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 036005059 OTTAUQUECHEE CHAPTER DAR TRUST OTTA 3026511126 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 3026511126 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 39540 X 6821 32719 27884 4835 11656 13129 3401 900 69 17499 -5843 248919 37 243113 X 248919 243113 0 0 248919 243113 0 0 248919 243113 X The Trust is both organized and operated for charitable purposes, and to function as a section501(c)(3) and 509(a)(3) supporting organization. Invested assets of the Trust are used to provide distributions to the designated supported organization, Woodstock History Center, Inc. WOODSTOCK HISTORY CENTER, INC. 13129 13129 13129 M AND T BANK TRUSTEE 1.0 3401 0 0 false false false false false false false 0 0 0 0 0 false 0 0 false VT M AND T BANK 1100 NORTH MARKET STREET WILMINGTON DE 198900001 3026511126 false false false false false false false false false false false true X X X 1 WOODSTOCK HISTORY CENTER INC 036008872 7 true 13129 0 1 13129 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 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 in Section 170(c)(1) and (c)(2)(B) as the Trust distributes its income to its supported organization, which is organized and operated exclusively for historical and charitable purposes. (ii) The Trust SCH A PART V CONT. was created prior to November 20, 1970, and did not receive any grant,contribution, bequest of other transfer on or after such date. (iii) Per the fifth paragraph of the trust agreement, the Trust is required to distribute all of itsnet income to Woodstock History Center, Inc., the supported organization. The trust agreement describes the charitable purposes of the Trust so completely that SCH A PART V CONT. 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 the amounts payable to the supported organization. (v) None of the SCH A PART V CONT disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation. SECTION D PART 2 AND 3 The Trust has a close connection with the trust beneficiary, Woodstock History Center, Inc. In addition to being a supporting organization of the Woodstock History Center, Inc., its sole 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 SECTION E Unitrust distributions of 4% as allowable under state statute are paid to the supported organization, Woodstock History Center, Inc., a section 501(c)(3) publiccharity, for the maintenance and upkeep of the D.A.R. House and Museum. By paying these amounts to a charitable organization for its support and historical preservation purposes, theTrust is assured that such amounts are used for section 501(c)(3) 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 AND T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 TRANSACTIONS POSTED IN 2023 $277.51; 2021 TRANSACTIONS POSTED IN 2022 ($207.75), ONEOK RETURN OF CAPITAL ADJUSTMENT ($41.08), COST BASIS ADJUSTMENTS ($28.68) Form 990-EZ, Part I, Line 10 WOODSTOCK HISTORICAL SOCIETY, INC. 26 ELM STREET WOODSTOCK VT 05091 13129 0 0 0 0 General 0 0 None Form 990-EZ, Part I, Line 16 Foreign Taxes on Qualified Foreign 64 Foreign Taxes on Non-Qualified Fore 5 Form 990-EZ, Part I, Line 20 2022 Transactions Posted In 2023 278 Form 990-EZ, Part I, Line 20 2023 Transactions Posted In 2024 241