2021-05-14T15:41:40-05:00 2020-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2019-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DIRECTOR 2035626312 2020-12-28 true THOMAS D ROY P00292134 8607215786 2021-05-12 2019 2022-09-23 18:48:47Z PRESERVATION CONNECTICUT JANE MONTANARO 940 WHITNEY AVENUE HAMDEN CT 06517 3084847 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 21 21 10 22 13955 972295 969188 67861 1875938 5542 16708 10817 13955 1056515 2875789 252426 145000 0 530302 530343 0 75608 302936 2127494 1085664 2802837 -29149 72952 2075084 2048262 440132 350919 1634952 1697343 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 2602228 145000 1889893 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. 2602228 true true false true false false true false false true true false false false true false false true false false false false false false false false false true false false false false false false false false false false false false false false true false false false false true 15 0 true 10 true true true false false false false false false false false false false false X 21 21 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 CAROLINE SLOAT SECRETARY 2.00 X X 0 0 0 CATHERINE OSTEN BOARD MEMBER 2.00 X 0 0 0 CHARLES JANSON BOARD MEMBER 2.00 X 0 0 0 CRISTINA ROSS BOARD MEMBER 2.00 X 0 0 0 EDITH PESTANA BOARD MEMBER 2.00 X 0 0 0 EDWARD GERBER BOARD MEMBER 2.00 X 0 0 0 ELAINE STILES BOARD MEMBER 2.00 X 0 0 0 ELLEN GOULD BOARD MEMBER 2.00 X 0 0 0 GARRY LEONARD BOARD MEMBER 2.00 X 0 0 0 GARRETT HEHER BOARD MEMBER 2.00 X 0 0 0 GREG WATERMAN 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 MARY CATHERINE CURRAN BOARD MEMBER 2.00 X 0 0 0 OLIVIA WHITE BOARD MEMBER 2.00 X 0 0 0 PETER STOCKMAN BOARD MEMBER 2.00 X 0 0 0 RICHARD WIES VICE-CHAIRMA 2.00 X X 0 0 0 ROBERT TIERNEY BOARD MEMBER 2.00 X 0 0 0 SARA BRONIN CHAIRMAN 2.00 X X 0 0 0 TOM NISSLEY TREASURER 2.00 X X 0 0 0 MARY JEAN AGOSTINI BOARD MEMBER 2.00 X 0 0 0 96000 2880 false false false 50412 10186 644967 263623 969188 CT HISTORIC CREDIT 1819169 1819169 PROGRAM SERVICE FEES 48537 48537 PROGRAM LOAN INTEREST 7250 7250 OTHER PROGRAM INCOME 982 982 1875938 16182 16182 205695 205169 526 526 526 3889 10186 3889 NEWSLETTER 541800 13955 13955 13955 2875789 1875938 13955 16708 145000 145000 98880 79966 5599 13315 354198 286448 20055 47695 5487 4437 311 739 30439 24615 1723 4101 41339 34638 987 5714 33700 7900 25800 18500 1500 17000 5011 5011 101868 92811 9057 33053 12799 19920 334 18646 10452 8194 3690 728 2962 15721 15689 32 1974 743 1231 5278 4521 757 16914 13678 957 2279 10627 8595 601 1431 LOAN ALLOWANCE CT CREDIT 1819169 1819169 READERSHIP COSTS 33091 33091 PROPERTY MAINTENANCE 9804 5448 4356 PROFESSIONAL DEVELOPMENT 448 448 2802837 2602228 125001 75608 77298 155844 1350140 688285 61909 55544 1500 375 284930 329930 6058 5493 530559 335769 202709 194790 90160 617849 380 152 2075084 2048262 21675 16024 134437 68222 80621 77791 89850 203399 99032 440132 350919 X 1388037 1443428 246915 253915 1634952 1697343 2075084 2048262 X 72952 -10561 X false true X true false X 1549302 1443725 1507383 972295 969188 6441893 1549302 1443725 1507383 972295 969188 6441893 1141701 5300192 2587 1848 5028 5542 16182 31187 3670 3670 6476750 2232122 0.81830 0.84850 X PART II, LINE 10 PUBLICATION SALES 3,670 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 39 131.83 39 20 1 false 141.00 7050 false 376031 263063 1136 640230 371785 4246 376031 0.98910 0.01090 false false 500911 314840 186071 29648 20929 8719 194790 REFUNDABLE ADVANCES 87408 PAYROLL AND PAYROLL TAXES PAYABLE 10969 CAPITAL LEASE OBLIGATION 655 99032 1041048 -10561 -5011 -15572 1056620 1819169 1819169 2875789 978657 978657 1824180 1824180 2802837 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 2D INVESTMENT FEES -5,011 SCHEDULE D, PAGE 4, PART XI, LINE 4B CT HISTORIC TAX CREDIT 1,819,169 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES 5,011 LOAN ALLOWANCE CT HISTORIC CREDIT 1,819,169 true NORWICH HISTORICAL SOCIETY 69 EAST TOWN STREET NORWICH CT 06360 223858770 10000 HISTORIC PRESERVATIO NOAH WEBSTER HOUSE INC 227 SOUTH MAIN ST WEST HARTFORD CT 06107 066075605 10000 HISTORIC PRESERVATIO BRISTOL HISTORICAL SOCIETY PO BOX 1393 BRISTOL CT 06011 237122055 10000 HISTORIC PRESERVATIO BEACON PRESERVATION INC 7 JUNIPER LANE NEW MILFORD CT 06776 141991558 9000 HISTORIC PRESERVATIO TEMPLE BETH ISRAEL PRESERVATION SOC 270 PLEASANT STREET 309 WATERTOWN MA 02472 320290686 9000 HISTORIC PRESERVATIO GAYLORD HOSPITAL 50 GAYLORD FARM RD WALLINGFORD CT 06492 060646649 9000 HISTORIC PRESERVATIO STATE GRANGE FOUNDATION 11 GRIFFIN ST SIMSBURY CT 06070 300712664 9000 HISTORIC PRESERVATIO DEEP RIVER HISTORICAL SOCIETY PO BOX 151 DEEP RIVER CT 06417 237425461 9000 HISTORIC PRESERVATIO WOOD MEMORIAL LIBRARY ASSOCIATION 18 RIVER STREET WOODSTOCK VT 05091 061011396 9000 HISTORIC PRESERVATIO FLANDERS NATURE CENTER & LAND TRUST 5 CHURCH HILL ROAD WOODBURY CT 06798 060791823 7665 HISTORIC PRESERVATIO FIRST CHURCH OF CHRIST 366 MAIN STREET OLD SAYBROOK CT 06475 15000 HISTORIC PRESERVATIO CHURCH OF THE GOOD SHEPHERD 155 WYLLYS STREET HARTFORD CT 06106 15000 HISTORIC PRESERVATIO FIRST CONGREGATIONAL CHURCH OF NORW 81 E TOWN STREET NORWICH CT 06360 15000 HISTORIC PRESERVATIO 13 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 INVESTMENT FEES -5,011 CT HISTORIC TAX CREDIT -1,819,169 INVESTMENT FEES 5,011 LOAN ALLOWANCE CT HISTORIC CREDIT 1,819,169 HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT 1867706 CTTRUSTHP