CONNECTICUT TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT TRUST FOR HISTORIC PRESERVATION (EIN 06-0979808)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-30
- IRS object ID
- 202040079349300524
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-30T13:30:51-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061352068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEY ROY AND GERROL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 COLD SPRING ROAD SUITE 111 | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060673161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060979808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 2035626312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MONTANARO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2035626312 | PhoneNum |
| Signature | 2019-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS D ROY | PreparerPersonNm |
| PTIN | P00292134 | PTIN |
| Phone | 8607215786 | PhoneNum |
| Preparation | 2019-12-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.172.163.14 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-30 | IPDt |
| IP Tm | 13:30:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B1E955ACCE7E1A8A71990EFA8899AEF2673DD7BC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F6867DF0B9C98BBB4AC451451802773AE7E3285 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE MONTANARO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,061,165 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CTTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $10,817 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,507,383 | PYContributionsGrantsAmt |
| CY Contributions Grants | $972,295 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $139,148 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,861 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,762 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,710 | PYOtherRevenueAmt |
| CY Other Revenue | $10,817 | CYOtherRevenueAmt |
| PY Total Revenue | $1,664,003 | PYTotalRevenueAmt |
| CY Total Revenue | $1,056,515 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $253,620 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $252,426 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $673,793 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $530,302 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,398 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $405,783 | PYOtherExpensesAmt |
| CY Other Expenses | $302,936 | CYOtherExpensesAmt |
| PY Total Expenses | $1,333,196 | PYTotalExpensesAmt |
| CY Total Expenses | $1,085,664 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $330,807 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,149 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,089,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,075,084 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $434,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $440,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,655,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,634,952 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $823,524 | ExpenseAmt |
| Grant | $252,426 | GrantAmt |
| Revenue | $78,678 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $823,524 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MONTANARO | PersonNm |
| Phone | 2035626312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARA BRONIN | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY CATHERINE CURRAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY FROST | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ED GERBER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN GOULD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY GRIGGS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARRETT HEHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E JANSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA SMITH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARRY LEONARD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT TIERNEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM NISSLEY | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHY OSTEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CRISTINA AGUIRE-ROSS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDITH PESTANA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERICA POPICK KEVREKIAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINE SLOAT | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN HARRINGTON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELAINE B STILES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER STOCKMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG WATERMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| OLIVIA WHITE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD WIES | ||||||
| VICE CHAIRMA | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE MONTANARO | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $85,000 | $0 | $1,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,600 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $52,314 | MembershipDuesAmt |
| Fundraising | $6,207 | FundraisingAmt |
| Government Grants | $603,200 | GovernmentGrantsAmt |
| All Other Contributions | $310,574 | AllOtherContributionsAmt |
| Total Contributions | $972,295 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER PROGRAM INCOME | $51,697 | $51,697 |
| PROGRAM SERVICE FEES | $13,664 | $13,664 |
| PROGRAM LOAN INTEREST | $2,500 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,861 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,542 | TotalRevenueColumnAmt |
| Exclusion | $5,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,207 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,650 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEWSLETTER | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $10,817 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,817 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,817 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,056,515 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,861 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,817 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,542 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,426 | TotalAmt |
| Program Services | $252,426 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,600 | TotalAmt |
| Program Services | $74,554 | ProgramServicesAmt |
| Management And General | $5,913 | ManagementAndGeneralAmt |
| Fundraising | $14,133 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,193 | TotalAmt |
| Program Services | $274,425 | ProgramServicesAmt |
| Management And General | $21,740 | ManagementAndGeneralAmt |
| Fundraising | $52,028 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,969 | TotalAmt |
| Program Services | $2,339 | ProgramServicesAmt |
| Management And General | $186 | ManagementAndGeneralAmt |
| Fundraising | $444 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,284 | TotalAmt |
| Program Services | $34,901 | ProgramServicesAmt |
| Management And General | $2,768 | ManagementAndGeneralAmt |
| Fundraising | $6,615 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,256 | TotalAmt |
| Program Services | $30,083 | ProgramServicesAmt |
| Management And General | $4,026 | ManagementAndGeneralAmt |
| Fundraising | $6,147 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,675 | TotalAmt |
| Program Services | $9,300 | ProgramServicesAmt |
| Management And General | $24,375 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Program Services | $15,500 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,586 | TotalAmt |
| Program Services | $35,950 | ProgramServicesAmt |
| Management And General | $7,436 | ManagementAndGeneralAmt |
| Fundraising | $36,200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,614 | TotalAmt |
| Program Services | $13,028 | ProgramServicesAmt |
| Management And General | $33,441 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,522 | TotalAmt |
| Program Services | $13,809 | ProgramServicesAmt |
| Management And General | $1,095 | ManagementAndGeneralAmt |
| Fundraising | $2,618 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,606 | TotalAmt |
| Program Services | $869 | ProgramServicesAmt |
| Management And General | $2,737 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,538 | TotalAmt |
| Program Services | $19,020 | ProgramServicesAmt |
| Management And General | $179 | ManagementAndGeneralAmt |
| Fundraising | $339 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,067 | TotalAmt |
| Program Services | $2,425 | ProgramServicesAmt |
| Management And General | $642 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,554 | TotalAmt |
| Management And General | $6,554 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,453 | TotalAmt |
| Program Services | $12,179 | ProgramServicesAmt |
| Management And General | $966 | ManagementAndGeneralAmt |
| Fundraising | $2,308 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,514 | TotalAmt |
| Program Services | $7,498 | ProgramServicesAmt |
| Management And General | $595 | ManagementAndGeneralAmt |
| Fundraising | $1,421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $26,324 | $26,324 | |
| READERSHIP COSTS | $21,175 | $21,175 | |
| PROPERTY MAINTENANCE | $3,664 | $765 | $2,899 |
| PROFESSIONAL DEVELOPMENT | $1,144 | $1,144 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,664 | TotalAmt |
| Program Services | $823,524 | ProgramServicesAmt |
| Management And General | $139,742 | ManagementAndGeneralAmt |
| Fundraising | $122,398 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,029 | BOYAmt |
| EOY | $77,298 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454,269 | BOYAmt |
| EOY | $1,350,140 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $61,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,098 | BOYAmt |
| EOY | $284,930 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,552 | BOYAmt |
| EOY | $6,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $522,850 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $320,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,934 | BOYAmt |
| EOY | $202,709 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,012 | BOYAmt |
| EOY | $90,160 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609 | BOYAmt |
| EOY | $380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,089,929 | BOYAmt |
| EOY | $2,075,084 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,225 | BOYAmt |
| EOY | $21,675 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,455 | BOYAmt |
| EOY | $134,437 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,133 | BOYAmt |
| EOY | $80,621 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,818 | BOYAmt |
| EOY | $203,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,631 | BOYAmt |
| EOY | $440,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,408,383 | BOYAmt |
| EOY | $1,386,037 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,915 | BOYAmt |
| EOY | $248,915 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,298 | BOYAmt |
| EOY | $1,634,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,089,929 | BOYAmt |
| EOY | $2,075,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$29,149 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,803 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,594,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,549,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,443,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,507,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972,295 | CurrentTaxYearAmt |
| Total | $8,067,203 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,594,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,549,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,443,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,507,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $972,295 | CurrentTaxYearAmt |
| Total | $8,067,203 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,199,349 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,867,854 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,542 | CurrentTaxYearAmt |
| Total | $16,167 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,670 | CurrentTaxYearMinus3YearsAmt |
| Total | $10,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,094,351 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $667,259 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | PUBLICATION SALES 10,981 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $15,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $15,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 34 | TotalEasementsCnt |
| Total Acreage | 83.49 | TotalAcreageCnt |
| Historic Structure Easements | 34 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 10 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 141.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $7,050 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $371,785 | ContributionsAmt |
| Investment Earnings Or Losses | $4,246 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $376,031 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00530 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $301,858 | DepreciationAmt |
| Book Value | $199,053 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,283 | DepreciationAmt |
| Book Value | $3,656 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $202,709 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $107,635 |
| PAYROLL AND PAYROLL TAXES PAYABLE | $94,046 |
| CAPITAL LEASE OBLIGATION | $1,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $203,399 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,065,318 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,803 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,803 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,056,515 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,056,515 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,085,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,085,664 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,085,664 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|
| ADAM STANTON MUSEUM & GENERAL STORE | ||||||
| 63 EAST MAIN STREET | CLINTON | CT | 06413 | $7,500 | HISTORIC PRESERVATIO | |
| ELLSWORTH MEMORIAL ASSOCIATION INC | ||||||
| 778 PALISADO AVENUE | WINDSOR | CT | 06095 | $10,000 | HISTORIC PRESERVATIO | 066038886 |
| WHITNEYVILLE CULTURAL COMMONS | ||||||
| 1825 WHITNEY AVENUE | HAMDEN | CT | 06517 | $14,726 | HISTORIC PRESERVATIO | 475322239 |
| HARRIET BEECHER STOWE CENTER | ||||||
| 77 FOREST STREET | HARTFORD | CT | 06105 | $10,000 | HISTORIC PRESERVATIO | 066042822 |
| MARK TWAIN HOUSE | ||||||
| 351 FARMINGTON AVENUE | HARTFORD | CT | 06105 | $10,000 | HISTORIC PRESERVATIO | 060685118 |
| KENT LAND TRUST | ||||||
| PO BOX 888 | KENT | CT | 06757 | $10,000 | HISTORIC PRESERVATIO | 061257251 |
| JOSHUA'S TRUST | ||||||
| 624 WORMWOOD HILL ROAD | MANSFIELD CENTER | CT | 06250 | $10,000 | HISTORIC PRESERVATIO | |
| NEW HAVEM MUSEUM | ||||||
| 114 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | $10,000 | HISTORIC PRESERVATIO | 060646762 |
| THE NEW MILFORD HISTORICAL SOCIETY | ||||||
| 6 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | $9,200 | HISTORIC PRESERVATIO | 060670251 |
| PRESTON HISTORICAL SOCIETY | ||||||
| 123 PARKS ROAD | PRESTON | CT | 06365 | $10,000 | HISTORIC PRESERVATIO | 061587551 |
| TORRINGTON LAND TRUST | ||||||
| PO BOX 596 | TORRINGTON | CT | 06790 | $6,500 | HISTORIC PRESERVATIO | |
| STRONG FAMILY FARM | ||||||
| 274 WEST STREET | VERNON | CT | 06066 | $9,000 | HISTORIC PRESERVATIO | 462841985 |
| WATERFORD HISTORICAL SOCIETY | ||||||
| 65 ROPE FERRY ROAD | WATERFORD | CT | 06385 | $10,000 | HISTORIC PRESERVATIO | 237193724 |
| FRIENDS OF LACHAT | ||||||
| 106 GODFREY ROAD | WESTON | CT | 06883 | $10,000 | HISTORIC PRESERVATIO | |
| WESTON HISTORICAL SOCIETY | ||||||
| PO BOX 1092 | WESTON | CT | 06883 | $10,000 | HISTORIC PRESERVATIO | 066038732 |
| WINCHESTER HISTORICAL SOCIETY | ||||||
| PO BOX 117 | WINCHESTER | CT | 06094 | $10,000 | HISTORIC PRESERVATIO | 066039538 |
| WEANTINOGUE HERITAGE LAND TRUST | ||||||
| 5 MAPLE STREET | KENT | CT | 06757 | $8,000 | HISTORIC PRESERVATIO | 066082034 |
| THE INSTITUTE LIBRARY | ||||||
| 847 CHAPEL STREET | NEW HAVEN | CT | 06510 | $12,500 | HISTORIC PRESERVATIO | 060646756 |
| SOUTH CHURCH | ||||||
| 242 SALMON BROOK ST | GRANBY | CT | 06035 | $15,000 | HISTORIC PRESERVATIO | |
| ST JUSTINST MICHAEL CHURCH | ||||||
| 230 BLUE HILLS AVE HARTFORD | HARTFORD | CT | 06112 | $10,600 | HISTORIC PRESERVATIO | |
| SOUTH CONGREGATIONAL CHURCH- 1ST BA | ||||||
| 90 MAIN STREET | NEW BRITAIN | CT | 06051 | $15,000 | HISTORIC PRESERVATIO | |
| 1ST CONGREGATIONAL CHURCH | ||||||
| 543 CT-169 | WOODSTOCK | CT | 06281 | $9,400 | HISTORIC PRESERVATIO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 27 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 4 | CHANGES WERE MADE TO THE NUMBER OF TRUSTEES ON THE TRUST'S BOARD. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WHITNEY AVENUE | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HISTORIC | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $32,663 | TotalIncomeAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CTTRUSTHP | BusinessNameLine1Txt |