2024-05-09T16:01:13-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990EZ 2023-01-01 036006224 MACUTCHANJENNIE FBO FAHC MACU 8026601494 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 8026601494 2024-05-06 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-05-06 2023 2023-04-26 12:10:37Z X X N/A X 147501 X 3910 143591 140385 3206 7116 4932 2427 900 69 8328 -1212 147433 -53 146168 X 147433 146168 0 0 147433 146168 0 0 147433 146168 X Support the University of Vermont Medical Center UNIVERSITY OF VERMONT MEDICAL CENTER 4932 4932 4932 M & T Bank TRUSTEE 1.0 2427 0 0 false false false false false false false 0 0 0 0 0 false 0 0 false VT M & T BANK ATTN KELLY KIMBALL 1100 NORTH MARKET STREET WILMINGTON DE 198900001 8026601494 false false false false false false false false false false false true X X X 1 UNIVERSITY OF VERMONT MEDICAL CENTER 030219309 3 true 4932 0 1 4932 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 Distributions to the recipient organization are for charitable purposes as described in section 501(c)(3) ofthe Internal Revenue Code, to be used for such purposes as said Hospital may think best. SECTION D PART 2 AND 3 The Trust has a close connection with the University of Vermont Medical Center. 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 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 insection 170(c)(1) and (c)(2)(B) as the Trusts sole distributions are to its supported organization, which is operated exclusively for charitable purposes. (ii) The Trust was created prior to November 20, 1970, and SCH A. PART V CONT. did not receive any grant, contribution, bequest of other transfer on or after such date. (iii) Per Page Two, Paragraph Two of the trust agreement, the Trust is required to distribute its income to the University of Vermont Medical Center, the successor to the Mary Fletcher Hospital. This describes the charitable purposes of the trust so completely that such description can apply to only the SCH. A PART V CONT. 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 the amounts payable to the supported organization. SCH. A PART V CONT. (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 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 Form 990 and consults with Tax Team if there are any questions/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 2022 TRANSACTIONS POSTED TO 2023 $113.41; 2021 TRANSACTIONS POSTED TO 2022 ($89.84); ADJUSTMENTS TO INCOME ($0.13); COST BASIS ADJUSTMENTS ($67.44) Form 990-EZ, Part I, Line 16 Foreign Taxes on Qualified Foreign 43 Foreign Taxes on Non-Qualified Fore 26 Form 990-EZ, Part I, Line 20 2022 Transactions Posted In 2023 113 Rounding Adjustment 2 Form 990-EZ, Part I, Line 20 2023 Transactions Posted In 2024 168