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  5. THE PRESERVATION FOUNDATION OF PALM BEACH, INC.

THE PRESERVATION FOUNDATION OF PALM BEACH, INC. - Florida Company Profile

Company Details

Entity Name: THE PRESERVATION FOUNDATION OF PALM BEACH, 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: 15 Jan 1980 (45 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 08 Nov 2010 (14 years ago)
Document Number: 750613
FEI/EIN Number 591989832

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
Mail Address: 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
ZIP code: 33480
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2022 591989832 2023-08-22 PRESERVATION FOUNDATION OF PALM BEACH, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2023-08-22
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-22
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2021 591989832 2023-01-19 PRESERVATION FOUNDATION OF PALM BEACH, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2023-01-19
Name of individual signing SUSAN BEACH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-01-19
Name of individual signing SUSAN BEACH
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2020 591989832 2021-08-24 PRESERVATION FOUNDATION OF PALM BEACH, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2021-08-24
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-24
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2019 591989832 2021-01-29 PRESERVATION FOUNDATION OF PALM BEACH, INC. 10
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2021-01-29
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-29
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2019 591989832 2021-02-05 PRESERVATION FOUNDATION OF PALM BEACH, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2021-02-05
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-05
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2018 591989832 2020-01-23 PRESERVATION FOUNDATION OF PALM BEACH, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2020-01-23
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-23
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2017 591989832 2019-01-16 PRESERVATION FOUNDATION OF PALM BEACH, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2019-01-16
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-01-16
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2016 591989832 2018-01-30 PRESERVATION FOUNDATION OF PALM BEACH, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2018-01-30
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-30
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2015 591989832 2017-01-25 PRESERVATION FOUNDATION OF PALM BEACH, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2017-01-25
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-25
Name of individual signing SUSAN MORIN
Valid signature Filed with authorized/valid electronic signature
PRESERVATION FOUNDATION OF PALM BEACH, INC. ERISA 403(B) PLAN 2014 591989832 2015-11-27 PRESERVATION FOUNDATION OF PALM BEACH, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 813000
Sponsor’s telephone number 5618320731
Plan sponsor’s address 311 PERUVIAN AVE, PALM BEACH, FL, 334804637

Signature of
Role Plan administrator
Date 2015-11-27
Name of individual signing ALEXANDER IVES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-11-27
Name of individual signing ALEXANDER IVES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Shiverick Betsy Chairman 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
Quick Thomas C Secretary 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
Waldin Erik T Treasurer 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
Skier Amanda H President 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480
Skier Amanda H Agent 311 PERUVIAN AVENUE, PALM BEACH, FL, 33480

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-03-26 Skier, Amanda H. -
REINSTATEMENT 2010-11-08 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2010-09-24 - -
REGISTERED AGENT ADDRESS CHANGED 2007-04-02 311 PERUVIAN AVENUE, PALM BEACH, FL 33480 -
CHANGE OF PRINCIPAL ADDRESS 2005-01-14 311 PERUVIAN AVENUE, PALM BEACH, FL 33480 -
CHANGE OF MAILING ADDRESS 2005-01-14 311 PERUVIAN AVENUE, PALM BEACH, FL 33480 -
NAME CHANGE AMENDMENT 1981-03-12 THE PRESERVATION FOUNDATION OF PALM BEACH, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-01-11
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-03-26
ANNUAL REPORT 2019-01-11
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-24
AMENDED ANNUAL REPORT 2016-06-07
ANNUAL REPORT 2016-01-14

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-1989832 Corporation Unconditional Exemption 311 PERUVIAN AVE, PALM BEACH, FL, 33480-4637 1980-06
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 Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 51957734
Income Amount 28645670
Form 990 Revenue Amount 19801048
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 PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEAC
EIN 59-1989832
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name PRESERVATION FOUNDATION OF PALM BEACH INC
EIN 59-1989832
Tax Period 201606
Filing Type E
Return Type 990
File View File

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Waldin Erik T

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Companies related by address

No other companies in our directory share the same address as THE PRESERVATION FOUNDATION OF PALM BEACH, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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