2024-08-14T10:27:34-05:00 2023-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2022-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 BEN DOYLE PRESIDENT 8026586647 2024-08-12 1 0 CONNIE FELLION P01875413 8026581808 2024-08-12 2022 2024-08-08 14:25:15Z BEN DOYLE 90 MAIN STREET 304 MONTPELIER VT 05602 3254039 0 X WWW.PTVERMONT.ORG X 1980 VT TO INITIATE AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RESOURCES. 17 17 10 17 0 0 2209091 2047708 7536 24481 500463 164402 0 0 2717090 2236591 1067955 1310601 0 0 514812 563942 0 0 143755 419292 444299 2002059 2318842 715031 -82251 10529720 11000680 149283 144966 10380437 10855714 TO INITIATE, STIMULATE, AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RICH COLLECTION OF HISTORIC, ARCHITECTURAL, CULTURAL, AND COMMUNITY RESOURCES. 0 0 1415449 1310601 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS,THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 130 TOWNS,INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION ANDREHABILITATION PROJECTS THROUGHOUT VERMONT. 571192 24481 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. 1986641 1 1 0 1 0 0 1 1 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 23 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 LYSSA PAPAZIAN CHAIR (TERM 11/16/23) 3.00 X X 0 0 0 LIZ GAMACHE CHAIR (START 11/16/23) 3.00 X X 0 0 0 MARK BEAMS VICE-CHAIR 3.00 X X 0 0 0 INA SMITH SECRETARY (START 11/16/23) 3.00 X X 0 0 0 JUSTIN MCCABE TREASURER (START 11/16/23) 3.00 X X 0 0 0 EMILY WADHAMS DIRECTOR 3.00 X 0 0 0 TED BRADY DIRECTOR 3.00 X 0 0 0 CHRISTINE GRAHAM DIRECTOR 3.00 X 0 0 0 ELISABETH KULAS DIRECTOR 3.00 X 0 0 0 JAIME LEE DIRECTOR 3.00 X 0 0 0 NEAL LUNDERVILLE DIRECTOR 3.00 X 0 0 0 DAVID MARVIN DIRECTOR 3.00 X 0 0 0 CHARLIE SINCERBEAUX DIRECTOR 3.00 X 0 0 0 DAVID TAPLIN DIRECTOR 3.00 X 0 0 0 PAUL WYNCOOP DIRECTOR 3.00 X 0 0 0 VIKAS MANGIPUDI DIRECTOR (START 8/9/23) 3.00 X 0 0 0 AMY CUNNINGHAM DIRECTOR (START 8/9/23) 3.00 X 0 0 0 PHET KEOMANYVANH DIRECTOR (START 8/9/23) 3.00 X 0 0 0 BEN DOYLE EXECUTIVE DIRECTOR 40.00 5.00 X 138868 0 0 138868 0 0 1 0 0 0 0 2047708 25769 2047708 CONFERENCE & RETREAT FEES 513190 24481 24481 24481 171310 171310 1010540 1017448 -6908 -6908 -6908 2236591 24481 0 164402 1310601 1310601 143639 100547 14364 28728 353337 264193 34811 54333 13485 9896 1334 2255 17929 12550 1793 3586 35552 26093 3518 5941 5368 5368 45688 45688 23785 23785 45032 45032 36777 23408 4040 9329 13567 8302 3681 1584 15240 11185 1508 2547 42434 29767 8867 3800 26169 22137 1344 2688 78075 61543 16532 5077 5077 56549 53859 1076 1614 12668 11275 639 754 PRINTING & PUBLICATIONS 28584 1220 1220 26144 DUES & SUBSCRIPTIONS 3844 3844 BANK CHARGES 2732 2732 MISCELLANEOUS 2710 1991 267 452 2318842 1986641 188446 143755 21099 112603 1178328 1157638 160326 160000 464690 199133 278164 265557 6318079 6776402 1538006 1494064 1035718 1034416 10529720 11000680 147050 142671 2233 2295 149283 144966 X 4449150 5001121 5931287 5854593 10380437 10855714 10529720 11000680 X -82251 547427 10101 X 0 1 X 1 0 X 1556511 2402266 2568113 2209091 2047708 10783689 1556511 2402266 2568113 2209091 2047708 10783689 2157402 8626287 117162 104092 98472 126798 171310 617834 28905 28905 2342 61 2403 11432831 151505 0.75450 0.75270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23785 23785 2295057 2318842 265942 66486 0 0 238851 279232 250103 265942 1034128 1551192 15470 15305 22500 23785 77060 59713 69808 62526 66486 258533 387800 X X 91 376.81 30 0 0 1 1 1080.00 51238 1 1394003 X X X 0 3025698 320000 3345698 2840698 185000 3025698 2735448 105250 2840698 2602620 132828 2735448 2515620 87000 2602620 0.00000 1.00000 0.00000 0 0 12000 12000 395547 141992 253555 17950 16373 34321 2 22820 22820 0 265557 MUSEUM COLLECTIONS 1394064 C INVESTMENT IN RESERVATION - RELATED LLC 100000 C 1494064 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 75647 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 135280 RIGHT-OF-USE ASSET 822339 SECURITY DEPOSIT 1150 1034416 RETIREMENT PLAN LIABILITY 2295 2295 X PART 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). PART 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. PART 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 WAS 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. ADDITIONAL AMOUNTS OF CAPITALIZED COLLECTIONS HAVE BEEN RECEIVED VIA DONATION. PART V, LINE 4: EARNINGS ON THE FOLLOWING PERMANENT ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING PURPOSES: 1) $409,200 FUNDS THE PERIODIC MONITORING OF CONSERVATION EASEMENTS IN FURTHERANCE OF THE ORGANIZATION'S MISSION, 2) $1,252,903 UNDERWRITES THE EXECUTIVE DIRECTOR'S POSITION, 3) $863,750 SUPPORTS COMMUNITY EFFORTS TO PRESERVE AND STRENGTHEN VERMONT'S HISTORIC AND CULTURAL RESOURCES AND 4) $499,845 FUNDS DOWNTOWN PRESERVATION EFFORTS. PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1). CONTRIBUTIONS TO THE TRUST QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER INTERNAL REVENUE CODE SECTION 170(B)(1)(A). PTV IS EXEMPT FROM FEDERAL INCOME TAX AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. THE TRUST BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED SEPTEMBER 30, 2020. 1 ALBANY ACADEMY BUILDING 140 ACADEMY ROAD ALBANY NY 12208 141338579 501 (C)(3) 10000 0 PRESERVATION BARNET BEN'S MILL PO BOX 50 BARNET VT 05821 030372112 501 (C)(3) 30000 0 PRESERVATION BARRE COMMUNITY RELIEF FUND PO BOX 265 BARRE VT 05641 932440024 501 (C)(3) 10000 0 PRESERVATION BRIAN KNIGHT RESEARCH PO BOX 1096 MANCHESTER VT 05254 000000000 N/A 8460 0 PRESERVATION BRIDGEWATER AREA COMMUNITY FOUNDATION PO BOX 263 BRIDGEWATER VT 05034 831706093 501 (C)(3) 100000 0 PRESERVATION CALEDONIA GRANGE HALL 88 CHURCH STREET EAST HARDWICK VT 05836 237590117 GOVERNMENT 7187 0 PRESERVATION EAST CALAIS COMMUNITY TRUST INC PO BOX 14 EAST CALAIS VT 05650 844740091 501 (C)(3) 311000 0 PRESERVATION ESSEX NORTH SUPERVISORY UNION 5 PARK STREET CANAAN VT 05903 036000415 GOVERNMENT 30730 0 PRESERVATION FRIENDS OF ALGIERS VILLAGE INC 475 COOLIDGE HWY APT D GUILFORD VT 05301 201922996 501 (C)(3) 8750 0 PRESERVATION FRIENDS OF THE CAPITAL CITY GARAGE INC PO BOX 192 NORTHFIELD FALLS VT 05664 300717428 501 (C)(3) 8994 0 PRESERVATION FRIENDS OF THE OPERA HOUSE AT ENOSBURG PO BOX 1250 ENOSBURG FALLS VT 05450 030353647 501 (C)(3) 10091 0 PRESERVATION FRIENDS OF VERGENNES OPERA HOUSE PO BOX 88 VERGENNES VT 05491 030341456 501 (C)(3) 15050 0 PRESERVATION BRIGGS OPERA HOUSE PO BOX 85 WHITE RIVER JUNCTION VT 05001 822459520 501(C)(3) 6646 0 PRESERVATION GRASS ROOTS ARTS AND COMMUNITY EFFORT PO BOX 906 HARDWICK VT 05843 223133388 501 (C)(3) 12714 0 PRESERVATION HASKEL FREE LIBRARY INC 93 CASWELL AVENUE DERBY LINE VT 05830 036010569 501 (C)(3) 30065 0 PRESERVATION HOLLAND HISTORICAL SOCIETY 120 SCHOOL ROAD DERBY LINE VT 05830 222532445 501 (C)(3) 35000 0 PRESERVATION HYDE PARK GIHON VALLEY HALL PO BOX 98 HYDE PARK VT 05655 030223475 GOVERNMENT 50000 0 PRESERVATION LANDMARK TRUST 707 KIPLING ROAD SUMMERSTON VT 05301 030331485 501 (C)(3) 10000 0 PRESERVATION MCINDOES FALLS ACADEMY PO BOX 129 MCINDOE FALLS VT 05050 030184087 501 (C)(3) 60000 0 PRESERVATION MONTGOMERY CENTER FOR THE ARTS PO BOX 137 MONTGOMERY CENTER VT 05471 821869668 501 (C)(3) 9105 0 PRESERVATION MONTPELIER ALIVE 39 MAIN STREET MONTPELIER VT 05602 030371500 501 (C)(3) 9941 0 PRESERVATION NORTH CALAIS MEMORIAL HALL ASSOCIATION 207 GAR ROAD CALAIS VT 05648 831065910 501 (C)(3) 10000 0 PRESERVATION NORTH DANVILLE BRAINERD MEMORIAL LIBRARY 4215 BRUCE BADGER MEMORIAL HWY DANVILLE VT 05828 464733032 501 (C)(3) 15687 0 PRESERVATION PRESERVATION REALTY HOLDINGS 104 CHURCH STREET BURLINGTON VT 05401 030356606 501 (C)(2) 23167 0 PRESERVATION ROKEBY MUSEUM 4334 US-7 FERRISBURGH VT 05456 036011083 501 (C)(3) 6400 0 PRESERVATION RUPERT VILLAGE TRUST PO BOX 45 RUPERT VT 05768 831422982 501 (C)(3) 21145 0 PRESERVATION RURALEDGE PO BOX 259 LYNDOVILLE VT 05851 030301520 501 (C)(3) 21000 0 PRESERVATION SHREWSBURY CO-OP AT PIERCE'S STORE 2658 NORTHAM ROAD SHREWSBURY VT 05738 264026343 501 (C)(3) 24500 0 PRESERVATION STALBANS HISTORICAL MUSEUM 9 CHURCH STREET STALBANS VT 05478 237154664 501 (C)(3) 10000 0 PRESERVATION STJOHNBURY ACADEMY 1000 MAIN STREET STJOHNSBURY VT 05819 030181215 501 (C)(3) 50000 0 PRESERVATION STJOHNSBURY FAIRBANKS MUSEUM 1302 MAIN STREET STJOHNSBURY VT 05819 030184732 501 (C)(3) 100000 0 PRESERVATION STEVEN'S & ASSOCIATES PC 95 MAIN STREET BRATTLEBORO VT 05301 000000000 N/A 15000 0 PRESERVATION THE MONTPELIER FOUNDATION 39 MAIN STREET MONTPELIER VT 05602 832812482 501 (C)(3) 10000 0 PRESERVATION TOWN OF ATHENS 25 BROOKLINE ROAD ATHENS VT 05143 030267647 GOVERNMENT 16706 0 PRESERVATION TOWN OF CONVENTRY PO BOX 8 COVENTRY VT 05825 036012921 GOVERNMENT 50000 0 PRESERVATION TOWN OF RICHFORD PO BOX 236 RICHFORD VT 05476 036000644 GOVERNMENT 10000 0 PRESERVATION WESTFORD COMMON HALL 21 BROOKSIDE ROAD WESTFORD VT 05494 850908084 501 (C)(3) 8833 0 PRESERVATION 36 2 PART 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 4 25769 AVERAGE SHARE PRICE 0 0 0 PART I, COLUMN (B): BASED ON NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND 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. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARIES ARE DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS (IN EXECUTIVE SESSION). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE CURRENT AND TWO PRECEDING 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. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 10,101. PRESERVATION REALTY HOLDINGS INC 104 CHURCH STREET BURLINGTON VT 05401 030356606 PRESERVATION OF HISTORIC PROPERTIES VT 501(C)(2) PRESERVATION TRUST OF VERMONT 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRESERVATION REALTY HOLDINGS B 23167 CASH