Nonprofit · EIN 06-6047999
NEW HAVEN PRESERVATION TRUST INC
Tax-exempt · NEW HAVEN, CT 06511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $190,726 | $171,605 | $19,121 | $528,731 | $55,135 | $473,596 |
| December 31, 2023 | 990 | $169,012 | $180,631 | -$11,619 | $539,819 | $132,395 | $407,424 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $159,931
- of which government grants
- $50,000
- Membership dues
- $24,415
- Program service revenue
- $18,340
- Investment income
- $12,455
- Net gain from sales of assets
- $4,083
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $62,714
- Salaries, compensation and benefits (total)
- $79,929
- Professional fundraising fees
- $0
- Accounting fees
- $4,800
- Occupancy
- $18,900
- Depreciation
- $2,746
- Program services (functional)
- $128,702
- Management and general (functional)
- $34,321
- Fundraising (functional)
- $8,582
Balance sheet and other
- Total assets, start of year
- $539,819
- Total assets, end of year
- $528,731
- Total liabilities, end of year
- $55,135
- Net assets, end of year
- $473,596
- Land, buildings and equipment
- $10,761
- Publicly traded securities
- $415,468
- Net assets without donor restrictions
- $274,769
- Net assets with donor restrictions
- $198,827
- Gross receipts
- $190,726
- Employees
- 3
- Volunteers
- 50
- Year formed
- 1961
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Glenn A Trunkfield | Treasurer Trustee or director, Officer | 8 | $10,965 |
| Charlotte Rea | President Trustee or director, Officer | 1 | $0 |
| Michael Waters | Vice President Trustee or director, Officer | 0 | $0 |
| Susan Godshall | Assistant Treasurer Trustee or director, Officer | 0 | $0 |
| Jill Martin | Secretary Trustee or director, Officer | 0 | $0 |
| Abigail Roth | Director Trustee or director | 0 | $0 |
| Chandni Vasisht | Director Trustee or director | 0 | $0 |
| Jeremy Mudd | Director Trustee or director | 0 | $0 |
| Margaret Chambers | Director Trustee or director | 0 | $0 |
| Channing Harris | Director Trustee or director | 0 | $0 |
| Kenya Adams-Martin | Director Trustee or director | 0 | $0 |
| Oliver Gaffney | Director Trustee or director | 0 | $0 |
| Betsy Grauer | Director Trustee or director | 0 | $0 |
| Rona Johnston | Director Trustee or director | 0 | $0 |
| Alex Meier-Tompkins | Director Trustee or director | 0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beth Miller | Director Trustee or director | 0 | $0 |
| W Frank Mitchell | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Glenn A Trunkfield | Treasurer/Bookkeeper Trustee or director, Officer | 8 | $10,215 |
| Charlotte Rea | President Trustee or director, Officer | 1 | $0 |
| Michael Waters | Vice President Trustee or director, Officer | 0 | $0 |
| Susan Godshall | Assistant Treasurer Trustee or director, Officer | 0 | $0 |
| Jill Martin | Secretary Trustee or director, Officer | 0 | $0 |
| Abigail Roth | Director Trustee or director | 0 | $0 |
| Chandni Vasisht | Director Trustee or director | 0 | $0 |
| Jeremy Mudd | Director Trustee or director | 0 | $0 |
| Margaret Chambers | Director Trustee or director | 0 | $0 |
| Channing Harris | Director Trustee or director | 0 | $0 |
| Kenya Adams-Martin | Director Trustee or director | 0 | $0 |
| Meenakshi Alreja | Director Trustee or director | 0 | $0 |
| Oliver Gaffney | Director Trustee or director | 0 | $0 |
| Betsey Grauer | Director Trustee or director | 0 | $0 |
| Dorthula Green | Director Trustee or director | 0 | $0 |
| Rona Johnston | Director Trustee or director | 0 | $0 |
| Alex Meier-Tompkins | Director Trustee or director | 0 | $0 |
| Beth Miller | Director Trustee or director | 0 | $0 |
| W Frank Mitchell | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 922 STATE ST, NEW HAVEN, CT 06511-0000
- Principal officer (990 for 2024)
- Charlotte Rea, 922 State Street PO Box 8968, New Haven, CT 06507
- Signed the 990
- Rona Johnston Gordon, President
- Phone
- (203) 562-5919
- Website
- www.nhpt.org
- Return prepared by
- Michael J Paolini CPA
Mission
Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods, including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.
Program accomplishments
- Primary purpose is to save and preserve buildings in New Haven, Connecticut through ongoing involvement with the city, Yale University and its neighborhoods including educational activities such as walking tours of downtown New Haven and area neighborhoods for the general public, area businesses, elementary schools, and colleges.Expenses $128,702 · revenue $18,340
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-6047999
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $528,731
- Income (IRS master file)
- $190,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $190,726 | $171,605 | $528,731 | IRS |
| 990 | December 2023 | $169,012 | $180,631 | $539,819 | XML |
| 990 | December 2022 | $186,611 | $172,805 | $401,066 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 06-6047999).
Questions about NEW HAVEN PRESERVATION TRUST INC
- What is the EIN of NEW HAVEN PRESERVATION TRUST INC?
- The employer identification number (EIN) of NEW HAVEN PRESERVATION TRUST INC is 06-6047999.
- Is NEW HAVEN PRESERVATION TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to NEW HAVEN PRESERVATION TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW HAVEN PRESERVATION TRUST 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 NEW HAVEN PRESERVATION TRUST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW HAVEN PRESERVATION TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NEW HAVEN PRESERVATION TRUST INC?
- The 990 for the year ended December 31, 2024 names Charlotte Rea.
- Who are the officers and directors of NEW HAVEN PRESERVATION TRUST INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization, the highest $10,965 (Glenn A Trunkfield, Treasurer).
- How much revenue does NEW HAVEN PRESERVATION TRUST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $190,726, expenses of $171,605 and total assets of $528,731 at year end.
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