2024-06-17T09:01:15-05:00 2024-01-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2023-02-01 886123071 CHARLOTTE STAFFORD FBO TOWN OF OXFORD NY CHAR 6073376136 NBT BANK NA 52 S BROAD ST NORWICH NY 13815 NBT BANK NA TRUSTEE 6073376136 2024-06-17 true false JEFFREY E KUHLIN P00353001 4123556000 2024-06-17 X 2023 2023-04-26 12:10:37Z CO NBT BANK 52 SOUTH BROAD STREET NORWICH NY 138151646 47973 false X N/A X 2022 NY PROVIDE A HISTORICAL SITE THE STAFFORD HOUSE IN THE TOWN OF OXFORD FOR RESIDENTS AND NON-RESIDENTS TO VIEW MEMORABILIA AND READ ABOUT THE HISTORY OF THE TOWN. 1 1 0 1 0 0 393844 20369 0 8825 9944 7400 8400 410069 38713 0 0 2789 4627 0 0 9895 15764 12684 20391 397385 18322 363612 381409 0 0 363612 381409 PROVIDE A HISTORICAL SITE THE STAFFORD HOUSE IN THE TOWN OF OXFORD FOR RESIDENTS AND NON-RESIDENTS TO VIEW MEMORABILIA AND READ ABOUT THE HISTORY OF THE TOWN. false false 16146 DISTRIBUTIONS MADE FOR THE BENEFIT OF THE TOWN OF OXFORD, NY AND THE STAFFORD HOUSE, 26 STATE STREET, OXFORD, NY 13830. FUNDS FROM THIS TRUST HAVE BEEN USED EXCLUSIVELY TO MAINTAIN THE PROPERTY (UTILITIES, MAINTENANCE, REPAIRS, TAXES, ETC.). 16146 true true false false false false false true false false 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 false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 1 false false false false false false false false false false false true true true true false false false false false NY X X NBT BANK NA 6073376193 52 SOUTH BROAD STREET NORWICH NY 13815 NBT BANK NA TRUSTEE 1.0 X 4626 0 0 VICKY M HOUSE TRUST PROTECTOR 40.0 X 0 0 0 4626 0 0 false false false 20369 20369 10968 10968 8400 8400 8400 8400 8236 9260 -1024 -1024 -1024 38713 8400 9944 4627 463 4164 1450 1450 PROPERTY TAXES AT STAFFORD HOUSE 5244 5244 ANNUAL INSURANCE PREMIUM 4043 4043 UTILITIES AT STAFFORD HOUSE 3535 3535 MAINTENANCE AT STAFFORD HOUSE 1411 1411 81 81 20391 16146 4245 0 44322 57668 100000 21766 78234 78234 215079 219530 25977 25977 363612 381409 0 0 X 259401 381409 96909 7302 363612 381409 363612 381409 X 18322 -525 X false false false X X X 1 TOWN OF OXFORD 156001089 6 true 16146 0 1 16146 0 true true false false false false false false false false false true false false false false true true true X true true 0 0 0 0 0 0 Part IV, Section E, Line 1c The trust fund was established by the Estate of Charlotte F Stafford. Mrs. Stafford gifted funds and the Stafford House to this trust for the benefit of the Town of Oxford. The home will provide a historical site in the Town of Oxford for residents and non-residents to view memorabilia and read about the history of the town. The historic site is for the benefit of the community and is Part IV, Section E, Line 1c Cont open to the public. Part IV, Section E, Line 2a The purpose of this trust is to provide the Stafford House to the Town of Oxford. The home will serve the Town of Oxford as a historical site containing artifacts for public enjoyment and education. Part IV, Section E, Line 2b The Town of Oxford exists to serve its residents and non-residents. Without the involvement of this trust, the Town of Oxford would still seek opportunities to provide public enjoyment and education. Part IV, Section A, Line 2 The supported organization is the Town of Oxford which is a governmental entity which did not receive a determination letter from the IRS. Part IV, Section D, Line 3 A personal caretaker on site will maintain the Stafford House and keep the area clean and open to visitors. NBT as trustee, will work closely with the Oxford Town Historian and Oxford Historical Society to achieve the charitable purposes. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 15000 15000 85000 21766 63234 78234 Silverware - 26 State Street 6121 Fine Arts - 26 State Street 19856 25977 EXPLANATION FOR SCHEDULE D, PART III, LINE 4 THE STAFFORD HOUSE CONTAINS VARIOUS WORKS OF FINE ART AND SILVERWARE. THESE ITEMS WILL BE ON DISPLAY AND CONTRIBUTE TO PUBLIC ENJOYMENT AND EDUCATION FOR RESIDENTS AND NON-RESIDENTS IN THE TOWN OF OXFORD. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE ORGANIZATION IS A TRUST AND DOES NOT HAVE A GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ORGANIZATION IS A TRUST AND DOES NOT HAVE A GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW AN ELECTRONIC COPY OF FORM 990 IS MADE AVAILABLE TO THE TOWN OF OXFORD FOR REVIEW PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE TRUST FOLLOWS NBT BANK N.A, POLICIES WITH RESPECT TO CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 19 CONTACT PRINCIPAL OFFICE OF TRUSTEE OR VISIT NYOAG WEBSITE AT: WWW.CHARITIESNYS.COM EXPLANATION FOR FORM 990, PART XI, LINE 9 ($525) COST BASIS ADJUSTMENT OF AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF TOWN OF OXFORD c/o Allan Davis Town Supervisor 20 LAFAYETTE PARK OXFORD NY 13830 156001089 GOVERNMENT NY NA false false false false false false false false false false false false false false false false true false false false