PRESERVATION TRUST OF VERMONT INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PRESERVATION TRUST OF VERMONT INC (EIN 03-0281195)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-04-25
IRS object ID
202201159349300840
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-25T12:21:16-07:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tapia & Huckabay PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 38AddressLine1Txt
CityVergennesCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05491ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030281195EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Preservation Trust of Vermont IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRESBusinessNameControlTxt
Phone8026586647PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 Church StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBen DoylePersonNm
Person TitlePresidentPersonTitleTxt
Phone8026586647PhoneNum
Signature2022-04-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBenPersonFirstNm
Person LastDoylePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam S Huckabay CPAPreparerPersonNm
PTINP00154308PTIN
Phone8028707086PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBen DoylePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 Church StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,806,843GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ptvermont.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionTo initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,402,266PYContributionsGrantsAmt
CY Contributions Grants$2,568,113CYContributionsGrantsAmt
PY Program Service Revenue$37,846PYProgramServiceRevenueAmt
CY Program Service Revenue$7,956CYProgramServiceRevenueAmt
PY Investment Income$195,804PYInvestmentIncomeAmt
CY Investment Income$205,720CYInvestmentIncomeAmt
PY Other Revenue$61PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,635,977PYTotalRevenueAmt
CY Total Revenue$2,781,789CYTotalRevenueAmt
PY Grants And Similar Paid$822,643PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,621,880CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$419,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$499,214CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$108,444CYTotalFundraisingExpenseAmt
PY Other Expenses$535,023PYOtherExpensesAmt
CY Other Expenses$463,544CYOtherExpensesAmt
PY Total Expenses$1,777,029PYTotalExpensesAmt
CY Total Expenses$2,584,638CYTotalExpensesAmt
PY Revenues Less Expenses$858,948PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$197,151CYRevenuesLessExpensesAmt
Total Assets BOY$10,294,360TotalAssetsBOYAmt
Total Assets EOY$11,110,333TotalAssetsEOYAmt
Total Liabilities BOY$282,477TotalLiabilitiesBOYAmt
Total Liabilities EOY$259,520TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,011,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,850,813NetAssetsOrFundBalancesEOYAmt
MissionTo initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,751,630ExpenseAmt
Grant$1,621,880GrantAmt
Revenue$0RevenueAmt
Desc"Preservation Grants" - In partnership with several major foundations, the Organization distributed direct support to over 130 towns, individuals and organizations in support of restoration and rehabilitation projects throughout Vermont.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$549,966ExpenseAmt
Grant$0GrantAmt
Revenue$7,956RevenueAmt
DescThe 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,301,596TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Meredith DavisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8026586647PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 Church StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Lyssa Papazian
Chair3.00Yes (X)Yes (X)$0$0$0
Mark Beams
Vice Chair3.00Yes (X)Yes (X)$0$0$0
Emily Wadhams
Treasurer3.00Yes (X)Yes (X)$0$0$0
Charlie Sincerbeaux
Secretary3.00Yes (X)Yes (X)$0$0$0
Fred Bay
Director3.00Yes (X)$0$0$0
Peter Brink
Director3.00Yes (X)$0$0$0
Ann Cousins
Director3.00Yes (X)$0$0$0
Liz Gamache
Director (Dec 20-Sep 21) / Interim E.D. (Jan 20-Nov 20)40.00Yes (X)Yes (X)$95,013$0$1,500
Elisabeth Kulas
Director3.00Yes (X)$0$0$0
Neale Lunderville
Director3.00Yes (X)$0$0$0
David Marvin
Director3.00Yes (X)$0$0$0
Beth Rusnock
Director3.00Yes (X)$0$0$0
Ina Smith
Director3.00Yes (X)$0$0$0
Jeff Stewart
Director3.00Yes (X)$0$0$0
David Taplin
Director3.00Yes (X)$0$0$0
Paul Wyncoop
Director3.00Yes (X)$0$0$0
Ben Doyle
Executive Director (Nov 20 - Sep 21)40.00Yes (X)$32,122$0$964
Linda Markin
Finance Officer9.00Yes (X)$37,950$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,085TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,464TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$705,590GovernmentGrantsAmt
All Other Contributions$1,862,523AllOtherContributionsAmt
Noncash Contributions$309,656NoncashContributionsAmt
Total Contributions$2,568,113TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Conference & Retreat Fees611699$928$0$0
Preservation Publication Income511190$7,028$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$7,956TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,472TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$98,472ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,132,302SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,025,054SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$107,248SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,248TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$107,248ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,781,789TotalRevenueColumnAmt
Related Or Exempt Func Income$7,956RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$205,720ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,621,880TotalAmt
Program Services$1,621,880ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$176,954TotalAmt
Program Services$117,232ProgramServicesAmt
Management And General$30,966ManagementAndGeneralAmt
Fundraising$28,756FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$269,904TotalAmt
Program Services$214,340ProgramServicesAmt
Management And General$25,643ManagementAndGeneralAmt
Fundraising$29,921FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,931TotalAmt
Program Services$9,084ProgramServicesAmt
Management And General$1,154ManagementAndGeneralAmt
Fundraising$1,693FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,287TotalAmt
Program Services$5,801ProgramServicesAmt
Management And General$829ManagementAndGeneralAmt
Fundraising$1,657FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,138TotalAmt
Program Services$24,471ProgramServicesAmt
Management And General$3,109ManagementAndGeneralAmt
Fundraising$4,558FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,698TotalAmt
Program Services$7,715ProgramServicesAmt
Management And General$1,983ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,740TotalAmt
Program Services$0ProgramServicesAmt
Management And General$13,740ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$15,305TotalAmt
Program Services$15,305ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,978TotalAmt
Program Services$0ProgramServicesAmt
Management And General$43,978ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$86,660TotalAmt
Program Services$46,618ProgramServicesAmt
Management And General$30,684ManagementAndGeneralAmt
Fundraising$9,358FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,860TotalAmt
Program Services$7,443ProgramServicesAmt
Management And General$2,653ManagementAndGeneralAmt
Fundraising$764FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,205TotalAmt
Program Services$12,615ProgramServicesAmt
Management And General$1,603ManagementAndGeneralAmt
Fundraising$2,987FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$47,123TotalAmt
Program Services$40,277ProgramServicesAmt
Management And General$4,792ManagementAndGeneralAmt
Fundraising$2,054FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,103TotalAmt
Program Services$9,413ProgramServicesAmt
Management And General$563ManagementAndGeneralAmt
Fundraising$1,127FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,705TotalAmt
Program Services$5,041ProgramServicesAmt
Management And General$6,664ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,373TotalAmt
Program Services$5,373ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$31,745TotalAmt
Program Services$31,745ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$89,002TotalAmt
Program Services$85,875ProgramServicesAmt
Management And General$1,251ManagementAndGeneralAmt
Fundraising$1,876FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$35,882TotalAmt
Program Services$34,246ProgramServicesAmt
Management And General$916ManagementAndGeneralAmt
Fundraising$720FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Printing & publications$26,245$2,500$1,250$22,495
Dues & subscriptions$4,232$4,232$0$0
Bank charges$2,771$0$2,771$0
Miscellaneous expenses$917$390$49$478

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,584,638TotalAmt
Program Services$2,301,596ProgramServicesAmt
Management And General$174,598ManagementAndGeneralAmt
Fundraising$108,444FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,973BOYAmt
EOY$35,145EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,786,470BOYAmt
EOY$1,109,565EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$39,566BOYAmt
EOY$44,262EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$464,691LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$171,007LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$310,081BOYAmt
EOY$293,684EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,497,551BOYAmt
EOY$7,014,452EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,445,440BOYAmt
EOY$2,391,123EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$204,279BOYAmt
EOY$222,102EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,294,360BOYAmt
EOY$11,110,333EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$281,362BOYAmt
EOY$257,279EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,115BOYAmt
EOY$2,241EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$282,477BOYAmt
EOY$259,520EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,869,281BOYAmt
EOY$5,307,070EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,142,602BOYAmt
EOY$5,543,743EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,011,883BOYAmt
EOY$10,850,813EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,294,360BOYAmt
EOY$11,110,333EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$197,151ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$619,900NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$21,879OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,171,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,758,345CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,556,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,402,266CurrentTaxYearMinus1YearAmt
Current Tax Year$2,568,113CurrentTaxYearAmt
Total$10,457,134TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,171,899CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,758,345CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,556,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,402,266CurrentTaxYearMinus1YearAmt
Current Tax Year$2,568,113CurrentTaxYearAmt
Total$10,457,134TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,237,817SubstantialContributorsTotAmt
Public Support Total170$8,219,317PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$96,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$117,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,092CurrentTaxYearMinus1YearAmt
Current Tax Year$98,472CurrentTaxYearAmt
Total$498,267TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,905CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$53,115TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$454CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$4,445TotalAmt
FieldValueIRS element (for citing)
Total Support$11,012,961TotalSupportAmt
Gross Receipts Rltd Activities$455,172GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74630PublicSupportCY170Pct
Public Support PY1700.72950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: Miscellaneous Income 2016: 1588. 2017: 454. 2018: 2342. 2019: 61. 2020: 0.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$15,305FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$15,305FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,569,333FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,584,638FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$279,232FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$69,808FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$235,078CurrentYearMinus3Amt
Current Year Minus2$262,758CurrentYearMinus2Amt
Current Year Minus1$238,851CurrentYearMinus1Amt
Current Year$279,232CurrentYearAmt
Total$1,015,919TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,523,879LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$15,000CurrentYearMinus3Amt
Current Year Minus2$15,000CurrentYearMinus2Amt
Current Year Minus1$15,470CurrentYearMinus1Amt
Current Year$15,305CurrentYearAmt
Total$60,775TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$58,770CurrentYearMinus3Amt
Current Year Minus2$65,690CurrentYearMinus2Amt
Current Year Minus1$59,713CurrentYearMinus1Amt
Current Year$69,808CurrentYearAmt
Total$253,981TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$380,972GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements80TotalEasementsCnt
Total Acreage337.60TotalAcreageCnt
Historic Structure Easements22HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (true)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement700.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$25,097ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (true)Section170hRqrStsfdInd

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$1,481,888AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesLease to Non-Profit Museum OperatorOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,735,448BeginningYearBalanceAmt
Contributions$105,250ContributionsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$2,840,698EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,602,620BeginningYearBalanceAmt
Contributions$132,828ContributionsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$2,735,448EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,515,620BeginningYearBalanceAmt
Contributions$87,000ContributionsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$2,602,620EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,302,191BeginningYearBalanceAmt
Contributions$213,429ContributionsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$2,515,620EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,262,234BeginningYearBalanceAmt
Contributions$39,957ContributionsAmt
Other Expenditures$0OtherExpendituresAmt
End Year Balance$2,302,191EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$12,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$12,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$395,548InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$121,707DepreciationAmt
Book Value$273,841BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$17,950InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$16,373OtherCostOrOtherBasisAmt
Depreciation$33,326DepreciationAmt
Book Value$997BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$22,820OtherCostOrOtherBasisAmt
Depreciation$15,974DepreciationAmt
Book Value$6,846BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$293,684TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Museum collections (net of $231,874 A/D)$1,481,888C
Museum real property (net of $142,346 Accum. Depr.)$809,235C
Investment in Preservation-Related LLC$100,000C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$2,391,123TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Beneficial interest in assets held by others$93,272
Beneficial interest in charitable remainder trust$128,830
FieldValueIRS element (for citing)
Total Book Value Other Assets$222,102TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRetirement plan liabilityDesc
Amt$2,241Amt
FieldValueIRS element (for citing)
Total Liability$2,241TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt II, Line 5All 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).
Pt II, Line 9The 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.
Pt III, Line 4In 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.
Pt V, Line 4Earnings 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) $683,750 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $494,845 funds downtown preservation efforts.
Pt X, Line 2"The Trust believes it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements."

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Albany Community Trust
PO Box 509AlbanyVT05820824708126501(c)(3)$269,366$0Preservation
Bakersfield Historical Society Corp
PO Box 70BakersfieldVT05441043383815501(c)(3)$11,000$0Preservation
North Calais Memorial Hall Association
PO Box 25East CalaisVT05650831065910501(c)(3)$100,357$0Preservation
Friends of the Opera House at Enosburg Falls VT
PO Box 1250Enosburg FallsVT05450030353647501(c)(3)$5,250$0Preservation
Stone Valley Arts Inc
PO Box 47PoultneyVT05764463586462501(c)(3)$100,000$0Preservation
Readsboro Hometown Redevelopment
PO Box 261ReadsboroVT05350830483990501(c)(3)$25,000$0Preservation
Rupert Village Trust Inc
PO Box 45RupertVT05768831422982501(c)(3)$80,000$0Preservation
Canaan School District
99 School StreetCanaanVT05903036000415Gov$13,937$0Preservation
East Monkton Church Association Inc
4843 Mountain RoadBristolVT05443030285191501(c)(3)$10,000$0Preservation
Elmore Community Trust
PO Box 97Lake ElmoreVT05657850623566501(c)(3)$234,671$0Preservation
Friends of the Charlotte Grange
2858 Spear StreetCharlotteVT05445237590186501(c)(8)$10,000$0Preservation
Green River Village Preservation Trust Inc
1082 Green River RoadBrattleboroVT05301030359693501(c)(3)$7,000$0Preservation
Henry Sheldon Museum
1 Park StreetMiddleburyVT05753030190481501(c)(3)$9,763$0Preservation
Londonderry Arts and Historical Society Inc
PO Box 366LondonderryVT05148237292996501(c)(3)$9,000$0Preservation
McIndoes Falls Academy
PO Box 129Mc Indoe FallsVT05050030184087501(c)(3)$5,912$0Preservation
Poultney Historical Society Inc
PO Box 605East PoultneyVT05741237044602501(c)(3)$8,525$0Preservation
Retreat Farm LTD
45 Farmhouse SquareBrattleboroVT05301475042006501(c)(3)$10,000$0Preservation
St Johnsbury History & Heritage Center Inc
421 Summer StreetSaint JohnsburyVT05819272385222501(c)(3)$10,000$0Preservation
Town of New Haven
78 North StreetNew HavenVT05472030278233Gov$20,000$0Preservation
Union Church of New Haven Mills
2284 South StreetNew HavenVT05472030306924501(c)(3)$10,000$0Preservation
Vermont Community Foundation
3 Court StreetMiddleburyVT05753222712160501(c)(3)$10,000$0Preservation
Adamant Community Arts Center
1313 Haggett RoadAdamantVT05640208233497501(c)(3)$6,670$0Preservation
Albany Historical Society
290 Water StreetAlbanyVT05820030340832501(c)(3)$6,000$0Preservation
Alice M Ward Memorial Library
27 Park StreetCanaanVT05903030225351501(c)(3)$16,850$0Preservation
Barton United Church
15 Glover RoadBartonVT05822036008629501(c)(3)$30,000$0Preservation
Bradford Public Library
PO Box 619BradfordVT05033030181210501(c)(3)$15,250$0Preservation
Broad Brook Community Center Inc
1968 Weatherhead Hollow RoadBrattleboroVT05301474342670501(c)(3)$6,471$0Preservation
Caledonia Grange #9
88 Church StreetEast HardwickVT05836237590117Other$13,130$0Preservation
Craftsbury Academy
PO Box 667MorrisvilleVT05661030222223501(c)(3)$15,869$0Preservation
Craftsbury Common Village Impro Soc
PO Box 24CraftsburyVT05826036009723501(c)(3)$12,838$0Preservation
Edgar May Health & Recreation Center
140 Clinton StreetSpringfieldVT05156030364018501(c)(3)$13,117$0Preservation
Goodenough Farmstead Trust Inc
340 Goodenough RoadBrattleboroVT05301550852434Other$10,800$0Preservation
Lost Shul Mural Project
188 No Prospect StreetBurlingtonVT05401815118531501(c)(3)$5,500$0Preservation
Lower Waterford Congregational Church
PO Box 111Lower WaterfordVT05848030218697501(c)(3)$16,192$0Preservation
Lyndon Historical Society
202 Center StreetLyndonvilleVT05851036000548501(c)(3)$10,800$0Preservation
Memphremagog Community Maritime Inc
PO Box 44NewportVT05855811909557501(c)(3)$50,000$0Preservation
Middletown Springs Public Library
PO Box 1121Middletown SpringsVT05757030223499501(c)(3)$5,050$0Preservation
Orleans County Historical Society
109 Old Stone House RoadOrleansVT05860036010727501(c)(3)$12,500$0Preservation
Peacham Children's Center
2113 Thaddeus Stevens RoadBarnetVT05821832694732501(c)(3)$24,276$0Preservation
Peacham Congregational Church
56 Church StreetPeachamVT05862036009605501(c)(3)$11,500$0Preservation
Rural Arts Collaborative
PO Box 300GreensboroVT05841050501353501(c)(3)$13,134$0Preservation
Northeast Kingdom Human Services
181 Crawford RoadNewportVT05855030212039501(c)(3)$45,000$0Preservation
Rutland Unitarian Universalist Church
117 West StreetRutlandVT05702030357287501(c)(3)$6,600$0Preservation
St Johnsbury Athenaeum Inc
1171 Main StreetSaint JohnsburyVT05819030183005501(c)(3)$35,000$0Preservation
United Church of Morgan
14 Mead Hill RoadMorganVT05853237349048501(c)(3)$20,426$0Preservation
Wolcott United Methodist Church
4023 Vermont Route 15WolcottVT05680036007740501(c)(3)$20,000$0Preservation
East Calais Community Trust
PO Box 14East CalaisVT05650844740090501(c)(3)$142,695$0Preservation
FieldValueIRS element (for citing)
Total501c3 Org45Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 2FormAndLineReferenceDesc
ExplanationGrantees 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.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$309,656NoncashContributionsRptF990Amt
Method Of Determining RevenuesAverage Share PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt XILine 9 / Other Changes: Net change in beneficial interest in assets held by others ($18,779 current year gain) plus net change in beneficial interest in charitable remainder trust ($3,100 current year gain).
Pt VI, Line 11bA copy of Form 990 is made available to all Board members prior to submission.
Pt VI, Line 12cAll 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.
Pt VI, Line 15aAll salaries are determined annually by the Board of Directors (in Executive Session).
Pt VI, Line 15bSee above.
Pt VI, Line 19The 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Preservation Realty Holdings IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 Church StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd
FieldValueIRS element (for citing)
EIN030356606EIN
Primary ActivitiesPreservation of Historic PropertiesPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Exempt Code Section501(c)(2)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Preservation Trust of VTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Preservation Realty Holdings IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$31,745InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt

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