2025-08-11T19:01:26-05:00 2025-03-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990 2024-04-01 036004952 JOHNSON F TUA FBO CHURCH & DIOCESE JOHN 8026601494 PO BOX 1504 BUFFALO NY 14240 MANUFACTURERS TRADERS TRUST CO SVP 8026601494 2025-08-11 true true SANDRA MURPHY P01252209 3128792000 2025-08-11 2024 2025-03-06 01:10:19Z 55540 false X N/A X 1901 VT The Trust was created for charitable purposes under section 501(c)(3) of the Internal Revenue Code, to distribute its annual income to the United Methodist Church of Mt Hope and the Episcopal Diocese of Vermont. 0 0 0 0 0 0 0 11182 24235 0 11182 24235 11098 10794 0 4126 5104 0 0 964 1003 16188 16901 -5006 7334 240280 247374 0 0 240280 247374 X The Trust was created for charitable purposes under section 501(c)(3) of the Internal Revenue Code, to distribute its annual income to the United Methodist Church of Mt Hope and the Episcopal Diocese of Vermont. false false 16902 10794 United Methodist Church of MT. Hope and Episcopal Diocese of Vermont 16902 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 true false false false false false false VT X M&T BANK ATTN KELY KIMBALL 8026601494 PO BOX 1540 BUFFALO NY 14240 M&T BANK TRUSTEE X 5104 0 0 5104 0 0 false false false 6877 6877 48663 31305 17358 17358 24235 6877 10794 10794 5104 5104 900 900 103 103 16901 10794 6107 0 12977 7056 227303 240318 240280 247374 0 0 X 240280 247374 240280 247374 240280 247374 X 7334 -240 X false false false X X 2 UNITED METHODIST CHURCH OF MT HOPE 010920204 1 true 540 0 EPISCOPAL DIOCESE OF VERMONT 030212592 1 true 10255 0 2 10795 0 true false false false false false false false false false false false false false false true false true X true true false false 0 0 0 0 0 0 SEC D. PART 2 AND 3 The Trust has a close connection with United Methodist Church of MT. Hope and Episcopal Diocese. In addition to being the Trusts beneficiaries, the Trust has an ongoing relationship with the organizations, which inclused providing an annual statament to the organizations, engaging in communications, and taking into account input that the beneficiaries 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 fifth paragraph of the last will and testament, the Trust is required to distribute all of its net income to the United Methodist Church of Mt Hope and Episcopal Diocese of Vermont, the supported organizations. SCH A PART V CONT. All of the net income of the Trust is distributable and annually distributed to the supported organizations for the specified charitable purposes. The trust agreement describes the charitable purposes of the Trust so completely that such description can apply to only the existing supported organizations and is of sufficient particularity as to vest in such organizations rights against the SCH A CONT. 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 foundation. SEC E PART 2 Per the trust agreement, the sole purpose of the Trust is to support Mount Hope United Methodist Church and Episcopal Diocese of Vermont, the supported organizations, and to make distributions from the Trust to the organizations for their general purposes. As stated in the Part IV narrative description of activities, the beneficiaries and the Trust have a historic and ongoing relationship with regular SEC E PART 2 CON. meetings, which gives the beneficiaries a significant voice in the Trusts activities. Through this, the supported organizations maintain a close and continuing working relationship with the Trust's trustee. The Trust annually provides the supported organizations with written notice describing the type and amount of all support provided to the supported organizations during the SEC E PART 2 CONT. supported organizations tax years. true EPISCOPAL DIOCESE OF VERMONT 5 ROCK POINT RD BURLINGTON VT 05408 030212592 10255 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Distributions are to the recipient organizations, a church and religious organization, for general purposes. By paying these amounts to a church and religious organization for support purposes, the Trust is assured that such amounts are used for section 501(c)(3) purposes. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Distributions are to the recipient organizations, a church and religious organization, for general purposes. By paying these amounts to a church and religious organization for support purposes, the Trust is assured that such amounts are used for section 501(c)(3) purposes. 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 THE 990 IS REVIEWED BY THE TRUSTEE 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 2024 Transaction Posted in 2025 -$322.49; 2023 Transaction Posted in 2024 $318.55; Adjustment to Income -$0.13; Basis Adjustment -236