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 036006252 FREDERICK M COON TUW FBO FAHC ETAL TRUST COON 8026601494 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 8026601494 2024-04-30 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-04-30 2023 2023-04-26 12:10:37Z 203244 false X N/A X 1952 VT The Trust limits its distributions to the University of Vermont Medical Center and the Howard Center, Inc., for charitable purposes as described in section 501(c)(3) of the Internal Revenue Code. The University of Vermont Medical Center and the Howard Center, Inc. are the successors of the charitable beneficiaries named in Part VI, Paragraph Five of the last will and testament. 0 0 0 0 0 0 0 11333 8721 0 11333 8721 2624 5041 0 3558 3422 0 0 806 797 6988 9260 4345 -539 217326 216750 0 0 217326 216750 X The Trust limits its distributions to the University of Vermont Medical Center and the Howard Center, Inc., for charitable purposes as described in section 501(c)(3) of the Internal Revenue Code. The University of Vermont Medical Center and the Howard Center, Inc. are the successors of the charitable beneficiaries named in Part VI, Paragraph Five of the last will and testament. false false 5041 5041 UNIVERSITY OF VERMONT MEDICAL CENTER AND HOWARD CENTER, INC 5041 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 true 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 1100 NORTH MARKET STREET WILMINGTON DE 198900001 X M & T BANK TRUSTEE X 3422 0 0 3422 0 0 false false false 5563 5563 197681 194523 3158 3158 8721 5563 5041 5041 3422 3422 750 750 47 47 9260 5041 4219 0 78 305 18412 5947 198836 210498 217326 216750 0 0 X 217326 216750 217326 216750 217326 216750 X -539 -37 X false false false X X X 2 UNIVERSITY OF VERMOUNT MEDICAL CENTER 030219309 5 true 2521 0 HOWARD CENTER INC 030179433 7 true 2521 0 2 5042 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 D PART 2 AND 3 The Trust has a close connection with University of Vermont Medical Center and the HowardCenter, Inc. In addition to being the Trusts beneficiaries, the Trust has an ongoing relationship with each 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 The Trust meets the requirements set forth in Regulations Section 1.509(a)-4(i)(9)(i)-(v) as follows:(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 organizations, which are organized and operated exclusively for religious, charitable and educational SCH A PART V CONT. purposes. (ii) The Trust was created prior to November 20, 1970, and did not receive any grant, contribution, bequest of other transfer on or after such date. (iii) Per Part VI, Paragraph Five of the last will and testament, the Trust is required to at least annually distribute all of its net income, in fixed shares, to the University of Vermont Medical Center and the Howard Center, successors to the SCH A PART V CONT. organizations named in the last will and testament. All of the net income of the Trust is distributable and annually distributed to the supported organizations. The trust agreement describes the charitable purposes of the trust so completely that such description can apply to only the existing supported organization(s) and is of sufficient particularity as to vest in such organization rights SCH A PART V CONT. against the Trust enforceable in court possessing equitable powers. (iv) The trustee does not have discretion to vary either the beneficiary supported organizations or the amounts payable to the supported organizations. (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 SCH A PART V CONT. foundation 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 TRUSTEE REVIEWS THE 990 AND CONSULTS WITH THE TAX TEAM IF THERE ARE ANY CONCERNS FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST FORM 990, PAGE 7, PART VII, SECTION A M & T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED EXPLANATION FOR FORM 990, PART XI, LINE 9 POSTING ADJUSTNMENTS