2017-05-09T14:19:02-05:00 2016-06-30 135565207 KPMG LLP Two Financial Center 60 SStreet Boston MA 02111 990 2015-07-01 030179298 President and Fellows of Middlebury College PRES 8024435699 Controllers Office Suite 102 Middlebury VT 05753 Michael D Thomas VP Finance/Asst. Treas. 8024435551 2017-05-09 1 Shyamalee A Joseph P01085371 6179881000 2015 2021-01-29 14:40:06Z Laurie L Patton Old Chapel Road Middlebury VT 05753 556929036 0 X http://www.middlebury.edu X 1800 VT We are a global liberal arts college offering undergraduate, graduate, and specialized programs. 33 32 5465 2530 -468840 -1617714 49195841 44212743 216466328 221715117 108756243 109162132 135291 83044 374553703 375173036 56639667 62949506 0 0 163196867 175358083 0 0 5590857 112538849 112843146 332375383 351150735 42178320 24022301 1647518127 1514900607 393588547 396558730 1253929580 1118341877 X At Middlebury we challenge students to participate fully in a vibrant and diverse academic community. Middlebury's Vermont location offers an inspirational setting for learning and reflection, reinforcing our commitment to integrating environmental stewardship into both our curriculum and our practices on campus. Yet Middlebury also reaches far beyond the Green Mountains, offering a rich array of undergraduate and graduate programs that connect our community to other places, countries, and cultures. We strive to engage students' capacity for rigorous analysis and independent thought within a wide range of disciplines and endeavors, and to cultivate the intellectual, creative, physical, ethical, and social qualities essential for leadership in a rapidly changing global community. Through the pursuit of knowledge unconstrained by national or disciplinary boundaries, students who come to Middlebury learn to engage the world. 0 0 89065408 208039043 Instruction represents the expenses for the educational programs. The programs are comprised of students who are full time on the Middlebury campus plus the students who are attending the study abroad and summer programs. A bachelors degree and a masters in language and English are the primary degrees granted. The Monterey campus offers degrees in programs of study in translation, interpretation and language education and international policy management. 47782754 394200 Academic Support represents sponsored activities expenses incurred in support of the educational activities for enrolled students. Grants include support to other organization, foundations, and research institutions. 103746853 61955306 Student services and financial aid represents expenses incurred in the support of the enrolled students. 40844842 600000 13676074 Auxiliary enterprises represent expenses of dormitories, and the expenses and revenue from recreational facilities and food services. Also included is the grant commitment to support the bridge for the Town of Middlebury. 40844842 600000 13676074 281439857 1 1 0 1 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 1 1 1 1 0 1 X 884 0 1 5465 1 1 1 1 GM FR RS SP UK IT JA CI AR AU CM 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 VT X X Michael D Thomas 8024435551 Old Chapel Middlebury VT 05753 Laurie L Patton President 40.00 1.50 X X 258866 0 66268 Marna C Whittington Chair - Charter Trustee 5.00 X 0 0 0 Allan Dragone Jr Vice Chair - Term Trustee 5.00 X 0 0 0 John R Tormondsen Vice Chair- Charter Truste 5.00 X 0 0 0 Kirtley Horton Cameron Alumni Trustee 1.00 X 0 0 0 Louis Bacon Term Trustee 1.00 X 0 0 0 Charles M Gately Term Trustee 1.00 X 0 0 0 Caroline Sneath McBride Alumni Trustee 1.00 X 0 0 0 Eve B Burton Term Trustee 1.00 X 0 0 0 Kimberly Collins Parizeau Vice Chair - Charter Trustee 1.00 0.50 X 0 0 0 Steven B Peterson Charter Trustee 1.00 X 0 0 0 Elisabeth B Robert Charter Trustee 1.00 0.50 X 0 0 0 James Edward Virtue Charter Trustee 1.00 X 0 0 0 George C Lee II Term Trustee 1.00 X 0 0 0 Susan J Scher Term Trustee 1.00 X 0 0 0 Linda Foster Whitton Charter Trustee 1.00 X 0 0 0 David R Mittelman Term Trustee 1.00 X 0 0 0 Russell J Leng Term Trustee 1.00 0.50 X 0 0 0 Garrett M Moran Charter Trustee 1.00 X 0 0 0 Karen A Stolley Term Trustee 1.00 X 0 0 0 Catherine Lee Alumni Trustee 1.00 X 0 0 0 Carol Levitch Term Trustee 1.00 X 0 0 0 Frank W Sesno Charter Trustee 1.00 X 0 0 0 Deborah G Thomas Charter Trustee 1.00 X 0 0 0 William F Truscott Alumni Trustee 1.00 X 0 0 0 Helen Riess Term Trustee 1.00 X 0 0 0 Richard T Scanlon Term Trustee 1.00 X 0 0 0 John S Weinberg Term Trustee 1.00 X 0 0 0 Dennis D Parker Alumni Trustee 1.00 X 0 0 0 Joseph W Brown Term Trustee 1.00 X 0 0 0 Leilani M Brown Term Trustee 1.00 X 0 0 0 Janine J Feng Term Trustee 1.00 X 0 0 0 Henry J Simonds Alumni Trustee 1.00 X 0 0 0 Patrick J Norton Treasurer 40.00 1.50 X 271949 0 186983 David Donahue Secretary 40.00 X 407850 0 91609 Stephanie M Neil Asst. Secretary 40.00 X 73599 0 37418 Michael Geisler VP Risk for Compliance 40.00 X 244955 0 201803 Katie SmithAbbott VP Student Affairs and Dean 40.00 X 163715 0 61038 Susan Baldridge EVP and Provost 40.00 X 253072 0 196599 William C Potter Director of CNS 40.00 X 284597 0 56361 Sunder Ramaswamy Special Advisor Initiatives 40.00 X 336932 0 145841 Michael Schoenfeld Sr VP & Chief Philan Advis 40.00 X 258873 0 70798 James Keyes VP for College Adv. 40.00 X 274949 0 180123 Rebecca Henriksen Exe Dir of Enrollment Management 40.00 X 261813 0 38898 Ronald Liebowitz Former President 1.00 X 375412 0 91448 3466582 0 1425187 225 1 1 0 CET Academic Programs 1920 N Street NW Suite 200 Washington DC 20036 Program Fee 1369581 EBSCO Industries Subscription Services PO Box 83046 Birmingham AL 35283 Research Center Database 802702 Adaptive Communications LLC 230 Commerce Way Suite 100 Portsmouth NH 03801 Wireless Service 611889 Ellucian Company LP 62590 Collections Center Drive Chicago IL 60693 ITS 608375 Dinse Knapp & McAndrew 209 Battery St Burlington VT 05401 Lawyers 415959 31 3498869 40713874 8041718 44212743 Tuition and Fees 611710 208039043 208039043 College Store 451211 2748022 2748022 Snow Bowl 713910 850170 850170 51 Main at the Bridge 722100 482681 482681 Advertising 541800 52238 52238 9542963 9542963 221715117 40470132 -2721424 43191556 29126 29126 250448000 181756000 68692000 68692000 1663747 67028253 Reprographics sale 323100 32223 32223 Book store sale items 451211 21695 21695 53918 375173036 221180198 -468840 110248935 994200 994200 61955306 61955306 2121636 360678 1400280 360678 511420 510016 1404 126098374 101845091 21566993 2686290 13000324 10346330 2362059 291935 25453647 20257328 4624732 571587 8172682 6504243 1484913 183526 530670 38512 492158 329564 113900 215664 25100 25100 3530548 3530548 673240 249168 403613 20459 1713361 1145137 375406 192818 2721910 952932 1729725 39253 10850509 9526150 1320098 4261 8491231 6708578 1429444 353209 1241564 828939 386510 26115 13468907 12474731 994176 21810160 15665555 6144605 2859859 2005349 854510 Other Miscellaneous Exp 13218094 4070677 9060886 86531 Contracted Services 11661654 10315357 944961 401336 Food 5230296 5202908 24337 3051 Supplies 3998415 3593871 328174 76370 10488064 5774901 4421129 292034 351150735 281439857 64120021 5590857 2084612 8365358 310313 315380 39694991 32980401 6207878 7128275 39704 36649 17506543 17267773 1021387 968032 4380286 2184513 770597607 381677106 398223798 388920501 129410089 143308000 1018938577 885842407 29699949 27583318 1647518127 1514900607 47313691 48664766 17460729 18059447 285550702 281644228 3828292 9235581 39435133 38954708 393588547 396558730 X 326737310 248983769 580204195 507209698 346988075 362148410 1253929580 1118341877 1647518127 1514900607 X 24022301 -155705553 -3904451 X X 0 1 X 1 1 1 X 50890000 61747381 54237347 49195841 44212743 260283312 50890000 61747381 54237347 49195841 44212743 260283312 13819328 246463984 1810473 349360 22114712 52363258 43220682 119858485 380141797 1054357842 0.64830 0.73300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1 0 0 0 0 1 25099 25100 0 Part II-B, Line 1: Middlebury pays dues to trade associations, some of which may be used for lobbying purposes. Middlebury has a contract with a private company who actively participated in the tax discussions involving the proposed effort to tax currently tax-exempt property, the proposed mandatory employee work break bill and other legislative matters in the State of Vermont. The private company received total payments of $25,099 from Middlebury, $25,000 as compensation paid as lobbyist and the remainder is for services rendered. 0 15966926 X X X X 0 0 1 X 1101053639 16178578 -46905430 -11523128 -57898696 -306655 1000598308 1081894682 19555299 73515113 -10458096 -63107736 -345623 1101053639 972992750 17601181 147666395 -10785087 -45287573 -292984 1081894682 879690062 9612949 138444821 -8886052 -45582744 -286286 972992750 907667684 9972702 10581012 -8315000 -39948735 -257601 879690062 0.22660 0.34020 0.43320 0 0 56572927 56572927 592957592 310025327 282932265 114790964 71651779 43139185 6276124 6276124 388920501 Equity securities 263020000 F Alternative equities 271670000 F Debt securties 29108000 F Real estate and mortgages 11547000 F Private equity partnerships 296694000 F Other investments 10878859 F CRUTS Receivable 2924548 F 885842407 Funds held for others 3131173 Annuities and Unitrusts payable 23968733 Refundable Government Loans 11854802 38954708 X Part III, Line 4: The Middlebury Museum of Art is closely linked to the educational mission of Middlebury and is particularly linked to the department of History of Art and Architecture and the Studio Art program. The Museum strives to acquire works that reflect a variety of artistic and cultural endeavors. The primary goal of the Museum's collecting activities is to develop an eclectic body of representative artifacts that illustrate and interpret artistic expression in diverse forms from a broad range of cultures. The Museum's permanent collection supports the educational goals and cultural enrichment of the academic community. The collection is used to further scholarly research as well as appreciation for works of art, history, and culture of diverse societies. Part IV, Line 2b: Middlebury holds custodial endowment funds to support Porter Hospital and the Town of Middlebury. Part V, Line 4: Middlebury's endowment consists of donor restricted endowment funds and board-designated funds to function as endowment for a variety of purposes. Middlebury's Board of Trustees approves a distribution of investment return based on the average asset value as determined at the end of the twelve prior calendar quarters. Calculations are performed for individual endowment funds at a rate of 5.0%. The corresponding calculated spending allocations are distributed monthly from the current net total or accumulated net total investment returns for individual endowment funds and are used for scholarships, prizes, professorships, special purposes, and capital projects. Middlebury has defined the endowment assets to include the pooled investments, Delineation assets, separately invested endowment funds, and interests in perpetual trusts. Part X, Line 2: Tax-Exempt Status Middlebury is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code and recognizes the effect of income tax positions only if those positions are more likely than not of being substained by a taxing authority. Middlebury believes it has taken no significant uncertain tax positions. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Middlebury satisfies the publicity requirement by posting the Discrimination Policy on Middlebury's web site. The policy is included in the Middlebury handbook which is a resource guide for incoming students. The Compliance Officer is committed to maintaining a diverse and inclusive campus environment where bigotry and intolerance are unacceptable. Schedule E, Part I, Line 6 Students apply for and receive federal financial aid and faculty or staff apply for and receive government grants. East Asia and the Pacific 4 6 Program Service Studies Abroad 1374000 Europe 8 273 Program Service Studies Abroad 5164000 Middle East and North Africa 1 30 Program Service Studies Abroad 659000 Russia and Newly Independent States 3 24 Program Service Studies Abroad 415000 So.America 3 80 Program Service Studies Abroad 1434000 Sub-Saharan Africa 1 8 Program Service Studies Abroad 201000 Central America & the Caribbean 0 0 Program ServiceProgram Service Community Service 16000 South Asia 0 1 Program Service Studies Abroad 218000 Central America and the Caribbean 0 0 Investments 155000000 No.America 0 0 Program Service Studies Abroad 33000 Russia and Newly Independent States 0 0 Enrichment/conference 10000 Central America & the Caribbean 0 0 Enrichment/conference 18000 East Asia and the Pacific 0 0 Enrichment/conference 63000 Europe 0 0 Enrichment/conference 288000 No.America 0 0 Enrichment/conference 40000 So.America 0 0 Enrichment/conference 35000 South Asia 0 0 Enrichment/conference 20000 Sub-Saharan Africa 0 0 Enrichment/conference 36000 Europe 0 0 Research 182000 East Asia and the Pacific 0 0 Research 30000 No.America 0 0 Research 36000 Russia and Newly Independent States 0 0 Research 158000 Middle East and North Africa 0 0 Research 10000 Sub-Saharan Africa 0 0 Research 25000 East Asia and the Pacific 0 0 Fundraising 49000 Europe 0 0 Fundraising 38000 20 422 0 0 20 422 9481000 156071000 165552000 1 0 1 1 1 1 Part I, line 3: Expenditures are recorded on the accrual basis of accounting. 1 Research Foundation of SUNY 1400 Washington Ave MSC RM 312 Albany NY 122220100 141368361 501(c)(3) 76461 Research grant Town of Middlebury 94 Main Street Middlebury VT 05753 Town-Middlebury 600000 Town Bridge Project Potomac Theatre Project 4 Nedde Lane Middlebury VT 05753 132960856 501(c)(3) 96900 Professional theatre company affiliated with Middlebury Town Hall Theatre 68 South Pleasant Street Middlebury VT 05753 262091573 501(c)(3) 42159 Annual Pledge Addison County Transit Resources 297 Creek Road Middlebury VT 05753 030335768 501(c)(3) 29360 Sponsorship Hebrew Language Institute affiliated with Middlebury Point Park University 201 Wood Street Pittsburgh PA 152221984 251094922 501(c)(3) 21443 Research grant Georgia Tech Applied Research 505 Tenth Street NW Atlanta GA 30318 582374837 501(c)(3) 127877 Research grant 7 0 Financial Aid - Scholarships- Reported as non-cash assistance. The assistance is a tuition offset. 2969 61955306 Part I, Line 2: Disbursements in furtherance of Middlebury's exempt programs are made in accordance with procedures or subject to conditions established by Middlebury's governing board designed to ensure that the individuals receiving disbursements from Middlebury are adequately investigated to ensure that they are qualifying recipients. Grant sub-awardees are required to submit A-133 reports which are reviewed by the Middlebury's grant accountant. All billings are reviewed and approved by the principal investigator and grant accountant before being paid. X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 1 1 Laurie L Patton President 258107 0 0 0 759 0 46442 0 19826 0 325134 0 0 0 Patrick J Norton Treasurer 270857 0 0 0 1092 0 155650 0 31333 0 458932 0 0 0 David Donahue Secretary 157116 0 0 0 250734 0 62107 0 29502 0 499459 0 225000 0 Michael Geisler VP Risk for Compliance 242187 0 0 0 2768 0 155650 0 46153 0 446758 0 0 0 Katie SmithAbbott VP Student Affairs and Dean 163117 0 0 0 598 0 36951 0 24087 0 224753 0 0 0 Susan Baldridge EVP and Provost 252100 0 0 0 972 0 180649 0 15950 0 449671 0 0 0 William C Potter Director of CNS 278803 0 0 0 5794 0 42400 0 13961 0 340958 0 0 0 Sunder Ramaswamy Special Advisor Initiatives 311565 0 0 0 25367 0 105650 0 40191 0 482773 0 0 0 Michael Schoenfeld Sr VP & Chief Philan Advis 255046 0 0 0 3827 0 55650 0 15148 0 329671 0 0 0 James Keyes VP for College Adv. 269981 0 0 0 4968 0 52120 0 128003 0 455072 0 0 0 Rebecca Henriksen Exe Dir of Enrollment Management 248469 0 0 0 13344 0 11486 0 27412 0 300711 0 0 0 Ronald Liebowitz Former President 326902 0 0 0 48510 0 55650 0 35798 0 466860 0 0 0 Part I, Line 1a In rare cases, Middlebury uses gross-up payments to minimize the tax burden to an employee who takes on an assignment on behalf of Middlebury that results in additional taxable income. Middlebury has grossed up dependent tuition benefits for a Middlebury highly compensated employee. As a condition of employment Middlebury provides a Middlebury Officer with a residence for the convenience of the employer. A Middlebury Officer is a member of a club used for business purposes. Other Middlebury offices use the membership for business purposes as well. All invoices for services are addressed to the Middlebury address and paid for by Middlebury. Part I, Line 4b The Middlebury President's other compensation includes taxable life insurance. The Vice President for Finance and Treasurer, the Vice President for the Language Schools and Professor, the Secretary, the Special Advisor-Initiatives, and the Executive Vice President and Provost all participate in a supplemental nonqualified retirement plan which is contingent upon services. Contributions to the plan were $100,000, $100,000, $25,000, $50,000 and $125,000, respectively. Payments from the plan were made to the Secretary in the amount of $250,000. Deferred compensation includes pretax contributions to the voluntary retirement plan, contributions to Middlebury's non-qualified tax advantaged deferred-compensation retirement plan (457 plan), and Middlebury contributions to the core retirement plan on the behalf of the employee. Part I, Line 7 The President's compensation is set by the Compensation Committee of the Board of Trustees. Any increases shall be within the Board's sole discretion and shall be based upon the President's performance, which will be reviewed yearly, prior to June 30 by the Chair of the Board, who will make a recommendation to the Compensation Committee for compensation. Part I, Line 8 The President's employment contract includes provisions governing the following: term of the contract, renewal/extension, duties, compensation, benefits/reimbursements, evaluation process of the president, termination, office and residence expenses, and sabbatical leave. Part II, Column (D) Nontaxable benefits include, but are not limited to, nontaxable housing, flexible spending accounts, tuition reimbursement program, medical,dental, and vision insurance, workman's compensation insurance, life insurance, disability insurance, and unemployment insurance. A VEHBFA (Series 2006) 237154467 924166AB7 2006-10-31 93269278 New const & 1996 refund 0 0 0 B VEHBFA (Series 2010) 237154467 924166DH1 2010-11-01 101791989 refunding (Series 1988A;2002B;2008) 0 0 0 C VEHBFA (Series 2009) 237154467 924166DG3 2010-01-14 62014213 refunding (Series 1999) 0 0 0 D VEHBFA (Series2012A&B) 237154467 924166EC1 2012-04-10 67058784 Adv.& refund 2002 0 0 0 A 58844778 93269778 798324 332753 36363229 55774972 2008 1 0 1 1 B 6756989 101791989 817182 100974807 1999 1 0 1 1 C 2569013 62014213 605880 61408333 2002 1 0 1 1 D 9023784 67058784 722528 66336256 2012 1 1 1 1 A 0 1 1 1 0 0.00010 0.00010 0 0 1 B 0 1 1 1 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Bond Issues: Series 2006 The Series 2006 Bond was comprised of Series A and Series B. All information on the Form 8038 is consolidated. The Series B bonds were refunded by Series 2008 and are therefore no longer outstanding. Series 2012 A and B The Series 2012 Bond isssurance was comprised of Series A and Series B. All information on the Form 8038 is consolidated. The figures in column D refer to the consolidated figures for both Series 2012 A and B. (a) Issuer Name: VEHBFA (Series 2012A) (f) Description of purpose: advanced refunding (Series 2002A) (a) Issuer Name: VEHBFA ( Series 2012B) (f) Description of purpose: Advanced refunding (Series 2002A) Schedule K; Part IV; Line 2b Series 2006 The Series 2006 bonds qualifies for an exception to rebate per the 2-year spending exception and the related three-year temporary period. After the fourth spending period (2 years) all that remained from bond proceeds was reasonable retainage which was completely spent within two months. Series 2009,2010, and 2012 - Part IV; Line 2C The bond proceeds for each bond issue were immediately expended to refund the previous bond issues. Consequently, no rebate calculation was required. Schedule K; Part III; #2, #3, #9, Part IV; #7 and Part V; Middlebury has established written policies and procedures and is in the process of updating them. SRamaswamy HCE Mortgage X 67671 36649 0 1 1 36649 116006 Benefit Tuition 0 Shalom L Goldman Spouse of Officer 179092 Employee 0 X 20 1700838 Appraisal X 7926 FMV X 202 5857986 FMV X 2 445625 Appraisal X Miscellaneous items 9 29343 FMV 15 0 1 1 Part I, Column (b): We are reporting the number of contributions based on the number of contributors. Part I, Line 32b: Middlebury will sell from time to time noncash items, other than securities, at local auction houses. Form 990, Part VI, Section A, line 1 Middlebury has an executive committee who has broad authority to act on behalf of the Board of Trustees. The executive committee is comprised of trustees who are currently serving on the governing Board of Trustees. Form 990, Part VI, Section B, line 11 Management presents the Form 990 to the Audit Committee for a detailed review. Once the Audit Committee has completed their review, management provides the return to the full Board of Trustees. The full board receives the Form 990 before it is filed with the IRS. The Form 990 is posted in the electronic board book and trustees are notified when the return is available. Form 990, Part VI, Section B, line 12c Middlebury has a written conflict of interest policy. Each member of the Board of Trustees or an Advisory Board is given the written policy and is requested to review and understand the terms of the policy and to immediately disclose any possible financial, personal, familial, or business relationship that may give rise to a conflict. Each Trustee completes an annual disclosure form. The disclosure forms are reviewed annually by Management and the Audit Committee Chair. Form 990, Part VI, Section B, line 15 Middlebury has a formal compensation committee who reviews and recommends to the full board the compensation for the top management officials. The Compensation Committee consists of the Chair, Vice Chair, and one Trustee appointed by the Chair. The Committee establishes goals for the President and the annual performance appraisal process. The Committee reviews and sets total compensation for the President of the Middlebury as well as reviews and comments on compensation and contracts for other senior officers of the Middlebury. The Committee is authorized to engage legal counsel and compensation consultants as appropriate. The Compensation Committee normally meets in late June to complete the presidential assessment for the current year and sets goals for the following year. The Treasurer reviews with the Committee the Schedule J of the IRS Form 990. The Treasurer reviews with the Committee comparable compensation data prepared by an independent third party compensation consultant. The President provides to the Committee performance reviews of senior administrators. Form 990, Part VI, Section C, line 19 Middlebury has made its annual audited financial statements available to the general public by posting the statements on the its website. Middlebury will also provide copies upon request and copies are available in the financial offices. The conflict of interest policy is also posted on the website. Middlebury's Form 990 is available through Guidestar.org. Form 990, Part XI, line 9: Change in deferred gifts -3,904,939. rounding 488. Form 990, Part XII, Line 2c Middlebury has not changed its oversight of the audit or selection of the independent accountant process. The President and Friends of Middlebury College Controllers Office Middlebury VT 05753 030285938 Promoting the educational purpose of running dining events and eateries VT 501(c)(3) 9 President and Fellows of Middlebury College 1 Delineation Corporation Controllers Office Middlebury VT 05753 237259519 To receive or purchase real and personal property for the benefit of MC. VT 501(c)(2) President and Fellows of Middlebury College 1 Green Mountain Higher Education Consortium Inc 84 S Service Road 202B Middlebury VT 05753 901113280 Promoting the educational purpose and consolidating services VT 501(c)(3) 9 0 Charitable remainder trust (56) see Part VII note for Col CFG Middlebury VT 05753 Investment Support VT N/A T 1 Charitable lead trust (3) see Part VII note for Col CFG Middlebury VT 05753 Investment Support VT N/A T 1 Pooled income fund (2) Middlebury College Middlebury VT 05753 Investment Support VT N/A T 1 Life income fund (1) Middlebury College Middlebury VT 05753 Investment Support VT N/A T 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 President and Friends of Middlebury College D 12755518 FMV Delineation Corporation D 21285841 FMV Charitable Gift Annuities (4) S 4653148 FMV Schedule R; Part IV; Column C Legal Domicile - Charitable Remainder Trust includes Vermont and Massachusetts Charitable Lead Trust include Vermont and District of Columbia