PALMETTO TRUST FOR HISTORIC PRESERVATION: Form 990EZ, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PALMETTO TRUST FOR HISTORIC PRESERVATION (EIN 57-0913191)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-02-29
- IRS object ID
- 201200619349200240
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-02-29T10:04:45-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTEY TILLER PIERCE & GREEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 862 | AddressLine1 |
| City | CAMDEN | City |
| State | SC | State |
| ZIP Code | 29021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570913191 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMETTO TRUST FOR HISTORIC | BusinessNameLine1 |
| Business Name Line2 | PRESERVATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALM | NameControl |
| Phone | 8037710870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 PARKLANE | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL BEDENBAUGH | Name |
| Title | EXEC. DIRECTOR | Title |
| Phone | 8037710870 | Phone |
| Date Signed | 2011-11-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C TILLER | Name |
| Phone | 8034321436 | Phone |
| Date Prepared | 2011-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 190833 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 55663 | ContributionsGiftsGrantsEtc |
| Membership Dues | 14058 | MembershipDues |
| Investment Income | 77 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 117300 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 192223 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | -74923 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 700 | FundraisingGrossIncome |
| Special Events Direct Expenses | 539 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 161 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 3035 | OtherRevenueTotal |
| Total Revenue | -1929 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 54056 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 7954 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 363 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 33740 | OtherExpensesTotal |
| Total Expenses | 96113 | TotalExpenses |
| Excess Or Deficit For Year | -98042 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 425584 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 327542 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66025 | BOY |
| EOY | 233685 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374878 | BOY |
| EOY | 83653 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10594 | BOY |
| EOY | 11728 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 451497 | BOY |
| EOY | 329066 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25913 | BOY |
| EOY | 1524 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425584 | BOY |
| EOY | 327542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | PRESERVING SC HISTORICAL BUILDINGS, SITES & LANDSCAPES | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| BUILDING AWARENESS OF THE VALUE OF PRESERVING SOUTH CAROLINA'S HERITAGE OF HISTORIC BUILDINGS, ARCHEOLOGICAL SITES, AND LANDSCAPES AND TO PRESERVE THEM AS CONTRIBUTION TO THE QUALITY OF LIFE FOR ALL OF SOUTH CAROLINA | 84774 |
| PRESERVING S C HISTORICAL SITES ETC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 84774 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| AGNES WILLCOX | ||||||
| 1510 TANGLEWOOD CIRCLE | FLORENCE | SC | 29501 | BOARD MEMBER | 000.00 | 0 |
| JAMES BRADFORD JR | ||||||
| PO BOX 1347 | YORK | SC | 29745 | PRESIDENT | 000.00 | 0 |
| DR LEO TWIGGS | ||||||
| 420 WOODLAWN DRIVE | ORANGEBURG | SC | 29118 | BOARD MEMBER | 000.00 | 0 |
| SARAH DAVIS | ||||||
| 1812 BREVARD PLACES | CAMDEN | SC | 29020 | SECRETARY | 000.00 | 0 |
| FRED DELK | ||||||
| 911 LADY STREET SUITE C | COLUMBIA | SC | 29201 | TREASURER | 000.00 | 0 |
| DR BRETT WRIGHT | ||||||
| 267 LEHOTSKY HALL | CLEMSON | SC | 29672 | BOARD MEMBER | 000.00 | 0 |
| ELIZABETH JOHNSON | ||||||
| 8301 PARKLANE ROAD | COLUMBIA | SC | 29223 | EX OFFICIAL | 000.00 | 0 |
| JOSEPH MCGILL JR | ||||||
| 456 KING STREET | CHARLESTON | SC | 29403 | BOARD MEMBER | 000.00 | 0 |
| DONALD LOVE | ||||||
| PO BOX 5331 | SPARTANBURG | SC | 29304 | BOARD MEMBER | 000.00 | 0 |
| BE NICHOLSON V | ||||||
| PO BOX 11390 | COLUMBIA | SC | 29211 | VICE PRESIDE | 000.00 | 0 |
| LEON LOVE | ||||||
| PO BOX 280515 | COLUMBIA | SC | 29228 | BOARD MEMBER | 000.00 | 0 |
| MICHAEL SCOGGINS | ||||||
| 212 EAST JEFFERSON STREET | YORK | SC | 29745 | BOARD MEMBER | 000.00 | 0 |
| PEDEN MCLEOD | ||||||
| 512 HAMPTON STREET | WALTERBORO | SC | 29488 | BOARD MEMBER | 000.00 | 0 |
| SUSAN MCMILLAN | ||||||
| 907 LAKEWOOD AVENUE | CONWAY | SC | 29526 | BOARD MEMBER | 000.00 | 0 |
| MICHAEL BEDENBAUGH | ||||||
| 8301 PARKLANE ROAD | COLUMBIA | SC | 29223 | EXECUTIVE DI | 40.00 | 42500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CANTEYTILLERPIERCE GREEN LLP | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 862 | AddressLine1 |
| City | CAMDEN | City |
| State | SC | State |
| ZIP Code | 29021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8034321436 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 95891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84233 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55663 | CurrentTaxYear |
| Total | 428416 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 95891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84233 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55663 | CurrentTaxYear |
| Total | 428416 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 428416 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7151 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 824 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 150 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77 | CurrentTaxYear |
| Total | 11495 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 191300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40870 | CurrentTaxYearMinus2Years |
| Total | 232170 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 672081 | TotalSupport |
| Gross Receipts From Admissions Etc | 17870 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | NATIONAL REG. NOMINATION INCO 2,500 EASEMENT MONITORING INCOME 270 MISCELLANEOUS INCOME 265 TOTAL 3,035 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 1,386 TRAVEL 9,097 CONFERENCES 1,766 1,117 844 SUPPLIES 353 TELEPHONE 1,578 POSTAGE 140 REPAIRES AND MAINTENANCE 3,520 PRINTING 52 INSURANCE 4,957 BANK CHARGES 121 RENT 2,598 DUES AND SUBSCRIPTIONS 560 BOARD MTGS/MEMBERSHIP 389 CONSULTANTS 1,950 TAXES & LICENSES 3,280 UTILITIES 32 TOTAL 33,740 |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990-EZ, PART I, LINE 20 | WRITE-OFF BAD PLEDGE 0 |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 9,875 9,875 FURNITURE & FIXTURES 1,819 2,825 LESS ACCUMULATED DEPRECIATION 1,100 972 TOTAL 10,594 11,728 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 25,913 1,524 ACCOUNTS PAYABLE 0 0 |
| FIRST ACHIEVEMENT | FORM 990-EZ, PART III, LINE 28 | BUILDING AWARENESS OF THE VALUE OF PRESERVING SOUTH CAROLINA'S HERITAGE OF HISTORIC BUILDINGS, ARCHEOLOGICAL SITES, AND LANDSCAPES AND TO PRESERVE THEM AS CONTRIBUTION TO THE QUALITY OF LIFE FOR ALL OF SOUTH CAROLINA |
| ALL OTHER ACHIEVEMENTS | FORM 990-EZ, PART III, LINE 31 | PRESERVING S C HISTORICAL SITES ETC |
Compensation Explanation CompensationExplanation
Compensation Compensation (15 entries)
| AGNES WILLCOX |
| JAMES BRADFORD JR |
| DR LEO TWIGGS |
| SARAH DAVIS |
| FRED DELK |
| DR BRETT WRIGHT |
| ELIZABETH JOHNSON |
| JOSEPH MCGILL JR |
| DONALD LOVE |
| BE NICHOLSON V |
| LEON LOVE |
| MICHAEL SCOGGINS |
| PEDEN MCLEOD |
| SUSAN MCMILLAN |
| MICHAEL BEDENBAUGH |