2025-07-16T14:56:21-05:00 2024-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2023-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 BEN DOYLE PRESIDENT 8026586647 2025-07-11 1 0 CONNIE FELLION P01875413 8026581808 2025-07-10 2023 2025-03-06 01:10:19Z BEN DOYLE 90 MAIN STREET 304 MONTPELIER VT 05602 3659572 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 2047708 2539546 24481 18393 164402 295520 0 0 2236591 2853459 1310601 1424215 0 0 563942 603238 0 0 108540 444299 709808 2318842 2737261 -82251 116198 11000680 12448682 144966 139612 10855714 12309070 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 1538152 1424215 "PRESERVATION GRANTS" - IN PARTNERSHIP WITH SEVERAL MAJOR FOUNDATIONS, THE ORGANIZATION DISTRIBUTED DIRECT SUPPORT TO OVER 360 TOWNS, INDIVIDUALS AND ORGANIZATIONS IN SUPPORT OF RESTORATION AND REHABILITATION PROJECTS THROUGHOUT VERMONT. 910533 18393 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. 2448685 1 1 0 1 0 0 1 1 0 1 1 0 1 1 1 1 0 0 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 18 0 1 10 1 0 0 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 LIZ GAMACHE CHAIR 3.00 X X 0 0 0 MARK BEAMS VICE-CHAIR 3.00 X X 0 0 0 JUSTIN MCCABE TREASURER 3.00 X X 0 0 0 INA SMITH SECRETARY 3.00 X X 0 0 0 TED BRADY DIRECTOR 3.00 X 0 0 0 AMY CUNNINGHAM DIRECTOR 3.00 X 0 0 0 CHRISTINE GRAHAM DIRECTOR 3.00 X 0 0 0 PHET KEOMANYVANH 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 VIKAS MANGIPUDI 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 EMILY WADHAMS DIRECTOR 3.00 X 0 0 0 PAUL WYNCOOP DIRECTOR 3.00 X 0 0 0 BEN DOYLE EXECUTIVE DIRECTOR 40.00 5.00 X 143124 0 0 143124 0 0 1 0 0 0 0 2539546 342273 2539546 CONFERENCE & RETREAT F 513190 18393 18393 18393 209488 209488 892145 806113 86032 86032 86032 2853459 18393 0 295520 X 1424215 1424215 151284 105899 15128 30257 380679 327163 29293 24223 14892 12122 1244 1526 25631 17942 2563 5126 30752 25036 2568 3148 74334 37167 37167 23500 23500 50489 50489 276636 266417 1428 8791 8718 2476 5436 806 14008 11403 1170 1435 29059 17096 8374 3589 33777 31555 741 1481 84346 66838 17508 4921 4921 54381 51691 1076 1614 19223 17037 1313 873 PRINTING & PUBLICATIONS 28317 1323 1323 25671 DUES & SUBSCRIPTIONS 4884 4884 BANK CHARGES 3215 3215 2737261 2448685 180036 108540 112603 1157638 1699715 160000 30000 429048 170380 265557 258668 6776402 7974239 1494064 1450121 1034416 1035939 11000680 12448682 142671 138136 2295 1476 144966 139612 X 5001121 5054423 5854593 7254647 10855714 12309070 11000680 12448682 X 116198 1322933 14225 X 1 X 0 1 0 X 2402266 2568113 2209091 2047708 2539546 11766724 2402266 2568113 2209091 2047708 2539546 11766724 2247090 9519634 104092 98472 126798 171310 209488 710160 61 61 12476945 96212 0.76300 0.75450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23500 23500 2713761 2737261 286863 71716 0 0 279232 250103 265942 286863 1082140 1623210 15305 22500 23785 23500 85090 69808 62526 66486 71716 270536 405804 X X 94 377.56 30 0 0 1 1 940.00 7333 1 1350121 X X X 0 3345698 132572 3478270 3025698 320000 3345698 2840698 185000 3025698 2735448 105250 2840698 2602620 132828 2735448 0.00000 1.00000 0.00000 0 0 12000 12000 395548 152134 243414 21500 18246 3254 258668 MUSEUM COLLECTIONS 1350121 C INVESTMENT IN RESERVATION - RELATED LLC 100000 C 1450121 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 84143 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 136868 RIGHT-OF-USE ASSET 813778 SECURITY DEPOSIT 1150 1035939 BANK OVERDRAFT 1476 1476 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, 2021. 1 BRADFORD PUBLIC LIBRARY 21 SOUTH MAIN STREET PO BOX 619 BRADFORD VT 05033 030181210 501 (C)(3) 5250 0 PRESERVATION BRAINTREE HISTORICAL SOCIETY INC 273 WOODCHUCK HOLLOW WEST BRAINTREE VT 05669 036008556 501 (C)(3) 25737 0 PRESERVATION BRATTLEBORO MUSEUM AND ART CENTER 10 VERON STREET BRATTLEBORO VT 05301 036016116 501 (C)(3) 8748 0 PRESERVATION BRIAN KNIGHT RESEARCH PO BOX 1096 MANCHESTER VT 05254 000000000 N/A 15200 0 PRESERVATION CHANDLER CENTER FOR THE ARTS INC 71 N MAIN STREET RANDOLPH VT 05060 030266500 501 (C)(3) 37700 0 PRESERVATION ELMORE COMMUNITY TRUST INC PO BOX 97 LAKE ELMORE VT 05657 850623566 501 (C)(3) 100089 0 PRESERVATION ENGINEERING VENTURES PC 208 FLYNN AVE STE 2A BURLINGTON VT 05401 030343328 N/A 16137 0 PRESERVATION FRIENDS OF DOG MOUNTAIN INC 143 PARKS ROAD ST JOHNSBURY VT 05819 474173845 501 (C)(3) 47382 0 PRESERVATION FRIENDS OF THE UNION MEETING HALL PO BOX 115 FERRISBURGH VT 05456 843834906 501 (C)(3) 50600 0 PRESERVATION GEORGE PEABODY LIBRARY PO BOX 190 POST MILLS VT 05058 036025460 501 (C)(3) 5500 0 PRESERVATION INN AT MOUNTAINVIEW FARM PO BOX 355 EAST BURKE VT 05832 030316012 501 (C)(3) 10000 0 PRESERVATION JOHN G MCCULLOUGH FREE LIBRARY INC 1 PARK STREET NORTH BENNINGTON VT 05257 030220979 501 (C)(3) 6651 0 PRESERVATION MONTGOMERY CENTER FOR THE ARTS PO BOX 137 MONTGOMERY CENTER VT 05471 821869668 501 (C)(3) 21791 0 PRESERVATION MONTPELIER ALIVE 39 MAIN STREET MONTPELIER VT 05602 030371500 501 (C)(3) 57092 0 PRESERVATION NORTH COUNTIES HEALTH CARE 165 SHERMAN DRIVE ST JOHNSBURY VT 05819 510199559 501 (C)(3) 50000 0 PRESERVATION NORTH STAR COMMUNITY HALL 20 CROWLEY STREET BURLINGTON VT 05408 873095245 501 (C)(3) 10000 0 PRESERVATION NORWICH COMMUNITY COLLABORATIVE PO BOX 625 NORWICH VT 05055 921407836 501 (C)(3) 6500 0 PRESERVATION ORANGE COUNTRY RESTORATIVE JUSTICE CENTER PO BOX 58 CHELSEA VT 05038 030281855 501 (C)(3) 36241 0 PRESERVATION PRESERVATION REALTY HOLDINGS 104 CHURCH STREET BURLINGTON VT 05401 030356606 501 (C)(2) 65398 0 PRESERVATION REV GEORGE L FOX MEMORIAL CHAPEL PO BOX 11 GILMAN VT 05904 923420121 N/A 50500 0 PRESERVATION RURAL ARTS COLLABORATIVE PO BOX 300 GREENSBORO VT 05841 050501353 501 (C)(3) 39286 0 PRESERVATION SHELDON HISTORICAL SOCIETY PO BOX 65 SHELDON SPRINGS VT 05485 030351503 501 (C)(3) 33813 0 PRESERVATION SHIRES HOUSING PO BOX 1247 BENNINGTON VT 05201 222976053 501 (C)(3) 25000 0 PRESERVATION SHREWSBURY CO-OP AT PIERCE'S STORE 2658 NORTHAM ROAD SHREWSBURY VT 05738 264026343 501 (C)(3) 33260 0 PRESERVATION STALBANS HISTORICAL MUSEUM 9 CHURCH STREET STALBANS VT 05478 237154664 501 (C)(3) 9625 0 PRESERVATION STEVEN'S & ASSOCIATES PC 95 MAIN STREET BRATTLEBORO VT 05301 000000000 N/A 13053 0 PRESERVATION THE GRAY BUILDING COALITION INC PO BOX 171 NORTHFIELD VT 05663 030388243 501 (C)(3) 45100 0 PRESERVATION TOWN OF BARNET 1743 US ROUTE 5 SOUTH PO BOX 15 BARNET VT 05821 036000355 GOVERNMENT 47257 0 PRESERVATION TOWN OF DANVILLE PO BOX 183 DANVILLE VT 05828 036000443 GOVERNMENT 12178 0 PRESERVATION TOWN OF HARDWICK PO BOX 523 HARDWICK VT 05843 036000499 GOVERNMENT 129525 0 PRESERVATION TOWN OF LYNDON PO BOX 167 LYNDONVILLE VT 05851 036000648 GOVERNMENT 150607 0 PRESERVATION TROY MISSISQUOI VALLEY HISTORICAL SOCIETY PO BOX 237 NORTH TROY VT 05859 030262352 501 (C)(3) 25000 0 PRESERVATION VERMONT COUNCIL ON RURAL DEVELOPMENT PO BOX 1384 MONTPELIER VT 05601 030354510 501 (C)(3) 53554 0 PRESERVATION VILLAGE OF WEST BURKE PO BOX 46 WEST BURKE VT 05871 036010348 GOVERNMENT 16344 0 PRESERVATION 29 5 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 7 342273 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 IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 266,417. MANAGEMENT AND GENERAL EXPENSES 1,428. FUNDRAISING EXPENSES 8,791. TOTAL EXPENSES 276,636. FORM 990, PART XI, LINE 9: NET CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 14,225. 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 65398 CASH