FURP.ORG / PUBLIC DATA EXPLORER

CONNECTICUT TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CONNECTICUT TRUST FOR HISTORIC PRESERVATION (EIN 06-0979808)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-04-15
IRS object ID
201831059349300003
Schema version
2016v3.1
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

FieldValueIRS element (for citing)
Return2018-04-15T13:20:00-04:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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 TitleINTERIM EXEC DIRECTPersonTitleTxt
Phone2035626312PhoneNum
Signature2018-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS D ROYPreparerPersonNm
PTINP00292134PTIN
Phone8607215786PhoneNum
Preparation2018-04-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id1F6867DF0B9C98BBB4AC451451802773AE7E3285AtSubmissionCreationDeviceId
At Submission Filing Device Id1F6867DF0B9C98BBB4AC451451802773AE7E3285AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$1,552,607GrossReceiptsAmt
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 Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$3,035TotalGrossUBIAmt
PY Contributions Grants$1,549,302PYContributionsGrantsAmt
CY Contributions Grants$1,443,725CYContributionsGrantsAmt
PY Program Service Revenue$149,175PYProgramServiceRevenueAmt
CY Program Service Revenue$103,467CYProgramServiceRevenueAmt
PY Investment Income$2,281PYInvestmentIncomeAmt
CY Investment Income$2,273CYInvestmentIncomeAmt
PY Other Revenue$3,670PYOtherRevenueAmt
CY Other Revenue$3,035CYOtherRevenueAmt
PY Total Revenue$1,704,428PYTotalRevenueAmt
CY Total Revenue$1,552,500CYTotalRevenueAmt
PY Grants And Similar Paid$821,763PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$325,076CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$571,962PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$591,692CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$209,974CYTotalFundraisingExpenseAmt
PY Other Expenses$384,404PYOtherExpensesAmt
CY Other Expenses$430,639CYOtherExpensesAmt
PY Total Expenses$1,778,129PYTotalExpensesAmt
CY Total Expenses$1,347,407CYTotalExpensesAmt
PY Revenues Less Expenses-$73,701PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$205,093CYRevenuesLessExpensesAmt
Total Assets BOY$2,193,374TotalAssetsBOYAmt
Total Assets EOY$2,188,702TotalAssetsEOYAmt
Total Liabilities BOY$1,073,082TotalLiabilitiesBOYAmt
Total Liabilities EOY$863,386TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,120,292NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,325,316NetAssetsOrFundBalancesEOYAmt
MissionINTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,002,424ExpenseAmt
Grant$325,076GrantAmt
Revenue$106,502RevenueAmt
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$1,002,424TotalProgramServiceExpensesAmt
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 ActivitiesfalseFundraisingActivitiesInd
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 Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8EmployeeCnt
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 Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
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 (33 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
SCOTT JACKSON
BOARD MEMBER2.00Yes (X)$0$0$0
MARY ANN HANDLEY
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
GEORGE SCHOELKOPF
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
DAMARIS WHITTAKER
BOARD MEMBER2.00Yes (X)$0$0$0
CHARLES E JANSON
CHAIRMAN2.00Yes (X)$0$0$0Yes (X)
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
BOARD MEMBER2.00Yes (X)$0$0$0
HENRY GRIGGS
BOARD MEMBER2.00Yes (X)$0$0$0
ADRIENNE FARRAR HOUEL
BOARD MEMBER2.00Yes (X)$0$0$0
GARRY LEONARD
VICE CHAIRMA2.00Yes (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
DANIEL MACKAY
EXEC. DIR.40.00$93,012$0$24,097Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$93,012TotalReportableCompFromOrgAmt
Total Other Compensation$24,097TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$79,085MembershipDuesAmt
Government Grants$978,844GovernmentGrantsAmt
All Other Contributions$385,796AllOtherContributionsAmt
Total Contributions$1,443,725TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM REIMBURSEMENTS$56,944$56,944
PROGRAM SERVICE FEES$46,523$46,523
FieldValueIRS element (for citing)
Total Program Service Revenue$103,467TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,848TotalRevenueColumnAmt
Exclusion$1,848ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$532SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$107SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$425SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$425TotalRevenueColumnAmt
Exclusion$425ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNEWSLETTERDesc
Business541800BusinessCd
Total Revenue Column$3,035TotalRevenueColumnAmt
Unrelated Business Revenue$3,035UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,035OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,552,500TotalRevenueColumnAmt
Related Or Exempt Func Income$103,467RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,035UnrelatedBusinessRevenueAmt
Exclusion$2,273ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$325,076TotalAmt
Program Services$325,076ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$119,694TotalAmt
Program Services$72,526ProgramServicesAmt
Management And General$13,322ManagementAndGeneralAmt
Fundraising$33,846FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$403,263TotalAmt
Program Services$244,346ProgramServicesAmt
Management And General$44,886ManagementAndGeneralAmt
Fundraising$114,031FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$405TotalAmt
Program Services$245ProgramServicesAmt
Management And General$45ManagementAndGeneralAmt
Fundraising$115FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$33,295TotalAmt
Program Services$20,175ProgramServicesAmt
Management And General$3,706ManagementAndGeneralAmt
Fundraising$9,414FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,035TotalAmt
Program Services$21,228ProgramServicesAmt
Management And General$3,900ManagementAndGeneralAmt
Fundraising$9,907FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,157TotalAmt
Program Services$4,157ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,417TotalAmt
Program Services$8,600ProgramServicesAmt
Management And General$14,817ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Program Services$28,000ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$131,991TotalAmt
Program Services$131,991ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,795TotalAmt
Program Services$14,863ProgramServicesAmt
Management And General$18,095ManagementAndGeneralAmt
Fundraising$7,837FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$83,246TotalAmt
Program Services$50,440ProgramServicesAmt
Management And General$9,266ManagementAndGeneralAmt
Fundraising$23,540FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,053TotalAmt
Program Services$3,583ProgramServicesAmt
Management And General$451ManagementAndGeneralAmt
Fundraising$19FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$33,367TotalAmt
Program Services$22,380ProgramServicesAmt
Management And General$10,326ManagementAndGeneralAmt
Fundraising$661FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,636TotalAmt
Program Services$5,211ProgramServicesAmt
Management And General$6,305ManagementAndGeneralAmt
Fundraising$1,120FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,158TotalAmt
Management And General$6,158ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,026TotalAmt
Program Services$9,105ProgramServicesAmt
Management And General$1,672ManagementAndGeneralAmt
Fundraising$4,249FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,788TotalAmt
Program Services$5,931ProgramServicesAmt
Management And General$1,089ManagementAndGeneralAmt
Fundraising$2,768FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
READERSHIP COSTS$24,751$24,751
PROPERTY MAINTENANCE$8,726$5,288$971$2,467
PROFESSIONAL DEVELOPMENT$4,528$4,528

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,347,407TotalAmt
Program Services$1,002,424ProgramServicesAmt
Management And General$135,009ManagementAndGeneralAmt
Fundraising$209,974FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$36,137BOYAmt
EOY$140,782EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,629,618BOYAmt
EOY$1,655,084EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$189,803BOYAmt
EOY$35,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,223BOYAmt
EOY$2,289EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,197BOYAmt
EOY$8,646EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$543,997LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$310,721LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$244,073BOYAmt
EOY$233,276EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$86,258BOYAmt
EOY$87,209EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,065BOYAmt
EOY$26,416EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,193,374BOYAmt
EOY$2,188,702EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,393BOYAmt
EOY$12,976EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$624,046BOYAmt
EOY$190,440EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$85,901BOYAmt
EOY$84,084EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$344,742BOYAmt
EOY$575,886EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,073,082BOYAmt
EOY$863,386EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,120,292BOYAmt
EOY$1,325,316EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,120,292BOYAmt
EOY$1,325,316EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,193,374BOYAmt
EOY$2,188,702EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$205,093ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$69NetUnrlzdGainsLossesInvstAmt
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$2,009,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,879,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,594,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,549,302CurrentTaxYearMinus1YearAmt
Current Tax Year$1,443,725CurrentTaxYearAmt
Total$9,476,824TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,009,632CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,879,667CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,594,498CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,549,302CurrentTaxYearMinus1YearAmt
Current Tax Year$1,443,725CurrentTaxYearAmt
Total$9,476,824TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,359,915SubstantialContributorsTotAmt
Public Support Total170$8,116,909PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,211CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,162CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,587CurrentTaxYearMinus1YearAmt
Current Tax Year$1,848CurrentTaxYearAmt
Total$9,792TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,590CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,670CurrentTaxYearMinus1YearAmt
Total$20,131TotalAmt
FieldValueIRS element (for citing)
Total Support$9,506,747TotalSupportAmt
Gross Receipts Rltd Activities$777,967GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85380PublicSupportCY170Pct
Public Support PY1700.99650PublicSupportPY170Pct
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 20,131ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$28,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$28,000TotalLobbyingExpendituresAmt
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$275,895DepreciationAmt
Book Value$225,016BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,086OtherCostOrOtherBasisAmt
Depreciation$34,826DepreciationAmt
Book Value$8,260BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$233,276TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
REFUNDABLE ADVANCES$549,645
PAYROLL AND PAYROLL TAXES PAYABLE$22,607
CAPITAL LEASE OBLIGATION$3,634
FieldValueIRS element (for citing)
Total Liability$575,886TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,552,431TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$69NetUnrealizedGainsInvstAmt
Revenue Not Reported-$69RevenueNotReportedAmt
Revenue Subtotal$1,552,500RevenueSubtotalAmt
Total Revenue Per Form990$1,552,500TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,347,407TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,347,407ExpensesSubtotalAmt
Total Expenses Per Form990$1,347,407TotalExpensesPerForm990Amt

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 I IRS990ScheduleI

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

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONNECTICUT SPORTS FOUNDATION
455 BOSTON POST RD SUITE 203BOLD SAYBROOKCT06475061240574$19,100HISTORIC PRESERVATIO
BACON ACADEMY
100 MAIN STREETCOLCHESTERCT06415061293258$10,000HISTORIC PRESERVATIO
ALLIANCE FOR LIVING
154 BROAD STREETNEW LONDONCT06320061245514$14,225HISTORIC PRESERVATIO
NEW LONDON MARITIME SOCIETY
150 BLAKE STREETNEW LONDONCT06320061086688$19,000HISTORIC PRESERVATIO
UNITED COMMUNITY AND FAMILY SERVICE
34 EAST TOWN STREETNORWICHCT06360060653142$10,000HISTORIC PRESERVATIO
RIVERSIDE CEMETERY ASSOCIATION
496 RIVERSIDE STREETWATERBURYCT06708060953488$14,250HISTORIC PRESERVATIO
WOODBURY CEMETERY ASSOCIATION
PO BOX 45WOODBURYCT06798060594909$6,600HISTORIC PRESERVATIO
MARK TWAIN HOUSE & MUSEUM
351 FARMINGTON AVEHARTFORDCT06105060685118$10,000HISTORIC PRESERVATIO
CT ANTIQUE MACHINERY
7 PEPPER POND RDSHERMANCT06784061090238$10,000HISTORIC PRESERVATIO
COMMUNITY FOUNDATION OF MIDDLESEX C
49 MAIN STREETMIDDLETOWNCT06457061477711$14,000HISTORIC PRESERVATIO
THE ROCKFALL FOUNDATION
27 WASHINGTON STREETMIDDLETOWNCT06457066000700$10,700HISTORIC PRESERVATIO
GROVE STREET CEMETERY
227 GROVE STREETNEW HAVENCT06511060468905$15,000HISTORIC PRESERVATIO
NEW HAVEN MUSEUM
114 WHITNEY AVENUENEW HAVENCT06510060646762$12,500HISTORIC PRESERVATIO
NEW LONDON LEDGE LIGHTHOUSE
PO BOX 855NEW LONDONCT06320222871326$10,000HISTORIC PRESERVATIO
CONNECTICUT SPORTS (CANCER) FOUNDAT
455 BOSTON POST RD 203BOLD SAYBROOKCT06475061240574$14,000HISTORIC PRESERVATIO
WINDHAM COUNTY 4-H
326 TAFT POND ROADPOMFRET CENTERCT06259066044157$5,325HISTORIC PRESERVATIO
PRESTON HISTORICAL SOCIETY
15 AMOS ROADPRESTONCT06365061587551$14,000HISTORIC PRESERVATIO
KEELER TAVERN PRESERVATION SOCIETY
132 MAIN STREETRIDGEFIELDCT06879066076244$14,000HISTORIC PRESERVATIO
STONINGTON VILLAGE IMPROVEMENT ASSO
107 WATER STREETSTONINGTONCT06378061259940$10,000HISTORIC PRESERVATIO
THE EUGENE O'NEILL THEATER CENTER
305 GREAT NECK ROADWATERFORDCT06385066070900$14,000HISTORIC PRESERVATIO
WILLINGTON HISTORICAL SOCIETY
PO BOX 214WILLINGTONCT06279237196503$8,975HISTORIC PRESERVATIO
LITTLE RED SCHOOLHOUSE ASSOCIATION
PO BOX 117WINCHESTER CENTERCT06094$15,000HISTORIC PRESERVATIO
FLANDERS NATURE CENTER & LAND TRUST
5 CHURCH STREETWOODBURYCT06798060791823$14,000HISTORIC PRESERVATIO
FIRST CONGREGATIONAL CHURCH OF CANT
PO BOX 133CANTON CENTERCT06020$9,046HISTORIC PRESERVATIO

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