PRESERVATION TRUST OF VERMONT INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION TRUST OF VERMONT INC (EIN 03-0281195)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-02
- IRS object ID
- 201702149349301265
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-02T13:37:03-07:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030281195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Preservation Trust of Vermont Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 8026586647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Church Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BRUHN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8026586647 | PhoneNum |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S HUCKABAY CPA | PreparerPersonNm |
| Phone | 8028707086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL BRUHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Church Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,625,747 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ptvermont.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | To initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,561,107 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,592,417 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,029 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,751 | CYProgramServiceRevenueAmt |
| PY Investment Income | $145,089 | PYInvestmentIncomeAmt |
| CY Investment Income | $93,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,154 | PYOtherRevenueAmt |
| CY Other Revenue | $32,574 | CYOtherRevenueAmt |
| PY Total Revenue | $1,775,379 | PYTotalRevenueAmt |
| CY Total Revenue | $1,765,296 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $935,746 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $355,073 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $348,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $399,591 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $72,803 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $445,680 | PYOtherExpensesAmt |
| CY Other Expenses | $481,253 | CYOtherExpensesAmt |
| PY Total Expenses | $1,729,674 | PYTotalExpensesAmt |
| CY Total Expenses | $1,235,917 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $529,379 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,486,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,480,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $301,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $343,309 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,184,859 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,137,138 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To initiate, stimulate, and assist | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $410,118 | ExpenseAmt |
| Grant | $355,073 | GrantAmt |
| Desc | "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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $605,089 | ExpenseAmt |
| Revenue | $46,751 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,015,207 | 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 | Yes (true) | 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 | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 2 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Polk | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8026586647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Church Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| PAUL BRUHN | ||||||
| Executive Director | 40.00 | Yes (X) | $122,293 | $0 | $31,173 | |
| PETER BRINK | ||||||
| President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NEALE LUNDERVILLE | ||||||
| Vice-President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL NEWBOLD | ||||||
| Treasurer | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATIE BUCKLEY | ||||||
| Secretary | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM POLK | ||||||
| Assistant Treasurer (non-voting) | 15.00 | Yes (X) | $18,750 | $0 | $0 | |
| FRED BAY | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MARK BEAMS | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELE BESSETT | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| ANN COUSINS | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN FITZGERALD | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| JAIME LEE | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| LYSSA PAPAZIAN | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| JOSH PHILLIPS | ||||||
| Director | 3.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD SAUNDERS | ||||||
| Director | 3 | Yes (X) | ||||
| CHARLIE SINCERBEAUX | ||||||
| Director | 3 | Yes (X) | ||||
| INA SMITH | ||||||
| Director | 3 | Yes (X) | ||||
| DAVID TAPLIN | ||||||
| Director | 3 | Yes (X) | ||||
| EMILY WADHAMS | ||||||
| Director | 3 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,043 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $31,173 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,120 | FundraisingAmt |
| Government Grants | $58,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,533,297 | AllOtherContributionsAmt |
| Noncash Contributions | $343,113 | NoncashContributionsAmt |
| Total Contributions | $1,592,417 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Conference & Retreat Fees | 611600 | $29,651 |
| Mgmt. Fee to 501(c)(2) Affiliate | 900099 | $15,000 |
| Other Exempt Function Income | 900099 | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,751 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,210 | TotalRevenueColumnAmt |
| Exclusion | $84,210 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,856,858 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,847,514 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,344 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,344 | TotalRevenueColumnAmt |
| Exclusion | $9,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,011 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,120 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,683 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,328 | TotalRevenueColumnAmt |
| Exclusion | $19,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $23,500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $10,254 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,246 | TotalRevenueColumnAmt |
| Exclusion | $13,246 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,765,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,751 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $126,128 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,073 | TotalAmt |
| Program Services | $328,073 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,793 | TotalAmt |
| Program Services | $116,055 | ProgramServicesAmt |
| Management And General | $25,579 | ManagementAndGeneralAmt |
| Fundraising | $30,159 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,902 | TotalAmt |
| Program Services | $157,627 | ProgramServicesAmt |
| Management And General | $18,712 | ManagementAndGeneralAmt |
| Fundraising | $22,563 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,140 | TotalAmt |
| Program Services | $2,579 | ProgramServicesAmt |
| Management And General | $290 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,756 | TotalAmt |
| Program Services | $19,590 | ProgramServicesAmt |
| Management And General | $2,476 | ManagementAndGeneralAmt |
| Fundraising | $3,690 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,554 | TotalAmt |
| Program Services | $46,757 | ProgramServicesAmt |
| Management And General | $3,797 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,758 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $27,758 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,983 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22,983 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,894 | TotalAmt |
| Program Services | $82,576 | ProgramServicesAmt |
| Management And General | $17,852 | ManagementAndGeneralAmt |
| Fundraising | $1,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,714 | TotalAmt |
| Program Services | $11,304 | ProgramServicesAmt |
| Management And General | $4,245 | ManagementAndGeneralAmt |
| Fundraising | $3,165 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,552 | TotalAmt |
| Program Services | $4,982 | ProgramServicesAmt |
| Management And General | $630 | ManagementAndGeneralAmt |
| Fundraising | $940 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,991 | TotalAmt |
| Program Services | $25,785 | ProgramServicesAmt |
| Management And General | $4,344 | ManagementAndGeneralAmt |
| Fundraising | $1,862 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,636 | TotalAmt |
| Program Services | $27,916 | ProgramServicesAmt |
| Management And General | $1,573 | ManagementAndGeneralAmt |
| Fundraising | $3,147 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,560 | TotalAmt |
| Program Services | $35,973 | ProgramServicesAmt |
| Management And General | $10,297 | ManagementAndGeneralAmt |
| Fundraising | $1,290 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,061 | TotalAmt |
| Program Services | $6,061 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,800 | TotalAmt |
| Program Services | $32,800 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,134 | TotalAmt |
| Program Services | $74,480 | ProgramServicesAmt |
| Management And General | $1,062 | ManagementAndGeneralAmt |
| Fundraising | $1,592 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,644 | TotalAmt |
| Program Services | $6,665 | ProgramServicesAmt |
| Management And General | $2,359 | ManagementAndGeneralAmt |
| Fundraising | $620 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing & publications | $6,814 | $3,429 | $1,718 | $1,667 |
| Bank charges | $1,983 | $0 | $1,983 | $0 |
| Dues & subscriptions | $3,486 | $3,486 | $0 | $0 |
| Other expenses | $2,689 | $2,069 | $249 | $371 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,235,917 | TotalAmt |
| Program Services | $1,015,207 | ProgramServicesAmt |
| Management And General | $147,907 | ManagementAndGeneralAmt |
| Fundraising | $72,803 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,548 | BOYAmt |
| EOY | $29,246 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,548 | BOYAmt |
| EOY | $1,126,457 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $73,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $469,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,681 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,819 | BOYAmt |
| EOY | $351,197 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,152,116 | BOYAmt |
| EOY | $3,820,085 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,548 | BOYAmt |
| EOY | $2,291,299 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,181 | BOYAmt |
| EOY | $788,926 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,486,760 | BOYAmt |
| EOY | $8,480,447 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,770 | BOYAmt |
| EOY | $276,341 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,131 | BOYAmt |
| EOY | $46,968 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,901 | BOYAmt |
| EOY | $343,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,557,514 | BOYAmt |
| EOY | $4,161,706 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,463,111 | BOYAmt |
| EOY | $1,638,198 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,164,234 | BOYAmt |
| EOY | $2,337,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,184,859 | BOYAmt |
| EOY | $8,137,138 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,486,760 | BOYAmt |
| EOY | $8,480,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $529,379 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $417,243 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$7,073 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $12,730 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 | $2,483,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,722,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,236,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,561,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,592,417 | CurrentTaxYearAmt |
| Total | $8,596,103 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,483,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,722,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,236,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,561,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,592,417 | CurrentTaxYearAmt |
| Total | $8,596,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,017,294 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,578,809 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,210 | CurrentTaxYearAmt |
| Total | $402,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,998,742 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $453,595 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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) |
|---|---|---|
| Volunteer Hours | 0 | VolunteerHoursCnt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,235,917 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,235,917 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $198,592 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,648 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $239,790 | CurrentYearMinus3Amt |
| Current Year Minus2 | $221,576 | CurrentYearMinus2Amt |
| Current Year Minus1 | $236,184 | CurrentYearMinus1Amt |
| Current Year | $198,592 | CurrentYearAmt |
| Total | $896,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,344,213 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,515 | CurrentYearMinus2Amt |
| Current Year Minus1 | $15,240 | CurrentYearMinus1Amt |
| Total | $45,755 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $59,948 | CurrentYearMinus3Amt |
| Current Year Minus2 | $55,394 | CurrentYearMinus2Amt |
| Current Year Minus1 | $59,046 | CurrentYearMinus1Amt |
| Current Year | $49,648 | CurrentYearAmt |
| Total | $224,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $336,054 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 70 | TotalEasementsCnt |
| Total Acreage | 311.2 | TotalAcreageCnt |
| Historic Structure Easements | 21 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 700 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $21,700 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $81,375 | RevenuesIncludedAmt |
| Assets Included | $1,701,602 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Lease to Non-Profit Museum Operator | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,164,234 | BeginningYearBalanceAmt |
| Contributions | $98,000 | ContributionsAmt |
| End Year Balance | $2,262,234 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,990,575 | BeginningYearBalanceAmt |
| Contributions | $173,659 | ContributionsAmt |
| End Year Balance | $2,164,234 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,900,825 | BeginningYearBalanceAmt |
| Contributions | $89,750 | ContributionsAmt |
| End Year Balance | $1,990,575 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,813,825 | BeginningYearBalanceAmt |
| Contributions | $87,000 | ContributionsAmt |
| End Year Balance | $1,900,825 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,661,625 | BeginningYearBalanceAmt |
| Contributions | $152,200 | ContributionsAmt |
| End Year Balance | $1,813,825 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $395,548 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $70,996 | DepreciationAmt |
| Book Value | $324,552 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,950 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $25,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,386 | DepreciationAmt |
| Book Value | $8,945 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,299 | DepreciationAmt |
| Book Value | $5,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $351,197 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Historic real property (net of $2,919 A/D) | $127,150 | C |
| Museum collections (net of $56,103 A/D) | $1,701,602 | C |
| Museum real property (net of $22,393 Accum Depr) | $462,547 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $2,291,299 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest-free loan/advances to Preservation Realty Holdings, Inc. | $556,585 |
| Deferred compensation assets | $44,824 |
| Beneficial interest in assets held by others | $77,317 |
| Beneficial interest in charitable remainder trust | $110,200 |
| Prepaid options |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $788,926 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Retirement plan liability | $2,144 |
| Deferred compensation liability | $44,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,968 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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) $1,226,575 underwrites the Executive Director's position, 3) $462,000 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $170,459 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Silent Auction | Event1Nm |
| Gross Receipts Event1 | $23,131 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,120 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,011 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $1,683 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $23,131 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,120 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,011 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,683 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,683 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,328 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $23,500 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $10,000 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $254 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $23,500 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $10,000 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $254 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $10,254 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $13,246 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | VT | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
| Individual With Books | WILLIAM POLK | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Church Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | PAUL BRUHN | GamingManagerPersonNm |
| Gaming Manager Services Prov | General Oversight and Management | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Derby Historical Society | |||||||
| PO Box 357 | Derby | VT | 05829 | 030278865 | 501(c)(3) | $16,119 | Preservation |
| Episcopal Diocese of Vermont | |||||||
| 5 Rock Point Road | Burlington | VT | 05408 | 030212592 | 501(c)(3) | $28,965 | Preservation |
| National Trust for Historic Preservation | |||||||
| 2600 Virginia Ave NW 1100 | Washington | DC | 20037 | 530210807 | 501(c)(3) | $10,000 | Preservation |
| New Moran Inc | |||||||
| PO Box 8502 | Burlington | VT | 05401 | 470962013 | 501(c)(3) | $65,398 | Preservation |
| Old West Church Association | |||||||
| PO Box 200 | Calais | VT | 05851 | 237154250 | 501(c)(3) | $5,850 | Preservation |
| Oldcastle Productions | |||||||
| 331 Main Street | Bennington | VT | 05201 | 237288883 | N/A | $25,000 | Preservation |
| Orleans County Historical Society | |||||||
| 109 Old Stone House Road | Brownington | VT | 05860 | 036010727 | 501(c)(3) | $25,000 | Preservation |
| RuralEdgeGilman Housing Trust | |||||||
| PO Box 259 | Lyndonville | VT | 05851 | 030301520 | 501(c)(3) | $45,000 | Preservation |
| St Johnsbury History & Heritage Center | |||||||
| PO Box 223 | St Johnsbury | VT | 05819 | 272385222 | 501(c)(3) | $10,000 | Preservation |
| Vermont Marble Museum Inc | |||||||
| PO Box 637 | Proctor | VT | 05765 | 464612220 | 501(c)(3) | $69,305 | Preservation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| 1099-Reportable Barn Preservation Grant | 1 | $25,000 |
| Field Service Grants | 10 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL BRUHN | PersonNm |
| Base Compensation Filing Org | $104,293 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $18,000 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $29,953 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $1,220 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $153,466 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 4b | FormAndLineReferenceDesc |
| Explanation | 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, $3,129 in SIMPLE matching contributions and $2,824 in current year earnings on deferred compensation plan assets. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $136,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average Share Price | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $125,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $81,375 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Donor Provided FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI | Line 8 / Prior Period Adjustments: 1) Recognize $103,600 beneficial interest in charitable remainder trust 2) net of $110,673 write-down in interest in limited liability company (to agreed to exit price to remaining non-profit limited liability member) equals ($7,073) prior period adjustment (adjustments pursuant to audit completed after filing of 9/30/15 Form 990). |
| Pt XI | Line 9 / Other Changes: Net change in beneficial interest in assets held by others ($6,130 current year gain) plus net change in beneficial interest in charitable remainder trust ($6,600 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Preservation Realty Holdings Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Church Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030356606 | EIN |
| Primary Activities | Preservation of Historic Properties | PrimaryActivitiesTxt |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(2) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Preservation Trust of VT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Preservation Realty Holdings Inc | ||
| b | $32,800 | Cash |
| Preservation Realty Holdings Inc | ||
| d | $556,585 | Cash |
| Preservation Realty Holdings Inc | ||
| q | $15,000 | FMV |
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