2021-11-10T12:45:51-06:00 2020-12-31 593134928 MOORE ELLISON & MCDUFFIE CPA'S PA 2627 MITCHAM DRIVE TALLAHASSEE FL 32308 990 2020-01-01 591834416 FLORIDA TRUST FOR HISTORIC PRESERVATION INC FLOR 8502248128 906 EAST PARK AVENUE TALLAHASSEE FL 32301 MELISSA WYLLIE CEO & PRESIDENT 8502248128 2021-11-08 1 MELISSA WYLLIE 999009999 CHARLETTE L MOORE P00166447 8508773149 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FRIEDERIKE MITTNER 906 E PARK AVENUE TALLAHASSEE FL 32301 1055769 0 X WWW.FLORIDATRUST.ORG X 1978 FL TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA THROUGH ADVOCACY, EDUCATION AND HISTORIC PROPERTY STEWARDSHIP. X 19 19 2 162 0 0 179660 130750 159199 27004 55175 29485 0 0 394034 187239 0 0 3332 1815 139907 150842 0 0 0 267161 227899 410400 380556 -16366 -193317 3910362 2191791 231622 225447 3678740 1966344 X TO PROMOTE THE PRESERVATION AND THE INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. 0 1 120681 PROPERTY STEWARDSHIP THROUGHOUT THE STATE OF FLORIDA SUPPORTING THE PRESERVATION AND MAINTENANCE OF HISTORICAL SITES FROM DEMOLITION OR ALTERATION WHICH WOULD DAMAGE THEIR HISTORIC AND ARCHITECTURAL INTEGRITY. 54987 11795 CONNECTING COMMUNITIES ACTIVITIES INCLUDING WORKING WITH INDIVIDUALS AND NOT-FOR-PROFIT AND GOVERNMENTAL ORGANIZATIONS TO IDENTIFY, PROTECT, AND SHOWCASE FLORIDA'S VAST AND DIVERSE HERITAGE THROUGH WORKSHOPS AND OTHER SERVICES RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION. 40332 12983 PRESERVATION EDUCATION INCLUDING TOURS AND EVENTS AT HISTORIC PROPERTIES AND THE PRESERVATION ON MAIN STREET ANNUAL CONFERENCE OF STATE-WIDE PRESERVATIONISTS THAT PROVIDES A CONTINUUM OF PRESERVATION EDUCATION OVER MULTIPLE DAYS FOR ALL STAKEHOLDERS IN SUPPORT OF OUR MISSION. THIS YEAR WAS A VIRTUAL CONFERENCE WITH APPROXIMATELY 241 ATTENDEES. 39635 2226 TOURS, EVENTS AND OTHER SERVICES RELATED TO THE EXEMPT PURPOSE OF THE ORGANIZATION INCLUDING PRESERVATION, MAINTENANCE AND OPERATING THE BONNET HOUSE, A RECOGNIZED HISTORICAL SITE. 39635 2226 255635 1 1 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 9 0 2 1 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X MELISSA WYLLIE 8502248128 906 EAST PARK AVENUE TALLAHASSEE FL 32301 FRIEDERIKE MITTNER PRESIDENT 10.00 X X 0 0 0 JENNY WOLFE VICE-PRESIDENT 3.00 X X 0 0 0 JODI RUBIN SECRETARY 3.00 X X 0 0 0 JOHN STAFFORD TREASURER 3.00 X X 0 0 0 MARK TARMEY BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 MIKE COSDEN BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 CHRISTINE DALTON BOARD MEMBER 1.00 X 0 0 0 ENNIS DAVIS BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 ANDRA ARMSTRONG BOARD MEMBER 1.00 X 0 0 0 ROSS PRISTERA BOARD MEMBER 1.00 X 0 0 0 CARTER QUINA BOARD MEMBER 1.00 X 0 0 0 AMANDA SKIER BOARD MEMBER 1.00 X 0 0 0 MICHAEL CHADWICK BOARD MEMBER 1.00 X 0 0 0 LINDA STEVENSON BOARD MEMBER 1.00 X 0 0 0 MARK ZUBALY BOARD MEMBER 1.00 X 0 0 0 AIMEE ANGEL BOARD MEMBER 1.00 X 0 0 0 LAURA DEVEKOT BOARD MEMBER 1.00 X 0 0 0 DAVID SALAY BOARD MEMBER 1.00 X 0 0 0 JJ SCOTT BOARD MEMBER 1.00 X 0 0 0 MELISSA WYLLIE CEO & PRESIDENT 40.00 X 82000 0 6977 82000 0 6977 0 0 0 0 0 46290 57731 26729 130750 ANNUAL MEETING 611710 12983 12983 OTHER PROGRAM SERVICE 611710 11795 11795 BONNET HOUSE TOUR & EV 611710 2226 2226 27004 11508 11508 886507 868530 17977 17977 17977 187239 27004 0 29485 1815 1815 82000 45100 36900 47682 33377 14305 4895 3032 1863 6260 3443 2817 10005 6100 3905 39635 39635 28695 28695 3006 3006 6364 6364 5912 5665 247 5601 5601 607 607 16022 11018 5004 5273 5273 10164 9086 1078 795 795 13263 10992 2271 PRESERVATION EXPENSES 69042 69042 ANNUAL MEETING EXPENSES 8895 8895 SUPPLIES 4539 2786 1753 PRINTING & POSTAGE 4524 3414 1110 5562 1628 3934 380556 255635 124921 0 16281 753694 260463 124847 20100 750 1779 2431 1261383 34431 2095482 1226952 1510827 5430 4636 0 78481 3910362 2191791 2500 230000 222945 1622 2 231622 225447 X 1299383 1966344 2379357 0 3678740 1966344 3910362 2191791 X -193317 -70521 -1448558 X 0 0 0 X 135995 137735 168568 179660 130750 752708 330561 202221 247040 159199 27004 966025 466556 339956 415608 338859 157754 1718733 0 0 0 1718733 44866 48763 58895 55175 11508 219207 44866 48763 58895 55175 11508 219207 511422 388719 474503 394034 169262 1937940 0.88690 0.87680 0.11310 0.12320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: STAFF AND BOARD MEMBERS HAD APPROXIMATELY 75 DIRECT CONTACTS WITH LEGISLATORS, THEIR STAFF, GOVERNMENTS OFFICIALS, OR LEGISLATIVE BODIES DURING 2020. X 12 12 1 1 297.00 X X X 0 1510827 -59262 20760 1351420 237087 77680 1510827 1494263 -70421 72422 1351420 1370254 191877 67868 1494263 1373660 75694 79100 1370254 0.00000 0.00000 0.00000 0 0 1226952 1226952 26848 26848 0 7583 7583 0 1226952 PART II, LINE 5: EACH EASEMENT IS ASSIGNED TO A BOARD MEMBER AND THEY ARE CHARGED WITH MONITORING THE EASEMENT USUALLY THROUGH AN ANNUAL VISUAL INSPECTION. MINIMAL EXPENSES ARE INCURRED IN MONITORING THESE EASEMENTS. PART II, LINE 9: CONSERVATION EASEMENTS HELD/RECEIVED ARE NOT REPORTED IN REVENUES OR EXPENSES. CONTRIBUTIONS RECEIVED TO ASSIST IN MAINTAINING EASEMENTS AS WELL AS EXPENDITURES (IF ANY) ARE INCLUDED IN PROGRAM SERVICE REVENUE AND EXPENSES. PART III, LINE 1A: FLORIDA TRUST FOR HISTORIC PRESERVATION DOES NOT HAVE AUDITED OR REVIEWED FINANCIAL STATEMENTS, BUT HAS A COMPILATION OF THEIR FINANCIAL STATEMENTS PERFORMED ANNUALLY ON THE TAX BASIS OF ACCOUNTING. MANAGEMENT ELECTS TO OMIT NOTE DISCLOSURES TO THE FINANCIAL STATEMENTS. THE ONLY WORKS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS HELD ARE THE CONSERVATION EASEMENTS NOTED IN SCHEDULE D, PART II. PART III, LINE 4: THE ORGANIZATION HOLDS A RESTORED COLLECTION OF HISTORIC PROPERTIES IN THE STATE OF FLORIDA, AVAILABLE FOR PUBLIC VIEWING AND AS AN EDUCATION SOURCE. THESE HOLDINGS HELP TO PROMOTE THE PRESERVATION OF THE ARCHITECTURAL, HISTORICAL, AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. PART V, LINE 4: THE ENDOWMENT FUND WAS HELD AS AN INVESTMENT TO ASSIST IN THE PRESERVATION AND INCLUSIVE SHARING OF THE DIVERSE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA. THIS INVESTMENT WAS DIRECTLY ASSOCIATED WITH THE BONNET HOUSE, A HOUSE AND MUSEUM DEDICATED TO HISTORIC AND ENVIRONMENTAL PRESERVATION, WHICH WAS UNDER THE CARE OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION. IN 2020, THERE WAS A RESTRUCTURING OF THE ORGANIZATION IN WHICH THE BONNET HOUSE WAS SEPARATED FROM THE ACTIVITIES OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION TO CONTINUE OPERATIONS ON ITS OWN. THE REQUIREMENTS OF THE ENDOWMENT MANDATED THE INVESTMENT REMAIN WITH THE BONNET HOUSE. PART II, LINE 2B CONSERVATION EASEMENTS HELD ARE ALL ON CERTIFIED HISTORIC STRUCTURES. AS A RESULT, NO ACREAGE HAS BEEN INCLUDED IN ACCORDANCE WITH SCHEDULE D INSTRUCTIONS. BONNET HOUSE IMPROVEMENTS 2020-06-01 886507 MUTUALLY AGREED UPON VALUE OF THE ASSET BASED ON THE HISTORICAL BOOK VALUE OF INVESTED MONEY TO MAINTAIN AND IMPROVE THE PROPERTY. 650161955 BONNET HOUSE INC 900 NORTH BIRCH ROAD FORT LAUDERDALE FL 33304 501C(3) BONNET HOUSE ENDOWMENT 2020-06-01 1430805 MARKET VALUE OF THE INVESTMENTS HELD BY THE ENDOWMENT. 650161955 BONNET HOUSE INC 900 NORTH BIRCH ROAD FORT LAUDERDALE FL 33304 501C(3) 0 0 0 0 FORM 990, PART III, LINE 3 THE BONNET HOUSE IS A HOUSE AND MUSEUM DEDICATED TO HISTORIC AND ENVIRONMENTAL PRESERVATION THAT WAS UNDER THE CARE AND MANAGEMENT OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION. IN 2020, THERE WAS A RESTRUCTURING OF THE ORGANIZATION IN WHICH THE BONNET HOUSE WAS SEPARATED FROM THE ACTIVITIES OF THE FLORIDA TRUST FOR HISTORIC PRESERVATION TO CONTINUE OPERATIONS ON ITS OWN. THIS REQUIRED RELINQUISHMENT OF THE ENDOWMENT THAT WAS ATTACHED TO THE BONNET HOUSE AND THE IMPROVEMENTS TO THE PROPERTY THAT THE FLORIDA TRUST FOR HISTORIC PRESERVATION HAD MANAGED IN ITS EFFORTS OF PRESERVING THE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERTITAGE OF FLORIDA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS NOMINATE AND ELECT THE BOARD MEMBERS FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE ON BOARD MEMBER ELECTIONS AND ON AN ANNUAL DIRECTION FOR THE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, TREASURER, AND STAFF HAVE REVIEWED THE 990 WITH THE PREPARER FOR ACCURACY AND COMPLETENESS. THE FORM WAS MAILED IN AN AGENDA PACKAGE TO THE FULL BOARD OF TRUSTEES BEFORE THE FORM WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND ACCEPT THE CONFLICT OF INTEREST POLICY ANNUALLY FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE SALARY FOR THE EXECUTIVE DIRECTOR AFTER REVIEWING COMPENSATION PAID FOR COMPARABLE POSITIONS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: ROUNDING 1. DISTRIBUTIONS TO BONNET HOUSE -17,754. TRANSFER OF BONNET HOUSE ENDOWMENT -1,430,805. BONNET HOUSE INC 900 N BIRCH ROAD FORT LAUDERDALE FL 33304 650161955 MANAGEMENT AND PRESERVATION OF BONNET HOUSE, FL TRUST'S HISTORIC PROPERTY. FL 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 BONNET HOUSE INC R 17754 SEPARATELY ACCOUNTED FOR BONNET HOUSE INC S 2226 SEPARATELY ACCOUNTED FOR