Civic Intelligence

Ottauquechee Chapter Dar Trust 41V497016

990 • Fiscal year 2020 • EIN 03-6005059

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization ProfileN/A
850 Main Street Rc 1215Bridgeport, CT 06604-4913

(802) 786-5503

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.00x

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

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.00x

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

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

26%

Higher net margin than 73% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$3,643

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

42%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$235,446

Up $5,167 (+2.2%) from 2019

Net Assets

Up

$235,446

Up $5,167 (+2.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin73rd percentile

Revenue

Up

$20,367

Up $5,978 (+42%) from 2019

Expenses

Down

$15,101

Down $5,835 (-28%) from 2019

Net Income

Up

$5,266

Up $11,813 (+180%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$235,446
Liabilities$0
Net Assets$235,446
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$20,367
Expenses$15,101
Net Income$5,266
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.0
Gross Receipts
$110,545
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$230,279$235,446▲ $5,167
Investments in Publicly Traded Securities$213,771$215,767▲ $1,996
Savings and Temporary Cash Investments$16,508$19,679▲ $3,171
Total Assets$230,279$235,446▲ $5,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$230,279$235,446▲ $5,167
Total Liabilities and Net Assets / Fund Balance$230,279$235,446▲ $5,167
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleBaseTotal
Peoples United Bank N aTrustee$3,643$3,643
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$20,367
Other Revenue
$0
Change in Net Assets
$5,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,543
Salaries, Compensation, and Employee Benefits$3,643
Other Expenses$915
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,543--$10,543
Current Officers, Directors, Trustees, and Key Employees-$3,643-$3,643
Fees for Services Accounting-$900-$900
All Other Expenses-$15-$15
Total Functional Expenses$10,543$4,558$0$15,101
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Woodstock History Center IncWoodstock, VT--$10,543
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 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

“People's united bank, fiduciary trustee, hours as needed.”

Filing and Contact Details

Filer

Filer Name
Ottauquechee Chapter Dar Trust 41v497016
EIN
03-6005059
Phone
8027865503
Address
850 MAIN STREET RC 1215, BRIDGEPORT, CT 06604-4913

Signing Officer

Name
Robert Tyler
Title
SVP
Phone
8027865503
Signed
2021-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Vt
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Yvonne Donaldson
Phone
6142327013
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“POSTING ADJUSTMENTS”

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/ActivityOrMissionDesc0The 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.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ATTN AMY MAYHEW
IRS990/BooksInCareOfDetail/PhoneNum08027865503
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt087 WEST STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0RUTLAND
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03643
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IRS990/CYOtherExpensesAmt0915
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt013951
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt010543
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010543
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010543
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0104129
IRS990/GrossReceiptsAmt0110545
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt06416
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06416
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0213771
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0215767
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090178
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0230279
IRS990/NetAssetsOrFundBalancesEOYAmt0235446
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-99
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09701
IRS990/PYInvestmentIncomeAmt014389
IRS990/PYOtherExpensesAmt07878
IRS990/PYRevenuesLessExpensesAmt0-6547
IRS990/PYSalariesCompEmpBnftPaidAmt03357
IRS990/PYTotalExpensesAmt020936
IRS990/PYTotalRevenueAmt014389
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05266
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016508
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019679
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
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/DistributionsGrp/QualifiedSetAsideAmt00
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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/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/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0036008872
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010543
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WOODSTOCK HISTORY CENTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WOODSTOCK HISTORY CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0036008872
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt026 ELM STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WOODSTOCK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd005091
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt5PEOPLE'S UNITED BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTING ADJUSTMENTS
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
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0230279
IRS990/TotalAssetsEOYAmt0235446
IRS990/TotalAssetsGrp/BOYAmt0230279
IRS990/TotalAssetsGrp/EOYAmt0235446
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010543
IRS990/TotalFunctionalExpensesGrp/TotalAmt015101
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0230279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0235446
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015101
IRS990/TotalReportableCompFromOrgAmt03643
IRS990/TotalRevenueGrp/ExclusionAmt06416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020367
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0230279
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0235446
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum08027865503
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTTAUQUECHEE CHAPTER DAR TRUST 41V497016
ReturnHeader/Filer/BusinessNameControlTxt0OTTA
ReturnHeader/Filer/EIN0036005059
ReturnHeader/Filer/PhoneNum08027865503
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 MAIN STREET RC 1215
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0066044913
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum06142327013
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YVONNE DONALDSON
ReturnHeader/ReturnTs02021-04-30T10:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,446
Liabilities
$0
Net assets
$235,446
Revenue
$20,367
Expenses
$15,101
Net income
$5,266
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