2024-04-20T17:53:13-07:00 2023-06-30 990EZ 2022-07-01 530209631 ALUMNAE ASSOCIATION OF TRINITY COLLEGE ALUM 2028849700 125 MICHIGAN AVE NE WASHINGTON DC 200171004 Ann Courtemanche Treasurer 7035277830 2024-04-20 Ann Courtemanche 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z X X X X 52642 X 16430 0 0 5706 30506 27554 2952 0 0 0 0 0 0 0 0 25088 15000 0 0 2667 0 63 17295 35025 -9937 324993 10660 325716 324993 325716 0 0 0 0 324993 325716 0 0 324993 325716 To promote and support the educational mission of Trinity, to strengthen and maintain the relationship between Trinity and its alumnae/i, to foster personal and professional relationships among its alumnae/i, to communicate the vision and mission of Trinity to alumnae/i, and to encourage participation among alumnae/i in support of Trinity. Distribution to Trinity for scholarship fund 15000 15000 Alumnae/i Functions and Activities 0 15829 30829 Joan Waks President 1 0 0 0 Deborah D'Souza Vazirani 1st Vice President 1 0 0 0 Mary Esslinger 2nd Vice President 0.5 0 0 0 Peggy Jo Reutsch Secretary 1 0 0 0 Ann Courtemanche Treasurer 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ann Courtemanche 125 Michigan Ave NE Washington DC 200171004 2028849700 0 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 Trinity Washington University 530196640 2 1 30829 0 1 30829 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 Schedule A, Part IV, Section D, Line 2 Part IV, Section D, Line 2 The Alumnae Association of Trinity College (AATC) was established in 1938 and has been supporting Trinity College (Trinity) since then. Although the AATC's officers and directors are not appointed by Trinity and do not serve on the governing body of Trinity, the AATC has maintained a close and continuous working relationship with Trinity since 1938. The AATC supports Trinity's alumnae/i activities by working closely together with Trinity's Development & Alumnae Relations office. The key employees within the Development & Alumnae/i Relations Office are: 1) the Vice President & Chief Development Officer, who reports directly to Trinity's President, and 2) the Executive Director of Alumnae/i Giving and Engagement, who manages alumnae/i activity, including programming, communications, and finances. Both the Vice President & Chief Development Office and the Executive Director of Alumnae/i Giving and Engagement attend all AATC Board meetings where quarterly reports on revenue, expenses, and investments are reviewed and approved. Schedule A, Part IV, Section D, Line 3 As a result of the relationship between the AATC and Trinity's Development & Alumnae/i Relations office, Trinity has a significant voice in directing the AATC's use of income and assets during the year. Trinity representatives attend all AATC Board meetings and have an opportunity to provide input with respect to the use of AATC assets. Further, the AATC's distributions to Trinity for individual grants are made annually, and the decisions on the timing of individual scholarships, manner of making scholarships, and the recipients of any such scholarships are made consistent with Trinity's ongoing practices and procedures of awarding student scholarships. Financial transactions related to Alumnae activity are directed through Trinity's Development & Alumnae Relations office, and all AATC records, including financial records, are retained there. Schedule A, Part IV, Section E, Line 2a Part IV, Section E, Line 2a - The AATC operates, per its By-Laws, with the stated purposes to promote and support the educational mission of Trinity, to strengthen and maintain the relationship between Trinity and its alumnae/i, to foster personal and professional relationships among its alumnae/i, to communicate the vision and mission of Trinity to alumnae/i, and to encourage participation among alumnae/i in support of Trinity. The AATC's two most significant activities include support of Class Reunion and the Day of Service events. Both of these activities strengthen the relationship between Trinity & its alumnae/i and encourage participation among alumnae/i to support Trinity's mission of preparing students across the lifespan for the intellectual, ethical, and spiritual dimensions of contemporary work, civic, and family life. Both events provide opportunities for the alumnae/i to learn more about current day activities on campus. Reunion activities include Alumnae College, which offers faculty-taught classes in various disciplines; a Symposium on a topic of current interest; and recognition of enrolled students highlighting their achievements, awards, and external recognition that their work has garnered in their respective fields of study. October 2022's Symposium addressed Environmental Justice and included a keynote address from a renowned alum, panels populated with current faculty and students, and open discussion among students, faculty, and alumnae/i. In addition, since its incorporation in 1938, the AATC has operated alongside Trinity in advancing educational opportunities for underserved members of the community. This goal is accomplished primarily through scholarship funds. Recipients of scholarships generated from funds distributed from the AATC are selected on an objective and nondiscriminatory basis with the directors of Trinity having a significant voice in the timing of the payments, the manner of making them, and the selection of the scholarship recipients. Such awards are part of an active program of Trinity that directly furthers its exempt purposes. Schedule A, Part IV, Section E, Line 2b Part IV, Section E, Line 2b - As described in Line 2a above, the Annual Class Reunion activities, the Day of Service, and scholarship awards undertaken by the AATC are of significant benefit to Trinity. If the AATC were not engaged in Reunion and Day of Service activities, Trinity would have to undertake these activities in order to maintain its longstanding relationship with its alumnae. Under the umbrella of Trinity-sponsored Reunion activities, there are multiple class year-specific activities that are directed and funded by the AATC membership. Absent this AATC membership funding, the financial burden would fall to Trinity. Alumnae activities conducted in disperse geographical locations are also initiated by individual AATC members and would require Trinity involvement otherwise. Any scholarship funds not provided by the AATC would need to be made up by Trinity. Form 990-EZ, Part I, Line 16 Form 990-EZ, Part 1, Line 16 - Travel conferences, meetings, reunions, class events = 14362 ; Miscellaneous Donations = 1467; In Memoria = 400; Registration/License fees = 926; Other = 140; Total Other = 17295 Form 990-EZ, Part I, Line 20 Revenue = 25088; Expenses = 35025; Excess (Deficit) = -9937; Net Assets at Beginning of Year = 324993; Net Change in Assets (Investments) = 10660; Net Assets at End of Year = 325716