2022-05-10T12:52:31-05:00 2021-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2020-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DIRECTOR 2035626312 2021-12-22 true JANE MONTANARO XXX-XX-XXXX THOMAS D ROY P00292134 8607215786 2022-05-10 2020 2022-09-23 18:48:47Z PRESERVATION CONNECTICUT JANE MONTANARO 940 WHITNEY AVENUE HAMDEN CT 06517 14467796 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 18 18 8 22 8212 969188 1346474 1875938 13090467 16708 20203 13955 8212 2875789 14465356 145000 144325 0 530343 555853 0 66850 2127494 13247756 2802837 13947934 72952 517422 2048262 2800338 350919 401318 1697343 2399020 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 13757352 144325 13098679 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. 13757352 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 false false false false false false false false false false false false false false true false false false false true 9 0 true 8 true true true false false false false false false false false false false false X 18 18 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 96000 0 2880 MARY JEAN AGOSTINI SECRETARY 2.00 X X 0 0 0 SARA BRONIN 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 ASSISTANT TR 2.00 X X 0 0 0 GARRY LEONARD BOARD MEMBER 2.00 X 0 0 0 TOM NISSLEY VICE CHAIR 2.00 X X 0 0 0 CATHERINE OSTEN BOARD MEMBER 2.00 X 0 0 0 EDITH PESTANA 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 TREASURER 2.00 X X 0 0 0 ROBERT TIERNEY BOARD MEMBER 2.00 X 0 0 0 GREG WATERMAN BOARD MEMBER 2.00 X 0 0 0 OLIVIA WHITE BOARD MEMBER 2.00 X 0 0 0 RICHARD WIES BOARD MEMBER 2.00 X 0 0 0 96000 2880 false false false 49344 16681 702000 578449 1346474 CT HISTORIC CREDIT 12970580 12970580 PROGRAM SERVICE FEES 111807 111807 PROGRAM LOAN INTEREST 7500 7500 OTHER PROGRAM INCOME 580 580 13090467 20306 20306 103 -103 -103 -103 2337 16681 2337 NEWSLETTER 541800 8212 8212 8212 14465356 13090467 8212 20203 144325 144325 98880 81378 6526 10976 379329 312178 24898 42253 7775 6399 513 863 28288 23281 1867 3140 41581 32136 3264 6181 20878 20878 36025 36025 18500 18500 11933 11933 57525 57475 50 30799 21206 9316 277 18056 15471 2585 3602 2994 608 5028 5028 219 150 69 3321 3321 16920 13925 1117 1878 11546 9502 762 1282 LOAN ALLOWANCE CT CREDIT 12970580 12970580 READERSHIP COSTS 37004 37004 PROPERTY MAINTENANCE 3820 3820 BAD DEBT EXPENSES 2000 2000 13947934 13757352 123732 66850 155844 53567 688285 788779 55544 232000 375 9125 329930 279430 5493 4722 542044 346424 194790 195620 617849 1237095 152 2048262 2800338 16024 55663 68222 216625 77791 76397 89850 99032 52633 350919 401318 X 1443428 2145105 253915 253915 1697343 2399020 2048262 2800338 X 517422 184255 X false true X true false X 1443725 1507383 972295 969188 982487 5875078 1443725 1507383 972295 969188 982487 5875078 871760 5003318 1848 5028 5542 16182 20306 48906 5923984 15173414 0.84460 0.81830 X SUPPORTING SCHEDULE BEQUEST 363,987 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 18500 false false 18500 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 640230 431197 192628 1264055 376031 263063 1136 640230 371785 4246 376031 0.99450 0.00550 false false 500911 327500 173411 41133 18924 22209 195620 REFUNDABLE ADVANCES 42533 FUNDS HELD ON BEHALF OF ANOTHER ORG 10100 52633 1667098 184255 184255 1482843 11933 12970580 12982513 14465356 965421 965421 11933 12970580 12982513 13947934 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 12,970,580 SCHEDULE D, PAGE 4, PART XII, LINE 4B LOAN ALLOWANCE CT CREDIT 12,970,580 AWARD CEREMONY 19018 16681 2337 2337 19018 16681 2337 2337 2337 true ADAM STANTON HOUSE INC 110 EAST MAIN STREET CLINTON CT 06413 820651118 10000 HISTORIC PRESERVATIO AMITY AND WOODBRIDGE HISTORICAL SOC 1907 LITCHFIELD TURNPIKE WOODBRIDGE CT 06525 066061829 10000 HISTORIC PRESERVATIO ANTIQUARIAN & LANDMARKS SOCIETY DB 59 SOUTH PROSPECT ST HARTFORD CT 06106 060789151 9000 HISTORIC PRESERVATIO FARMINGTON LAND TRUST INC 128 GARDEN STREET FARMINGTON CT 06032 237107644 10000 HISTORIC PRESERVATIO HOTCHKISS LIBRARY OF SHARON INC 10 UPPER MAIN STREET SHARON CT 06069 060655489 10000 HISTORIC PRESERVATIO KEELER TAVERN PRESERVATION SOCIETY 152 MAIN STREET RIDGEFIELD CT 06877 066076244 9000 HISTORIC PRESERVATIO NEIGHBORHOOD HOUSING SERVICES OF NE 333 SHERMAN AVENUE NEW HAVEN CT 06511 061021268 10000 HISTORIC PRESERVATIO NEW HAVEN COLONY HISTORICAL SOCIETY 114 WHITNEY AVE NEW HAVEN CT 06510 060646762 9000 HISTORIC PRESERVATIO PINE ORCHARD UNION CHAPEL ASSOCIATI 25 CHAPEL DRIVE BRANFORD CT 06405 834049549 6000 HISTORIC PRESERVATIO TORRINGTON HISTORICAL SOCIETY 192 MAIN STREET TORRINGTON CT 06790 060725798 10000 HISTORIC PRESERVATIO CALVARY EPISCOPAL CHURCH 27 CHURCH ST STONINGTON CT 06378 237251492 9000 HISTORIC PRESERVATIO SOUTH CONGREGATIONAL CHURCH 90 MAIN ST NEW BRITAIN CT 06051 060660918 5325 HISTORIC PRESERVATIO RIDGEBURY CONGREGATIONAL CHURCH 602 605 RIDGEBURY ROAD RIDGEFIELD CT 06477 061361048 15000 HISTORIC PRESERVATIO FIRST CONGREGATIONAL CHURCH OF WOOD 543 ROUTE 169 WOODSTOCK CT 06281 060720077 15000 HISTORIC PRESERVATIO 14 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION WITHHOLDS PARTIAL PAYMENT, USUALLY OF 10% 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 -12,970,580 LOAN ALLOWANCE CT CREDIT 12,970,580 HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT 12970580 CTTRUSTHP