2025-05-13T11:01:30-04:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990 2024-01-01 036006322 ALBERTINI RINALDO TUW FBO UVM ALBE 8026601494 PO BOX 1504 BUFFALO NY 14240 MANUFACTURERS TRADERS TRUST CO SVP 8026601494 2025-05-12 true true SANDRA MURPHY P01252209 3128792000 2025-05-12 2024 2025-03-06 01:10:19Z X 57413 false X N/A X 1962 VT Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart. 0 0 0 0 0 0 0 12160 17371 0 12160 17371 4500 5940 0 4291 4803 0 0 1047 1406 9838 12149 2322 5222 246146 251093 0 0 246146 251093 Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart. false false 5940 5940 UNIVERSITY OF VERMONT SCHOOL OF MEDICINE 5940 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false false false false false false false false false false false false VT X M & T BANK ATTN KELLY KIMBALL 8026601494 PO BOX 1504 BUFFALO NY 14240 M T BANK TRUSTEE 1.0 X 4803 0 0 4803 0 0 false false false 7109 7109 50304 40042 10262 10262 17371 7109 5940 5940 4803 4803 900 900 506 506 12149 5940 6209 0 339 15751 13888 230056 237205 246146 251093 0 0 X 246146 251093 246146 251093 246146 251093 X 5222 -275 X false false false X X X 1 UNIVERSITY OF VERMONT 030179440 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SEC E Distributions are to the recipient organization, a public university that is a governmental entity, for educational purposes, namely to defray the educational cost of students. By paying these amounts to a governmental entity for educational purposes, the Trust is assured that they are used for exempt purposes SECTION D PART 2 AND 3 The Trust has a close connection with University of Vermont. In addition to being the Trusts beneficiary, the Trust has an ongoing relationship with the organization, which includes providing an annual statement to the organization, engaging in communications, and taking into account input that the beneficiary may have. SCH A PART V (i) All the unexpired interests in the Trust are devoted to one or more purposes described in Section 170(c)(1) and (c)(2)(B) as the Trust distributes annually, its net income to its supported organization, which is organized and operated exclusively for governmental and educational purposes.(ii) The Trust was created prior to November 20, 1970, and did not receive any SCH A PART V CONT. grant,contribution, bequest of other transfer on or after such date.(iii) Per the fourth paragraph of the last will and testament, the Trust is required to distribute all of its net income to the University of Vermont, the supported organization. All of the net income of the Trust is distributable and annually distributed to the supported organization for the specified charitable purposes. The SCH A PART V CONT. trust agreement describes the charitable purposes of the Trust so completely that such description can apply to only the existing supported organization and is of sufficient particularity as to vest in such organization rights against the Trust enforceable in court possessing equitable powers.(iv) The trustee does not have discretion to vary either the beneficiary supported organization or SCH A PART V CONT. the amounts payable to the supported organization.(v) None of the trustees would be disqualified persons within the meaning of section 4946(a)with respect to the Trust if such Trust were treated as a private foundation. false UNIVERSITY OF VERMONT WATERMAN BUILDING 3 BURLILNGTON VT 05405 030179440 501(c)(3) 5940 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Net income of the trust is annually paid to University of Vermont for educational purposes only EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a N/A EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b N/A FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW 990 IS REVIEWED BY THE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2023 Transaction Posted in 2024: $307; 2024 Transaction Posted in 2025: ($557); Return of Capital Adj - ($49); Cost Basis Adj: $23