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US nonprofit · EIN 204517067 · Daytona Beach, FLiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 204517067) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2023: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Principal officer IRS Form 990-N (e-Postcard) - principal officer named for tax year 2008.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Heritage Preservation Trust

Donations deductible
Revenue
$84k
year to 31 December 2023
Expenses
$97k
year to 31 December 2023
Total assets
$1.1m
$25k liabilities
Net assets
$1.1m
assets less liabilities
Directors and trustees
12
6.0y av
Staff
0
employees, year to 31 December 2023
Left since last filing
0
no seats appear to have opened
Officers and senior staff
4
named in Part VII
How am I connected?

Heritage Preservation Trust's network

12 people1 organisationi12 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (12). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

12 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Belinda GilesDirector2022
4 yrs
David GlasserDirector2020
6 yrs
Deborah Reaney (also filed as Debbie Reaney)Company secretary2018
8 yrs
Dominic MorgeseTreasurer2020
6 yrs
Dr Carl Lentz (also filed as Dr Carl Lentz)Director2022
4 yrs
Fran DillardDirector2020
6 yrs
Jerry HortonDirector2022
4 yrs
John DillardVice President2018
8 yrs
John WagnerDirector2018
8 yrs
Joyce BakerDirector2022
4 yrs
Michele DavidsonDirector2023
3 yrs
Shari LessmillerPresident2020
6 yrs
Under 5 years5 to 6 years6 years or moreShow all 12 →

Officers and senior leadership

4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Dominic MorgeseTreasurersince 2018
Fran DillardVice Presidesince 2018
Nancy LongPresidentsince 2018
Shari LessmillerCompany secretarysince 2018

Pay and hours

year to 31 December 2023iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Michele DavidsonDirector0$0
Belinda GilesDirector0$0
Joyce BakerDirector0$0
Fran DillardDirector0$0
David GlasserDirector0$0
Jerry HortonDirector0$0
Dr Carl LentzDirector0$0
John WagnerDirector0$0
John DillardVice President0$0
Shari LessmillerPresident0$0
Deborah ReaneySecretary0$0
Dominic MorgeseTreasurer0$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Heritage Preservation Trust
EIN
204517067
Address
1000 S Peninsula Dr, Daytona Beach, FL, 32118-4743
State
Florida
Mission
Trust mission is historical preservation and education through workshops and tours of owned historical properties. (as filed on the Form 990)
Activity (NTEE)
Z99 Unknown
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Unknown
Size band
6 (IRS master file code)
Formed
2006
Principal officer
John Dillard (as named on the Form 990)
IRS ruling date
1 September 2006
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2023
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsDeborah Reaney
≥8years on the filingsJohn Dillard
≥8years on the filingsJohn Wagner
≥6years on the filingsDavid Glasser

Latest return

year to 31 December 2023iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2023. US dollars, as filed.
Total assets
$1.1m
Total liabilities
$25k
Net assets or fund balances
$1.1m
Contributions and grants received
$33k
Program service revenue
$51k
Employees
0