PRESERVATION TRUST OF VERMONT INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PRESERVATION TRUST OF VERMONT INC (EIN 03-0281195)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201402259349300345
- Schema version
- 2012v2.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-13T13:24:37-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE W TAPIA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MAIN ST 8TH FL | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030281195 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION TRUST OF VERMONT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 8026586647 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BRUHN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8026586647 | Phone |
| Date Signed | 2014-08-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALLACE W TAPIA CPA | Name |
| Phone | 8028636370 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL BRUHN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3932859 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ptvermont.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | To initiate, stimulate, and assist local and statewide efforts to preserve and use Vermont's rich collection of historic, architectural, cultural, and community resources. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2483171 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1722865 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21764 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 52167 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 68202 | InvestmentIncomePriorYear |
| Investment Income Current Year | 96575 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25730 | OtherRevenuePriorYear |
| Other Revenue Current Year | 22924 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2598867 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1894531 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1557185 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1083257 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 317748 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 321376 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 84399 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 316141 | OtherExpensePriorYear |
| Other Expenses Current Year | 391167 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2191074 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1795800 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 407793 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 98731 | RevenuesLessExpensesCY |
| Total Assets BOY | 5456361 | TotalAssetsBOY |
| Total Assets EOY | 5740319 | TotalAssetsEOY |
| Total Liabilities BOY | 10207 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3351 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5446154 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5736968 | NetAssetsOrFundBalancesEOY |
| Mission Description | To initiate, stimulate, and assist | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 967488 | Expense |
| Grants | 895580 | Grants |
| Description | "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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 198938 | Expense |
| Grants | 187677 | Grants |
| Description | "VILLAGE REVITALIZATION INITIATIVE" - WITH FUNDING FROM THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT, THE ORGANIZATION HAS FUNDED MAJOR REVITALIZATION PROJECTS IN A NUMBER OF VERMONT COMMUNITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 438979 | Expense |
| Revenue | 52167 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1605405 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM POLK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8026586647 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| PAUL BRUHN | ||||||
| Executive Director | 40.00 | X | 98711 | 0 | 8380 | |
| PETER BRINK | ||||||
| President | 3.00 | X | 0 | 0 | 0 | X |
| FRED BAY | ||||||
| Vice-President | 3.00 | X | 0 | 0 | 0 | X |
| MICHAEL NEWBOLD | ||||||
| Treasurer | 3.00 | X | 0 | 0 | 0 | X |
| JUDY HAYWARD | ||||||
| Secretary | 3.00 | X | 0 | 0 | 0 | X |
| MARK BEAMS | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| KATIE BUCKLEY | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| NEALE LUNDERVILLE | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| LYSSA PAPAZIAN | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| JOE PERROTTO | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| JOSH PHILLIPS | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| LINDA RAMSDELL | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| GRETCHEN SARIES | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| INA SMITH | ||||||
| Director | 3.00 | 0 | 0 | 0 | X | |
| NAT TRIPP | ||||||
| Director | 3 | X | ||||
| PAUL WYNCOOP | ||||||
| Director | 3 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98711 | TotalReportableCompFromOrg |
| Total Other Compensation | 8380 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 204762 | GovernmentGrants |
| All Other Contributions | 1518103 | AllOtherContributions |
| Noncash Contributions | 193440 | NoncashContributions |
| Total Contributions | 1722865 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn |
|---|---|---|
| Conference & Retreat Fees | 611600 | 14542 |
| Mgmt. Fee to 501(c)(2) Affiliate | 900099 | 25000 |
| Easement Monitoring Fees | 900099 | 9500 |
| Other Exempt Function Income | 900099 | 3125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 52167 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79579 | TotalRevenueColumn |
| Exclusion | $79,579 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2039879 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2022883 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16996 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16996 | TotalRevenueColumn |
| Exclusion | $16,996 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16482 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 5192 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11290 | TotalRevenueColumn |
| Exclusion | $11,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 21800 | GrossIncomeGaming |
| Gaming Direct Expenses | 10253 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11547 | TotalRevenueColumn |
| Exclusion | $11,547 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 87 | TotalRevenueColumn |
| Exclusion | $87 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1894531 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52167 | RelatedOrExemptFunctionIncome |
| Exclusion | $119,499 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1083257 | Total |
| Program Services | 1083257 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108850 | Total |
| Program Services | 76150 | ProgramServices |
| Management And General | 10864 | ManagementAndGeneral |
| Fundraising | 21836 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183386 | Total |
| Program Services | 126600 | ProgramServices |
| Management And General | 17511 | ManagementAndGeneral |
| Fundraising | 39275 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4266 | Total |
| Program Services | 2960 | ProgramServices |
| Management And General | 414 | ManagementAndGeneral |
| Fundraising | 892 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031 | Total |
| Program Services | 1409 | ProgramServices |
| Management And General | 197 | ManagementAndGeneral |
| Fundraising | 425 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22843 | Total |
| Program Services | 15848 | ProgramServices |
| Management And General | 2218 | ManagementAndGeneral |
| Fundraising | 4777 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62447 | Total |
| Program Services | 62447 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15685 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15685 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Program Services | 8000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20311 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 20311 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110786 | Total |
| Program Services | 102611 | ProgramServices |
| Management And General | 7500 | ManagementAndGeneral |
| Fundraising | 675 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18077 | Total |
| Program Services | 3423 | ProgramServices |
| Management And General | 6762 | ManagementAndGeneral |
| Fundraising | 7892 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13013 | Total |
| Program Services | 9305 | ProgramServices |
| Management And General | 1176 | ManagementAndGeneral |
| Fundraising | 2532 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24818 | Total |
| Program Services | 20086 | ProgramServices |
| Management And General | 1522 | ManagementAndGeneral |
| Fundraising | 3210 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19934 | Total |
| Program Services | 7700 | ProgramServices |
| Management And General | 11510 | ManagementAndGeneral |
| Fundraising | 724 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37600 | Total |
| Program Services | 37600 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15960 | Total |
| Program Services | 12187 | ProgramServices |
| Management And General | 3773 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5705 | Total |
| Program Services | 2835 | ProgramServices |
| Management And General | 2015 | ManagementAndGeneral |
| Fundraising | 855 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Expired options expense | 5000 | 5000 | 0 | 0 |
| Printing & publications | 13069 | 10882 | 1867 | 320 |
| Telephone & technology | 8881 | 5224 | 2671 | 986 |
| Other program expenses | 11881 | 11881 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1795800 | Total |
| Program Services | 1605405 | ProgramServices |
| Management And General | 105996 | ManagementAndGeneral |
| Fundraising | 84399 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51845 | BOY |
| EOY | 83258 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968631 | BOY |
| EOY | 1362876 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 30000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 460955 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65738 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392177 | BOY |
| EOY | 395217 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2446796 | BOY |
| EOY | 2786050 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 430000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566912 | BOY |
| EOY | 652918 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5456361 | BOY |
| EOY | 5740319 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10207 | BOY |
| EOY | 3351 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10207 | BOY |
| EOY | 3351 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004584 | BOY |
| EOY | 1092373 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2627745 | BOY |
| EOY | 2743770 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813825 | BOY |
| EOY | 1900825 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5446154 | BOY |
| EOY | 5736968 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5456361 | BOY |
| EOY | 5740319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 98731 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 183573 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 8510 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | true | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAudited |
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1767735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1760107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1840014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2483171 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1722865 | CurrentTaxYear |
| Total | 9573892 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1767735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1760107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1840014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2483171 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1722865 | CurrentTaxYear |
| Total | 9573892 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3108291 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6465601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56870 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79579 | CurrentTaxYear |
| Total | 331076 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9904968 | TotalSupport |
| Gross Receipts From Admissions Etc | 303323 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.65280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8000 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1787800 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1795800 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 239790 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59948 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 209377 | CurrentYearMinus3 |
| Current Year Minus2 | 182410 | CurrentYearMinus2 |
| Current Year Minus1 | 259554 | CurrentYearMinus1 |
| Current Year | 239790 | CurrentYear |
| Total | 891131 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,336,697 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 25000 | CurrentYearMinus3 |
| Current Year Minus2 | 15075 | CurrentYearMinus2 |
| Current Year Minus1 | 11250 | CurrentYearMinus1 |
| Current Year | 8000 | CurrentYear |
| Total | 59325 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 52344 | CurrentYearMinus3 |
| Current Year Minus2 | 45603 | CurrentYearMinus2 |
| Current Year Minus1 | 64889 | CurrentYearMinus1 |
| Current Year | 59948 | CurrentYear |
| Total | 222784 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $334,176 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Land Area | X | HistoricLandArea |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 61 | TotalNumberOfEasements |
| Total Acreage | 294.6 | TotalAcreage |
| Nmbr Hist Struct Easements | 19 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 6 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 378 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 8104 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 250000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | Lease to Non-Profit Museum Operator | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1813825 | BeginningOfYearBalance |
| Contributions | 87000 | Contributions |
| End Of Year Balance | 1900825 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1661625 | BeginningOfYearBalance |
| Contributions | 152200 | Contributions |
| End Of Year Balance | 1813825 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1481625 | BeginningOfYearBalance |
| Contributions | 180000 | Contributions |
| End Of Year Balance | 1661625 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1223625 | BeginningOfYearBalance |
| Contributions | 262000 | Contributions |
| Other Expenditures | 4000 | OtherExpenditures |
| End Of Year Balance | 1481625 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1114395 | BeginningOfYearBalance |
| Contributions | 109230 | Contributions |
| End Of Year Balance | 1223625 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12000 | InvestmentCostOrOtherBasis |
| Book Value | 12000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 395548 | InvestmentCostOrOtherBasis |
| Depreciation | 40569 | Depreciation |
| Book Value | 354979 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17950 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 16458 | OtherCostOrOtherBasis |
| Depreciation | 23269 | Depreciation |
| Book Value | 11139 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18999 | OtherCostOrOtherBasis |
| Depreciation | 1900 | Depreciation |
| Book Value | 17099 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 395217 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Investment in limited liability company | 180000 | C |
| Personal property - museum collection | 250000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 430000 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Interest-free loan/advances to Preservation Realty Holdings, Inc. | 537500 |
| Capitalized option costs | 36000 |
| Beneficial interest in assets held by others | 79418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 652918 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Retirement plan liability | Description |
| Amount | $3,351 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3351 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 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: |
| $1,092,825 UNDERWRITES THE EXECUTIVE DIRECTOR'S POSITION. $361,200 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." |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Silent Auction | NameOfEvent1 |
| Gross Receipts Event1 | 16482 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 16482 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 5192 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 16482 | GrossReceiptsTotal |
| Gross Revenue Total Events | 16482 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 5192 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5192 | DirectExpenseSummaryEvents |
| Net Income Summary | 11290 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 21800 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 10000 | CashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 253 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 21800 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 10000 | CashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 253 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 10253 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 11547 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | VT | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | false | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | WILLIAM POLK | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | PAUL BRUHN | GamingManagerNamePerson |
| Gaming Manager Services Provided | General Oversight and Management | GamingManagerServicesProvided |
| Gaming Manager Is Director Officer | X | GamingManagerIsDirectorOfficer |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BARNARD COMMUNITY TRUST INC | |||||||
| PO BOX 262 | BARNARD | VT | 05031 | 254562060 | 501(c)(3) | 517672 | Preservation |
| THE WILMINGTON FUND VT INC | |||||||
| 14 CASTLE HILL | WILMINGTON | VT | 05363 | 454301374 | 501(c)(3) | 43360 | Preservation |
| FRIENDS OF ALGIERS VILLAGE | |||||||
| 638 COOLIDGE HIGHWAY | GUILFORD | VT | 05301 | 201922996 | 501(c)(3) | 28177 | Preservation |
| MOST HOLY TRINITY CHURCH | |||||||
| 85 ST PAUL LANE | BARTON | VT | 05822 | 030180730 | 501(c)(3) | 27000 | Preservation |
| SHREWSBURY COOPERATIVE | |||||||
| 2658 NORTHAM ROAD | SHREWSBURY | VT | 05673 | 264026343 | N/A | 24325 | Preservation |
| FRIENDS OF FERRISBURGH FOR RESPONSIBLE GROWTH | |||||||
| 1168 FOUR WINDS ROAD | FERRISBURGH | VT | 05473 | 611600052 | N/A | 7000 | Preservation |
| THE DAIRY BAR INC | |||||||
| PO BOX 17 | WILMINGTON | VT | 05363 | 900810339 | N/A | 22395 | Preservation |
| GILMAN HOUSING TRUST INC | |||||||
| 316 MAIN STREET | NEWPORT | VT | 05855 | 030301520 | 501(c)(3) | 10000 | Preservation |
| GREEN MOUNTAIN COLLEGE | |||||||
| ONE BRENNAN CIRCLE | POULTNEY | VT | 05764 | 030179299 | 501(c)(3) | 100000 | Preservation |
| MAD RIVER LODGE #77 | |||||||
| PO BOX 448 | WAITSFIELD | VT | 05673 | 036007215 | 501(c)(7) | 10000 | Preservation |
| POPE MEMORIAL LIBRARY | |||||||
| 121 PARK STREET | DANVILLE | VT | 05828 | 036005659 | 501(c)(3) | 30000 | Preservation |
| TOWN OF BRIGHTON VT | |||||||
| PO BOX 377 | ISLAND POND | VT | 05846 | 036000399 | Municipality | 110000 | Preservation |
| TOWN OF FAIRLEE VT | |||||||
| PO BOX 95 | FAIRLEE | VT | 05045 | 036000474 | Municipality | 29447 | Preservation |
| TOWN OF ROCKINGHAM VT | |||||||
| PO BOX 370 | BELLOWS FALLS | VT | 05101 | 036000653 | Municipality | 13000 | Preservation |
| WASHBURN MASONIC LODGE #92 | |||||||
| PO BOX 133 | PEACHAM | VT | 05862 | 237538471 | 501(c)(7) | 30000 | Preservation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18440 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Share Price | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 175000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (17 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | A copy of the annual tax return is made available to all |
| Board members prior to its submission. | |
| Pt VI, Line 12c | All Directors, Officers, 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 salary levels are determined annually by the Board of Directors |
| (in Executive Session). | |
| Pt VI, Line 19 | The Organization makes the current and preceding two 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. | |
| 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 |
| Finance Committee. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION REALTY HOLDINGS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 CHURCH STREET | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030356606 | EIN |
| Primary Activities | Preservation of Historic Properties | PrimaryActivities |
| Legal Domicile State | VT | LegalDomicileState |
| Exempt Code Section | 501(c)(2) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVATION TRUST OF VT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEFT BANK LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803 | AddressLine1 |
| City | NO BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462789498 | EIN |
| Primary Activity | Rental Real Estate | PrimaryActivity |
| Legal Domicile State | VT | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeType |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PRESERVATION REALTY HOLDINGS INC | ||
| b | 37600 | Cash |
| PRESERVATION REALTY HOLDINGS INC | ||
| d | 537500 | Cash |
| PRESERVATION REALTY HOLDINGS INC | ||
| q | 25000 | FMV |
| THE LEFT BANK LLC | ||
| b | 180000 | FMV |
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