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THE HISTORICAL SOCIETY OF PALM BEACH COUNTY - Florida Company Profile

Company Details

Entity Name: THE HISTORICAL SOCIETY OF PALM BEACH COUNTY
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: 03 May 1989 (36 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 24 Nov 2003 (21 years ago)
Document Number: N32066
FEI/EIN Number 596158821

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

Address: 300 N. DIXIE HIGHWAY, SUITE 471, WEST PALM BEACH, FL, 33401, US
Mail Address: P.O. BOX 4364, WEST PALM BEACH, FL, 33402-4364, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2023 596158821 2024-05-23 HISTORICAL SOCIETY OF PALM BEACH COUNTY 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2024-05-23
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-21
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2022 596158821 2023-06-12 HISTORICAL SOCIETY OF PALM BEACH COUNTY 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2023-06-12
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-12
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2021 596158821 2022-06-16 HISTORICAL SOCIETY OF PALM BEACH COUNTY 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2022-06-16
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-16
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2020 596158821 2021-05-10 HISTORICAL SOCIETY OF PALM BEACH COUNTY 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2021-05-10
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-10
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2019 596158821 2020-04-21 HISTORICAL SOCIETY OF PALM BEACH COUNTY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2020-04-21
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-21
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2018 596158821 2019-05-03 HISTORICAL SOCIETY OF PALM BEACH COUNTY 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2019-05-03
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-16
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2017 596158821 2018-04-20 HISTORICAL SOCIETY OF PALM BEACH COUNTY 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2018-04-20
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-10
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2016 596158821 2017-05-25 HISTORICAL SOCIETY OF PALM BEACH COUNTY 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2017-05-25
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-22
Name of individual signing SHARON POSS
Valid signature Filed with authorized/valid electronic signature
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2015 596158821 2016-07-19 HISTORICAL SOCIETY OF PALM BEACH COUNTY 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 921000
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402
HISTORICAL SOCIETY OF PALM BEACH COUNTY 401(K) PLAN 2014 596158821 2015-07-14 HISTORICAL SOCIETY OF PALM BEACH COUNTY 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 812990
Sponsor’s telephone number 5618324164
Plan sponsor’s address P.O. BOX 4364, WEST PALM BEACH, FL, 33402

Signature of

Role Plan administrator
Date 2015-07-14
Name of individual signing JEREMY JOHNSON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Stevens Mark Officer 12941 Old Marsh Road, Palm Beach Gardens, FL, 33418
Johnson Richard SJr. Chairman 1706 Lakeside Drive North, Lake Worth, FL, 33460
Johnson Jeremy W President 300 N. DIXIE HIGHWAY, WEST PALM BEACH, FL, 33401
Burns Thomas Treasurer 890 Briarwood Drive, West Palm Beach, FL, 33415
Chase Joe Secretary 222 Almeria Rd, West Palm Beach, FL, 33405
Alderton Jeffrey Officer 2283 Ibis Isle Rd W, Palm Beach, FL, 33480
JOHNSON JEREMY W Agent 300 NORTH DIXIE HIGHWAY, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2014-04-24 JOHNSON, JEREMY W -
CHANGE OF MAILING ADDRESS 2009-04-15 300 N. DIXIE HIGHWAY, SUITE 471, WEST PALM BEACH, FL 33401 -
CHANGE OF PRINCIPAL ADDRESS 2008-04-30 300 N. DIXIE HIGHWAY, SUITE 471, WEST PALM BEACH, FL 33401 -
REGISTERED AGENT ADDRESS CHANGED 2008-04-30 300 NORTH DIXIE HIGHWAY, 471, WEST PALM BEACH, FL 33401 -
CANCEL ADM DISS/REV 2003-11-24 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2003-09-19 - -
EVENT CONVERTED TO NOTES 1989-05-03 - -

Documents

Name Date
ANNUAL REPORT 2025-01-30
ANNUAL REPORT 2024-02-23
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-02-11
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-04-26
ANNUAL REPORT 2017-04-14
ANNUAL REPORT 2016-04-26

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-6158821 Association Unconditional Exemption PO BOX 4364, WEST PALM BCH, FL, 33402-4364 1942-04
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, Literary Organization, Local Association of Employees, Social Welfare Organization, Horticultural Organization, Labor Organization, Business League, Chamber of Commerce, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Mutual Cooperative Telephone Co., Cemetery Company, Other Mutual Corp. or Assoc.
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 2023-06
Asset 1,000,000 to 4,999,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 4943845
Income Amount 145616
Form 990 Revenue Amount 145559
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 HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202304
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202304
Filing Type E
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202204
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202204
Filing Type E
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202104
Filing Type E
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202104
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202008
Filing Type P
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 202004
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201906
Filing Type P
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201904
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201804
Filing Type P
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201704
Filing Type E
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201704
Filing Type P
Return Type 990
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201704
Filing Type P
Return Type 990T
File View File
Organization Name HISTORICAL SOCIETY OF PALM BEACH COUNTY INC
EIN 59-6158821
Tax Period 201604
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
6979907107 2020-04-14 0455 PPP 300 N. Dixie Hwy suite 471, WEST PALM BEACH, FL, 33401
Loan Status Date 2021-06-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113453.75
Loan Approval Amount (current) 113453.75
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-0002
Project Congressional District FL-22
Number of Employees 8
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 114549.71
Forgiveness Paid Date 2021-04-08
6972298401 2021-02-11 0455 PPS 300 N Dixie Hwy Ste 471, West Palm Beach, FL, 33401-4632
Loan Status Date 2021-02-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 107065
Loan Approval Amount (current) 107065
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address West Palm Beach, PALM BEACH, FL, 33401-4632
Project Congressional District FL-22
Number of Employees 8
NAICS code 712110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 108394.39
Forgiveness Paid Date 2022-05-12

Date of last update: 02 Apr 2025

Sources: Florida Department of State