2012-08-15T08:02:29-07:00 2011-09-30 WALLACE W TAPIA PC 131 MAIN ST 8TH FL BURLINGTON VT 05401 990 2010-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 104 CHURCH STREET BURLINGTON VT 05401 PAUL BRUHN 8026586647 2012-08-04 WALLACE W TAPIA CPA 8028636370 2010 2016-02-24 21:20:13Z PAUL BRUHN 104 CHURCH STREET BURLINGTON VT 05401 4457476 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. 14 14 5 100 0 1760107 1840014 28979 21478 20052 105904 11027 41309 1820165 2008705 937263 534184 0 300767 307573 675 0 67989 262676 232342 1501381 1074099 318784 934606 3897278 4780373 6531 8144 3890747 4772229 To initiate, stimulate, and assist local and statewide false false 278326 247926 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO APPROXIMATELY 20 INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT. 173129 150329 "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. 459090 135929 21478 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. 910545 true true false true 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 true false false false true true true true false true 9 2 true 5 true false false false false false true true false false false false X 14 14 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 91003 0 16530 LINDA RAMSDELL 3.00 X X 0 0 0 EMILY WADHAMS 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 HEIDI KRANTZ 3.00 X 0 0 0 ANN LAWLESS 3.00 X 0 0 0 CHARLIE MOORE 3.00 X 0 0 0 JOSH PHILLIPS 3.00 X 0 0 0 LISA RYAN 3.00 X 0 0 0 GRETCHEN SARIES 3.00 X 0 0 0 NAT TRIPP 3.00 X 0 0 0 PAUL WYNCOOP 3.00 X 0 0 0 91003 16530 0 false false false 0 186557 1653457 34022 1840014 Conference & Retreat Fees 611600 14731 Other Exempt Function Income 900099 6747 21478 56870 56870 2484587 2435553 49034 49034 49034 19030 3013 16017 16017 24975 10205 14770 14770 Miscellaneous 900099 522 522 Option Revenue 900099 10000 10000 10522 2008705 31478 137213 531784 531784 2400 2400 0 0 0 0 107533 75735 10746 21052 0 0 0 0 172904 128412 17168 27324 3861 2811 384 666 2241 1631 223 387 21034 15312 2094 3628 0 0 0 0 14746 14746 0 0 39297 14401 24896 0 15075 15075 0 0 0 0 13844 0 13844 0 26402 25727 0 675 8053 5866 1867 320 19222 4304 7914 7004 7414 5415 1190 809 0 0 0 0 11603 8484 1141 1978 32742 27761 1759 3222 0 0 0 0 18827 14259 4067 501 0 0 0 0 0 0 0 0 18556 12187 6369 0 4111 1785 1903 423 Other program expenses 2450 2450 0 0 1074099 910545 95565 67989 X 0 0 0 0 45069 123366 1535438 1918164 32000 30000 462294 54710 422145 407584 1368951 1786147 493675 515112 3897278 4780373 6531 8144 6531 8144 X 802489 848207 1606633 2262397 1481625 1661625 3890747 4772229 3897278 4780373 X 934606 -53124 X X true false true X false X 2277906 2052214 1767735 1760107 1840014 9697976 2277906 2052214 1767735 1760107 1840014 9697976 3012164 6685812 114755 112837 62916 58266 56870 405644 10103620 329665 0.66170 0.66140 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15075 15075 1059024 1074099 182410 45603 255870 245364 209377 182410 893021 1339532 14125 9200 25000 15075 63400 63968 61341 52344 45603 223256 334884 X X 61 293.6 19 4 0 1 true 366 5190 true 1481625 180000 1661625 1223625 262000 4000 1481625 1114395 109230 1223625 0.00000 1.00000 0.00000 false false 12000 12000 395548 20285 375263 17950 15473 15234 18189 21323 19191 2132 407584 Interest-free loan/advances to Preservation Realty Holdings, Inc. 515112 515112 Retirement plan liability 8144 8144 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: $852,825 UNDERWRITES THE EXECUTIVE DIRECTOR'S POSITION. $349,200 FUNDS THE PERIODIC MONITORING OF CONSERVATION EASEMENTS IN FURTHERANCE OF THE ORGANIZATION'S MISSION. $459,600 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 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. Silent Auction 19030 19030 3013 19030 19030 3013 3013 16017 24975 10000 205 false 24975 10000 205 10205 14770 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 FRIENDS OF ALGIERS VILLAGE INC 638 COOLIDGE HIGHWAY GUILFORD VT 05301 201922996 501(c)(3) 6000 Preservation MOUNTAIN VIEW FARM ANIMAL SANCTUARY PO BOX 58 EAST BURKE VT 05832 870714335 501(c)(3) 8525 Preservation CANAAN SCHOOL DISTRICT PO BOX 100 CANAAN VT 05903 036000415 Municipality 9768 Preservation BARNARD GENERAL STORE PO BOX 243 BARNARD VT 05301 371494892 N/A 10000 Preservation VERMONT NATURAL RESOURCES COUNCIL 9 BAILEY AVENUE MONTPELIER VT 05602 030223731 501(c)(3) 10000 Preservation LUNENBERG UNITED METHODIST CHURCH 20 BOBBIN MILL ROAD LUNENBERG VT 05906 030339360 501(c)(3) 10500 Preservation SHREWSBURY COOPERATIVE 2658 NORTHAM ROAD SHREWSBURY VT 05673 264026343 N/A 10850 Village Store DAR GENERAL STRONG MANSION 6656 ROUTE 17W WEST ADDISON VT 05491 030213501 501(c)(3) 12735 Preservation TOWN OF BRUNSWICK VERMONT 994 VT ROUTE 102 BRUNSWICK VT 05905 030370931 Municipality 15000 Preservation SAINT MARK'S CHURCH PO BOX 125 NEWPORT VT 05855 030324392 501(c)(3) 17000 Preservation TOP OF THE COMMON COMM INC 53 PARK AVENUE LUNENBERG VT 05906 260120379 501(c)(3) 17500 Preservation CLARENDON GRANGE COMM CTR 279 MIDDLE ROAD CLARENDON VT 05759 030222391 Municipality 21500 Preservation EAST CONCORD UNITED METHODIST CHURCH 1995 OREGON ROAD EAST CONCORD VT 05906 237196602 501(c)(3) 25000 Preservation RICHMOND HISTORICAL SOCIETY PO BOX 453 RICHMOND VT 05477 030259368 501(c)(3) 25000 Preservation HOUSING VERMONT 123 SAINT PAUL STRET BURLINGTON VT 05401 030315075 501(c)(3) 27000 Preservation READSBORO HOMETOWN REDEVELOPMENT INC PO BOX 294 READSBORO VT 05350 800483990 501(c)(3) 33758 Preservation UPRIGHT STEEPLE SOCIETY PO BOX 224 LYNDON VT 05849 264822555 501(c)(3) 35004 Preservation CRAFTSBURY ACADEMY PO BOX 667 MORRISVILLE VT 05661 030222223 501(c)(3) 50000 Preservation PUTNEY HISTORICAL SOCIETY PO BOX 05346 PUTNEY VT 05346 030301185 501(c)(3) 60480 Preservation MAD RIVER GLEN COOPERATIVE PO BOX 1089 WAITSFIELD VT 05673 030346605 N/A 64684 Preservation 17 3 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 34022 Average Share Price X 1 Not Applicable false false false Pt VI-B, Line 11a A copy of the annual tax return is made available to all Board members prior to its submission. Pt VI-B, 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-B, Line 15 All salary levels are determined annually by the Board of Directors (in Executive Session). Pt VI-C, 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 Unrealized loss 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 21437 N/A - Cash