2024-05-07T09:01:18-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990 2023-01-01 036006283 MAGOONEDITH M FBO NO CTRY HOSPITAL MAGO 3026518988 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 3026518988 2024-05-01 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-05-01 2023 2023-04-26 12:10:37Z 142186 false X N/A X 1901 VT The purpose of the Trust is to make distributions to the supported organization, North Country Hospital and Health Center, formerly named Orleans County Memorial Hospital. Orleans County Memorial Hospital was designated as the sole beneficiary of the Trusts charitable interest per Article Eighth of the trust agreement, and continues to receive distributions under its new name North Country Hospital and Health Center 0 0 0 0 0 0 0 7389 4125 0 7389 4125 6693 6448 0 2179 2050 0 0 940 964 9812 9462 -2423 -5337 145662 140314 0 0 145662 140314 The purpose of the Trust is to make distributions to the supported organization, North Country Hospital and Health Center, formerly named Orleans County Memorial Hospital. Orleans County Memorial Hospital was designated as the sole beneficiary of the Trusts charitable interest per Article Eighth of the trust agreement, and continues to receive distributions under its new name North Country Hospital and Health Center false false 8562 6448 NORTH COUNTRY HOSPITAL & HEALTH CENTER INC. 8562 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 false 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 true true false false true true true true false true false true false VT X M&T BANK TRUST CORPORATION ATTN STEWART POLLAC 3026518988 1100 NORTH MARKET STREET WILMINGTON DE 19890 M&T BANK TRUST COPORATION TRUSTEE X 2050 0 0 2050 0 0 false false false 3769 3769 138417 138061 356 356 4125 3769 6448 6448 2050 2050 900 900 64 64 9462 6448 3014 0 55 157 7634 1254 137973 138903 145662 140314 0 0 X 145662 140314 145662 140314 145662 140314 X -5337 -11 X false false false X X X 1 NORTH COUNTRY HOSPITAL & HEALTH CENTER INC 030185556 3 true 6448 0 1 6448 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 SECTION E The supported organization North Country Hospital and Health Center is a public charity described in section 501(c)(3) of the Internal Revenue Code. As the distributions are provided to the supported organization for its charitable use, the distributions are for exempt purposes. SECTION D PART 2 AND 3 The Trust has a close connection with the North Country Hospital and Health Center. In addition to being the Trusts beneficiary, the Trust has an ongoing relationship with the Hospital 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 The Trust meets the requirements set forth in the Regulations Section 1.509(a)-4(i)(9)(i)-(v) as follows: (i) All unexpired interests in the Trust are devoted to one or more purposes described in Section170(c)(1) and (c)(2)(B) as the Trusts sole distributions are to its supported organization, the North Country Hospital and Medical Center, a 501(c)(3) organization. (ii) The Trust was a SCH. A PART V CONT. split-interest trust, described in Section 4947(a)(2), created prior to November 20, 1970, because it was formed and funded in November of 1955, and was irrevocable on such a date. The Trust did not receive any grant,contribution, bequest or other transfer on or after such a date. Therefore, the Trust is treated as being created prior to November 20, 1970, for purposes of this supporting SCH. A PART V CONT. organization test, even though it became a charitable trust on December 27, 1996, the date the last non-charitable beneficiary interest expired. (iii) Per Article Eighth of the trust agreement, the Trust is required to distribute its income exclusively to North Country Hospital and Medical Center, formerly named Orleans County Memorial Hospital. SCH. A PART V CONT. This describes the charitable purposes of the trust so completely that such description can apply only to 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. 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. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a Due to Regulation 9 governance this trust is to be reviewed at the very least annually to ensure its compliance with the regulation and all meetings are documented. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b Each committee with the annual meeting is required to document it actions as it pertains to this trust. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW The Form 990 is prepared by the Trustee's Tax Department after consultation with the trust officer. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c This Organization is a trust having as its trustee Wilmington Trust Company. WTC is a wholly owned subsidiary of M&T Bank Corporation. M&T has a written code of business conduct and ethics to which all employees are subject. WTC Personnel are subject to that policy as well as a separate WTC conflicts of interest policy. All WTC Personnel are required to take and sign off on completion of an online course on the M&T Code of Business Conduct and Ethics Annually. FORM 990, PAGE 6, PART VI, LINE 15b The Bank as Trustee Receives Trustee Fees Determined by the governing instrument and/or state law. FORM 990, PAGE 6, PART VI, LINE 19 These documents can be located on the Investor Relations link. Financial statements, per se, are not drafted for the organization, but the form 990 itself conveys that information and is widely disseminated on the world wide web. The Governing Document of the Organization is available upon Request. FORM 990, PAGE 7, PART VII, SECTION A M&T BANK TRUST CORPORATION, FIDUCIARY TRUSTEE, HOURS AS NEEDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 TRANSACTIONS POSTED IN 2023 -143.00/2023 TRANSACTIONS POSTED IN 2024 151.00/ ROC ADJ. 2023 ADJ IN 2024 -3.00/Total to Form 990 Part XI Line 9 -11.00