2024-08-23T09:27:29-05:00 2023-12-31 593134928 MOORE ELLISON & MCDUFFIE CPA'S PA 2627 MITCHAM DRIVE TALLAHASSEE FL 32308 990 2023-01-01 591834416 FLORIDA TRUST FOR HISTORIC PRESERVATION INC FLOR 8502248128 906 EAST PARK AVENUE TALLAHASSEE FL 32301 MELISSA WYLLIE CEO & PRESIDENT 8502248128 2024-07-23 1 1 P KEITH EIERHART P01305778 8508773149 2023 2024-08-08 14:25:15Z MIKE COSDEN 906 E PARK AVENUE TALLAHASSEE FL 32301 1693670 0 X WWW.FLORIDATRUST.ORG X 1978 FL 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. 16 16 7 165 0 0 77604 71604 29950 34852 68330 95455 0 0 175884 201911 0 12500 0 0 210657 222061 0 0 5607 227068 203223 437725 437784 -261841 -235873 4983441 5063909 2923 6186 4980518 5057723 TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. 0 0 48183 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. 120388 12500 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. 83027 34852 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 THE ORGANIZATION'S MISSION. THIS YEAR HAD APPROXIMATELY 275 ATTENDEES. 251598 1 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 7 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X MELISSA WYLLIE 8502248128 906 EAST PARK AVENUE TALLAHASSEE FL 32301 MELISSA WYLLIE CEO & PRESIDENT 40.00 X 97295 0 12616 MIKE COSDEN PRESIDENT 10.00 X X 0 0 0 ENNIS DAVIS VICE PRESIDENT & INTERIM TREASURER 3.00 X X 0 0 0 MERCEDES HARROLD SECRETARY 3.00 X X 0 0 0 JENNY WOLFE IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 JOHN STAFFORD IMMEDIATE PAST TREASURER 1.00 X X 0 0 0 AIMEE ANGEL BOARD MEMBER 1.00 X 0 0 0 JULIE BYRD BOARD MEMBER 1.00 X 0 0 0 CORION DELAINE BOARD MEMBER 1.00 X 0 0 0 KELLY PERKINS BOARD MEMBER 1.00 X 0 0 0 ROSS PRISTERA BOARD MEMBER 1.00 X 0 0 0 DAVID SALAY BOARD MEMBER 1.00 X 0 0 0 JJ SCOTT BOARD MEMBER 1.00 X 0 0 0 MARK TARMEY BOARD MEMBER 1.00 X 0 0 0 JOSEPH S YATES III BOARD MEMBER 1.00 X 0 0 0 LAURA BESSINGER-MORSE BOARD MEMBER 1.00 X 0 0 0 LINDA STEVENSON BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 MARK ZUBALY BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 PAUL BACKHOUSE BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 CLEARY LARKIN BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 ALISSA SLADE LOTANE BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 97295 0 12616 0 0 0 0 0 54455 17149 71604 ANNUAL MEETING 611710 25068 25068 PRESERVATION EDUCATION 611710 7800 7800 FUNDRAISING EVENTS 611710 1984 1984 34852 96147 96147 1491067 1491759 -692 -692 -692 201911 34852 0 95455 12500 12500 97295 45729 51566 90266 58965 31301 4722 2394 2328 16744 9438 7306 13034 7243 5791 28562 28562 10801 10801 20063 20063 5607 5607 7740 5418 2322 8843 8843 4293 3005 1288 19496 13647 5849 18176 16763 1413 78 78 1070 749 321 15394 14066 1328 ANNUAL MEETING EXPENSES 16618 16618 WORKSHOPS 13555 13555 MEMBERSHIP EXPENSES 9793 9793 SUPPLIES 6185 3350 2835 16949 7564 9385 437784 251598 180579 5607 561506 333073 194447 190707 1700 1700 231 12244 6678 1262816 30771 1231380 1232045 2938564 3260675 43600 38800 4983441 5063909 2923 6186 2923 6186 X 4964634 5055328 15884 2395 4980518 5057723 4983441 5063909 X -235873 313079 -1 X 1 X 0 0 0 X 179660 130750 3816994 77604 54455 4259463 159199 27004 25065 29950 34852 276070 338859 157754 3842059 107554 89307 4535533 0 0 0 4535533 55175 11508 6331 68330 95455 236799 55175 11508 6331 68330 95455 236799 394034 169262 3848390 175884 184762 4772332 0.95040 0.96040 0.04960 0.03960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: STAFF AND BOARD MEMBERS HAD APPROXIMATELY 130 DIRECT CONTACTS WITH LEGISLATORS, THEIR STAFF, GOVERNMENTS OFFICIALS, OR LEGISLATIVE BODIES DURING THE TAX YEAR. X 12 12 1 1 350.00 318 X X X 0 1510827 -59262 20760 1430805 1351420 237087 77680 1510827 1226952 1226952 21632 21632 0 14232 9139 5093 1232045 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. 0 OKAHUMPKA COMMUNITY CLUB INC 27908 VIRGIL HAWKINS CIRCLE OKAHUMPKA FL 347623203 564286119 501(C)(3) 2500 0 PRESERVATION OF HISTORICAL STRUCTURES PUTNAM COUNTY HISTORICAL SOCIETY INC 100 MADISON ST PALATKA FL 32177 592023423 501(C)(3) 5000 0 PRESERVATION OF HISTORICAL STRUCTURES MOUNT OLIVE AFRICAN METHODIST EPISCOPAL CHURCH JACKSONVILLE FL INC 841 FRANKLIN STREET JACKSONVILLE FL 32206 593596471 501(C)(3) 5000 0 PRESERVATION OF HISTORICAL STRUCTURES 3 3 PART I, LINE 2 GRANT RECIPIENTS ARE REQUIRED TO SIGN A CONTRACT AGREEING TO THE CONDITIONS OF THE PROGRAM. GRANT PROJECTS MUST EITHER BEGIN WITHIN SIX MONTHS OF AWARD DATE OR A FORMAL EXTENSION MUST BE REQUESTED BY EMAIL. WITHIN ONE YEAR FROM THE GRANT AWARD DATE, A FINAL REPORT AND FINANCIAL ACCOUNTING OF THE EXPENDITURE OF THE GRANT MUST BE SUBMITTED. 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 FORM 990, PART XI, LINE 9: ROUNDING -1.