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Nonprofit · EIN 20-4517067

HERITAGE PRESERVATION TRUST

Tax-exempt · DAYTONA BEACH, FL 32118

Financials

$84K$97K2023
Revenue Expenses · by fiscal year end
Financials of HERITAGE PRESERVATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$83,645$97,346-$13,701$1,080,192$25,110$1,055,082
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$32,665
of which government grants
$7,498
Membership dues
$1,157
Program service revenue
$50,980
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$21,478
Depreciation
$12,671
Program services (functional)
$58,987
Management and general (functional)
$25,695
Fundraising (functional)
$12,664

Balance sheet and other

Total assets, start of year
$1,093,893
Total assets, end of year
$1,080,192
Total liabilities, end of year
$25,110
Net assets, end of year
$1,055,082
Land, buildings and equipment
$1,078,456
Net assets without donor restrictions
$149,982
Net assets with donor restrictions
$905,100
Gross receipts
$83,645
Employees
0
Year formed
2006
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
Michele DavidsonDirector
Trustee or director
0$0
Belinda GilesDirector
Trustee or director
0$0
Joyce BakerDirector
Trustee or director
0$0
Fran DillardDirector
Trustee or director
0$0
David GlasserDirector
Trustee or director
0$0
Jerry HortonDirector
Trustee or director
0$0
Dr Carl LentzDirector
Trustee or director
0$0
John WagnerDirector
Trustee or director
0$0
John DillardVice President
Trustee or director, Officer
0$0
Shari LessmillerPresident
Trustee or director, Officer
0$0
Deborah ReaneySecretary
Trustee or director, Officer
0$0
Dominic MorgeseTreasurer
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
1000 S PENINSULA DR, DAYTONA BEACH, FL 32118-4743
In care of
% FRAN DILLARD
Mailing address (990-N for 2008)
PO BOX 1845, DAYTONA BEACH FL 32115
Principal officer (990 for 2023)
John Dillard, 1000 S Peninsula, Daytona Beach, FL 32118
Principal officer (990-N for 2008)
Nancy Long, 1967 Red Cedar Circle, SOuth Daytona FL 32119
Signed the 990
John Dillard, Vice President
Return prepared by
Beachside Bookkeeping & Tax LLC

Mission

Trust mission is historical preservation and education through workshops and tours of owned historical properties.

990 for the year ended December 31, 2023

Program accomplishments

  • Weekly educational group and tea tours.
    Expenses $58,987

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-4517067
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$1,080,192
Income (IRS master file)
$83,645

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023–––IRS
990December 2022$69,474$94,728$1,093,893IRS
990December 2021$92,123$101,025$1,119,147IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––IRS
990-N for 2008
Officer: Nancy Long
December 31, 2008≤ $50,000 receipts––e-Postcard

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about HERITAGE PRESERVATION TRUST

What is the EIN of HERITAGE PRESERVATION TRUST?
The employer identification number (EIN) of HERITAGE PRESERVATION TRUST is 20-4517067.
Is HERITAGE PRESERVATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to HERITAGE PRESERVATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HERITAGE PRESERVATION TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HERITAGE PRESERVATION TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE PRESERVATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2023.
Who is the principal officer of HERITAGE PRESERVATION TRUST?
The 990 for the year ended December 31, 2023 names John Dillard.
Who are the officers and directors of HERITAGE PRESERVATION TRUST?
The 990 for the year ended December 31, 2023 lists 12 people; 0 received compensation from the organization.
How much revenue does HERITAGE PRESERVATION TRUST have?
On its 990 for the year ended December 31, 2023 it reported revenue of $83,645, expenses of $97,346 and total assets of $1,080,192 at year end.

Other nonprofits in DAYTONA BEACH

All nonprofits in DAYTONA BEACH · Florida · Unknown