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THE FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. - Florida Company Profile

Company Details

Entity Name: THE FLORIDA TRUST FOR HISTORIC PRESERVATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 13 Jun 1978 (47 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 27 Oct 1989 (35 years ago)
Document Number: 743244
FEI/EIN Number 591834416

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 906 EAST PARK AVENUE, TALLAHASSEE, FL, 32301
Mail Address: 906 E Park AVE, TALLAHASSEE, FL, 32301, US
ZIP code: 32301
County: Leon
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN 2023 591834416 2024-07-15 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-05-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN 2022 591834416 2023-07-13 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-05-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN 2021 591834416 2022-10-01 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-05-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 401K PROFIT SHARING PLAN 2020 591834416 2021-07-22 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-05-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN 2019 591834416 2020-10-13 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN 2019 591834416 2020-01-14 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 2019 591834416 2020-10-13 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN 2018 591834416 2020-01-06 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN 2018 591834416 2020-01-06 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301
FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. TAX DEFERRED ANNUITY PLAN 2018 591834416 2020-01-06 FLORIDA TRUST FOR HISTORIC PRESERVATION, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1988-03-01
Business code 524290
Sponsor’s telephone number 8502248128
Plan sponsor’s address 906 E. PARK AVENUE, TALLAHASSEE, FL, 32301

Key Officers & Management

Name Role Address
Cosden Mike President P.O. Box 2368, Fort Myers, FL, 33901
Davis Ennis A Vice President 221 N Hogan Street, Jacksonville, FL, 32202
Wolfe Jenny Imme 1620 E Mallory St., Pensacola, FL, 32503
Stevenson Linda At Stevenson Architects, Inc., Bradenton, FL, 34210
Stevenson Linda L Stevenson Architects, Inc., Bradenton, FL, 34210
Zubaly Mark At Department of Management Services: Direct, Tallahassee, FL, 32312
Zubaly Mark L Department of Management Services: Direct, Tallahassee, FL, 32312
Wyllie Melissa Agent 906 EAST PARK AVENUE, TALLAHASSEE, FL, 32301
Harrold Mercedes Secretary 8334 Sand Point Drive S, Jacksonville, FL, 32244

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2018-01-17 906 EAST PARK AVENUE, TALLAHASSEE, FL 32301 -
REGISTERED AGENT NAME CHANGED 2017-08-29 Wyllie, Melissa -
REGISTERED AGENT ADDRESS CHANGED 2014-01-07 906 EAST PARK AVENUE, TALLAHASSEE, FL 32301 -
CHANGE OF PRINCIPAL ADDRESS 2008-01-15 906 EAST PARK AVENUE, TALLAHASSEE, FL 32301 -
REINSTATEMENT 1989-10-27 - -
INVOLUNTARILY DISSOLVED 1989-10-13 - -
AMENDMENT 1985-08-26 - -

Documents

Name Date
ANNUAL REPORT 2024-06-12
ANNUAL REPORT 2023-04-28
AMENDED ANNUAL REPORT 2022-02-22
ANNUAL REPORT 2022-01-21
AMENDED ANNUAL REPORT 2021-08-09
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-08-29

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1834416 Corporation Unconditional Exemption 906 E PARK AVE, TALLAHASSEE, FL, 32301-2647 1979-02
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification -
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 5063909
Income Amount 1693670
Form 990 Revenue Amount 201911
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name FLORIDA TRUST FOR HISTORIC PRESERVATION INC
EIN 59-1834416
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4357428903 2021-04-28 0491 PPS 906 E Park Ave, Tallahassee, FL, 32301-2647
Loan Status Date 2022-01-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29498.56
Loan Approval Amount (current) 29498.56
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94272
Servicing Lender Name First Commerce CU
Servicing Lender Address 2073 Summit Lake Dr, Ste 100, TALLAHASSEE, FL, 32317-7949
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tallahassee, LEON, FL, 32301-2647
Project Congressional District FL-02
Number of Employees 2
NAICS code 813312
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 94272
Originating Lender Name First Commerce CU
Originating Lender Address TALLAHASSEE, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 29696.04
Forgiveness Paid Date 2022-01-03
6579817105 2020-04-14 0491 PPP 906 EAST PARK AVE, TALLAHASSEE, FL, 32301-2647
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27250
Loan Approval Amount (current) 27250
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94272
Servicing Lender Name First Commerce CU
Servicing Lender Address 2073 Summit Lake Dr, Ste 100, TALLAHASSEE, FL, 32317-7949
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TALLAHASSEE, LEON, FL, 32301-2647
Project Congressional District FL-02
Number of Employees 2
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 94272
Originating Lender Name First Commerce CU
Originating Lender Address TALLAHASSEE, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27473.3
Forgiveness Paid Date 2021-02-10

Date of last update: 02 Apr 2025

Sources: Florida Department of State