FURP.ORG / PUBLIC DATA EXPLORER

CONNECTICUT TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CONNECTICUT TRUST FOR HISTORIC PRESERVATION (EIN 06-0979808)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-01-28
IRS object ID
201900289349300515
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-01-28T08:43:23-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061352068PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARNEY ROY AND GERROL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line135 COLD SPRING ROAD SUITE 111AddressLine1Txt
CityROCKY HILLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060673161ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060979808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CONNECTICUT TRUST FOR HISTORICBusinessNameLine1Txt
Business Name Line2PRESERVATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCONNBusinessNameControlTxt
Phone2035626312PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 WHITNEY AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE MONTANAROPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2035626312PhoneNum
Signature2019-01-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS D ROYPreparerPersonNm
PTINP00292134PTIN
Phone8607215786PhoneNum
Preparation2019-01-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.172.163.14IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-28IPDt
IP Tm08:43:23IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1F6867DF0B9C98BBB4AC451451802773AE7E3285AtSubmissionCreationDeviceId
At Submission Filing Device Id1F6867DF0B9C98BBB4AC451451802773AE7E3285AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJANE MONTANAROPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 WHITNEY AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,677,315GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CTTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionINTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$8,710TotalGrossUBIAmt
PY Contributions Grants$1,443,725PYContributionsGrantsAmt
CY Contributions Grants$1,507,383CYContributionsGrantsAmt
PY Program Service Revenue$103,467PYProgramServiceRevenueAmt
CY Program Service Revenue$139,148CYProgramServiceRevenueAmt
PY Investment Income$2,273PYInvestmentIncomeAmt
CY Investment Income$8,762CYInvestmentIncomeAmt
PY Other Revenue$3,035PYOtherRevenueAmt
CY Other Revenue$8,710CYOtherRevenueAmt
PY Total Revenue$1,552,500PYTotalRevenueAmt
CY Total Revenue$1,664,003CYTotalRevenueAmt
PY Grants And Similar Paid$325,076PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$253,620CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$591,692PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$673,793CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$108,390CYTotalFundraisingExpenseAmt
PY Other Expenses$430,639PYOtherExpensesAmt
CY Other Expenses$405,783CYOtherExpensesAmt
PY Total Expenses$1,347,407PYTotalExpensesAmt
CY Total Expenses$1,333,196CYTotalExpensesAmt
PY Revenues Less Expenses$205,093PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$330,807CYRevenuesLessExpensesAmt
Total Assets BOY$2,188,702TotalAssetsBOYAmt
Total Assets EOY$2,089,929TotalAssetsEOYAmt
Total Liabilities BOY$863,386TotalLiabilitiesBOYAmt
Total Liabilities EOY$434,631TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,325,316NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,655,298NetAssetsOrFundBalancesEOYAmt
MissionINTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,104,918ExpenseAmt
Grant$253,620GrantAmt
Revenue$147,858RevenueAmt
DescPRESERVATION 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$1,104,918TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document19IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANE MONTANAROPersonNm
Phone2035626312PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 WHITNEY AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06517ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CAROLINE SLOAT
BOARD MEMBER2.00Yes (X)$0$0$0
FRANK CHIARAMONTE
BOARD MEMBER2.00Yes (X)$0$0$0
MARY CATHERINE CURRAN
BOARD MEMBER2.00Yes (X)$0$0$0
MARGARET ANDERSON
BOARD MEMBER2.00Yes (X)$0$0$0
LESLIE KING
BOARD MEMBER2.00Yes (X)$0$0$0
JEREMY FROST
BOARD MEMBER2.00Yes (X)$0$0$0
THOMAS W NISSLEY
BOARD MEMBER2.00Yes (X)$0$0$0
MATTHEW PETERSON
BOARD MEMBER2.00Yes (X)$0$0$0
EDWARD W MUNSTER
TREASURER2.00Yes (X)$0$0$0Yes (X)
JEFFRY MUTHERSBAUGH
BOARD MEMBER2.00Yes (X)$0$0$0
MYRON STACHIW
BOARD MEMBER2.00Yes (X)$0$0$0
EDMUND SCHMIDT
BOARD MEMBER2.00Yes (X)$0$0$0
MARYE WAGNER
BOARD MEMBER2.00Yes (X)$0$0$0
CHARLES E JANSON
BOARD MEMBER2.00Yes (X)$0$0$0
EDITH PESTANA
SECRETARY2.00Yes (X)$0$0$0Yes (X)
JANE M GRANT
BOARD MEMBER2.00Yes (X)$0$0$0
JOHN B TOOMEY JR
BOARD MEMBER2.00Yes (X)$0$0$0
PETER STOCKMAN
BOARD MEMBER2.00Yes (X)$0$0$0
MARISA L TISDALE
BOARD MEMBER2.00Yes (X)$0$0$0
ROBERT SVENSK
BOARD MEMBER2.00Yes (X)$0$0$0
SARA BRONIN
VICE CHAIRMA2.00Yes (X)$0$0$0Yes (X)
HENRY GRIGGS
BOARD MEMBER2.00Yes (X)$0$0$0
ADRIENNE FARRAR HOUEL
BOARD MEMBER2.00Yes (X)$0$0$0
GARRY LEONARD
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
ERICA POPICK KEVREKIAN
BOARD MEMBER2.00Yes (X)$0$0$0
GARRET HEHER
BOARD MEMBER2.00Yes (X)$0$0$0
GREG WATERMAN
BOARD MEMBER2.00Yes (X)$0$0$0
RICHARD WIES
BOARD MEMBER2.00Yes (X)$0$0$0
ANNA WEBER
BOARD MEMBER2.00Yes (X)$0$0$0
ELLEN GOULD
BOARD MEMBER2.00Yes (X)$0$0$0
ELAINE STILES
BOARD MEMBER2.00Yes (X)$0$0$0
LYNN FRIEDMAN AC
BOARD MEMBER2.00Yes (X)$0$0$0
JANE MONTANARO
EXECUTIVE DI40.00$68,870$0$2,000Yes (X)
DANIEL MACKAY
OUTGOING EXE40.00$57,312$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$126,182TotalReportableCompFromOrgAmt
Total Other Compensation$2,000TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$55,555MembershipDuesAmt
Fundraising$6,113FundraisingAmt
Government Grants$721,684GovernmentGrantsAmt
All Other Contributions$724,031AllOtherContributionsAmt
Total Contributions$1,507,383TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER PROGRAM INCOME$91,029$91,029
PROGRAM SERVICE FEES$48,119$48,119
FieldValueIRS element (for citing)
Total Program Service Revenue$139,148TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,028TotalRevenueColumnAmt
Exclusion$5,028ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,016SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,282SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,734SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,734TotalRevenueColumnAmt
Exclusion$3,734ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,030FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,113ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,030FundraisingDirectExpensesAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNEWSLETTERDesc
Business541800BusinessCd
Total Revenue Column$8,710TotalRevenueColumnAmt
Unrelated Business Revenue$8,710UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,710OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,664,003TotalRevenueColumnAmt
Related Or Exempt Func Income$139,148RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,710UnrelatedBusinessRevenueAmt
Exclusion$8,762ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$253,620TotalAmt
Program Services$253,620ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$70,870TotalAmt
Program Services$57,164ProgramServicesAmt
Management And General$4,166ManagementAndGeneralAmt
Fundraising$9,540FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$426,941TotalAmt
Program Services$344,372ProgramServicesAmt
Management And General$25,097ManagementAndGeneralAmt
Fundraising$57,472FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,874TotalAmt
Program Services$6,351ProgramServicesAmt
Management And General$463ManagementAndGeneralAmt
Fundraising$1,060FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$131,633TotalAmt
Program Services$106,166ProgramServicesAmt
Management And General$7,742ManagementAndGeneralAmt
Fundraising$17,725FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,475TotalAmt
Program Services$29,338ProgramServicesAmt
Management And General$4,253ManagementAndGeneralAmt
Fundraising$2,884FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,317TotalAmt
Program Services$18,387ProgramServicesAmt
Management And General$3,930ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,018TotalAmt
Management And General$36,018ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$29,714TotalAmt
Program Services$20,000ProgramServicesAmt
Management And General$9,714ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$56,234TotalAmt
Program Services$48,336ProgramServicesAmt
Management And General$6,864ManagementAndGeneralAmt
Fundraising$1,034FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,191TotalAmt
Program Services$22,384ProgramServicesAmt
Management And General$9,344ManagementAndGeneralAmt
Fundraising$8,463FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,010TotalAmt
Program Services$28,237ProgramServicesAmt
Management And General$2,059ManagementAndGeneralAmt
Fundraising$4,714FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,467TotalAmt
Program Services$2,750ProgramServicesAmt
Management And General$2,717ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,739TotalAmt
Program Services$14,788ProgramServicesAmt
Fundraising$951FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,264TotalAmt
Program Services$1,194ProgramServicesAmt
Management And General$440ManagementAndGeneralAmt
Fundraising$630FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,186TotalAmt
Program Services$1,814ProgramServicesAmt
Management And General$4,372ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,570TotalAmt
Program Services$12,555ProgramServicesAmt
Management And General$917ManagementAndGeneralAmt
Fundraising$2,098FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,504TotalAmt
Program Services$10,890ProgramServicesAmt
Management And General$795ManagementAndGeneralAmt
Fundraising$1,819FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REVOLVING FUND$103,085$103,085
READERSHIP COSTS$20,895$20,895
PROPERTY MAINTENANCE$3,294$2,507$787
PROFESSIONAL DEVELOPMENT$295$85$210

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,333,196TotalAmt
Program Services$1,104,918ProgramServicesAmt
Management And General$119,888ManagementAndGeneralAmt
Fundraising$108,390FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$140,782BOYAmt
EOY$71,029EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,655,084BOYAmt
EOY$1,454,269EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,000BOYAmt
EOY$225,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,289BOYAmt
EOY$426EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$27,098EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,646BOYAmt
EOY$6,552EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$543,997LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$326,063LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$233,276BOYAmt
EOY$217,934EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$87,209BOYAmt
EOY$87,012EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,416BOYAmt
EOY$609EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,188,702BOYAmt
EOY$2,089,929EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,976BOYAmt
EOY$25,225EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$190,440BOYAmt
EOY$161,455EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$84,084BOYAmt
EOY$82,133EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$575,886BOYAmt
EOY$165,818EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$863,386BOYAmt
EOY$434,631EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,325,316BOYAmt
EOY$1,408,383EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$246,915EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,325,316BOYAmt
EOY$1,655,298EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,188,702BOYAmt
EOY$2,089,929EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$330,807ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$825NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,879,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,594,498CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,549,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,443,725CurrentTaxYearMinus1YearAmt
Current Tax Year$1,507,383CurrentTaxYearAmt
Total$8,974,575TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,879,667CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,594,498CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,549,302CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,443,725CurrentTaxYearMinus1YearAmt
Current Tax Year$1,507,383CurrentTaxYearAmt
Total$8,974,575TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,318,425SubstantialContributorsTotAmt
Public Support Total170$7,656,150PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,211CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,848CurrentTaxYearMinus1YearAmt
Current Tax Year$5,028CurrentTaxYearAmt
Total$11,836TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,560CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,311CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,035CurrentTaxYearMinus1YearAmt
Current Tax Year$8,710CurrentTaxYearAmt
Total$28,286TotalAmt
FieldValueIRS element (for citing)
Total Support$9,014,697TotalSupportAmt
Gross Receipts Rltd Activities$815,112GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84930PublicSupportCY170Pct
Public Support PY1700.85380PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationPUBLICATION SALES 28,286ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$29,714DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$29,714TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationDURING 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

FieldValueIRS element (for citing)
Historic Land AreaYes (X)HistoricLandAreaInd
Historic StructureYes (X)HistoricStructureInd
Total Easements30TotalEasementsCnt
Total Acreage83.49TotalAcreageCnt
Historic Structure Easements30HistoricStructureEasementsCnt
Historic Strctr Easements Aftr6HistoricStrctrEasementsAftrCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement141.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$7,050ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdfalseSection170hRqrStsfdInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$500,911OtherCostOrOtherBasisAmt
Depreciation$288,877DepreciationAmt
Book Value$212,034BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,086OtherCostOrOtherBasisAmt
Depreciation$37,186DepreciationAmt
Book Value$5,900BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$217,934TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED SIMPLE IRA EXPENSES$88,892
REFUNDABLE ADVANCES$60,186
PAYROLL AND PAYROLL TAXES PAYABLE$14,030
CAPITAL LEASE OBLIGATION$2,710
FieldValueIRS element (for citing)
Total Liability$165,818TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,663,178TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$825NetUnrealizedGainsInvstAmt
Revenue Not Reported-$825RevenueNotReportedAmt
Revenue Subtotal$1,664,003RevenueSubtotalAmt
Total Revenue Per Form990$1,664,003TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,333,196TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,333,196ExpensesSubtotalAmt
Total Expenses Per Form990$1,333,196TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 1, PART II, LINE 9FormAndLineReferenceDesc
ExplanationOVER 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.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1SPECIAL EVENTSEvent1Nm
Gross Receipts Event1$16,143GrossReceiptsEvent1Amt
Charitable Contri Event1$6,113CharitableContriEvent1Amt
Gross Revenue Event1$10,030GrossRevenueEvent1Amt
Other Direct Expenses Event1$10,030OtherDirectExpensesEvent1Amt
Gross Receipts Total$16,143GrossReceiptsTotalAmt
Charitable Contributions Tot$6,113CharitableContributionsTotAmt
Gross Revenue Total Events$10,030GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$10,030OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,030DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CANTON HISTORICAL SOCIETY
11 FRONT STCOLLINSVILLECT06019066085784$6,000HISTORIC PRESERVATIO
HISTORICAL SOCIETY OF EAST HARTFORD
PO BOX 380166EAST HARTFORDCT06138237079151$7,500HISTORIC PRESERVATIO
ENFIELD HISTORICAL SOCIETY
1387 ENFIELD STREETENFIELDCT06082066081391$12,000HISTORIC PRESERVATIO
HYLAND HOUSE MUSEUM
84 BOSTON STGUILFORDCT06437$12,000HISTORIC PRESERVATIO
THE DUDLEY FOUNDATION
2351 DURHAM RDGUILFORDCT06437061409967$12,000HISTORIC PRESERVATIO
CT AUDUBON SOCIETY
93 KENYON RDHAMPTONCT06247060653531$15,000HISTORIC PRESERVATIO
CEDAR HILL CEMETERY FOUNDATION
453 FAIRFIELD AVEHARTFORDCT06114060287595$6,500HISTORIC PRESERVATIO
LISBON HISTORICAL SOCIETY
1 NEWENT STREETLISBONCT06351510197314$10,000HISTORIC PRESERVATIO
JOSHUA'S TTACT CONSERVATION AND HIS
624 WORMWOOD HILL RDMANSFIELD CENTERCT06250066087579$15,000HISTORIC PRESERVATIO
THE ROCKFALL FOUNDATION
27 WASHINGTON STREETMIDDLETOWNCT06457066000700$12,000HISTORIC PRESERVATIO
THE DENISON SOCIETY
120 PEQUOTSEPOS RDMYSTICCT06355066044693$12,000HISTORIC PRESERVATIO
MYSTIC SEAPORT MUSEUM INC
75 GREENMANVILLE AVEMYSTICCT06355060653120$12,000HISTORIC PRESERVATIO
NEW HAVEN MUSEUM
114 WHITNEY AVENEW HAVENCT06510060646762$12,000HISTORIC PRESERVATIO
WEANTINOGE HERITAGE LAND TRUST
MERRYALL ROADNEW MILFORDCT06776066082034$10,000HISTORIC PRESERVATIO
OLD SAYBROOK HISTORICAL SOCIETY
350 MAIN STREETOLD SAYBROOKCT06475061013438$12,000HISTORIC PRESERVATIO
TORRINGTONHISTORICAL SOCIETY
192 MAIN STREETTORRINGTONCT06790060725798$12,000HISTORIC PRESERVATIO
UNITARIAN CHURCH
PO BOX 38 7 HARTFORD RDBROOKLYNCT06234066057102$10,000HISTORIC PRESERVATIO
LIBERTY CHRISTIAN CENTER INTERNATIO
23 VINE STREETHARTFORDCT06112131957221$10,000HISTORIC PRESERVATIO
MT GIDEON FAITH FELLOWSHIP
363 DIXWELL AVENUENEW HAVENCT06511$9,000HISTORIC PRESERVATIO
CANAAN BAPTIST
31 CONCORD STREETNORWALKCT06854061404144$10,000HISTORIC PRESERVATIO
FieldValueIRS element (for citing)
Total Other Org20TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE 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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE 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 12CINTERESTED 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 15ACOMPENSATION 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 15BCOMPENSATION 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 19THE 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

FieldValueIRS element (for citing)
Business Name Line1HISTORIC PROPERTIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 WHITNEY AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06517ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesHISTORICPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CTTRUSTHPBusinessNameLine1Txt