Civic Intelligence

Ottauquechee Chapter Dar Trust

EIN 03-6005059 • 501(c)3 • Buffalo, NY

Profile

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.

PO Box 1504Buffalo, NY 14240

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

NTEE A11 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$3,779

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

NTEE A11 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

54th percentile

5.1%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$240,327

Down $2,786 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$240,327

Down $2,786 (-1.1%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Up

$12,253

Up $597 (+5.1%) from 2023

Expenses

Down

$14,656

Down $2,843 (-16%) from 2023

Net Income

Up

-$2,403

Up $3,440 (+59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$300K$200K$100K$0Assets 2018: $236,740Liabilities 2018: $0Net Assets 2018: $236,7402018Assets 2019: $230,279Liabilities 2019: $0Net Assets 2019: $230,2792019Assets 2020: $235,446Liabilities 2020: $0Net Assets 2020: $235,4462020Assets 2021: $237,557Liabilities 2021: $0Net Assets 2021: $237,5572021Assets 2022: $248,919Liabilities 2022: $0Net Assets 2022: $248,9192022Assets 2023: $243,113Liabilities 2023: $0Net Assets 2023: $243,1132023Assets 2024: $240,327Liabilities 2024: $0Net Assets 2024: $240,3272024

Highlighted filing

2024

Assets$240,327
Liabilities$0
Net Assets$240,327
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$30K$20K$10K$0-$10KRevenue 2018: $17,321Expenses 2018: $15,383Net Income 2018: $1,9382018Revenue 2019: $14,389Expenses 2019: $20,936Net Income 2019: -$6,5472019Revenue 2020: $20,367Expenses 2020: $15,101Net Income 2020: $5,2662020Revenue 2021: $18,097Expenses 2021: $15,897Net Income 2021: $2,2002021Revenue 2022: $27,436Expenses 2022: $15,847Net Income 2022: $11,5892022Revenue 2023: $11,656Expenses 2023: $17,499Net Income 2023: -$5,8432023Revenue 2024: $12,253Expenses 2024: $14,656Net Income 2024: -$2,4032024

Highlighted filing

2024

Revenue$12,253
Expenses$14,656
Net Income-$2,403
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$240,327
Liabilities
$0
Net assets
$240,327
Revenue
$12,253
Expenses
$14,656
Net income
-$2,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.12$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.27$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.20$0.15$0.05
2019Summary only. Only limited summary data is available for this year.$2.30$0.00$2.30$0.14$0.21$0.07
2018Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.17$0.15$0.02
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
$20,409
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
WOODSTOCK HISTORY CENTER, INC.$9,846$9,846
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,779-$3,779
Governance and Compliance

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Ottauquechee Chapter Dar Trust
EIN
03-6005059
Phone
3026511126
Address
PO BOX 1504, BUFFALO, NY 14240

Signing Officer

Name
Manufacturers Traders Trust Co
Title
SVP
Phone
3026511126
Signed
2025-05-12
Discuss with paid preparer
Yes

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

“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 9846 0 0 0 0 general purpose 0 0 none”

Form 990-EZ, Part I, Line 16

“Foreign Taxes on Qualified Foreign 112 Foreign Taxes on Nonqualified Forei 19”

Form 990-EZ, Part I, Line 20

“2023 Transactions Posted In 2024 241”

Form 990-EZ, Part I, Line 20

“2024 Transactions Posted In 2025 592 2023 Return of Capital Adjustments 32”

Raw XML Appendix239 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1input that the beneficiary may have.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Unitrust 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)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4was 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5such 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7The 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt8Unitrust 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)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D PART 2 AND 3 CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION E
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5SCH A PART V CONT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6SCH A PART V CONT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc7SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc8SECTION E
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decisions are made by the trustee, and are subject to fiduciary responsibility as described in trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Trustee reviews Form 990 and consults with Tax Team if there are any questions/concerns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5M AND T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62022 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)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WOODSTOCK HISTORICAL SOCIETY, INC. 26 ELM STREET WOODSTOCK VT 05091 9846 0 0 0 0 GENERAL PURPOSE 0 0 NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Foreign Taxes on Qualified Foreign 112 Foreign Taxes on Nonqualified Forei 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92023 Transactions Posted In 2024 241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt102024 Transactions Posted In 2025 592 2023 Return of Capital Adjustments 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03026511126
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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