2026-08-17T14:27:35-05:00 2025-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2024-10-01 030356606 PRESERVATION REALTY HOLDINGS INC PRES 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 BEN DOYLE PRESIDENT 8026586647 2026-08-17 1 0 CONNIE FELLION P01875413 8026581808 2026-08-17 2024 2025-03-06 01:10:19Z BEN DOYLE 90 MAIN STREET 304 MONTPELIER VT 05602 77091 0 X N/A X 1998 VT TO HOLD TITLE TO AND MANAGE REAL ESTATE DONATED TO OR ACQUIRED BY PRESERVATION TRUST OF VERMONT, INC. 6 5 0 6 0 0 65398 61388 0 0 24 15 13746 15688 79168 77091 0 0 0 0 0 0 0 0 0 42936 46123 42936 46123 36232 30968 1161250 1193924 0 1706 1161250 1192218 TO HOLD TITLE TO AND MANAGE REAL ESTATE DONATED TO OR ACQUIRED BY PRESERVATION TRUST OF VERMONT, INC. TO DATE, THE ORGANIZATION IS MANAGING THE HISTORIC PROPERTY KNOWN AS THE GRAND ISLE LAKE HOUSE. 0 0 THE ORGANIZATION CONTINUES TO MAINTAIN HISTORIC PROPERTY FOR THE BENEFIT OF THE PRESERVATION TRUST OF VERMONT, INC. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 8026586647 90 MAIN STREET 304 MONTPELIER VT 05602 BEN DOYLE PRESIDENT 5.00 40.00 X X 0 147324 4054 JOHN WADHAMS VICE-PRESIDENT 1.00 X X 0 0 0 JAIME LEE DIRECTOR 1.00 X 0 0 0 GRETCHEN SARIES DIRECTOR 1.00 X 0 0 0 JOE WEITH DIRECTOR 1.00 X 0 0 0 DAVID TAPLIN DIRECTOR 1.00 X 0 0 0 0 147324 4054 0 0 1 0 0 41388 20000 61388 15 15 15688 0 15688 15688 15688 77091 0 0 15703 1800 1800 4396 4396 32156 32156 3403 3403 MISCELLANEOUS 2483 2483 PROPERTY TAXES 1589 1589 REPAIRS AND MAINTENANCE 296 296 46123 0 46123 0 42126 77634 5697 2884 1812 7875 2468310 1361707 1110543 1106603 1161250 1193924 1706 0 1706 X 1161250 1192218 1161250 1192218 1161250 1193924 30968 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 850000 850000 1582843 1326240 256603 35467 35467 0 1106603 X 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). PRH 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. 0 0 0 BEN DOYLE PRESIDENT 0 147324 0 0 0 0 0 4054 0 0 0 151378 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE IS COMPENSTAED BY A RELATED PARTY. THE RELATED ORGANIZATION DETERMINES THE COMPENSATION THROUGH A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION ONLY HAS ONE MEMBER - PRESERVATION TRUST OF VERMONT, INC. ACTING THROUGH ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE NOMINATED AND ELECTED TO THREE-YEAR TERMS BY THE SOLE MEMBER OF THE ORGANIZATION AT THE CORPORATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO ITS SUBMISSION. FORM 990, PART VI, SECTION 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 ESTABLISHED TO RESOLVE OR AVOID ANY ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL ORGANIZATIONAL DOCUMENTS, INCLUDING ITS FORM 1024, ANNUAL TAX RETURNS, AND GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. PRESERVATION TRUST OF VERMONT INC 104 CHURCH STREET BURLINGTON VT 05401 030281195 HISTORIC PRESERVATION VT 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 PRESERVATION TRUST OF VERMONT INC C 41388 CASH RECEIVED