2016-01-21T11:07:41-06:00 2015-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2014-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 DANIEL MACKAY EXECUTIVE DIRECTOR 2035626312 2015-12-07 true THOMAS D ROY P00292134 8607215786 2016-01-20 2014 2016-04-25 22:37:26Z DANIEL MACKAY 940 WHITNEY AVENUE HAMDEN CT 06517 3290723 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 33 33 13 42 7311 1879667 2594498 102217 311075 -56287 -34092 5560 7311 1931157 2878792 941821 1200280 0 573702 641604 0 64499 416051 508040 1931574 2349924 -417 528868 1903926 2443089 1237508 1247976 666418 1195113 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 2105129 1200280 318386 PRESERVATION 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. 2105129 true true false true false false true false false false true false false false true false true true false false false false false false false false false true false false false false false false false false false false false false false false true false false false false true 17 0 true 13 true true true false false false false false false false false false false false X 33 33 false false false false false false false true true false false true true true true true true true true false CT X X DANIEL MACKAY 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 CAROLINE SLOAT BOARD MEMBER 2.00 X 0 0 0 FRANK CHIARAMONTE BOARD MEMBER 2.00 X 0 0 0 MICHAEL J H BLAIR BOARD MEMBER 2.00 X 0 0 0 SCOTT JACKSON BOARD MEMBER 2.00 X 0 0 0 MARY ANN HANDLEY BOARD MEMBER 2.00 X 0 0 0 MARGARET ANDERSON BOARD MEMBER 2.00 X 0 0 0 LESLIE KING BOARD MEMBER 2.00 X 0 0 0 ROBERT FAESY BOARD MEMBER 2.00 X 0 0 0 THOMAS W NISSLEY BOARD MEMBER 2.00 X 0 0 0 MATTHEW PETERSON BOARD MEMBER 2.00 X 0 0 0 EDWARD W MUNSTER TREASURER 2.00 X X 0 0 0 JEFFRY MUTHERSBAUGH BOARD MEMBER 2.00 X 0 0 0 GEORGE SCHOELKOPF BOARD MEMBER 2.00 X 0 0 0 MYRON STACHIW BOARD MEMBER 2.00 X 0 0 0 EDMUND SCHMIDT CHAIRMAN 2.00 X X 0 0 0 MARYE WAGNER BOARD MEMBER 2.00 X 0 0 0 DAMARIS WHITTAKER BOARD MEMBER 2.00 X 0 0 0 CHARLES E JANSON VICE-CHAIR 2.00 X X 0 0 0 EDITH PESTANA SECRETARY 2.00 X X 0 0 0 ELIZABETH TORRES BOARD MEMBER 2.00 X 0 0 0 JOHN B TOOMEY JR BOARD MEMBER 2.00 X 0 0 0 REGINA WINTERS BOARD MEMBER 2.00 X 0 0 0 PATRICK ZALICKAS BOARD MEMBER 2.00 X 0 0 0 ROBERT SVENSK BOARD MEMBER 2.00 X 0 0 0 SARA BRONIN BOARD MEMBER 2.00 X 0 0 0 HENRY GRIGGS BOARD MEMBER 2.00 X 0 0 0 NATALIE KETCHAM BOARD MEMBER 2.00 X 0 0 0 ADRIENNE FARRAR HOUEL BOARD MEMBER 2.00 X 0 0 0 GARRY LEONARD BOARD MEMBER 2.00 X 0 0 0 JEFFREY MORGAN BOARD MEMBER 2.00 X 0 0 0 GARRET HEHER BOARD MEMBER 2.00 X 0 0 0 GREG WATERMAN BOARD MEMBER 2.00 X 0 0 0 WALTER FIEDEROWICZ ASST. TREASU 2.00 X X 0 0 0 HELEN HIGGINS EXEC. DIR. 40.00 X 103647 0 0 103647 1 false false false 107003 1843161 644334 2594498 PROGRAM SERVICE FEES 240531 240531 PROGRAM REIMBURSEMENTS 70544 70544 311075 1162 1162 1677 375000 1936 409995 -259 -34995 -35254 -35254 NEWSLETTER 541800 7311 7311 7311 2878792 311075 7311 -34092 X 1200280 1200280 104903 81191 17401 6311 459412 355565 76206 27641 756 586 125 45 26046 20157 4321 1568 50487 39074 8375 3038 1742 1096 516 130 17970 8469 8500 1001 289360 270777 12055 6528 40277 10388 12772 17117 16374 4880 11494 9157 3885 5272 31054 25497 4677 880 17906 17449 333 124 6071 3517 2554 14776 14776 14485 4372 10113 READERSHIP COSTS 25665 25665 PROPERTY MAINTENANCE 20058 14476 5582 PROFESSIONAL DEVELOPMENT 3145 3029 116 2349924 2105129 180296 64499 59010 18800 733643 1289183 354776 548320 11512 242231 7262 4374 558390 305416 262474 252974 86232 85913 389017 1294 1903926 2443089 28134 32637 649150 806057 89164 88029 471060 321253 1237508 1247976 X 666418 1195113 666418 1195113 1903926 2443089 528868 -173 X false true X true false X 1172952 1587727 2009632 1879667 2594498 9244476 1172952 1587727 2009632 1879667 2594498 9244476 9244476 4113 1982 2984 1211 1162 11452 5024 3812 3590 5560 7311 25297 9281225 311075 0.99600 0.99540 X PART II, LINE 10 FACILITIES REIMBURSEMENT 500 PUBLICATION SALES 24,797 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 34167 false false 34167 false SCHEDULE C, PART II-B, LINE 1 DURING THE YEAR LEGAL ADVISORS OF THE TRUST TESTIFIED ON SEVERAL OCCASIONS REGARDING SPECIFIC BILLS AND ACTIVITIES RELATED TO PRESERVATION ISSUES AT THE STATE LEVEL. X X 24 80.44 24 1 false 141.00 7050 false 500911 249933 250978 57479 55483 1996 252974 REFUNDABLE ADVANCES 290868 PAYROLL AND PAYROLL TAXES PAYABLE 30385 321253 2878619 -173 -173 2878792 2878792 2349924 2349924 2349924 SCHEDULE D, PAGE 1, PART II, LINE 9 OVER 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. true TOWN OF BLOOMFIELD 800 BLOOMFIELD AVENUE BLOOMFIELD CT 06002 066002923 8500 HISTORIC PRESERVATIO ASYLUM HILL CONGREGATIONAL CHURCH 814 ASYLUM AVENUE HARTFORD CT 06105 060646544 18200 HISTORIC PRESERVATIO NEW BRITAIN INSTITUTE 20 HIGH STREET NEW BRITAIN CT 06051 060646767 12600 HISTORIC PRESERVATIO FIRST & SUMMERFIELD UMC 425 COLLEGE STREET NEW HAVEN CT 06511 060660008 16000 HISTORIC PRESERVATIO THE INSTITUTE LIBRARY 847 CHAPEL STREET NEW HAVEN CT 06510 060646756 20000 HISTORIC PRESERVATIO NORWICH FREE ACADEMY 305 BROADWAY NORWICH CT 06360 060762783 20000 HISTORIC PRESERVATIO GIRLS INC OF SWCT 35 PARK PLACE WATERBURY CT 06716 060646950 10000 HISTORIC PRESERVATIO FIRST CHURCH IN WINDSOR 107 PALISADO AVENUE WINDSOR CT 06095 066010148 11000 HISTORIC PRESERVATIO OLD WOODBURY HISTORICAL SOCIETY PO BOX 705 WOODBURY CT 06798 066077333 5800 HISTORIC PRESERVATIO THE FAITH ASSEMBLY OF GOD 846 PROSPECT AVENUE HARTFORD CT 06105 060913795 7500 HISTORIC PRESERVATIO LIBERTY CHRISTIAN CENTER 23 VINE STREET HARTFORD CT 06112 060688916 14000 HISTORIC PRESERVATIO CHURCH OF GOD AND SAINTS OF CHRIST 109 BEERS STREET NEW HAVEN CT 06511 061129297 7500 HISTORIC PRESERVATIO TOWN OF ROCKY HILL 761 OLD MAIN STREET ROCKY HILL CT 06067 066002076 7000 HISTORIC PRESERVATIO TOWN OF WEST HARTFORD 50 SOUTH MAIN STREET WEST HARTFORD CT 06107 237391486 7000 HISTORIC PRESERVATIO GRACE EPISCOPAL CHURCH 311 BROAD STREET WINDSOR CT 06095 060662136 15000 HISTORIC PRESERVATIO SOUTHINGTON COMMUNITY CULTURAL ARTS PO BOX 50 SOUTHINGTON CT 06489 453617168 20000 HISTORIC PRESERVATIO WOMEN & FAMILY LIFE CENTER 96 FAIR STREET GUILFORD CT 06437 223093815 16000 HISTORIC PRESERVATIO GROVE STREET CEMETERY 227 GROVE STREET NEW HAVEN CT 06511 060468905 10000 HISTORIC PRESERVATIO UNITED METHODIST CHURCH 718 WEST AVENUE NORWALK CT 06850 060770879 5200 HISTORIC PRESERVATIO CHRIST EPISCOPAL CHURCH 78 WASHINGTON STREET NORWICH CT 06360 060771643 9715 HISTORIC PRESERVATIO PRESTON HISTORICAL SOCIETY 15 AMOS ROAD PRESTON CT 06365 061587551 8025 HISTORIC PRESERVATIO WARD-HEITMANN HOUSE MUSEUM FOUNDATI 277 ELM STREET WEST HAVEN CT 06516 061450014 13467 HISTORIC PRESERVATIO UNITED CONGREGATIONAL CHURCH 877 PARK AVENUE BRIDGEPORT CT 06604 060646934 15000 HISTORIC PRESERVATIO FIRST CONGREGATIONAL CHURCH 111 CHURCH DRIVE CHESHIRE CT 06410 060646743 11963 HISTORIC PRESERVATIO ENFIELD CONGREGATIONAL CHURCH 1295 ENFIELD STREET ENFIELD CT 06083 060773125 15000 HISTORIC PRESERVATIO NORWALK UNITED METHODIST CHURCH 718 WEST AVENUE NORWALK CT 06850 060770879 8000 HISTORIC PRESERVATIO EMANUEL LUTHERAN CHURCH 311 CAPITOL AVENUE HARTFORD CT 06106 060719418 15000 HISTORIC PRESERVATIO ST JOHN'S EPISCOPAL CHURCH 92 MAIN STREET EAST WINDSOR CT 06088 13800 HISTORIC PRESERVATIO GREENVILLE CONGREGATIONAL CHURCH 143 PROSPECT STREET NORWICH CT 06360 15000 HISTORIC PRESERVATIO SOUTH BRITAIN CONGREGATIONAL CHURCH 693 SOUTH BRITAIN ROAD SOUTHBURY CT 06787 066060191 15000 HISTORIC PRESERVATIO ESSEX HISTORICAL SOCIETY BOX 123 ESSEX CT 06426 066054716 12500 HISTORIC PRESERVATIO AVERY-COPP MUSEUM 154 THAMES STREET GROTON CT 06340 208096779 5250 HISTORIC PRESERVATIO CONNECTICUT SAR PO BOX 411 LEBANON CT 06423 066068708 10000 HISTORIC PRESERVATIO MADISON HISTORICAL SOCIETY PO BOX 17 MADISON CT 06443 066038865 14900 HISTORIC PRESERVATIO NEW CANAAN HISTORICAL SOCIETY 13 OENOKE RIDGE NEW CANAAN CT 06840 060727288 15000 HISTORIC PRESERVATIO NEW HAVEN MUSEUM 114 WHITNEY AVENUE NEW HAVEN CT 06510 060646762 15000 HISTORIC PRESERVATIO CONNECTICUT LANDMARKS 59 SOUTH PROSPECT STREET NEW LONDON CT 06106 060789151 7250 HISTORIC PRESERVATIO STANTON-DAVIS HOMESTEAD 576-A GREENHAVEN ROAD PAWCATUCK CT 06379 200795991 15000 HISTORIC PRESERVATIO KEELER TAVERN PRESERVATION SOCIETY 132 MAIN STREET RIDGEFIELD CT 06877 066076244 15000 HISTORIC PRESERVATIO HOTCHKISS LIBRARY 10 UPPER MAIN STREET SHARON CT 06069 060655489 15000 HISTORIC PRESERVATIO SIMSBURY HISTORICAL SOCIETY PO BOX 2 SIMSBURY CT 06070 066039934 7500 HISTORIC PRESERVATIO GUNN MEMORIAL LIBRARY INC PO BOX 1273 WASHINGTON CT 06793 060691373 15000 HISTORIC PRESERVATIO WILTON HISTORICAL SOCIETY 224 DANBURY ROAD WILTON CT 06897 066038757 15000 HISTORIC PRESERVATIO HISTORIC NEW ENGLAND 141 CAMBRIDGE STREET WOODSTOCK MA 02114 042104937 15000 HISTORIC PRESERVATIO CITY OF ANSONIA 253 MAIN STREET ANSONIA CT 06401 50000 HISTORIC PRESERVATIO CITY OF NORWALK PO BOX 5125 125 EAST AVENUE NORWALK CT 06856 060888486 50000 HISTORIC PRESERVATIO TOWN OF PORTLAND 33 EAST MAIN ST PO BOX 71 PORTLAND CT 06480 066002067 50000 HISTORIC PRESERVATIO TOWN OF SOUTH WINDSOR 1540 SULLIVAN AVE SOUTH WINDSOR CT 06074 066002088 50000 HISTORIC PRESERVATIO TOWN OF WILLINGTON 40 OLD FARMS ROAD WILLINGTON CT 06279 066002132 50000 HISTORIC PRESERVATIO HANDS ON HARTFORD 330 MAIN STREET HARTFORD CT 06106 060861268 50000 HISTORIC PRESERVATIO WINDHAM ARTS 1010 MAIN STREET WINDHAM CT 06226 061559008 15000 HISTORIC PRESERVATIO TORRINGTON HISTORIC PRESERVATION TR PO BOX 1243 TORRINGTON CT 06790 061069278 50000 HISTORIC PRESERVATIO TOWN OF PUTNAM REDEVELOPMENT AGENCY 126 CHURCH STREET PUTNAM CT 06260 49000 HISTORIC PRESERVATIO BALL & SOCKET ARTS INC PO BOX 128 CHESHIRE CT 06460 454079423 50000 HISTORIC PRESERVATIO TOWN OF HEBRON 15 GILEAD STREET HEBRON CT 06248 35500 HISTORIC PRESERVATIO BOROUGH OF NAUGATUCK 229 CHURCH STREET NAUGATUCK CT 06770 27750 HISTORIC PRESERVATIO NORWICH COMMUNITY DEVELOPMENT CORP 77 MAIN STREET NORWICH CT 06360 061066148 23000 HISTORIC PRESERVATIO TOWN OF OLD SAYBROOK 302 MAIN STREET OLD SAYBROOK CT 06475 49750 HISTORIC PRESERVATIO SCHEDULE I, PAGE 1, PART I, LINE 2 THE 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. FORM 990, PAGE 6, PART VI, LINE 11B THE 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 12C INTERESTED 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 15A COMPENSATION 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 15B COMPENSATION 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 19 THE TRUST'S BYLAWS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE FROM THE TRUST UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 245,123 0 3,500 LOBBYING 21,515 10,111 2,541 OTHER PROFESSIONAL FEES 4,139 1,944 487 HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT CTTRUSTHP