2025-08-07T11:01:26-05:00 2025-03-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990EZ 2024-04-01 036004955 HUNTER TUW FBO ALA AND TRUDEAU INST HUNT 8026601494 PO BOX 1504 BUFFALO NY 14240 MANUFACTURERS TRADERS TRUST CO SVP 8026601494 2025-07-28 true true SANDRA MURPHY P01252209 3128792000 2025-07-28 2024 2025-03-06 01:10:19Z X X 36589 X 3120 33469 26784 6685 9805 5552 900 1998 8450 1355 110425 26 111806 110425 111807 0 0 110425 111807 0 0 110425 111807 X The charitable purposes of the initial beneficiaries was to assist individuals with Tuberculosis; however, due to the advances in medicine, the initial beneficiaries cease to exist and distributions are made to the Trudeau Institute and the American Lung Association of the Northeast, Inc. AMERICAN LUNG ASSOC. AND TRUDEAU INSTITUTE INC. 5552 7499 7499 M&T TRUST COMPANY TRUSTEE 0 1947 0 0 false false false false false false false 0 0 0 0 0 false 0 0 false VT M&T TRUST COMPANY ATTN KELLY KIMBALL PO BOX 1504 BUFFALO NY 14240 8026601494 false false false false false false false false false false false true X X X 2 AMERICAN LUNG ASSOCIATION 131632524 7 true 2462 0 TRUDEAU INSTITUTE INC 141401313 7 true 3090 0 2 5552 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 historic and ongoing relationship, which gives the beneficiaries a significant voice in the Trusts activities. Through this, the Trudeau Institute and the American Lung Association of the Northeast maintain close and continuing working relationships with the Trusts trustee. The Trust annually provides the supported organizations with written notice describing the type and amount of SECTION D PART 2 AND 3 CONT. all support provided to the supported organizations during the supported organization's tax year and takes into account input the beneficiaries may have. SECTION E The Trust fulfills the notification requirement as the trustee provides the supported organizations with annual statements. Since its formation, the Trust has operated in close connection with its supported organizations, with representatives of the Trust and the supported organizations meeting regularly. 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 charitable purposes. (ii) The Trust was created prior to November 20, 1970, and did not receive any SCH A PART A CONT grant, contribution, bequest of other transfer on or after such date. (iii) Per Page two, part Fifth paragraph of the last will and testament, the Trust is required to distribute all of its net income to the Caverly Preventorium, at Pittsford Vermont, and the Trudeau Sanatorium, of Trudeau New York. The Trudeu Inststute and the American Lung Association of the Northeast were disignated as the SCH A PART V CONT successor beneficiary supported organizations when the orginal beneficiaries cesed to exist in the form contemplated by the last will and testament. The Trudeau Institute and the American Lung Association of the Northeast have been recognized as the successor beneficiaries, which gives the organizations rights against the Trust enforceable in a court possessing equitable powers. SCH A PART V CONT. (iv) The trustee is not treated as having discretion to vary either the beneficiary supported organizations or the amoounts payable to the supported organizations, due to the substitution of the initial Trust beneficiaries as they are no longer in existence. The Caverly Preventorium, at Pittsford, Vermont was created to treat and care for children at risk of contracting terberculosis. The advances in SCH A PART V CONT. in medicine lead to a significant decline in the number of patients who require treatment, and the Preventorium closed in 1947. The American Lung Association o fthe Northeast, Inc., a 501 (c) (3) charitable organization, was designated sucessor beneficiary. The Trudeau Sanatorium, of Trudeau New York, treated thousands of underprivileged people afflicated with tuberculosis. The Sanatorium SCH A PART V CONT. closed on December 1st, 1954, after the discovery of effective antibiotic treatments for tuberculosis and teh Trudeau Institute, am medical research facility was later formed. The mission of the Trudeau Institute, the sucessor charitable beneficiary, is to focus on immune responses to major infectious diseases, such as tuberculosis. SCH A PART V CONT. The Trudeau Institute, successor to the Trudeau Sanatorium, of Trudeau, New York, and the American Lung Association of the Northeast, Inc., successor to the Caverly Preventorium, at Pittsford Vermont, operate for charitable purposes in line with those of the Trust's initial beneficiaries. (v) None of the trustees would be disqualified persons within the meaning of section 4946(a)with SCH A PART V CONT. respect to the Trust if such Trust were treated as a private 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 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 PEOPLE'S UNITED BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 POSTING ADJUSTMENTS Form 990-EZ, Part I, Line 16 Trustee/Executor Fees-Principal (al 974 Trustee/Executor Fees-Income (alloc 974 Foreign Taxes on Qualified Foreign 38 Foreign Taxes on Nonqualified Forei 12 Form 990-EZ, Part I, Line 20 TRANSACTIONS EFF DATED 3/31/2024 139 ROUNDING 1 Form 990-EZ, Part I, Line 20 TRANSACTIONS EFF DATED 3/31/2025 114