2025-05-15T14:36:46-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-07-01 060646927 TRINITY COLLEGE TRIN 8602972000 300 SUMMIT STREET HARTFORD CT 06106 GUY P DRAPEAU AVP FINANCE 8602974210 2025-05-15 1 0 LAURA J KENNEY P00202198 6177170831 2025-05-15 2023 2025-03-06 01:10:19Z JOANNE BERGER-SWEENEY 300 SUMMIT STREET HARTFORD CT 06106 696830016 0 X WWW.TRINCOLL.EDU X 1823 CT TRINITY COLLEGE'S MISSION IS TO PROVIDE EXCELLENCE IN LIBERAL ARTS EDUCATION WITH EMPHASIS ON OUTSTANDING FACULTY, RIGOROUS CURRICULUM, TALENTED AND MOTIVATED STUDENT BODY AND AN ATTRACTIVE, SUPPORTIVE AND SECURE CAMPUS COMMUNITY. 34 33 1772 500 17696 0 26272335 45043310 171825171 187151412 37792738 34012501 4516840 6719394 240407084 272926617 74230861 84050970 0 0 76328664 83054436 0 0 7092748 99816966 104122096 250376491 271227502 -9969407 1699115 1166779575 1220832080 218372793 220675152 948406782 1000156928 X TRINITY COLLEGE'S MISSION IS TO PROVIDE EXCELLENCE IN LIBERAL ARTS EDUCATION WITH EMPHASIS ON OUTSTANDING FACULTY, RIGOROUS CURRICULUM, TALENTED AND MOTIVATED STUDENT BODY AND AN ATTRACTIVE, SUPPORTIVE AND SECURE CAMPUS COMMUNITY. 0 0 158462299 84050970 158718242 THE COLLEGE PROVIDED INSTRUCTION, RESEARCH OPPORTUNITIES, AND RELATED SUPPORT TO FACULTY, AND STUDENTS TO ENCOURAGE PROFESSIONAL DEVELOPMENT AND A WIDE CURRICULUM FOR LIBERAL ARTS EDUCATION. IN ADDITION, THE COLLEGE PROVIDED GRANTS AND SCHOLARSHIPS TO STUDENTS WHO ARE JUDGED WORTHY BY THE INSTITUTION'S ASSESSMENT ON THE BASIS OF ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. 25968596 0 28433170 THE COLLEGE PROVIDED RESIDENTIAL AND DINING SERVICES TO STUDENTS. 19305967 0 0 THE COLLEGE MAINTAINS A BEAUTIFUL 100 ACRE CAMPUS WITH CLASSIC COLLEGIATE ARCHITECTURE. 21677567 STUDENT SERVICES 9350137 INSTITUTIONAL SUPPORT 1188008 PUBLIC SERVICE 6803436 32215712 6803436 235952574 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 508 0 1 1772 1 1 1 1 IT 0 0 0 0 0 0 0 0 0 0 X 34 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GUY P DRAPEAU 8602972000 300 SUMMIT STREET HARTFORD CT 06106 JOANNE BERGER-SWEENEY PRESIDENT 40.00 0.00 X X 686386 0 307612 LISA G BISACCIA CHAIR-BOARD OF TRUSTEES 1.00 0.00 X 0 0 0 WALTER HARRISON VICE CHAIR 1.00 0.00 X 0 0 0 SUSANNAH SEMTANA KAGAN VICE CHAIR 1.00 0.00 X 0 0 0 CRAIG VOUGHT VICE CHAIR 1.00 0.00 X 0 0 0 OLUSEGUN AJAYI TRUSTEE 1.00 0.00 X 0 0 0 LISA ALVAREZ-CALDERON TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER L BLUM TRUSTEE 1.00 0.00 X 0 0 0 ROSS BUCHMUELLER TRUSTEE 1.00 0.00 X 0 0 0 CHRIS R DELANEY TRUSTEE 1.00 0.00 X 0 0 0 PETER DUNCAN TRUSTEE 1.00 0.00 X 0 0 0 STEVEN A ELMENDORF TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH ELTING TRUSTEE 1.00 0.00 X 0 0 0 ERIC S ESTES TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GARY TRUSTEE 1.00 0.00 X 0 0 0 JOHN S GATES JR TRUSTEE 1.00 0.00 X 0 0 0 JAWANZA GROSS TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY B HAWKINS TRUSTEE 1.00 0.00 X 0 0 0 ELISSA RAETHER KOVAS TRUSTEE 1.00 0.00 X 0 0 0 LATANYA LANGLEY TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN D LARI TRUSTEE 1.00 0.00 X 0 0 0 MALCOLM F MACLEAN IV TRUSTEE 1.00 0.00 X 0 0 0 HENRY MALLARI-D'AURIA TRUSTEE 1.00 0.00 X 0 0 0 PAUL H MOUNDS JR TRUSTEE 1.00 0.00 X 0 0 0 CONSUELO MA PEDRO TRUSTEE 1.00 0.00 X 0 0 0 STEPHANIE RITZ TRUSTEE 1.00 0.00 X 0 0 0 DAVID L SCHNADIG TRUSTEE 1.00 0.00 X 0 0 0 N LOUIS SHIPLEY TRUSTEE 1.00 0.00 X 0 0 0 JAMIE TRACEY SZAL TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM G THOMAS III TRUSTEE 1.00 0.00 X 0 0 0 KELLIHARRINGTON TOMLINSON TRUSTEE 1.00 0.00 X 0 0 0 LESLIE TORRES-RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 DAMIAN W WILMOT TRUSTEE 1.00 0.00 X 0 0 0 JAMES YU TRUSTEE 1.00 0.00 X 0 0 0 DANNY HITCHELL VP FINANCE 40.00 0.00 X 362423 0 60884 DICKENS MATHIEU GENERAL COUNSEL, SECRETARY CLG 40.00 0.00 X 294265 0 63963 SONIA CARDENAS VP ACADEMIC AFFAIRS AND DEAN 40.00 0.00 X 332597 0 60883 MICHAEL CASEY VP ADVANCEMENT (UNTIL 8/23) 40.00 0.00 X 336411 0 23305 HELLEN HOM-DIAMOND VP STRAT MARKETING & COMMUNICATION 40.00 0.00 X 259998 0 50638 JOSEPH DICHRISTINA VP ST AFFAIRS, DEAN CAMPUS LIFE 40.00 0.00 X 267436 0 75190 AMANDA ESHLEMAN VP LIBRARY & INFORMATION TECH 40.00 0.00 X 285240 0 58830 ANITA DAVIS VP DIVERSITY EQUITY & INCLUSION 40.00 0.00 X 240861 0 23998 DAVARIAN BALDWIN DIST PROF AMERICAN STUDIES 40.00 0.00 X 242503 0 23398 3308120 0 748701 206 0 1 0 ABM INDUSTRY GROUPS LLC 1350 EUCLID AVENUE CLEVELAND OH 44115 FACILITY SERVICES 17518806 CHARTWELLS PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICES 12084398 DANIEL O'CONNELL'S SONS 800 KELLY WAY HOLYOKE MA 01040 CONSTRUCTION 11323514 CENAXO LLC 16 TOLLAND TURNPIKE WILLINGTON CT 06279 CONSTRUCTION 1717674 LIBERTY LANDSCAPES LLC 498 MAIN STREET SOUTH WINDSOR CT 06074 REPLACEMENT OF ATHLETIC FIELDS 736145 33 1291210 43752100 9960433 45043310 TUITION & FEES 900099 158718242 158718242 DORMITORY FEES 721000 17181690 17181690 DINING FACILITIES 722514 11225892 11225892 ALUMNI/FACULTY CENTER 900099 25588 25588 187151412 9663369 17696 9645673 47320 131362 -84042 -84042 -84042 448121169 423665706 106331 24455463 -106331 24349132 24349132 OTHER REVENUE AND FEES 900099 6803436 6803436 6803436 272926617 193954848 17696 33910763 79781898 79781898 4269072 4269072 2057626 793428 1000047 264151 62892865 50488988 8067282 4336595 4858935 3916397 574144 368394 9032293 6311493 2281437 439363 4212717 3507351 409165 296201 680899 680899 203384 203384 9831477 9831477 17161446 15959380 999428 202638 100600 66347 19746 14507 1829694 1078959 392817 357918 3075867 2514151 366264 195452 6313200 5879994 433206 7184231 6039636 679727 464868 241237 212149 18894 10194 3443247 3443247 14761755 14554059 207517 179 3396995 2380561 1015934 500 ROOM AND BOARD 12011736 12011736 PROGRAM 9483168 9247591 141443 94134 TUITION 3448092 3448092 EQUIPMENT RENTAL AND MA 2395944 2245420 143756 6768 8559124 7802625 715613 40886 271227502 235952574 28182180 7092748 67785237 57818967 28328831 29721389 714653 2306434 4417433 3831138 13977 16666 1171102 1733225 697001137 351426397 317046705 345574740 650624125 663745018 95409999 115129448 1267513 955055 1166779575 1220832080 24393980 31134890 1937444 2007972 150610982 146985397 41430387 40546893 218372793 220675152 X 116058943 124535637 832347839 875621291 948406782 1000156928 1166779575 1220832080 1699115 50051031 0 X 0 1 X 1 1 1 X 34055244 30521145 34659094 26272335 45043310 170551128 34055244 30521145 34659094 26272335 45043310 170551128 19563704 150987424 6261605 4971778 6049595 9987826 9710689 36981493 207532621 84487394 0.72750 0.72940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 1 0 0 PART II-B, LINE 1: ORGANIZATIONS EXEMPT UNDER SECTION 501 (C)(3) TRINITY COLLEGE PAID DUES OR MEMBERSHIPS OF $597,814 DURING THE FISCAL YEAR 2024 TO CERTAIN ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. 6861897 X X X 0 807434278 11650903 78349780 9231926 27646336 9831477 850725222 795976337 6981068 50731155 9512381 25015275 11726626 807434278 795206957 15852711 28247584 9066838 22925310 11338767 795976337 614772658 9426958 213126028 8090939 23589339 10438409 795206957 640845506 3421687 10465106 7560639 22739494 9659508 614772658 0.00000 0.47000 0.53000 0 0 58986613 58986613 456089243 292822490 163266753 73311342 58603907 14707435 68988976 39624963 108613939 345574740 HEDGE FUNDS 115129448 F 115129448 FEDERAL INCOME TAXES 17298 PV OF SPLIT-INTEREST OBLIGATIONS 3824105 CONTRIBUTIONS DUE TO OTHERS 23590 FEDERAL STUDENT LOAN FUNDS 430112 ACCRUED POST-RETIREMENT BENEFITS 1203624 BARBIERI SEVERANCE -36088 LIABILITY FOR ASSET RETIREMENT 35084252 40546893 X 228820842 50051031 50051031 178769811 9831477 84325329 94156806 272926617 176624375 0 176624375 9831477 84771650 94603127 271227502 PART III, LINE 4: THE LIBRARY COLLECTIONS OF TRINITY COLLEGE SUPPORT TEACHING, STUDY AND RESEARCH IN THE DISCIPLINES REPRESENTED IN THE TRINITY COLLEGE CURRICULUM. THE COLLECTIONS OFFER BOTH HISTORICAL DEPTH IN ESTABLISHED FIELDS OF KNOWLEDGE AS WELL AS CURRENT SCHOLARSHIP IN NEW AREAS OF RESEARCH. THE MAIN PRINT COLLECTIONS OF THE LIBRARY CONTAIN OVER ONE MILLION VOLUMES. THE COLLEGE'S WATKINSON LIBRARY HOLDS APPROXIMATELY TWO HUNDRED THOUSAND VOLUMES CONSISTING OF RARE BOOKS, MANUSCRIPTS AND A NUMBER OF SPECIAL COLLECTIONS. EXHIBITS ARE A REGULAR FEATURE OF THE WATKINSON LIBRARY. THE LIBRARY ALSO OFFERS OPEN HOUSE PROGRAMS WITH SPEAKERS ON A VARIETY OF TOPICS. BOTH EXHIBITIONS AND OPEN HOUSES ARE OPEN TO THE PUBLIC. PART V, LINE 4: THE COLLEGE'S ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL RESOURCES TO SUPPLEMENT COLLEGE OPERATING FUNDS AND OTHER RESTRICTED GIFTS FOR MANY PURPOSES AS DETERMINED BY DONORS SUCH AS CLASSROOMS, INFORMATION TECHNOLOGY, RESEARCH MATERIALS, BUILDINGS, FINANCIAL AID AND ATHLETIC FACILITIES. PART X, LINE 2: THE FINANCIAL STATEMENTS DID NOT REPORT A FIN 48 LIABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASS 84,050,970. PRINCIPAL DRAWDOWN 395,103. RENT EXPENSE TO REVENUE -131,362. TRANSFER TO ENDOWMENT 10,618. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASS 84,050,970. PRINCIPAL DRAWDOWN 395,103. RENT EXPENSE TO REVENUE -131,362. POST RETIREMENT CHANGES 138,876. INTEREST RATE SWAP LOSS 318,063. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 TRINITY COLLEGE'S RACIALLY NONDISCRIMINATORY POLICY IS DISPLAYED ON THE COLLEGE'S WEBSITE AT THE CAMPUS CLIMATE INCIDENT RESPONSE TEAM SITE. IT ALSO APPEARS ON THE STUDENT LIFE SITE IN THE STUDENT HANDBOOK, AND IN THE HUMAN RESOURCES SITE AND FACULTY SITE IN THEIR RESPECTIVE EMPLOYEE AND FACULTY MANUALS. TRINITY COLLEGE MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION, BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 TRINITY COLLEGE RECEIVED FUNDS FOR FINANCIAL AID FROM THE UNITED STATES DEPARTMENT OF EDUCATION. 1 SUB-SAHARAN AFRICA 1 1 PROGRAM SERVICES STUDY ABROAD 103131 EUROPE 2 5 PROGRAM SERVICES STUDY ABROAD 4438476 CENTRAL AMERICA AND THE CARIBBEAN 1 0 PROGRAM SERVICES STUDY ABROAD 7600 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 178007 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 50231 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 122000 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD 52385 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING STUDY ABROAD GRANTS 288657 EUROPE 0 0 GRANTMAKING STUDY ABROAD GRANTS 3494090 MIDDLE EAST AND N AFRICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 73085 SOUTH AMERICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 222047 SOUTH ASIA 0 0 GRANTMAKING STUDY ABROAD GRANTS 72219 SUB-SAHARAN AFRICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 118974 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 104119804 EUROPE 0 0 INVESTMENTS 27353690 4 6 0 0 4 6 5240487 135453909 140694396 STUDENT GRANTS & SCHOLARSHIPS EAST ASIA AND THE PACIFIC 10 288657 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS EUROPE 119 3494090 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 2 73085 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SOUTH AMERICA 7 222047 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SOUTH ASIA 2 72219 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SUB-SAHARAN AFRICA 2 118974 ON ACCOUNT N/A N/A 1 0 1 1 1 0 SCHEDULE F, PART I, COLUMN F: ACTIVITIES OUTSIDE THE U.S. TOTAL EXPENDITURES IN THE REGION - THE COLLEGE TRACKS EXPENSES FOR ACTIVITIES IN EACH REGION USING A UNIQUE DEPARTMENT ACCOUNT NUMBER FOR EACH REGION ON THE GENERAL LEDGER. GRANTS MADE IN THE REGION - THE COLLEGE FINANCIAL AID OFFICE DETERMINES ELIGIBILITY FOR FINANCIAL AID AWARDED TO STUDENTS STUDYING OUTSIDE THE U.S. IN BOTH TRINITY COLLEGE AND OTHER PROGRAMS. THE FINANCIAL AID IS POSTED ON THE STUDENT ACCOUNTS RECEIVABLE TO COVER PROGRAM COSTS OR TRANSFERS OF FINANCIAL AID TO OTHER PROGRAMS. 1 GRANTS AND SCHOLARSHIPS FOR STUDENTS 1248 79781898 N/A N/A PART I, LINE 2: APPROXIMATELY 68 PERCENT OF TRINITY COLLEGE UNDERGRADUATES ARE RECEIVING ASSISTANCE FROM THE COLLEGE, FEDERAL OR STATE FUNDS. GRANTS AND SCHOLARSHIPS ARE AWARDED ON THE BASIS OF FINANCIAL NEED AND ACADEMIC ACHIEVEMENT. THE COLLEGE'S FINANCIAL AID OFFICE MONITORS THE DISBURSEMENT OF FINANCIAL AID. SCHEDULE I, PART III: THE CASH GRANT INCLUDES CREDITS ON STUDENT ACCOUNTS. X X X X 0 1 X X X X 0 1 0 0 0 0 0 1 0 JOANNE BERGER-SWEENEY PRESIDENT 601028 0 1000 0 84358 0 249949 0 57663 0 993998 0 0 0 DANNY HITCHELL VP FINANCE 354987 0 1000 0 6436 0 32588 0 28296 0 423307 0 6436 0 SONIA CARDENAS VP ACADEMIC AFFAIRS AND DEAN 329009 0 1000 0 2588 0 32587 0 28296 0 393480 0 2588 0 MICHAEL CASEY VP ADVANCEMENT (UNTIL 8/23) 234926 0 1000 0 100485 0 23055 0 250 0 359716 0 4905 0 DICKENS MATHIEU GENERAL COUNSEL, SECRETARY CLG 293265 0 1000 0 0 0 30300 0 33663 0 358228 0 0 0 AMANDA ESHLEMAN VP LIBRARY & INFORMATION TECH 255879 0 1000 0 28361 0 26500 0 32330 0 344070 0 0 0 JOSEPH DICHRISTINA VP ST AFFAIRS, DEAN CAMPUS LIFE 266436 0 1000 0 0 0 27295 0 47895 0 342626 0 0 0 HELLEN HOM-DIAMOND VP STRAT MARKETING & COMMUNICATION 238678 0 1000 0 20320 0 24205 0 26433 0 310636 0 0 0 DAVARIAN BALDWIN DIST PROF AMERICAN STUDIES 220703 0 21000 0 800 0 21843 0 1555 0 265901 0 0 0 ANITA DAVIS VP DIVERSITY EQUITY & INCLUSION 239861 0 1000 0 0 0 23690 0 308 0 264859 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS- THE SPOUSE OF THE PRESIDENT AND THE VICE PRESIDENT ADVANCEMENT OCCASIONALLY TRAVEL WITH THEM TO PARTICIPATE IN FUNDRAISING EVENTS. THIS TRAVEL IS FOR THE BENEFIT OF THE COLLEGE AND IS STRICTLY FOR BUSINESS PURPOSES. THEREFORE, IT IS NOT TREATED AS TAXABLE COMPENSATION. TRAVEL EXPENSES OF THE VICE PRESIDENT ARE REVIEWED AND APPROVED BY THE PRESIDENT. THE TRAVEL EXPENSES OF THE PRESIDENT ARE REVIEWED AND APPROVED BY THE BOARD. HOUSING ALLOWANCE- ON CAMPUS HOUSING IS PROVIDED FOR THE PRESIDENT OF THE COLLEGE AND THE VP STUDENT AFFAIRS & DEAN OF CAMPUS LIFE AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE EMPLOYER. THE VALUE OF THE HOUSING IS INCLUDED IN PART II, COLUMN (D). THE VICE PRESIDENT ADVANCEMENT RECEIVES A HOUSING ALLOWANCE WHICH IS TREATED AS TAXABLE AND INCLUDED IN PART II, COLUMN(B)(III). SOCIAL CLUB DUES OR INITIATION FEES- A MEMBERSHIP IN A SOCIAL CLUB IS PROVIDED FOR THE PRESIDENT, AND IS USED FOR FUNDRAISING ACTIVITIES. THE PRESIDENT IDENTIFIES AND PAYS FOR ANY PERSONAL USE OF THE SOCIAL CLUB. PERSONAL SERVICES- IN CONNECTION WITH THE HOUSING PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER, CERTAIN HOUSEKEEPING SERVICES WERE PROVIDED TO THE PRESIDENT. THE VALUE OF THESE SERVICES ARE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J PART II, COLUMN (B)(III). PART I, LINE 1B IN CONNECTION WITH THE BENEFITS DISCLOSED ON SCHEDULE J, PART I, LINE 1, THE ORGANIZATION PROVIDES PURSUANT TO ITS POLICIES AND/OR THE TERMS OF THE EMPLOYMENT CONTRACT OF THE INDIVIDUAL RECEIVING THE BENEFIT. PART I, LINE 4B PURSUANT TO THE TERMS OF A SECTION 457(F) DEFERRED COMPENSATION PLAN. THE PRESIDENT IS ENTITLED TO CERTAIN DEFERRED COMPENSATION BENEFITS WHICH VEST THE EARLIEST OF (1) AGREED UPON DATE;(2) DEATH; (3)DISABILITY; OR (4)INVOLUNTARY TERMINATION OF EMPLOYMENT FROM THE COLLEGE. A CREDIT OF $194,861 WAS MADE IN 2023 AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN(C). IN 2023, AMOUNTS UNDER THE PLAN BECAME VESTED AND WERE PAID TO THE PRESIDENT. THE AMOUNTS ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). PURSUANT TO THE TERMS OF A SECTION 457(F) DEFERRED COMPENSATION PLAN, THE VP FINANCE IS ENTITLED TO CERTAIN DEFERRED COMPENSATION BENEFITS WHICH VEST THE EARLIEST OF (1) AGREED UPON DATE;(2) DEATH; (3)DISABILITY; OR (4)INVOLUNTARY TERMINATION OF EMPLOYMENT FROM THE COLLEGE. AMOUNTS UNDER THE PLAN BECAME VESTED AND WERE PAID TO THE VP FINANCE. THE AMOUNTS PAID ARE REFLECTED IN SCHEDULE J, PART II, COLUMN(B)(III). PURSUANT TO THE TERMS OF A SECTION 457(F) DEFERRED COMPENSATION PLAN, THE VP ACADEMIC AFFAIRS IS ENTITLED TO CERTAIN DEFERRED COMPENSATION BENEFITS WHICH VEST THE EARLIEST OF (1) AGREED UPON DATE;(2) DEATH; (3)DISABILITY; OR (4)INVOLUNTARY TERMINATION OF EMPLOYMENT FROM THE COLLEGE. IN 2023, AMOUNTS UNDER THE PLAN BECAME VESTED AND WERE PAID TO THE VP ACADEMIC AFFAIRS. THE AMOUNTS PAID ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). PURSUANT TO THE TERMS OF A SECTION 457(F) DEFERRED COMPENSATION PLAN, THE VP ADVANCEMENT IS ENTITLED TO CERTAIN DEFERRED COMPENSATION BENEFITS WHICH VEST THE EARLIEST OF (1) AGREED UPON DATE;(2) DEATH; (3)DISABILITY; OR (4)INVOLUNTARY TERMINATION OF EMPLOYMENT FROM THE COLLEGE. IN 2023, AMOUNTS UNDER THE PLAN BECAME VESTED AND WERE PAID TO THE VP ADVANCEMENT. THE AMOUNTS PAID ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 7 EACH EMPLOYEE RECEIVED A ONE TIME $1,000 BONUS. ONE LISTED EMPLOYEE RECEIVED A RETENTION BONUS. A CONN HEALTH & ED FAC AUTH - SERIES L 060806186 20774UG82 2008-08-05 15345000 REFINANCE CHEFA I - 2005 0 0 0 B CONN HEALTH & ED FAC - AUTH - SERIES N I 060806186 000000000 2014-07-15 22535000 REFIN. CHEFA H-2004, CHEFA E-1996 0 0 0 C CONN HEALTH & ED FAC AUTH - SERIES Q 060806186 000000000 2017-04-26 51100000 REFIN. CHEF A J-2007, CHEF A G-2001 0 0 0 D CONN HEALTH & ED FAC AUTH - SERIES R 060806186 20775DHF2 2020-06-29 59245776 REFIN. CHEFA M-2010 CHEFA 0-2016 0 0 0 A 7875000 15345000 269841 37049 15038110 1 0 1 1 B 18466180 22535000 424978 22110022 1 0 1 1 C 30000000 51100000 264049 50835951 1 0 1 1 D 59245776 833605 58412171 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 1 PEOPLE'S UNITED BANK 13.000000000000 1 0 0 0 1 C 0 0 1 0 1 1 CITIZENS BANK 9.000000000000 1 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 FORM 990, SCH K, PART III TRINITY COLLEGE HAS CONDUCTED AN EXTENSIVE ANALYSIS OF ALL ACTIVITIES CONDUCTED WITHIN ITS BOND-FINANCED FACILITIES AND HAS DETERMINED THAT THERE IS NO PRIVATE BUSINESS USE A CONN HEALTH & ED FAC AUTH - SERIES S 060806186 20775DMS8 2021-07-27 61850879 REFIN $30M-CHEFA Q,$30M-CONSTRUCTI 0 0 0 A 61850879 714879 16807760 31068011 13260229 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 X 92 8458933 HIGH-LOW AVG X FINE ART PHOTOGRAPHS 6 1501500 APPRAISALS PROVIDED 8 0 1 0 PART I, COLUMN (B): THE COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B TRINITY COLLEGE PREPARES THE RETURN FOR REVIEW BY AN OUTSIDE PAID PREPARER AND SENIOR MANAGEMENT. THE BOARD OF TRUSTEES AUDIT COMMITTEE REVIEWS FORM 990. A FULL COPY OF FORM 990 IS DISTRIBUTED TO ALL TRINITY COLLEGE TRUSTEES BEFORE IT IS FILED. THE RETURN IS SIGNED BY THE AVP FINANCE AND THE PAID PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE DISTRIBUTES THE CONFLICT OF INTEREST POLICY AND A RELATED SURVEY TO ALL TRUSTEES, OFFICERS, DIVISION HEADS, DIRECTORS AND MANAGERS. THE SURVEY REQUIRES DISCLOSURE OF ALL RELATED PARTY TRANSACTIONS. THE AUDIT COMMITTEE REVIEWS THIS INFORMATION AND DETERMINES IF RESTRICTIONS SHOULD BE IMPOSED ON INDIVIDUALS WITH POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE COMPENSATION COMMITTEE OF THE COLLEGE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT, OFFICERS AND KEY EMPLOYEES. IN DETERMINING COMPENSATION LEVELS, THE COMMITTEE USES INDEPENDENT SALARY GUIDES AND BUDGETS. THE COMMITTEE APPROVES THE COMPENSATION AND DOCUMENTS ITS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ACCOUNTING SERVICES WEB SITE INCLUDES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ACADIAN INTRNTL EXT PLUS 260 FRANKLIN ST BOSTON MA 02110 INVESTMENT MA TRINITY EXCLUDED FROM TAX 1935374 9400229 0 0 0.69890 CHARITABLE REMAINDER UNITRUSTS (18) SUPPORT CT T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, LINE 3, COLUMN (C) THE TRUST ARE DOMICILED IN CT AND THE FOLLOWING STATES - VA, NY, MD, AND FL.