2019-12-30T13:30:51-06:00 2019-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2018-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DIRECTOR 2035626312 2019-12-16 true THOMAS D ROY P00292134 8607215786 2019-12-16 98.172.163.14 2019-12-30 13:30:51 CS P B1E955ACCE7E1A8A71990EFA8899AEF2673DD7BC 1F6867DF0B9C98BBB4AC451451802773AE7E3285 2018 2020-09-23 17:36:50Z JANE MONTANARO 940 WHITNEY AVENUE HAMDEN CT 06517 1061165 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 23 23 9 35 10817 1507383 972295 139148 67861 8762 5542 8710 10817 1664003 1056515 253620 252426 0 673793 530302 0 122398 405783 302936 1333196 1085664 330807 -29149 2089929 2075084 434631 440132 1655298 1634952 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 823524 252426 78678 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. 823524 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 0 0 true 9 true true true false false false false false false false false false false false X 23 23 false false true 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 SARA BRONIN CHAIRMAN 2.00 X X 0 0 0 MARY CATHERINE CURRAN BOARD MEMBER 2.00 X 0 0 0 JEREMY FROST BOARD MEMBER 2.00 X 0 0 0 ED GERBER BOARD MEMBER 2.00 X 0 0 0 ELLEN GOULD BOARD MEMBER 2.00 X 0 0 0 HENRY GRIGGS BOARD MEMBER 2.00 X 0 0 0 GARRETT HEHER BOARD MEMBER 2.00 X 0 0 0 CHARLES E JANSON BOARD MEMBER 2.00 X 0 0 0 CHRISTINA SMITH BOARD MEMBER 2.00 X 0 0 0 GARRY LEONARD BOARD MEMBER 2.00 X 0 0 0 ROBERT TIERNEY BOARD MEMBER 2.00 X 0 0 0 TOM NISSLEY TREASURER 2.00 X X 0 0 0 CATHY OSTEN BOARD MEMBER 2.00 X 0 0 0 CRISTINA AGUIRE-ROSS BOARD MEMBER 2.00 X 0 0 0 EDITH PESTANA BOARD MEMBER 2.00 X 0 0 0 ERICA POPICK KEVREKIAN BOARD MEMBER 2.00 X 0 0 0 CAROLINE SLOAT SECRETARY 2.00 X X 0 0 0 JOHN HARRINGTON BOARD MEMBER 2.00 X 0 0 0 ELAINE B STILES BOARD MEMBER 2.00 X 0 0 0 PETER STOCKMAN BOARD MEMBER 2.00 X 0 0 0 GREG WATERMAN BOARD MEMBER 2.00 X 0 0 0 OLIVIA WHITE BOARD MEMBER 2.00 X 0 0 0 RICHARD WIES VICE CHAIRMA 2.00 X X 0 0 0 JANE MONTANARO EXECUTIVE DI 40.00 X 85000 0 1600 85000 1600 false false false 52314 6207 603200 310574 972295 OTHER PROGRAM INCOME 51697 51697 PROGRAM SERVICE FEES 13664 13664 PROGRAM LOAN INTEREST 2500 2500 67861 5542 5542 4650 6207 4650 NEWSLETTER 541800 10817 10817 10817 1056515 67861 10817 5542 252426 252426 94600 74554 5913 14133 348193 274425 21740 52028 2969 2339 186 444 44284 34901 2768 6615 40256 30083 4026 6147 33675 9300 24375 15500 15500 79586 35950 7436 36200 46614 13028 33441 145 17522 13809 1095 2618 3606 869 2737 19538 19020 179 339 3067 2425 642 6554 6554 15453 12179 966 2308 9514 7498 595 1421 BAD DEBT EXPENSE 26324 26324 READERSHIP COSTS 21175 21175 PROPERTY MAINTENANCE 3664 2899 765 PROFESSIONAL DEVELOPMENT 1144 1144 1085664 823524 139742 122398 71029 77298 1454269 1350140 225000 61909 426 1500 27098 284930 6552 6058 522850 320141 217934 202709 87012 90160 609 380 2089929 2075084 25225 21675 161455 134437 82133 80621 165818 203399 434631 440132 X 1408383 1386037 246915 248915 1655298 1634952 2089929 2075084 -29149 8803 X false true X true false X 2594498 1549302 1443725 1507383 972295 8067203 2594498 1549302 1443725 1507383 972295 8067203 1199349 6867854 1162 2587 1848 5028 5542 16167 7311 3670 10981 8094351 667259 0.84850 0.84930 X PART II, LINE 10 PUBLICATION SALES 10,981 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 15500 false false 15500 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 34 83.49 34 10 1 false 141.00 7050 false 371785 4246 376031 0.99470 0.00530 false false 500911 301858 199053 21939 18283 3656 202709 REFUNDABLE ADVANCES 107635 PAYROLL AND PAYROLL TAXES PAYABLE 94046 CAPITAL LEASE OBLIGATION 1718 203399 1065318 8803 8803 1056515 1056515 1085664 1085664 1085664 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. true ADAM STANTON MUSEUM & GENERAL STORE 63 EAST MAIN STREET CLINTON CT 06413 7500 HISTORIC PRESERVATIO ELLSWORTH MEMORIAL ASSOCIATION INC 778 PALISADO AVENUE WINDSOR CT 06095 066038886 10000 HISTORIC PRESERVATIO WHITNEYVILLE CULTURAL COMMONS 1825 WHITNEY AVENUE HAMDEN CT 06517 475322239 14726 HISTORIC PRESERVATIO HARRIET BEECHER STOWE CENTER 77 FOREST STREET HARTFORD CT 06105 066042822 10000 HISTORIC PRESERVATIO MARK TWAIN HOUSE 351 FARMINGTON AVENUE HARTFORD CT 06105 060685118 10000 HISTORIC PRESERVATIO KENT LAND TRUST PO BOX 888 KENT CT 06757 061257251 10000 HISTORIC PRESERVATIO JOSHUA'S TRUST 624 WORMWOOD HILL ROAD MANSFIELD CENTER CT 06250 10000 HISTORIC PRESERVATIO NEW HAVEM MUSEUM 114 WHITNEY AVENUE NEW HAVEN CT 06510 060646762 10000 HISTORIC PRESERVATIO THE NEW MILFORD HISTORICAL SOCIETY 6 ASPETUCK AVENUE NEW MILFORD CT 06776 060670251 9200 HISTORIC PRESERVATIO PRESTON HISTORICAL SOCIETY 123 PARKS ROAD PRESTON CT 06365 061587551 10000 HISTORIC PRESERVATIO TORRINGTON LAND TRUST PO BOX 596 TORRINGTON CT 06790 6500 HISTORIC PRESERVATIO STRONG FAMILY FARM 274 WEST STREET VERNON CT 06066 462841985 9000 HISTORIC PRESERVATIO WATERFORD HISTORICAL SOCIETY 65 ROPE FERRY ROAD WATERFORD CT 06385 237193724 10000 HISTORIC PRESERVATIO FRIENDS OF LACHAT 106 GODFREY ROAD WESTON CT 06883 10000 HISTORIC PRESERVATIO WESTON HISTORICAL SOCIETY PO BOX 1092 WESTON CT 06883 066038732 10000 HISTORIC PRESERVATIO WINCHESTER HISTORICAL SOCIETY PO BOX 117 WINCHESTER CT 06094 066039538 10000 HISTORIC PRESERVATIO WEANTINOGUE HERITAGE LAND TRUST 5 MAPLE STREET KENT CT 06757 066082034 8000 HISTORIC PRESERVATIO THE INSTITUTE LIBRARY 847 CHAPEL STREET NEW HAVEN CT 06510 060646756 12500 HISTORIC PRESERVATIO SOUTH CHURCH 242 SALMON BROOK ST GRANBY CT 06035 15000 HISTORIC PRESERVATIO ST JUSTINST MICHAEL CHURCH 230 BLUE HILLS AVE HARTFORD HARTFORD CT 06112 10600 HISTORIC PRESERVATIO SOUTH CONGREGATIONAL CHURCH- 1ST BA 90 MAIN STREET NEW BRITAIN CT 06051 15000 HISTORIC PRESERVATIO 1ST CONGREGATIONAL CHURCH 543 CT-169 WOODSTOCK CT 06281 9400 HISTORIC PRESERVATIO 27 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 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. HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT 32663 CTTRUSTHP