2024-11-13T07:40:29-05:00 2023-12-31 231692578 SIMON LEVER LLC 147 W AIRPORT RD LITITZ PA 17543 990 2023-01-01 237002513 HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY HIST 7172915861 123 N PRINCE STREET LANCASTER PA 17603 DON JOHNSON TREASURER/SECRETARY 7172915861 2024-11-15 true false REBECCA WALCK CPA P01886180 7175697081 2024-11-13 2023 2024-10-15 13:58:12Z DON JOHNSON 123 N PRINCE ST LANCASTER PA 17603 399766 false X WWW.HPTRUST.ORG X 1966 PA THE MISSION OF THE HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY IS TO EDUCATE AND ADVOCATE FOR THE PRESERVATION OF HISTORIC SITES AND PROPERTIES WHOSE INTEGRITY OF DESIGN, SETTINGS, MATERIALS, AND WORKMANSHIP CONTRIBUTE TO THE CHARACTER OF LANCASTER COUNTY. 12 12 1 20 0 98450 83283 17985 7461 8595 39897 8676 30518 133706 161159 0 0 40259 36877 0 14851 102758 148199 143017 185076 -9311 -23917 1472722 1510269 2205 1623 1470517 1508646 X THE MISSION OF THE HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY IS TO EDUCATE AND ADVOCATE FOR THE PRESERVATION OF HISTORIC SITES AND PROPERTIES WHOSE INTEGRITY OF DESIGN, SETTINGS, MATERIALS, AND WORKMANSHIP CONTRIBUTE TO THE CHARACTER OF LANCASTER COUNTY. false false 57889 PRESERVATION AND PROTECTION OF HISTORICALLY SIGNIFICANT BUILDINGS AND SITES IN LANCASTER COUNTY, PENNSYLVANIA, THROUGH ADVOCACY, EDUCATION AND ACTUAL RENOVATION OF BUILDINGS. 57889 true true false false false false true true false false true false false false false true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 8 0 1 true false false false false false false false false false false false false false false X 12 12 false false false false true true true true true false false false true false false false false false false false PA X DON JOHNSON 7172915861 123 N PRINCE ST LANCASTER PA 17603 X BRIAN BISIGNANI DIRECTOR EME 3.00 X 0 0 0 JIM BROWN PRESIDENT 3.00 X X 0 0 0 JAMES DELLE VICE PRESIDE 3.00 X X 0 0 0 DON JOHNSON TREASURER/SE 3.00 X X 0 0 0 DANIEL GAGLIANO TRUSTEE 3.00 X 0 0 0 JESSICA MEYER TRUSTEE 3.00 X 0 0 0 JESSICA FRANCIS TRUSTEE 3.00 X 0 0 0 JORDAN ZIMMERMAN TRUSTEE 3.00 X 0 0 0 ADAM ZURN TRUSTEE 3.00 X 0 0 0 REBECCA DILLON TRUSTEE 3.00 X 0 0 0 BRAYDEN CAMPBELL TRUSTEE 3.00 X 0 0 0 KELLY KOPELMAN TRUSTEE 3.00 X 0 0 0 false false false 3960 5858 73465 83283 PRESERVATION SUMMIT 4075 4075 ANNUAL AWARDS DINNER 2750 2750 ARCHITECTURAL TOURS 636 636 7461 37807 37807 233260 231170 2090 2090 2090 35855 7437 28418 OTHER INCOME 2100 2100 2100 161159 11651 37807 X 34480 20636 10896 2948 2397 1678 479 240 13000 13000 6272 6272 55409 12336 36905 6168 31124 2794 24168 4162 6604 6604 4213 4213 6439 6439 REPAIRS AND MAINTENANCE 10916 9768 1148 COGS 9549 9549 MISCELLANEOUS 3250 1128 900 1222 DUES AND SUBSCRIPTIONS 774 774 649 538 111 185076 57889 112336 14851 170195 130028 352256 60043 278618 292213 1023909 1088028 1472722 1510269 2205 1623 2205 1623 X 587499 621637 883018 887009 1470517 1508646 1472722 1510269 -23917 62046 X true X false true false X 41602 26340 97379 98450 83283 347054 41602 26340 97379 98450 83283 347054 33312 313742 61899 51486 24776 35551 37807 211519 558573 80273 0.56170 0.47760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 27 164.00 27 8 1 true 20.00 true 249726 X X false 289431 8680 280751 62825 51363 11462 292213 X SCHEDULE D, PAGE 1, PART II, LINE 5 REPRESENTATIVES OF THE TRUST SHALL BE PERMITTED TO CONDUCT INSPECTIONS OF THE PROPERTY AND MAY INSTITUTE SUITS TO ENJOIN ANY VIOLATIONS OF THE TERMS OF THE EASEMENT. SCHEDULE D, PAGE 1, PART II, LINE 9 CONSERVATION EASEMENTS ARE EXPENSED WHEN THE EXPENSES ARE INCURRED. SCHEDULE D, PAGE 1, PART III, LINE 1A THE ORGANIZATION DOES NOT CAPITALIZE DONATED HISTORICAL ARTIFACTS OR RECOGNIZE THEM AS REVENEUS OR GAINS. SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FUTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OR COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. IN 1990, AN ANTIQUE GRANDFATHER CLOCK WAS DONATED TO THE ORGANIZATION AND RECORDED AT ITS FAIR MARKET INSURANCE VALUE OF 7,000. IN 1996, THE SEHNER-ELLICOTT-VON HESS HOUSE, WHICH THE ORGANIZATION UTILIZES AS ITS OFFICES AND FOR TOURS, WAS DONATED TO THE ORGANIZATION. THE HOUSE WAS RECORDED ON THE ORGANIZATION'S RECORDS AT THE REALTY TRANSFER TAX VALUATION OF 242,726. THE ORGANIZATION DOES NOT RECORD DEPRECIATION ON THESE ITEMS AS THEY EACH HAVE CULTURAL, AESTHETIC AND HISTORICAL VALUE WHICH THE ORGANIZATION IS PRESERVING. SCHEDULE D, PAGE 2, PART III, LINE 4 THE TRUST HAS TWO ASSETS, THE SEHNER-ELLICOT-VON HESS HOUSE AND AN ANTIQUE GRANDFATHER CLOCK, BOTH OF WHICH WERE DONATED TO THE TRUST AND ARE LISTED ON THE BALANCE SHEET. THE TRUST ALSO HAS MANY ITEMS DISPLAYED IN THE SEHNER-ELLICOT-VON HESS HOUSE AND HELD IN STORAGE THAT ARE BEING PRESERVED FOR FUTUER GENERATIONS AND FOR PUBLIC EXHIBITION. THESE ITEMS ARE NOT RECORDED AS ASSETS ON THE BALANCE SHEET. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES A LIABILITY FOR UNCERTAIN TAX POSTIIONS WHEN IT IS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION TAKEN WILL NOT BE SUSTAINED UPON EXAMINATION BY THE IRS, INCLUDING RESOLUTION OF APPEALS OR LITIGATION BASED ON THE TECHNICAL MERIT OF THE POSTION. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023. THE ORGANIZATION REPORTS ACCRUED INTEREST AND PENALTIES RELATED TO UNDERPAID TAXES ASSOCIATED WITH ITS TAX POSITIONS AS INTEREST EXPENSES AND PENALTIES EXPENSE, RESPECTIVELY. THERE WERE NO INTEREST OR PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENEDED DECEMBER 31, 2023 AND 2022. ROSLYN MANSION 10856 10856 7137 ARCHTECTURAL TO 8790 8790 2 12984 12984 300 32630 32630 7437 7437 25193 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY IS TO EDUCATE AND ADVOCATE FOR THE PRESERVATION OF HISTORIC SITES AND PROPERTIES WHOSE INTEGRITY OF DESIGN, SETTINGS, MATERIALS, AND WORKMANSHIP CONTRIBUTE TO THE CHARACTER OF LANCASTER COUNTY. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS WHO ELECT THE MEMBERS OF THE GOVERNING BODY AND VOTE ON OTHER MATTERS AS THEY ARISE. FORM 990, PAGE 6, PART VI, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE BOARD OF DIRECTORS AND OFFICERS AT THE ANNUAL MEETING. FORM 990, PAGE 6, PART VI, LINE 7B EACH MEMBER WILL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO THE MEMBERSHIP FOR A VOTE. MEMBERS HAVE THE RIGHT TO ATTEND AND VOTE AT ANY CALLED MEETING AND TO HOLD OFFICE. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE TREASURER. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING THE TAX YEAR. FORM 990, PART IX, LINE 11G MONITORING & OTHER FEES 12,336 36,905 6,168