2014-08-13T13:24:37-07:00 2013-09-30 WALLACE W TAPIA PC 131 MAIN ST 8TH FL BURLINGTON VT 05401 990 2012-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 104 CHURCH STREET BURLINGTON VT 05401 PAUL BRUHN 8026586647 2014-08-07 true WALLACE W TAPIA CPA 8028636370 2012 2015-11-30 17:44:51Z PAUL BRUHN 104 CHURCH STREET BURLINGTON VT 05401 3932859 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. 15 15 5 25 0 2483171 1722865 21764 52167 68202 96575 25730 22924 2598867 1894531 1557185 1083257 0 317748 321376 0 84399 316141 391167 2191074 1795800 407793 98731 5456361 5740319 10207 3351 5446154 5736968 To initiate, stimulate, and assist false false 967488 895580 "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. 198938 187677 "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. 438979 52167 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. 1605405 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 19 0 true 5 true false false false false false true true false false false false X 15 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 40.00 X 98711 0 8380 PETER BRINK 3.00 X X 0 0 0 FRED BAY 3.00 X X 0 0 0 MICHAEL NEWBOLD 3.00 X X 0 0 0 JUDY HAYWARD 3.00 X X 0 0 0 MARK BEAMS 3.00 X 0 0 0 KATIE BUCKLEY 3.00 X 0 0 0 NEALE LUNDERVILLE 3.00 X 0 0 0 LYSSA PAPAZIAN 3.00 X 0 0 0 JOE PERROTTO 3.00 X 0 0 0 JOSH PHILLIPS 3.00 X 0 0 0 LINDA RAMSDELL 3.00 X 0 0 0 GRETCHEN SARIES 3.00 X 0 0 0 INA SMITH 3.00 X 0 0 0 NAT TRIPP 3 X PAUL WYNCOOP 3 X 98711 8380 1 false false false 0 204762 1518103 193440 1722865 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 52167 79579 79579 2039879 2022883 16996 16996 16996 16482 5192 11290 11290 21800 10253 11547 11547 Miscellaneous 900099 87 87 87 1894531 52167 119499 1083257 1083257 0 0 0 0 0 0 108850 76150 10864 21836 0 0 0 0 183386 126600 17511 39275 4266 2960 414 892 2031 1409 197 425 22843 15848 2218 4777 0 0 0 0 62447 62447 0 0 15685 0 15685 0 8000 8000 0 0 0 0 20311 0 20311 0 110786 102611 7500 675 0 0 0 0 18077 3423 6762 7892 0 0 0 0 0 0 0 0 13013 9305 1176 2532 24818 20086 1522 3210 0 0 0 0 19934 7700 11510 724 0 0 0 0 37600 37600 0 0 15960 12187 3773 0 5705 2835 2015 855 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 1795800 1605405 105996 84399 X 0 0 0 0 51845 83258 1968631 1362876 30000 30000 460955 65738 392177 395217 2446796 2786050 430000 566912 652918 5456361 5740319 10207 3351 10207 3351 X 1004584 1092373 2627745 2743770 1813825 1900825 5446154 5736968 5456361 5740319 X 98731 183573 8510 X X true X false true false X 1767735 1760107 1840014 2483171 1722865 9573892 1767735 1760107 1840014 2483171 1722865 9573892 3108291 6465601 62916 58266 56870 73445 79579 331076 9904968 303323 0.65280 0.64700 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8000 8000 1787800 1795800 239790 59948 209377 182410 259554 239790 891131 1336697 25000 15075 11250 8000 59325 52344 45603 64889 59948 222784 334176 X X 61 294.6 19 6 0 1 true 378 8104 true 250000 X X X X Lease to Non-Profit Museum Operator false 1813825 87000 1900825 1661625 152200 1813825 1481625 180000 1661625 1223625 262000 4000 1481625 1114395 109230 1223625 0.00000 1.00000 0.00000 false false 12000 12000 395548 40569 354979 17950 16458 23269 11139 18999 1900 17099 395217 Investment in limited liability company 180000 C Personal property - museum collection 250000 C 430000 Interest-free loan/advances to Preservation Realty Holdings, Inc. 537500 Capitalized option costs 36000 Beneficial interest in assets held by others 79418 652918 Retirement plan liability 3351 3351 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 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." Silent Auction 16482 16482 5192 16482 16482 5192 5192 11290 21800 10000 253 false 21800 10000 253 10253 11547 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) 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 10 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 6 18440 Average Share Price X 1 175000 Appraisal 2 false false false 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. 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 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 37600 Cash PRESERVATION REALTY HOLDINGS INC d 537500 Cash PRESERVATION REALTY HOLDINGS INC q 25000 FMV THE LEFT BANK LLC b 180000 FMV