2026-03-31T15:46:37-04:00 2025-06-30 061352068 CARNEY ROY AND GERROL PC 35 COLD SPRING ROAD SUITE 111 ROCKY HILL CT 060673161 990 2024-07-01 060979808 CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC CONN 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DIRECTOR 2035626312 2026-03-10 true true THOMAS D ROY P00292134 8607215786 2026-03-31 2024 2025-03-06 01:10:19Z PRESERVATION CONNECTICUT JANE MONTANARO 940 WHITNEY AVENUE HAMDEN CT 06517 4018114 false X WWW.CTTRUST.ORG X 1975 CT INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. 23 23 10 23 8682 966545 1564335 5091187 1766847 93365 100644 6081 8682 6157178 3440508 242387 302426 0 700596 815744 0 68080 5310385 2001502 6253368 3119672 -96190 320836 2772949 3180021 353099 280469 2419850 2899552 INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT. false false 2927686 302426 1775529 PRESERVATION SERVICES PROGRAM PROVIDES INFORMATION, REFERRAL AND FIELD SERVICES TO PRESERVATION GROUPS, MUNICIPALITIES, CORPS AND INDIVIDUALS. THE PROGRAM WAS DEVELOPED TO PROVIDE ASSISTANCE TO THE COMMUNITY REGARDING PRESERVATION. THE PROGRAM IS ALSO STRUCTURED TO INCREASE PUBLIC AWARENESS OF HISTORIC PRESERVATION, SENSITIZE CITIZENS TO PRESERVATION CONCERNS AND TO DISSEMINATE INFORMATION TO SPECIALIZED AND GENERAL AUDIENCES. 2927686 true true false true false false true false false true true false false false true false false true false false false false false false true false false true true false false false false false false false false false false false false false true false false false false true 18 0 true 10 true true true false false false false false false false false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false CT X JANE MONTANARO 2035626312 940 WHITNEY AVENUE HAMDEN CT 06517 JANE MONTANARO EXECUTIVE DI 40.00 X 110854 0 24583 CAROLINE SLOAT CHAIR 2.00 X X 0 0 0 MARY JEAN AGOSTINI VICE CHAIR 2.00 X X 0 0 0 GARRY LEONARD TREASURER 2.00 X X 0 0 0 ELLEN GOULD SECRETARY 2.00 X X 0 0 0 CATHERINE OSTEN BOARD MEMBER 2.00 X 0 0 0 BRIAN T SMITH BOARD MEMBER 2.00 X 0 0 0 CRISTINA ROSS BOARD MEMBER 2.00 X 0 0 0 NANCY BULLIS BOARD MEMBER 2.00 X 0 0 0 DEB COHEN BOARD MEMBER 2.00 X 0 0 0 NICK FABIANI BOARD MEMBER 2.00 X 0 0 0 EDWARD GERBER BOARD MEMBER 2.00 X 0 0 0 JOHN GOODRICH BOARD MEMBER 2.00 X 0 0 0 HENRY GRIGGS BOARD MEMBER 2.00 X 0 0 0 JOHN HARRINGTON BOARD MEMBER 2.00 X 0 0 0 JEFFREY KAUFMAN BOARD MEMBER 2.00 X 0 0 0 HILARY LEWIS BOARD MEMBER 2.00 X 0 0 0 TOM NISSLEY BOARD MEMBER 2.00 X 0 0 0 PRIYANKA PANJWANI BOARD MEMBER 2.00 X 0 0 0 EDITH PESTANA BOARD MEMBER 2.00 X 0 0 0 ALAN PONANSKI BOARD MEMBER 2.00 X 0 0 0 JAMES QUINN BOARD MEMBER 2.00 X 0 0 0 PIETER ROOS BOARD MEMBER 2.00 X 0 0 0 ROBERT TIERNEY BOARD MEMBER 2.00 X 0 0 0 110854 24583 1 false false false 41095 12097 650000 861143 1564335 CT HISTORIC CREDIT 1642200 1642200 PROGRAM SERVICE FEES 118548 118548 PROGRAM LOAN INTEREST 3375 3375 OTHER 2724 2724 1766847 61890 61890 598941 560187 38754 38754 38754 17419 12097 17419 NEWSLETTER 541800 8682 8682 8682 3440508 1766847 8682 100644 102200 102200 200226 200226 138140 119797 6428 11915 584508 510688 33087 40733 10086 8445 1641 26521 22205 4316 56489 45350 7320 3819 3081 3081 43685 43685 21500 21500 21362 21362 76809 73762 1741 1306 36377 32320 2506 1551 30123 28053 2070 5134 4446 393 295 19213 19213 18445 17793 652 19647 17016 1503 1128 15501 13425 1186 890 LOAN ALLOWANCE CT CREDIT 1642200 1642200 PRINTING - READERSHIP 39967 38641 1326 PROPERTY MAINTENANCE 8458 7325 647 486 3119672 2927686 123906 68080 136531 78494 609243 587305 86595 2250 618 250000 4184 9221 550412 410898 159161 139514 1611580 2278274 2772949 3180021 45966 45982 83250 76397 76397 230736 74840 353099 280469 X 2165935 2645637 253915 253915 2419850 2899552 2772949 3180021 X 320836 158866 X false true X true false X 982487 1168556 1192180 966545 1139025 5448793 982487 1168556 1192180 966545 1139025 5448793 513540 4935253 20306 26946 47408 55171 61890 211721 5660514 35027995 0.87190 0.87110 X SUPPORTING SCHEDULE BEQUEST - SUZANNE S SALOMAN TRUSTS 425,310 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 21500 false false 21500 false SCHEDULE C, PART II-B, LINE 1 DURING THE YEAR LEGAL ADVISORS OF THE TRUST TESTIFIED ON SEVERAL OCCASIONS REGARDING SPECIFIC BILLS AND ACTIVITIES RELATED TO PRESERVATION ISSUES AT THE STATE LEVEL. X X 42 132.95 42 23 1 false 141.00 7050 false 1524715 431769 214155 2170639 1338407 8621 177687 1524715 1120675 77920 139812 1338407 1264055 -143009 371 1120675 640230 431197 192628 1264055 0.99680 0.00320 false false 500131 376361 123770 50281 34537 15744 139514 REFUNDABLE ADVANCES 74840 74840 1935812 158866 158866 1776946 21362 1642200 1663562 3440508 1456110 1456110 21362 1642200 1663562 3119672 SCHEDULE D, PAGE 1, PART II, LINE 9 OVER THE LAST SEVERAL YEARS, THE TRUST HAS RECEIVED CONTRIBUTIONS OF EASEMENTS ON HISTORICALLY SIGNIFICANT HOUSES OR BUILDINGS. THESE EASEMENTS ARE RECORDED AT THEIR APPRAISED VALUES WHEN RECEIVED, IF THE VALUE IS DETERMINABLE. THE EASEMENTS OWNED BY THE TRUST ARE NOT TRANSFERABLE; THEREFORE, THE VALUE OF THE EASEMENT IS WRITTEN OFF DURING THE YEAR OF RECEIPT. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT'S INVESTMENT OBJECTIVE IS TO PRESERVE AND ENHANCE THE ENDOWMENT'S TOTAL VALUE SO THAT DISTRIBUTIONS FROM THE ENDOWMENT CAN PROVIDE A RELIABLE AND GROWING REVENUE STREAM TO SUPPORT THE TRUST'S OPERATIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B CT HISTORIC CREDIT 1,642,200 SCHEDULE D, PAGE 4, PART XII, LINE 4B LOAN ALLOWANCE CT CREDIT 1,642,200 SPECIAL EVENTS 29516 12097 17419 17419 29516 12097 17419 17419 17419 true FIRST ECCLESIASTICAL SOCIETY EAST H 499 TOWN ST EAST HADDAM CT 06423 7500 HISTORIC PRESERVATIO MANCHESTER HISTORICAL SOCIETY 175 PINE STREET MANCHESTER CT 06040 237002464 8890 HISTORIC PRESERVATIO YELLOW FARMHOUSE EDUCATION CENTER 389 N MAIN STREET STONINGTON CT 06378 823732013 10000 HISTORIC PRESERVATIO SIMSBURY HISTORICAL SOCIETY 800 HOPMEADOW STREET SIMSBURY CT 06070 066039934 10000 HISTORIC PRESERVATIO NORTH STONINGTON HISTORICAL SOCIETY 1 WYASSUP ROAD NORTH STONINGTON CT 06359 237107283 8500 HISTORIC PRESERVATIO MERWINSVILLE HOTEL RESTORATION INC 1 BROWNS FORGE ROAD GAYLORDSVILLE CT 06755 060907886 10000 HISTORIC PRESERVATIO HILL STEAD MUSEUM 35 MOUNTAIN ROAD FARMINGTON CT 06032 060646673 10000 HISTORIC PRESERVATIO CONNECTICUT DAUGHTERS OF THE AMERIC 169 WEST TOWN STREET LEBANON CT 06249 066043316 10000 HISTORIC PRESERVATIO WSA - MODERN RUINS 1 UNION SQUARE WEST NEW YORK NY 10003 5740 HISTORIC PRESERVATIO CALVARY TEMPLE CHRISTIAN CENTER IN 319 BARNUM AVE BRIDGEPORT CT 06608 061453777 15000 HISTORIC PRESERVATIO 10 HISTORIC PRESERVATION 15 200226 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION WITHHOLDS PARTIAL PAYMENT, USUALLY OF 50% OF THE TOTAL GRANT, UNTIL A FINAL GRANT REPORT IS RECEIVED FROM THE RECIPIENT AND IS APPROVED BY THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE CPA PREPARING THE 990 PRESENTS THE 990 TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C INTERESTED PERSONS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THE BOARD. THE MINUTES OF THE MEETINGS OF THE BOARD SHALL REFLECT THAT CONFLICTS WERE DISCLOSED, AS WELL AS THE BOARD'S DECISION REGARDING THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS SUSPECTED BUT NOT DISCLOSED, THE BOARD WILL APPROACH THE INTERESTED PERSON AND INVESTIGATE THE ALLEGED CONFLICT OF INTEREST. INTERESTED PERSONS WHO FAIL TO DISCLOSE CONFLICTS OF INTEREST MAY BE REMOVED FROM THE BOARD OR TERMINATED FROM EMPLOYMENT. INTERESTED PERSONS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY STATING THAT THEY HAVE READ THE POLICY AND AGREE TO COMPLY WITH THE POLICY. THE BOARD OF TRUSTEES REVIEWS THE POLICY ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF TRUSTEES AND IS BASED UPON PERFORMANCE EVALUATION AND AVAILABILITY OF FUNDS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR ALL STAFF, EXCLUSIVE OF THE EXECUTIVE DIRECTOR, IS DETERMINED BY THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. INCREASES IN SALARY ARE AWARDED BASED ON PERFORMANCE EVALUATIONS AND THE AVAILABILITY OF FUNDS TO THE TRUST. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST'S BYLAWS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE FROM THE TRUST UPON REQUEST. FORM 990, PART XI, LINE 9 CT HISTORIC CREDIT -1,642,200 LOAN ALLOWANCE CT CREDIT 1,642,200 HISTORIC PROPERTIES LLC 940 WHITNEY AVENUE HAMDEN CT 06517 HISTORIC CT 1642200 CTTRUSTHP