Preservation Trust of Vermont Inc

MONTPELIER, VT EIN: 03-0281195 Website

TO INITIATE, STIMULATE, AND ASSIST LOCAL AND STATEWIDE EFFORTS TO PRESERVE AND USE VERMONT'S RICH COLLECTION OF HISTORIC, ARCHITECTURAL, CULTURAL, AND COMMUNITY RESOURCES.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$12.4M

+13.2% YoY

Annual Giving

$1.3M

+8.1% YoY

Grant Count

34

-8.1% YoY

Avg Grant Size

$37K

+17.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$785K$2M$2M$3M20202021202220232024
Metric202420232022
Total Assets$12,448,682$11,000,680$10,529,720
Revenue$2,853,459$2,236,591$2,717,090
Expenses$2,737,261$2,318,842$2,002,059
Qualifying Distributions
Net Investment Income$295,520$164,402$500,463
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$381K$763K$1M$2M22 grants202047 grants202129 grants202237 grants202334 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TOWN OF LYNDON$151KTOWN OF HARDWICK$130KELMORE COMMUNITY TRUST INC$100KPRESERVATION REALTY HOLD…$65KMONTPELIER ALIVE$57KVERMONT COUNCIL ON RURAL…$54KFRIENDS OF THE UNION MEE…$51KREV GEORGE L FOX MEMORIA…$51KNORTH COUNTIES HEALTH CARE$50KFRIENDS OF DOG MOUNTAIN …$47K

Grant Size Distribution

169 grants across all recorded years

135<$50K19$50–100K13$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Preservation Trust of Vermont Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BEN DOYLEEXECUTIVE DIRECTOR$143K

From 2024 filing

NameTitleHoursCompensation
LIZ GAMACHECHAIR3
MARK BEAMSVICE-CHAIR3
JUSTIN MCCABETREASURER3
INA SMITHSECRETARY3
TED BRADYDIRECTOR3
AMY CUNNINGHAMDIRECTOR3
CHRISTINE GRAHAMDIRECTOR3
PHET KEOMANYVANHDIRECTOR3
ELISABETH KULASDIRECTOR3
JAIME LEEDIRECTOR3
NEAL LUNDERVILLEDIRECTOR3
VIKAS MANGIPUDIDIRECTOR3
DAVID MARVINDIRECTOR3
CHARLIE SINCERBEAUXDIRECTOR3
DAVID TAPLINDIRECTOR3
EMILY WADHAMSDIRECTOR3
PAUL WYNCOOPDIRECTOR3
BEN DOYLEEXECUTIVE DIRECTOR40$143,124

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

AdamantAlbanyAthensBakersfieldBarnetBarreBartonBenningtonBradfordBrandonBrattleboroBridgewaterBristolBrowningtonBurlingtonCalaisCanaanCastletonCharlotteChelsea

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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