Nonprofit · EIN 06-0979808
CONNECTICUT TRUST FOR HISTORIC PRESERVATION
Tax-exempt · HAMDEN, CT 06517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,440,508 | $3,119,672 | $320,836 | $3,180,021 | $280,469 | $2,899,552 |
| June 30, 2024 | 990 | $6,157,178 | $6,253,368 | -$96,190 | $2,772,949 | $353,099 | $2,419,850 |
| June 30, 2023 | 990 | $5,077,022 | $5,172,195 | -$95,173 | $2,627,534 | $215,652 | $2,411,882 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,564,335
- of which government grants
- $650,000
- Membership dues
- $41,095
- Program service revenue
- $1,766,847
- Investment income
- $100,644
- Net gain from sales of assets
- $38,754
- Other revenue
- $8,682
Expenses
- Grants and similar amounts paid
- $302,426
- Compensation of officers, directors and key employees
- $138,140
- Other salaries and wages
- $584,508
- Salaries, compensation and benefits (total)
- $815,744
- Professional fundraising fees
- $0
- Legal fees
- $3,081
- Accounting fees
- $43,685
- Occupancy
- $5,134
- Travel
- $19,213
- Depreciation
- $19,647
- Program services (functional)
- $2,927,686
- Management and general (functional)
- $123,906
- Fundraising (functional)
- $68,080
Balance sheet and other
- Total assets, start of year
- $2,772,949
- Total assets, end of year
- $3,180,021
- Total liabilities, end of year
- $280,469
- Net assets, end of year
- $2,899,552
- Land, buildings and equipment
- $139,514
- Publicly traded securities
- $2,278,274
- Net assets without donor restrictions
- $2,645,637
- Net assets with donor restrictions
- $253,915
- Gross unrelated business income
- $8,682
- Gross receipts
- $4,018,114
- Employees
- 10
- Volunteers
- 23
- Year formed
- 1975
- State of legal domicile
- CT
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE MONTANARO | EXECUTIVE DI Officer | 40 | $110,854 | $24,583 |
| CAROLINE SLOAT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARY JEAN AGOSTINI | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GARRY LEONARD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN GOULD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CATHERINE OSTEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN T SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRISTINA ROSS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NANCY BULLIS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEB COHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NICK FABIANI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDWARD GERBER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN GOODRICH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HENRY GRIGGS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN HARRINGTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY KAUFMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| HILARY LEWIS | BOARD MEMBER Trustee or director | 2 | $0 |
| TOM NISSLEY | BOARD MEMBER Trustee or director | 2 | $0 |
| PRIYANKA PANJWANI | BOARD MEMBER Trustee or director | 2 | $0 |
| EDITH PESTANA | BOARD MEMBER Trustee or director | 2 | $0 |
| ALAN PONANSKI | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES QUINN | BOARD MEMBER Trustee or director | 2 | $0 |
| PIETER ROOS | BOARD MEMBER Trustee or director | 2 | $0 |
| ROBERT TIERNEY | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE MONTANARO | EXECUTIVE DI Officer | 40 | $105,575 | $3,245 |
| MARY JEAN AGOSTINI | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DEB COHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDWARD GERBER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELLEN GOULD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HENRY GRIGGS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN HARRINGTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY KAUFMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GARRY LEONARD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| REGAN MINER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TOM NISSLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CATHERINE OSTEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDITH PESTANA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES QUINN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PIETER ROOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRISTINA ROSS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAROLINE SLOAT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELAINE STILES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT TIERNEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JONATHAN WHARTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN T SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE MONTANARO | EXECUTIVE DI Officer | 40 | $101,500 | $3,090 |
| MARY JEAN AGOSTINI | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DEB COHEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDWARD GERBER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELLEN GOULD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| HENRY GRIGGS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN HARRINGTON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GARRETT HEHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFFREY KAUFMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GARRY LEONARD | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| REGAN MINER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TOM NISSLEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CATHERINE OSTEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EDITH PESTANA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES QUINN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PIETER ROOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRISTINA ROSS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CAROLINE SLOAT | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELAINE STILES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT TIERNEY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JONATHAN WHARTON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN T SMITH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 940 WHITNEY AVE, HAMDEN, CT 06517-4002
- Principal officer (990 for 2024)
- JANE MONTANARO, 940 WHITNEY AVENUE, HAMDEN, CT 06517
- Signed the 990
- JANE MONTANARO, EXECUTIVE DIRECTOR
- Phone
- (203) 562-6312
- Website
- WWW.CTTRUST.ORG
- Return prepared by
- CARNEY ROY AND GERROL PC
Mission
INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.
Program accomplishments
- PRESERVATION SERVICES PROGRAM PROVIDES INFORMATION, REFERRAL AND FIELD SERVICES TO PRESERVATION GROUPS, MUNICIPALITIES, CORPS AND INDIVIDUALS. THE PROGRAM WAS DEVELOPED TO PROVIDE ASSISTANCE TO THE COMMUNITY REGARDING PRESERVATION. THE PROGRAM IS ALSO STRUCTURED TO INCREASE PUBLIC AWARENESS OF HISTORIC PRESERVATION, SENSITIZE CITIZENS TO PRESERVATION CONCERNS AND TO DISSEMINATE INFORMATION TO SPECIALIZED AND GENERAL AUDIENCES.Expenses $2,927,686 · grants $302,426 · revenue $1,775,529
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0979808
- 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
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $3,180,021
- Income (IRS master file)
- $4,018,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,440,508 | $3,119,672 | $3,180,021 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $6,157,178 | $6,253,368 | $2,772,949 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,077,022 | $5,172,195 | $2,627,534 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $12,511,714 | $12,315,548 | $2,880,357 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 06-0979808).
Questions about CONNECTICUT TRUST FOR HISTORIC PRESERVATION
- What is the EIN of CONNECTICUT TRUST FOR HISTORIC PRESERVATION?
- The employer identification number (EIN) of CONNECTICUT TRUST FOR HISTORIC PRESERVATION is 06-0979808.
- Is CONNECTICUT TRUST FOR HISTORIC PRESERVATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to CONNECTICUT TRUST FOR HISTORIC PRESERVATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CONNECTICUT TRUST FOR HISTORIC PRESERVATION 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 CONNECTICUT TRUST FOR HISTORIC PRESERVATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONNECTICUT TRUST FOR HISTORIC PRESERVATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONNECTICUT TRUST FOR HISTORIC PRESERVATION?
- The 990 for the year ended June 30, 2025 names JANE MONTANARO.
- Who are the officers and directors of CONNECTICUT TRUST FOR HISTORIC PRESERVATION?
- The 990 for the year ended June 30, 2025 lists 24 people; 1 received compensation from the organization, the highest $110,854 (JANE MONTANARO, EXECUTIVE DI).
- How much revenue does CONNECTICUT TRUST FOR HISTORIC PRESERVATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,440,508, expenses of $3,119,672 and total assets of $3,180,021 at year end.
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All nonprofits in HAMDEN · Connecticut · Arts, culture and humanities