2012-05-09T14:05:28-07:00 2011-06-30 990 2010-07-01 010211497 PRESIDENT & TRUSTEES OF COLBY COLLEGE PRES 2078594127 4120 Mayflower Hill Waterville ME 04901 Douglas Terp 2078594770 2012-05-10 2010 2016-02-24 21:20:13Z William D Adams 4605 Mayflower Hill Waterville ME 04901 260671000 0 X www.colby.edu X 1821 ME Education 34 33 2632 5500 224000 -469633 29898000 22558000 98153000 102634000 18634000 32508000 438000 294000 147123000 157994000 22566000 24013000 0 0 57873000 60265000 0 0 5248000 51171000 51944000 131610000 136222000 15513000 21772000 928434000 1050624000 133943000 131831000 794491000 918793000 Colby seeks to provide a unique educational experience and a broad acquaintance with human knowledge to enable each student to fulfill his or her own unique potential. 0 0 111003000 24013000 102634000 Post secondary education: Instruction of 1,825 undergraduate students in 2010/11. 491 were graduated in the 2010/11 year. This includes expenditures for faculty, dormitories and dining, student and academic support services, campus maintenance services and other related costs. 0 0 0 111003000 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 1 0 0 1 0 1 1 0 0 0 1 1 0 0 0 1 3078 1 1 2632 1 1 1 1 SP FR UK 0 0 0 1 1 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 Ruben L Rivera 2078594127 4120 Mayflower Hill Waterville ME 04901 Adams William D 40 X X 405047 0 124544 Diamond Robert E 5 X 0 0 0 Uchida Richard Y 5 X 0 0 0 Boulos Joseph F 5 X 0 0 0 Causey Julie Sands 5 X 0 0 0 Connolly Ann Marie 5 X 0 0 0 Corbett Rebecca Littleton 5 X 0 0 0 Cotter William R 5 X 0 0 0 Cowie James E 5 X 0 0 0 Crawford James B 5 X 0 0 0 Devine John B 5 X 0 0 0 Fuss Diana J 5 X 0 0 0 Gelbard Robert S 5 X 0 0 0 Goldfarb William H 5 X 0 0 0 Gordon Michael L 5 X 0 0 0 Halloran Todd W 5 X 0 0 0 Hoopes Jr Robert R 5 X 0 0 0 James Emma J 5 X 0 0 0 Khoury Colleen A 5 X 0 0 0 Krensky Harry F 5 X 0 0 0 Lawry Seth W 5 X 0 0 0 Lunder Paula Crane 5 X 0 0 0 McClain John W 5 X 0 0 0 Montgoris William 5 X 0 0 0 Morgan Betsy L 5 X 0 0 0 Oates William A 5 X 0 0 0 Powers M Jane 5 X 0 0 0 Pugh Lawrence R 5 X 0 0 0 Pulver David 5 X 0 0 0 Rosengren Eric 5 X 0 0 0 Siritunga Dilan 5 X 0 0 0 Snyder Edward A 5 X 0 0 0 Spillane Paul G 5 X 0 0 0 Strider Robert EL 5 X 0 0 0 Sylvester Michael S 5 X 0 0 0 Terrell Charles 5 X 0 0 0 Woodfork Joshua C 5 X 0 0 0 Terp Douglas C 40 X 221072 0 53866 Cox Deborah Dutton 40 X 161132 0 28626 Beverage Parker J 40 X 157636 0 20916 Terhune James S 40 X 143228 0 34762 Baker Sally A 40 X 138608 0 23415 Kletzer Lori G 40 X 121941 0 3582 Reinhardt Douglas E 40 X 178648 0 25059 Yeterian Edward H 40 X 220976 0 26322 Maisel L Sandy 40 X 190106 0 26751 Mackenzie G Calvin 40 X 185758 0 23776 Whitmore Richard L 40 X 160103 0 23379 Cole F Russell 40 X 151881 0 22874 Kassman Janice A 40 X 135751 0 19642 Ammons Richard 40 X 129883 0 15649 2701770 0 473163 89 1 1 0 Sodexo Operations LLC PO Box 5035 Boston MA 02107 Food Services 5626186 H P Cummings Construction Co Inc PO Box 297 Winthrop ME 04364 Construction 2008490 Frederick Fisher & Partners 12248 Santa Monica Blvd Los Angeles CA 900252518 Architectural 944957 Mayberry Builders 30 Libby Hill Rd Oakland ME 04963 Construction 676686 H T Winters Co Inc 43 Bay Street Winslow ME 04901 Construction 553674 19 0 0 0 0 1726000 20832000 6066000 22558000 Tuition and fees 611310 78881000 78881000 0 0 Auxiliary 611710 22215000 22215000 0 0 Other Program Service Revenue 611710 1137000 1137000 0 0 Summer Programs 900099 399000 0 399000 0 Physical Fitness Facility 713940 2000 0 2000 0 0 0 0 0 102634000 7432000 0 0 7432000 0 0 0 0 3000 0 0 3000 134000 0 0 0 134000 0 134000 0 0 134000 83247000 44506000 81317000 21360000 1930000 23146000 25076000 0 -177000 25253000 0 157000 0 0 157000 157000 157994000 102233000 224000 32979000 22159000 22159000 1854000 1854000 0 0 1759549 312385 1055274 391890 0 0 0 0 43379451 36208615 5097726 2073110 2833000 2280000 400000 153000 9205000 7416000 1202000 587000 3088000 2534000 385000 169000 6748000 5583000 732000 433000 166000 30000 127000 9000 157000 0 157000 0 0 0 0 0 5280000 0 5280000 0 0 0 0 0 0 0 0 0 11729000 10657000 702000 370000 2084000 1069000 1014000 1000 0 0 0 0 6906000 6078000 691000 137000 3362000 2910000 265000 187000 0 0 0 0 0 0 0 0 3299000 2935000 288000 76000 0 0 0 0 8366000 6817000 1226000 323000 1189000 983000 191000 15000 Dues and Memberships 451000 237000 170000 44000 Staff Recruitment 292000 237000 54000 1000 Miscellaneous 1915000 703000 934000 278000 136222000 111003000 19971000 5248000 0 0 28730000 32090000 149465000 140694000 2437000 3004000 226000 667000 0 0 10840000 9744000 722000 700000 2218000 1890000 277304000 103818000 163876000 173486000 97875000 97706000 456693000 572355000 15352000 18288000 928434000 1050624000 13065000 13120000 0 0 641000 671000 76704000 74865000 0 0 0 0 0 0 0 0 43533000 43175000 133943000 131831000 X 250020000 299005000 224555000 289844000 319916000 329944000 794491000 918793000 928434000 1050624000 X 21772000 102530000 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10000 10000 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 The College paid $10,000 in dues to various organizations, some portion of which may be used for lobbying in connection with issues that impact higher education. 238000 31974000 0 0 X X X X 0 502076000 13587000 125042000 7418000 16566000 5280000 611441000 452990000 8014000 67154000 7484000 13244000 5354000 502076000 600248000 5532000 -122565000 7712000 15399000 7114000 452990000 0.294 0.299 0.407 0 0 0 194000 194000 0 200573000 89778000 110795000 0 27620000 11868000 15752000 0 1786000 1069000 717000 0 47131000 1103000 46028000 173486000 Other Securities- Domestic Equity 22772000 F Other Securities- Hedge Funds 147391000 F Other Securities- Foreign Equity 12610000 F Other Securities- Real Estate 11125000 F Other Securities- Hard Asset 12438000 F Temporary Cash Investments 79050000 F Foreign Currency 25000 F Partnerships- Private Equity 156026000 F Partnerships- Foreign Equity 69880000 F Partnerships- Hedge Funds 19830000 F Partnerships- Hard Assets 12237000 F Partnerships- Real Estate 28971000 F 572355000 Government advances for student loans 5184000 Annuity obligations 12310000 Post retirement benefit obligation 21477000 Asset retirement obligation 4204000 43175000 157994000 136222000 21772000 101312000 0 0 0 1218000 102530000 124302000 254088000 101312000 0 0 62000 101374000 152714000 5280000 0 5280000 157994000 129786000 0 0 0 0 0 129786000 5280000 1156000 6436000 136222000 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Founded in 1959 and now comprising four wings, more than 6,000 works, and more than 28,000 square feet of exhibition space, the Colby College Museum of Art has built a significant permanent collection that specializes in American and contemporary art. The Museum is part of the Bixler Art and Music Center, a building named in honor of President J. Seelye Bixler (1942-1960) in recognition of his visionary support for the arts at Colby. The Museum serves both as a teaching resource for Colby College and as an active cultural institution for the residents of Maine and visitors to the state. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The College's endowment funds provide income and support for the furtherance of the educational mission of the College. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The College accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax effect is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The College has a number of tax positions, none of which result in an uncertainty requiring recognition. The College is not currently under examination by any taxing jurisdictions. The College's Federal and state tax returns are generally open for examination for three years following the date filed. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Post retirement benefit cost change $3,306,000, Accretion of asset retirement obligation $62,000, Change in annuity and life income fund ($2,150,000). SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Accretion of asset retirement obligation $62,000 SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Post retirement benefit cost change $3,306,000, Change in annuity and life income fund ($2,150,000) 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 Annual publication of non-discriminatory policy in the region's largest newspaper, the Boston Globe. SchE_P01_S00_L06 Schedule E, Part I, Line 6 The College receives government grants for financial aid to students, faculty research, support of various innovative academic programs and energy related projects. 1 East Asia and the Pacific 0 1 Program Services Study Abroad Programs 47000 Europe (including Iceland and Greenland) 3 7 Program Services Study Abroad Programs 1187000 Russia and the newly independent States 0 0 Program Services Study Abroad Programs 107000 South America 0 2 Program Services Study Abroad Programs 113000 South Asia 0 2 Program Services Study Abroad Programs 105000 East Asia and the Pacific 0 0 Grantmaking 370000 Europe (including Iceland and Greenland) 0 0 Grantmaking 984000 Russia and the newly independent States 0 0 Grantmaking 173000 South America 0 0 Grantmaking 232000 South Asia 0 0 Grantmaking 33000 Sub-Saharan Africa 0 0 Grantmaking 62000 Europe (including Iceland and Greenland) 0 0 Investments 3792000 Central America and the Caribbean 0 0 Investments 31410000 East Asia and the Pacific 0 0 Investments 3645000 3 12 42260000 Scholarships East Asia and the Pacific 13 370000 check Scholarships Europe (including Iceland and Greenland) 41 984000 check Scholarships Russia and the newly independent States 5 173000 check Scholarships South America 11 232000 check Scholarships South Asia 2 33000 check Scholarships Sub-Saharan Africa 3 62000 check 1 0 1 1 1 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Grants to students are made in accordance with Federal and Institutional Financial Aid policies. The grant funds are used for academic course work for foreign study-abroad. The Registrar's Office determines that academic standards are met before academic credit is received by the student. 1 Scholarships to students 739 0 22159000 Credit to student accounts SchI_P01_S00_L02 Schedule I, Part I, Line 2 Grants are made and monitored in accordance with Federal and Institutional Financial Aid policies. Amounts are applied to student accounts as credits to the bill at the bursar's office to offset academic charges. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 Adams William D 387839 0 500 0 16708 0 72802 0 51742 0 529591 0 0 0 Terp Douglas C 214912 0 500 0 5660 0 20352 0 33514 0 274938 0 0 0 Cox Deborah Dutton 159612 0 500 0 1020 0 14802 0 13824 0 189758 0 0 0 Beverage Parker J 153576 0 500 0 3560 0 13752 0 7164 0 178552 0 0 0 Terhune James S 141528 0 500 0 1200 0 13610 0 21152 0 177990 0 0 0 Baker Sally A 137087 0 500 0 1020 0 12595 0 10820 0 162022 0 0 0 Kletzer Lori G 108100 0 0 0 13841 0 0 0 3582 0 125523 0 0 0 Kassman Janice A 131558 0 500 0 3693 0 11634 0 8007 0 155392 0 0 0 Ammons Richard 128863 0 0 0 1020 0 9667 0 5982 0 145532 0 0 0 Reinhardt Douglas E 174183 0 500 0 3965 0 16002 0 9057 0 203707 0 0 0 Yeterian Edward H 214560 0 500 0 5916 0 19902 0 6420 0 247298 0 0 0 Maisel L Sandy 184606 0 500 0 5000 0 17094 0 9657 0 216857 0 0 0 Mackenzie G Calvin 181506 0 500 0 3752 0 16519 0 7257 0 209534 0 0 0 Whitmore Richard L 156162 0 500 0 3441 0 14211 0 9168 0 183482 0 0 0 Cole F Russell 149248 0 500 0 2133 0 14211 0 8663 0 174755 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Travel for companions- William D. Adams. Travel for companions is solely permitted when the companion's travel is in furtherance of the College's business purposes. Housing allowance or residence- William D. Adams. Housing allowance provided as a working condition fringe benefit. All benefits were provided in accordance with written College policies. None of the benefits were treated as taxable compensation. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 President William D. Adams participates in a deferred compensation arrangement. The amount earned in fiscal year 2011 under the program totaled $50,000. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 Bonus amounts reported on Schedule J, Part II, column (B)(ii) are determined by the Board of Trustees. Maine Health & Higher Educational Facilities Authority 010314384 560425MD9 2003-07-24 11575000 Facilities 0 0 1 Maine Health & Higher Educational Facilities Authority 010314384 560425UZ1 2005-08-17 18325000 Facilities 0 0 1 Maine Health & Higher Educational Facilities Authority 010314384 5604252A7 2006-09-06 14025000 Facilities 0 0 1 Maine Health & Higher Educational Facilities Authority 010314384 560425H37 2007-07-17 9260000 Facilities 0 0 1 0 0 11964644 1313205 32531 0 150464 0 0 10463071 5373 0 2004 0 0 1 1 0 0 19143710 1829813 0 0 232436 0 0 17076720 4741 0 2006 0 0 1 1 0 0 14203352 1236740 0 0 178352 0 0 12788260 0 0 2007 0 0 1 1 0 0 10423507 851141 0 0 114817 0 0 9454871 2678 0 1997 1 0 1 1 0 0 1 0 1 0.002 0 0.002 1 0 0 1 0 1 0.001 0 0.001 1 0 0 1 0 1 0.022 0.001 0.023 1 0 0 1 0 1 0.005 0 0.005 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SchK_P01_S00_L00 Schedule K, Part I The amount included on Form 990, Schedule K, Part I, represents the par value of the College's portion of each pooled bond issue. The issue price listed on Form 8038, Part III, Line 21(b), includes proceeds for other institutions in addition to the College as follows: Line A- $60,650,695 (CUSIP #560425MY3), Line B- $50,233,325 (CUSIP #560425VW7), Line C- $14,200,000 (CUSIP #XXX-XX-XXXX), Line D- $97,716,087 (CUSIP#560425L40), Line A (2nd page)- $72,040,461 (CUSIP #560425V72), Line B (2nd page)- $48,451,841 (CUSIP #560525Z78), Line C (2nd page)- $96,755,000 (CUSIP #560427HX7) Maine Health & Higher Educational Facilities Authority 010314384 560425T83 2007-11-01 11525000 Facilities 0 0 1 Maine Health & Higher Educational Facilities Authority 010314384 560425W97 2008-06-19 12915000 Facilities 0 0 1 Maine Health & Higher Educational Facilities Authority 010314384 560427HM1 2010-06-24 7025000 Facilities 0 0 1 0 0 11833943 860000 0 0 143259 0 0 10830141 543 0 2008 0 0 1 1 0 0 14117084 1095056 0 0 252037 0 0 12765505 4486 0 2009 1 0 1 1 78074 0 9173706 924051 0 0 75797 0 0 8171892 1966 0 2002 0 1 1 1 0 0 1 0 1 0.01 0 0.01 1 0 0 1 0 1 0.009 0.015 0.024 1 0 0 1 0 1 0.004 0.008 0.012 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 James S Terhune mortgage on primary residence X 245000 220000 0 1 1 Deborah Dutton Cox mortgage on primary residence X 222500 197000 0 1 1 Teresa E Cowdrey mortgage on primary residence X 250000 250000 0 1 1 667000 Martha Reinhardt spouse of key employee 14839 compensation 0 SchL_P02_S00_L00 Schedule L, Part II Teresa E. Cowdrey, mortgage on primary residence. Mortgage was issued on June 30, 2011 while Ms. Cowdrey's appointment as an Officer was effective July 1, 2011. X 21 238000 qualified appraisals X 129 5367000 IRS valuation on gift date X 1 459000 qualified appraisal X Educational Materials 33 2000 Cost of donated materials 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b The College utilizes financial services firms to assist with the sales of publicly traded securities, real estate and other similar non-cash gifts. All transactions are conducted at arms-length and for good and sufficient consideration. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The return is reviewed by an independent accounting firm and the audit subcommittee of the Board of Trustees. The College provides an electronic copy of the full IRS Form 990 via a password protected web-site on which the form may be viewed by all voting members of the Board of Trustees prior to filing. The College notifies Board members that the Form 990 is available for review on that site. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c A Conflict of Interest questionnaire is completed annually by all members of the Board of Trustees, all Officers and all Key Employees. The completed questionnaires are reviewed by College management and any potential conflicts are discussed with the Audit Subcommittee of the Board of Trustees. The Audit Subcommittee will enforce compliance with the Conflict of Interest policy. Any individual with a conflict of interest is prohibited from participating in deliberations and decisions involving the transaction. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 For the President's compensation, a comparison to peer institutions is undertaken annually. In addition, each year an independent compensation consultant is engaged to assess the reasonableness of the compensation amount. The President's compensation amount is reviewed and approved annually by the Executive Committee of the Board of Trustees. For all other Officers and Key Employees, a comparison to peer institutions is undertaken annually. The College President will recommend the annual compensation amounts for all other Officers and Key Employees, which are reviewed and approved annually by the Executive Committee of the Board of Trustees. Compensation of the President, Officers and Key Employees is set by independent persons and documented contemporaneously. F990_P06_S0C_L17 Form 990, Part VI, Section C, Line 17 The College is not required to file Form 990 in any state. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Annual financial statement is available on Colby's public web-site. Other governing documents and the conflict of interest policy are made available to the public upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gain on investments $101,312,000, Post retirement benefit cost change $3,306,000, Accretion of asset retirement obligation $62,000, Change in annuity and life income funds ($2,150,000) Colby College Charitable Trust 4120 Mayflower Hill Waterville ME 04901 010529787 supporting organization ME 501(c)(3) support org- Type II N/A 1 Mayflower Hill Broadcasting WMHB 4000 Mayflower Hill Waterville ME 04901 141876184 operation of radio station ME 501(c)(3) 7 N/A 1 Colby College UK c/o Colby College 4120 Mayflower Hill Waterville ME 04901 foreign educational program- ceased operations ME foreign exempt org. N/A 1 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 237766449 Charitable Remainder Unitrust ME N/A T 0 891766 0.64 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016123127 Charitable Remainder Unitrust ME N/A T 0 108067 0.71 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016142835 Charitable Remainder Unitrust ME N/A T 0 96630 0.74 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 222812875 Charitable Remainder Unitrust ME N/A T 0 296105 0.69 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016146901 Charitable Remainder Unitrust ME N/A T 0 298826 0.53 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 207248326 Charitable Remainder Unitrust ME N/A T 0 13315 0.62 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 046828411 Charitable Remainder Unitrust ME N/A T 0 91071 0.67 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 046828413 Charitable Remainder Unitrust ME N/A T 0 10 1 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 900031369 Charitable Remainder Unitrust ME N/A T 0 237887 0.67 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016130586 Charitable Remainder Unitrust ME N/A T 0 157518 0.57 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016146241 Charitable Remainder Unitrust ME N/A T 0 57261 0.65 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 046827001 Charitable Remainder Unitrust ME N/A T 0 717002 0.75 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016166665 Charitable Remainder Unitrust ME N/A T 0 55107 0.6 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016129534 Charitable Remainder Unitrust ME N/A T 0 186811 0.67 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 010469338 Charitable Remainder Unitrust ME N/A T 0 1121310 0.73 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016138533 Charitable Remainder Unitrust ME N/A T 0 74076 0.71 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016130119 Charitable Remainder Unitrust ME N/A T 0 97905 0.62 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 226526634 Charitable Remainder Unitrust ME N/A T 0 346259 0.75 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 046847678 Charitable Remainder Unitrust ME N/A T 0 180074 0.64 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016135545 Charitable Remainder Unitrust ME N/A T 0 127077 0.7 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 010373288 Charitable Remainder Unitrust ME N/A T 0 452209 0.55 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016117116 Charitable Remainder Unitrust ME N/A T 0 434885 0.61 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016156912 Charitable Remainder Unitrust ME N/A T 0 815188 0.69 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016131802 Charitable Remainder Unitrust ME N/A T 0 72543 0.6 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016158541 Charitable Remainder Unitrust ME N/A T 0 59140 0.63 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 016084099 Charitable Remainder Trust ME N/A T 0 43365 0.51 Charitable Remainder Trust 4120 Mayflower Hill Waterville ME 04901 306095442 Charitable Remainder Trust ME N/A T 0 548130 0.51 Charitable Remainder Annuity Trust 4120 Mayflower Hill Waterville ME 04901 226435072 Charitable Remainder Annuity Trust ME N/A T 0 62205 0.55 Colby College Pooled Income Fund B 4120 Mayflower Hill Waterville ME 04901 237263555 Charitable Remainder Unitrust ME N/A T 0 1462155 0.94 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SchR_P04_S00_L00 Schedule R, Part IV The legal Charitable Trust names, which include donor/contributor names, have been omitted to protect the privacy of the donor/contributor. Such information is immediately available to the IRS upon request.