2025-01-21T07:23:56-08:00 2023-12-31 201403280 FULTON & KOZAK LLC 7187 JONESBORO RD STE 100A MORROW GA 30260 990 2023-01-01 815237557 HERITAGE PRESERVATION TRUST INC HERI 8034802190 310 BUNCOMBE STREET EDGEFIELD SC 29824 GEORGE C THORNTON Chairman 2025-01-13 true true SHEILA M KOZAK CPA P00687026 7709614200 2023 2024-10-15 13:58:12Z GEORGE C THORNTON 310 BUNCOMBE STREET EDGEFIELD SC 29824 1484206 false X WWW.HP-TRUST.NET X 2017 SC To preserve and protect natural and historical resources including land, water, wetlands, farmland, and open spaces and the plant and animal ecosystems therein for the benefit of present and future generations and to educate the general public regarding the conservation and protection of natural, historic and open space resources. 10 8 4 20 0 1378808 215555 5000 812103 717046 102711 131675 2293622 1069276 30000 10000 0 648254 648985 0 0 391717 399349 1069971 1058334 1223651 10942 12672489 12579023 114247 83081 12558242 12495942 To preserve and protect natural and historical resources including land, water, wetlands, farmland, and open spaces and the plant and animal ecosystems therein for the benefit of present and future generations and to educate the general public regarding the conservation and protection of natural, historic and open space resources. false false 800661 10000 5000 The organization was founded exclusively to preserve and protect natural and historical resources for the benefit of present and future generations. the organization also educates the general public regarding the conservation and protection of natural, historic and open space resources. 800661 true true false false false false true false false false true true false false true false false false false false false false false false false false false true false true false false false false false false false false true true false false true false false false false true 2 0 false 4 true false false false false false false false 0 false false false false false false false X 10 8 false false false false false false false true true false false true true true true true true true true false AL AR GA IL KY MO SC TN WV X TEENA WACKERMAN 8033364332 PO BOX 550 EDGEFIELD SC 29824 GEORGE C THORNTON Chairman 40.00 0.00 X X 240559 0 28338 WILLIAM D SAUNDERS JR CEO 40.00 0.00 X 220558 0 16221 JASON MCCANNON Director 0.50 0.00 X 4250 0 0 JENNIFER SUMNER Director 0.50 0.00 X 0 0 0 DR MATTHEW L HUNT Director 0.50 0.00 X 0 0 0 MARVIN N DAVANT Director 0.50 0.00 X 0 0 0 M COLLINS MCNEILL IV Director 0.50 0.00 X 0 0 0 JIM LABATE Director 0.50 0.00 X 0 0 0 N FULTON BREEN Director 0.50 0.00 X 0 0 0 JIM BLOME Director 0.50 0.00 X 0 0 0 ERIC DINGER Treasurer 0.50 0.00 X X 0 0 0 465367 44559 2 false true false NONE 0 215555 200555 215555 LAND MANAGEMENT FEE 5000 5000 5000 194593 194593 0 0 131675 131675 131675 131675 937383 414930 522453 522453 522453 0 0 0 0 1069276 136675 717046 X 10000 10000 0 0 0 509926 407941 101985 0 139059 111247 27812 0 0 0 0 0 1000 1000 0 0 0 258541 188465 70076 0 27596 5960 21636 0 0 0 30095 24076 6019 0 0 0 0 23032 13819 9213 13190 7914 5276 CONSERVATION PROGRAM EXPENSES 31239 31239 REPAIRS & MAINTENANCE 10789 10789 DUES & SUBSCRIPTIONS 3867 3867 0 1058334 800661 257673 0 1685045 236507 250000 0 55700 0 0 0 0 0 0 7022158 60299 6984891 6961859 0 3946853 5130657 0 0 0 12672489 12579023 8100 5718 106147 77363 114247 83081 X 5764966 5702666 6793276 6793276 12558242 12495942 12672489 12579023 10942 -73242 X true X false false false X 2488377 2506529 2686590 1378808 215555 9275859 87299 123830 223749 102711 131675 669264 0 0 0 2575676 2630359 2910339 1481519 347230 9945123 662502 584900 1110800 2358202 21909 25849 21984 37247 42895 149884 684411 610749 1132784 37247 42895 2508086 7437037 105833 240462 331533 234125 326268 1238221 0 105833 240462 331533 234125 326268 1238221 0 0 2681509 2870821 3241872 1715644 673498 11183344 0.66500 0.75960 0.11070 0.05940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 122 31 14 true 60 340782 false 6793276 6793276 228882 60299 168583 6961859 5130657 NOTE PAYABLE- JOHN DEERE 77363 77363 Part II, Line 9: Organization Reporting of conservation easements. Conservation Easements:The Trust accomplishes its land conservation objective, in part, by accepting donations of interests in real property primarily in the form of conservation easements. Conservation easements are perpetual agreements between the Trust and the private landowners through whom the landowners agree to abide by certain restrictions designed to preserve open space or conservation value of their land. These agreements are binding upon all landowners. Each donation received is unique to a specific entity and therefore arise from different sources. The Trust accepted 11 conservation easements during the year ended December 31, 2022, bringing the total number of easements to 122. Cash contributions relate to donations received as part of the Trust's stewardship of certain properties and is recorded in the period received. These donations facilitate the perpetual responsibilities of monitoring and management associated with conservation/fee simple donations. The Trust does not attribute value to the easements held. Easements are not marketable interests in real estate and have no segregable economic value to the Trust; therefore, conservation easements are not reflected as assets or liabilities in the consolidated financial statements. Upon receipt of the easement, the landowner contributes a one-time unrestricted cash donation to the Trust that is recorded as contribution income in the period received. The acquisition costs and other costs associated with conservation easements are expensed in the period incurred. Easements accepted by the Trust impose a perpetual obligation to monitor and steward the properties, the costs of which are an ongoing expense to the Trust.Land Held for Conservation:The Trust records land at fair value at the date of donation when received as a gift. Fair market value of donated property is determined using the tax assessed fair value at the time of donation when it is available. The Trust also receives donations of conservations easements relating to certain land held for conservation. The value of land held for conservation with conservation easements held totaled $3,577,049 and $3,577,049 as of December 31, 2022 and 2021, respectively. Land donations are considered fee simple and are free of restrictions for their use or disposition. false SOUTH CAROLINA WILDLIFE PSHIP 125 REGIONAL PKWY STE 200 ORANGEBURG SC 29118 824034075 501(C)(3) 10000 0 FMV SEE PART IV 1 0 Additional Supplemental Information PURPOSE OF GRANT: south Carolina wildlife partnership - to assist with the shared mission of getting more people in the field of education about conservation and the role hunters play in funding conservation. X X false false false false false false false false false GEORGE C THORNTON Chairman 240559 28338 268897 WILLIAM D SAUNDERS JR CEO 220558 16221 236779 JASON MCCANNON DIRECTOR 13000 LAND MANAGEMENT PLANS false X 3 200555 FMV false false false Form 990, Part VI, Section B, Line 11b the board receives copies of the audited financials and the 990 for review before filing the 990. Form 990, Part VI, Section B, Line 12c directors and employees are required to file a disclosure annually if a potential conflict exists. Form 990, Part VI, Section B, Line 15a compensation is reviewed and approved by the board of directors on their evaluation of performance and comparison with similar positions in this and related industries. Form 990, Part VI, Section B, Line 15b compensation is reviewed and approved by the board of directors on their evaluation of performance and comparison with similar positions in this and related industries. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S ACCOUNTANT PROVIDES A COPY OF FORM 990 SPECIFICALLY FOR PUBLIC INSPECTION. THIS COPY IS AVAILABLE UPON REQUEST. HERITAGE PRESERVATION HOLDINGS PO BOX 502 EDGEFIELD SC 29824 384052795 CONSERVATION PROPERTY SC 146675 6632043 HERITAGE PRESERVATION TRUST INC false false false false false false false false false false false false false false false false false false false