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Nonprofit · EIN 04-3495397

PRESERVATION TRUST INC

Tax-exempt · SOUTHBOROUGH, MA 01772

Financials

$55K$20K2023$1.7M$10K2024
Revenue Expenses · by fiscal year end
Financials of PRESERVATION TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,691,720$10,072$1,681,648$4,007,127$0$4,007,127
December 31, 2023990-PF$55,300$19,701$35,599$2,326,028$0$2,326,028
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,655,000
Net rental income
$36,720

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$510

Balance sheet and other

Total assets, start of year
$2,326,028
Total assets, end of year
$4,007,127
Total liabilities, end of year
$0
Net assets, end of year
$4,007,127
Fair market value of assets
$4,007,127
Net investment income
$36,720

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM A DEPIETRI
738 97TH AVE N, NAPLES, FL 34110
PRESIDENT AND TREASURER0$0
JOANN PARADIS
7121 NORTHLAND DR, OMAHA, NE 68152
CLERK0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM A DEPIETRI
15 PRESIDENTIAL DRIVE, SOUTHBOROUGH, MA 01772
PRESIDENT AND TREASURER0$0
JOANN PARADIS
58 GLEN STREET, WESTBOROUGH, MA 01581
CLERK0$0

Address and contacts

Address (IRS master file)
259 TURNPIKE ROAD SUITE 100, SOUTHBOROUGH, MA 01772-1706
Signed the 990-PF
WILLIAM A DEPIETRI, PRESIDENT
Phone
(508) 485-5333
Return prepared by
UHY ADVISORS NORTHEAST INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3495397
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2000
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Environment (C340)
Assets (IRS master file)
$4,007,127
Income (IRS master file)
$1,691,720

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,691,720$10,072$4,007,127XML
990-PFDecember 2023$55,300$19,701$2,326,028XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-3495397).

Questions about PRESERVATION TRUST INC

What is the EIN of PRESERVATION TRUST INC?
The employer identification number (EIN) of PRESERVATION TRUST INC is 04-3495397.
Is PRESERVATION TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to PRESERVATION TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PRESERVATION TRUST INC file?
Form 990-PF. Private foundations file every year.
When is the next return of 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 PRESERVATION TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PRESERVATION TRUST INC?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does PRESERVATION TRUST INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,691,720, expenses of $10,072 and total assets of $4,007,127 at year end.

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