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HERITAGE PRESERVATION TRUST INCORPORATED - Florida Company Profile

Company Details

Entity Name: HERITAGE PRESERVATION TRUST INCORPORATED
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: 09 Mar 2006 (19 years ago)
Last Event: AMENDMENT
Event Date Filed: 25 Aug 2006 (19 years ago)
Document Number: N06000002670
FEI/EIN Number 20-4517067

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

Address: 1000 S. Peninsula Drive, Daytona Beach, FL, 32118, US
Mail Address: 1000 S. Peninsula Drive, Daytona Beach, FL, 32118, US
ZIP code: 32118
County: Volusia
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Lessmiller Shari President 41 Palemetto Drive, Ormond By the Sea, FL, 32176
Dillard John Vice President 607 John Anderson Drive, Ormond Beach, FL, 32176
Dillard Fran Treasurer 607 John Drive, Ormond Beach, FL, 32176
Reaney Debbie Secretary 6041 Burgundy Terrace, Port Orange, FL, 32127
Lessmiller Shari Agent 1000 S. Peninsula Drive, Daytona Beach, FL, 32118

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000110369 LILIAN PLACE HERITAGE CENTER ACTIVE 2017-10-05 2027-12-31 - 1000 S. PENINSULA DRIVE, DAYTONA BEACH, FL, 32118

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-10 1000 S. Peninsula Drive, Daytona Beach, FL 32118 -
CHANGE OF MAILING ADDRESS 2024-05-10 1000 S. Peninsula Drive, Daytona Beach, FL 32118 -
REGISTERED AGENT NAME CHANGED 2024-05-10 Lessmiller, Shari -
REGISTERED AGENT ADDRESS CHANGED 2021-01-29 1000 S. Peninsula Drive, Daytona Beach, FL 32118 -
AMENDMENT 2006-08-25 - -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-05-10
AMENDED ANNUAL REPORT 2024-04-02
ANNUAL REPORT 2024-03-31
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-04-02
ANNUAL REPORT 2019-03-05
ANNUAL REPORT 2018-03-03
ANNUAL REPORT 2017-02-17

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
20-4517067 Corporation Unconditional Exemption 1000 S PENINSULA DR, DAYTONA BEACH, FL, 32118-4743 2006-09
In Care of Name % FRAN DILLARD
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 Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
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 2022-12
Asset 1,000,000 to 4,999,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1093893
Income Amount 69474
Form 990 Revenue Amount 69474
National Taxonomy of Exempt Entities Unknown: Unknown
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)

Form 990-N (e-Postcard)

Organization Name HERITAGE PRESERVATION TRUST
EIN 20-4517067
Tax Year 2008
Beginning of tax period 2008-01-01
End of tax period 2008-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address PO BOX 1845, DAYTONA BEACH, FL, 32115, US
Principal Officer's Name Nancy Long
Principal Officer's Address 1967 Red Cedar Circle, SOuth Daytona, FL, 32119, US
Website URL www.heritagepreservationtrust.org

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

Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PRESERVATION TRUST INC
EIN 20-4517067
Tax Period 201512
Filing Type E
Return Type 990
File View File

Date of last update: 01 May 2025

Sources: Florida Department of State