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Nonprofit · EIN 03-0281195

PRESERVATION TRUST OF VERMONT INC

Tax-exempt · MONTPELIER, VT 05602

Financials

$2.2M$2.3M2022$2.9M$2.7M2023$6.2M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of PRESERVATION TRUST OF VERMONT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$6,224,616$5,221,816$1,002,800$13,278,172$134,013$13,144,159
September 30, 2024990$2,853,459$2,737,261$116,198$12,448,682$139,612$12,309,070
September 30, 2023990$2,236,591$2,318,842-$82,251$11,000,680$144,966$10,855,714
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$5,410,157
Program service revenue
$14,387
Investment income
$800,072
Net gain from sales of assets
$522,302
Other revenue
$0

Expenses

Grants and similar amounts paid
$4,070,508
Compensation of officers, directors and key employees
$154,846
Other salaries and wages
$476,872
Salaries, compensation and benefits (total)
$733,299
Professional fundraising fees
$0
Legal fees
$1,043
Accounting fees
$19,790
Occupancy
$34,340
Travel
$33,553
Depreciation
$54,855
Program services (functional)
$4,728,561
Management and general (functional)
$350,043
Fundraising (functional)
$143,212

Balance sheet and other

Total assets, start of year
$12,448,682
Total assets, end of year
$13,278,172
Total liabilities, end of year
$134,013
Net assets, end of year
$13,144,159
Land, buildings and equipment
$247,816
Publicly traded securities
$8,330,442
Net assets without donor restrictions
$5,169,901
Net assets with donor restrictions
$7,974,258
Gross receipts
$7,445,455
Employees
11
Volunteers
17
Year formed
1980
State of legal domicile
VT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BEN DOYLEEXECUTIVE DIRECTOR
Officer
40$147,324$4,054
LIZ GAMACHECHAIR (END FY25)
Trustee or director, Officer
3$0$0
MARK BEAMSVICE-CHAIR (END FY25)
Trustee or director, Officer
3$0$0
JUSTIN MCCABETREASURER
Trustee or director, Officer
3$0$0
INA SMITHSECRETARY
Trustee or director, Officer
3$0$0
TED BRADYDIRECTOR
Trustee or director
3$0$0
AMY CUNNINGHAMVICE-CHAIR (START FY25)
Trustee or director, Officer
3$0$0
CHRISTINE GRAHAMDIRECTOR
Trustee or director
3$0$0
JAIME LEEDIRECTOR
Trustee or director
3$0$0
NEAL LUNDERVILLEDIRECTOR
Trustee or director
3$0$0
DAVID MARVINDIRECTOR
Trustee or director
3$0$0
CHARLIE SINCERBEAUXDIRECTOR
Trustee or director
3$0$0
DAVID TAPLINDIRECTOR
Trustee or director
3$0$0
EMILY WADHAMSDIRECTOR
Trustee or director
3$0$0
PAUL WYNCOOPDIRECTOR
Trustee or director
3$0$0
3 more people on this return
NameTitleHours / weekCompensation
VIKAS MANGIPUDIDIRECTOR
Trustee or director
3$0
EMILY MACLUREDIRECTOR (START FY25)
Trustee or director
3$0
JOHN WADHAMSCHAIR (START FY25)
Trustee or director, Officer
3$0
990 for the year ended September 30, 2024: 18 people
NameTitleHours / weekCompensation
BEN DOYLEEXECUTIVE DIRECTOR
Officer
40$143,124
LIZ GAMACHECHAIR
Trustee or director, Officer
3$0
MARK BEAMSVICE-CHAIR
Trustee or director, Officer
3$0
JUSTIN MCCABETREASURER
Trustee or director, Officer
3$0
INA SMITHSECRETARY
Trustee or director, Officer
3$0
TED BRADYDIRECTOR
Trustee or director
3$0
AMY CUNNINGHAMDIRECTOR
Trustee or director
3$0
CHRISTINE GRAHAMDIRECTOR
Trustee or director
3$0
PHET KEOMANYVANHDIRECTOR
Trustee or director
3$0
ELISABETH KULASDIRECTOR
Trustee or director
3$0
JAIME LEEDIRECTOR
Trustee or director
3$0
NEAL LUNDERVILLEDIRECTOR
Trustee or director
3$0
VIKAS MANGIPUDIDIRECTOR
Trustee or director
3$0
DAVID MARVINDIRECTOR
Trustee or director
3$0
CHARLIE SINCERBEAUXDIRECTOR
Trustee or director
3$0
DAVID TAPLINDIRECTOR
Trustee or director
3$0
EMILY WADHAMSDIRECTOR
Trustee or director
3$0
PAUL WYNCOOPDIRECTOR
Trustee or director
3$0
990 for the year ended September 30, 2023: 19 people
NameTitleHours / weekCompensation
BEN DOYLEEXECUTIVE DIRECTOR
Officer
40$138,868
LYSSA PAPAZIANCHAIR (TERM 11/16/23)
Trustee or director, Officer
3$0
LIZ GAMACHECHAIR (START 11/16/23)
Trustee or director, Officer
3$0
MARK BEAMSVICE-CHAIR
Trustee or director, Officer
3$0
INA SMITHSECRETARY (START 11/16/23)
Trustee or director, Officer
3$0
JUSTIN MCCABETREASURER (START 11/16/23)
Trustee or director, Officer
3$0
EMILY WADHAMSDIRECTOR
Trustee or director
3$0
TED BRADYDIRECTOR
Trustee or director
3$0
CHRISTINE GRAHAMDIRECTOR
Trustee or director
3$0
ELISABETH KULASDIRECTOR
Trustee or director
3$0
JAIME LEEDIRECTOR
Trustee or director
3$0
NEAL LUNDERVILLEDIRECTOR
Trustee or director
3$0
DAVID MARVINDIRECTOR
Trustee or director
3$0
CHARLIE SINCERBEAUXDIRECTOR
Trustee or director
3$0
DAVID TAPLINDIRECTOR
Trustee or director
3$0
PAUL WYNCOOPDIRECTOR
Trustee or director
3$0
VIKAS MANGIPUDIDIRECTOR (START 8/9/23)
Trustee or director
3$0
AMY CUNNINGHAMDIRECTOR (START 8/9/23)
Trustee or director
3$0
PHET KEOMANYVANHDIRECTOR (START 8/9/23)
Trustee or director
3$0

Address and contacts

Address (IRS master file)
90 MAIN ST STE 304, MONTPELIER, VT 05602-3242
Principal officer (990 for 2024)
BEN DOYLE, 90 MAIN STREET 304, MONTPELIER, VT 05602
Signed the 990
BEN DOYLE, PRESIDENT
Phone
(802) 658-6647
Return prepared by
MCSOLEY MCCOY & CO

Mission

TO INITIATE, STIMULATE, AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RICH COLLECTION OF HISTORIC, ARCHITECTURAL, CULTURAL, AND COMMUNITY RESOURCES.

990 for the year ended September 30, 2025

Program accomplishments

  • "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.
    Expenses $4,396,149 · grants $4,070,508
  • 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.
    Expenses $332,412 · revenue $14,387

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
03-0281195
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1982
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,278,172
Income (IRS master file)
$7,445,455

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$6,224,616$5,221,816$13,278,172XML
990September 2024$2,853,459$2,737,261$12,448,682XML
990September 2023$2,236,591$2,318,842$11,000,680XML
990September 2022$2,717,090$2,002,059$10,529,720IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0281195).

Questions about PRESERVATION TRUST OF VERMONT INC

What is the EIN of PRESERVATION TRUST OF VERMONT INC?
The employer identification number (EIN) of PRESERVATION TRUST OF VERMONT INC is 03-0281195.
Is PRESERVATION TRUST OF VERMONT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to PRESERVATION TRUST OF VERMONT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PRESERVATION TRUST OF VERMONT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PRESERVATION TRUST OF VERMONT INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PRESERVATION TRUST OF VERMONT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of PRESERVATION TRUST OF VERMONT INC?
The 990 for the year ended September 30, 2025 names BEN DOYLE.
Who are the officers and directors of PRESERVATION TRUST OF VERMONT INC?
The 990 for the year ended September 30, 2025 lists 18 people; 1 received compensation from the organization, the highest $147,324 (BEN DOYLE, EXECUTIVE DIRECTOR).
How much revenue does PRESERVATION TRUST OF VERMONT INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $6,224,616, expenses of $5,221,816 and total assets of $13,278,172 at year end.

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