2012-05-15T14:16:21-04:00 2011-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2010-07-01 060646927 Trustees of Trinity College The TRIN 8602972000 300 Summit Street Hartford CT 06106 GUY P DRAPEAU 2012-05-15 true PRICEWATERHOUSECOOPERS LLP 6175305000 2010 2016-02-24 21:20:13Z JAMES F JONES JR 300 SUMMIT STREET HARTFORD CT 06106 272891577 false X www.trincoll.edu X 1823 CT SEE SCHEDULE O 35 32 2139 500 -368123 -691499 24149942 34740451 112565824 117739446 2430105 18937593 2338449 2933769 141484320 174351259 31257567 33640095 0 0 64240257 62565852 0 0 7176242 63050621 64901330 158548445 161107277 -17064125 13243982 705692665 774191518 204164854 203390639 501527811 570800879 X SEE SCHEDULE O false false 90440668 33640095 97493063 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. 22156900 0 20246383 THE COLLEGE PROVIDED RESIDENTIAL AND DINING SERVICES TO STUDENTS. 12568055 PLANT 10235836 STUDENT SERVICES 1599992 INSTITUTIONAL SUPPORT 1373332 PUBLIC SERVICE 25777215 0 0 138374783 true true false true false false true false true true true false false true false false true true true true false false false false false false false true true true false false false false false false false false true true true true false false false true true true false false true 435 0 true 2139 true true true true IT false false false false false false false false X 35 32 false false false false false false false true true false false true true true true true true true true false X X GUY P DRAPEAU 8602974210 300 SUMMIT STREET HARTFORD CT 061063100 X Paul E Raether 1.0 X 0 0 0 Andy F Bessette 1.0 X 0 0 0 Thomas R Savage 1.0 X 0 0 0 Alfonso L Carney Jr Esq 1.0 X 0 0 0 Rodney D Day III 1.0 X 0 0 0 George A Kellner Esq 1.0 X 0 0 0 ALEXANDER H LEVI 1.0 X 0 0 0 Michael D Loberg 1.0 X 0 0 0 Alexander P Lynch 1.0 X 0 0 0 WILLIAM C RICHARDSON 1.0 X 0 0 0 RONALD V WATERS III 1.0 X 0 0 0 Alice M O'Connor 1.0 X 0 0 0 Penny Sanchez 1.0 X 0 0 0 Edward C Rorer 1.0 X 0 0 0 Cornelia Parsons Thornburgh 1.0 X 0 0 0 W James Tozer Jr 1.0 X 0 0 0 Peter R Blum 1.0 X 0 0 0 Philip S Khoury 1.0 X 0 0 0 Elaine Patterson 1.0 X 0 0 0 Timothy J Walsh 1.0 X 0 0 0 EMILY L BOGLE 1.0 X 0 0 0 James F Jones JR 40.0 X X 431910 0 148645 Sophie Bell Ayres 1.0 X 0 0 0 Patrice Ball-Reed 1.0 X 0 0 0 Thomas R Dibenedetto 1.0 X 0 0 0 Nina McNeely Diefenbach 1.0 X 0 0 0 Luis J Fernandez 1.0 X 0 0 0 John S Gates Jr 1.0 X 0 0 0 Jeffrey E Kelter 1.0 X 0 0 0 Luther L Terry Jr 1.0 X 0 0 0 SARAH KOEPPEL COHN 1.0 X 0 0 0 JOSHUA C GRUSS 1.0 X 0 0 0 L PETER LAWRENCE 1.0 X 0 0 0 BILL MARIMOW 1.0 X 0 0 0 KAREN K THOMAS 1.0 X 0 0 0 Scott W Reynolds 24.0 X 89669 0 22396 Paul Mutone 40.0 X 302017 0 115776 Rena Fraden 40.0 X 220899 0 74890 Ronald A Joyce 40.0 X 254438 0 41445 William H Reynolds JR 40.0 X 232524 0 25945 Louis P Masur 40.0 X 185676 0 51807 Raymond W Baker 40.0 X 171106 0 30069 Barry A Kosmin 40.0 X 167060 0 32565 Larry R Dow 40.0 X 175543 0 31707 2230842 0 575245 98 false true false CHARTWELLS PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICES 8379314 ENTERPRISE BUILDERS INC 46 SHEPARD DRIVE NEWINGTON CT 06111 CONSTRUCTION 1927823 TRADESMEN OF NEW ENGLAND LLC 21 EAST DUDLEY TOWN ROAD BLOOMFIELD CT 06002 CONSTRUCTION 1387765 LUPACHINO SALVATORE INC 15 NORTHWOOD DRIVE BLOOMFIELD CT 06002 CONSTRUCTION 824685 WESTBORO TENNIS SURFACES 52 LACKEY STREET WESTBORO MA 01581 CONSTRUCTION 674578 22 3422468 31317983 4122874 34740451 TUITION & FEES 900099 97493063 97493063 DINING FACILITIES 722210 7044783 7044783 DORMITORY FEES 721000 13171038 13171038 ALUMNI/FACULTY CENTER 900099 30562 30562 117739446 2401070 -368123 2769193 0 0 86550 94108 -7558 -7558 -7558 115896316 -913583 98446210 0 17450106 -913583 16536523 16536523 0 0 0 OTHER REVENUE 900099 2941327 2941327 2941327 174351259 117739446 -368123 22239485 0 33640095 33640095 0 0 1590020 586066 562932 441022 45300 45300 47193150 40275129 3713075 3204946 3318379 2722444 358354 237581 7117917 6224158 516429 377330 3301086 2786033 278269 236784 0 304571 116729 184242 3600 275678 18480 256878 320 0 0 3667168 0 3667168 0 2659464 1836216 319811 503437 205843 96037 19191 90615 2266700 1318152 190818 757730 1114459 352876 688421 73162 0 3675884 3671685 4199 4227931 3318327 165395 744209 0 144231 107743 9392 27096 6397574 5323038 1074536 0 0 13150746 12245727 904330 689 1450346 993645 456534 167 BOOKS & PERIODICALS 1680396 1678235 0 2161 EQUIP RENTAL & MAINTENANCE 1355319 1153377 161311 40631 PROGRAM 4845692 4580668 22042 242982 ROOM & BOARD 7993566 7993566 0 0 UTILITIES 4547298 4543804 3494 0 4938464 2792553 1999431 146480 161107277 138374783 15556252 7176242 56996528 57087126 32344673 38973635 1533104 1177454 5599287 5349623 72593 100242 372428 543591 456107805 189878133 269258606 266229672 153165586 218218786 182871020 182880834 3478840 3630555 705692665 774191518 14479323 14935493 1587057 1668445 150952700 147788079 347732 392600 36798042 38606022 204164854 203390639 X 75173705 86766815 184107227 227132431 242246879 256901633 501527811 570800879 705692665 774191518 X 13243982 56029086 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1 1 false SCHEDULE C, PART II-B, LINE 1I TRINITY COLLEGE PAID DUES OR MEMBERSHIPS OF $507,520 DURING THE FISCAL YEAR 2011 TO CERTAIN ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. X X X false 307807228 14163865 133577135 3588820 11639440 3667168 436652800 339757696 6478223 48298121 4189177 15780592 3757043 370807228 434330841 8885776 -79414718 4371772 16031236 3641195 339757696 0.06000 0.94000 false false 27546747 27546747 357595192 148071406 209523786 52390550 41806727 10583823 15018100 3557216 18575316 266229672 HEDGE FUNDS 182880834 F 182880834 27184 PV OF SPLIT-INT OBLIGATIONS 5319284 CONTRIBUTIONS DUE TO OTHERS 102140 FEDERAL STUDENT LOAN FUNDS 3205015 ACCRUED POST-RETIREMENT BENEFI 5125636 BARBIERI SEVERANCE 316035 LIABILITY FOR ASSET RETIREMENT 24510728 38606022 COLLECTION OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS FORM 990, SCHEDULE D, PART III, LINE 1A 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. Exhibitions 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. form 990, schedule D, 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. schedule d, part x the financial statements did not report a fin 48 liability. true true true true true true true false false false false false false false false true false true SCHEDULE E - EXPLANATION FOR LINE 3 TRINITY COLLEGE'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED IN THE COLLEGE BULLETIN. IT ALSO APPEARS ON THE TRINITY COLLEGE WEB SITE UNDER STUDENT LIFE - DIVERSITY GENDER AND FACULTY MANUAL PAGES. SCHEDULE E - EXPLANATION FOR LINE 6A TRINITY COLLEGE RECEIVED FUNDS FOR FINANCIAL AID FROM THE UNITED STATES DEPARTMENT OF EDUCATION. Europe (Including Iceland and Greenland) 4 15 Program Services STUDY ABROAD 1286440 Sub-Saharan Africa 1 1 Program Services STUDY ABROAD 232952 South America 2 7 Program Services STUDY ABROAD 618717 Central America and the Caribbean 0 0 Investments 88048281 7 23 7 23 90186390 90186390 true false true true true false SCHEDULE F, PART I, COLUMN F ACTIVITIES OUTSIDE THE US 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. true GRANTS AND SCHOLARSHIPS FOR STUDENTS 972 33640095 0 PART I, LINE 2 - Grants and Allocations APPROXIMATELY 44 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. A COMPLETE LISTING OF FINANCIAL RECIPIENTS IS AVAILABLE AT THE COLLEGE'S FINANCIAL AID OFFICE. The College's financial aid office monitors the disbursement of financial aid. part III the cash grant includes credits on student accounts. X X X false true X X X false true false false false false false false false James F Jones JR 364543 0 0 0 67367 0 104500 0 44145 0 580555 0 0 0 Rena Fraden 217399 0 0 0 3500 0 20250 0 54640 0 295789 0 0 0 Ronald A Joyce 247143 0 0 0 7295 0 23400 0 18045 0 295883 0 0 0 Paul Mutone 293726 0 0 0 8291 0 24500 0 91276 0 417793 0 0 0 William H Reynolds JR 210000 0 0 0 22524 0 18900 0 7045 0 258469 0 0 0 Louis P Masur 185676 0 0 0 0 0 17100 0 34707 0 237483 0 0 0 Raymond W Baker 171106 0 0 0 0 0 15755 0 14314 0 201175 0 0 0 Barry A Kosmin 167060 0 0 0 0 0 15572 0 16993 0 199625 0 0 0 Larry R Dow 175543 0 0 0 0 0 16200 0 15507 0 207250 0 0 0 Schedule J, Part I, Line 1a TRAVEL FOR COMPANIONS THE SPOUSES OF THE PRESIDENT AND VICE PRESIDENT FOR COLLEGE 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. 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 as a condition of employment for the convenience of the employer. THE VP OF FINANCE RECEIVES A HOUSING ALLOWANCE WHICH IS TREATED AS TAXABLE AND INCLUDED IN COLUMN (B)(III) HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES A MEMBERSHIP IN A SOCIAL CLUB IS PROVIDED FOR THE PRESIDENT AND HIS SPOUSE, WHO IS EMPLOYED BY THE ADVANCEMENT OFFICE, AND THE VICE PRESIDENT FOR COLLEGE ADVANCEMENT AND IS USED FOR FUNDRAISING ACTIVITIES. THEY IDENTIFY AND PAY FOR ANY PERSONAL USE OF THE SOCIAL CLUB. SCHEDULE J, PART I, LINE 4B IN FY07 THE COLLEGE ESTABLISHED A NEW CONTINGENT DEFERRED COMPENSATION PROGRAM FOR PRESIDENT JONES. UNDER THE AGREEMENT THE COLLEGE SHALL CONTRIBUTE $80,000 FOR EACH CONTRACT YEAR BEGINNING WITH THE YEAR ENDED JUNE 30, 2007. ALL ACCRUED DEFERRED COMPENSATION SHALL VEST AND BE PAID TO THE PRESIDENT OR HIS ESTATE ON THE EARLIER OF: THE PRESIDENT'S DEATH, THE PRESIDENT'S PERMANENT DISABILITY, THE PRESIDENT'S TERMINATION WITHOUT CAUSE BY THE COLLEGE OR THE PRESIDENT'S COMPLETION OF THE TERM OF HIS CURRENT EMPLOYment AGREEMENT ON JUNE 30, 2012. CONN HEALTH & ED FAC AUTH - SERIES H 060806186 20774LR56 2004-07-08 33719810 REFINANCED CHEFA E-1996 false false false CONN HEALTH & ED FAC AUTH - SERIES L 060806186 20774UG82 2008-08-05 15345000 REFINANCED CHEFA I-2005 false false false CONN HEALTH & ED FAC AUTH - SERIES J 060806186 20774UJF3 2007-03-07 49540630 REFINANCED CHEFA G-2001 false false false CONN HEALTH & ED FAC AUTH - SERIES K 060806186 20774UKS3 2007-03-07 24994272 CONSTRUCTION false false false 5950000 33719810 65541 323000 33331269 true false true 880000 15345000 269841 37059 15038100 true false true true 0 49540630 474898 1125000 47940732 true false true 1310000 24994272 137085 226000 24631187 false false true true false false false false false 0.00000 0.00000 0.00000 true false false false false false 0.00000 0.00000 0.00000 true false false false false false false false true false false false false false false false false false false false false false false false false KOHLBERG KRAVIS ROBERTS TRUSTEE IS PARTNER 9259467 VALUE OF INVESTMENT false COMPANY GRUSS COMPANY TRUSTEE IS PARTNER 1625056 VALUE OF INVESTMENT false JAN SHEETS JONES SPOUSE OF PRESIDENT 45300 COLLEGE EMPLOYEE false X 2 0 X 19073 APPRAISAL X 2 X 147 4076364 HIGH-LOW AVG X RECEPTIONS 10 25866 RECEIPTS PROVIDED X FLAGS 1 1571 RECEIPTS PROVIDED X FURNITURE 1 0 0 0 false true false SCHEDULE M, COLUMN B THE COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I AND PART III, LINE 1 ORGANIZATION'S MISSION TRINITY COLLEGE'S MISSION IS TO PROVIDE EXCELLENCE IN LIBERAL ARTS EDUCATION WITH EMPHASIS ON MAINTAINING AN OUTSTANDING FACULTY, RIGOROUS CURRICULUM, TALENTED AND MOTIVATED STUDENT BODY AND AN ATTRACTIVE, SUPPORTIVE AND SECURE CAMPUS COMMUNITY. From 990, Part IV, Line 12 and Part XII, Line 2 Trinity College has audited financial statements. However, because the financial statements are consolidated, this question is answered "NO". Form 990, Part VI, Section A, Line 11 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 COMPTROLLER 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, Lines 15A AND 15B ANNUALLY, THE COMPENSATION COMMITTEE OF THE COLLEGES 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. FORM 990, PART XI, LINE 5 UNREALIZED GAINS $ 55,335,916 TRANSFER FROM BARBIERI CENTER $ 693,170 TOTAL $ 56,029,086 FORM 990, SCHEDULE 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. BARBIERI CENTER INC 300 SUMMIT STREET HARTFORD CT 06106 510180636 EDUCATION CT 501(C)(3) 2 TRINITY COLL true POOLED INCOME FUND (3) SUPPORT CT NA TRUST CHARITABLE REMAINDER ANNUITY TRUST (1) SUPPORT CT NA TRUST CHARITABLE REMAINDER UNITRUSTS (26) SUPPORT CT NA TRUST false false false false false false false false false false false false false true false false true false BARBIERI CENTER Q 2174212 PART IV, LINE 3, COLUMN (C) THE TRUSTS ARE DOMICILED IN CT AND THE FOLLOWING STATES- VA, NY, MD, AND FL.