2023-01-09T10:58:47-05:00 2022-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2021-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DIRECTOR 2035626312 2022-12-27 true JANE MONTANARO XXX-XX-XXXX THOMAS D ROY P00292134 8607215786 2022-12-29 2021 2023-03-07 01:45:13Z PRESERVATION CONNECTICUT JANE MONTANARO 940 WHITNEY AVENUE HAMDEN CT 06517 12788201 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 24 24 8 24 6845 1346474 1168556 13090467 11268895 20203 67418 8212 6845 14465356 12511714 144325 163050 0 555853 585132 0 87905 13247756 11567366 13947934 12315548 517422 196166 2800338 2880357 401318 479362 2399020 2400995 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 12105028 163050 11275740 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. 12105028 true true false true false false true false false true true false false false true false false true false false false false false false true false false true true false false false false false false false false false false false false false true false false false false true 10 0 true 8 true true true false false false false false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true true false CT X X JANE MONTANARO 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DI 40.00 X 100000 0 2880 MARY JEAN AGOSTINI VICE CHAIR 2.00 X X 0 0 0 SARA BRONIN BOARD MEMBER 2.00 X 0 0 0 DEB COHEN BOARD MEMBER 2.00 X 0 0 0 EDWARD GERBER BOARD MEMBER 2.00 X 0 0 0 ELLEN GOULD BOARD MEMBER 2.00 X 0 0 0 HENRY GRIGGS BOARD MEMBER 2.00 X 0 0 0 JOHN HARRINGTON BOARD MEMBER 2.00 X 0 0 0 GARRETT HEHER BOARD MEMBER 2.00 X 0 0 0 JEFFREY KAUFMAN BOARD MEMBER 2.00 X 0 0 0 GARRY LEONARD TREASURER 2.00 X X 0 0 0 REGAN MINER BOARD MEMBER 2.00 X 0 0 0 TOM NISSLEY BOARD MEMBER 2.00 X 0 0 0 CATHERINE OSTEN BOARD MEMBER 2.00 X 0 0 0 EDITH PESTANA BOARD MEMBER 2.00 X 0 0 0 JAMES QUINN BOARD MEMBER 2.00 X 0 0 0 PIETER ROOS BOARD MEMBER 2.00 X 0 0 0 CRISTINA ROSS BOARD MEMBER 2.00 X 0 0 0 CAROLINE SLOAT CHAIR 2.00 X X 0 0 0 ELAINE STILES BOARD MEMBER 2.00 X 0 0 0 PETER STOCKMAN BOARD MEMBER 2.00 X 0 0 0 ROBERT TIERNEY BOARD MEMBER 2.00 X 0 0 0 GREG WATERMAN BOARD MEMBER 2.00 X 0 0 0 JONATHAN WHARTON SECRETARY 2.00 X X 0 0 0 RICHARD WIES BOARD MEMBER 2.00 X 0 0 0 100000 2880 false false false 49628 10759 883250 224919 1168556 CT HISTORIC CREDIT 11129689 11129689 PROGRAM SERVICE FEES 131706 131706 PROGRAM LOAN INTEREST 7500 7500 11268895 26946 26946 310319 269847 40472 40472 40472 6640 10759 6640 NEWSLETTER 541800 6845 6845 6845 12511714 11268895 6845 67418 131100 131100 31950 31950 102880 80723 7693 14464 403875 316892 30201 56782 9313 7300 699 1314 27167 21298 2038 3831 41897 32846 3143 5908 35450 35450 19000 19000 16236 16236 195020 194058 334 628 31922 16480 15442 23709 22573 1136 3706 2905 278 523 12082 12082 395 395 18030 14136 1352 2542 13569 10638 1018 1913 LOAN ALLOWANCE CT CREDIT 11129689 11129689 READERSHIP COSTS 36085 36085 PROPERTY MAINTENANCE 31966 24878 7088 PROFESSIONAL DEVELOPMENT 507 507 12315548 12105028 122615 87905 53567 375642 788779 621369 232000 316300 9125 2250 279430 279651 4722 4279 550470 364454 195620 186016 1237095 1094850 2800338 2880357 55663 49032 216625 193400 76397 76397 52633 160533 401318 479362 X 2145105 2147080 253915 253915 2399020 2400995 2800338 2880357 X 196166 -194191 X false true X true false X 1507383 972295 969188 982487 1168556 5599909 1507383 972295 969188 982487 1168556 5599909 786574 4813335 5028 5542 16182 20306 26946 74004 5673913 26442309 0.84830 0.84460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 19000 false false 19000 false SCHEDULE C, PART II-B, LINE 1 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. X X 40 132.98 40 21 1 false 141.00 7050 false 1264055 -143009 371 1120675 640230 431197 192628 1264055 376031 263063 1136 640230 371785 4246 376031 0.99380 0.00620 false false 500911 338442 162469 49559 26012 23547 186016 REFUNDABLE ADVANCES 150433 FUNDS HELD ON BEHALF OF ANOTHER ORG 10100 160533 1171598 -194191 -194191 1365789 16236 11129689 11145925 12511714 1169623 1169623 16236 11129689 11145925 12315548 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 11,129,689 SCHEDULE D, PAGE 4, PART XII, LINE 4B LOAN ALLOWANCE CT CREDIT 11,129,689 AWARD CEREMONY 17399 10759 6640 4895 1745 17399 10759 6640 4895 1745 6640 true SHELTON HISTORICAL SOCIETY PO BOX 2155 SHELTON CT 06484 061442022 8000 HISTORIC PRESERVATIO DERBY HISTORICAL SOCIETY 37 ELM STREET ANSONIA CT 06401 066041121 9000 HISTORIC PRESERVATIO MIDDLESEX COUNTY HISTORICAL SOCIETY 151 MAIN STREET MIDDLETOWN CT 06457 066047092 9000 HISTORIC PRESERVATIO CALKINS FAMILY ASSOCIATION INC 6 JOHN AVE QUAKER HILL CT 06375 262807518 10000 HISTORIC PRESERVATIO THE GOVERNOR SAMUEL HUNTINGTON TRUS P O BOX 231 36 HUNTINGTON RD SCOTLAND CT 06264 061407133 9000 HISTORIC PRESERVATIO WETHERSFIELD HISTORICAL SOCIETY 150 MAIN STREET WETHERSIFIELD CT 06109 066038062 9000 HISTORIC PRESERVATIO HARRIET BEECHER STOWE CENTER 77 FOREST ST HARTFORD CT 06105 066042822 9000 HISTORIC PRESERVATIO THE SOUTHINGTON-CHESHIRE COMMUNITY 29 HIGH STREET SOUTHINGTON CT 06489 060646905 9000 HISTORIC PRESERVATIO THE HICKS-STEARNS FAMILY MUSEUM PO BOX 278 TOLLAND CT 06084 814443850 9000 HISTORIC PRESERVATIO MANCHESTER HISTORICAL SOCIETY LLC 175 PINE ST MANCHESTER CT 06040 237002464 6000 HISTORIC PRESERVATIO ELLSWORTH MEMORIAL ASSOCIATION PO BOX 791 WINDSOR CT 06095 066038886 7000 HISTORIC PRESERVATIO FIRST ECCLESIASTICAL SOCIETY OF EAS 499 TOWN STREET EAST HADDAM CT 06423 066044113 7500 HISTORIC PRESERVATIO CHRIST CHURCH ROXBURY 4 WELLERS BRIDGE ROAD ROXBURY CT 06783 060775732 7500 HISTORIC PRESERVATIO ST PETER'S EPISCOPAL CHURCH HEBRON 30 CHURCH STREET HEBRON CT 06248 060878092 7500 HISTORIC PRESERVATIO 14 HISTORIC PRESERVATION 6 31950 SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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 -11,129,689 LOAN ALLOWANCE CT CREDIT 11,129,689 HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT 11129689 CTTRUSTHP