Civic Intelligence

Albertini Rinaldo Tuw FBO Uvm

EIN 03-6006322 • 501(c)3 • Buffalo, NY

Profile

Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart.

PO Box 1504Buffalo, NY 14240

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

30%

Higher net margin than 69% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

95th percentile

$4,803

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 27.6% of source-year revenue.

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

2.0%

Faster asset growth than 66% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

43%

Faster revenue growth than 68% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$251,093

Up $4,947 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$251,093

Up $4,947 (+2.0%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin69th percentile

Revenue

Up

$17,371

Up $5,211 (+43%) from 2023

Expenses

Up

$12,149

Up $2,311 (+23%) from 2023

Net Income

Up

$5,222

Up $2,900 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $204,824Liabilities 2018: $0Net Assets 2018: $204,8242018Assets 2019: $212,417Liabilities 2019: $0Net Assets 2019: $212,4172019Assets 2020: $225,413Liabilities 2020: $0Net Assets 2020: $225,4132020Assets 2021: $241,199Liabilities 2021: $0Net Assets 2021: $241,1992021Assets 2022: $243,887Liabilities 2022: $0Net Assets 2022: $243,8872022Assets 2023: $246,146Liabilities 2023: $0Net Assets 2023: $246,1462023Assets 2024: $251,093Liabilities 2024: $0Net Assets 2024: $251,0932024

Highlighted filing

2024

Assets$251,093
Liabilities$0
Net Assets$251,093
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2018: $14,580Expenses 2018: $11,712Net Income 2018: $2,8682018Revenue 2019: $18,681Expenses 2019: $11,220Net Income 2019: $7,4612019Revenue 2020: $18,094Expenses 2020: $5,122Net Income 2020: $12,9722020Revenue 2021: $21,510Expenses 2021: $5,692Net Income 2021: $15,8182021Revenue 2022: $11,696Expenses 2022: $8,900Net Income 2022: $2,7962022Revenue 2023: $12,160Expenses 2023: $9,838Net Income 2023: $2,3222023Revenue 2024: $17,371Expenses 2024: $12,149Net Income 2024: $5,2222024

Highlighted filing

2024

Revenue$17,371
Expenses$12,149
Net Income$5,222
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,093
Liabilities
$0
Net assets
$251,093
Revenue
$17,371
Expenses
$12,149
Net income
$5,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.17$0.12$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.22$0.06$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.18$0.05$0.13
2019Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.19$0.11$0.07
2018Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.15$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$57,413
Mission and Program Overview

Mission

The organizations mission is to promote higher education and educational excellence by providing charitable support to the University of Vermont and related academic initiatives.

Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$246,146$251,093▲ $4,947
Investments in Publicly Traded Securities$230,056$237,205▲ $7,149
Savings and Temporary Cash Investments$15,751$13,888▼ $1,863
Cash and Non-Interest-Bearing Accounts$339--
Total Assets$246,146$251,093▲ $4,947
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$246,146$251,093▲ $4,947
Total Liabilities and Net Assets / Fund Balance$246,146$251,093▲ $4,947
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleBaseTotal
M T BankTrustee$4,803$4,803
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,371
Other Revenue
$0
Change in Net Assets
$5,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,940
Salaries, Compensation, and Employee Benefits$4,803
Other Expenses$1,406
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,940--$5,940
Current Officers, Directors, Trustees, and Key Employees-$4,803-$4,803
Fees for Services Accounting-$900-$900
All Other Expenses-$506-$506
Total Functional Expenses$5,940$6,209$0$12,149
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of VermontBurlilngton, VT501(c)(3)-$5,940
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“990 is reviewed by the trustee”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Albertini Rinaldo Tuw Fbo Uvm
EIN
03-6006322
Phone
8026601494
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
8026601494
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1962
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 Transaction Posted in 2024: $307; 2024 Transaction Posted in 2025: ($557); Return of Capital Adj - ($49); Cost Basis Adj: $23”

Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum08026601494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1504
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IRS990/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt050304
IRS990/GrossReceiptsAmt057413
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07109
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07109
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0230056
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0237205
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt040042
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0246146
IRS990/NetAssetsOrFundBalancesEOYAmt0251093
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-275
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04500
IRS990/PYInvestmentIncomeAmt012160
IRS990/PYOtherExpensesAmt01047
IRS990/PYRevenuesLessExpensesAmt02322
IRS990/PYSalariesCompEmpBnftPaidAmt04291
IRS990/PYTotalExpensesAmt09838
IRS990/PYTotalRevenueAmt012160
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05222
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0246146
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0251093
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015751
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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Distributions are to the recipient organization, a public university that is a governmental entity, for educational purposes, namely to defray the educational cost of students. By paying these amounts to a governmental entity for educational purposes, the Trust is assured that they are used for exempt purposes
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust has a close connection with University of Vermont. 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2(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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3grant,contribution, bequest of other transfer on or after such date.(iii) Per the fourth paragraph of the last will and testament, the Trust is required to distribute all of its net income to the University of Vermont, the supported organization. All of the net income of the Trust is distributable and annually distributed to the supported organization for the specified charitable purposes. The
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4trust agreement describes the charitable purposes of the Trust so completely that such description can apply to only 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5the amounts payable 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SEC E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCH A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCH A PART V CONT.
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 IS REVIEWED BY THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 Transaction Posted in 2024: $307; 2024 Transaction Posted in 2025: ($557); Return of Capital Adj - ($49); Cost Basis Adj: $23
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalReportableCompFromOrgAmt04803
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017371
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0251093
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MANUFACTURERS TRADERS TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08026601494
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERTINI RINALDO TUW FBO UVM
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0036006322
ReturnHeader/Filer/PhoneNum08026601494
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1504
ReturnHeader/Filer/USAddress/CityNm0BUFFALO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02025-05-13T11:01:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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