Nonprofit · EIN 06-1251869
HERITAGE PRESERVATION TRUST OF NEWTOWN INC
Tax-exempt · NEWTOWN, CT 06470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $59,108 | $68,393 | -$9,285 | $2,095,851 | $200 | $2,095,651 |
| June 30, 2024 | 990 | $56,459 | $57,607 | -$1,148 | $2,026,613 | $200 | $2,026,413 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $27,979
- Investment income
- $31,129
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $13,010
- Program services (functional)
- $68,393
Balance sheet and other
- Total assets, start of year
- $2,026,613
- Total assets, end of year
- $2,095,851
- Total liabilities, end of year
- $200
- Net assets, end of year
- $2,095,651
- Land, buildings and equipment
- $791,495
- Publicly traded securities
- $1,272,382
- Net assets without donor restrictions
- $2,023,219
- Net assets with donor restrictions
- $72,432
- Gross receipts
- $59,108
- Employees
- 0
- Year formed
- 1989
- 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 |
|---|---|---|---|
| SHERRY BAGGETT | DIRECTOR Trustee or director | – | $0 |
| STEFANIE CLAVETTE | TREASURER Trustee or director, Officer | 1 | $0 |
| GEOF DENT | DIRECTOR Trustee or director | – | $0 |
| ROBERT GECKLE | DIRECTOR Trustee or director | – | $0 |
| ROBERT HALL | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL HONAN | DIRECTOR Trustee or director | – | $0 |
| JOHN MADZULA II | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN MADZULA | DIRECTOR Trustee or director | – | $0 |
| DANIEL ROSENTHAL | DIRECTOR Trustee or director | – | $0 |
| DONALD T STUDLEY | DIRECTOR Trustee or director | – | $0 |
| LAUREEN TROTTO | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI BAGGETT | DIRECTOR Trustee or director | – | $0 |
| WILLIAM BRIMMER | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEFANIE CLAVETTE | TREASURER Trustee or director, Officer | 1 | $0 |
| GEOFF DENT | DIRECTOR Trustee or director | – | $0 |
| ROBERT GECKLE | DIRECTOR Trustee or director | – | $0 |
| ROBERT HALL | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL HONAN | DIRECTOR Trustee or director | – | $0 |
| JOHN MADZULA II | DIRECTOR Trustee or director | – | $0 |
| ZACHARY KINSMAN | DIRECTOR Trustee or director | – | $0 |
| JOHN MADZULA | DIRECTOR Trustee or director | – | $0 |
| DONALD T STUDLEY | DIRECTOR Trustee or director | – | $0 |
| LAUREEN TROTTO | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| BRIAN C WHITE | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3082, NEWTOWN, CT 06470-3082
- In care of
- % BRIAN C WHITE
- Principal officer (990 for 2024)
- JOHN MADZULA II
- Signed the 990
- STEFANIE CLAVETTE, TREASURER
- Phone
- (203) 426-8500
- Return prepared by
- CLAVETTE & COMPANY LLC CPA
Mission
PRESERVATION OF A HISTORIC BUILDING. THE BUILDING IS AVAILABLE TO THE GENERAL PUBLIC FOR MEETINGS, WEDDINGS AND FUNERALS
Program accomplishments
- PRESEVATION OF THE OLDEST HISTORIC BUILDING IN NEWTOWN. USE OF THE FACILITIES IS OPEN TO THE GENERAL PUBLIC AND OTHER NOT FOR PROFIT ORGANIZATIONS FOR MEETINGS,WEDDINGS AND FUNERALSExpenses $68,393 · revenue $27,979
- PRESEVATION OF THE OLDEST HISTORIC BUILDING IN NEWTOWN. USE OF THE FACILITIES IS OPEN TO THE GENERAL PUBLIC AND OTHER NOT FOR PROFIT ORGANIZATIONS FOR MEETINGS,WEDDINGS AND FUNERALS
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
- 06-1251869
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82I)
- Assets (IRS master file)
- $2,095,851
- Income (IRS master file)
- $59,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,108 | $68,393 | $2,095,851 | XML |
| 990 | June 2024 | $56,459 | $57,607 | $2,026,613 | IRS |
| 990 | June 2023 | $115,520 | $81,395 | $1,796,601 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 06-1251869).
Questions about HERITAGE PRESERVATION TRUST OF NEWTOWN INC
- What is the EIN of HERITAGE PRESERVATION TRUST OF NEWTOWN INC?
- The employer identification number (EIN) of HERITAGE PRESERVATION TRUST OF NEWTOWN INC is 06-1251869.
- Is HERITAGE PRESERVATION TRUST OF NEWTOWN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HERITAGE PRESERVATION TRUST OF NEWTOWN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE PRESERVATION TRUST OF NEWTOWN 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 HERITAGE PRESERVATION TRUST OF NEWTOWN INC 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 HERITAGE PRESERVATION TRUST OF NEWTOWN INC 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 HERITAGE PRESERVATION TRUST OF NEWTOWN INC?
- The 990 for the year ended June 30, 2025 names JOHN MADZULA II.
- Who are the officers and directors of HERITAGE PRESERVATION TRUST OF NEWTOWN INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does HERITAGE PRESERVATION TRUST OF NEWTOWN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,108, expenses of $68,393 and total assets of $2,095,851 at year end.
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