FLORIDA TRUST FOR HISTORIC PRESERVATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FLORIDA TRUST FOR HISTORIC PRESERVATION INC (EIN 59-1834416)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349325308
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-17T18:38:01-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593134928PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOORE ELLISON & MCDUFFIE CPA'S PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12627 MITCHAM DRIVEAddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN591834416EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLORIDA TRUST FOR HISTORIC PRESERVATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLORBusinessNameControlTxt
Phone8502248128PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 EAST PARK AVENUEAddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA WYLLIEPersonNm
Person TitleCEO & PRESIDENTPersonTitleTxt
Phone8502248128PhoneNum
Signature2025-08-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP KEITH EIERHARTPreparerPersonNm
PTINP01305778PTIN
Phone8508773149PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIKE COSDENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 E PARK AVENUEAddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,483,021GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FLORIDATRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO 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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers180TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$71,604PYContributionsGrantsAmt
CY Contributions Grants$160,260CYContributionsGrantsAmt
PY Program Service Revenue$34,852PYProgramServiceRevenueAmt
CY Program Service Revenue$92,612CYProgramServiceRevenueAmt
PY Investment Income$95,455PYInvestmentIncomeAmt
CY Investment Income$281,670CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$201,911PYTotalRevenueAmt
CY Total Revenue$534,542CYTotalRevenueAmt
PY Grants And Similar Paid$12,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$222,061PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$302,671CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$407CYTotalFundraisingExpenseAmt
PY Other Expenses$203,223PYOtherExpensesAmt
CY Other Expenses$251,306CYOtherExpensesAmt
PY Total Expenses$437,784PYTotalExpensesAmt
CY Total Expenses$553,977CYTotalExpensesAmt
PY Revenues Less Expenses-$235,873PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$19,435CYRevenuesLessExpensesAmt
Total Assets BOY$5,063,909TotalAssetsBOYAmt
Total Assets EOY$5,143,110TotalAssetsEOYAmt
Total Liabilities BOY$6,186TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,992TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,057,723NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,137,118NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$52,934ExpenseAmt
DescPROPERTY 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

FieldValueIRS element (for citing)
Expense$153,662ExpenseAmt
DescCONNECTING 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

FieldValueIRS element (for citing)
Expense$134,552ExpenseAmt
Revenue$92,612RevenueAmt
DescPRESERVATION 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 THE ORGANIZATION'S MISSION. THIS YEAR HAD APPROXIMATELY 250 ATTENDEES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$341,148TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELISSA WYLLIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8502248128PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1906 EAST PARK AVENUEAddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32301ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MELISSA WYLLIE
CEO & PRESIDENT40.00Yes (X)$100,219$0$19,830
MIKE COSDEN
PRESIDENT10.00Yes (X)$0$0$0Yes (X)
ENNIS DAVIS
VICE PRESIDENT3.00Yes (X)$0$0$0Yes (X)
MERCEDES HARROLD
SECRETARY3.00Yes (X)$0$0$0Yes (X)
MARK ZUBALY
TREASURER3.00Yes (X)$0$0$0Yes (X)
JENNY WOLFE
IMMEDIATE PAST PRESIDENT3.00Yes (X)$0$0$0Yes (X)
AIMEE ANGEL
BOARD MEMBER1.00$0$0$0Yes (X)
JULIE BYRD
BOARD MEMBER1.00$0$0$0Yes (X)
CORION DELAINE
BOARD MEMBER1.00$0$0$0Yes (X)
KELLY PERKINS
BOARD MEMBER, AT-LARGE1.00$0$0$0Yes (X)
DAVID SALAY
BOARD MEMBER1.00$0$0$0Yes (X)
JJ SCOTT
BOARD MEMBER1.00$0$0$0Yes (X)
JOSEPH S YATES III
BOARD MEMBER1.00$0$0$0Yes (X)
LAURA BESSINGER-MORSE
BOARD MEMBER1.00$0$0$0Yes (X)
LINDA STEVENSON
BOARD MEMBER, AT-LARGE1.00$0$0$0Yes (X)
PAUL BACKHOUSE
BOARD MEMBER, EX-OFFICIO1.00$0$0$0Yes (X)
CLEARY LARKIN
BOARD MEMBER, EX-OFFICIO1.00$0$0$0Yes (X)
ALISSA SLADE LOTANE
BOARD MEMBER, EX-OFFICIO1.00$0$0$0Yes (X)
CRISSIE CUDD
BOARD MEMBER1.00$0$0$0Yes (X)
PATRICIA DAVENPORT-JACOBS
BOARD MEMBER1.00$0$0$0Yes (X)
MELISSA DUNKLIN
BOARD MEMBER1.00$0$0$0Yes (X)
KATRINA JACKSON
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$100,219TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,830TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$47,695MembershipDuesAmt
All Other Contributions$112,565AllOtherContributionsAmt
Total Contributions$160,260TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL MEETING611710$83,476$83,476
PRESERVATION EDUCATION611710$8,887$8,887
FUNDRAISING EVENTS611710$249$249
FieldValueIRS element (for citing)
Total Program Service Revenue$92,612TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,391TotalRevenueColumnAmt
Exclusion$111,391ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,118,758SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,948,479SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$170,279SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,279TotalRevenueColumnAmt
Exclusion$170,279ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$534,542TotalRevenueColumnAmt
Related Or Exempt Func Income$92,612RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$281,670ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$100,219TotalAmt
Program Services$47,103ProgramServicesAmt
Management And General$53,116ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$146,728TotalAmt
Program Services$95,182ProgramServicesAmt
Management And General$51,546ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,285TotalAmt
Program Services$3,432ProgramServicesAmt
Management And General$2,853ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,829TotalAmt
Program Services$18,574ProgramServicesAmt
Management And General$13,255ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,610TotalAmt
Program Services$10,150ProgramServicesAmt
Management And General$7,460ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,069TotalAmt
Management And General$24,069ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$9,879TotalAmt
Program Services$9,879ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,076TotalAmt
Management And General$22,076ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$407TotalAmt
Fundraising$407FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,906TotalAmt
Program Services$10,625ProgramServicesAmt
Management And General$2,281ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,162TotalAmt
Management And General$12,162ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,100TotalAmt
Program Services$2,870ProgramServicesAmt
Management And General$1,230ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,860TotalAmt
Program Services$17,402ProgramServicesAmt
Management And General$7,458ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,869TotalAmt
Program Services$14,716ProgramServicesAmt
Management And General$153ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$169TotalAmt
Management And General$169ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,394TotalAmt
Program Services$976ProgramServicesAmt
Management And General$418ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,063TotalAmt
Program Services$12,757ProgramServicesAmt
Management And General$1,306ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUAL MEETING EXPENSES$56,258$56,258
WORKSHOPS$21,418$21,418
MEMBERSHIP EXPENSES$7,292$7,292
BOARD EXPENSES$6,185$6,185

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,199TotalAmt
Program Services$12,514ProgramServicesAmt
Management And General$6,685ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$553,977TotalAmt
Program Services$341,148ProgramServicesAmt
Management And General$212,422ManagementAndGeneralAmt
Fundraising$407FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$333,073BOYAmt
EOY$168,550EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$190,707BOYAmt
EOY$248,841EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,700BOYAmt
EOY$1,700EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$231BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,678BOYAmt
EOY$4,114EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,264,740LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,164LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,232,045BOYAmt
EOY$1,232,576EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,260,675BOYAmt
EOY$3,453,329EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$38,800BOYAmt
EOY$34,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,063,909BOYAmt
EOY$5,143,110EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,186BOYAmt
EOY$3,391EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,601EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,186BOYAmt
EOY$5,992EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,055,328BOYAmt
EOY$5,107,359EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,395BOYAmt
EOY$29,759EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,057,723BOYAmt
EOY$5,137,118EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,063,909BOYAmt
EOY$5,143,110EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$19,435ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$98,834NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,750CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,816,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,604CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,455CurrentTaxYearMinus1YearAmt
Current Tax Year$47,695CurrentTaxYearAmt
Total$4,127,498TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,852CurrentTaxYearMinus1YearAmt
Current Tax Year$92,468CurrentTaxYearAmt
Total$209,339TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$157,754CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,842,059CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,554CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,307CurrentTaxYearMinus1YearAmt
Current Tax Year$140,163CurrentTaxYearAmt
Total$4,336,837TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$4,336,837PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,455CurrentTaxYearMinus1YearAmt
Current Tax Year$281,670CurrentTaxYearAmt
Total$463,294TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,508CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,331CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,455CurrentTaxYearMinus1YearAmt
Current Tax Year$281,670CurrentTaxYearAmt
Total$463,294TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169,262CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,848,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$175,884CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$184,762CurrentTaxYearMinus1YearAmt
Current Tax Year$421,833CurrentTaxYearAmt
Total$4,800,131TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90350PublicSupportCY509Pct
Public Support PY5090.95040PublicSupportPY509Pct
Investment Income CY0.09650InvestmentIncomeCYPct
Investment Income PY0.04960InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$0TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationSTAFF, BOARD MEMBERS AND OTHER ORGANIZATIONAL VOLUNTEERS HAD APPROXIMATELY 145 DIRECT CONTACTS WITH LEGISLATORS, THEIR STAFF, GOVERNMENTS OFFICIALS, OR LEGISLATIVE BODIES DURING THE TAX YEAR.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureYes (X)HistoricStructureInd
Total Easements12TotalEasementsCnt
Historic Structure Easements12HistoricStructureEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement350.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$1,474ExpensesIncurredEnforcementAmt
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,510,827BeginningYearBalanceAmt
Investment Earnings Or Losses-$59,262InvestmentEarningsOrLossesAmt
Other Expenditures$20,760OtherExpendituresAmt
End Year Balance$1,430,805EndYearBalanceAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,245,174OtherCostOrOtherBasisAmt
Depreciation$18,223DepreciationAmt
Book Value$1,226,951BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,236OtherCostOrOtherBasisAmt
Depreciation$7,472DepreciationAmt
Book Value$3,764BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,330OtherCostOrOtherBasisAmt
Depreciation$6,469DepreciationAmt
Book Value$1,861BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,232,576TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PAYROLL LIABILITIES$1,569
PENSION PAYABLE$282
MEMBERSHIP PAYABLE$750
FieldValueIRS element (for citing)
Total Liability$2,601TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2BCONSERVATION 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 (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION'S MEMBERS NOMINATE AND ELECT THE BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERS VOTE ON BOARD MEMBER ELECTIONS AND ON AN ANNUAL DIRECTION FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CBOARD MEMBERS ARE REQUIRED TO REVIEW AND ACCEPT THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE 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 19THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:ROUNDING -4.

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