2021-04-19T05:17:45-07:00 2020-09-30 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990 2019-10-01 030281195 Preservation Trust of Vermont Inc PRES 8026586647 104 Church Street Burlington VT 05401 Ben Doyle President 8026586647 2021-04-12 true William S Huckabay CPA P00154308 8028707086 2019 2022-09-23 18:48:47Z Ben Doyle 104 Church Street Burlington VT 05401 5596845 false X www.ptvermont.org X 1980 VT To initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources. 13 13 8 14 0 0 1556511 2402266 73686 37846 208290 195804 31247 61 1869734 2635977 504837 822643 0 0 416526 419363 0 0 90998 1333790 535023 2255153 1777029 -385419 858948 9046034 10294360 298502 282477 8747532 10011883 To initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources. false false 897307 822643 0 "Preservation Grants" - In partnership with several major foundations, the Organization distributed direct support to dozens of towns, individuals and organizations in support of restoration and rehabilitation projects throughout Vermont. 624471 0 37846 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. 1521778 true true false true false false true true false true true false true true true true false false false false false false false false false false false true false false false false false false false false false false true false false false false true true true true false true 27 0 true 8 true false false false false false true true false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false X X Linda Markin 8026586647 104 Church Street Burlington VT 05401 Elizabeth Gamache Interim Executive Director (Oct - Sep) 40.00 X 15300 0 0 Neale Lundeville Chair 3.00 X X 0 0 0 Lyssa Papazian Vice Chair 3.00 X X 0 0 0 Emily Wadhams Treasurer 3.00 X X 0 0 0 Fred Bay Secretary 3.00 X X 0 0 0 Mark Beams Director 3.00 X 0 0 0 Peter Brink Director 3.00 X 0 0 0 Ann Cousins Director 3.00 X 0 0 0 Jaime Lee Director 3.00 X 0 0 0 David Marvin Director 3.00 X 0 0 0 Beth Rusnock 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 Gordon Winters Director (part-year) 3.00 X 0 0 0 Linda Markin Finance Officer 9.00 X 24150 0 0 39450 0 0 0 false false false 0 0 0 0 0 310261 2092005 515193 2402266 Conference & Retreat Fees 611699 37846 0 0 37846 104092 0 104092 3052580 2960868 91712 91712 0 0 91712 0 Miscellaneous Income 900099 61 0 0 61 61 2635977 37846 0 195865 822643 822643 0 0 0 0 0 0 134636 86925 28104 19607 0 0 0 0 243736 200465 20109 23162 6305 4964 552 789 7479 5235 748 1496 27207 21421 2381 3405 0 0 0 0 3928 3928 0 0 21000 0 21000 0 15470 15470 0 0 0 0 31695 0 31695 0 130228 78939 35905 15384 0 0 0 0 14236 10334 2508 1394 13732 10024 1114 2594 0 0 0 0 85727 79846 4117 1764 16804 13729 1025 2050 0 0 0 0 24856 14573 9241 1042 5537 5537 0 0 25939 25939 0 0 88225 84877 1339 2009 33600 32326 690 584 Printing & publications 18292 1829 915 15548 Dues & subscriptions 1705 1705 0 0 Bank charges 2691 0 2691 0 Miscellaneous expenses 1358 1069 119 170 1777029 1521778 164253 90998 49233 10973 1377218 1786470 43021 39566 464691 154610 325826 310081 4526470 5497551 2516827 2445440 207439 204279 9046034 10294360 295306 281362 1000 0 2196 1115 298502 282477 X 3989887 4869281 4757645 5142602 8747532 10011883 9046034 10294360 X 858948 404435 -3334 4302 X true X false true false X 0 1592417 2171899 1758345 1556511 2402266 9481438 0 0 1592417 2171899 1758345 1556511 2402266 9481438 2169705 7311733 84210 81569 96972 117162 104092 484005 0 0 24210 28905 0 53115 0 1588 454 2342 61 4445 10023003 539478 0.72950 0.73080 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Miscellaneous Income 2015: 0. 2016: 1588. 2017: 454. 2018: 2342. 2019: 61. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 15470 15470 1761559 1777029 238851 59713 0 0 282571 235078 262758 238851 1019258 1528887 25225 15000 15000 15470 70695 70643 58770 65690 59713 254816 382224 0 0 0 0 0 X X 76 335.80 22 0 0 1 true 730.00 25497 true 0 1525831 X X X X Lease to Non-Profit Museum Operator false 2602620 132828 0 2735448 2515620 87000 0 2602620 2302191 213429 0 2515620 2262234 39957 0 2302191 2164234 98000 0 2262234 1.00000 false false 12000 0 12000 395548 0 111565 283983 0 0 0 0 17950 16373 31635 2688 0 22820 11410 11410 310081 Museum collections (net of $187,931 A/D) 1525831 C Museum real property (net of $86,238 Accum. Depr.) 819609 C Investment in Preservation-Related LLC 100000 C 2445440 Beneficial interest in assets held by others 78549 Beneficial interest in charitable remainder trust 125730 204279 Retirement plan liability 1115 1115 X Pt 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). Pt 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. Pt 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. Pt 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) $678,500 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $394,845 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." true Albany Community Trust PO Box 509 Albany VT 05820 824708126 501(c)(3) 17517 0 Preservation Alice M Ward Memorial Library 27 Park Street Canaan VT 05903 030225351 501(c)(3) 19150 0 Preservation Broad Brook Community Center Inc 236 School Rd Brattleboro VT 05301 474342670 501(c)(3) 15285 0 Preservation Corner School Resource Center of Granville PO Box 1 Granville VT 05747 264135885 501(c)(3) 10000 0 Preservation East Calais Community Trust PO Box 14 East Calais VT 05650 844740090 501(c)(3) 106950 0 Preservation Town of East Peacham 79 Church Street Peacham VT 05862 036000621 Gov 39000 0 Preservation Essex County Courthouse 75 Courthouse Drive Guildhall VT 05905 030223045 Gov 47000 0 Preservation Fairfield Community Center AssnInc PO Box 16 East Fairfield VT 05448 030338566 501(c)(3) 10000 0 Preservation Gilman Housing Trust Inc PO Box 259 Lyndonville VT 05851 030301520 501(c)(3) 11937 0 Preservation Housing Vermont 100 Bank St Ste 400 Burlington VT 05401 030315075 501(c)(3) 37500 0 Preservation Lamoille Housing Partnership Inc PO Box 637 Morrisville VT 05661 223177209 501(c)(3) 64900 0 Preservation Montgomery Historical Society PO Box 47 Montgomery VT 05470 030268694 501(c)(3) 10000 0 Preservation North Calais Memorial Hall Association PO Box 25 East Calais VT 05650 831065910 501(c)(3) 199827 0 Preservation Park McCullough House Assoc Inc PO Box 388 North Bennington VT 05257 030220979 501(c)(3) 10000 0 Preservation Readsboro Hometown Redevelopment Inc PO Box 261 Readsboro VT 05350 830483990 501(c)(3) 50000 0 Preservation Rupert Village Trust Inc PO Box 45 Rupert VT 05768 831422982 501(c)(3) 20000 0 Preservation Space on Main PO Box 512 Bradford VT 05033 815147221 501(c)(3) 9854 0 Preservation St Johnsbury Academy 1000 Main St Saint Johnsbury Saint Johnsbury VT 05819 030181215 501(c)(3) 50000 0 Preservation St Mary Star of the Sea 191 Clermont Terrace Newport VT 05855 454077668 501(c)(3) 7068 0 Preservation Center for Arts & Learning Inc 46 Barre St Montpelier VT 05602 455195841 501(c)(3) 10000 0 Preservation Essex Junction Cemetery Association Inc 181 Village Dr Colchester VT 05446 036006522 501(c)(13) 25000 0 Preservation Westminster Historical Society Inc PO Box 2 Westminster VT 05158 030269038 501(c)(3) 10000 0 Preservation 22 0 Pt 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 12 515193 Average Share Price 0 false false false Pt XI Line 9 / Other Changes: Net change in beneficial interest in assets held by others ($1,728 current year gain) plus net change in beneficial interest in charitable remainder trust ($2,570 current year gain) plus $4 rounding. Pt VI, Line 11b A copy of Form 990 is made available to all Board members prior to submission. Pt VI, 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. Pt VI, Line 15a All salaries are determined annually by the Board of Directors (in Executive Session). Pt VI, Line 15b See above. Pt VI, 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. Other Pt IX, Line 11g: Description: Workshop Speakers Consultants Total: $25,710 Program services: $25,710 Management and general: $0 Fundraising: $0 Description: Preservation Consultants Total: $9,379 Program services: $9,379 Management and general: $0 Fundraising: $0 Description: Preservation Grants Management Total: $4,820 Program services: $4,820 Management and general: $0 Fundraising: $0 Description: Public Trail / Access Contractors Total: $26,215 Program services: $26,215 Management and general: $0 Fundraising: $0 Description: Recruiters Total: $34,000 Program services: $0 Management and general: $34,000 Fundraising: $0 Description: Benefits Management Total: $350 Program services: $0 Management and general: $350 Fundraising: $0 Description: Fundraising Consultant Total: $10,896 Program services: $0 Management and general: $0 Fundraising: $10,896 Description: Design Services Total: $4,488 Program services: $0 Management and general: $0 Fundraising: $4,488 Description: Other Subcontractors Total: $6,173 Program services: $4,618 Management and general: $1,555 Fundraising: $0 Preservation Realty Holdings Inc 104 Church Street Burlington VT 05401 030356606 Preservation of Historic Properties VT 501(c)(2) N/A Preservation Trust of VT true false true false false false false false false false false false false false false false false false false false Preservation Realty Holdings Inc b 25939 Cash