CONNECTICUT TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT TRUST FOR HISTORIC PRESERVATION (EIN 06-0979808)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-02
- IRS object ID
- 202410939349301306
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-02T10:59:38-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061352068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEY ROY AND GERROL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 COLD SPRING ROAD SUITE 111 | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060673161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060979808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 2035626312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MONTANARO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2035626312 | PhoneNum |
| Signature | 2024-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | MONTANARO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS D ROY | PreparerPersonNm |
| PTIN | P00292134 | PTIN |
| Phone | 8607215786 | PhoneNum |
| Preparation | 2024-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION CONNECTICUT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE MONTANARO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,376,705 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CTTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $6,142 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,168,556 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,192,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,268,895 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,810,599 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,101 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,845 | PYOtherRevenueAmt |
| CY Other Revenue | $6,142 | CYOtherRevenueAmt |
| PY Total Revenue | $12,511,714 | PYTotalRevenueAmt |
| CY Total Revenue | $5,077,022 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $163,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $221,150 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $585,132 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $651,282 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,034 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,567,366 | PYOtherExpensesAmt |
| CY Other Expenses | $4,299,763 | CYOtherExpensesAmt |
| PY Total Expenses | $12,315,548 | PYTotalExpensesAmt |
| CY Total Expenses | $5,172,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $196,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$95,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,880,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,627,534 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $479,362 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,400,995 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,411,882 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,980,119 | ExpenseAmt |
| Grant | $221,150 | GrantAmt |
| Revenue | $3,816,741 | RevenueAmt |
| Desc | PRESERVATION SERVICES PROGRAM PROVIDES INFORMATION, REFERRAL AND FIELD SERVICES TO PRESERVATION GROUPS, MUNICIPALITIES, CORPS AND INDIVIDUALS. THE PROGRAM WAS DEVELOPED TO PROVIDE ASSISTANCE TO THE COMMUNITY REGARDING PRESERVATION. THE PROGRAM IS ALSO STRUCTURED TO INCREASE PUBLIC AWARENESS OF HISTORIC PRESERVATION, SENSITIZE CITIZENS TO PRESERVATION CONCERNS AND TO DISSEMINATE INFORMATION TO SPECIALIZED AND GENERAL AUDIENCES. | Desc |
| Total Program Service Expenses | $4,980,119 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MONTANARO | PersonNm |
| Phone | 2035626312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| JANE MONTANARO | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $101,500 | $0 | $3,090 | |
| MARY JEAN AGOSTINI | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEB COHEN | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| EDWARD GERBER | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ELLEN GOULD | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HENRY GRIGGS | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN HARRINGTON | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| GARRETT HEHER | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JEFFREY KAUFMAN | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| GARRY LEONARD | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REGAN MINER | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| TOM NISSLEY | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CATHERINE OSTEN | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| EDITH PESTANA | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES QUINN | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| PIETER ROOS | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CRISTINA ROSS | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLINE SLOAT | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELAINE STILES | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT TIERNEY | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN WHARTON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN T SMITH | ||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $101,500 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,090 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $47,720 | MembershipDuesAmt |
| Fundraising | $8,135 | FundraisingAmt |
| Government Grants | $762,050 | GovernmentGrantsAmt |
| All Other Contributions | $374,275 | AllOtherContributionsAmt |
| Total Contributions | $1,192,180 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CT HISTORIC CREDIT | $3,701,560 | $3,701,560 |
| PROGRAM SERVICE FEES | $101,539 | $101,539 |
| PROGRAM LOAN INTEREST | $7,500 | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,810,599 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,408 | TotalRevenueColumnAmt |
| Exclusion | $47,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $309,021 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $288,328 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,693 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,693 | TotalRevenueColumnAmt |
| Exclusion | $20,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,355 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $8,135 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,355 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEWSLETTER | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $6,142 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,142 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,142 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,077,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,810,599 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,142 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,101 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,000 | TotalAmt |
| Program Services | $147,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,150 | TotalAmt |
| Program Services | $74,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,090 | TotalAmt |
| Program Services | $86,993 | ProgramServicesAmt |
| Management And General | $6,684 | ManagementAndGeneralAmt |
| Fundraising | $12,413 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,570 | TotalAmt |
| Program Services | $382,587 | ProgramServicesAmt |
| Management And General | $29,394 | ManagementAndGeneralAmt |
| Fundraising | $54,589 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,457 | TotalAmt |
| Program Services | $7,756 | ProgramServicesAmt |
| Management And General | $595 | ManagementAndGeneralAmt |
| Fundraising | $1,106 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,105 | TotalAmt |
| Program Services | $14,846 | ProgramServicesAmt |
| Management And General | $1,141 | ManagementAndGeneralAmt |
| Fundraising | $2,118 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,060 | TotalAmt |
| Program Services | $41,870 | ProgramServicesAmt |
| Management And General | $3,216 | ManagementAndGeneralAmt |
| Fundraising | $5,974 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456 | TotalAmt |
| Program Services | $1,456 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,851 | TotalAmt |
| Management And General | $36,851 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,520 | TotalAmt |
| Program Services | $21,520 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,418 | TotalAmt |
| Management And General | $15,418 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,413 | TotalAmt |
| Program Services | $60,891 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
| Fundraising | $540 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,754 | TotalAmt |
| Program Services | $22,047 | ProgramServicesAmt |
| Management And General | $10,707 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,726 | TotalAmt |
| Program Services | $20,289 | ProgramServicesAmt |
| Management And General | $1,437 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,650 | TotalAmt |
| Program Services | $2,993 | ProgramServicesAmt |
| Management And General | $230 | ManagementAndGeneralAmt |
| Fundraising | $427 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,605 | TotalAmt |
| Program Services | $16,443 | ProgramServicesAmt |
| Management And General | $162 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309 | TotalAmt |
| Program Services | $1,240 | ProgramServicesAmt |
| Management And General | $69 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,485 | TotalAmt |
| Program Services | $15,977 | ProgramServicesAmt |
| Management And General | $1,228 | ManagementAndGeneralAmt |
| Fundraising | $2,280 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,189 | TotalAmt |
| Program Services | $13,275 | ProgramServicesAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
| Fundraising | $1,894 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOAN ALLOWANCE CT CREDIT | $3,701,560 | $3,701,560 | ||
| LEGAL SETTLEMENT | $300,000 | $300,000 | ||
| READERSHIP COSTS | $42,365 | $42,365 | ||
| PROPERTY MAINTENANCE | $5,927 | $4,861 | $373 | $693 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535 | TotalAmt |
| Management And General | $535 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,172,195 | TotalAmt |
| Program Services | $4,980,119 | ProgramServicesAmt |
| Management And General | $110,042 | ManagementAndGeneralAmt |
| Fundraising | $82,034 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,642 | BOYAmt |
| EOY | $244,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,369 | BOYAmt |
| EOY | $478,049 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,300 | BOYAmt |
| EOY | $144,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250 | BOYAmt |
| EOY | $2,250 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,651 | BOYAmt |
| EOY | $279,807 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,279 | BOYAmt |
| EOY | $4,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $546,353 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $369,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,016 | BOYAmt |
| EOY | $176,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,850 | BOYAmt |
| EOY | $1,297,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,357 | BOYAmt |
| EOY | $2,627,534 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,032 | BOYAmt |
| EOY | $25,308 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,400 | BOYAmt |
| EOY | $27,300 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,397 | BOYAmt |
| EOY | $76,397 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,533 | BOYAmt |
| EOY | $86,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,362 | BOYAmt |
| EOY | $215,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,080 | BOYAmt |
| EOY | $2,157,967 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,915 | BOYAmt |
| EOY | $253,915 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,995 | BOYAmt |
| EOY | $2,411,882 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,880,357 | BOYAmt |
| EOY | $2,627,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$95,173 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $106,060 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $969,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $982,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,168,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,192,180 | CurrentTaxYearAmt |
| Total | $5,284,706 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $969,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $982,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,168,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,192,180 | CurrentTaxYearAmt |
| Total | $5,284,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $569,910 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,714,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,408 | CurrentTaxYearAmt |
| Total | $116,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,401,090 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,113,760 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $21,520 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $21,520 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR LEGAL ADVISORS OF THE TRUST TESTIFIED ON SEVERAL OCCASIONS REGARDING SPECIFIC BILLS AND ACTIVITIES RELATED TO PRESERVATION ISSUES AT THE STATE LEVEL. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 41 | TotalEasementsCnt |
| Total Acreage | 132.14 | TotalAcreageCnt |
| Historic Structure Easements | 41 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 22 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 141.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $7,050 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,120,675 | BeginningYearBalanceAmt |
| Contributions | $77,920 | ContributionsAmt |
| Investment Earnings Or Losses | $139,812 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,338,407 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,264,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$143,009 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $371 | OtherExpendituresAmt |
| End Year Balance | $1,120,675 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $640,230 | BeginningYearBalanceAmt |
| Contributions | $431,197 | ContributionsAmt |
| Investment Earnings Or Losses | $192,628 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,264,055 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $376,031 | BeginningYearBalanceAmt |
| Contributions | $263,063 | ContributionsAmt |
| Investment Earnings Or Losses | $1,136 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $640,230 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $371,785 | ContributionsAmt |
| Investment Earnings Or Losses | $4,246 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $376,031 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00520 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,902 | DepreciationAmt |
| Book Value | $147,229 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,078 | DepreciationAmt |
| Book Value | $24,744 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,400 | OtherCostOrOtherBasisAmt |
| Book Value | $4,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $176,373 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $76,547 |
| FUNDS HELD ON BEHALF OF ANOTHER ORG | $10,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,647 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,466,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $106,060 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $106,060 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,360,044 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,418 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,701,560 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,716,978 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,077,022 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,455,217 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,455,217 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,418 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,701,560 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,716,978 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,172,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 1, PART II, LINE 9 | OVER THE LAST SEVERAL YEARS, THE TRUST HAS RECEIVED CONTRIBUTIONS OF EASEMENTS ON HISTORICALLY SIGNIFICANT HOUSES OR BUILDINGS. THESE EASEMENTS ARE RECORDED AT THEIR APPRAISED VALUES WHEN RECEIVED, IF THE VALUE IS DETERMINABLE. THE EASEMENTS OWNED BY THE TRUST ARE NOT TRANSFERABLE; THEREFORE, THE VALUE OF THE EASEMENT IS WRITTEN OFF DURING THE YEAR OF RECEIPT. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT'S INVESTMENT OBJECTIVE IS TO PRESERVE AND ENHANCE THE ENDOWMENT'S TOTAL VALUE SO THAT DISTRIBUTIONS FROM THE ENDOWMENT CAN PROVIDE A RELIABLE AND GROWING REVENUE STREAM TO SUPPORT THE TRUST'S OPERATIONS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CT HISTORIC CREDIT 3,701,560 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | LOAN ALLOWANCE CT CREDIT 3,701,560 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $19,490 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,135 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,355 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $11,355 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,490 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $8,135 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,355 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,355 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,355 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| BARKHAMSTED CONGREGATIONAL CHURCH | ||||||
| 6 OLD TOWN HALL RD | BARKHAMSTED | CT | 06063 | 069738136 | $7,500 | HISTORIC PRESERVATIO |
| PITTS CHAPEL | ||||||
| 64 BREWSTER ST | NEW HAVEN | CT | 06511 | 222549844 | $12,500 | HISTORIC PRESERVATIO |
| PARISH OF TRINITY CHURCH | ||||||
| 120 SIGOURNEY STREET | HARTFORD | CT | 06105 | 060646776 | $7,500 | HISTORIC PRESERVATIO |
| BRANFORD LAND TRUST | ||||||
| 26 SCHOOL STREET | BRANFORD | CT | 06405 | 066107860 | $10,000 | HISTORIC PRESERVATIO |
| BALL & SOCKET ARTS INC | ||||||
| 493 W MAIN STREET | CHESHIRE | CT | 06410 | 454079423 | $10,000 | HISTORIC PRESERVATIO |
| WINDHAM FREE LIBRARY ASSOCIATION | ||||||
| 7 WINDHAM GREEN RD | WINDHAM | CT | 06280 | 066039708 | $10,000 | HISTORIC PRESERVATIO |
| OLD SAYBROOK HISTORICAL SOCIETY | ||||||
| 350 MAIN STREET | OLD SAYBROOK | CT | 06475 | 061013438 | $10,000 | HISTORIC PRESERVATIO |
| NEW MILFORD HISTORICAL SOCIETY & MU | ||||||
| 6 ASPETUCK AVE | NEW MILFORD | CT | 06776 | 060670251 | $7,000 | HISTORIC PRESERVATIO |
| GAYLORD HOSPITAL | ||||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | 060646649 | $6,000 | HISTORIC PRESERVATIO |
| MYSTIC SEAPORT MUSEUM | ||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | 060653120 | $10,000 | HISTORIC PRESERVATIO |
| MADISON HISTORICAL SOCIETY | ||||||
| 14 MEETINGHOUSE LANE | MADISON | CT | 06443 | 066038865 | $10,000 | HISTORIC PRESERVATIO |
| WINDHAM PRESERVATION INC | ||||||
| 9 WEIR CT | WINDHAM | CT | 06280 | 832603945 | $10,000 | HISTORIC PRESERVATIO |
| THOMPSON HISTORICAL SOCIETY | ||||||
| 393 THOMPSON RD | THOMPSON | CT | 06277 | 237346324 | $10,000 | HISTORIC PRESERVATIO |
| NORWICH ARTS CENTER | ||||||
| 62 BROADWAY | NORWICH | CT | 06360 | 061205398 | $7,500 | HISTORIC PRESERVATIO |
| NEWTOWN HISTORICAL SOCIETY | ||||||
| 44 MAIN STREET | NEWTOWN | CT | 06470 | 066055680 | $10,000 | HISTORIC PRESERVATIO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 15 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HISTORIC PRESERVATION | GrantTypeTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $74,150 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION WITHHOLDS PARTIAL PAYMENT, USUALLY OF 50% OF THE TOTAL GRANT, UNTIL A FINAL GRANT REPORT IS RECEIVED FROM THE RECIPIENT AND IS APPROVED BY THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CPA PREPARING THE 990 PRESENTS THE 990 TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | INTERESTED PERSONS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THE BOARD. THE MINUTES OF THE MEETINGS OF THE BOARD SHALL REFLECT THAT CONFLICTS WERE DISCLOSED, AS WELL AS THE BOARD'S DECISION REGARDING THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS SUSPECTED BUT NOT DISCLOSED, THE BOARD WILL APPROACH THE INTERESTED PERSON AND INVESTIGATE THE ALLEGED CONFLICT OF INTEREST. INTERESTED PERSONS WHO FAIL TO DISCLOSE CONFLICTS OF INTEREST MAY BE REMOVED FROM THE BOARD OR TERMINATED FROM EMPLOYMENT. INTERESTED PERSONS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY STATING THAT THEY HAVE READ THE POLICY AND AGREE TO COMPLY WITH THE POLICY. THE BOARD OF TRUSTEES REVIEWS THE POLICY ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF TRUSTEES AND IS BASED UPON PERFORMANCE EVALUATION AND AVAILABILITY OF FUNDS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR ALL STAFF, EXCLUSIVE OF THE EXECUTIVE DIRECTOR, IS DETERMINED BY THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. INCREASES IN SALARY ARE AWARDED BASED ON PERFORMANCE EVALUATIONS AND THE AVAILABILITY OF FUNDS TO THE TRUST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE TRUST'S BYLAWS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE FROM THE TRUST UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CT HISTORIC CREDIT -3,701,560 LOAN ALLOWANCE CT CREDIT 3,701,560 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HISTORIC | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $3,701,560 | TotalIncomeAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTTRUSTHP | BusinessNameLine1Txt |