2024-05-15T10:58:41-05:00 2023-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2022-07-01 274751236 UF HISTORIC ST AUGUSTINE INC UFHI 3522942725 PO BOX 115350 GAINESVILLE FL 326115350 LINDA DIXON DIRECTOR OF OPERATIONS 3522942725 2024-05-15 1 LINDA DIXON 999009999 1 KATIE DAVIS P01072114 3523781331 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN POPPELL PO BOX 115350 GAINESVILLE FL 326115350 1213559 0 X STAUGUSTINE.UFL.EDU X 2010 FL THE ORGANIZATION IS ORGANIZED TO ENSURE THE LONG TERM PRESERVATION AND INTERPRETATION OF STATE OWNED HISTORIC PROPERTIES IN ST. AUGUSTINE THROUGH THE HISTORIC PRESERVATION INITIATIVES AND EDUCATION PROGRAMS OF THE UNIVERSITY OF FLORIDA THAT WILL BE RESPONSIVE TO THE STATES NEEDS OF ST. AUGUSTINE AND HISTORIC PRESERVATION, ARCHAEOLOGY, CULTURAL RESOURCES MANAGEMENT, CULTURAL TOURISM, HISTORY, AND MUSEUM ADMINISTRATION AND WILL HELP MEET NEEDS OF ST. AUGUSTINE AND THE STATE THROUGH EDUCATIONAL INTERNSHIPS AND PRACTICUMS. 15 15 0 15 0 0 0 15451 921534 961934 90131 159578 61128 76596 1072793 1213559 260409 0 0 0 195194 201050 0 0 0 595087 736528 1050690 937578 22103 275981 5122160 5131740 2115298 1848897 3006862 3282843 X THE ORGANIZATION IS ORGANIZED TO ENSURE THE LONG TERM PRESERVATION AND INTERPRETATION OF STATE OWNED HISTORIC PROPERTIES IN ST. AUGUSTINE THROUGH THE HISTORIC PRESERVATION INITIATIVES AND EDUCATION PROGRAMS OF THE UNIVERSITY OF FLORIDA THAT WILL BE RESPONSIVE TO THE STATES NEEDS OF ST. AUGUSTINE AND HISTORIC PRESERVATION, ARCHAEOLOGY, CULTURAL RESOURCES MANAGEMENT, CULTURAL TOURISM, HISTORY, AND MUSEUM ADMINISTRATION AND WILL HELP MEET NEEDS OF ST. AUGUSTINE AND THE STATE THROUGH EDUCATIONAL INTERNSHIPS AND PRACTICUMS. 0 0 623281 1125744 THE CORPORATION IS ORGANIZED TO ENSURE THE LONG-TERM PRESERVATION AND INTERPRETATION OF STATE-OWNED HISTORIC PROPERTIES IN ST. AUGUSTINE THROUGH THE HISTORIC PRESERVATION EFFORTS AND HISTORIC EDUCATION PROGRAMS AND INITIATIVES OF THE UNIVERSITY OF FLORIDA (THE "UNIVERSITY") THAT WILL BE RESPONSIVE TO THE STATE'S NEEDS FOR PROFESSIONALS IN HISTORIC PRESERVATION, ARCHAEOLOGY, CULTURAL RESOURCES MANAGEMENT, CULTURAL TOURISM, AND MUSEUM ADMINISTRATION AND WILL HELP MEET NEEDS OF ST. AUGUSTINE AND THE STATE THROUGH EDUCATIONAL INTERNSHIPS AND PRACTICUMS. THE UNIVERSITY AND UFHSA HAVE BEEN ABLE TO REHABILITATE AND PROTECT MANY OF THE HISTORIC STRUCTURES AS WELL AS REPURPOSE SOME OF THE PROPERTIES AND STIMULATE ECONOMIC ACTIVITY THROUGH STATE APPROPRIATIONS FROM THE FLORIDA LEGISLATURE FOR OPERATIONS AND MAINTENANCE ALONG WITH LEASE AND OTHER REVENUES. EDUCATIONAL PROGRAMMING CONTINUED WITH PRESENTATION OF MUSEUM EXHIBITS, OPERATION OF AN ARCHIVAL LIBRARY, PRESERVATION LABORATORY AND DISTRIBUTION OF DOCUMENTARY FILM MATERIALS. 623281 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X JOHN POPPELL 3522942725 PO BOX 115350 GAINESVILLE FL 326115350 ALLEN LASTINGER CHAIR/PRESIDENT 1.00 0.00 X X 0 0 0 ROY HUNT VICE CHAIR 1.00 0.00 X X 0 0 0 BUFF GORDON MEMBER 1.00 0.00 X 0 0 0 KATHLEEN DEAGAN MEMBER 1.00 0.00 X 0 0 0 RICK GONZALEZ MEMBER 1.00 0.00 X 0 0 0 HERSCHEL SHEPARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL FRANCIS MEMBER 1.00 0.00 X 0 0 0 WILLIAM ROBINSON MEMBER 1.00 0.00 X 0 0 0 DON SLESNICK MEMBER 1.00 0.00 X 0 0 0 THOMAS WILLIS MEMBER 1.00 0.00 X 0 0 0 JOSEPH JOYNER MEMBER 1.00 0.00 X 0 0 0 JOHN FRASER MEMBER 1.00 0.00 X 0 0 0 CHARLES ELLIS MEMBER 1.00 0.00 X 0 0 0 DOUG WILES MEMBER 1.00 0.00 X 0 0 0 TRACY UPCHURCH MEMBER 1.00 0.00 X 0 0 0 JOHN POPPELL SECRETARY/TREASURER 16.00 0.00 X 54002 0 0 LINDA DIXON UF DIR OF PLANNING 40.00 0.00 X 139184 0 33293 193186 0 33293 1 0 1 0 0 15451 15451 RENTAL 531120 689159 689159 LICENSING FEES 531110 272775 272775 961934 159578 87214 72364 PROFIT SHARING 900099 76231 76231 MISCELLANEOUS 900099 365 365 76596 1213559 1125744 0 72364 54002 54002 147048 147048 50710 50710 131 131 106377 106377 2520 2520 271862 271862 825 825 GOVERNMENT HOUSE EXHIBI 215108 215108 REPAIRS & MAINTENANCE 85601 85601 EQUIPMENT <$5,000 2014 2014 MEMBERSHIPS & ACCREDITA 1380 1380 937578 623281 314297 0 1865927 2425113 40663 26748 30971 19273 17135 11698 666064 399639 2532371 2268542 5122160 5131740 23860 64003 5350 0 2086088 1784894 2115298 1848897 X 0 0 0 0 3006862 3282843 3006862 3282843 5122160 5131740 275981 0 X 0 1 X 1 0 X 5639 15000 15451 36090 5639 15000 15451 36090 36090 90131 72364 162495 52919 12425 13299 61128 139771 338356 4484821 0.10670 0.63370 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 52,919. 2019 AMOUNT: $ 12,425. 2020 AMOUNT: $ 13,299. 2021 AMOUNT: $ 61,128. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 30971 19273 11698 11698 DUE FROM UF 450000 LEASE RECEIVABLE 1812075 INTEREST RECEIVABLE 6467 2268542 DEPOSITS HELD IN TRUST 38004 DEFERRED INFLOWS OF RESOURCES 1746890 1784894 X 1213559 0 1213559 0 1213559 937578 0 937578 0 937578 PART III, LINE 4: GOVERNMENT HOUSE IS ONE OF THE STATE-OWNED BUILDINGS MANAGED BY THE UF HISTORIC ST. AUGUSTINE INC. "TO ENSURE LONG-TERM PRESERVATION AND INTERPRETATION OF STATE-OWNED HISTORIC PROPERTIES IN ST. AUGUSTINE WHILE FACILITATING AN EDUCATIONAL PROGRAM AT THE UNIVERSITY OF FLORIDA RESPONSIVE TO THE STATE'S NEEDS FOR PROFESSIONALS IN HISTORIC PRESERVATION, ARCHAEOLOGY, CULTURAL RESOURCE MANAGEMENT, CULTURAL TOURISM, AND MUSEUM ADMINSTRATION AND WILL HELP MEET NEEDS OF ST. AUGUSTINE AND THE STATE THROUGH EDUCATIONAL INTERNSHIPS AND PRACTICUMS." PART X, LINE 2: UFHSA IS A NOT-FOR-PROFIT CORPORATION ESTABLISHED UNDER THE LAWS OF THE STATE OF FLORIDA AND IS GENERALLY EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. UFHSA FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. UFHSA HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF UFHSA. UFHSA'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND MAY CHANGE UPON EXAMINATION. X X 0 0 0 0 0 0 0 0 0 LINDA DIXON UF DIR OF PLANNING 139184 0 0 0 0 0 13272 0 20021 0 172477 0 0 0 SCHEDULE J, PART I: THE ORGANIZATION'S EMPLOYEES ARE NOT DIRECTLY PAID BY THE FILING ORGANIZATION AND THE ORGANIZATION DOES NOT PROVIDE ANY OFFICER, DIRECTOR, OR OTHER REPRESENTATIVE WITH ANY COMPENSATION DIRECTLY. COMPENSATION FOR EMPLOYEES IS REMITTED TO THE UNIVERSITY OF FLORIDA (UF) ON BEHALF OF THE FILING ORGANIZATION AS A REIMBURSEMENT. THE ORGANIZATION RELIES OF UF TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND EMPLOYEES. THE PROCESS INCLUDES A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART V, LINE 2: THE NUMBER OF W-3 REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FIILNG ORGANIZATION DURING THE CALENDAR YEAR WHICH WERE REPORTED ON FORM W-3 AND THE CORRESPONDING FORM 941 BY THE UNIVERSITY OF FLOIRDA, A RELATED ENTITY AND THE COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION; PROVIDED, HOWEVER, THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO ALTER, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE NON EX-OFFICIO MEMBERS OF THE BOARD OF DIRECTORS, ONE OF WHOM SHALL BE APPOINTED CHAIRPERSON, SHALL BE APPOINTED BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA (THE "UNIVERSITY PRESIDENT") AND SHALL THEREAFTER BE APPROVED BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES ("UFBOT") PRIOR TO TAKING OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO THE ORGANIZATIONS GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WILL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT HE OR SHE HAS A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY, D) UNDERSTANDS THAT THE CORPORATIONS IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN IT FEDERAL TAX EXEMPTION IT MUST ENGAGE IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSE(S). FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RELIES OF THE UNIVERSITY OF FLORIDA (UF), A RELATED PARTY, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND EMPLOYEES. THE PROCESS INCLUDES A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 EDUCATION FL 115 N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 UNIVERSITY OF FLORIDA M 50710 ACTUAL COSTS UNIVERSITY OF FLORIDA O 201050 ACTUAL COSTS UNIVERSITY OF FLORIDA P 201050 ACTUAL COSTS