FURP.ORG / PUBLIC DATA EXPLORER

CONNECTICUT TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CONNECTICUT TRUST FOR HISTORIC PRESERVATION (EIN 06-0979808)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-10
IRS object ID
201710419349301951
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-10T17:27:13-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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)
PersonDANIEL MACKAYPersonNm
Person TitleEXEC. DIR.PersonTitleTxt
Phone2035626312PhoneNum
Signature2017-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS D ROYPreparerPersonNm
PTINP00292134PTIN
Phone8607215786PhoneNum
Preparation2017-02-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL MACKAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 WHITNEY AVENUEAddressLine1Txt
CityHAMDENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,704,734GrossReceiptsAmt
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 Employee12TotalEmployeeCnt
Total Volunteers42TotalVolunteersCnt
Total Gross UBI$3,670TotalGrossUBIAmt
PY Contributions Grants$2,594,498PYContributionsGrantsAmt
CY Contributions Grants$1,549,302CYContributionsGrantsAmt
PY Program Service Revenue$311,075PYProgramServiceRevenueAmt
CY Program Service Revenue$149,175CYProgramServiceRevenueAmt
PY Investment Income-$34,092PYInvestmentIncomeAmt
CY Investment Income$2,281CYInvestmentIncomeAmt
PY Other Revenue$7,311PYOtherRevenueAmt
CY Other Revenue$3,670CYOtherRevenueAmt
PY Total Revenue$2,878,792PYTotalRevenueAmt
CY Total Revenue$1,704,428CYTotalRevenueAmt
PY Grants And Similar Paid$1,200,280PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$821,763CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$641,604PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$571,962CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$72,858CYTotalFundraisingExpenseAmt
PY Other Expenses$508,040PYOtherExpensesAmt
CY Other Expenses$384,404CYOtherExpensesAmt
PY Total Expenses$2,349,924PYTotalExpensesAmt
CY Total Expenses$1,778,129CYTotalExpensesAmt
PY Revenues Less Expenses$528,868PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$73,701CYRevenuesLessExpensesAmt
Total Assets BOY$2,443,089TotalAssetsBOYAmt
Total Assets EOY$2,193,374TotalAssetsEOYAmt
Total Liabilities BOY$1,247,976TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,073,082TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,195,113NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,120,292NetAssetsOrFundBalancesEOYAmt
MissionINTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,476,967ExpenseAmt
Grant$821,763GrantAmt
Revenue$152,539RevenueAmt
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$1,476,967TotalProgramServiceExpensesAmt
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12EmployeeCnt
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
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
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)
PersonDANIEL MACKAYPersonNm
Phone2035626312PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CAROLINE SLOAT
BOARD MEMBER2.00Yes (X)$0$0$0
FRANK CHIARAMONTE
BOARD MEMBER2.00Yes (X)$0$0$0
MICHAEL J H BLAIR
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
ROBERT FAESY
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
REGINA WINTERS
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
NATALIE KETCHAM
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)
JEFFREY MORGAN
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$46,506$0$4,320Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$46,506TotalReportableCompFromOrgAmt
Total Other Compensation$4,320TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$75,109MembershipDuesAmt
Government Grants$981,160GovernmentGrantsAmt
All Other Contributions$493,033AllOtherContributionsAmt
Total Contributions$1,549,302TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE FEES$85,536$85,536
PROGRAM REIMBURSEMENTS$63,639$63,639
FieldValueIRS element (for citing)
Total Program Service Revenue$149,175TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,587TotalRevenueColumnAmt
Exclusion$2,587ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$306OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$306OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$306TotalRevenueColumnAmt
Related Or Exempt Func Income-$306RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNEWSLETTERDesc
Business541800BusinessCd
Total Revenue Column$3,670TotalRevenueColumnAmt
Unrelated Business Revenue$3,670UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,670OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,704,428TotalRevenueColumnAmt
Related Or Exempt Func Income$148,869RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,670UnrelatedBusinessRevenueAmt
Exclusion$2,587ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$821,763TotalAmt
Program Services$821,763ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$97,332TotalAmt
Program Services$74,040ProgramServicesAmt
Management And General$14,766ManagementAndGeneralAmt
Fundraising$8,526FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$394,873TotalAmt
Program Services$300,387ProgramServicesAmt
Management And General$59,884ManagementAndGeneralAmt
Fundraising$34,602FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$390TotalAmt
Program Services$297ProgramServicesAmt
Management And General$59ManagementAndGeneralAmt
Fundraising$34FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$36,035TotalAmt
Program Services$27,412ProgramServicesAmt
Management And General$5,465ManagementAndGeneralAmt
Fundraising$3,158FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,332TotalAmt
Program Services$32,963ProgramServicesAmt
Management And General$6,572ManagementAndGeneralAmt
Fundraising$3,797FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,186TotalAmt
Program Services$3,551ProgramServicesAmt
Management And General$2,635ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,465TotalAmt
Program Services$13,929ProgramServicesAmt
Management And General$3,536ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$17,220ProgramServicesAmt
Management And General$12,780ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,893TotalAmt
Program Services$114,924ProgramServicesAmt
Management And General$5,643ManagementAndGeneralAmt
Fundraising$2,326FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$46,067TotalAmt
Program Services$12,948ProgramServicesAmt
Management And General$22,605ManagementAndGeneralAmt
Fundraising$10,514FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,802TotalAmt
Management And General$48,963ManagementAndGeneralAmt
Fundraising$839FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,776TotalAmt
Management And General$3,776ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$36,713TotalAmt
Program Services$13,063ProgramServicesAmt
Management And General$22,288ManagementAndGeneralAmt
Fundraising$1,362FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,853TotalAmt
Program Services$2,498ProgramServicesAmt
Management And General$4,755ManagementAndGeneralAmt
Fundraising$7,600FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,389TotalAmt
Program Services$3,775ProgramServicesAmt
Management And General$2,614ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,040TotalAmt
Program Services$15,040ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,320TotalAmt
Management And General$6,320ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
READERSHIP COSTS$20,261$20,261
PROPERTY MAINTENANCE$5,343$5,343
PROFESSIONAL DEVELOPMENT$3,296$2,896$300$100

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,778,129TotalAmt
Program Services$1,476,967ProgramServicesAmt
Management And General$228,304ManagementAndGeneralAmt
Fundraising$72,858FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,800BOYAmt
EOY$36,137EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,289,183BOYAmt
EOY$1,629,618EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$548,320BOYAmt
EOY$189,803EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$242,231BOYAmt
EOY$1,223EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,374BOYAmt
EOY$5,197EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$539,996LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$295,923LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$252,974BOYAmt
EOY$244,073EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$85,913BOYAmt
EOY$86,258EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,294BOYAmt
EOY$1,065EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,443,089BOYAmt
EOY$2,193,374EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,637BOYAmt
EOY$18,393EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$806,057BOYAmt
EOY$624,046EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$88,029BOYAmt
EOY$85,901EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$321,253BOYAmt
EOY$344,742EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,247,976BOYAmt
EOY$1,073,082EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,195,113BOYAmt
EOY$1,120,292EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,195,113BOYAmt
EOY$1,120,292EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,443,089BOYAmt
EOY$2,193,374EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$73,701ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,120NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,587,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,009,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,879,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,594,498CurrentTaxYearMinus1YearAmt
Current Tax Year$1,549,302CurrentTaxYearAmt
Total$9,620,826TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,587,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,009,632CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,879,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,594,498CurrentTaxYearMinus1YearAmt
Current Tax Year$1,549,302CurrentTaxYearAmt
Total$9,620,826TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$9,620,826PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,211CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,162CurrentTaxYearMinus1YearAmt
Current Tax Year$2,587CurrentTaxYearAmt
Total$9,926TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,590CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,560CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,311CurrentTaxYearMinus1YearAmt
Current Tax Year$3,670CurrentTaxYearAmt
Total$23,943TotalAmt
FieldValueIRS element (for citing)
Total Support$9,654,695TotalSupportAmt
Gross Receipts Rltd Activities$149,175GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99650PublicSupportCY170Pct
Public Support PY1700.99600PublicSupportPY170Pct
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
ExplanationFACILITIES REIMBURSEMENT 500 PUBLICATION SALES 23,443ExplanationTxt

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$34,616DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$34,616TotalLobbyingExpendituresAmt
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 Easements25TotalEasementsCnt
Total Acreage82.58TotalAcreageCnt
Historic Structure Easements25HistoricStructureEasementsCnt
Historic Strctr Easements Aftr1HistoricStrctrEasementsAftrCnt
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$262,914DepreciationAmt
Book Value$237,997BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$39,085OtherCostOrOtherBasisAmt
Depreciation$33,009DepreciationAmt
Book Value$6,076BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$244,073TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
REFUNDABLE ADVANCES$323,627
PAYROLL AND PAYROLL TAXES PAYABLE$21,115
FieldValueIRS element (for citing)
Total Liability$344,742TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,703,308TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,120NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,120RevenueNotReportedAmt
Revenue Subtotal$1,704,428RevenueSubtotalAmt
Total Revenue Per Form990$1,704,428TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,778,129TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,778,129ExpensesSubtotalAmt
Total Expenses Per Form990$1,778,129TotalExpensesPerForm990Amt

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 (65 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BRISTOL HISTORICAL SOCIETY
PO BOX 1393BRISTOLCT06011237122055$15,000HISTORIC PRESERVATIO
GUILFORD KEEPING SOCIETY
PO BOX 363GUILFORDCT06437237266545$15,000HISTORIC PRESERVATIO
KENT HISTORICAL SOCIETY
PO BOX 651KENTCT06757060850105$15,000HISTORIC PRESERVATIO
MILFORD HISTORICAL SOCIETY
PO BOX 337MILFORDCT06460066358697$9,750HISTORIC PRESERVATIO
NEW HAVEN MUSEUM
114 WHITNEY AVENUENEW HAVENCT06510060646762$15,000HISTORIC PRESERVATIO
WEANTINOGE HERITAGE LAND TRUST
PO BOX 821KENTCT06757066082034$8,500HISTORIC PRESERVATIO
POMFRET HISTORICAL SOCIETY
12 WOOSTOCK ROADPOMFRETCT06258061031093$7,000HISTORIC PRESERVATIO
PORTLAND HISTORICAL SOCIETY
PO BOX 98PORTLANDCT06480060950853$10,000HISTORIC PRESERVATIO
PRESTON HISTORICAL SOCIETY
15 AMOS ROADPRESTONCT06365061587551$14,500HISTORIC PRESERVATIO
RIDGEFIELD VETERAN'S MEMORIAL COMMU
316 MAIN STREETRIDGEFIELDCT06877060691290$15,000HISTORIC PRESERVATIO
SHARON HISTORICAL SOCIETY
PO BOX 511SHARONCT06069066050703$12,950HISTORIC PRESERVATIO
STRONG FAMILY FARM
274 WEST STREETVERNONCT06066462841985$10,220HISTORIC PRESERVATIO
WETHERSFIELD HISTORICAL SOCIETY
150 MAIN STREETWETHERSFIELDCT06109066038062$6,450HISTORIC PRESERVATIO
AMITY-WOODBRIDGE HISTORICAL SOCIETY
11 MEETINGHOUSE LANEWOODBRIDGECT06525066061829$7,900HISTORIC PRESERVATIO
AMERICAN CLOCK & WATCH MUSEUM
100 MAPLE STREETBRISTOLCT06010066006559$5,250HISTORIC PRESERVATIO
CITY OF DANBURY
155 DEER HILL AVENUEDANBURYCT06810066001868$20,000HISTORIC PRESERVATIO
FIRST CONGREGATIONAL CHURCH
14 BROOKSIDE ROADDARIENCT06820060715083$10,175HISTORIC PRESERVATIO
GROTON CONGREGATIONAL CHURCH
162 MONUMENT ROADGROTONCT06340060691638$8,925HISTORIC PRESERVATIO
CONNECTICUT AUDUBON
314 UNQUOWA ROADFAIRFIELDCT06824060653531$19,265HISTORIC PRESERVATIO
FAITH CONGREGATIONAL CHURCH
2030 MAIN STHARTFORDCT06120$9,000HISTORIC PRESERVATIO
MANSFIELD HISTORICAL SOCIETY
954 STORRS RDSTORRSCT06268066068580$16,012HISTORIC PRESERVATIO
WESTVILLE VILLAGE RENAISSANCE ALLIA
24 FOUNTAIN STNEW HAVENCT06515900106251$10,000HISTORIC PRESERVATIO
NEW LONDON LANDMARKS
49 WASHINGTON STNEW LONDONCT06320237357930$15,565HISTORIC PRESERVATIO
NEW MILFORD HISTORICAL SOCIETY
6 ASPETUCK AVENEW MILFORDCT06776060670251$10,000HISTORIC PRESERVATIO
HIGHLAND GREEN FOUNDATION
1101 BEDFORD STSTAMFORDCT06905274830140$20,000HISTORIC PRESERVATIO
NORTHWEST CT ASSOCIATION FOR THE AR
40 MAIN STREETTORRINGTONCT06790061725017$10,000HISTORIC PRESERVATIO
4H CENTER AT AUER FARM
58 AUER FARM RDBLOOMFIELDCT06002$15,000HISTORIC PRESERVATIO
THE BRANFORD HISTORICAL SOCIETY IN
PO BOX 504BRANFORDCT06405066068505$7,650HISTORIC PRESERVATIO
AMERICAN CLOCK & WATCH MUSEUM
100 MAPLE STREETBRISTOLCT06010066006559$10,000HISTORIC PRESERVATIO
ENFIELD HISTORICAL SOCIETY INC
PO BOX 586ENFIELDCT06083066081391$13,000HISTORIC PRESERVATIO
THE DUDLEY FOUNDATION
2351 DURHAM ROADGUILFORDCT06437061409967$10,000HISTORIC PRESERVATIO
DEACON JOHN GRAVE FOUNDATION
PO BOX 561MADISONCT06443061084133$10,000HISTORIC PRESERVATIO
JOSHUA'S TRACT CONSERVATION & HISTO
PO BOX 4MANSFIELD CENTERCT06250$6,000HISTORIC PRESERVATIO
THE INSTITUTE LIBRARY
847 CHAPEL STREETNEW HAVENCT06510060646756$15,000HISTORIC PRESERVATIO
NEW MILFORD HISTORICAL SOCIETY INC
PO BOX 359NEW MILFORDCT06776060670251$15,000HISTORIC PRESERVATIO
MYSTIC SEAPORT MUSEUM
75 GREENMANVILLE AVENUEMYSTICCT06355060653120$10,000HISTORIC PRESERVATIO
TOLLAND HISTORICAL SOCIETY
2 BUNGAY HILL ROADTOLLANDCT06281060852847$10,000HISTORIC PRESERVATIO
VISTA LIFE INNOVATIONS
107 BRADLEY ROADWESTBROOKCT06443223106714$8,790HISTORIC PRESERVATIO
WARD-HEITMAN HOUSE MUSEUM
277 ELM STREETWEST HAVENCT06516061450014$13,500HISTORIC PRESERVATIO
WESTON HISTORICAL SOCIETY
104 WESTON ROADWESTONCT06883066038732$10,000HISTORIC PRESERVATIO
TOWN OF WOODBRIDGE
11 MEETINGHOUSE LANEWOODBRIDGECT06525060768651$10,000HISTORIC PRESERVATIO
CONGREGATIONAL CHURCH OF BURLINGTON
268 SPIELMAN HIGHWAYBURLINGTONCT06013237396905$13,000HISTORIC PRESERVATIO
TEMPLE BETH ISRAEL PRESERVATION SOC
39 KILLINGLY DRIVEDANIELSONCT06239320290686$12,250HISTORIC PRESERVATIO
EAST LITCHFIELD CHAPEL
374 EAST LITCHFIELD ROADROAD LITCHFIELDCT06759062113761$7,750HISTORIC PRESERVATIO
ENFIELD CONGREGATIONAL CHURCH
1295 ENFIELD STREETENFIELDCT06082060773125$10,000HISTORIC PRESERVATIO
FIRST CHURCH OF CHRIST CONGREGATION
75 MAIN STREETFARMINGTONCT06032060669113$10,000HISTORIC PRESERVATIO
EPISCOPAL CHURCH OF THE GOOD SHEPHE
155 WYLLYS STREETSTREET HARTFORDCT06106060665974$15,000HISTORIC PRESERVATIO
HOLY TRINITY CHURCH
53 CAPITOL AVENUEHARTFORDCT06106060720079$15,000HISTORIC PRESERVATIO
ST MICHAEL'S EPISCOPAL CHURCH
210 CHURCH STREETNAUGATUCKCT06770060707094$15,000HISTORIC PRESERVATIO
ST JAMES EPISCOPAL CHURCH
76 FEDERAL STREETNEW LONDONCT06320261381841$10,000HISTORIC PRESERVATIO
CHRIST EPISCOPAL CHURCH
78 WASHINGTON STREETNORWICHCT06360060771643$10,000HISTORIC PRESERVATIO
CHURCH OF CHRIST CONGREGATIONAL
192 THIMBLE ISLANDSBRANFORDCT06405$13,000HISTORIC PRESERVATIO
GRACE EPISCOPAL CHURCH
311 BROAD STREETWINDSORCT06095060662136$15,000HISTORIC PRESERVATIO
FIRST CONGREGATIONAL CHURCH
PO BOX 147WOODSTOCKCT06281060720077$6,925HISTORIC PRESERVATIO
AVON CONGREGATIONAL CHURCH
6 WEST MAIN STREETAVONCT06001066052791$12,500HISTORIC PRESERVATIO
FRIENDS OF THE WORTHINGTON MEETINGH
723 WORTHINGTON RIDGEBERLINCT06037202366065$10,000HISTORIC PRESERVATIO
TOWN OF BROOKFIELD
100 POCONO ROADBROOKFIELDCT06804066001966$10,000HISTORIC PRESERVATIO
BRISTOL HISTORICAL SOCIETY
PO BOX 1393BRISTOLCT06011237122055$7,500HISTORIC PRESERVATIO
TOWN OF EAST LYME
108 PENNSYLVANIA AVENIANTICCT06357066001991$9,650HISTORIC PRESERVATIO
AVERY-COPP MUSEUM INC
154 THAMES STREETGROTONCT06340208096779$15,000HISTORIC PRESERVATIO
TOWN OF HADDAM
30 FIELD PARKROAD HADDAMCT06438066002013$5,500HISTORIC PRESERVATIO
LIBERTY CHRISTIAN CENTER NTERNATION
23 VINE STREETHARTFORDCT06112060688916$7,500HISTORIC PRESERVATIO
TOWN OF WINDSOR LOCKS
50 CHURCH STREETWINDSOR LOCKSCT06096066002138$20,000HISTORIC PRESERVATIO
WESTON HISTORICAL SOCIETY
PO BOX 1092WESTONCT06883066038732$15,000HISTORIC PRESERVATIO
FIRST CHURCH OF CHRIST WOODBRIDGE
5 MEETINGHOUSE LANEWOODBRIDGECT06525$10,000HISTORIC 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