Nonprofit · EIN 03-0356606
PRESERVATION REALTY HOLDINGS INC
Tax-exempt · MONTPELIER, VT 05602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $77,091 | $46,123 | $30,968 | $1,193,924 | $1,706 | $1,192,218 |
| September 30, 2024 | 990 | $79,168 | $42,936 | $36,232 | $1,161,250 | $0 | $1,161,250 |
| September 30, 2023 | 990 | $39,722 | $34,122 | $5,600 | $1,125,018 | $0 | $1,125,018 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $61,388
- of which government grants
- $20,000
- Program service revenue
- $0
- Investment income
- $15
- Net rental income
- $15,688
- Other revenue
- $15,688
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,800
- Depreciation
- $32,156
- Management and general (functional)
- $46,123
Balance sheet and other
- Total assets, start of year
- $1,161,250
- Total assets, end of year
- $1,193,924
- Total liabilities, end of year
- $1,706
- Net assets, end of year
- $1,192,218
- Land, buildings and equipment
- $1,106,603
- Net assets without donor restrictions
- $1,192,218
- Gross receipts
- $77,091
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1998
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BEN DOYLE | PRESIDENT Trustee or director, Officer | 5 | $0 | $147,324 | $4,054 |
| JOHN WADHAMS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAIME LEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GRETCHEN SARIES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOE WEITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID TAPLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BEN DOYLE | PRESIDENT Trustee or director, Officer | 5 | $0 | $143,124 |
| JOHN WADHAMS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAIME LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRETCHEN SARIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID TAPLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE WEITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERRY TARRANT | COUNSEL (NON-VOTING) Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BEN DOYLE | PRESIDENT Trustee or director, Officer | 5 | $0 | $138,868 |
| MEREDITH DAVIS | TREASURER/PTV FINANCE MGR. Officer | 1 | $0 | $30,000 |
| JOHN WADHAMS | VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAIME LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRETCHEN SARIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID TAPLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE WEITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GERRY TARRANT | COUNSEL (NON-VOTING) Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 90 MAIN ST STE 304, MONTPELIER, VT 05602-3242
- In care of
- % PRESERVATION TRUST OF VERMONT INC
- 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 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.
Program accomplishments
- THE ORGANIZATION CONTINUES TO MAINTAIN HISTORIC PROPERTY FOR THE BENEFIT OF THE PRESERVATION TRUST OF VERMONT, INC.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 03-0356606
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,193,924
- Income (IRS master file)
- $77,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $77,091 | $46,123 | $1,193,924 | XML |
| 990 | September 2024 | $79,168 | $42,936 | $1,161,250 | XML |
| 990 | September 2023 | $39,722 | $34,122 | $1,125,018 | XML |
| 990 | September 2022 | $179,918 | $158,934 | $1,119,418 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 03-0356606).
Questions about PRESERVATION REALTY HOLDINGS INC
- What is the EIN of PRESERVATION REALTY HOLDINGS INC?
- The employer identification number (EIN) of PRESERVATION REALTY HOLDINGS INC is 03-0356606.
- Is PRESERVATION REALTY HOLDINGS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1998.
- Are donations to PRESERVATION REALTY HOLDINGS INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PRESERVATION REALTY HOLDINGS 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 REALTY HOLDINGS 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 REALTY HOLDINGS 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 REALTY HOLDINGS INC?
- The 990 for the year ended September 30, 2025 names BEN DOYLE.
- Who are the officers and directors of PRESERVATION REALTY HOLDINGS INC?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PRESERVATION REALTY HOLDINGS INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $77,091, expenses of $46,123 and total assets of $1,193,924 at year end.
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