2016-08-11T12:19:07-07:00 2015-09-30 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990 2014-10-01 030281195 Preservation Trust of Vermont Inc PRES 8026586647 104 Church Street Burlington VT 05401 PAUL BRUHN EXECUTIVE DIRECTOR 8026586647 2016-07-28 true WILLIAM S HUCKABAY CPA 8028707086 2014 2016-12-15 16:53:06Z PAUL BRUHN 104 Church Street Burlington VT 05401 2895423 false X www.ptvermont.org X 1980 VT To initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources. 16 16 6 50 0 1236543 1561107 73728 46029 122384 145089 20102 23154 1452757 1775379 568138 935746 0 349527 348248 0 73172 548096 445680 1465761 1729674 -13004 45705 6001915 7486760 3328 301901 5998587 7184859 To initiate, stimulate, and assist false false 1010126 935746 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO APPROXIMATELY 100 INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT. 535304 46029 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. 1545430 true true false true false false true true false true true false true true true false false true false false false false false false true true false true false false false false false false false false false false true false false false false true true true true false true 26 3 true 6 true false false false false false true true false false false false X 16 16 false false false false false false false true true false false true true true true true true true false false VT X X William Polk 8026586647 104 Church Street Burlington VT 05401 PAUL BRUHN Executive Director 40.00 X 102430 0 5980 PETER BRINK President 3.00 X X 0 0 0 NEALE LUNDERVILLE Vice-President 3.00 X X 0 0 0 MICHAEL NEWBOLD Treasurer 3.00 X X 0 0 0 KATIE BUCKLEY Secretary 3.00 X X 0 0 0 WILLIAM POLK Assistant Treasurer (non-voting) 15.00 X 13500 0 0 FRED BAY Director 3.00 X 0 0 0 MARK BEAMS Director 3.00 X 0 0 0 MICHELE BESSETT Director 3.00 X 0 0 0 ANN COUSINS Director 3.00 X 0 0 0 KEVIN FITZGERALD Director 3.00 X 0 0 0 JAIME LEE Director 3.00 X 0 0 0 LYSSA PAPAZIAN Director 3.00 X 0 0 0 JOSH PHILLIPS Director 3.00 X 0 0 0 CHARLIE SINCERBEAUX Director 3 X INA SMITH Director 3 X DAVID TAPLIN Director 3 X EMILY WADHAMS Director / Consultant 6 X 6070 122000 5980 1 false false false 0 2209 12000 1546898 119310 1561107 Conference & Retreat Fees 611600 23002 Mgmt. Fee to 501(c)(2) Affiliate 900099 15000 Other Exempt Function Income 900099 8027 46029 83026 83026 1166817 1104754 62063 62063 62063 23322 2209 5001 18321 18321 25500 10289 15211 15211 Pass-Through Loss in Program LLC 900099 -10378 -10378 -10378 1775379 35651 178621 935746 935746 0 0 0 0 0 0 126806 85229 19870 21707 0 0 0 0 193069 143812 17905 31352 3526 2662 321 543 431 302 43 86 24416 17805 2326 4285 0 0 0 0 66539 66539 0 0 17364 0 17364 0 15240 15240 0 0 0 0 22749 0 22749 0 83995 79665 3356 974 0 0 0 0 21263 14329 3724 3210 4554 3321 434 799 0 0 0 0 30040 23859 4327 1854 35680 31496 1395 2789 0 0 0 0 47003 37356 9410 237 1134 1134 0 0 38800 38800 0 0 33479 30825 1062 1592 13514 9894 2796 824 Printing & publications 6516 1860 1837 2819 Bank charges 2098 0 2098 0 Dues & subscriptions 4336 4336 0 0 Other expenses 1376 1220 55 101 1729674 1545430 111072 73172 37192 25548 1024998 979548 30000 30000 468388 100569 379966 367819 3404387 3152116 424801 2309548 700571 622181 6001915 7486760 279770 20000 3328 2131 3328 301901 X 1113853 2539531 2894159 2481094 1990575 2164234 5998587 7184859 6001915 7486760 X 45705 -258741 1401330 -2022 X false true X true false X 1840014 2483171 1722865 1236543 1561107 8843700 1840014 2483171 1722865 1236543 1561107 8843700 2816075 6027625 56870 73445 79579 82379 83026 375299 9218999 393333 0.65380 0.64500 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 15240 15240 1708434 1723674 236184 59046 259554 239790 221576 236184 957104 1435656 11250 8000 22515 15240 57005 64889 59948 55394 59046 239277 358916 X X 69 311.2 20 0 0 1 true 690 9000 true 237500 X X X X Lease to Non-Profit Museum Operator false 1990575 173659 2164234 1900825 89750 1990575 1813825 87000 1900825 1661625 152200 1813825 1481625 180000 1661625 0.00000 1.00000 0.00000 false false 12000 12000 395548 60854 334694 17950 23891 30215 11626 18999 9500 9499 367819 Investment in limited liability company 170673 C Museum collections 1663830 C Museum real property (net of $9,895 Accum Depr) 475045 C 2309548 Interest-free loan/advances to Preservation Realty Holdings, Inc. 542013 Capitalized option costs 5000 Beneficial interest in assets held by others 75168 622181 Retirement plan liability 2131 2131 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. Pt V, Line 4 Earnings on the following permanent endowments are restricted for the following purposes: 1) $379,200 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) $457,000 supports community efforts to preserve and strengthen Vermont's historic and cultural resources and 4) $101,459 funds downtown preservation efforts. Silent Auction 25531 2209 23322 3188 1813 25531 2209 23322 3188 1813 5001 18321 25500 10000 289 false 25500 10000 289 10289 15211 VT true false false false 1.00000 0.00000 WILLIAM POLK 104 Church Street Burlington VT 05401 false PAUL BRUHN General Oversight and Management X false true CF Craftsbury Public House L3C 535 Lost Nation Road Craftsbury Common VT 05827 203794063 N/A 50000 Preservation Conservation Law Foundation 15 East State Street Montpelier VT 05602 046149986 501(c)(3) 10000 Preservation The Dairy Bar Inc 5 West Main Street Wilmington VT 05363 900810339 N/A 5401 Preservation Episcopal Diocese of Vermont 5 Rock Point Road Burlington VT 05408 030212592 501(c)(3) 11495 Preservation Springfield Dairy Barn Project 583 Greeley Road Springfield VT 05156 223132436 N/A 16325 Preservation Grace Community Church PO Box 217 Canaan VT 05903 030446044 501(c)(3) 40000 Preservation New Moran Inc PO Box 8502 Burlington VT 05401 470962013 501(c)(3) 477914 Preservation Putney Historical Society PO Box 233 Putney VT 05346 030301185 501(c)(3) 7391 Preservation Shrewsbury Cooperative 2658 Northam Road Shrewsbury VT 05673 264026343 N/A 20164 Preservation Saint Andrew's Church 1265 Main Street Saint Johnsbury VT 05819 036010143 501(c)(3) 12217 Preservation St Johnsbury History & Heritage Center PO Box 223 St Johnsbury VT 05819 272385222 501(c)(3) 40000 Preservation Top of the Common Committee 53 Park Avenue Lunenburg VT 05906 260120379 501(c)(3) 11500 Preservation Town of Norton 12 Vermont Route 114E Norton VT 05907 030347571 Municipality 17500 Preservation Vergennes United Methodist Church PO Box 147 Vergennes VT 05491 036011107 501(c)(3) 13050 Preservation Vermont Children's Theater PO Box 701 Lyndonville VT 05851 030327401 501(c)(3) 25000 Preservation Vermont Lake Monsters One King Street Burlington VT 05401 030340427 N/A 10086 Preservation Vermont Marble Museum Inc PO Box 637 Proctor VT 05765 464612220 501(c)(3) 105918 Preservation Vermont Housing & Conservation Board 58 East State Street Montpelier VT 05602 030311984 Government 6000 Preservation 13 5 Pt I Line 2 Grantees provide written documentation on the use of the funds to ensure compliance with the grant agreement and restrictions. Field service representatives inspect and monitor projects to confirm compliance. X 8 64310 Average Share Price X 1 55000 Bargain Purchase Component false false false Pt XI Line 8 / Prior Period Adjustments: Reduce "temporarily restricted net assets" as of 9/30/14 by $25,000 to eliminate pledge which should have been written off in prior years and increase "unrestricted net assets" as of 9/30/14 by $1,426,330 to reflect donation portion of bargain purchase of Museum collections. Pt XI Line 9 / Other Changes: Net change in beneficial interest in assets held by others ($2,022 current year loss). Pt VI, Line 11b A copy of Form 990 is made available to all Board members prior to submission. Pt VI, Line 12c All directors, officers, and board and committee members are required to read the Organization's Conflict of Interest Policy and disclose any real or potential conflicts annually. Any disclosure is investigated by an independent board / committee member and steps are taken to resolve or avoid any actual or potential conflict. Pt VI, Line 15a All salaries are determined annually by the Board of Directors (in Executive Session). Pt VI, Line 15b See above. Pt VI, Line 19 The Organization makes the current and two preceding years of its annual tax returns available for public inspection on its own website. The Organization also makes all organizational and governing documents (including Form 1023), available for public inspection upon request. Preservation Realty Holdings Inc 104 Church Street Burlington VT 05401 030356606 Preservation of Historic Properties VT 501(c)(2) N/A Preservation Trust of VT true The Left Bank LLC PO Box 803 No Bennington VT 05257 462789498 Rental Real Estate VT NA Related -10378 178948 false false 0.50000 false true false true false false false false false false false false false false false false true false false Preservation Realty Holdings Inc b 38800 Cash Preservation Realty Holdings Inc d 542013 Cash Preservation Realty Holdings Inc q 15000 FMV The Left Bank LLC b 13475 Cash