Helen E Elliott Tr UW

“Due to Regulation 9 governance this trust is to be reviewed at the very least annually to ensure its compliance with the regulation and all meetings are documented.”

“Each committee at the annual meeting is required to document its actions as it pertains to this trust.”

“The Form 990 is prepared by the Trustee's Tax Department after consultation with the trust officer.”

“This Organization is a trust having as its trustee Wilmington Trust Company. WTC is a wholly owned subsidiary of M&T Bank Corporation. M&T has a written code of business conduct and ethics to which all employees are subject. WTC Personnel are subject to that policy as well as a separate WTC conflicts of interest policy. All WTC Personnel are required to take and sign off on completion of an online course on the M&T Code of Business Conduct and Ethics Annually.”

“The Bank as Trustee Receives Trustee Fees Determined by the governing instrument and/or state law.”

“Available upon request”

“These documents can be located on the Investor Relations link. Financial statements, per se, are not drafted for the organization, but the form 990 itself conveys that information and is widely disseminated on the world wide web. The Governing Document of the Organization is available upon Request.”

“M&t bank trust corporation, as needed”

“The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.”

“The supported organization's funding needs helped the supporting organization make investment decisions through the year.”

“Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.”

“The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.”

“2024 TRANSACTIONS POSTED IN 2025 -458.51 /2023 TRANSACTIONS POSTED IN 2024 447.59/ DISALLOWED WASH SALE LOSSES 23.61 /Total to Form 990 Part XI Line 9 12.69”