PALMETTO TRUST FOR HISTORIC PRESERVATION: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PALMETTO TRUST FOR HISTORIC PRESERVATION (EIN 57-0913191)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-16
- IRS object ID
- 201213219349200526
- Schema version
- 2011v1.2
- 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 | 2012-11-16T09:14:19-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2012-11-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C TILLER | Name |
| Phone | 8034321436 | Phone |
| Date Prepared | 2012-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 192723 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 189748 | ContributionsGiftsGrantsEtc |
| Investment Income | 95 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 2500 | GrossAmountFromSaleOfAssets |
| Cost Other Basis And Sales Expenses | 1057 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 1443 | GainOrLossFromSaleOfAssets |
| Fundraising Gross Income | 100 | FundraisingGrossIncome |
| Special Events Direct Expenses | 238 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -138 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 280 | OtherRevenueTotal |
| Total Revenue | 191428 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 75360 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 4023 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 48861 | OtherExpensesTotal |
| Total Expenses | 128244 | TotalExpenses |
| Excess Or Deficit For Year | 63184 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 327542 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 390726 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233685 | BOY |
| EOY | 221836 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83653 | BOY |
| EOY | 158710 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11728 | BOY |
| EOY | 12450 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 329066 | BOY |
| EOY | 392996 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1524 | BOY |
| EOY | 2270 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327542 | BOY |
| EOY | 390726 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | 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 | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| SAVING HISTORIC BUILDINGS BY PURCHASE OR DONATION, ADVOCATING WITH COMMUNITY LEADERS, EDUCATING PUBLIC WITH MEDIA AND PERSONAL INTERACTION | 120588 |
| PRESERVING S C HISTORICAL SITES ETC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 120588 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (16 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 | 1.00 | 0 |
| SHERWOOD CLEVELAND | ||||||
| PO BOX 21215 | COLUMBIA | SC | 29221 | BOARD MEMBER | 1.00 | 0 |
| DR LEO TWIGGS | ||||||
| 420 WOODLAWN DRIVE | ORANGEBURG | SC | 29118 | BOARD MEMBER | 1.00 | 0 |
| SARAH DAVIS | ||||||
| 1812 BREVARD PLACE | CAMDEN | SC | 29020 | SECRETARY | 3.00 | 0 |
| FRED DELK | ||||||
| 911 LADY STREET SUITE C | COLUMBIA | SC | 29201 | TREASURER | 5.00 | 0 |
| DR BRETT WRIGHT | ||||||
| 267 LEHOTSKY HALL | CLEMSON | SC | 29672 | BOARD MEMBER | 1.00 | 0 |
| CYNTHIA JENKINS | ||||||
| 111 MOONSHINE FALLS TRAIL | LANDRUM | SC | 29356 | BOARD MEMBER | 3.00 | 0 |
| BRUCE LUECK | ||||||
| 101 UNION STREE | CAMDEN | SC | 29020 | BOARD MEMBER | 1.00 | 0 |
| DONALD LOVE | ||||||
| PO BOX 5331 | SPARTANBURG | SC | 29304 | BOARD MEMBER | 1.00 | 0 |
| BE NICHOLSON V | ||||||
| PO BOX 11390 | COLUMBIA | SC | 29211 | PRESIDENT | 3.00 | 0 |
| STEPHEN MCCRAE JR | ||||||
| 2 KINGS MOUNTAIN ST | YORK | SC | 29745 | BOARD MEMBER | 1.00 | 0 |
| SARAH SPRUILL | ||||||
| 230 THIRD STREET | CHERAW | SC | 29520 | BOARD MEMBER | 1.00 | 0 |
| PEDEN MCLEOD | ||||||
| 512 HAMPTON STREET | WALTERBORO | SC | 29488 | BOARD MEMBER | 1.00 | 0 |
| MACK WHITTLE JR | ||||||
| 500 HIDDEN HILLS DR | GREENVILLE | SC | 29605 | BOARD MEMBER | 1.00 | 0 |
| MICHAEL BEDENBAUGH | ||||||
| 8301 PARKLANE ROAD | COLUMBIA | SC | 29223 | EXECUTIVE DI | 60.00 | 51042 |
| FRAND WIDEMAN | ||||||
| PO BOX 1017 | GREENWOOD | SC | 29648 | BOARD MEMBER | 1.00 | 0 |
| 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 |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| 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 |
| 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 | 130488 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95891 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 189748 | CurrentTaxYear |
| Total | 556023 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 130488 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95891 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 189748 | CurrentTaxYear |
| Total | 556023 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 215172 | AmountsSubstContributorsTotal |
| Public Support Total170 | 340851 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3293 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77 | CurrentTaxYearMinus1Year |
| Total | 4344 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 560367 | TotalSupport |
| Gross Receipts From Admissions Etc | 475 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60830 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63740 | 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 | EASEMENT MONITORING INCOME 280 TOTAL 280 |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 6,976 TRAVEL 10,295 CONFERENCES 2,501 SUPPLIES 556 TELEPHONE 2,115 POSTAGE 741 REPAIRES AND MAINTENANCE 4,682 PRINTING 3,390 INSURANCE 3,008 BANK CHARGES 851 RENT 3,746 DUES AND SUBSCRIPTIONS 1,275 BOARD MTGS/MEMBERSHIP 334 CONSULTANTS 7,881 TAXES & LICENSES 50 UTILITIES 16 MISCELLANEOUS 16 NON-INVESTMENT DEPRECIATION 428 TOTAL 48,861 |
| 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 2,825 3,975 LESS ACCUMULATED DEPRECIATION 972 1,400 TOTAL 11,728 12,450 |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,524 2,270 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | 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 |
| ALL OTHER ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 31 | PRESERVING S C HISTORICAL SITES ETC |
Compensation Explanation CompensationExplanation
Compensation Compensation (16 entries)
| AGNES WILLCOX |
| SHERWOOD CLEVELAND |
| DR LEO TWIGGS |
| SARAH DAVIS |
| FRED DELK |
| DR BRETT WRIGHT |
| CYNTHIA JENKINS |
| BRUCE LUECK |
| DONALD LOVE |
| BE NICHOLSON V |
| STEPHEN MCCRAE JR |
| SARAH SPRUILL |
| PEDEN MCLEOD |
| MACK WHITTLE JR |
| MICHAEL BEDENBAUGH |
| FRAND WIDEMAN |