2015-08-14T10:20:11-07:00 2014-09-30 Tapia & Huckabay PC PO Box 38 Vergennes VT 05491 990 2013-10-01 030281195 Preservation Trust of Vermont Inc PRES 8026586647 104 Church Street Burlington VT 05401 PAUL BRUHN EXECUTIVE DIRECTOR 8026586647 2015-07-28 true WALLACE W TAPIA CPA 8028707086 2013 2016-04-25 22:37:26Z PAUL BRUHN 104 Church Street Burlington VT 05401 1782557 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 15 5 50 0 1722865 1236543 52167 73728 96575 122384 22924 20102 1894531 1452757 1083257 568138 0 321376 349527 0 85164 391167 548096 1795800 1465761 98731 -13004 5740319 6001915 3351 3328 5736968 5998587 To initiate, stimulate, and assist false false 613589 568138 "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. 651281 73728 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. 1264870 true true false true false false true true false true true false true true true true false false 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 20 3 true 5 true false false false false false true true false false false false X 16 15 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 101800 0 6425 PETER BRINK President 3.00 X X 0 0 0 FRED BAY Vice-President 3.00 X X 0 0 0 MICHAEL NEWBOLD Treasurer 3.00 X X 0 0 0 JUDY HAYWARD Secretary / Assistant Treasurer 3.00 X X 0 0 0 MARK BEAMS Director 3.00 X 0 0 0 MICHELE BESSETT Director 3.00 X 0 0 0 KATIE BUCKLEY Director 3.00 X 0 0 0 NEALE LUNDERVILLE Director 3.00 X 0 0 0 LYSSA PAPAZIAN Director 3.00 X 0 0 0 JOE PERROTTO Director 3.00 X 0 0 0 JOSH PHILLIPS Director 3.00 X 0 0 0 LISA RYAN Director 3.00 X 0 0 0 INA SMITH Director 3.00 X 0 0 0 DAVID TAPLIN Director 3 X EMILY WADHAMS Consultant 2013 / Director 2014 20 X 36310 PAUL WYNCOOP Director 3 X 138110 6425 1 false false false 0 3286 9584 1223673 81489 1236543 Conference & Retreat Fees 611600 35853 Mgmt. Fee to 501(c)(2) Affiliate 900099 15000 Easement Monitoring Fees 900099 7800 Other Exempt Function Income 900099 15075 73728 82379 82379 353880 313875 40005 40005 40005 23776 3286 5662 18114 18114 16400 10263 6137 6137 Pass-Through Loss in Program LLC 900099 -4149 -4149 -4149 1452757 69579 146635 568138 568138 0 0 0 0 0 0 126409 93758 10865 21786 0 0 0 0 192699 133382 18911 40406 4242 2947 419 876 2204 1532 218 454 23973 16659 2368 4946 0 0 0 0 104347 104347 0 0 26395 8750 17645 0 22515 22515 0 0 0 0 22380 0 22380 0 127230 119161 7571 498 0 0 0 0 31227 22189 6162 2876 4530 3148 447 935 0 0 0 0 12189 8529 1185 2475 33264 27294 1946 4024 0 0 0 0 17273 8145 8276 852 0 0 0 0 40000 40000 0 0 23746 18437 5309 0 9945 7089 2439 417 Expired options expense 31000 31000 0 0 Printing & publications 7759 4545 895 2319 Other expenses 34296 23305 8691 2300 1465761 1264870 115727 85164 X 0 0 0 0 83258 37192 1362876 1024998 30000 30000 463199 83233 395217 379966 2786050 3404387 430000 424801 652918 700571 5740319 6001915 3351 3328 3351 3328 X 1092373 1113853 2743770 2894159 1900825 1990575 5736968 5998587 5740319 6001915 X -13004 269217 5406 X X true X false true false X 1760107 1840014 2483171 1722865 1236543 9042700 1760107 1840014 2483171 1722865 1236543 9042700 2984048 6058652 58266 56870 73445 79579 82379 350539 9393239 351102 0.64500 0.65280 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 22515 22515 1443246 1465761 221576 55394 182410 259554 239790 221576 903330 1354995 15075 11250 8000 22515 56840 45603 64889 59948 55394 225834 338751 X X 66 309.2 20 6 0 1 true 660 7747 true 243750 X X X X Lease to Non-Profit Museum Operator false 1900825 89750 1990575 1813825 87000 1900825 1661625 152200 1813825 1481625 180000 1661625 1223625 262000 4000 1481625 0.00000 1.00000 0.00000 false false 12000 12000 395548 50712 344836 17950 18702 26821 9831 18999 5700 13299 379966 Investment in limited liability company 181051 C Personal property - museum collection 243750 C 424801 Interest-free loan/advances to Preservation Realty Holdings, Inc. 524500 Capitalized option costs 95000 Beneficial interest in assets held by others 81071 700571 Retirement plan liability 3328 3328 X 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 Pt II Line 9 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 is 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 endowment funds are restricted for the following purposes: $1,176,575 underwrites the Executive Director's position. $367,200 funds the periodic monitoring of conservation easements in furtherance of the Organization's mission. $446,800 supports community efforts to preserve and strengthen Vermont's historic and cultural resources. 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." Silent Auction 23776 23776 2300 3362 23776 23776 2300 3362 5662 18114 16400 10000 263 false 16400 10000 263 10263 6137 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 Barnard Community Trust Inc PO Box 262 Barnard VT 05031 254562060 501(c)(3) 82866 Preservation Castleton Historical Society PO Box 219 Castleton VT 05735 030215653 501(c)(3) 9000 Preservation Christian Science Society of Newport East Main Street Newport VT 05855 030280709 501(c)(3) 25000 Preservation City of Burlington 149 Church Street Burlington VT 05401 036000410 Municipality 10000 Preservation The Dairy Bar Inc 5 West Main Street Wilmington VT 05363 900810339 N/A 5500 Preservation Gilman Housing Trust Inc 316 Main Street Newport VT 05855 030301520 501(c)(3) 28063 Preservation Lamoille County Regional Planning Commission 52 Portland Street Morrisville VT 05661 030215922 501(c)(3) 10180 Preservation New Moran Inc PO Box 8502 Burlington VT 05401 470962013 501(c)(3) 80668 Preservation Old Stone House Museum 109 Old Stone House Road Orleans VT 05860 036010727 501(c)(3) 25000 Preservation Orleans County Vermont 217 Main Street Newport VT 05855 036000198 Government 50000 Preservation Peacham Cafe Group LLC PO Box 16 Peacham VT 05862 454298741 N/A 40000 Preservation Shrewsbury Cooperative 2658 Northam Road Shrewsbury VT 05673 264026343 N/A 11500 Preservation Saint Andrew's Church 1265 Main Street Saint Johnsbury VT 05819 036010143 501(c)(3) 27783 Preservation State of Vermont 109 State Street Montpelier VT 05609 030272593 Government 9000 Preservation Town of Lemington 2549 River Road Lemington VT 05903 030288543 Municipality 10000 Preservation Town of Norton 12 Vermont Route 114E Norton VT 05907 030347571 Municipality 20000 Preservation Vermont Children's Theater PO Box 701 Lyndonville VT 05851 030327401 501(c)(3) 10000 Preservation Vermont College of Fine Arts 36 College Street Montpelier VT 05602 208384273 501(c)(3) 29000 Preservation Vermont Marble Museum Inc PO Box 637 Proctor VT 05765 464612220 501(c)(3) 27000 Preservation 16 3 Pt I Line 2 Grantees provide written documentation on the use of the funds Pt I Line 2 to ensure compliance with the grant agreement and restrictions. Pt I Line 2 Field Service Representatives inspect and monitor projects to confirm Pt I Line 2 compliance. X 7 81489 Average Share Price 2 false false false Pt VI, Line 11b A copy of the annual tax return is made available to all Pt VI, Line 11b Board members prior to its submission. Pt VI, Line 12c All Directors, Officers, Board and Committee members are required Pt VI, Line 12c to read the Organization's Conflict of Interest Policy and Pt VI, Line 12c disclose any real or potential conflicts annually. Any disclosure Pt VI, Line 12c is investigated by an independent Board/Committee member and steps Pt VI, Line 12c are taken to resolve or avoid any actual or potential conflict. Pt VI, Line 15a All salary levels are determined annually by the Board of Directors Pt VI, Line 15b (in Executive Session). Pt VI, Line 19 The Organization makes the current and preceding two years of Pt VI, Line 19 its annual tax returns available for public inspection on its Pt VI, Line 19 own website. The Organization also makes all organizational Pt VI, Line 19 and governing documents (including Form 1023), available for Pt VI, Line 19 public inspection upon request. Pt XI Line 9 - Change in beneficial interest in assets held by others. Pt XII, Line 2c The Organization's financial statements are reviewed by the Pt XII, Line 2c Finance Committee. 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 -4149 175851 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 40000 Cash Preservation Realty Holdings Inc d 524500 Cash Preservation Realty Holdings Inc q 15000 FMV The Left Bank LLC b 5200 Cash