2024-05-07T09:01:18-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990EZ 2023-01-01 046036499 SUSAN A DODGE TR UW DODG 3026518988 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 3026518988 2024-05-01 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-05-01 2023 2023-04-26 12:10:37Z X X 41127 X 5383 35744 29203 6541 11924 2580 900 243 3723 8201 163360 -73 171488 X 163360 171488 0 0 163360 171488 0 0 163360 171488 X PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES ATTENDING COLLEGE NONE X M&T BANK TRUST CORPORATION TRUSTEE 0.1 2580 0 0 false false false false false false false 0 0 0 0 0 false 0 0 false MA M&T BANK TRUST CORPORATION ATTN STEWART POLLAC 1100 NORTH MARKET STREET WILMINGTON DE 19890 3026518988 false false false false false false false false X false false false true X X X 1 BROWN UNIVERSITY 050258809 2 false 0 0 1 0 0 true false false false false false false false false false false false false false false true true 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 SECTION D PART 2 AND 3 The Trust has a close connection with the Town of Alstead. In addition to being the Trusts beneficiary, the Trust has an ongoing relationship with the Town, which includes providing an annual statement to the organization, engaging in communications, and taking into account input that the beneficiary may have. SCHEDULE 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 Trusts sole distributions are to its supported organization, Brown University. (ii) The Trust was created prior to November 20, 1970, and did not receive any SCHEDULE A PART V (CONT'D) grant, contribution, bequest of other transfer on or after such date. (iii) Per the last will and testament, the Trust is required to distribute its income to Brown University. This describes the charitable purposes of the trust so completely that such description can apply to only the existing supported organization and is of sufficient particularity as to vest in such organization rights SCHEDULE A PART V (CONT'D) 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. SCHEDULE A PART V (CONT'D) (v) None of the trustees would be disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation. PART IV, SECTION D 2 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. PART IV, SECTION D 3 The supported organization's funding needs helped the supporting organization make investment decisions through the year. PART IV, SECTION E 2a 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. PART IV, SECTION E 2b The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust. Form 990-EZ, Part I, Line 16 Foreign Taxes 243 Form 990-EZ, Part I, Line 20 2022 TRANSACTIONS POSTED IN 2023 263 Form 990-EZ, Part I, Line 20 2023 Transaction Posted in 2024 336