2026-08-17T12:54:11-05:00 2025-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2024-10-01 030281195 PRESERVATION TRUST OF VERMONT INC PRES 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 BEN DOYLE PRESIDENT 8026586647 2026-08-17 1 0 CONNIE FELLION P01875413 8026581808 2026-08-14 2024 2025-03-06 01:10:19Z BEN DOYLE 90 MAIN STREET 304 MONTPELIER VT 05602 7445455 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 11 17 0 0 2539546 5410157 18393 14387 295520 800072 0 0 2853459 6224616 1424215 4070508 0 0 603238 733299 0 0 143212 709808 418009 2737261 5221816 116198 1002800 12448682 13278172 139612 134013 12309070 13144159 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 4396149 4070508 "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. 332412 14387 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. 4728561 1 1 0 1 0 0 1 1 0 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 30 0 1 11 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 (END FY25) 3.00 X X 0 0 0 MARK BEAMS VICE-CHAIR (END FY25) 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 VICE-CHAIR (START FY25) 3.00 X X 0 0 0 CHRISTINE GRAHAM 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 EMILY WADHAMS DIRECTOR 3.00 X 0 0 0 PAUL WYNCOOP DIRECTOR 3.00 X 0 0 0 VIKAS MANGIPUDI DIRECTOR 3.00 X 0 0 0 EMILY MACLURE DIRECTOR (START FY25) 3.00 X 0 0 0 JOHN WADHAMS CHAIR (START FY25) 3.00 X X 0 0 0 BEN DOYLE EXECUTIVE DIRECTOR 40.00 5.00 X 147324 0 4054 147324 0 4054 1 0 1 0 0 5410157 830518 5410157 CONFERENCE & RETREAT FEES 513190 14387 14387 14387 277770 277770 1743141 1220839 522302 522302 522302 6224616 14387 0 800072 3984908 3984908 85600 85600 154846 108392 15485 30969 476872 316695 92178 67999 18283 12302 3116 2865 29507 20655 2951 5901 53791 36197 9168 8426 1043 1043 19790 19790 22720 22720 54156 54156 12556 5039 2488 5029 17659 3969 13589 101 16117 77 14404 1636 34340 4999 29341 33553 23326 9398 829 63343 42628 20674 41 5329 5329 41388 41388 54855 54855 18971 11468 6644 859 PRINTING & PUBLICATIONS 18554 18554 DUES & SUBSCRIPTIONS 3365 1760 1605 BANK CHARGES 270 66 201 3 5221816 4728561 350043 143212 123172 1699715 2074615 30000 60722 429048 181232 258668 247816 7974239 8330442 1450121 1406118 1035939 1035287 12448682 13278172 138136 134013 1476 0 139612 134013 X 5054423 5169901 7254647 7974258 12309070 13144159 12448682 13278172 X 1002800 -179089 11378 X 0 1 X 1 1 1 X 2568113 2209091 2047708 2539546 5410157 14774615 2568113 2209091 2047708 2539546 5410157 14774615 2277151 12497464 98472 126798 171310 209488 277770 883838 15658453 72753 0.79810 0.76300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22720 22720 5199097 5221817 411091 102773 0 0 250103 265942 286863 411091 1213999 1820999 22500 23785 23500 22720 92505 62526 66486 71716 102773 303501 455252 X X 103 429.86 36 0 0 1 1 1030.00 5745 1306118 X X X 0 3478270 1785991 5264261 3345698 132572 3478270 3025698 320000 3345698 2840698 185000 3025698 2735448 105250 2840698 0.00000 1.00000 0.00000 0 0 12000 12000 395548 162276 233272 21500 18956 2544 247816 MUSEUM COLLECTIONS 1306118 C INVESTMENT IN RESERVATION - RELATED LLC 100000 C 1406118 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 88172 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 140248 RIGHT-OF-USE ASSET 805217 SECURITY DEPOSIT 1650 1035287 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, 2022. 1 TOWN OF BRAINTREE 932 VERMONT ROUTE 12A BRAINTREE VT 05060 036000387 GOVERNMENT 5255 0 PRESERVATION TOWN OF CANAAN 318 CHRISTIAN HILL ROAD CANAAN VT 05903 030225351 GOVERNMENT 10000 0 PRESERVATION FIRST UNIVERSALIST PARISH OF DERBY LINE 112 MAIN STREET DERBY LINE VT 05830 056015987 501 (C)(3) 14663 0 PRESERVATION BRANDON CONGREGATIONAL CHURCH 1 CARVER STREET BRANDON VT 05733 036006839 501 (C)(3) 15000 0 PRESERVATION GREEN TIMBER WORKS 338 SQAURE ROAD GLOVER VT 05839 811857596 N/A 8100 0 PRESERVATION TOWN OF STJOHNSBURY 51 DEPOT SQUARE ST JOHNSBURY VT 05819 036000674 GOVERNMENT 23779 0 PRESERVATION TOWN OF LYNDON 119 PARK AVENUE LYNDONVILLE VT 05851 036000648 GOVERNMENT 27500 0 PRESERVATION TOWN OF POULTNEY 9 MAIN STREET SUITE 2 POULTNEY VT 05764 036000630 GOVERNMENT 6975 0 PRESERVATION PLYMOUTH CONGREGATIONAL CHURCH 7068 VT-105 EAST 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13051 0 PRESERVATION TOWN OF NEW HAVEN 78 NORTH STREET NEW HAVEN VT 05472 030278233 GOVERNMENT 100000 0 PRESERVATION PUTNEY HISTORICAL SOCIETY INC PO BOX 260 PUTNEY VT 05346 030301185 501 (C)(3) 7500 0 PRESERVATION GILMAN HOUSING TRUST PO BOX 259 LYNDONVILLE VT 05851 030301520 501 (C)(3) 50000 0 PRESERVATION ENVIRONMENTAL HAZARDS MANAGEMENT INC 378 BOYER CIRCLE WILLISTON VT 05495 030327453 N/A 5743 0 PRESERVATION LANDMARK TRUST 707 KIPLING ROAD SUMMERSTON VT 05301 030331485 501 (C)(3) 30018 0 PRESERVATION SHELDON HISTORICAL SOCIETY PO BOX 65 SHELDON SPRINGS VT 05485 030351503 501 (C)(3) 9725 0 PRESERVATION VERMONT COUNCIL ON RURAL DEVELOPMENT PO BOX 1384 MONTPELIER VT 05601 030354510 501 (C)(3) 181489 0 PRESERVATION TOWN HALL THEATER INC PO BOX 128 MIDDLEBURY VT 05753 030358794 501 (C)(3) 10000 0 PRESERVATION NORTHEAST KINGDOM ARTS COUNCIL INC PO BOX 476 HARDWICK VT 05843 030371888 501 (C)(3) 50000 0 PRESERVATION THE GRAY BUILDING COALITION INC PO BOX 171 NORTHFIELD VT 05663 030388243 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PEACHAM ROAD PEACHAM VT 05862 824245964 501 (C)(3) 32564 0 PRESERVATION READSBORO HOMETOWN REDEVELOPMENT INC PO BOX 261 READSBORO VT 05350 830483990 501 (C)(3) 17050 0 PRESERVATION FRIENDS OF THE UNION MEETING HALL PO BOX 115 FERRISBURGH VT 05456 843834906 501 (C)(3) 50000 0 PRESERVATION ELMORE COMMUNITY TRUST INC PO BOX 97 LAKE ELMORE VT 05657 850623566 501 (C)(3) 5438 0 PRESERVATION COOPERATION VERMONT PO BOX 127 MARSHFIELD VT 05658 873664242 501 (C)(3) 49098 0 PRESERVATION THE CIVIC STANDARD PO BOX 256 HARDWICK VT 05843 882597791 501 (C)(3) 15244 0 PRESERVATION REV GEORGE L FOX MEMORIAL CHAPEL PO BOX 11 GILMAN VT 05904 923420121 501 (C)(3) 21289 0 PRESERVATION STRAFFORD COMMUNITY TRUST INC PO BOX 24 SOUTH STRAFFORD VT 05070 990935727 501 (C)(3) 1807221 0 PRESERVATION BENSON VILLAGE TRUST INC 438 STONY POINT ROAD BENSON VT 05743 992489324 501 (C)(3) 83254 0 PRESERVATION THETFORD CENTER COMMUNITY TRUST 459 TUCKER HILL ROAD THETFORD CENTER VT 05075 993567766 501 (C)(3) 16429 0 PRESERVATION 53 3 PRESERVATION/RESTORATION 23 85600 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 X 0 0 0 0 0 0 0 0 0 BEN DOYLE EXECUTIVE DIRECTOR 147324 0 0 0 0 0 0 4054 0 0 147324 4054 0 0 X 15 430318 AVERAGE SHARE PRICE X 2 400200 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS RECEIVED. 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 11,378. 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 1 0 0 0 0 PRESERVATION REALTY HOLDINGS B 41388 CASH