PRESERVATION TRUST OF VERMONT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION TRUST OF VERMONT INC (EIN 03-0281195)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-16
- IRS object ID
- 202521979349301567
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-16T14:56:21-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030327374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCSOLEY MCCOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TILLEY DRIVE STE 202 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030281195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION TRUST OF VERMONT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 8026586647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MAIN STREET 304 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN DOYLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8026586647 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE FELLION | PreparerPersonNm |
| PTIN | P01875413 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2025-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEN DOYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MAIN STREET 304 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,659,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PTVERMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | TO INITIATE AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,047,708 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,539,546 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,481 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,402 | PYInvestmentIncomeAmt |
| CY Investment Income | $295,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,236,591 | PYTotalRevenueAmt |
| CY Total Revenue | $2,853,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,310,601 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,424,215 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $563,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $603,238 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,540 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $444,299 | PYOtherExpensesAmt |
| CY Other Expenses | $709,808 | CYOtherExpensesAmt |
| PY Total Expenses | $2,318,842 | PYTotalExpensesAmt |
| CY Total Expenses | $2,737,261 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$82,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $116,198 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,000,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,448,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $144,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $139,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,855,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,309,070 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,538,152 | ExpenseAmt |
| Grant | $1,424,215 | GrantAmt |
| Desc | "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 360 TOWNS, INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $910,533 | ExpenseAmt |
| Revenue | $18,393 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,448,685 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8026586647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 MAIN STREET 304 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| LIZ GAMACHE | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK BEAMS | |||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUSTIN MCCABE | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| INA SMITH | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TED BRADY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY CUNNINGHAM | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE GRAHAM | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PHET KEOMANYVANH | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELISABETH KULAS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIME LEE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NEAL LUNDERVILLE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VIKAS MANGIPUDI | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MARVIN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLIE SINCERBEAUX | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID TAPLIN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY WADHAMS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WYNCOOP | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN DOYLE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $143,124 | $0 | $0 | 5.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,124 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,539,546 | AllOtherContributionsAmt |
| Noncash Contributions | $342,273 | NoncashContributionsAmt |
| Total Contributions | $2,539,546 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE & RETREAT F | Desc |
| Business | 513190 | BusinessCd |
| Total Revenue Column | $18,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,393 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,488 | TotalRevenueColumnAmt |
| Exclusion | $209,488 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $892,145 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $806,113 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,032 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,032 | TotalRevenueColumnAmt |
| Exclusion | $86,032 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,853,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,393 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $295,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,215 | TotalAmt |
| Program Services | $1,424,215 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,284 | TotalAmt |
| Program Services | $105,899 | ProgramServicesAmt |
| Management And General | $15,128 | ManagementAndGeneralAmt |
| Fundraising | $30,257 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,679 | TotalAmt |
| Program Services | $327,163 | ProgramServicesAmt |
| Management And General | $29,293 | ManagementAndGeneralAmt |
| Fundraising | $24,223 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,892 | TotalAmt |
| Program Services | $12,122 | ProgramServicesAmt |
| Management And General | $1,244 | ManagementAndGeneralAmt |
| Fundraising | $1,526 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,631 | TotalAmt |
| Program Services | $17,942 | ProgramServicesAmt |
| Management And General | $2,563 | ManagementAndGeneralAmt |
| Fundraising | $5,126 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,752 | TotalAmt |
| Program Services | $25,036 | ProgramServicesAmt |
| Management And General | $2,568 | ManagementAndGeneralAmt |
| Fundraising | $3,148 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,334 | TotalAmt |
| Program Services | $37,167 | ProgramServicesAmt |
| Management And General | $37,167 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Program Services | $23,500 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,489 | TotalAmt |
| Management And General | $50,489 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,636 | TotalAmt |
| Program Services | $266,417 | ProgramServicesAmt |
| Management And General | $1,428 | ManagementAndGeneralAmt |
| Fundraising | $8,791 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,718 | TotalAmt |
| Program Services | $2,476 | ProgramServicesAmt |
| Management And General | $5,436 | ManagementAndGeneralAmt |
| Fundraising | $806 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,008 | TotalAmt |
| Program Services | $11,403 | ProgramServicesAmt |
| Management And General | $1,170 | ManagementAndGeneralAmt |
| Fundraising | $1,435 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,059 | TotalAmt |
| Program Services | $17,096 | ProgramServicesAmt |
| Management And General | $8,374 | ManagementAndGeneralAmt |
| Fundraising | $3,589 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,777 | TotalAmt |
| Program Services | $31,555 | ProgramServicesAmt |
| Management And General | $741 | ManagementAndGeneralAmt |
| Fundraising | $1,481 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,346 | TotalAmt |
| Program Services | $66,838 | ProgramServicesAmt |
| Management And General | $17,508 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,921 | TotalAmt |
| Program Services | $4,921 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,381 | TotalAmt |
| Program Services | $51,691 | ProgramServicesAmt |
| Management And General | $1,076 | ManagementAndGeneralAmt |
| Fundraising | $1,614 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,223 | TotalAmt |
| Program Services | $17,037 | ProgramServicesAmt |
| Management And General | $1,313 | ManagementAndGeneralAmt |
| Fundraising | $873 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $28,317 | $1,323 | $1,323 | $25,671 |
| DUES & SUBSCRIPTIONS | $4,884 | $4,884 | ||
| BANK CHARGES | $3,215 | $3,215 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,737,261 | TotalAmt |
| Program Services | $2,448,685 | ProgramServicesAmt |
| Management And General | $180,036 | ManagementAndGeneralAmt |
| Fundraising | $108,540 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,603 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,157,638 | BOYAmt |
| EOY | $1,699,715 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,000 | BOYAmt |
| EOY | $30,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $429,048 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $170,380 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,557 | BOYAmt |
| EOY | $258,668 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,776,402 | BOYAmt |
| EOY | $7,974,239 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,064 | BOYAmt |
| EOY | $1,450,121 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,416 | BOYAmt |
| EOY | $1,035,939 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000,680 | BOYAmt |
| EOY | $12,448,682 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,671 | BOYAmt |
| EOY | $138,136 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295 | BOYAmt |
| EOY | $1,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,966 | BOYAmt |
| EOY | $139,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,001,121 | BOYAmt |
| EOY | $5,054,423 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,854,593 | BOYAmt |
| EOY | $7,254,647 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,855,714 | BOYAmt |
| EOY | $12,309,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000,680 | BOYAmt |
| EOY | $12,448,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $116,198 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,322,933 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,225 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,402,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,209,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,047,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,539,546 | CurrentTaxYearAmt |
| Total | $11,766,724 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,402,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,568,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,209,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,047,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,539,546 | CurrentTaxYearAmt |
| Total | $11,766,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,247,090 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,519,634 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,488 | CurrentTaxYearAmt |
| Total | $710,160 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61 | CurrentTaxYearMinus4YearsAmt |
| Total | $61 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,476,945 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $96,212 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,713,761 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,737,261 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $286,863 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,716 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $279,232 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,103 | CurrentYearMinus2Amt |
| Current Year Minus1 | $265,942 | CurrentYearMinus1Amt |
| Current Year | $286,863 | CurrentYearAmt |
| Total | $1,082,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,623,210 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $15,305 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,785 | CurrentYearMinus1Amt |
| Current Year | $23,500 | CurrentYearAmt |
| Total | $85,090 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,808 | CurrentYearMinus3Amt |
| Current Year Minus2 | $62,526 | CurrentYearMinus2Amt |
| Current Year Minus1 | $66,486 | CurrentYearMinus1Amt |
| Current Year | $71,716 | CurrentYearAmt |
| Total | $270,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $405,804 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 94 | TotalEasementsCnt |
| Total Acreage | 377.56 | TotalAcreageCnt |
| Historic Structure Easements | 30 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 940.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $7,333 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,350,121 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,345,698 | BeginningYearBalanceAmt |
| Contributions | $132,572 | ContributionsAmt |
| End Year Balance | $3,478,270 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,025,698 | BeginningYearBalanceAmt |
| Contributions | $320,000 | ContributionsAmt |
| End Year Balance | $3,345,698 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,840,698 | BeginningYearBalanceAmt |
| Contributions | $185,000 | ContributionsAmt |
| End Year Balance | $3,025,698 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,735,448 | BeginningYearBalanceAmt |
| Contributions | $105,250 | ContributionsAmt |
| End Year Balance | $2,840,698 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,602,620 | BeginningYearBalanceAmt |
| Contributions | $132,828 | ContributionsAmt |
| End Year Balance | $2,735,448 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $395,548 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $152,134 | DepreciationAmt |
| Book Value | $243,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $21,500 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $18,246 | DepreciationAmt |
| Book Value | $3,254 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $258,668 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUSEUM COLLECTIONS | $1,350,121 | C |
| INVESTMENT IN RESERVATION - RELATED LLC | $100,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,450,121 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $84,143 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST | $136,868 |
| RIGHT-OF-USE ASSET | $813,778 |
| SECURITY DEPOSIT | $1,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,035,939 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| Amt | $1,476 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,476 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BRADFORD PUBLIC LIBRARY | ||||||||
| 21 SOUTH MAIN STREET PO BOX 619 | BRADFORD | VT | 05033 | 030181210 | 501 (C)(3) | $5,250 | $0 | PRESERVATION |
| BRAINTREE HISTORICAL SOCIETY INC | ||||||||
| 273 WOODCHUCK HOLLOW | WEST BRAINTREE | VT | 05669 | 036008556 | 501 (C)(3) | $25,737 | $0 | PRESERVATION |
| BRATTLEBORO MUSEUM AND ART CENTER | ||||||||
| 10 VERON STREET | BRATTLEBORO | VT | 05301 | 036016116 | 501 (C)(3) | $8,748 | $0 | PRESERVATION |
| BRIAN KNIGHT RESEARCH | ||||||||
| PO BOX 1096 | MANCHESTER | VT | 05254 | 000000000 | N/A | $15,200 | $0 | PRESERVATION |
| CHANDLER CENTER FOR THE ARTS INC | ||||||||
| 71 N MAIN STREET | RANDOLPH | VT | 05060 | 030266500 | 501 (C)(3) | $37,700 | $0 | PRESERVATION |
| ELMORE COMMUNITY TRUST INC | ||||||||
| PO BOX 97 | LAKE ELMORE | VT | 05657 | 850623566 | 501 (C)(3) | $100,089 | $0 | PRESERVATION |
| ENGINEERING VENTURES PC | ||||||||
| 208 FLYNN AVE STE 2A | BURLINGTON | VT | 05401 | 030343328 | N/A | $16,137 | $0 | PRESERVATION |
| FRIENDS OF DOG MOUNTAIN INC | ||||||||
| 143 PARKS ROAD | ST JOHNSBURY | VT | 05819 | 474173845 | 501 (C)(3) | $47,382 | $0 | PRESERVATION |
| FRIENDS OF THE UNION MEETING HALL | ||||||||
| PO BOX 115 | FERRISBURGH | VT | 05456 | 843834906 | 501 (C)(3) | $50,600 | $0 | PRESERVATION |
| GEORGE PEABODY LIBRARY | ||||||||
| PO BOX 190 | POST MILLS | VT | 05058 | 036025460 | 501 (C)(3) | $5,500 | $0 | PRESERVATION |
| INN AT MOUNTAINVIEW FARM | ||||||||
| PO BOX 355 | EAST BURKE | VT | 05832 | 030316012 | 501 (C)(3) | $10,000 | $0 | PRESERVATION |
| JOHN G MCCULLOUGH FREE LIBRARY INC | ||||||||
| 1 PARK STREET | NORTH BENNINGTON | VT | 05257 | 030220979 | 501 (C)(3) | $6,651 | $0 | PRESERVATION |
| MONTGOMERY CENTER FOR THE ARTS | ||||||||
| PO BOX 137 | MONTGOMERY CENTER | VT | 05471 | 821869668 | 501 (C)(3) | $21,791 | $0 | PRESERVATION |
| MONTPELIER ALIVE | ||||||||
| 39 MAIN STREET | MONTPELIER | VT | 05602 | 030371500 | 501 (C)(3) | $57,092 | $0 | PRESERVATION |
| NORTH COUNTIES HEALTH CARE | ||||||||
| 165 SHERMAN DRIVE | ST JOHNSBURY | VT | 05819 | 510199559 | 501 (C)(3) | $50,000 | $0 | PRESERVATION |
| NORTH STAR COMMUNITY HALL | ||||||||
| 20 CROWLEY STREET | BURLINGTON | VT | 05408 | 873095245 | 501 (C)(3) | $10,000 | $0 | PRESERVATION |
| NORWICH COMMUNITY COLLABORATIVE | ||||||||
| PO BOX 625 | NORWICH | VT | 05055 | 921407836 | 501 (C)(3) | $6,500 | $0 | PRESERVATION |
| ORANGE COUNTRY RESTORATIVE JUSTICE CENTER | ||||||||
| PO BOX 58 | CHELSEA | VT | 05038 | 030281855 | 501 (C)(3) | $36,241 | $0 | PRESERVATION |
| PRESERVATION REALTY HOLDINGS | ||||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | 030356606 | 501 (C)(2) | $65,398 | $0 | PRESERVATION |
| REV GEORGE L FOX MEMORIAL CHAPEL | ||||||||
| PO BOX 11 | GILMAN | VT | 05904 | 923420121 | N/A | $50,500 | $0 | PRESERVATION |
| RURAL ARTS COLLABORATIVE | ||||||||
| PO BOX 300 | GREENSBORO | VT | 05841 | 050501353 | 501 (C)(3) | $39,286 | $0 | PRESERVATION |
| SHELDON HISTORICAL SOCIETY | ||||||||
| PO BOX 65 | SHELDON SPRINGS | VT | 05485 | 030351503 | 501 (C)(3) | $33,813 | $0 | PRESERVATION |
| SHIRES HOUSING | ||||||||
| PO BOX 1247 | BENNINGTON | VT | 05201 | 222976053 | 501 (C)(3) | $25,000 | $0 | PRESERVATION |
| SHREWSBURY CO-OP AT PIERCE'S STORE | ||||||||
| 2658 NORTHAM ROAD | SHREWSBURY | VT | 05738 | 264026343 | 501 (C)(3) | $33,260 | $0 | PRESERVATION |
| STALBANS HISTORICAL MUSEUM | ||||||||
| 9 CHURCH STREET | STALBANS | VT | 05478 | 237154664 | 501 (C)(3) | $9,625 | $0 | PRESERVATION |
| STEVEN'S & ASSOCIATES PC | ||||||||
| 95 MAIN STREET | BRATTLEBORO | VT | 05301 | 000000000 | N/A | $13,053 | $0 | PRESERVATION |
| THE GRAY BUILDING COALITION INC | ||||||||
| PO BOX 171 | NORTHFIELD | VT | 05663 | 030388243 | 501 (C)(3) | $45,100 | $0 | PRESERVATION |
| TOWN OF BARNET | ||||||||
| 1743 US ROUTE 5 SOUTH PO BOX 15 | BARNET | VT | 05821 | 036000355 | GOVERNMENT | $47,257 | $0 | PRESERVATION |
| TOWN OF DANVILLE | ||||||||
| PO BOX 183 | DANVILLE | VT | 05828 | 036000443 | GOVERNMENT | $12,178 | $0 | PRESERVATION |
| TOWN OF HARDWICK | ||||||||
| PO BOX 523 | HARDWICK | VT | 05843 | 036000499 | GOVERNMENT | $129,525 | $0 | PRESERVATION |
| TOWN OF LYNDON | ||||||||
| PO BOX 167 | LYNDONVILLE | VT | 05851 | 036000648 | GOVERNMENT | $150,607 | $0 | PRESERVATION |
| TROY MISSISQUOI VALLEY HISTORICAL SOCIETY | ||||||||
| PO BOX 237 | NORTH TROY | VT | 05859 | 030262352 | 501 (C)(3) | $25,000 | $0 | PRESERVATION |
| VERMONT COUNCIL ON RURAL DEVELOPMENT | ||||||||
| PO BOX 1384 | MONTPELIER | VT | 05601 | 030354510 | 501 (C)(3) | $53,554 | $0 | PRESERVATION |
| VILLAGE OF WEST BURKE | ||||||||
| PO BOX 46 | WEST BURKE | VT | 05871 | 036010348 | GOVERNMENT | $16,344 | $0 | PRESERVATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $342,273 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE SHARE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | BASED ON NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 266,417. MANAGEMENT AND GENERAL EXPENSES 1,428. FUNDRAISING EXPENSES 8,791. TOTAL EXPENSES 276,636. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 14,225. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION REALTY HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030356606 | EIN |
| Primary Activities | PRESERVATION OF HISTORIC PROPERTIES | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION TRUST OF VERMONT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION REALTY HOLDINGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $65,398 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments