2026-05-15T19:18:53-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 060646927 TRINITY COLLEGE TRIN 8602972000 300 SUMMIT STREET HARTFORD CT 06106 SCOTT JORDAN VICE PRESIDENT AND CFO 8602972000 2026-05-15 1 1 LAURA J KENNEY P00202198 6177170831 2026-05-15 2024 2025-03-06 01:10:19Z JOANNE BERGER-SWEENEY 300 SUMMIT STREET HARTFORD CT 06106 607650170 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. 37 36 1775 500 1402061 0 45043310 46500647 187151412 191835825 34012501 37743642 6719394 4925590 272926617 281005704 84050970 88642438 0 0 83054436 80257821 0 0 6727809 104122096 115441457 271227502 284341716 1699115 -3336012 1220832080 1280029100 220675152 208742445 1000156928 1071286655 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 168811742 88642438 162795522 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. 27135574 0 29040303 THE COLLEGE PROVIDED RESIDENTIAL AND DINING SERVICES TO STUDENTS. 20714350 0 0 THE COLLEGE MAINTAINS A BEAUTIFUL 100 ACRE CAMPUS WITH CLASSIC COLLEGIATE ARCHITECTURE. 17846224 0 0 STUDENT SERVICES 7963780 0 0 INSTITUTIONAL SUPPORT 1113520 0 0 PUBLIC SERVICE 0 0 4976525 26923524 0 4976525 243585190 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 1 601 0 1 1775 1 1 1 1 IT 0 0 0 0 0 0 0 0 1 0 X 37 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARCIA JOHNSON 8602972000 300 SUMMIT STREET HARTFORD CT 06106 JOANNE BERGER-SWEENEY PRESIDENT (UNTIL 06/25) 40.00 0.00 X X 2298765 0 119525 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 DIANE DEPATIE CONSOLI TRUSTEE 1.00 0.00 X 0 0 0 JAMES W CUMINALE 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 CHARITY ELDER 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 JEFFREY B HAWKINS TRUSTEE 1.00 0.00 X 0 0 0 AMANDA KAUFF JACOBSON 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 JOSHUA P NEWSOME 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 JORGE E RODRIGUEZ TRUSTEE 1.00 0.00 X 0 0 0 DAVID L SCHNADIG TRUSTEE 1.00 0.00 X 0 0 0 JOANNA SCOTT 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 KELLI HARRINGTON 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 (UNTIL 04/25) 40.00 0.00 X 367211 0 67167 DICKENS MATHIEU GENERAL COUNSEL, SECRETARY CLG 40.00 0.00 X 299126 0 69393 SONIA CARDENAS VP ACADEMIC AFFAIRS AND DEAN 40.00 0.00 X 336844 0 67167 AMANDA ESHLEMAN VP LIBRARY & INFORMATION TECH 40.00 0.00 X 291275 0 63539 JOSEPH DICHRISTINA VP ST AFFAIRS, DEAN CAMPUS LIFE 40.00 0.00 X 290824 0 79632 HELLEN HOM-DIAMOND VP STRAT MARKETING & COMMUNICATION 40.00 0.00 X 253225 0 55106 TOMMASI FUSCIELLO AVP CONSTRUCTION FAC & OPS 40.00 0.00 X 270592 0 53963 DAVARIAN BALDWIN DIST PROF AMERICAN STUDIES 40.00 0.00 X 281924 0 24977 4689786 0 600469 200 0 1 0 FIP CONSTRUCTION 1536 NEW BRITAIN AVE FARMINGTON CT 06032 CONSTRUCTION 19279976 ABM INDUSTRY GROUPS LLC 1350 EUCLID AVENUE CLEVELAND OH 44115 FACILITY SERVICES 14892959 CHARTWELLS PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICES 14080047 DANIEL O'CONNELL'S SONS 800 KELLY WAY HOLYOKE MA 01040 CONSTRUCTION 9770035 CENAXO LLC 16 TOLLAND TURNPIKE WILLINGTON CT 06279 CONSTRUCTION 1127909 31 1131905 45368742 6401787 46500647 TUITION & FEES 900099 162795522 162795522 DORMITORY FEES 721000 17348550 17348550 DINING FACILITIES 722514 11666437 11666437 ALUMNI/FACULTY CENTER 900099 25316 25316 191835825 8354295 865803 7488492 58550 109485 -50935 -50935 -50935 355388070 536258 326461776 73205 28926294 463053 29389347 536258 28853089 OTHER REVENUE AND FEES 900099 4976525 4976525 4976525 281005704 196812350 1402061 36290646 83256659 83256659 5385779 5385779 4387393 1871101 1476399 1039893 56962285 49047580 4770222 3144483 4884008 3980965 579139 323904 9843838 7095865 2281075 466898 4180297 3448156 429572 302569 574755 574755 406882 406882 18005621 18005621 18426527 16923044 1094157 409326 165277 150355 8036 6886 1689322 1151003 267372 270947 2936442 2310014 422925 203503 6262700 5746330 516370 5850716 5199690 343143 307883 225571 207388 12376 5807 3218916 3218916 16259422 16051139 208193 90 3105488 2276656 828832 ROOM AND BOARD 12751812 12751812 PROGRAM 9724266 9449572 169043 105651 TUITION 4425038 4425038 MEDICAL 2483895 2473685 10210 8928807 7164443 1624395 139969 284341716 243585190 34028717 6727809 57818967 60778086 29721389 32991322 2306434 2838784 3831138 3248940 16666 14056 1733225 1977481 730808633 367477676 345574740 363330957 384658208 430390264 394216258 383965506 955055 493704 1220832080 1280029100 31134890 22832702 2007972 2355100 146985397 143428766 40546893 40125877 220675152 208742445 X 124535637 132588338 875621291 938698317 1000156928 1071286655 1220832080 1280029100 -3336012 74465739 0 X 0 1 X 1 1 1 X 30521145 34659094 26272335 45043310 46500647 182996531 30521145 34659094 26272335 45043310 46500647 182996531 15160426 167836105 4971778 6049595 9987826 9710689 7547042 38266930 221263461 884609300 0.75850 0.72750 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 $705,579 DURING THE FISCAL YEAR 2025 TO CERTAIN ORGANIZATIONS WHICH MAY LOBBY ON ITS BEHALF. 7862102 X X X 0 850725222 15232452 107437599 10587280 32794931 18009621 912003441 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 0.00000 0.50000 0.50000 0 0 61513870 61513870 507667766 307704795 199962971 86743092 59772881 26970211 71365627 3518278 74883905 363330957 HEDGE FUNDS 83981929 F PRIVATE EQUITY 299983577 F 383965506 11116 PV OF SPLIT-INTEREST OBLIGATIONS 3823444 CONTRIBUTIONS DUE TO OTHERS 23590 FEDERAL STUDENT LOAN FUNDS 332005 ACCRUED POST-RETIREMENT BENEFITS 1046111 BARBIERI SEVERANCE -114952 LIABILITY FOR ASSET RETIREMENT 35004563 40125877 248515762 74465739 74465739 174050023 18005621 88950060 106955681 281005704 176881519 0 176881519 18005621 89454576 107460197 284341716 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 88,642,438. PRINCIPAL DRAWDOWN 417,107. RENT EXPENSE TO REVENUE -109,485. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASS 88,642,438. PRINCIPAL DRAWDOWN 417,107. RENT EXPENSE TO REVENUE -109,485. POST RETIREMENT CHANGES 36,134. INTEREST RATE SWAP LOSS 468,382. 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 MAINTAINS AND OPERATES UNDER A RACIALLY NONDISCRIMINATORY POLICY TOWARD STUDENTS, CONSISTENT WITH SECTIONS 4.01 THROUGH 4.05 OF REV. PROC.75-50. THE POLICY IS FORMALLY ADOPTED BY THE GOVERNING BODY, PUBLISHED IN ADMISSIONS AND STUDENT FACING MATERIALS, POSTED ON THE COLLEGE'S WEBSITE, AND APPLIED UNIFORMLY WITH RESPECT TO ADMISSIONS, FINANCIAL AID, EDUCATIONAL PROGRAMS, AND STUDENT SERVICES. THE COLLEGE MAINTAINS RECORDS SUFFICIENT TO DEMONSTRATE ADHERENCE TO THIS POLICY. 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 22626 EUROPE 2 5 PROGRAM SERVICES STUDY ABROAD 2364060 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD 36000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 311957 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 16250 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 19142 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD 22000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 21000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING STUDY ABROAD GRANTS 385495 EUROPE 0 0 GRANTMAKING STUDY ABROAD GRANTS 4476471 MIDDLE EAST AND N AFRICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 42645 SOUTH AMERICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 218462 SOUTH ASIA 0 0 GRANTMAKING STUDY ABROAD GRANTS 107463 SUB-SAHARAN AFRICA 0 0 GRANTMAKING STUDY ABROAD GRANTS 29544 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING STUDY ABROAD GRANTS 125699 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 84868326 EUROPE 0 0 INVESTMENTS 22188947 3 6 0 0 3 6 2813035 112443052 115256087 STUDENT GRANTS & SCHOLARSHIPS EUROPE 122 4476471 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 1 42645 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SOUTH AMERICA 5 218462 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SOUTH ASIA 3 107463 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS SUB-SAHARAN AFRICA 1 29544 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS CENTRAL AMERICA AND THE CARIBBEAN 3 125699 ON ACCOUNT N/A N/A STUDENT GRANTS & SCHOLARSHIPS EAST ASIA AND THE PACIFIC 14 385495 ON ACCOUNT N/A N/A 1 0 1 1 1 0 PART I, LINE 3: 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 0 0 GRANTS AND SCHOLARSHIPS FOR STUDENTS 1395 83256659 N/A N/A PART I, LINE 2: A MAJORITY 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. 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 (UNTIL 06/25) 613912 0 0 0 1684853 0 57500 0 62025 0 2418290 0 797810 0 DANNY HITCHELL VP FINANCE (UNTIL 04/25) 362423 0 0 0 4788 0 34500 0 32667 0 434378 0 0 0 SONIA CARDENAS VP ACADEMIC AFFAIRS AND DEAN 335860 0 0 0 984 0 34500 0 32667 0 404011 0 0 0 JOSEPH DICHRISTINA VP ST AFFAIRS, DEAN CAMPUS LIFE 279084 0 0 0 11740 0 28977 0 50655 0 370456 0 0 0 DICKENS MATHIEU GENERAL COUNSEL, SECRETARY CLG 299126 0 0 0 0 0 31368 0 38025 0 368519 0 0 0 AMANDA ESHLEMAN VP LIBRARY & INFORMATION TECH 261246 0 0 0 30029 0 27162 0 36377 0 354814 0 0 0 TOMMASI FUSCIELLO AVP CONSTRUCTION FAC & OPS 202403 0 0 0 68189 0 21391 0 32572 0 324555 0 0 0 HELLEN HOM-DIAMOND VP STRAT MARKETING & COMMUNICATION 243703 0 0 0 9522 0 24810 0 30296 0 308331 0 0 0 DAVARIAN BALDWIN DIST PROF AMERICAN STUDIES 241924 0 40000 0 0 0 23230 0 1747 0 306901 0 0 0 PART I, LINE 1A TRAVEL FOR COMPANIONS- THE SPOUSE OF THE PRESIDENT OCCASIONALLY TRAVELS WITH HER 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 PRESISDENT 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 HOUSING IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). 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 INDENTIFIES 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. IN 2024, $797,810 BECAME VESTED AND WAS PAID TO THE PRESIDENT. THIS AMOUNT IS REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III) AND IS ALSO REPORTED IN COLUMN (F) AS THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION IN PREVIOUS YEARS. PURSUANT TO THE TERMS OF A SECTION 457(F) DEFERRED COMPENSATION PLAN, THE VP OF FINANCE AND VP OF ACADEMIC AFFAIRS/DEAN ARE ENTITLED TO CERTAIN DEFERRED COMPENSATION BENEFITS, WHICH VEST UPON THE EARLIEST OF (1) A FIXED 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 OF FINANCE AND VP OF ACADEMIC AFFAIRS/DEAN IN THE AMOUNTS OF $4,788 AND $984, RESPECTIVELY. THE AMOUNTS PAID ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 7 ONE LISTED EMPLOYEE RECEIVED A RETENTION BONUS. PART II, LINE (1), COLUMN (B)(III): SABBATICAL - PURSUANT TO THE TERMS OF THE PRESIDENT'S EMPLOYMENT AGREEMENT, THE PRESIDENT RECEIVED SABBATICAL PAYMENTS OF $635,283 IN 2024. THESE PAYMENTS REPRESENT COMPENSATION ASSOCIATED WITH AN APPROVED SABBATICAL LEAVE AND ARE REFLECTED ON SCHEDULE J, PART II, COLUMN (B)(III). 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. CHEFA J-2007, CHEFA 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 8480000 15345000 269841 37049 15038110 1 0 1 1 B 20344096 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 113 5451637 HIGH-LOW AVG X FINE ART PHOTOGRAPHS 6 950150 APPRAISALS PROVIDED 6 0 1 0 PART I, COLUMN (B): THE COLLEGE IS REPORTING THE NUMBER OF CONTRIBUTIONS IN SCHEDULE M, PART I, COLUMN (B). 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 FOR BUDGET 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 1608282 11008511 0 0 0.71750 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.