2020-08-14T06:52:06-07:00 2019-09-30 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990 2018-10-01 030281195 Preservation Trust of Vermont Inc PRES 8026586647 104 Church Street Burlington VT 05401 Elizabeth M Gamache Interim President & Authorized Tax 8026586647 2020-08-11 true William S Huckabay CPA P00154308 8028707086 50.252.240.121 2020-08-14 06:51:55 PD P F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 2018 2020-09-22 18:59:49Z Elizabeth M Gamache 104 Church Street Burlington VT 05401 3721222 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. 17 17 6 30 0 0 1758345 1556511 17646 73686 80697 208290 24664 31247 1881352 1869734 592111 504837 0 0 427045 416526 0 0 74784 682401 1333790 1701557 2255153 179795 -385419 9435930 9046034 487072 298502 8948858 8747532 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 545224 504837 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. 1513592 0 73686 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. 2058816 true true false true false false true true false true true false true true true true false false false false false false false false true false false true false true false false false false false false false false true false false false false true true true true false true 25 0 true 6 true false false false false false true true false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true false false VT X X Linda Markin 8026586647 104 Church Street Burlington VT 05401 Paul Bruhn Executive Director 40.00 X 125528 0 42201 Neale Lunderville Chair 3.00 X X 0 0 0 Lyssa Papazian Vice Chair 3.00 X X 0 0 0 Michael Newbold Treasurer 3.00 X X 0 0 0 Ina Smith Secretary 3.00 X X 0 0 0 Jacqueline Allen Director 3.00 X 0 0 0 Fred Bay Director 3.00 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 Kevin Fitzgerald Director 3.00 X 0 0 0 Elizabeth Gamache Director 3.00 X 0 0 0 Jaime Lee 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 Jeff Stewart Director 3.00 X 0 0 0 David Taplin Director 3.00 X 0 0 0 Emily Wadhams Director 3.00 X 0 0 0 125528 0 42201 1 false true false Polich Tallix Inc 453 State Route 17K Rock Tavern NY 12575 Fine Art Foundry Services 115000 1 0 0 4577 0 33371 1518563 38537 1556511 Conference & Retreat Fees 611699 46661 0 0 Mgmt. Fee from 501(c)(2) Affiliate 900099 15000 0 0 Other Exempt Function Income 900099 12025 0 0 73686 117162 0 117162 0 0 0 0 0 0 0 0 1914938 11990 1818800 17000 96138 -5010 91128 0 0 91128 31793 4577 6810 24983 0 24983 12800 8878 3922 3922 Miscellaneous Income 900099 2342 0 0 2342 2342 1869734 73686 0 239537 502087 502087 2750 2750 0 0 0 0 152813 106969 15281 30563 0 0 0 0 220068 177554 19579 22935 6499 5247 578 674 9661 6763 966 1932 27485 21214 2545 3726 0 0 0 0 32965 32965 0 0 35670 11775 23895 0 15000 15000 0 0 0 0 28602 0 28602 0 415949 414169 1780 0 0 0 0 0 23444 11422 5076 6946 9798 7563 907 1328 0 0 0 0 56848 50097 4726 2025 17056 15629 476 951 0 0 0 0 68621 57164 10659 798 5648 5648 0 0 511893 511893 0 0 89338 86205 1253 1880 16432 12450 3028 954 Dues & subscriptions 3841 3841 0 0 Bank charges 2153 0 2153 0 Miscellaneous expenses 532 411 49 72 2255153 2058816 121553 74784 6873 49233 1080904 1377218 104593 43021 479258 153432 341078 325826 4628652 4526470 2505212 2516827 768618 207439 9435930 9046034 319113 295306 24000 1000 143959 2196 487072 298502 X 4255159 3989887 2106579 2150525 2587120 2607120 8948858 8747532 9435930 9046034 X -385419 179202 4891 X true X false true false X 0 1561107 1592417 2171899 1758345 1556511 8640279 0 0 1561107 1592417 2171899 1758345 1556511 8640279 1945729 6694550 83026 84210 81569 96972 117162 462939 0 0 0 24210 28905 53115 0 0 1588 454 2342 4384 9160717 596213 0.73080 0.72100 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Miscellaneous Income 2014: 0. 2015: 0. 2016: 1588. 2017: 454. 2018: 2342. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 15000 15000 2240153 2255153 262758 65690 0 0 198592 282571 235078 262758 978999 1468499 0 25225 15000 15000 55225 49648 70643 58770 65690 244751 367127 0 0 0 0 0 X X 73 334.70 22 0 0 1 true 730.00 24810 true 0 1569774 X X X X Lease to Non-Profit Museum Operator false 2515620 87000 0 2602620 2302191 213429 0 2515620 2262234 39957 0 2302191 2164234 98000 0 2262234 1990575 173659 0 2164234 0.00000 1.00000 0.00000 false false 12000 0 12000 395548 0 101423 294125 0 0 0 0 17950 30940 45163 3727 0 22820 6846 15974 325826 Museum collections (net of $187,931 A/D) 1569774 C Museum real property (net of $86,238 Accum. Depr.) 847053 C Investment in Preservation-Related LLC 100000 C 2516827 Interest-free loan/advances to Preservation Realty Holdings, Inc. 0 Deferred compensation assets 0 Beneficial interest in assets held by others 80939 Beneficial interest in charitable remainder trust 126500 207439 Retirement plan liability 2196 Deferred compensation liability 0 2196 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) $403,200 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) $647,500 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $299,017 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. Silent Auction #1 25705 4577 21128 0 0 0 0 0 6810 Silent Auction #2 10665 0 10665 0 0 0 0 0 0 36370 4577 31793 0 0 0 0 0 6810 6810 24983 true Albany Community Trust PO Box 509 Albany VT 05820 824708126 501(c)(3) 41031 0 Preservation Alice M Ward Memorial Library 27 Park Street Canaan VT 05903 030225351 501(c)(3) 7000 0 Preservation Calais Memorial Hall Association PO Box 25 East Calais VT 05650 831065910 501(c)(3) 19433 0 Preservation East Calais Community Trust PO Box 14 East Calais VT 05650 844740090 501(c)(3) 6500 0 Preservation Vermont Marble Musuem POBox 637 Proctor VT 05765 464612220 501(c)(3) 12824 0 Preservation The Circus Barn Inc One Circus Road Greensboro VT 05841 237352665 501(c)(3) 50000 0 Preservation Orleans County Courthouse 217 Main Street Newport VT 05855 000000000 501(c)(3) 50000 0 Preservation Fairbanks Museum & Planetarium 1302 Main Street Saint Johnsbury VT 05819 030184732 501(c)(3) 50500 0 Preservation Housing Vermont 100 Bank Street 400 Burlington VT 05401 030315075 501(c)(3) 50000 0 Preservation Rupert Village Trust Inc PO Box 45 Rupert VT 05768 831422982 501(c)(3) 170500 0 Preservation 10 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. false true false false false false false false false Paul Bruhn 107028 0 0 0 18500 0 42201 0 0 0 167729 0 0 0 Pt I Line 4b Preservation Trust of Vermont has established a "Non-Qualified Section 457 Tandem Deferred Compensation Plan" to benefit its long-time Executive Director. Amounts included in Part II, Column (C) include $24,000 in Section 457(f) deferred compensation, $3,213 in SIMPLE matching contributions and $14,988 in current year earnings on deferred compensation plan assets. X 6 38537 Average Share Price 0 false false false Pt XI Line 9 / Other Changes: Net change in beneficial interest in assets held by others ($609 current year loss) plus net change in beneficial interest in charitable remainder trust ($5,500 current year gain). 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. 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 true false false Preservation Realty Holdings Inc b 511893 Cash / Debt Forgiveness Preservation Realty Holdings Inc q 15000 FMV