2019-08-15T06:06:21-07:00 2018-09-30 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990 2017-10-01 030281195 Preservation Trust of Vermont Inc PRES 8026586647 104 Church Street Burlington VT 05401 PAUL BRUHN EXECUTIVE DIRECTOR & AUTHORIZED TAX 8026586647 2019-08-15 true WILLIAM S HUCKABAY CPA P00154308 8028707086 50.252.240.121 2019-08-15 06:06:17 PD P EA447F3804465B63D31BBF9D60E38D31A15B3A1C 829D1C76675987D0D3B1B81037E1F6D912D87C80 2017 2019-02-21 02:37:17Z PAUL BRUHN 104 Church Street Burlington VT 05401 4041660 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. 15 15 7 75 0 2171899 1758345 275659 17646 220411 80697 30616 24664 2698585 1881352 583938 592111 0 407009 427045 0 76290 1660464 682401 2651411 1701557 47174 179795 8996715 9435930 587799 487072 8408916 8948858 To initiate, stimulate, and assist false false 639480 592111 "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. 860459 17646 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. 1499939 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 26 0 true 7 true false false false false false true true false false false false X 15 15 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 125736 0 33970 NEALE LUNDERVILLE President 3.00 X X 0 0 0 LYSSA PAPAZIAN Vice-President 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 WILLIAM POLK Former Assistant Treasurer (Non-Voting) 15.00 X 21000 0 0 JACQUELINE ALLEN Director 3.00 X 0 0 0 FRED BAY 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 JAIME LEE Director 3.00 X 0 0 0 RICHARD SAUNDERS 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 LINDA MARKIN Finance Officer 8.00 X 10750 0 0 157486 33970 1 false true false 0 4169 73567 1680609 179683 1758345 Conference & Retreat Fees 611699 1646 Mgmt. Fee from 501(c)(2) Affiliate 900099 15000 Easement Income 531390 1000 17646 96972 96972 2133395 2149670 -16275 -16275 -16275 22148 4169 4471 17677 17677 12700 6167 6533 6533 Miscellaneous Income 900099 454 454 454 1881352 17646 105361 587481 587481 4630 4630 0 0 0 0 185967 123464 32022 30481 0 0 0 0 202879 160741 19316 22822 5924 4699 564 661 5782 4048 578 1156 26493 20145 2566 3782 0 0 0 0 26424 26424 0 0 14020 0 14020 0 15000 15000 0 0 0 0 28143 0 28143 0 237555 227892 7442 2221 0 0 0 0 17700 8870 5596 3234 10010 7611 970 1429 0 0 0 0 82228 75783 4454 1991 20388 18144 748 1496 0 0 0 0 48202 48202 0 0 5779 5779 0 0 55800 55800 0 0 85367 82357 1204 1806 18689 14275 3317 1097 Printing & publications 7732 1918 2176 3638 Bank charges 1921 0 1921 0 Dues & subscriptions 3094 3094 0 0 4349 3582 291 476 1701557 1499939 125328 76290 60754 6873 923545 1080904 31856 104593 476558 135480 334308 341078 4339578 4628652 2590623 2505212 716051 768618 8996715 9435930 472790 319113 20000 24000 95009 143959 587799 487072 X 4299993 4255159 1735232 2106579 2373691 2587120 8408916 8948858 8996715 9435930 X 179795 349077 11070 X true X false true false X 1236543 1561107 1592417 2171899 1758345 8320311 1236543 1561107 1592417 2171899 1758345 8320311 1994050 6326261 82379 83026 84210 81569 96972 428156 24210 24210 1588 454 2042 8774719 671279 0.72100 0.74590 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: Miscellaneous Income 2013: 0. 2014: 0. 2015: 0. 2016: 1588. 2017: 454. 0 15000 15000 1686557 1701557 235078 58770 236184 198592 282571 235078 952425 1428638 15240 25225 15000 55465 59046 49648 70643 58770 238107 357161 X X 71 311.5 21 0 0 1 true 750 23121 true 1613716 X X X X Lease to Non-Profit Museum Operator false 2302191 213429 2515620 2262234 39957 2302191 2164234 98000 2262234 1990575 173659 2164234 1900825 89750 1990575 0.00000 1.00000 0.00000 false false 12000 12000 395548 91280 304268 17950 28240 41918 4272 22820 2282 20538 341078 Museum collections (net of $143,989 A/D) 1613716 C Museum real property (net of $58,798) Accum Depr) 874496 C Land acquired for Preservation 17000 C 2505212 Interest-free loan/advances to Preservation Realty Holdings, Inc. 420832 Deferred compensation assets 141227 Beneficial interest in assets held by others 85559 Beneficial interest in charitable remainder trust 121000 768618 Retirement plan liability 2732 Deferred compensation liability 141227 143959 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) $575,500 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $284,017 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 26317 4169 22148 2030 2441 26317 4169 22148 2030 2441 4471 17677 true Albany Community Trust PO Box 509 Albany VT 05820 824708126 501(c)(3) 95230 Preservation Alice M Ward Memorial Library 27 Park Street Canaan VT 05903 030225351 501(c)(3) 7000 Preservation Calais Memorial Hall Association PO Box 25 East Calais VT 05650 000000000 501(c)(3) 5860 Preservation Northeast Kingdom Tasting Center LLC 150 Main Street Newport VT 05855 452850651 N/A 8535 Preservation Vermont Marble Musuem POBox 637 Proctor VT 05765 464612220 501(c)(3) 66118 Preservation Vermont Natural Resources Council 9 Bailey Avenue Montpelier VT 05602 030223731 501(c)(3) 13858 Preservation City of Newport Vermont 222 Main Street Newport VT 05855 036000595 501(c)(3) 10000 Preservation Dailey Memorial Library One Junior High Drive Danville VT 05828 030222961 501(c)(3) 50000 Preservation The First Congregational Church of Manchester PO Box 588 Manchester VT 05254 036007170 501(c)(3) 15000 Preservation Rupert Village Trust Inc PO Box 45 Rupert VT 05768 831422982 501(c)(3) 6250 Preservation Saint Johnsbury Academy 1000 Main Street Saint Johnsbury VT 05819 030181215 501(c)(3) 50000 Preservation St Mary Star of the Sea PO Box 25 East Calais VT 05650 454077668 501(c)(3) 32932 Preservation Stone Valley Arts Inc 145 East Main Street Poultney VT 05764 463586462 501(c)(3) 500 123648 Net Book Value Real Property Preservation Town of Wheelock Vermont PO Box 1328 Wheelock VT 05851 030240133 501(c)(3) 50000 Preservation St Johnsbury UCC 1325 Main Street Saint Johnsbury VT 05819 811200747 501(c)(3) 37035 Preservation 14 1 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. X X X X false true false false false false false false false PAUL BRUHN 107736 18000 33970 159706 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, $3,216 in SIMPLE matching contributions and $6,754 in current year earnings on deferred compensation plan assets. X 11 179683 Average Share Price false false false Pt XI Line 9 / Other Changes: Net change in beneficial interest in assets held by others ($5,870 current year gain) plus net change in beneficial interest in charitable remainder trust ($5,200 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 true false false false false false false false false false false false false true false false Preservation Realty Holdings Inc b 55800 Cash Preservation Realty Holdings Inc d 420832 Cash Preservation Realty Holdings Inc q 15000 FMV