2024-01-29T08:03:04-06:00 2022-12-31 320025877 ABARE KRESGE & ASSOCIATES CPAS 1200 PLANTATION ISLAND DRIVE ST AUGUSTINE FL 32080 990PF 2022-01-01 596152316 ST AUGUSTINE FOUNDATION INC STAU 9048298481 PO BOX 1027 ST AUGUSTINE FL 320851027 WILLIAM PROCTOR PRESIDENT 9048296481 2023-11-29 1 WILLIAM PROCTOR 999009999 1 WILLIAM T ABARE III CPA P00120073 9044600747 2023-11-29 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5083240 X X 11 11 93461 93461 1624 1624 1624 326055 326055 0 421151 421151 0 54209 5449 0 48760 51348 0 0 51348 12423 641 0 11782 12715 3339 0 9376 79764 32007 0 47757 88940 54080 0 7079 15605 0 0 6492 649 0 5843 106034 7418 0 98616 427530 103583 0 280561 10300 10300 437830 103583 0 290861 -16679 317568 0 33802 31271 31271 1113070 1045810 1045810 37938 24582 24582 3376211 2740486 2740486 966973 823979 823979 1028840 616732 427713 412108 412108 1531 5004 5004 5957238 5083240 5083240 26888 27391 15000 20000 56935 54714 98823 102105 X 5858415 4981135 5858415 4981135 5957238 5083240 5858415 -16679 0 5841736 860601 4981135 CAPITAL GAINS DIVIDENDS P 1624 1624 1624 1624 0 4414 0 4414 0 4414 5000 0 0 0 5000 76 510 510 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 9048296481 74 KING STREET ST AUGUSTINE FL 32084 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR WILLIAM PROCTOR 74 KING STREET ST AUGUSTINE FL 32084 CHAIRMAN, DIRECTOR 1.00 0 0 0 MARK BAILEY 74 KING STREET ST AUGUSTINE FL 32084 DIRECTOR 1.00 0 0 0 KRAMER UPCHURCH 74 KING STREET ST AUGUSTINE FL 32084 DIRECTOR 1.00 0 0 0 DR WILLIAM ABARE 74 KING STREET ST AUGUSTINE FL 32084 PRESIDENT, DIRECTOR 1.00 0 0 0 DARRELL POLI 74 KING STREET ST AUGUSTINE FL 32084 DIRECTOR 1.00 0 0 0 JOY MACMILLAN 74 KING STREET ST AUGUSTINE FL 32084 SECRETARY 1.00 0 0 0 JOY MACMILLAN 74 KING STREET ST AUGUSTINE FL 32084 EXECUTIVE DIRECTOR 40.00 54209 15908 0 0 NONE 0 THE FOUNDATION MAINTAINS AN EXTENSIVE HISTORICAL RESEARCH LIBRARY FEATURING BOOKS, MICROFILMS, TRANSLATION WORKS, ARTICLES, AND OTHER PUBLICATIONS RELATED TO THE HISTORY OF ST. AUGUSTINE, FLORIDA, AS WELL AS THE U.S. AND SPAIN. THESE RESOURCES ARE PROVIDED FREE OF CHARGE TO MEMBERS OF THE PUBLIC WHO MAY UTILIZE THE RESOURCES FOR HISTORICAL RESEARCH PROJECTS, PUBLICATIONS, LECTURES, OR OTHER PURPOSES. 68717 THE FOUNDATION MAINTAINS AND PRESERVES NINE HISTORICAL PROPERTIES IN ST. AUGUSTINE, FLORIDA. THE FOUNDATION (THROUGH THE USE OF VENDORS, AS NEEDED) MANAGES THE UPKEEP OF THE PROPERTIES TO ENSURE THAT THE ARCHITECTURE IS HISTORICALLY ACCURATE AND TO PRESERVE THE CONDITION OF THE PROPERTIES SUCH THAT THE PROPERTIES CAN BE ENJOYED AND APPRECIATED BY THE GENERAL PUBLIC FOR YEARS TO COME. 188004 0 3747607 992209 24582 4764398 0 0 4764398 71466 4692932 234647 234647 4414 4414 230233 0 230233 0 230233 290861 0 290861 230233 0 0 79069 45565 1383 12094 150396 288507 290861 0 0 0 230233 60628 0 0 349135 0 0 0 0 0 0 79069 270066 45565 1383 12094 150396 60628 THE BOARD OF DIRECTORS 74 KING STREET ST AUGUSTINE FL 32084 9048298481 STAUGUSTINEFOUND@BELLSOUTH.NET THE FOUNDATION DOES NOT HAVE A UNIVERSAL APPLICATION FOR GRANT AWARDS. THE FOUNDATION HAS A DETAILED DOCUMENT INSTRUCTING THE POTENTIAL GRANTEE REGARDING THE INFORMATION REQUIRED TO BE INCLUDED IN THE PROPOSAL, INCLUDING: APPLICANT'S NAME, INSTITUTIONAL AFFILIATION, AND OTHER INDENTIFYING INFORMATION; DESCRIPTION OF THE PROJECT, METHODOLOGY, AND EXPECTED RESEARCH OUTCOMES (INCLUDING CONNECTION BETWEEN THE RESEARCH AND THE FOUNDATION); A PROJECTED BUDGET AND THE AMOUNT REQUESTED; EXPECTED TIMETABLE OF THE PROJECT; PROFESSIONAL VITAS AND REFERENCES; PERMITS TO CONDUCT THE RESEARCH; AND OTHER INFORMATION, INCLUDING INFORMATION REGARDING THE APPLICANT'S PUBLIC CHARITY STATUS. NONE. GRANTS ARE AWARDED TO PUBLIC CHARITIES TO SUPPORT INDIVIDUALS SELECTED BY THE PUBLIC INSTITUTION TO CONDUCT SERIOUS OR ADVANCED RESEARCH. WHILE GRANTS ARE AVAILABLE TO ALL QUALIFIED APPLICANTS, IN GENERAL, THOSE WHO HAVE COMPLETED THE UNDERGRADUATE LEVEL OF THE EDUCATION WILL BE GIVEN PREFERENCE. AS A RULE, GRANTS ARE NOT AWARDED FOR RESEARCH CONDUCTED BY INDIVIDUALS WHOSE ACADEMIC CREDENTIALS ARE BELOW THE PH.D. LEVEL. HISTORIC ST AUGUSTINE RESEARCH INSTITUTE INC P O BOX 1027 ST AUGUSTINE FL 32085 PC GRANT FOR THE STUDY AND PROMOTION OF THE HISTORY AND RESOTRATION OF ST AUGUSTINE. 5000 FLAGLER COLLEGE INC 74 KING STREET ST AUGUSTINE FL 32084 PC GRANT FOR THE STUDY AND PROMOTION OF THE HISTORY AND RESOTRATION OF ST AUGUSTINE. 5000 OTHER GRANT 74 KING STREET ST AUGUSTINE FL 32084 PC GRANT FOR THE STUDY AND PROMOTION OF THE HISTORY AND RESOTRATION OF ST AUGUSTINE. 300 10300 0 14 11 14 93461 18 326055 14 1624 0 421151 0 421151 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 12715 3339 0 9376 LAND 1978-01-01 229102 L 0.000000000000 0 0 0 CHEVEY TRUCK 2005-06-20 14041 14041 SL 5.000000000000 0 0 0 RENTAL F&E 1985-12-31 9776 9776 SL 5.000000000000 0 0 0 RENTAL F&E 1985-12-31 2024 2024 SL 5.000000000000 0 0 0 A/C UNIT 2008-07-01 550 550 SL 10.000000000000 0 0 0 NEW ROOF 2009-06-16 37500 23516 SL 20.000000000000 1875 1875 0 A/C UNIT 2009-10-01 3298 3298 SL 10.000000000000 0 0 0 MITRE SAW 2010-11-29 529 529 SL 5.000000000000 0 0 0 A/C UNIT 2020-04-14 3389 678 SL 10.000000000000 339 339 0 RESEARCH FEE 1985-12-31 525 525 SL 10.000000000000 0 0 0 HR F&E 1986-12-31 495 495 SL 3.000000000000 0 0 0 HR F&E 1987-01-31 770 770 SL 10.000000000000 0 0 0 HR F&E 1988-05-31 320 320 SL 10.000000000000 0 0 0 RESEARCH FEE 1988-09-30 392 392 SL 10.000000000000 0 0 0 HR F&E 1989-11-30 382 382 SL 10.000000000000 0 0 0 HR F&E 1990-10-31 335 335 SL 10.000000000000 0 0 0 HR F&E 1995-05-01 499 499 SL 5.000000000000 0 0 0 HR F&E 1997-03-12 360 360 SL 10.000000000000 0 0 0 HR F&E 1997-04-23 174 174 SL 5.000000000000 0 0 0 HR F&E 1997-09-12 265 265 SL 5.000000000000 0 0 0 HR F&E 1997-10-10 754 754 SL 10.000000000000 0 0 0 COMPUTER 1998-06-19 2194 2194 SL 5.000000000000 0 0 0 MICROFILM RESEARCHER 1998-09-01 2241 2241 SL 5.000000000000 0 0 0 XEROX COPIER/PRINTER 1999-09-22 700 700 SL 5.000000000000 0 0 0 FAX/COPIER MACHINE 2003-07-03 700 700 SL 7.000000000000 0 0 0 2 COMPUTERS 2005-02-28 1882 1882 SL 3.000000000000 0 0 0 CONFERENCE TABLE 2005-06-02 648 648 SL 7.000000000000 0 0 0 HP 4-IN-1 2006-02-09 430 430 SL 7.000000000000 0 0 0 1 HP JET PUMP 2006-09-19 525 525 SL 7.000000000000 0 0 0 SMALL REFRIGERATOR 2008-01-24 390 390 SL 7.000000000000 0 0 0 PRINTER 2009-01-07 400 400 SL 5.000000000000 0 0 0 PRINTER 2009-02-02 400 400 SL 5.000000000000 0 0 0 MICROFILM CABINET 2009-07-14 1087 1087 SL 7.000000000000 0 0 0 DELL COMPUTER 2011-03-29 1904 1904 SL 5.000000000000 0 0 0 DELL COMPUTER 2013-01-04 830 830 SL 5.000000000000 0 0 0 BOOKS 1997-12-31 25000 L 0.000000000000 0 0 0 PAN AM BUILDING 1964-12-31 27066 27066 SL 50.000000000000 0 0 0 SANTOYA HOUSE 1965-12-31 4530 4530 SL 50.000000000000 0 0 0 ORTEGA HOUSE 1968-12-31 33542 33542 SL 50.000000000000 0 0 0 ACOSTA HOUSE 1976-12-31 61596 56670 SL 50.000000000000 1232 1232 0 OLIVEROS HOUSE 1978-03-31 35000 30675 SL 50.000000000000 700 700 0 BENET STORE BLDG 1983-02-28 53000 41160 SL 50.000000000000 1060 1060 0 VILLADONAGA HOUSE 1984-12-31 57298 43547 SL 50.000000000000 1146 1146 0 VILLADONAGA IMPROVEMENTS 1989-06-30 650 650 SL 20.000000000000 0 0 0 BENET BLDG IMPROVEMENTS 1989-12-31 12276 12276 SL 20.000000000000 0 0 0 OLIVEROS HOUSE ROOF 1996-07-26 8400 8400 SL 20.000000000000 0 0 0 ORTEGA HOUSE ROOF 1996-09-11 12117 12117 SL 20.000000000000 0 0 0 WORKSHOP ROOF 1997-10-08 3604 3604 SL 20.000000000000 0 0 0 SANTOYA HOUSE ROOF 1997-10-14 1895 1895 SL 20.000000000000 0 0 0 VILLADONAGA - 2 A/C UNITS 1997-11-10 1570 1570 SL 10.000000000000 0 0 0 NEW ROOF 1997-11-16 11247 11247 SL 20.000000000000 0 0 0 GUTTERS ORTEGA 1998-01-21 400 400 SL 20.000000000000 0 0 0 FUSE BOX SEA GEMS 1998-03-27 470 470 SL 20.000000000000 0 0 0 CARPETING 1998-07-29 1097 1097 SL 10.000000000000 0 0 0 ROOF ACOSTA HOUSE 1998-11-04 11895 11895 SL 20.000000000000 0 0 0 WATER HEATER - ACOSTA 1999-04-07 191 191 SL 10.000000000000 0 0 0 PAM AM BLDG ROOF 1999-05-18 30504 30504 SL 20.000000000000 0 0 0 HEAT PUMP - 59 ST. GEORGE ST. 2000-02-29 5085 5085 SL 10.000000000000 0 0 0 ELECTRICAL UPGRADE - 59 ST. GEORGE ST. 2000-03-06 3244 3244 SL 20.000000000000 0 0 0 SECURITY CAMERA - 59 ST. GEORGE ST. 2001-02-16 2790 2790 SL 10.000000000000 0 0 0 RENOVATIONS - HISPANIC GARDEN 2001-10-01 69658 69658 SL 20.000000000000 0 0 0 A/C UNIT WINDOW 2002-06-17 1248 1248 SL 7.000000000000 0 0 0 A/C AIR COMPRESSOR 2002-08-23 1950 1950 SL 7.000000000000 0 0 0 9 CUSTOM WINDOWS - BENET STORE 2005-08-01 15014 12324 SL 20.000000000000 751 751 0 ELECTRICAL UPGRADE - 97 ST. GEORGE 2005-12-02 3098 2491 SL 20.000000000000 155 155 0 ELECTRICAL UPGRADE - 76 ST. GEORGE 2005-12-02 4500 3619 SL 20.000000000000 225 225 0 AIR CONDITIONER 2005-08-24 500 500 SL 7.000000000000 0 0 0 PARKING LOT IMPROVEMENTS 2005-10-31 2065 2065 SL 15.000000000000 0 0 0 AIR CONDITIONER 2006-03-06 530 420 SL 20.000000000000 27 27 0 RENOVATION WORK - 97 ST. GEORGE ST. 2006-04-17 12007 9456 SL 20.000000000000 600 600 0 3 IRON SECURITY GATES 2007-01-10 400 299 SL 20.000000000000 20 20 0 FENCE 2007-03-20 4630 3424 SL 20.000000000000 232 232 0 2 SECURITY GATES 2007-04-24 2000 1471 SL 20.000000000000 100 100 0 BALCONY IMPROVEMENTS 2007-02-19 5315 4179 SL 20.000000000000 266 266 0 REPLACE WIRING 2008-04-30 1357 930 SL 20.000000000000 68 68 0 A/C UNIT - 97 ST. GEORGE 2008-06-25 4620 4620 SL 7.000000000000 0 0 0 A/C UNIT - 76 ST. GEORGE 2008-08-26 4225 4225 SL 7.000000000000 0 0 0 A/C UNIT - 72 ST. GEORGE 2008-12-08 3698 3698 SL 7.000000000000 0 0 0 A/C UNIT - 91 ST. GEORGE 2008-12-08 3698 3698 SL 7.000000000000 0 0 0 A/C UNIT - 97 ST. GEORGE 2010-05-11 3960 3960 SL 10.000000000000 0 0 0 A/C UNIT - 62 ST. GEORGE 2010-07-06 3940 3940 SL 10.000000000000 0 0 0 DOOR 2011-06-08 800 800 SL 10.000000000000 0 0 0 ELECTRICAL WORK 2011-04-18 2335 1250 SL 20.000000000000 117 117 0 ELECTRICAL WORK 2011-12-21 2200 1105 SL 20.000000000000 110 110 0 INSTALLATION OF IRRIGATION SYSTEM 2011-12-31 1050 1050 SL 7.000000000000 0 0 0 A/C UNIT - 76 ST. GEORGE 2011-08-11 1960 1960 SL 7.000000000000 0 0 0 WINDOWS - 97 ST. GEORGE 2012-08-30 6531 3061 SL 20.000000000000 327 327 0 FLOOR REPLACEMENT - SEA GEMS 2013-01-29 6780 2924 SL 20.000000000000 339 339 0 ELECTRICAL WIRING - SEA GEMS 2013-01-29 3513 1515 SL 20.000000000000 176 176 0 ROOF REPLACEMENT - LEGACY 2013-05-20 14000 3938 SL 20.000000000000 700 700 0 COURTYARD GATE - 70 ST. GEORGE 2013-03-21 1550 552 SL 20.000000000000 78 78 0 PAVEMENT FOR TENANT PARKING 2013-06-28 8250 2011 SL 20.000000000000 413 413 0 METER AND WIRING REPLACEMENT - ST. GEO/PIRATE 2013-11-21 3450 194 SL 20.000000000000 173 173 0 ROOF - 76 ST. GEORGE 2014-02-05 17900 3672 SL 39.000000000000 459 459 0 ROOF - 70 ST. GEORGE 2014-09-23 19000 3897 SL 39.000000000000 487 487 0 LANDSCAPE LIGHTING - GARDEN 2015-09-09 3310 3310 SL 7.000000000000 0 0 0 ROOF REPAIR - 72 ST. GEORGE 2016-03-15 18500 5550 SL 20.000000000000 925 925 0 REPLACE/RESURFACE ROOD - 91 ST. GEORGE/SEA GEMS 2016-10-24 2250 675 SL 20.000000000000 113 113 0 ROOF - 97 ST. GEORGE STREET 2018-02-22 37700 6597 SL 20.000000000000 1885 1885 0 NEW A/C UNIT - 18 LEGACY 2018-11-13 5070 252 SL 10.000000000000 507 507 0 METROPOLITAN WEST TOTAL RETURN BOND FUND 823979 823979 VANGUARD TOTAL STOCK MARKET INDEX FUND 2164504 2164504 AMERICAN FUNDS EUROPACIFIC GROWTH FUND 211676 211676 BLACKROCK MULTI-ASSET INCOME FUND 364306 364306 LAND 229102 0 229102 CHEVEY TRUCK 14041 14041 0 RENTAL F&E 9776 9776 0 RENTAL F&E 2024 2024 0 A/C UNIT 550 550 0 NEW ROOF 37500 25391 12109 A/C UNIT 3298 3298 0 MITRE SAW 529 529 0 A/C UNIT 3389 1017 2372 RESEARCH FEE 525 525 0 HR F&E 495 495 0 HR F&E 770 770 0 HR F&E 320 320 0 RESEARCH FEE 392 392 0 HR F&E 382 382 0 HR F&E 335 335 0 HR F&E 499 499 0 HR F&E 360 360 0 HR F&E 174 174 0 HR F&E 265 265 0 HR F&E 754 754 0 COMPUTER 2194 2194 0 MICROFILM RESEARCHER 2241 2241 0 XEROX COPIER/PRINTER 700 700 0 FAX/COPIER MACHINE 700 700 0 2 COMPUTERS 1882 1882 0 CONFERENCE TABLE 648 648 0 HP 4-IN-1 430 430 0 1 HP JET PUMP 525 525 0 SMALL REFRIGERATOR 390 390 0 PRINTER 400 400 0 PRINTER 400 400 0 MICROFILM CABINET 1087 1087 0 DELL COMPUTER 1904 1904 0 DELL COMPUTER 830 830 0 BOOKS 25000 0 25000 PAN AM BUILDING 27066 27066 0 SANTOYA HOUSE 4530 4530 0 ORTEGA HOUSE 33542 33542 0 ACOSTA HOUSE 61596 57902 3694 OLIVEROS HOUSE 35000 31375 3625 BENET STORE BLDG 53000 42220 10780 VILLADONAGA HOUSE 57298 44693 12605 VILLADONAGA IMPROVEMENTS 650 650 0 BENET BLDG IMPROVEMENTS 12276 12276 0 OLIVEROS HOUSE ROOF 8400 8400 0 ORTEGA HOUSE ROOF 12117 12117 0 WORKSHOP ROOF 3604 3604 0 SANTOYA HOUSE ROOF 1895 1895 0 VILLADONAGA - 2 A/C UNITS 1570 1570 0 NEW ROOF 11247 11247 0 GUTTERS ORTEGA 400 400 0 FUSE BOX SEA GEMS 470 470 0 CARPETING 1097 1097 0 ROOF ACOSTA HOUSE 11895 11895 0 WATER HEATER - ACOSTA 191 191 0 PAM AM BLDG ROOF 30504 30504 0 HEAT PUMP - 59 ST. GEORGE ST. 5085 5085 0 ELECTRICAL UPGRADE - 59 ST. GEORGE ST. 3244 3244 0 SECURITY CAMERA - 59 ST. GEORGE ST. 2790 2790 0 RENOVATIONS - HISPANIC GARDEN 69658 69658 0 A/C UNIT WINDOW 1248 1248 0 A/C AIR COMPRESSOR 1950 1950 0 9 CUSTOM WINDOWS - BENET STORE 15014 13075 1939 ELECTRICAL UPGRADE - 97 ST. GEORGE 3098 2646 452 ELECTRICAL UPGRADE - 76 ST. GEORGE 4500 3844 656 AIR CONDITIONER 500 500 0 PARKING LOT IMPROVEMENTS 2065 2065 0 AIR CONDITIONER 530 447 83 RENOVATION WORK - 97 ST. GEORGE ST. 12007 10056 1951 3 IRON SECURITY GATES 400 319 81 FENCE 4630 3656 974 2 SECURITY GATES 2000 1571 429 BALCONY IMPROVEMENTS 5315 4445 870 REPLACE WIRING 1357 998 359 A/C UNIT - 97 ST. GEORGE 4620 4620 0 A/C UNIT - 76 ST. GEORGE 4225 4225 0 A/C UNIT - 72 ST. GEORGE 3698 3698 0 A/C UNIT - 91 ST. GEORGE 3698 3698 0 A/C UNIT - 97 ST. GEORGE 3960 3960 0 A/C UNIT - 62 ST. GEORGE 3940 3940 0 DOOR 800 800 0 ELECTRICAL WORK 2335 1367 968 ELECTRICAL WORK 2200 1215 985 INSTALLATION OF IRRIGATION SYSTEM 1050 1050 0 A/C UNIT - 76 ST. GEORGE 1960 1960 0 WINDOWS - 97 ST. GEORGE 6531 3388 3143 FLOOR REPLACEMENT - SEA GEMS 6780 3263 3517 ELECTRICAL WIRING - SEA GEMS 3513 1691 1822 ROOF REPLACEMENT - LEGACY 14000 4638 9362 COURTYARD GATE - 70 ST. GEORGE 1550 630 920 PAVEMENT FOR TENANT PARKING 8250 2424 5826 METER AND WIRING REPLACEMENT - ST. GEO/PIRATE 3450 367 3083 ROOF - 76 ST. GEORGE 17900 4131 13769 ROOF - 70 ST. GEORGE 19000 4384 14616 LANDSCAPE LIGHTING - GARDEN 3310 3310 0 ROOF REPAIR - 72 ST. GEORGE 18500 6475 12025 REPLACE/RESURFACE ROOD - 91 ST. GEORGE/SEA GEMS 2250 788 1462 ROOF - 97 ST. GEORGE STREET 37700 8482 29218 NEW A/C UNIT - 18 LEGACY 5070 759 4311 ACCRUED INTEREST RECEIVABLE 1531 5004 5004 UNREALIZED GAINS AND LOSSES 860601 REPAIRS AND MAINTENANCE - HISTORIC PRESERVATION PROPERTIES 26163 0 0 26163 INSURANCE 70496 6677 0 63819 OFFICE SUPPLIES AND EXPENSE 7411 741 0 6670 OTHER EXPENSE-STORAGE 1964 0 0 1964 REAL PROPERTY RENT INCOME - HISTORIC PROPERTIES 326055 326055 0 DUE TO AFFILIATED AGENCY 35029 33632 PENSION OBLIGATION 21906 21082 PROFESSIONAL FEES 64764 17007 0 47757 ADVISORY FEES 15000 15000 0 0 PROPERTY TAXES 53695 53695 0 0 PAYROLL TAXES 7464 385 0 7079 FORM 990-PF EXCISE TAX 27781 0 0 0