2024-05-09T16:01:13-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 E CARY ST SUITE 201 RICHMOND VA 23223 990 2023-01-01 066022651 RHODA T RITGER TRUST RITG 2032598881 1100 NORTH MARKET STREET WILMINGTON DE 198900001 BRENT HEINTZELMAN SVP 2032598881 2024-05-03 true BRENT HEINTZELMAN true SANDRA MURPHY P01252209 8043446000 2024-05-03 2023 2023-04-26 12:10:37Z 510619 false X N/A X 1955 CT Help the Fairfield Historical Society carry out its mission. 0 0 0 0 0 0 0 56330 5231 0 56330 5231 55500 56365 0 8723 8178 0 0 4200 2556 68423 67099 -12093 -61868 825835 763071 0 0 825835 763071 Help the Fairfield Historical Society carry out its mission. false false 56365 56365 FAIRFIELD HISTORICAL SOCIETY 56365 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 true false false false false false false false false false false false false false false false false false false false false 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false false false false false false false false false false false false CT X M & T BANK ATTN SLOAN SAVERINE 2032598881 1100 NORTH MARKET STREET WILMINGTON DE 198900001 PEOPLES UNITED BANK TRUSTEE X 8178 0 0 8178 0 0 false false false 21557 21557 489062 505388 -16326 -16326 5231 21557 56365 56365 8178 8178 900 900 1656 1656 67099 56365 10734 0 412 1419 60061 32595 765362 729057 825835 763071 0 0 X 825835 763071 825835 763071 825835 763071 X -61868 -896 X false false false X X X 1 FAIRFIELD HISTORICAL SOCIETY 060646622 7 true 56365 0 1 56365 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 SECTION D PART 2 AND 3 The Trust has a close connection with the Fairfield Historical Society. In addition to being the Trust 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 input that the beneficiary may have. 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) Allthe 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 annually its net income to its supported organization, which is organized and operated exclusively for charitable purposes. (ii) The Trust was SCH A. PART V CONT. 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 third paragraph of the last will and testament, the Trust is required to distribute all of its net income to the Fairfield Historical Society, the supported organization. All of the net income of the Trust is distributable and annually distributed to SCH A. PART V CONT. the supported organization for the specified charitable purposes. The trust agreement 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 against the Trust enforceable in court possessing equitable powers. (iv) The trustee does not SCH. A PART V CONT. have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization. (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. true FAIRFIELD HISTORICAL SOCIETY 370 BEACH ROAD FAIRFIELD CT 06824 060646622 501(c)(3) 56365 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 Distributions are to the recipient organization, the Fairfield Historical Society, for charitable purposes. By paying these amounts to the historical society, a charitable organization under Section 501(c)(3) of the Internal Revenue Code, the Trust is assured that they are used for exempt purposes. 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 THE 990 IS REVIEWED BY THE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST FORM 990, PAGE 7, PART VII, SECTION A M & T BANK, FIDUCIARY TRUSTEE, HOURS AS NEEDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 POSTING ADJUSTMENTS