2023-08-15T12:49:31-05:00 2022-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2021-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 104 CHURCH STREET 21 BURLINGTON VT 05401 BEN DOYLE PRESIDENT 8026586647 2023-08-15 1 BEN DOYLE XXX-XX-XXXX CONNIE FELLION P01875413 8026581808 2023-08-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BEN DOYLE 104 CHURCH STREET BURLINGTON VT 05401 4720349 0 X WWW.PTVERMONT.ORG X 1980 VT TO INITIATE AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RESOURCES. 15 15 8 15 0 0 2568113 2209091 7956 7536 205720 500463 0 0 2781789 2717090 1621880 1067955 0 0 499214 514812 0 0 114104 463544 419292 2584638 2002059 197151 715031 11110333 10529720 259520 149283 10850813 10380437 TO INITIATE, STIMULATE, AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RICH COLLECTION OF HISTORIC, ARCHITECTURAL, CULTURAL, AND COMMUNITY RESOURCES. 0 0 1153391 1067955 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS,THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 130 TOWNS,INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION ANDREHABILITATION PROJECTS THROUGHOUT VERMONT. 570876 7536 THE ORGANIZATION'S ACTIVITIES WHICH CONSTITUTE THE CORE PROGRAM OF THE ORGANIZATION INCLUDE A VARIETY OF EDUCATIONAL, TECHNICAL SUPPORT, AND OTHER DIRECT FINANCIAL ASSISTANCE PROGRAMS FOCUSING ON A WIDE RANGE OF PRESERVATION ISSUES IN THE STATE. 1724267 1 1 0 1 0 0 1 1 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 15 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SARAH BELL 8023359005 90 MAIN STREET SUITE 304 MONTPELIER VT 05602 LYSSA PAPAZIAN CHAIR 3.00 X X 0 0 0 MARK BEAMS VICE-CHAIR 3.00 X X 0 0 0 LIZ GAMACHE SECRETARY 3.00 X X 0 0 0 EMILY WADHAMS TREASURER 3.00 X X 0 0 0 TED BRADY DIRECTOR 3.00 X 0 0 0 CHRISTINE GRAHAM DIRECTOR 3.00 X 0 0 0 ELISABETH KULAS DIRECTOR 3.00 X 0 0 0 JAIME LEE DIRECTOR 3.00 X 0 0 0 NEAL LUNDERVILLE DIRECTOR 3.00 X 0 0 0 DAVID MARVIN DIRECTOR 3.00 X 0 0 0 CHARLIE SINCERBEAUX DIRECTOR 3.00 X 0 0 0 INA SMITH DIRECTOR 3.00 X 0 0 0 JEFF STEWART DIRECTOR 3.00 X 0 0 0 DAVID TAPLIN DIRECTOR 3.00 X 0 0 0 PAUL WYNCOOP DIRECTOR 3.00 X 0 0 0 BEN DOYLE EXECUTIVE DIRECTOR 40.00 5.00 X 132504 0 3975 132504 0 3975 1 0 0 0 0 54750 2154341 91464 2209091 CONFERENCE & RETREAT FEES 511190 7536 7536 7536 126797 126797 1440195 936730 1220299 782960 219896 153770 373666 373666 2717090 7536 0 500463 1067955 1067955 141941 99359 14194 28388 330953 257653 28140 45160 13642 10299 1221 2122 9011 6308 901 1802 19265 14545 1725 2995 9907 7205 987 1715 40730 40730 22500 22500 48638 48638 54915 41582 2508 10825 16471 8840 6173 1458 10574 7966 945 1663 38298 31208 4963 2127 9571 8263 436 872 39326 32416 6910 5227 5227 85738 83048 1076 1614 18058 16307 924 827 PRINTING & PUBLICATIONS 15329 1751 1042 12536 BANK CHARGES 2175 2175 DUES & SUBSCRIPTIONS 1835 1835 2002059 1724267 163688 114104 35145 21099 1109565 1178328 44262 160326 464691 186527 293684 278164 7014452 6318079 2391123 1538006 222102 1035718 11110333 10529720 257279 147050 2241 2233 259520 149283 X 5307070 4449150 5543743 5931287 10850813 10380437 11110333 10529720 X 715031 -1192597 7190 X 1 X 0 1 0 X 1758345 1556511 2402266 2568113 2209091 10494326 1758345 1556511 2402266 2568113 2209091 10494326 2143983 8350343 96972 117162 104092 98472 126798 543496 24210 28905 53115 454 2342 61 2857 11093794 144670 0.75270 0.74630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22500 22500 1979559 2002059 250103 62526 0 0 262758 238851 279232 250103 1030944 1546416 15000 15470 15305 22500 68275 65690 59713 69808 62526 257737 386606 0 0 0 X X 84 340.81 24 1 1 1044.00 43038 1 1438006 X X X 0 2840698 185000 3025698 2735448 105250 2840698 2602620 132828 2735448 2515620 87000 2602620 2302191 213429 2515620 0.00000 1.00000 0.00000 0 0 12000 12000 395548 131849 263699 17950 16373 34140 183 22820 20538 2282 278164 MUSEUM COLLECTIONS 1438006 C INVESTMENT IN RESERVATION - RELATED LLC 100000 C 1538006 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 72968 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 132020 RIGHT-OF-USE ASSET 830730 1035718 RETIREMENT PLAN LIABILITY 2233 2233 X PART II, LINE 5: ALL EASEMENTS ARE INSPECTED ANNUALLY FOR COMPLIANCE WITH EASEMENT AGREEMENTS INCLUDING, BUT NOT LIMITED TO, THE BASELINE DOCUMENTATION FILE AND THE PRIOR YEAR'S STEWARDSHIP REPORT. THE MONITORING AGENT COMPLETES AN "ANNUAL PROPERTY INSPECTION REPORT NOTING ANY VIOLATIONS AND OUTLINING STEPS FOR JUDICIAL OR ADMINISTRATIVE ENFORCEMENT (IF NECESSARY). PART II, LINE 9: THE ORGANIZATION RECEIVED FUNDS FROM THE STATE OF VERMONT FOR THE MONITORING AND PERMANENT PRESERVATION OF THE CONSERVATION EASEMENTS. THE FUNDS RECEIVED ARE REPORTED AS GRANT INCOME, HELD IN AN INVESTMENT ACCOUNT, AND REPORTED ACCORDINGLY ON THE ORGANIZATION'S BALANCE SHEET. PERIODIC MONITORING COSTS ARE EXPENSED IN THE FISCAL YEAR PAID. PART III, LINE 4: IN DECEMBER 2012, THE ORGANIZATION PURCHASED THE COLLECTIONS AND CERTAIN OTHER PERSONAL PROPERTY OF THE VERMONT MARBLE MUSEUM IN PROCTOR, VERMONT. THE PURCHASE WAS PART OF A LARGER PROJECT TO HELP PRESERVE THE MUSEUM AND RELATED REAL PROPERTY AND TO ENSURE THAT THE MUSEUM REMAINS OPEN TO THE PUBLIC. ADDITIONAL AMOUNTS OF CAPITALIZED COLLECTIONS HAVE BEEN RECEIVED VIA DONATION. PART V, LINE 4: EARNINGS ON THE FOLLOWING PERMANENT ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING PURPOSES: 1) $409,200 FUNDS THE PERIODIC MONITORING OF CONSERVATION EASEMENTS IN FURTHERANCE OF THE ORGANIZATION'S MISSION, 2) $1,252,903 UNDERWRITES THE EXECUTIVE DIRECTOR'S POSITION, 3) $863,750 SUPPORTS COMMUNITY EFFORTS TO PRESERVE AND STRENGTHEN VERMONT'S HISTORIC AND CULTURAL RESOURCES AND 4) $499,845 FUNDS DOWNTOWN PRESERVATION EFFORTS. PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1). CONTRIBUTIONS TO THE TRUST QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(A). PTV IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. THE TRUST BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED SEPTEMBER 30, 2019. 1 ALBANY ACADEMY BUILDING 140 ACADEMY ROAD ALBANY NY 12208 141338579 501(C)(3) 9000 0 PRESERVATION ALBANY COMMUNITY TRUST PO BOX 509 ALBANY VT 05820 824708126 501(C)(3) 14891 0 PRESERVATION BARN OPERA INC 1321 PEARL STREET BRANDON VT 05733 862778352 501(C)(3) 50000 0 PRESERVATION BETTER BENNINGTON COPORATION INC 215 SOUTH STREET BENNINGTON VT 05201 030280939 501(C)(3) 35000 0 PRESERVATION BRIDGEWATER AREA COMMUNITY FOUNDATION PO BOX 263 BRIDGEWATER VT 05034 831706093 501(C)(3) 75000 0 PRESERVATION BROAD BROOK COMMUNITY CENTER 3940 GUILFORD CENTER ROAD GUILFORD VT 05301 474342670 501(C)(3) 84715 0 PRESERVATION CANAAN SCHOOL DISTRICT 99 SCHOOL STREET CANAAN VT 05903 036000415 GOVERNMENT 35333 0 PRESERVATION CASTLETON FREE LIBRARY 638 MAIN STREET CASTLETON VT 05735 223881668 501(C)(3) 12725 0 PRESERVATION EDGAR MAY HEALTH & RECREATION CENTER 140 CLINTON STREET SPRINGFIELD VT 05156 030364018 501(C)(3) 13117 0 PRESERVATION FRIENDS OF ENOSBURG OPERA HOUSE PO BOX 1250 ENOSBURG FALLS VT 05450 030353647 501(C)(3) 34649 0 PRESERVATION FRIENDS OF VERNON CENTER PO BOX 241 VERNON VT 05354 815329814 501(C)(3) 50000 0 PRESERVATION FUND FOR NORTH BENNINGTON PO BOX 803 NORTH BENNINGTON VT 05257 030335309 501(C)(3) 15000 0 PRESERVATION GRASS ROOTS ARTS AND COMMUNITY EFFORT PO BOX 906 HARDWICK VT 05843 223133388 501(C)(3) 9725 0 PRESERVATION LONDONDERRY TOWN HALL 100 OLD SCHOOL RD LONDONDERRY VT 05155 036000539 GOVERNMENT 10000 0 PRESERVATION LYNDON SHORES MUSEUM PO BOX 167 LYNDONVILLE VT 05851 036000548 GOVERNMENT 26563 0 PRESERVATION MACLURE LIBRARY ASSOCIATION PO BOX 60 PITTSFORD VT 05763 030267846 501(C)(3) 10000 0 PRESERVATION MONTGOMERY CENTER FOR THE ARTS PO BOX 137 MONTGOMERY CENTER VT 05471 821869668 501(C)(3) 9105 0 PRESERVATION ORLEANS COUNTY HISTORICAL SOCIETY 109 OLD STONE HOUSE ROAD BROWNINGTON VT 05860 036010727 501(C)(3) 9750 0 PRESERVATION PEACHAM CONGREGATIONAL CHURCH 56 CHURCH STREET PEACHAM VT 05862 036009605 501(C)(3) 14724 0 PRESERVATION POULTNEY UNITED BAPTIST CHURCH PO BOX 601 EAST POULTNEY VT 05741 030306898 501(C)(3) 16450 0 PRESERVATION PRESERVATION REALTY HOLDINGS 104 CHURCH ST BURLINGTON VT 05401 030356606 501(C)(2) 173600 0 PRESERVATION READSBORO HOMETOWN REDEVELOPMENT INC PO BOX 261 READSBORO VT 05350 830483990 501(C)(3) 23664 0 PRESERVATION RURALEDGE PO BOX 259 LYNDONVILLE VT 05851 030301520 501(C)(3) 6000 0 PRESERVATION SHREWSBURY CO-OP AT PIERCE'S STORE 2658 NORTHAM RD SHREWSBURY VT 05738 264026343 501(C)(3) 18580 0 PRESERVATION SPACE ON MAIN PO BOX 512 174 MAIN STREET BRADFORD VT 05033 815147221 501(C)(3) 15146 0 PRESERVATION ST JOHNSBURY ACADEMY 1000 MAIN STREET STJOHNSBURY VT 05819 030181215 501(C)(3) 112500 0 PRESERVATION TOWN OF ATHENS 25 BROOKLINE ROAD ATHENS VT 05143 030267647 GOVERNMENT 33294 0 PRESERVATION TOWN OF RICHFORD PO BOX 236 RICHFORD VT 05476 036000644 GOVERNMENT 10000 0 PRESERVATION RUPERT VILLAGE TRUST PO BOX 45 RUPERT VT 05768 031422982 501(C)(3) 20000 0 PRESERVATION 24 5 PART I, LINE 2: GRANTEES PROVIDE WRITTEN DOCUMENTATION ON THE USE OF THE FUNDS TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT AND RESTRICTIONS. FIELD SERVICE REPRESENTATIVES INSPECT AND MONITOR PROJECTS TO CONFIRM COMPLIANCE. X 8 91464 AVERAGE SHARE PRICE 0 0 0 PART I, COLUMN (B): BASED ON NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSE ANY REAL OR POTENTIAL CONFLICTS ANNUALLY. ANY DISCLOSURE IS INVESTIGATED BY AN INDEPENDENT BOARD / COMMITTEE MEMBER AND STEPS ARE TAKEN TO RESOLVE OR AVOID ANY ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS (IN EXECUTIVE SESSION). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE CURRENT AND TWO PRECEDING YEARS OF ITS ANNUAL TAX RETURNS AVAILABLE FOR PUBLIC INSPECTION ON ITS OWN WEBSITE. THE ORGANIZATION ALSO MAKES ALL ORGANIZATIONAL AND GOVERNING DOCUMENTS (INCLUDING FORM 1023), AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 7,190. PRESERVATION REALTY HOLDINGS INC 104 CHURCH STREET BURLINGTON VT 05401 030356606 PRESERVATION OF HISTORIC PROPERTIES VT 501(C)(2) PRESERVATION TRUST OF VERMONT 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRESERVATION REALTY HOLDINGS B 174817 CASH