2024-11-05T14:09:33-06:00 2023-12-31 061281956 Michael J Paolini CPA 174 Cherry Street Milford CT 06460 990 2023-01-01 066047999 New Haven Preservation Trust Incorporated NEWP 2035625919 922 State Street PO Box 8968 New Haven CT 06507 Rona Johnston Gordon President 2035625919 2024-11-05 1 0 P00907074 2038760445 X 2023 2024-10-15 13:58:12Z Charlotte Rae 922 State Street PO Box 8968 New Haven CT 06507 178599 0 X www.nhpt.org X 1961 CT Preservation of Historical Structures 16 16 4 25 0 0 167330 149343 12790 5975 6491 7730 0 5964 186611 169012 0 0 0 0 71234 82104 0 0 9032 101571 98527 172805 180631 13806 -11619 401066 539819 29393 132395 371673 407424 X 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. 0 0 135475 13705 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. 135475 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X The Organization 2035625919 922 State Street New Haven CT 06511 Charlotte Rea President 1.00 X X 0 0 0 Michael Waters Vice President 0.00 X X 0 0 0 Susan Godshall Assistant Treasurer 0.00 X X 0 0 0 Glenn A Trunkfield Treasurer/Bookkeeper 8.00 X X 10215 0 0 Jill Martin Secretary 0.00 X X 0 0 0 Abigail Roth Director 0.00 X 0 0 0 Chandni Vasisht Director 0.00 X 0 0 0 Jeremy Mudd Director 0.00 X 0 0 0 Margaret Chambers Director 0.00 X 0 0 0 Channing Harris Director 0.00 X 0 0 0 Kenya Adams-Martin Director 0.00 X 0 0 0 Meenakshi Alreja Director 0.00 X 0 0 0 Oliver Gaffney Director 0.00 X 0 0 0 Betsey Grauer Director 0.00 X 0 0 0 Dorthula Green Director 0.00 X 0 0 0 Rona Johnston Director 0.00 X 0 0 0 Alex Meier-Tompkins Director 0.00 X 0 0 0 Beth Miller Director 0.00 X 0 0 0 W Frank Mitchell Director 0.00 X 0 0 0 10215 0 0 0 0 0 0 0 23845 58400 67098 149343 Service Fees 900099 5975 5975 5975 7730 7730 15551 9587 5964 5964 169012 13705 0 5964 75552 56664 15110 3778 6552 4914 1310 328 4700 3525 940 235 5870 4403 1174 293 582 437 116 29 5773 4329 1155 289 4400 3300 880 220 18815 14111 3763 941 2150 1612 430 108 1729 1297 346 86 2977 2233 595 149 Programs Expense 29232 21925 5846 1461 Postage and Printing 10292 7719 2058 515 Utilities 3085 2314 617 154 Telephone 2888 2166 578 144 6034 4526 1206 302 180631 135475 36124 9032 62172 41630 44860 108400 600 600 380 1317 20118 6614 0 13504 291554 329956 1500 0 0 44412 401066 539819 4393 12983 25000 75000 0 44412 29393 132395 X 245197 238344 126476 169080 371673 407424 401066 539819 -11619 47370 0 X X 0 1 X 1 0 X 141123 146621 168291 167330 149343 772708 24339 14123 9095 12790 21526 81873 165462 160744 177386 180120 170869 854581 0 0 0 854581 10412 4144 3168 6491 7730 31945 10412 4144 3168 6491 7730 31945 175874 164888 180554 186611 178599 886526 0.96400 0.96550 0.03600 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 525 525 0 19593 6089 13504 13504 Right-of-Use Assets 44412 44412 Lease Obligations 44412 44412 X 225969 47370 9587 56957 169012 0 169012 190218 9587 9587 180631 0 180631 Part X, Line 2: The Organization is a not-for-profit corporation exempt from federal income taxes under Section 501(c) (3) of the Internal Revenue Code. On January 1, 2009, the Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return only when it is determined that the income tax position will more likely than not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in material adverse effects on the Organization's financial condition, results of operations or cash flows. Accordingly, the Organization has no recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of December 31, 2023. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Organization believes it is no longer subject to income tax examinations for years prior to 2016. The Organization's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively. Part XI, Line 2d - Other Adjustments: Fundraising Expenses Netted Against Fundraising Revenues 9587. Part XII, Line 2d - Other Adjustments: Fundraising Expenses Netted Against Fundraising Revenues 9587. Special Event 13675 13675 2348 4700 1155 Plaque Sales 1876 1876 1384 15551 15551 2348 4700 2539 9587 5964 Form 990, Part VI, Section A, line 6 The Organization has members. Form 990, Part VI, Section A, line 7a The Organization has members that can elect or appoint members of the governing body. Form 990, Part VI, Section B, line 11b The Board reviews the Form 990 before it is filed. Form 990, Part VI, Section B, line 12c All board memebers are required to disclose in writing all conflicts that exist at the beginning of each fiscal year. Form 990, Part VI, Section B, line 15 All employees compensation is reviewed annually by the Board and any payroll increases are documented using current data. Form 990, Part VI, Section C, line 19 All applicable documents will be available upon request. Form 990, Part XII, Line 2c The Organization's Board of Directors asssumes responsibility for the oversight of the audit of its financial statements as well as the hiring of an independent accountant.