FLORIDA TRUST FOR HISTORIC PRESERVATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA TRUST FOR HISTORIC PRESERVATION INC (EIN 59-1834416)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-08
- IRS object ID
- 202342519349300434
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T11:30:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593134928 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE ELLISON & MCDUFFIE CPA'S PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2627 MITCHAM DRIVE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591834416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA TRUST FOR HISTORIC PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8502248128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 EAST PARK AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA WYLLIE | PersonNm |
| Person Title | CEO & PRESIDENT | PersonTitleTxt |
| Phone | 8502248128 | PhoneNum |
| Signature | 2023-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | WYLLIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | P KEITH EIERHART | PreparerPersonNm |
| PTIN | P01305778 | PTIN |
| Phone | 8508773149 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNY WOLFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 E PARK AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $962,182 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FLORIDATRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA THROUGH ADVOCACY, EDUCATION AND HISTORIC PROPERTY STEWARDSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 152 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,816,994 | PYContributionsGrantsAmt |
| CY Contributions Grants | $77,604 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,065 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,950 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,331 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,330 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,848,390 | PYTotalRevenueAmt |
| CY Total Revenue | $175,884 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $171,292 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $210,657 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,803 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $285,985 | PYOtherExpensesAmt |
| CY Other Expenses | $227,068 | CYOtherExpensesAmt |
| PY Total Expenses | $457,277 | PYTotalExpensesAmt |
| CY Total Expenses | $437,725 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,391,113 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$261,841 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,613,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,983,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $221,281 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,923 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,391,930 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,980,518 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,232 | ExpenseAmt |
| Desc | PROPERTY STEWARDSHIP THROUGHOUT THE STATE OF FLORIDA SUPPORTING THE PRESERVATION AND MAINTENANCE OF HISTORICAL SITES FROM DEMOLITION OR ALTERATION WHICH WOULD DAMAGE THEIR HISTORIC AND ARCHITECTURAL INTEGRITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $135,258 | ExpenseAmt |
| Desc | CONNECTING COMMUNITIES ACTIVITIES INCLUDING WORKING WITH INDIVIDUALS AND NOT-FOR-PROFIT AND GOVERNMENTAL ORGANIZATIONS TO IDENTIFY, PROTECT, AND SHOWCASE FLORIDA'S VAST AND DIVERSE HERITAGE THROUGH WORKSHOPS AND OTHER SERVICES RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $64,051 | ExpenseAmt |
| Revenue | $29,950 | RevenueAmt |
| Desc | PRESERVATION EDUCATION INCLUDING TOURS AND EVENTS AT HISTORIC PROPERTIES AND THE PRESERVATION ON MAIN STREET ANNUAL CONFERENCE OF STATE-WIDE PRESERVATIONISTS THAT PROVIDES A CONTINUUM OF PRESERVATION EDUCATION OVER MULTIPLE DAYS FOR ALL STAKEHOLDERS IN SUPPORT OF OUR MISSION. THIS YEAR HAD APPROXIMATELY 250 ATTENDEES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $241,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA WYLLIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8502248128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 906 EAST PARK AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNY WOLFE | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE COSDEN | ||||||
| VICE-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ENNIS DAVIS | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA STEVENSON | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRIEDERIKE MITTNER | ||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JODI RUBIN | ||||||
| BOARD MEMBER, AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STAFFORD | ||||||
| BOARD MEMBER, AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AIMEE ANGEL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE BYRD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE DALTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CORION DELAINE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA DUVEKOT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MERCEDES HARROLD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY PERKINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSS PRISTERA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARTER QUINA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SALAY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JJ SCOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK TARMEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH S YATES III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK ZUBALY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BACKHOUSE | ||||||
| BOARD MEMBER, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLEARY LARKIN | ||||||
| BOARD MEMBER, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALISSA SLADE LOTANE | ||||||
| BOARD MEMBER, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA WYLLIE | ||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $94,460 | $0 | $11,882 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,882 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $49,260 | MembershipDuesAmt |
| All Other Contributions | $28,344 | AllOtherContributionsAmt |
| Total Contributions | $77,604 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 611710 | $22,350 | $22,350 |
| PRESERVATION EDUCATION | 611710 | $7,600 | $7,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,950 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,147 | TotalRevenueColumnAmt |
| Exclusion | $84,147 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $770,481 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $786,298 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,817 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,817 | TotalRevenueColumnAmt |
| Exclusion | -$15,817 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,950 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,330 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,460 | TotalAmt |
| Program Services | $44,396 | ProgramServicesAmt |
| Management And General | $50,064 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,237 | TotalAmt |
| Program Services | $51,181 | ProgramServicesAmt |
| Management And General | $34,056 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,917 | TotalAmt |
| Program Services | $2,513 | ProgramServicesAmt |
| Management And General | $2,404 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,334 | TotalAmt |
| Program Services | $7,183 | ProgramServicesAmt |
| Management And General | $6,151 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,709 | TotalAmt |
| Program Services | $6,726 | ProgramServicesAmt |
| Management And General | $5,983 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,639 | TotalAmt |
| Management And General | $43,639 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,313 | TotalAmt |
| Program Services | $7,313 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,006 | TotalAmt |
| Management And General | $11,006 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803 | TotalAmt |
| Fundraising | $3,803 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,852 | TotalAmt |
| Program Services | $6,896 | ProgramServicesAmt |
| Management And General | $2,956 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,168 | TotalAmt |
| Management And General | $6,168 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,179 | TotalAmt |
| Program Services | $1,525 | ProgramServicesAmt |
| Management And General | $654 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,380 | TotalAmt |
| Program Services | $13,566 | ProgramServicesAmt |
| Management And General | $5,814 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,366 | TotalAmt |
| Program Services | $19,229 | ProgramServicesAmt |
| Management And General | $1,137 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,539 | TotalAmt |
| Program Services | $3,185 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,327 | TotalAmt |
| Program Services | $3,028 | ProgramServicesAmt |
| Management And General | $1,299 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,559 | TotalAmt |
| Program Services | $11,337 | ProgramServicesAmt |
| Management And General | $222 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOWANCES | $37,700 | $37,700 | |
| BOARD EXPENSES | $12,272 | $12,272 | |
| MEMBERSHIP EXPENSES | $9,737 | $9,737 | |
| ANNUAL MEETING EXPENSES | $7,682 | $7,682 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,546 | TotalAmt |
| Program Services | $8,344 | ProgramServicesAmt |
| Management And General | $8,202 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,725 | TotalAmt |
| Program Services | $241,541 | ProgramServicesAmt |
| Management And General | $192,381 | ManagementAndGeneralAmt |
| Fundraising | $3,803 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,160 | BOYAmt |
| EOY | $561,506 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,401 | BOYAmt |
| EOY | $194,447 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,301,964 | BOYAmt |
| EOY | $1,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767 | BOYAmt |
| EOY | $12,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,261,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,701 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,952 | BOYAmt |
| EOY | $1,231,380 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,976 | BOYAmt |
| EOY | $2,938,564 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,841 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,000 | BOYAmt |
| EOY | $43,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,613,211 | BOYAmt |
| EOY | $4,983,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426 | BOYAmt |
| EOY | $2,923 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,355 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,281 | BOYAmt |
| EOY | $2,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,388,765 | BOYAmt |
| EOY | $4,964,634 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,165 | BOYAmt |
| EOY | $15,884 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,391,930 | BOYAmt |
| EOY | $4,980,518 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,613,211 | BOYAmt |
| EOY | $4,983,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$261,841 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,571 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,816,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,604 | CurrentTaxYearAmt |
| Total | $4,373,576 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $159,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,950 | CurrentTaxYearAmt |
| Total | $488,258 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $415,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,842,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,554 | CurrentTaxYearAmt |
| Total | $4,861,834 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,861,834 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,330 | CurrentTaxYearAmt |
| Total | $200,239 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,330 | CurrentTaxYearAmt |
| Total | $200,239 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $474,503 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $394,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,848,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,884 | CurrentTaxYearAmt |
| Total | $5,062,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96570 | PublicSupportPY509Pct |
| Investment Income CY | 0.03960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | STAFF AND BOARD MEMBERS HAD APPROXIMATELY 119 DIRECT CONTACTS WITH LEGISLATORS, THEIR STAFF, GOVERNMENTS OFFICIALS, OR LEGISLATIVE BODIES DURING THE TAX YEAR. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 12 | TotalEasementsCnt |
| Historic Structure Easements | 12 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 342.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $509 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,510,827 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,760 | OtherExpendituresAmt |
| End Year Balance | $1,430,805 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,351,420 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $237,087 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $77,680 | OtherExpendituresAmt |
| End Year Balance | $1,510,827 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,494,263 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$70,421 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,422 | OtherExpendituresAmt |
| End Year Balance | $1,351,420 | EndYearBalanceAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,226,952 | OtherCostOrOtherBasisAmt |
| Book Value | $1,226,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,632 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,069 | DepreciationAmt |
| Book Value | $4,428 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,231,380 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | EACH EASEMENT IS ASSIGNED TO AN EASEMENT COMMITTEE MEMBER AND THEY ARE CHARGED WITH MONITORING THE EASEMENT INCLUDING AN ANNUAL VISUAL INSPECTION. MINIMAL EXPENSES ARE INCURRED IN MONITORING THESE EASEMENTS. |
| PART II, LINE 9: | CONSERVATION EASEMENTS HELD/RECEIVED ARE NOT REPORTED IN REVENUES OR EXPENSES. CONTRIBUTIONS RECEIVED TO ASSIST IN MAINTAINING EASEMENTS AS WELL AS EXPENDITURES (IF ANY) ARE INCLUDED IN PROGRAM SERVICE REVENUE AND EXPENSES. |
| PART III, LINE 1A: | FLORIDA TRUST FOR HISTORIC PRESERVATION DOES NOT HAVE AUDITED OR REVIEWED FINANCIAL STATEMENTS, BUT HAS A COMPILATION OF THEIR FINANCIAL STATEMENTS PERFORMED ANNUALLY ON THE TAX BASIS OF ACCOUNTING. MANAGEMENT ELECTS TO OMIT NOTE DISCLOSURES TO THE FINANCIAL STATEMENTS. THE ONLY WORKS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS HELD ARE THE CONSERVATION EASEMENTS NOTED IN SCHEDULE D, PART II. |
| PART III, LINE 4: | THE ORGANIZATION HOLDS A RESTORED COLLECTION OF HISTORIC PROPERTIES IN THE STATE OF FLORIDA, AVAILABLE FOR PUBLIC VIEWING AND AS AN EDUCATION SOURCE. THESE HOLDINGS HELP TO PROMOTE THE PRESERVATION OF THE ARCHITECTURAL, HISTORICAL, AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. |
| PART V, LINE 4: | THE ENDOWMENT FUND WAS HELD AS AN INVESTMENT TO ASSIST IN THE PRESERVATION AND INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. THIS INVESTMENT WAS DIRECTLY ASSOCIATED WITH THE BONNET HOUSE, A HOUSE AND MUSEUM DEDICATED TO HISTORIC AND ENVIRONMENTAL PRESERVATION, WHICH WAS UNDER THE CARE OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION. IN 2020, THERE WAS A RESTRUCTURING OF THE ORGANIZATION IN WHICH THE BONNET HOUSE WAS SEPARATED FROM THE ACTIVITIES OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION TO CONTINUE OPERATIONS ON ITS OWN. THE REQUIREMENTS OF THE ENDOWMENT MANDATED THE INVESTMENT REMAIN WITH THE BONNET HOUSE. |
| PART II, LINE 2B | CONSERVATION EASEMENTS HELD ARE ALL ON CERTIFIED HISTORIC STRUCTURES. AS A RESULT, NO ACREAGE HAS BEEN INCLUDED IN ACCORDANCE WITH SCHEDULE D INSTRUCTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS NOMINATE AND ELECT THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS VOTE ON BOARD MEMBER ELECTIONS AND ON AN ANNUAL DIRECTION FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED WITH THE PREPARER FOR ACCURACY AND COMPLETENESS. THE FORM IS THEN PROVIDED TO THE FULL BOARD OF TRUSTEES BEFORE THE FORM IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO REVIEW AND ACCEPT THE CONFLICT OF INTEREST POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS SETS THE SALARY FOR THE CEO AND PRESIDENT AFTER REVIEWING COMPENSATION PAID FOR COMPARABLE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE UPON REQUEST |
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