Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Dartmouth Heritage Preservation Trust Inc
EIN 26-0298162 • 501(c)3
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
95th percentile
Higher net margin than 95% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$67,914
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$67,914
No earlier filing loaded for comparison.
Revenue
$55,475
No earlier filing loaded for comparison.
Expenses
$14,341
No earlier filing loaded for comparison.
Net Income
$41,134
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $67,914
- Liabilities
- -
- Net assets
- $67,914
- Revenue
- $55,475
- Expenses
- $14,341
- Net income
- $41,134
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Oct 15, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $55,475
Mission and Program Overview
Mission
Historic Preservation, Education, and Advocacy
Program Services
| Description | Grants | Expenses |
|---|---|---|
| In December 2024, DHPT received a bequest of $44,104. It was deposited in CY 2024 but will be allocated beginning in CY 2025. | $44,104 | $0 |
| A grant from the Massachusetts Cultural Council was deposited in December 2023 for dissemination during CY 2024. This grant was not reported to the MA AGO Form PC in CY 2023 therefore we are reporting it now. | $2,500 | $2,434 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Diane M Gilbert | President & Treasurer | PT | $0 | - | - |
| Brenda R Dias | Asst Treasurer & Clerk | - | $0 | - | - |
| Daniel C Perry Esq | Vice President | - | $0 | - | - |
| Steven Dupre | Director | - | $0 | - | - |
| Susan Guiducci | Director | - | $0 | - | - |
| Eileen T Marland PhD | Director | - | $0 | - | - |
| Brian Santos | Director | - | $0 | - | - |
| Kerri Santos | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Dartmouth Heritage Preservation Trust Inc
- EIN
- 26-0298162
- Phone
- 5089657265
- Address
- PO BOX 87026, DARTMOUTH, MA 02748-0701
Signing Officer
- Name
- Diane M Gilbert
- Title
- President & Treasurer
- Phone
- 5089657265
- Signed
- 2025-10-15
Supplemental Narrative
Additional Explanations
General Information
“DHPT also relies on in-kind contributions such as donations of time, expertise, design work, office supplies, etc. from the Board or volunteers. In CY 2023, DHPT did not meet the threshold to file a Form 990-EZ.”
Part I, Line 10
“Grants: The total of $2434 was paid in stipends to participants at DHPT's annual event of June 9, 2024. Stipends for re-enactors: $1880; Stipends for volunteers: $250; Marketing: $44; Lawn care: $120; Port-oJohn: $240.”
Part I, Line 16:
“Other Expenses: Total of $783.51. MA AGO filing: $35.82; MA Sec'y of State Annual Report fee: $15; Form 990-N fee: $50.00; P. O. Box Annual Fee: $302; Checks Re-order: $20.69; Lecture Stipend: $75.00; Rental Fee for Annual Meeting: $285.”
Part III, Line 28
“The details of this grant expense is itemized in the above, Part I, Line 10.”
Part III, Line 29
“This bequest of $44,104 will be allocated to historic preservation work with $30,000 allocated to the James Arnold Mansion, Inc. of New Bedford and $14,104 to the 1762 Akin House in Dartmouth beginning in CY 2025.”
Part III, Line 30
“The various expenses listed in Part I, Lines 13, 14, 15 are to support DHPT operations, maintenance & repairs of the Akin House, living history programs and other events.”
Raw XML Appendix164 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5089657265 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 127 Rockland Street |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | South Dartmouth |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 67914 |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 41134 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6524 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 67914 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2434 |
| IRS990EZ/GrossReceiptsAmt | 0 | 55475 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26780 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 67914 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26780 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 67914 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Diane M Gilbert |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Brenda R Dias |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Daniel C Perry Esq |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Steven Dupre |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Susan Guiducci |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Eileen T Marland PhD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Brian Santos |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kerri Santos |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President & Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Asst Treasurer & Clerk |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 784 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Historic Preservation, Education, and Advocacy |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 385 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | In December 2024, DHPT received a bequest of $44,104. It was deposited in CY 2024 but will be allocated beginning in CY 2025. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | A grant from the Massachusetts Cultural Council was deposited in December 2023 for dissemination during CY 2024. This grant was not reported to the MA AGO Form PC in CY 2023 therefore we are reporting it now. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 44104 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 2500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 2434 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 14341 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 2434 |
| IRS990EZ/TotalRevenueAmt | 0 | 55475 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.dhpt.org |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 55475 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 17269 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6988 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7406 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 94138 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 94138 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 0 |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 55475 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 17269 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6988 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7406 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 94138 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 94138 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DHPT also relies on in-kind contributions such as donations of time, expertise, design work, office supplies, etc. from the Board or volunteers. In CY 2023, DHPT did not meet the threshold to file a Form 990-EZ. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Grants: The total of $2434 was paid in stipends to participants at DHPT's annual event of June 9, 2024. Stipends for re-enactors: $1880; Stipends for volunteers: $250; Marketing: $44; Lawn care: $120; Port-oJohn: $240. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Other Expenses: Total of $783.51. MA AGO filing: $35.82; MA Sec'y of State Annual Report fee: $15; Form 990-N fee: $50.00; P. O. Box Annual Fee: $302; Checks Re-order: $20.69; Lecture Stipend: $75.00; Rental Fee for Annual Meeting: $285. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The details of this grant expense is itemized in the above, Part I, Line 10. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | This bequest of $44,104 will be allocated to historic preservation work with $30,000 allocated to the James Arnold Mansion, Inc. of New Bedford and $14,104 to the 1762 Akin House in Dartmouth beginning in CY 2025. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The various expenses listed in Part I, Lines 13, 14, 15 are to support DHPT operations, maintenance & repairs of the Akin House, living history programs and other events. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | General Information |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part I, Line 16: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part III, Line 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Part III, Line 29 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Part III, Line 30 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | The Dartmouth Heritage Preservation Trust, Inc. was given an extension by the Massachusetts Attorney General's Office. Our gross receipts hadn't met the Form 990-EZ filing threshold for CY 2023. My new filing date is November 15, 2025 for CY 2024. Because our gross receipts for CY 2024 was $55,475.03, this also exceeds the IRS threshold of $50,000. Therefore, I was informed by the MA AGO that I needed to file Form 990-EZ forms directly with the IRS along with including in the Form 990-EZ forms in my filing with the MA AGO Form PC application. CY 2024 was an unusual year since DHPT received a charitable gift bequest of $44,104 which I have reported in the Form PC and in the Form-990EZ, including Schedule A and Schedule O. We don't anticipate to have gross receipts exceeding $50,000 in the future. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Diane M Gilbert |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President & Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5089657265 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DARTMOUTH HERITAGE PRESERVATION TRUST INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DART |
| ReturnHeader/Filer/EIN | 0 | 260298162 |
| ReturnHeader/Filer/PhoneNum | 0 | 5089657265 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 87026 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DARTMOUTH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 027480701 |
| ReturnHeader/ReturnTs | 0 | 2025-10-15T20:26:38Z |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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