2014-04-14T23:00:42-05:00 2013-05-31 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2012-06-01 030179424 NORWICH UNIVERSITY NORW 8024852040 158 HARMON DRIVE NORTHFIELD VT 05663 LAUREN WOBBY 8024852040 2014-04-14 1 KAREN GRIES P00078514 6179848100 2012 2015-11-30 17:44:51Z RICHARD SCHNEIDER 158 HARMON DRIVE NORTHFIELD VT 05663 140156988 0 X WWW.NORWICH.EDU X 1819 VT NORWICH'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN ITS CHARACTER. 33 32 2021 0 0 -148005 7496378 12830970 111363606 115183547 -1998411 10818069 456298 516382 117317871 139348968 33001356 34669544 0 0 46714036 48101466 0 0 3582624 46352538 47596388 126067930 130367398 -8750059 8981570 321920715 364287857 114257572 123410311 207663143 240877546 X NORWICH UNIVERSITY'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN CHARACTER. 0 0 72339625 34669544 90102987 INSTRUCTIONAL - STUDENT BODY OF OVER 3,000 STUDENTS. ONE LIBRARYSERVICING STUDENT BODY, FACULTY AND STAFF. COMPUTER CENTER SERVICINGSTUDENTS, FACULTY, AND STAFF. WEB BASED INSTRUCTIONAL PLATFORMSUPPORTING OVER 1,000 GRADUATE STUDENTS. STUDENTS RECEIVE CAMPUS-BASEDGRANTS, SCHOLARSHIPS AND AWARDS COUPLED WITH AID FROM FEDERALLY FUNDEDPROGRAMS. 21864713 258543 STUDENT SERVICE AND ATHLETICS - PROVIDE LEADERSHIP & TRAINING TO A 1,200 STUDENT CORPS OF CADETS. PROVIDE ACTIVITIES AND PROGRAMMING FOR AN UNDERGRADUATE STUDENT BODY FOR OVER 2,000 STUDENTS. APPROXIMATELY 500STUDENTS PARTICIPATING IN 20 VARSITY SPORTS. STUDENTS HAVE THEOPPORTUNITY TO PARTICIPATE IN INTRAMURAL ATHLETICS AND APPROXIMATELY 80CLUBS AND ORGANIZATIONS. 17358340 31417796 AUXILIARY ENTERPRISES AND OTHER STUDENT SERVICES INCLUDE CAFETERIA,DORMITORIES, BOOKSTORE AND UNIFORM SHOP SERVICING THE UNDERGRADUATEPOPULATION OF OVER 2,000 UNDERGRADUATE STUDENTS. 111562678 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 5110 0 1 2021 1 1 1 0 0 0 0 1 1 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK MA MD MI NH NY OR SC X LAUREN WOBBY CFOTREASURER 8024852040 158 HARMON DRIVE NORTHFIELD VT 05663 X RICHARD SCHNEIDER 65.00 X X 460061 0 83668 KEITH BARRETT 2.50 X 0 0 0 LANCE BOXER 2.50 X 0 0 0 JOHN W BRIDE 2.50 X 0 0 0 LEO BROOKS JR 2.50 X 0 0 0 PAUL CARRARA 2.50 X 0 0 0 LARRY COSTA 2.50 X 0 0 0 ALAN F DEFOREST 2.50 X 0 0 0 HARVEY C DEMOVICK JR 2.50 X 0 0 0 DENISE M DONOVAN 2.50 X 0 0 0 PHILIP DOWN 2.50 X 0 0 0 LORNA DUPHINEY EDMUNDSON 2.50 X 0 0 0 DANIAL FAIZULLABHOY 2.50 X 0 0 0 JOHN GATTI 2.50 X 0 0 0 ROBERTA HANEY 2.50 X 0 0 0 WM BLAINE HAWKINS 2.50 X 0 0 0 MARK KISIEL 2.50 X 0 0 0 JOEL A KOBERT 2.50 X 0 0 0 LARRY LANG 2.50 X 0 0 0 WILLIAM LASKY 2.50 X 0 0 0 JESUS MANGUAL 2.50 X 0 0 0 DOUGLAS M MCCRACKEN 2.50 X 0 0 0 RICHARD NEAL 2.50 X 0 0 0 MILES PRENTICE 2.50 X 0 0 0 MARTHA RAINVILLE 2.50 X 0 0 0 STEPHEN RIPPE 2.50 X 0 0 0 PHIL SOUCY 2.50 X 0 0 0 GORDON SULLIVAN 2.50 X 0 0 0 GARY F TERRY 2.50 X 0 0 0 MARK THOMPSON 2.50 X 0 0 0 ELIZABETH VEACH 2.50 X 0 0 0 DAVID WARREN 2.50 X 0 0 0 J FRED WEINTZ 2.50 X 0 0 0 DAVE WHALEY 40.00 X 169529 0 31383 JUDY BAILEY 40.00 X 62624 0 11737 LAURA AMELL 40.00 X 49668 0 22914 LAUREN WOBBY 40.00 X 115500 0 28589 GUIYOU HUANG 40.00 X 174658 0 29789 FRANK VANECEK 40.00 X 166143 0 23967 DAVID MAGIDA 40.00 X 156632 0 28421 WILLIAM CLEMENTS 40.00 X 153479 0 27029 PHILIP T SUSMANN 40.00 X 171098 0 33596 PETER STEPHENSON 40.00 X 158929 0 13241 GREGORY WIGHT 40.00 X 126405 0 25799 MELVIN MILLER 40.00 X 127779 0 23789 DAVID WESTERMAN 40.00 X 126230 0 23671 2218735 0 407593 33 0 1 0 EMBANET CORPORATION 225 SPARKS AVE TORONTO ONTARIO CA M2H285 ADMISSIONS OUTSOURCING (FIRM) 6416610 CENTRAL VERMONT MEDICAL CENTER PO BOX 547 BARRE VT 05641 MEDICAL CARE 608316 NORWICH UNIVERSITY APPLIED RESEARCH INST 57 OLD FREIGHT YARD NORTHFIELD VT 05663 SOFTWARE & INSTRUCTIONAL DESIGN 561523 OHO CORPORATION 1100 MASSACHUSETTS AVE CAMBRIDGE MA 02138 WEBSITE DESIGN 390662 NOEL LEVITZ INC 6300 S SYRACUSE WAY STE 645 CENTENNIAL CO 80111 FINANCIAL AID CONSULTING 345354 13 1884 82438 2331972 10414676 811794 12830970 TUITION/FEES/RM&BOARD 611600 112456362 112456362 AUX. SALES AND SERVICES 611600 2727185 2727185 115183547 4468593 4468593 16834 16834 942937 700122 242815 242815 242815 6373066 0 23590 6373066 -23590 6349476 6349476 94738 82438 84308 10430 10430 STUDENT LOAN INTEREST 900099 246303 246303 246303 139348968 121779326 0 4738672 67531 67531 34486389 34486389 115624 115624 1268992 220486 547280 501226 33929589 26894767 5330719 1704103 1973716 1564494 310093 99129 8246157 6536432 1295564 414161 2683012 2126728 421531 134753 2267534 1174262 898990 194282 177150 9374 167776 91112 91112 9500 9500 933513 933513 2117262 1501771 613649 1842 416696 207255 204901 4540 872928 659701 133443 79784 2094172 326493 1728897 38782 3169240 3161473 4455 3312 3200718 2507227 538203 155288 23755 13246 7672 2837 3133400 3133400 7196489 7196489 812628 338 812290 OUTSOURCE ADMISSIONS 6419278 6419278 FOOD SERVICE 5610683 5437048 126220 47415 SUPPLIES 2320286 2123305 180756 16225 UNIFORMS FOR SALE 1356940 1351157 5783 5373104 4328410 859749 184945 130367398 111562678 15222096 3582624 8699640 23238585 8581164 11233735 2472623 3139836 8802206 9057663 1153498 1267758 1567619 1999252 190106740 71316252 106161431 118790488 71671911 79389060 92074801 108564841 20735822 7606639 321920715 364287857 2857239 5957452 4373394 4464558 72800000 71000000 11681951 34226939 30306350 114257572 123410311 X 68796600 96632572 98028770 101554322 40837773 42690652 207663143 240877546 321920715 364287857 X 8981570 20051596 4181237 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 9500 9500 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: NORWICH UNIVERSITY PAYS DUES TO SEVERAL ASSOCIATIONS WHICH INCLUDE AS PART OF THEIR ONGOING ACTIVITIES LOBBYING ACTIVITIES WITH FEDERAL AND STATE LEGISLATIVE BODIES. NORWICH ESTIMATES THAT A QUARTER OF DUES PAID TO SUCH ORGANIZATIONS FINANCE SUCH LOBBYING ACTIVITIES, THE TOTAL OF WHICH IS $9,500. X X X X X PUBLIC PROGRAMS 0 165756998 1444415 31034376 3253904 4390428 933513 189657944 180071682 1006626 -6854753 3176111 4306131 984315 165756998 153511475 885090 34397218 3228677 4536499 956925 180071682 140430951 980338 21096054 3457800 4702526 835542 153511475 181784311 2684910 -35343933 3369670 4430908 893759 140430951 0.25730 0.24640 0.49630 0 0 987310 987310 143821122 52261314 91559808 23558343 15646418 7911925 21739965 3408520 18331445 118790488 EQUITY ALTERNATIVE INVESTMENTS 42030190 F OTHER ALTERNATIVE INVESTMENTS 1066527 F HEDGE FUND ALTERNATIVE INVESTMENTS 40082961 F VENTURE CAPITAL ALT INVESTMENTS 19005822 F REAL ASSET ALTERNATIVE INVESTMENTS 6379341 F 108564841 GOVERNMENT ADVANCES AND STUDENT LOANS 6412909 ACCRUED LIABILITIES 3583493 DISCOUNT ON LIFE INCOME FUNDS 2263049 SWAP VALUATION 18046899 30306350 X 130369637 20051596 5571086 25622682 104746955 34602013 34602013 139348968 97155234 1389849 1389849 95765385 34602013 34602013 130367398 PART III, LINE 1A: THE UNIVERSITY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE UNIVERSITY'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS, IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. THE UNIVERSITY RECORDS ITEMS OF COLLECTIONS, WHICH ARE RECEIVED FOR EDUCATIONAL PURPOSES AND GENERALLY DISPLAYED THROUGHOUT THE UNIVERSITY, AS A GIFT AT NOMINAL VALUE. THESE GIFTS ARE NOT DISPOSED OF FOR FINANCIAL GAIN OR OTHERWISE ENCUMBERED IN ANY MANNER. PART III, LINE 4: THE SULLIVAN MUSEUM AND HISTORY CENTER, THE MUSEUM OF NORWICH UNIVERSITY, HAS A COLLECTION OF 14,000-16,000 OBJECTS WHICH ARE USED TO SHARE THE COLLECTIVE STORIES OF THE THOUSANDS OF NORWICH STUDENTS,FACULTY, AND STAFF SINCE ITS FOUNDING IN 1819. THE COLLECTION BEGAN AROUND 1900 AND IS STILL GROWING TODAY WITH THE GENEROUS DONATIONS OF NORWICH ALUMNI AND FRIENDS. TODAY THE COLLECTION PROCESS IS OVERSEEN BY A COLLECTION COMMITTEE AND TWO PROFESSIONALLY TRAINED MUSEUM STAFF MEMBERS, A DIRECTOR AND A CURATOR. THE COLLECTION CONTAINS FINE ARTS (PAINTINGS, SCULPTURES, PRINTS), DECORATIVE ARTS (FURNITURE, ETC.), MILITARY FIREARMS AND OTHER WEAPONS, TEXTILES (UNIFORMS AND FLAGS), PERSONAL COLLECTIONS OF VARIOUS MILITARY OFFICERS FROM CAPTAIN ALDEN PARTRIDGE, OUR FOUNDER, TO THE PRESENT, AND ITEMS REPRESENTING THE VARIOUS DEPARTMENTS OF THE UNIVERSITY INCLUDING MUSICAL INSTRUMENTS, ENGINEERING EQUIPMENT, SPORTS ITEMS, CAVALRY AND AVIATION EQUIPMENT, AND BUSINESS MACHINES. THE SULLIVAN MUSEUM IS CONSIDERED A "TEACHING MUSEUM," A TERM OFFICIALLY ADOPTED BY THE AMERICAN ASSOCIATION OF UNIVERSITY MUSEUMS AND GALLERIES, WHICH INDICATES AN INSTITUTION WITH THE PRIMARY PURPOSE OF USING ITS COLLECTIONS AS A TEACHING RESOURCE. MUSEUM STAFF IS COMMITTED TO WORKING WITH ALL FACULTY AND CLASSES ACROSS CAMPUS IN MULTIPLE DISCIPLINES AND HAS A SPECIAL "SMART CLASSROOM" WITHIN THE MUSEUM FOR THAT PURPOSE. THE MUSEUM STRIVES TO INTEGRATE ITSELF INTO THE CURRICULUM IN VARIOUS WAYS INCLUDING OFFERING EXHIBITION AND PROGRAM OPPORTUNITIES TO BOTH FACULTY AND STAFF; MAKING THE COLLECTION RESOURCES AVAILABLE TO ALL FOR RESEARCH AND PROJECT USE; AND DIRECTLY TEACHING IN THE MUSEUM FOR VARIOUS CLASSES SUCH AS ENGLISH, LITERATURE, AND HISTORY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PURPOSE OF THE NORWICH UNIVERSITY ENDOWMENT IS TO GENERATE A STREAM OF EARNINGS TO SUPPORT CURRENT OPERATIONS UNDER AN INVESTMENT STRATEGY DESIGNED TO MAINTAIN, OR GROW, CORPUS VALUE IN REAL OR INFLATION ADJUSTED TERMS. THE BOARD OF TRUSTEES HAS ADOPTED A SPENDING PLAN WHEREBY THE UNIVERSITY UTILIZES 5.% OF THE PRODUCT OF THE AVERAGE POOLED UNIT VALUE FOR THE 12 PRIOR QUARTERS ENDING DECEMBER 31 AND THE NUMBER OF POOLED UNITS ON HAND AT DECEMBER 31.THE UNIVERSITY GENERAL FUND RECEIVES THE GREATEST SHARE OF THE ANNUAL ENDOWMENT DISTRIBUTION AT APPROXIMATELY 45%, FOLLOWED BY SCHOLARSHIPS AT 43%. ENDOWMENT FUNDS ALSO SUPPORT ACADEMIC ENRICHMENT, FACULTY DEVELOPMENT, STUDENT LOANS, MARGIN OF EXCELLENCE PROGRAMS, AND NUMEROUS OTHER ACTIVITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE UNIVERSITY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE CODE) AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE CODE. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL & FUNDRAISING EVENT EXPENSES 784,430. LIFE INCOME FUNDS GAIN 1,535,573. UNREALIZED GAIN ON SWAP 2,532,251. CHANGE IN DOE LIABILITY ESTIMATE 718,832. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTING (EXPENSE ON 990) 34,602,013. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND FUNDRAISING EVENT EXPENSES 784,430. BOND ADMINISTRATION COSTS 579,072. RELATED ENTITY NET EXPENSE 26,347. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTS (CONTRA-INCOME ON FINANCIALS) 34,602,013. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 APPLICATION FORMS CONTAIN NON-DISCRIMINITORY POLICY STATEMENT AS DOES RECRUITING LITERATURE, THE UNIVERSITY CATALOGUE, THE WEBSITE AND SELECTED NEWSPAPER ADVERTISEMENTS. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES STUDENT LOAN AND GRANT FUNDS FROM THE FEDERAL GOVERNMENT WHICH ARE DISPERSED TO STUDENTS BASED UPON FINANCIAL NEED ACCORDING TO FEDERAL GUIDELINES. 1 EAST ASIA & THE PACIFIC PROGRAM SERVICES STUDENTS STUDYING ABROAD 219220 EUROPE PROGRAM SERVICES STUDENTS STUDYING ABROAD 262794 MIDDLE EAST & NORTH AFRICA PROGRAM SERVICES STUDENTS STUDYING ABROAD 25550 SOUTH AMERICA PROGRAM SERVICES STUDENTS STUDYING ABROAD 11480 CENTRAL AMERICA & THE CARIBBEAN PROGRAM SERVICES VOLUNTEERING 41508 CENTRAL AMERICA & THE CARIBBEAN INVESTMENTS 33937800 EUROPE PROGRAM SERVICES FACULTY DEVELOPMENT 22745 SOUTH AMERICA PROGRAM SERVICES PROGRAM DEVELOPMENT 10118 EAST ASIA & THE PACIFIC PROGRAM SERVICES PROGRAM DEVELOPMENT 27634 EUROPE GOVERNANCE TRUSTEE DEVELOPMENT 80430 EAST ASIA & THE PACIFIC PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 60600 EUROPE PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 40024 SOUTH AMERICA PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 5500 MIDDLE EAST & NORTH AFRICA PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 2500 CENTRAL AMERICA & THE CARIBBEAN PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 3000 SOUTH ASIA PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 3000 SUB-SAHARAN AFRICA PROGRAM SERVICES SCHOLARSHIPS FOR INTERNATIONAL STUDY 1000 EAST ASIA & THE PACIFIC 1 PROGRAM SERVICES INSTRUCTION 35711 0 0 0 1 0 1 34531215 259399 34790614 SCHOLARSHIPS EAST ASIA & THE PACIFIC 21 60600 TUITION SCHOLARSHIP SCHOLARSHIPS EUROPE 18 40024 TUITION SCHOLARSHIP SCHOLARSHIPS SOUTH AMERICA 2 5500 TUITION SCHOLARSHIP SCHOLARSHIPS CENTRAL AMERICA & CARIBBEAN 1 3000 TUITION SCHOLARSHIP SCHOLARSHIPS MIDDLE EAST & NORTH AFRICA 1 2500 TUITION SCHOLARSHIP SCHOLARSHIPS SOUTH ASIA 1 3000 TUITION SCHOLARSHIP SCHOLARSHIPS SUB-SAHARAN AFRICA 1 1000 TUITION SCHOLARSHIP 1 0 0 0 1 1 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: NORWICH UNIVERSITY OFFERS FINANCIAL ASSISTANCE TO STUDENTS WHO ARE ACCEPTED TO PARTICIPATE IN APPROVED STUDY ABROAD PROGRAMS. IN ORDER TO QUALIFY FOR THE ASSISTANCE, A STUDENT MUST BE ENROLLED FULL-TIME, MUST HAVE ACHIEVED A SATISFACTORY GRADE POINT AVERAGE AT NORWICH UNIVERSITY AND MUST HAVE A DEMONSTRATED FINANCIAL NEED. THE OFFICE OF THE VICE PRESIDENT FOR ACADEMIC AFFAIRS, WITH ASSISTANCE FROM THE FINANCIAL AID OFFICE, SELECTS AND MONITORS THE PARTICIPANTS. BRIAN BILL GOLF TOURNAMENT 88807 53255 35552 0 0 16425 11296 300 9051 DOYLE GOLF TOURNAMENT 28560 12275 16285 0 0 5970 5962 0 3717 4 59809 16908 42901 5000 1472 15827 7809 0 1479 177176 82438 94738 5000 1472 38222 25067 300 14247 84308 10430 1 VILLAGE OF NORTHFIELD 51 SOUTH MAIN STREET NORTHFIELD VT 05663 036000607 170(B)(1)(A)(V) 67531 EMERGENCY SERVICES DONATION 0 1 TUITION SCHOLARSHIPS FOR NORWICH STUDENTS 2689 34486389 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: VIRTUALLY ALL UNIVERSITY FUNDED SCHOLARSHIPS ARE TIED TO THE STUDENTS' GRADE POINT AVERAGE (GPA) OR BASED UPON FINANCIAL NEED AS DETERMINED BY THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). ANNUALLY, THE GPA AND NEED ARE REVIEWED TO DETERMINE COMPLIANCE WITH THE UNIVERSITY STANDARD. IF A STUDENT'S GPA FALLS BELOW THE MINIMUM REQUIREMENT, THE SCHOLARSHIP IS EITHER REMOVED OR REDUCED BY HALF. STUDENTS CAN APPEAL TO HAVE THE SCHOLARSHIP RESTORED IF THEIR GPA RETURNS TO THE REQUIRED LEVEL. NEED BASED SCHOLARSHIPS ARE CARRIED FORWARD EACH YEAR ONCE THE STUDENT HAS COMPLETED THE FAFSA. THE UNIVERSITY PROVIDES ASSISTANCE TO CERTAIN LOCAL GOVERNMENTAL AND NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE CRITICAL INFRASTRUCTURAL SUPPORT TO THE UNIVERSITY. THE ASSISTANCE IS CONSIDERED A DONATION AND THE UNIVERSITY DOES NO FURTHER MONITORING OF THE USE OF THE FUNDS. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 RICHARD SCHNEIDER 390000 0 0 0 70061 0 43516 0 40152 0 543729 0 0 0 DAVE WHALEY 167444 0 0 0 2085 0 12667 0 18716 0 200912 0 0 0 GUIYOU HUANG 172500 0 0 0 2158 0 13073 0 16716 0 204447 0 0 0 FRANK VANECEK 163750 0 0 0 2393 0 11717 0 12250 0 190110 0 0 0 DAVID MAGIDA 155372 0 0 0 1260 0 11705 0 16716 0 185053 0 0 0 WILLIAM CLEMENTS 152650 0 0 0 829 0 11579 0 15450 0 180508 0 0 0 PHILIP T SUSMANN 172244 0 0 0 -1146 0 13162 0 20434 0 204694 0 0 0 PETER STEPHENSON 155726 0 0 0 3203 0 1581 0 11660 0 172170 0 0 0 GREGORY WIGHT 127289 0 0 0 -884 0 9549 0 16250 0 152204 0 0 0 MELVIN MILLER 127152 0 0 0 627 0 9539 0 14250 0 151568 0 0 0 PART I, LINE 1A THE PRESIDENT IS REQUIRED TO LIVE IN A HOUSE PROVIDED BY THE UNIVERSITY AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. THE VALUE OF THE PRESIDENT'S HOUSING IN THE AMOUNT OF $23,652 IS INCLUDED IN FORM 990, SCHEDULE J, PART II, COLUMN D AS PART OF HIS NONTAXABLE BENEFIT. PART I, LINE 1B ACCORDING TO THE UNIVERSITY'S WRITTEN EXPENSE REIMBURSEMENT POLICY, THE UNIVERSITY WILL NOT REIMBURSE FOR PERSONAL EXPENSES. THE UNIVERSITY MAINTAINS THE PRESIDENTIAL RESIDENCE, INCLUDING A HOUSEKEEPER. THE WAGES OF THE HOUSEKEEPER ATTRIBUTABLE TO THE PRESIDENT'S PERSONAL USE IS INCLUDED IN THE PRESIDENT'S W-2. PART I, LINE 4B RICHARD SCHNEIDER SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN CURRENT YEAR BENEFIT OF $68,750. THE DEFERRED COMPENSATION IS ACCRUED ANNUALLY AND PROVIDES THAT FOR EACH YEAR'S WORTH OF SERVICE THE INDIVIDUAL WILL RECEIVE ONE MONTH'S WORTH OF SALARY TO BE DISTRIBUTED ON A MONTHLY BASIS UPON SEPARATION FROM SERVICE. SUPPLEMENTAL INFORMATION PART III MR. SUSMANN IS NORWICH UNIVERSITY'S VICE PRESIDENT FOR STRATEGIC PARTNERSHIPS(13 HRS PER WEEK) AND PRESIDENT OF NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTE(NUARI)(27 HOUR PER WEEK). MR. SUSMANN IS CONSIDERED A FULL-TIME EMPLOYEE OF NORWICH UNIVERSITY AND IS CONTRACTED BACK TO NUARI VIA A STAFFING SERVICES AGREEMENT. DURING CALENDAR YEAR 2012, NUARI REIMBURSED NORWICH UNIVERSITY $131,467 FOR SALARY AND $43,384 FOR TAXES AND FRINGE BENEFITS FOR MR. SUSMANN'S TIME AS THEIR PRESIDENT. MR. SUSMANN'S COMPENSATION, AS REPORTED ON SCHEDULE J, PART II, INCLUDES THE REIMBURSEMENT FROM NUARI. A VERMONT EDUCATIONAL & HEALTH BUILDINGS FINANCING AGENCY 237154467 924166CK5 2008-06-11 78200000 CONSTRUCTION FINANCING 0 0 0 A 7200000 78200000 1356638 49986520 490012 149339 25017491 1200000 2009 1 0 1 1 A 0 1 1 1 0 0.01700 0.01700 1 0 0 A 0 0 0 0 1 1 TD SECURITIES 30.000000000000 0 0 0 0 1 A 1 X 595 COST X 33 743642 AVG MAKT VALUE ON EXCHAN X 1 199 COST X 2 3659 COST X FOOD & ENTERTAINMENT 5 9265 COST X COMPUTER EQUIPMENT 1 53582 LEASE VALUE X GIFT CERTIFICATES 11 380 COST X PING PONG TABLE 1 472 COST 0 1 0 FULL TEXT OF NORWICH UNIVERSITY MISSION STATEMENT PART I, LINE 1, PART III, LINE 1 NORWICH UNIVERSITY'S MISSION IS TO GIVE OUR YOUTH AN EDUCATION THAT SHALL BE AMERICAN IN CHARACTER - TO ENABLE THEM TO ACT AS WELL AS TO THINK - TO EXECUTE AS WELL AS TO CONCEIVE - "TO TOLERATE ALL OPINIONS WHEN REASON IS LEFT FREE TO COMBAT THEM" - TO MAKE MORAL, PATRIOTIC, EFFICIENT, AND USEFUL CITIZENS, AND TO QUALIFY THEM FOR ALL THOSE HIGH RESPONSIBILITIES RESTING UPON A CITIZEN OF THIS FREE REPUBLIC. NORWICH'S MISSION STATEMENT IS UNIQUE IN HIGHER EDUCATION. WE KNOW EXACTLY WHO WE ARE, WHY WE ARE HERE, AND WHERE WE ARE GOING. WE ARE ABLE TO BE VERY SPECIFIC: THE DISTINCTIVE TERMS AND PHRASES FOUND IN THIS MISSION STATEMENT PROVIDE IMPORTANT CLUES IN UNDERSTANDING THE ESSENCE OF THIS ORGANIZATION, AND ULTIMATELY THE DIRECTIONS WE WILL SEEK AND THE OUTCOMES WE WILL REQUIRE OF OUR STUDENTS. THE MOST DISTINGUISHING TERMS ARE: AMERICAN IN CHARACTER GLOBAL IN PERSPECTIVE MUTUAL RESPECT SERVICE THINKING AND ACTING CONCEIVING AND EXECUTING MAKING MORAL AND PATRIOTIC CITIZENS MAKING USEFUL CITIZENS QUALIFYING GRADUATES FOR RESPONSIBILITIES OF A FREE REPUBLIC THESE, AS WELL AS OTHER DISTINGUISHING OUTCOMES OF THE NORWICH EXPERIENCE ARE DISCUSSED BELOW: AMERICAN IN CHARACTER MEANS THAT WE TEACH STUDENTS TO UNDERSTAND AND HOLD DEAR THOSE VALUES AND PRINCIPLES UPON WHICH THIS FREE REPUBLIC WAS ESTABLISHED. THE AMERICAN EXPERIENCE WAS UNIQUE AND WORLD CHANGING IN ITS DEVELOPMENT. IT WAS BUILT UPON THE FUNDAMENTALS OF DEMOCRACY AND THE NOTION THAT PEOPLE HAVE INALIENABLE RIGHTS. WE WANT OUR STUDENTS TO KNOW THE PRINCIPLES AND THE EVENTS IN WHICH THESE PRINCIPLES MANIFESTED WHICH LEAD UP TO THE GREAT AMERICAN EXPERIMENT, THE HISTORY OF OUR SUCCESSFUL JOURNEY, AND THE REASONS WHY THE PRINCIPLES MANIFESTED IN THE BILL OF RIGHTS, THE CONSTITUTION, AND THE DECLARATION OF INDEPENDENCE ARE WORTH FIGHTING FOR. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS UNDERSTAND ITS MEANING. GLOBAL IN PERSPECTIVE MEANS THAT OUR STUDENTS SHOULD UNDERSTAND THAT THE USA IS NOT ALONE IN THIS WORLD. THE WORLD IS A COMPLEX PLACE, AND CIVILIZATION AND ITS CULTURES ARE CONSTANTLY EVOLVING. DEFINING THE ENTIRE WORLD WITH AMERICAN VALUES DISTORTS THE REALITY OF A MULTICULTURAL PLANET AND LIMITS ONE'S PERSPECTIVE ON THE HISTORY OF MAN'S JOURNEY TO THE PRESENT TIME. BECAUSE AMERICA IS A LEADER IN THE WORLD, AND BECAUSE OUR STUDENTS ARE DESTINED TO BE LEADERS IN AMERICA, WE MUST UNDERSTAND AND RESPECT ALL POINTS OF VIEW AS PART OF GAINING THE WISDOM TO LEAD. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS UNDERSTAND ITS MEANING. MUTUAL RESPECT, SOCIAL GRACES, AND POLITENESS. MUTUAL RESPECT IS A CORNERSTONE OF CIVILIZATION AND A FOUNDATION OF ACADEMIA. IT IS WHAT INITIATES A SALUTE; IT IS WHAT ALLOWS TWO PEOPLE TO APPRECIATE EACH OTHER FOR THE VALUE THAT THEY BRING TO THE RELATIONSHIP, NO MATTER HOW LASTING OR TEMPORARY THE RELATIONSHIP IS. IT IS COMMON HUMAN DECENCY, KINDNESS, AND A CORNERSTONE OF A CIVIL SOCIETY. MUTUAL RESPECT TURNS INTO LASTING FRIENDSHIP. ITS SUCCESSFUL BREEDING AT NORWICH UNIVERSITY IS A PRIMARY REASON WHY PEOPLE DEVELOP CLOSE RELATIONSHIPS WITH THOSE THEY OTHERWISE MIGHT NOT. IN ADDITION TO MUTUAL RESPECT, NORWICH STUDENTS AND GRADUATES ARE KNOWN FOR THEIR GRACE IN SOCIAL SITUATIONS AND THEIR POLITENESS. THE NORWICH ENVIRONMENT BREEDS THIS CHARACTERISTIC. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRACURRICULAR, WE TEACH THESE VALUES AND ENSURE THAT OUR STUDENTS PRACTICE THEM. SERVICE IS AN INTEGRAL PART OF THE NORWICH EXPERIENCE. LEADERS SERVE, AND WE TRAIN LEADERS. WE SEEK TO INCULCATE THIS VALUE IN OUR STUDENTS, IN PART BY ENSURING THAT THEY DIRECTLY EXPERIENCE IT. EXPERIENCING "SERVICE TO OTHERS BEFORE SELF" IS A VITAL PART OF EACH STUDENTS'S MATURATION PROCESS. STUDENTS TAKE WITH THEM FROM NORWICH THE EXPECTATION THAT SERVICE WILL BE A LIFELONG COMMITMENT. THROUGHOUT THE ENTIRE STUDENT EXPERIENCE, BOTH ACADEMIC AND EXTRA-CURRICULAR, WE TEACH THIS VALUE AND ENSURE THAT OUR STUDENTS EXPERIENCE IT. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF NINE (9) TRUSTEES: THE CHAIRMAN OF THE BOARD OF TRUSTEES AND EIGHT (8) OTHER TRUSTEES CHOSEN BY THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. SAID EIGHT (8) TRUSTEES SHALL SERVE FOR A TERM OF ONE YEAR OR MORE AS THE TRUSTEES MAY DETERMINE. THIS COMMITTEE MAY, BY UNANIMOUS VOTE OF THE MEMBERS IN ATTENDANCE AT A REGULARLY CALLED MEETING OF THE COMMITTEE, INCREASE THE MEMBERSHIP TO A TOTAL NOT TO EXCEED FIFTEEN (15). THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES DURING ALL INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, EXCEPT AS LIMITED BY LAW, OR BY THE ARTICLES OF ASSOCIATION. HOWEVER, IT SHALL NOT HAVE POWER TO REMOVE MEMBERS OF THE BOARD OR OFFICERS OF THE UNIVERSITY OR BOARD; IT SHALL NOT HAVE POWER TO CONSENT TO THE CONFERRING OF DEGREES, DIPLOMAS, HONORS OR LICENSES, EXCEPT HONORARY DEGREES; IT SHALL NOT HAVE POWER TO CONDUCT THE AFFAIRS OF THE UNIVERSITY IN ANY PHASE THEREOF IN CONFLICT WITH THE GENERAL POLICY ADOPTED FROM TIME TO TIME BY THE BOARD; BUT, ON THE OTHER HAND, SHALL CONDUCT SUCH AFFAIRS IN CONFORMITY WITH SUCH POLICY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES AUDIT COMMITTEE REVIEWS AND COMMENTS ON THE FORM 990 BEFORE IT IS FILED. AN ELECTRONIC COPY OF FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO EACH MEMBER OF THE BOARD OF TRUSTEES, TO ALL OFFICERS AND CABINET MEMBERS OF NORWICH UNIVERSITY AND TO ANY OTHER EMPLOYEE OF THE UNIVERSITY THAT HAS THE AUTHORITY TO ENTER INTO CONTRACTS WITH THIRD PARTY VENDORS. FURTHER, IT IS INTENDED TO SERVE AS GUIDANCE FOR ALL PERSONS EMPLOYED BY THE UNIVERSITY, REGARDLESS OF POSITION. WHENEVER A COVERED PERSON IS IN A SITUATION THAT REPRESENTS A POTENTIAL CONFLICT OF INTEREST; IT IS THE INDIVIDUAL'S RESPONSIBILITY TO DISCLOSE ALL MATERIAL FACTS RELATING TO THE POTENTIAL CONFLICT OF INTEREST PROMPTLY AND COMPLETELY TO THE UNIVERSITY AT THE EARLIEST PRACTICABLE TIME. ALL DISCLOSURES REQUIRED UNDER THIS POLICY REGARDING TRUSTEES MUST BE DIRECTED IN WRITING TO THE CHAIR OF THE AUDIT COMMITTEE WITH A COPY TO THE SECRETARY OF THE BOARD WHO TOGETHER WITH NORWICH UNIVERSITY COUNSEL SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. ALL DISCLOSURES REQUIRED UNDER THIS POLICY REGARDING OFFICERS, CABINET MEMBERS AND STAFF SHALL BE REFERRED INITIALLY TO THE PRESIDENT. ANY INDIVIDUAL WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER, MAY REQUEST THE CHAIR OF THE AUDIT COMMITTEE TO DETERMINE WHETHER A POSSIBLE CONFLICT EXISTS. THE CHAIR IN CONSULTATION WITH THE FULL AUDIT COMMITTEE SHALL REVIEW THE FACTS AND ATTEMPT TO RESOLVE THE CONFLICT OF INTEREST WITH THE INDIVIDUAL. IF THE CHAIR AND THE INDIVIDUAL CANNOT RESOLVE THE CONFLICT TO THE SATISFACTION OF THE CHAIR THEN THE MATTER SHALL BE REFERRED TO THE BOARD OF TRUSTEES. THE BOARD SHALL RESOLVE THE QUESTION BY MAJORITY VOTE. WHEN POSSIBLE, QUESTIONS OF POTENTIAL CONFLICT SHALL BE REFERRED TO COUNSEL FOR AN OPINION PRIOR TO THE BOARD'S VOTE. NO INDIVIDUAL SHALL SPEAK ON ANY MATTER UNDER CONSIDERATION AT A BOARD OR COMMITTEE MEETING WITHOUT FIRST DISCLOSING AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. NO INDIVIDUAL SHALL BE PRESENT FOR ANY DISCUSSION OR VOTE ON ANY MATTER IN WHICH THERE IS OR COULD BE A CONFLICT OF INTEREST OR BE PRESENT AT THE TIME OF THE VOTE. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE INDIVIDUAL WAS NOT PRESENT FOR THE DISCUSSION AND ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MIGHT EXIST IN ANY MATTER MAY REQUEST THE BOARD TO RESOLVE THE QUESTION BY A MAJORITY VOTE PRIOR TO ANY DISCUSSION OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OFFICERS AND SENIOR ADMINISTRATORS AT NORWICH UNIVERSITY IS SET BY THE PRESIDENT WITH THE ADVICE OF THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF TRUSTEES WITH THE ADVICE OF THE COMPENSATION COMMITTEE. THE PROCESS USED FOR THESE DECISIONS FOLLOWS THE GUIDELINES SUGGESTED BY THE IRS FOR COMPLIANCE WITH IRC SECTION 4958. THE PRIMARY FACTOR IN THESE DETERMINATIONS IS SALARY BENCHMARKING FOLLOWING THE METHODS USED FOR ALL STAFF AT THE UNIVERSITY. BENCHMARK COMPENSATION DATA IS OBTAINED FROM AN ANNUAL SALARY SURVEY OF HIGHER EDUCATION INSTITUTIONS CONDUCTED BY THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR). NORWICH UNIVERSITY COMPARES TO A SELECTED SALARY COHORT FROM THIS SURVEY. THE CURRENT COHORT INCLUDES ALL RESPONSES FROM INSTITUTIONS WITH OPERATING BUDGETS IN THE RANGE OF $50 MILLION TO $110 MILLION THAT OFFER BOTH UNDERGRADUATE AND GRADUATE DEGREES. ABOUT 230 INSTITUTIONS INCLUDED IN THE SURVEY MEET THESE CRITERIA. FOR ALL STAFF AT NORWICH, A FACTOR BASED ON TIME IN THE CURRENT JOB LEVEL IS APPLIED TO THE BENCHMARK RATE FROM THE SALARY SURVEY TO FIND AN EXPECTED MARKET RATE FOR EACH EMPLOYEE IN THE CURRENT POSITION. SALARY INCREASES ARE PROPOSED TO ASSURE THAT EMPLOYEES ARE NOT BELOW A SPECIFIED PERCENTAGE OF THE EXPECTED MARKET RATE. CURRENTLY, THE MINIMUM IS 93.8%. IN ADDITION TO THE SALARY BENCHMARK DATA, THE COMMITTEE CONSIDERS PERFORMANCE INFORMATION ON THE SENIOR ADMINISTRATORS PROVIDED BY THE PRESIDENT, AND THE RESULTS OF THE PERFORMANCE APPRAISAL OF THE PRESIDENT CONDUCTED BY THE BOARD. THE DIRECTOR OF HUMAN RESOURCES SERVES AS THE STAFF LIAISON TO THE COMPENSATION COMMITTEE. THE FORMAL CHARGE TO THE COMPENSATION COMMITTEE OF THE BOARD IS PRESENTED BELOW. COMPENSATION COMMITTEE THIS COMMITTEE WAS ESTABLISHED IN OCTOBER 2009 BASED ON THE WORK OF THE AD HOC COMPENSATION COMMITTEE, WHICH WAS ESTABLISHED ON JUNE 10, 2005. THE PRIMARY PURPOSE OF THIS COMMITTEE IS TO ENSURE THAT THE PRESIDENT AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE COMPENSATED IN A WAY THAT IS CONSISTENT WITH PERFORMANCE, LONGEVITY, MARKET EQUITY, AND IN ACCORDANCE WITH CURRENT IRS RULES AND REGULATIONS, INCLUDING THE INTERMEDIATE SANCTIONS UNDER IRC SECTION 4958. THE COMMITTEE WILL REVIEW AND PROVIDE ADVICE TO THE PRESIDENT ON COMPENSATION ISSUES FOR THE OFFICERS AND SENIOR ADMINISTRATORS AND OTHER HIGHLY COMPENSATED INDIVIDUALS, REVIEW COMPENSATION BENCHMARKS AND STUDIES DONE BY INDEPENDENT ORGANIZATIONS, AND USE APPROPRIATE COMPARABLE DATA PRIOR TO MAKING THESE RECOMMENDATIONS TO THE PRESIDENT. IN ADDITION THE COMMITTEE WILL MAKE A RECOMMENDATION TO THE FULL BOARD ON THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE BOARD'S ACTIONS ARE TO BE CONSIDERED CONFIDENTIAL AND ARE TO REMAIN ON FILE WITH THE SECRETARY OF THE BOARD. COMMITTEES SHOULD USE APPROPRIATE IRS PROVIDED CHECKLISTS IN THEIR DECISION MAKING PROCESS AND DELIBERATIONS. THE DIRECTOR OF HUMAN RESOURCES WILL BE THE LIAISON. FORM 990, PART VI, SECTION C, LINE 19 NORWICH UNIVERSITY GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, TAX RETURNS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE FOR REVIEW UPON REQUEST. THE NORWICH UNIVERSITY 990 IS AVAILABLE FOR PUBLIC REVIEW AT WWW.GUIDESTAR.ORG. NUARI REIMBURSEMENT ARRANGEMENT FORM 990, PART VII, SECTION A, SEQUENCE 37 MR. SUSMANN AVERAGES 13 HOURS PER WEEK AS THE NORWICH UNIVERSITY VICE PRESIDENT FOR STRATEGIC PARTNERSHIPS AND 27 HOURS PER WEEK AS THE NUARI PRESIDENT. NORWICH UNIVERSITY PAYS ALL OF MR. SUSMANN'S WAGES AND REPORTS ALL HIS WAGES ON FORM W-2. NUARI, A CONTROLLED, TAX EXEMPT, 501(C)(3) ORGANIZATION, IS CHARGED BACK FOR THE TIME MR. SUSMANN DEVOTES TO NUARI. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RELATED ENTITY INCOME -26,347. BOND ADMINISTRATION FEES -579,072. CHANGE IN PRESENT VALUE OF LIABILITIES 1,535,573. CHANGE IN SWAP VALUATION 2,532,251. CHANGE IN DOE LIABILITY ESTIMATE 718,832. NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES 57 OLD FREIGHT YARD NORTHFIELD VT 05663 061669185 APPLIED RESEARCH TO ENHANCE NATIONAL SECURITY VT 501(C)(3) 9 N/A 1 CHARITABLE REMAINDER ANNUITY TRUSTS (4) CHARITABLE REMAINDER ANNUITY TRUST TX N/A T 0 CHARITABLE REMAINDER UNITRUST CHARITABLE REMAIDER UNITRUST TX N/A T 0 CHARITABLE REMAINDER UNITRUST CHARITABLE REMAIDER UNITRUST NY N/A T 0 CHARITABLE TRUST CHARITABLE TRUST VT N/A T 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES Q 217767 CASH CHARITABLE TRUST S 283578 CASH NORWICH UNIVERSITY APPLIED RESEARCH INSTITUTES M 665803 STANDARD RATES