PALMETTO TRUST FOR HISTORIC PRESERVATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PALMETTO TRUST FOR HISTORIC PRESERVATION (EIN 57-0913191)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201640469349301974
- Schema version
- 2014v6.0
- 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 | 2016-02-15T14:02:59-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570568919 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTEY TILLER PIERCE & GREEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 862 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570913191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMETTO TRUST FOR HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 8034227803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 506 | AddressLine1Txt |
| City | PROSPERITY | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BEDENBAUGH | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 8034227803 | PhoneNum |
| Signature | 2016-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C TILLER | PreparerPersonNm |
| PTIN | P00526531 | PTIN |
| Phone | 8034321436 | PhoneNum |
| Preparation | 2016-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $387,442 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | THE MISSION OF THE PALMETTO TRUST FOR HISTORIC PRESERVATION IS TO PROTECT AND PRESERVE BUILDINGS OF ARCHITECTURAL SIGNIFICANCE IN SOUTH CAROLINA. WE ACCOMPLISH THIS GOAL BY SEEKING OUT BUILDINGS OF HISTORIC SIGNIFICANCE THAT ARE IN DANGER OF DESTRUCTION FROM NEGLECT OR PURPOSEFUL DEMOLITION. WE THEN INTERVENE BY PURCHASING OR ACCEPTING THE PROPERTY AS A TAX DEDUCTIBLE DONATION, DOING WHATEVER IS NECESSARY TO STOP CURRENT DECAY AND THEN SELLING THE PROPERTY TO AN OWNER WHO CONTRACTS TO PRESERVE AND PROTECT THE PROPERTY IN PERPETUITY ACCORDING TO SECRETARY OF INTERIOR STANDARDS. WE MAINTAIN AN ENDANGERED PROPERTIES REVOLVING FUND TO PURCHASE THESE PROPERTIES AND COMPLETE NECESSARY REPAIRS. WHEN THE PROPERTY IS SOLD, THE FUNDS ARE RETURNED TO THE ENDANGERED PROPERTIES REVOLVING FUND TO RESCUE ANOTHER PROPERTY | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $255,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $175,420 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32 | PYInvestmentIncomeAmt |
| CY Investment Income | -$17,926 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,325 | PYOtherRevenueAmt |
| CY Other Revenue | $72,016 | CYOtherRevenueAmt |
| PY Total Revenue | $271,493 | PYTotalRevenueAmt |
| CY Total Revenue | $229,510 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,989 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $98,030 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $455 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $104,497 | PYOtherExpensesAmt |
| CY Other Expenses | $109,872 | CYOtherExpensesAmt |
| PY Total Expenses | $174,486 | PYTotalExpensesAmt |
| CY Total Expenses | $207,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $97,007 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,608 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $575,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $597,728 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,580 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $552,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $574,148 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE PALMETTO TRUST FOR HISTORIC PRESERVATION IS TO PROTECT AND PRESERVE BUILDINGS OF ARCHITECTURAL SIGNIFICANCE IN SOUTH CAROLINA. WE ACCOMPLISH THIS GOAL BY SEEKING OUT BUILDINGS OF HISTORIC SIGNIFICANCE THAT ARE IN DANGER OF DESTRUCTION FROM NEGLECT OR PURPOSEFUL DEMOLITION. WE THEN INTERVENE BY PURCHASING OR ACCEPTING THE PROPERTY AS A TAX DEDUCTIBLE DONATION, DOING WHATEVER IS NECESSARY TO STOP CURRENT DECAY AND THEN SELLING THE PROPERTY TO AN OWNER WHO CONTRACTS TO PRESERVE AND PROTECT THE PROPERTY IN PERPETUITY ACCORDING TO SECRETARY OF INTERIOR STANDARDS. WE MAINTAIN AN ENDANGERED PROPERTIES REVOLVING FUND TO PURCHASE THESE PROPERTIES AND COMPLETE NECESSARY REPAIRS. WHEN THE PROPERTY IS SOLD, THE FUNDS ARE RETURNED TO THE ENDANGERED PROPERTIES REVOLVING FUND TO RESCUE ANOTHER PROPERTY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $174,360 | ExpenseAmt |
| Desc | SAVING HISTORIC BUILDINGS BY PURCHASE OR DONATION, ADVOCATING WITH COMMUNITY LEADERS, EDUCATING PUBLIC WITH MEDIA AND PERSONAL INTERACTION | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,325 | ExpenseAmt |
| Desc | PRESERVING SC HISTORICAL SITES, ETC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,325 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $188,685 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | false | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 6 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANTEYTILLERPIERCE GREEN LLP | PersonNm |
| Phone | 8034321436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 862 | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|
| SHERWOOD CLEVELAND | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| SARAH DAVIS | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| JULIAN J NEXSEN JR | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| STEPHEN MCCRAE JR | ||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 |
| DONALD LOVE | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| KELLY ODOM | ||||
| PAST-PRESIDE | Yes (X) | $0 | $0 | $0 |
| GARY T POPE | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| MARGRET POPE | ||||
| SECRETARY | Yes (X) | $0 | $0 | $0 |
| DANIEL RAY SIGMON | ||||
| TREASURER | Yes (X) | $0 | $0 | $0 |
| SARAH SPRUILL | ||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 |
| LEO TWIGGS | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| JANE VAUGHTERS | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| AGNES WILLCOX | ||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $175,420 | AllOtherContributionsAmt |
| Total Contributions | $175,420 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $140,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,932 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,932 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,932 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EASEMENT MONITORING INCOME | $53,766 | $53,766 |
| OTHER INCOME | $7,500 | $7,500 |
| NATL REG NOM INCOME | $7,500 | $7,500 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $72,016 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,090 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,064 | TotalAmt |
| Program Services | $81,958 | ProgramServicesAmt |
| Management And General | $9,106 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,966 | TotalAmt |
| Program Services | $6,269 | ProgramServicesAmt |
| Management And General | $697 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80 | TotalAmt |
| Program Services | $80 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,700 | TotalAmt |
| Program Services | $4,560 | ProgramServicesAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,153 | TotalAmt |
| Program Services | $35,153 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279 | TotalAmt |
| Program Services | $1,681 | ProgramServicesAmt |
| Management And General | $143 | ManagementAndGeneralAmt |
| Fundraising | $455 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980 | TotalAmt |
| Program Services | $1,980 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,167 | TotalAmt |
| Program Services | $4,934 | ProgramServicesAmt |
| Management And General | $1,233 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,747 | TotalAmt |
| Program Services | $8,772 | ProgramServicesAmt |
| Management And General | $975 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505 | TotalAmt |
| Program Services | $1,204 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309 | TotalAmt |
| Program Services | $1,309 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,628 | TotalAmt |
| Program Services | $12,265 | ProgramServicesAmt |
| Management And General | $1,363 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GRANT EXPENSE | $11,950 | $11,950 | |
| TELEPHONE | $4,159 | $3,327 | $832 |
| MISCELLANEOUS | $3,187 | $3,187 | |
| SUPPLIES | $2,650 | $2,120 | $530 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,378 | TotalAmt |
| Program Services | $7,936 | ProgramServicesAmt |
| Management And General | $2,442 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,902 | TotalAmt |
| Program Services | $188,685 | ProgramServicesAmt |
| Management And General | $18,762 | ManagementAndGeneralAmt |
| Fundraising | $455 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093 | BOYAmt |
| EOY | -$58 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,843 | BOYAmt |
| EOY | $25,439 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $80,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $495,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,104 | BOYAmt |
| EOY | $492,347 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,040 | BOYAmt |
| EOY | $597,728 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,080 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500 | BOYAmt |
| EOY | $22,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500 | BOYAmt |
| EOY | $23,580 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,164 | BOYAmt |
| EOY | $80,411 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,376 | BOYAmt |
| EOY | $493,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,540 | BOYAmt |
| EOY | $574,148 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,040 | BOYAmt |
| EOY | $597,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,608 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,420 | CurrentTaxYearAmt |
| Total | $832,852 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,420 | CurrentTaxYearAmt |
| Total | $832,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $832,852 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77 | CurrentTaxYearMinus4YearsAmt |
| Total | $77 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $832,929 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $72,022 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $492,175 | OtherCostOrOtherBasisAmt |
| Book Value | $492,175 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,653 | DepreciationAmt |
| Book Value | $172 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $492,347 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE PALMETTO TRUST FOR HISTORIC PRESERVATION IS TO PROTECT AND PRESERVE BUILDINGS OF ARCHITECTURAL SIGNIFICANCE IN SOUTH CAROLINA. WE ACCOMPLISH THIS GOAL BY SEEKING OUT BUILDINGS OF HISTORIC SIGNIFICANCE THAT ARE IN DANGER OF DESTRUCTION FROM NEGLECT OR PURPOSEFUL DEMOLITION. WE THEN INTERVENE BY PURCHASING OR ACCEPTING THE PROPERTY AS A TAX DEDUCTIBLE DONATION, DOING WHATEVER IS NECESSARY TO STOP CURRENT DECAY AND THEN SELLING THE PROPERTY TO AN OWNER WHO CONTRACTS TO PRESERVE AND PROTECT THE PROPERTY IN PERPETUITY ACCORDING TO SECRETARY OF INTERIOR STANDARDS. WE MAINTAIN AN ENDANGERED PROPERTIES REVOLVING FUND TO PURCHASE THESE PROPERTIES AND COMPLETE NECESSARY REPAIRS. WHEN THE PROPERTY IS SOLD, THE FUNDS ARE RETURNED TO THE ENDANGERED PROPERTIES REVOLVING FUND TO RESCUE ANOTHER PROPERTY |
| FORM 990, PAGE 2, PART III, LINE 4D | PRESERVING SC HISTORICAL SITES, ETC. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MONITOR THROUGH CAREFUL OVERSIGHT/ENFORCEMENT MEASURES THAT ARE INCLUDED IN BI-LAWS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| FORM 990, PART XI, LINE 9 | ROUNDING 0 |