CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC Charity Report

Public IRS 990 nonprofit record

CONNECTICUT TRUST FOR HISTORIC PRESERVATION INC

EIN 06-0979808 · Arts, Culture & Humanities (A800)

What they do

INTERACTS WITH OTHER GROUPS, INDIVIDUALS and ORGANIZATIONS to ENCOURAGE, ADVOCATE and FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.09%of revenue went to mission work93.8% of expenses · Program services

1.98%of revenue went to fundraising2.2% of expenses

$90.67spent for every $100 of revenueRevenue covered expenses this year.

3.60%of revenue went to management and office costs4.0% of expenses

$1.02in assets for every $1 spent this yearSome assets cannot be spent right away.

45.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $135,437 for JANE MONTANARO (EXECUTIVE DI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,440,508

Mission workProgram services$2,927,68685.09% of revenue93.8% of expenses

ManagementOffice and general costs$123,9063.60% of revenue4.0% of expenses

FundraisingAsking for donations$68,0801.98% of revenue2.2% of expenses

Revenue left after expensesReported annual surplus$320,8369.33% of revenueShown in gray on the chart

Total expenses$3,119,67290.67% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 93.8% mission · 4.0% management · 2.2% fundraisingTotal expenses: 90.67% of revenue

2023Expense mix: 96.7% mission · 2.1% management · 1.2% fundraisingTotal expenses: 101.56% of revenue

2022Expense mix: 96.3% mission · 2.1% management · 1.6% fundraisingTotal expenses: 101.87% of revenue

2021Expense mix: 98.3% mission · 1.0% management · 0.7% fundraisingTotal expenses: 98.43% of revenue

2020Expense mix: 98.6% mission · 0.9% management · 0.5% fundraisingTotal expenses: 96.42% of revenue

2019Expense mix: 92.8% mission · 4.5% management · 2.7% fundraisingTotal expenses: 97.46% of revenue

2018Expense mix: 75.9% mission · 12.9% management · 11.3% fundraisingTotal expenses: 102.76% of revenue

2017Expense mix: 82.9% mission · 9.0% management · 8.1% fundraisingTotal expenses: 80.12% of revenue

Money in and money out

Revenue$3,440,508

Expenses$3,119,672

Annual surplus $320,836 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,927,686 · 93.8% of expenses

Management and office costs$123,906 · 4.0% of expenses

Fundraising$68,080 · 2.2% of expenses

See all reported dollar amounts

Revenue$3,440,508

Expenses$3,119,672

Assets$3,180,021

Income$4,018,114

Contributions$1,564,335

Mission work (program services)$2,927,686

Fundraising$68,080

Grants given$2,317,764

Average grant$10,535

Management and general$123,906

Executive compensation (total)$98,880

Stocks and bonds$2,278,274

Accounting fees$43,685

Investing fees$21,362

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JANE MONTANAROEXECUTIVE DI · 40 hrs/week $135,437Base $110,854 · Other $24,583

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

JANE MONTANAROEXECUTIVE DI

JAMES QUINNBOARD MEMBER

TOM NISSLEYBOARD MEMBER

ROBERT TIERNEYBOARD MEMBER

PRIYANKA PANJWANIBOARD MEMBER

PIETER ROOSBOARD MEMBER

NICK FABIANIBOARD MEMBER

NANCY BULLISBOARD MEMBER

MARY JEAN AGOSTINIVICE CHAIR

JOHN HARRINGTONBOARD MEMBER

JOHN GOODRICHBOARD MEMBER

JEFFREY KAUFMANBOARD MEMBER

ALAN PONANSKIBOARD MEMBER

HILARY LEWISBOARD MEMBER

HENRY GRIGGSBOARD MEMBER

GARRY LEONARDTREASURER

ELLEN GOULDSECRETARY

EDWARD GERBERBOARD MEMBER

EDITH PESTANABOARD MEMBER

DEB COHENBOARD MEMBER

CRISTINA ROSSBOARD MEMBER

CATHERINE OSTENBOARD MEMBER

CAROLINE SLOATCHAIR

BRIAN T SMITHBOARD MEMBER

About this charity

Recognized since: January 1976
Location: 940 WHITNEY AVE, HAMDEN, CT 06517-4002
County: New Haven
In care of: JANE MONTANARO
Primary officer: JANE MONTANARO, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailcontact@preservationct.org Phone(203) 562-6312

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CARNEY ROY AND GERROL PC
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites
Grant-giving organization: Yes