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EIN 03-0356606

Preservation Realty Holdings

IRS 501(c) type
501(c)(2)
Num. employees
0
City
Montpelier
State
Vermont
Year formed
1998
Most recent tax filings
2023-09-01
NTEE code, primary
S47: Real Estate Organizations
Description
Preservation Realty Holdings manages and holds title to real estate donated to or acquired by Preservation Trust of Vermont, Inc. They currently manage the historic property Grand Isle Lake House and maintain it for the benefit of the trust. The organization is located in Burlington, VT.
Related structure
Preservation Realty Holdings is a subordinate organization under Preservation Trust of Vermont.
Total revenues
$39,722
2023
Total expenses
$34,122
2023
Total assets
$1,125,018
2023
Num. employees
0
2023

Program areas at Preservation Realty Holdings

The organization continues to maintain historic property for the benefit of the Preservation trust of Vermont, Inc.

Who funds Preservation Realty Holdings

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Preservation Trust of VermontPreservation$23,167

Personnel at Preservation Realty Holdings

NameTitleCompensation
Meredith DavisTreasurer and PTV Finance Manager$0
Ben DoylePresident$0
John WadhamsVice President$0
Bill TruexSecretary$0
Gerry TarrantCounsel$0
...and 5 more key personnel

Financials for Preservation Realty Holdings

RevenuesFYE 09/2023
Total grants, contributions, etc.$23,167
Program services$0
Investment income and dividends$23
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$16,286
Net gain from sale of non-inventory assets$246
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$39,722

Form 990s for Preservation Realty Holdings

Fiscal year endingDate received by IRSFormPDF link
2023-092024-08-14990View PDF
2022-092023-08-15990View PDF
2021-092022-04-25990View PDF
2020-092021-06-30990View PDF
2019-092020-10-14990View PDF
...and 10 more Form 990s
Data update history
September 21, 2024
Received grants
Identified 1 new grant, including a grant for $23,167 from Preservation Trust of Vermont
September 26, 2023
Received grants
Identified 1 new grant, including a grant for $173,600 from Preservation Trust of Vermont
September 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
September 25, 2023
Updated personnel
Identified 1 new personnel
September 24, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Business and community development organizationsReal estate organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
90 Main St 304
Montpelier, VT 05602
County
Washington County, VT
Phone
(802) 658-6647
IRS details
EIN
03-0356606
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1998
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S47: Real Estate Organizations
NAICS code, primary
5313: Real Estate Services
Parent/child status
Subordinate organization
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