2013-08-15T11:00:12-07:00 2012-09-30 WALLACE W TAPIA PC 131 MAIN ST 8TH FL BURLINGTON VT 05401 990 2011-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 104 CHURCH STREET BURLINGTON VT 05401 PAUL BRUHN 8026586647 2013-08-02 true WALLACE W TAPIA CPA 8028636370 2011 2016-02-24 21:20:13Z PAUL BRUHN 104 CHURCH STREET BURLINGTON VT 05401 5171842 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 5 30 0 1840014 2483171 21478 21764 105904 68202 41309 25730 2008705 2598867 534184 1557185 0 307573 317748 0 72599 232342 316141 1074099 2191074 934606 407793 4780373 5456361 8144 10207 4772229 5446154 To initiate, stimulate, and assist local and statewide false false 350257 313468 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO APPROXIMATELY 75 INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT. 451098 423505 "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. 1212848 820212 21764 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. 2014203 true true false true false false true false false true true false false 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 13 2 true 5 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 40.00 X 91443 0 16397 LINDA RAMSDELL 3.00 X X 0 0 0 GRETCHEN SARIES 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 FRED BAY 3.00 X 0 0 0 PETER BRINK 3.00 X 0 0 0 NEALE LUNDERVILLE 3.00 X 0 0 0 JOE PERROTTO 3.00 X 0 0 0 INA SMITH 3.00 X 0 0 0 JOSH PHILLIPS 3.00 X 0 0 0 LISA RYAN 3.00 X 0 0 0 GEORGE HELLER 3.00 X 0 0 0 NAT TRIPP 3.00 X 0 0 0 PAUL WYNCOOP 3 X MARK BEAMS 3 X KATIE BUCKLEY 3 X 91443 16397 0 false false false 0 423505 2059666 270101 2483171 Conference & Retreat Fees 611600 14298 Other Exempt Function Income 900099 7466 21764 73445 73445 2552827 2558070 -5243 -5243 -5243 17435 4700 12735 12735 22700 10205 12495 12495 Miscellaneous 900099 500 500 500 2598867 21764 93932 1555621 1555621 1564 1564 0 0 0 0 108393 76233 10801 21359 0 0 0 0 180580 134747 17168 28665 4183 3054 405 724 2356 1720 228 408 22236 16235 2152 3849 0 0 0 0 38319 38319 0 0 42561 22866 19695 0 11250 11250 0 0 0 0 16896 0 16896 0 55951 55276 0 675 13530 11342 1868 320 21832 3626 9235 8971 8509 6639 1042 828 14768 11803 1063 1902 36014 29859 2148 4007 0 0 0 0 28768 12682 15586 500 0 0 0 0 0 0 0 0 16394 12187 4207 0 3818 1649 1778 391 Expired options expense 7200 7200 0 0 Other program expenses 331 331 0 0 2191074 2014203 104272 72599 X 0 0 0 0 123366 51845 1918164 1968631 30000 30000 463279 71102 407584 392177 1786147 2446796 515112 566912 4780373 5456361 8144 10207 8144 10207 X 848207 1004584 2262397 2627745 1661625 1813825 4772229 5446154 4780373 5456361 X 407793 266132 X X true false true X false X 2052214 1767735 1760107 1840014 2483171 9903241 2052214 1767735 1760107 1840014 2483171 9903241 3260097 6643144 112837 62916 58266 56870 73445 364334 10267575 295158 0.64700 0.66170 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11250 11250 2179824 2191074 259554 64889 245364 209377 182410 259554 896705 1345058 9200 25000 15075 11250 60525 61341 52344 45603 64889 224177 336266 X X 61 293.8 19 4 0 1 true 370 7582 true 1661625 152200 1813825 1481625 180000 1661625 1223625 262000 4000 1481625 0.00000 1.00000 0.00000 false false 12000 12000 395548 32472 363076 17950 16458 17307 17101 21323 21323 392177 Interest-free loan/advances to Preservation Realty Holdings, Inc. 525912 Capitalized option costs 41000 566912 Retirement plan liability 10207 10207 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 V Line 4 Earnings on the following endowment funds are restricted for the following purposes: $1,017,825 UNDERWRITES THE EXECUTIVE DIRECTOR'S POSITION. $349,200 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 17435 17435 4700 17435 17435 4700 4700 12735 22700 10000 205 false 22700 10000 205 10205 12495 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 THE WILMINGTON FUND VT INC 14 CASTLE HILL WILMINGTON VT 05363 454301374 501(c)(3) 472875 Preservation PUTNEY HISTORICAL SOCIETY PO BOX 233 PUTNEY VT 05346 030301185 501(c)(3) 99700 Preservation CANAAN SCHOOL DISTRICT PO BOX 100 CANAAN VT 05903 036000415 Municipality 12453 Preservation TOWN OF BLOOMFIELD VERMONT 3349 VT RTE 102 BLOOMFIELD VT 05905 020461759 Municipality 67947 Preservation READSBORO HOMETOWN REDEVELOPMENT INC PO BOX 261 READSBORO VT 05350 830483990 501(c)(3) 67151 Preservation FRIENDS OF ALGIERS VILLAGE 638 COOLIDGE HIGHWAY GUILFORD VT 05301 201922996 501(c)(3) 67323 Preservation EPISCOPAL DIOCESE OF VERMONT 5 ROCK POINT ROAD BURLINGTON VT 05408 030212592 501(c)(3) 50000 Preservation GREENSBORO BEND UNITED METHODIST CHURCH 813 MAIN ST GREENSBORO BEND VT 05842 036013064 501(c)(3) 50000 Preservation MOST HOLY TRINITY CHURCH 85 ST PAUL LANE BARTON VT 05822 030180730 501(c)(3) 15000 Preservation SHEFFIELD FEDERATED CHURCH PO BOX 152 SHEFFIELD VT 05866 222513432 501(c)(3) 30000 Preservation ORLEANS COUNTY FAIR ASSOCIATION PO BOX 580 BARTON VT 05822 036010725 501(c)(5) 25969 Preservation ORLEANS COUNTY HISTORICAL SOCIETY 109 STONE HOUSE ROAD BROWINGTON VT 05860 036010727 501(c)(3) 25000 Preservation POULTNEY HISTORICAL SOCIETY 1499 E MAIN ST POULTNEY VT 05764 237044602 501(c)(3) 25000 Preservation HOUSING VERMONT INC 123 SAINT PAUL STREET BURLINGTON VT 05401 030315075 501(c)(3) 98000 Preservation SHARD VILLA 1177 SHARD VILLA ROAD SALISBURY VT 05769 030186171 501(c)(3) 53076 Preservation SHREWSBURY COOPERATIVE 2658 NORTHAM ROAD SHREWSBURY VT 05673 264026343 N/A 11564 Preservation FRIENDS OF FERRISBURGH FOR RESPONSIBLE GROWTH 1168 FOUR WINDS ROAD FERRISBURGH VT 05473 611600052 N/A 11220 Preservation CITY OF NEWPORT VERMONT 222 MAIN ST NEWPORT VT 05855 036000595 Municipality 10000 Preservation MAD RIVER GLEN COOPERATIVE PO BOX 1089 WAITSFIELD VT 05673 030346605 N/A 16910 Preservation GETHSEMANE EPISCOPAL CHURCH PO BOX 217 PROCTORSVILLE VT 05153 030326469 501(c)(3) 10000 Preservation LATCHIS ARTS 50 MAIN ST BRATTLEBORO VT 05301 030231573 N/A 11000 Preservation POPOLO RESTAURANT GROUP 36 THE SQUARE BELLOWS FALLS VT 05101 453991010 N/A 10000 Preservation THE ALCHEMIST 35 CROSSROAD WATERBURY VT 05676 134256140 N/A 10000 Preservation WESLEY UNITED METHODIST CHURCH 56 SOUTH MAIN ST WATERBURY VT 05676 036033701 501(c)(3) 10000 Preservation WILMINGTON BAPTIST CHURCH PO BOX 847 WILMINGTON VT 05363 331060255 501(c)(3) 10822 Preservation TOWN OF NORWICH VERMONT PO BOX 376 NORWICH VT 05055 036000913 Municipality 9875 Preservation VILLAGE OF JOHNSON VERMONT PO BOX 603 JOHNSON VT 05656 036000531 Municipality 9303 Preservation TOWN OF SUDBURY VERMONT 36 BLACKSMITH LANE SUDBURY VT 05733 036003659 Municipality 15025 Preservation TOWN OF POULTNEY VERMONT 9 MAIN ST POULTNEY VT 05764 036000630 Municipality 6868 Preservation FRANKLIN HISTORICAL SOCIETY 576 MAIN ST FRANKLIN VT 05457 030311867 501(c)(3) 6500 Preservation MOUNTAIN VIEW FARM ANIMAL SANCTUARY PO BOX 38 EAST BURKE VT 05832 870714335 501(c)(3) 6475 Preservation ARVAD'S GRILL AND PUB 3 SO MAIN STREET WATERBURY VT 05676 030322864 N/A 10000 Preservation BRIDGEWATER SUSTAINABLE EARTH FOUNDATION PO BOX 223 BRIDGEWATER VT 05034 432104789 501(c)(3) 10000 Preservation THE DAIRY BAR INC PO BOX 17 WILMINGTON VT 05363 900810339 N/A 10000 Preservation TOP OF THE COMMON COMMITTEE INC 53 PART AVENUE LUNENBERG VT 05906 260120379 501(c)(3) 17045 Preservation ALBANY TOWN LIBRARY 530 MAIN STREET ALBANY VT 05820 036000344 501(c)(3) 17200 Preservation E ST JOHNSBURY 3RD CONGREGATIONAL CHURCH PO BOX 77 E ST JOHNSBURY VT 05838 030318208 501(c)(3) 20000 Preservation 28 9 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 9 270101 Average Share Price false false false Pt VI, Line 11a 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 15 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 XII, Line 2c The Organization's financial statements are reviewed by the Finance Committee. Pt XI Line 5 - Unrealized gains on investments. 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 false false false true false false false false false false false false false false false false false false NET INCREASE IN AMOUNTS DUE FROM PRESERVATION REALTY HOLDINGS INC d 10800 N/A - Cash