2015-05-12T09:27:44-05:00 2014-06-30 135565207 KPMG LLP Two Financial Center 60 SStreet Boston MA 02111 990 2013-07-01 030179298 President and Fellows of Middlebury College PRES 8024435699 Controllers Office No 102 Middlebury VT 05753 Patrick J Norton VP Finance & Treas, 8024435699 2015-05-12 1 Shyamalee A Joseph P01085371 6179881000 2013 2016-03-07 17:11:31Z Ronald D Liebowitz Old Chapel Road Middlebury VT 05753 390254608 0 X http://www.middlebury.edu X 1800 VT We are a global liberal arts college offering undergraduate, graduate, and specialized programs. 33 31 5236 2298 2035757 -629142 61747381 54237347 211067814 210918346 38731224 60107173 196283 144742 311742702 325407608 50326414 52908352 0 0 148322437 154830983 0 0 6367051 104565740 112274616 303214591 320013951 8528111 5393657 1534130040 1637220577 389631684 393349565 1144498356 1243871012 X At Middlebury College we challenge students to participate fully in a vibrant and diverse academic community. The College'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 the College 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 81856248 194546011 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. 48209383 1086870 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. 90740625 51821482 Student services and financial aid represents expenses incurred in the support of the enrolled students. 40893614 15864622 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. 40893614 15864622 261699870 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 754 0 1 5236 1 1 1 1 GM FR RS SP UK IT JA CI EG AR AU CM JO 0 0 0 0 0 0 0 0 X 33 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 VT X X Patrick J Norton 8024435699 Old Chapel Middlebury VT 05753 Ronald Liebowitz President 40.00 1.50 X X 400650 0 93183 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 Trustee 5.00 X 0 0 0 Frederick M Fritz Charter Trustee 1.00 1.00 X 0 0 0 Louis Bacon Term Trustee 1.00 X 0 0 0 Anthony M Civale 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 Patrick L McConathy Term Trustee 1.00 X 0 0 0 Eve B Burton Term Trustee 1.00 X 0 0 0 Kimberly Collins Parizeau Charter Trustee 1.00 0.50 X 0 0 0 Steven B Peterson Term Trustee 1.00 X 0 0 0 Elisabeth B Robert Charter Trustee 1.00 0.50 X 0 0 0 James Edward Virtue Term Trustee 1.00 X 0 0 0 Adrian Benepe Alumni Trustee 1.00 X 0 0 0 Donald M Elliman Jr 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 Alumni Trustee 1.00 0.50 X 0 0 0 Garrett M Moran Term Trustee 1.00 X 0 0 0 S Carolyn Ramos Alumni Trustee 1.00 X 0 0 0 Amy Yeager Geier Term Trustee 1.00 X 15000 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 Kendrick R Wilson III Charter Trustee 1.00 0.50 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 Patrick J Norton Treasurer 40.00 1.50 X 253503 0 168173 David Donahue Secretary 40.00 X 152926 0 88942 Stephanie M Neil Asst. Secretary 40.00 X 70479 0 33348 Michael Geisler VPLS Sch Aboard & Graduate 40.00 X 219747 0 169875 Tim Spears VP for Academic Affairs 40.00 X 208658 0 73580 Sunder Ramaswamy President, Monterey 40.00 X 287994 0 130260 Shirley Collado Dean of College 40.00 X 191894 0 78511 William C Potter Director of CNS 40.00 X 264535 0 53101 Michael Schoenfeld SR VP & Chief Philan Advis 40.00 X 245247 0 66820 James Keyes VP for College Adv. 40.00 X 299272 0 108820 William Burger VP of Communications 40.00 X 266516 0 40013 Kateri Carmola Visiting Research Scholar 40.00 X 245237 0 24016 3121658 0 1128642 188 0 1 0 Sasaki Associates Inc 64 Pleasant Street Watertown MA 02472 Architect 1185836 CET Academic Programs 1920 N Street NW Suite 200 Washington DC 20036 Program Fee 916353 Adaptive Communications LLC 230 Commerce Way Suite 100 Portsmouth NH 03801 Wireless Service 621286 High Street Partners Inc Dept LA 23551 Pasadena CA 911853551 Consultants 386691 Premier Coach Co Inc 946 Route 7 S Milton VT 05468 Busline 368934 47 3748972 50488375 5387389 54237347 Tuition and Fees 611710 194546011 194546011 College Store 451211 2886780 2886780 Snow Bowl 713910 1220935 1220935 51 Main at the Bridge 722100 455620 455620 Advertising 541800 52093 52093 11756907 11756907 210918346 21908173 -161691 22069864 18128 18128 26720 0 26720 26720 26720 103046000 64847000 38199000 38199000 1589841 36609159 Reprographics sale 323100 70259 70259 Book store sale items 451211 29635 29635 99894 325407608 210410633 2035757 58723871 1086870 1086870 51821482 51821482 2115381 359615 1396151 359615 282895 232308 50587 112087837 93383579 15327586 3376672 11722132 9497510 1845439 379183 21221183 17193834 3340895 686454 7401555 5996891 1165242 239422 908542 299103 605259 4180 276773 91973 184800 17574 17574 3774769 3774769 716390 529359 159426 27605 1491192 948689 374566 167937 2561147 1063083 1474972 23092 11704506 10703595 995051 5860 7485852 6048766 1108977 328109 2418 2418 1033325 629771 384723 18831 13526702 12523316 1003386 23702212 17862300 5839912 2723801 2194170 529631 Contracted Services 14526466 10482269 3786229 257968 Other Miscellaneous Exp 11038649 5034217 5873799 130633 Food 4440587 4419470 17760 3357 Printing & Pulications 3675674 3106722 308947 260005 8668037 6190978 2429518 47541 320013951 261699870 51947030 6367051 16260661 11931564 13603339 13094071 43282321 39712428 7445071 6104736 45252 42532 20153359 18538641 1005485 1069762 4261183 4596368 714794287 334848677 370802972 379945610 381073000 86414223 639661356 1045853467 9971236 26564805 29917175 1534130040 1637220577 41707081 45575850 18503921 16961053 287754065 286817007 3729855 41666617 40265800 389631684 393349565 X 321476535 341739399 515602916 572344881 307418905 329786732 1144498356 1243871012 1534130040 1637220577 X 5393657 91806389 2172610 X X 0 1 X 1 1 1 X 35994000 47273000 50890000 61747381 54237347 250141728 35994000 47273000 50890000 61747381 54237347 250141728 25825109 224316619 3272961 2186233 1810473 349360 22114712 29733739 279875467 964000865 0.80150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 1 0 0 1 12350 0 1 5223 17574 0 Part II-B, Line 1: The College pays dues to trade associations, some of which may be used for lobbying purposes. The College 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 $17,573 from the College, $12,350 as compensation paid as lobbyist and the remainder is for services rendered. 0 12929103 X X X X 0 0 1 X 972992750 17601181 147666395 -10785087 -45287573 -292984 1081894682 879690062 9612949 138444821 -8886052 -45582744 -286286 972992750 907667684 9972702 10581012 -8315000 -39948735 -257601 879690062 870888000 13150000 169794000 -7701272 -125397917 -13065127 907667684 690690591 112640409 120024378 -7863643 -44398357 -205378 870888000 0.28400 0.28430 0.43170 0 0 51917234 51917234 538395831 275601471 262794360 83649997 59247206 24402791 40831225 40831225 379945610 Equity securities 378875080 F Alternative equities 257545871 F Debt securties 39261151 F Real estate and mortgages 20655118 F Private equity partnerships 335434714 F Other investments 10945360 F CRUTS Receivable 3136173 F 1045853467 Funds held for others 2773408 Annuities and Unitrusts payable 23066359 Refundable Government Loans 14426033 40265800 X Part III, Line 4: The Middlebury College Museum of Art is closely linked to the educational mission of Middlebury College 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: The College holds custodial endowment funds to support Porter Hospital and the Town of Middlebury. Part V, Line 4: The College's endowment consists of donor restricted endowment funds and board-designated funds to function as endowment for a variety of purposes. The College'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. The College has redefined the definition of its endowment assets to include the pooled investments, Delineation assets, separately invested endowment funds, and interests in perpetual trusts. The endowment funds for the year ending June 30, 2014, June 30, 2013, and June 30, 2012 are presented according to the new definition of endowment assets. 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 The College satisfies the publicity requirement by posting the Discrimination Policy on the college web site. The policy is included in the college 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 4 Program Service Studies Abroad 1940000 Europe 7 187 Program Service Studies Abroad 4300000 Middle East and North Africa 1 36 Program Service Studies Abroad 950000 Russia and Newly Independent States 3 15 Program Service Studies Abroad 530000 So.America 3 95 Program Service Studies Abroad 1280000 Sub-Saharan Africa 1 1 Program Service Studies Abroad 200000 Central America & the Caribbean 0 0 Program ServiceProgram Service Studies Abroad 23000 No.America 0 0 Program Service Studies Abroad 41000 South Asia 0 0 Program Services Studies Abroad 200000 Central America & the Caribbean 0 0 Investments 129000000 East Asia and the Pacific 0 0 Recuitment 33000 Europe 0 0 Recuitment 43000 So.America 0 0 Recuitment 15000 Central America & the Caribbean 0 0 Conference 13000 East Asia and the Pacific 0 0 Conference 19000 Europe 0 0 Conference 92000 Middle East and North Africa 0 0 Conference 25000 No.America 0 0 Conference 16000 So.America 0 0 Conference 17000 Central America & the Caribbean 0 0 Research 32000 East Asia and the Pacific 0 0 Research 66000 Europe 0 0 Research 45000 Middle East and North Africa 0 0 Research 49000 No.America 0 0 Research 82000 Russia and Newly Independent States 0 0 Research 19000 So.America 0 0 Research 67000 South Asia 0 0 Research 89000 Sub-Saharan Africa 0 0 Research 52000 East Asia and the Pacific 0 0 Faculty Enrichment Program 81000 Middle East and North Africa 0 0 Faculty Enrichment Program 45000 Europe 0 0 Faculty Enrichment Program 227000 No.America 0 0 Faculty Enrichment Program 51000 So.America 0 0 Faculty Enrichment ProgramInvestments 12000 South Asia 0 0 Faculty Enrichment Program 23000 Sub-Saharan Africa 0 0 Faculty Enrichment Program 23000 East Asia and the Pacific 0 0 Fundraising 70000 Europe 0 0 Fundraising 40000 So.America 0 0 Fundraising 11000 South Asia 0 0 Fundraising 11000 19 338 0 0 19 338 9264000 130568000 139832000 1 0 1 1 1 1 Part I, line 3: Expenditures are recorded on the accrual basis of accounting. 1 Research Foundation of SUNY 35 State Street Albany NY 122072826 141368361 501(c)(3) 36724 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) 75000 Professional theatre company affiliated with Middlebury College Town Hall Theatre 68 South Pleasant Street Middlebury VT 05753 262091573 501(c)(3) 48111 Annual Pledge Addison County Transit Resources 297 Creek Road Middlebury VT 05753 030335768 501(c)(3) 29970 Sponsorship Institute for Advancement of Hebrew Inc 14 Old Chapel Road Middlebury VT 05753 465569882 501(c)(3) 970450 Hebrew Language Institute affiliated with Middlebury College 6 0 Financial Aid - Scholarships- Reported as non-cash assistance. The assistance is a tuition offset. 2771 0 51821482 Part I, Line 2: Disbursements in furtherance of the College's exempt programs are made in accordance with procedures or subject to conditions established by the College's governing board designed to ensure that the individuals receiving disbursements from the College 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 College's grant accountant. All billings are reviewed and approved by the principal investigator and grant accountant before being paid. X X X X X X X 1 1 X X X X X 0 1 0 0 0 0 0 1 1 1 Ronald Liebowitz President 312279 0 0 0 88371 0 53550 0 39633 0 493833 0 0 0 Patrick J Norton Treasurer 252489 0 0 0 1014 0 140140 0 28033 0 421676 0 0 0 David Donahue Secretary 151729 0 0 0 1197 0 64081 0 24861 0 241868 0 0 0 Michael Geisler VPLS Sch Aboard & Graduate 217288 0 0 0 2459 0 136902 0 32973 0 389622 0 0 0 Tim Spears VP for Academic Affairs 207136 0 0 0 1522 0 48268 0 25312 0 282238 0 0 0 Sunder Ramaswamy President, Monterey 287263 0 0 0 731 0 97874 0 32386 0 418254 0 0 0 Shirley Collado Dean of College 191595 0 0 0 299 0 68183 0 10328 0 270405 0 0 0 William C Potter Director of CNS 258958 0 0 0 5577 0 40800 0 12301 0 317636 0 0 0 Michael Schoenfeld SR VP & Chief Philan Advis 241857 0 0 0 3390 0 53550 0 13270 0 312067 0 0 0 James Keyes VP for College Adv. 296829 0 0 0 2443 0 31107 0 77713 0 408092 0 0 0 William Burger VP of Communications 264553 0 0 0 1963 0 12432 0 27581 0 306529 0 0 0 Kateri Carmola Visiting Research Scholar 64274 0 0 0 180963 0 12612 0 11404 0 269253 0 0 0 Part I, Line 1a The Board of Trustees has approved first-class travel for a College Officer in certain situations. In rare cases, the College reimburses a College Officer when traveling on behalf of the College, for the travel and related expenses of a companion (spouse, partner, or child). These reimbursements are reported as a taxable benefit. The College reimburses a College Officer for the business use of a personal residence on a per diem basis when used for College business. In rare cases, the College uses gross-up payments to minimize the tax burden to an employee who takes on an assignment on behalf of the college that results in additional taxable income. The additional taxable income usually occurs through imputed income for housing and related expenses. The College has grossed up housing for a College Officer and a highly compensated emloyee as well as a highly compensated employee's tuition benefit and a payout agreement. The College provides a key employee a residence for the convenience of the employer. As a condition of employment the College provides a College Officer with a residence for the convenience of the employer. A College Officer is a member of the University Club and uses the club for business purposes. Other College offices use the membership for business purposes as well. All invoices for services are addressed to the College address and paid for by the College. In rare cases, the College provides services for personal benefit in the form of a child care provider, financial planner, etc., to a College Officer, all of which are taxable income. Part I, Line 4b Part I, Line 4b: The College President, the Vice President for Finance and Treasurer, the Vice President for the Language Schools and Professor, the Secretary, the President of the Monterey campus, and the Dean of the College all participate in a supplemental nonqualified retirement plan which is contingent upon services. Contributions to the plan were $0, $86,590, $86,590, $44,324, $44,324 and $44,324 respectively. Deferred compensation includes pretax contributions to the voluntary retirement plan, contributions to the College's non-qualified tax advantaged deferred-compensation retirement plan (457 plan), and College 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 initial 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. The start date of the initial contract was July 1, 2006 with an end date of June 30, 2011. Subsequently, the President of the College has executed an extension to his initial contract to an end date of June 30, 2015. 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 2006A) 237154467 924166AB7 2006-10-31 36694278 construction 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) 237154467 924166EA5 2012-04-10 53009186 advanced refunding (Series 2002A) 0 0 0 A 243278 36694278 331049 36363229 2008 0 0 1 1 B 825854 101791989 817182 100974807 1999 1 0 1 1 C 394690 62014213 605880 61408333 2002 1 0 1 1 D 749790 53009186 597415 52411771 2012 0 1 1 1 A 0 0 0 0 0.00000 0.00010 0.00010 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A VEHBFA (Series 2012B) 237154457 924166EP2 2012-08-07 14049597 Advanced refunding (Series 2002A) 0 0 0 A 338678 14049597 58067 13991530 2012 0 1 1 1 A 0 0 1 0 0 0 0 0 1 A 1 SRamaswamy Key EE Mortgage X 67671 42532 0 1 1 42532 59929 Benefit Tuition Jessica Liebowitz Spouse of Officer 69081 Employee 0 Philip Geier Spouse-Trustee 281545 Employee 0 0 X 11 323508 Appraisal X 8185 FMV X 303 4550041 FMV X 2 393382 Appraisal X Miscellaneous 15 112273 FMV 8 0 1 1 Part I, Column (b): We are reporting the number of contributions based on the number of contributors. Part I, Line 32b: The College will sell from time to time noncash items, other than securities, at local auction houses. Form 990, Part VI, Section A, line 1 The College 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. The return is given to the full board as it is filed. Form 990, Part VI, Section B, line 12c The College 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 The College has a formal compensation committee who reviews and recommends to the full board the compensation for the top management officials. Form 990, Part VI, Section C, line 19 The College has made the annual audited financial statements available to the general public by posting the statements on the website of Middlebury College. The College 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. The College's Form 990 is available through Guidestar.org. Form 990, Part XI, line 9: Change in deferred gifts 2,172,610. Part XII, Line 2c Financial Statements and Reporting: The College has not changed its oversight of the audit or selection of the independent accountant process. Form 990, Part VI, Section B, Line 15 The Compensation Committee consists of the Chair, Vice Chair(s) 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 College as well as reviews and comments on compensation and contracts for other senior officers of the College. 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 goals for the following year. The Treasurer reviews with the Committee the IRS Form 990. The Treasurer reviews with the Committee compensation comparables prepared by an independent third party compensation consultant. The President provides to the Committee performance reviews of senior adminstrators reporting to him. 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 International Philanthropy of Middlebury College Controllers Office Middlebury VT 05753 030367538 Scholarships provided to students per donee's intentions VT 501(c)(3) 7 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 Charitable remainder trust (58) 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 (1) 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 0 0 0 1 President and Friends of Middlebury College D 11381776 FMV Delineation Corporation D 19042683 FMV Charitable Remainder Unitrust (10) S 3169447 FMV Pooled Income Funds (6) S 140344 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