2019-01-17T12:11:46-06:00 2017-12-31 593134928 MOORE ELLISON & MCDUFFIE CPA'S PA 2627 MITCHAM DRIVE TALLAHASSEE FL 32308 990 2017-01-01 591834416 FLORIDA TRUST FOR HISTORIC PRESERVATION INC FLOR 8502248128 906 EAST PARK AVENUE TALLAHASSEE FL 32301 MELISSA WYLLIE EXECUTIVE DIRECTOR 8502248128 2019-01-11 1 CHARLETTE L MOORE P00166447 8508773149 173.12.159.217 2019-01-11 15:39:52 ES P 0AA6A7DB4A10A0A2BD942E759DD7496B63AC2F93 0AA6A7DB4A10A0A2BD942E759DD7496B63AC2F93 2017 2019-02-21 02:37:17Z FRIEDERIKE MITTNER PO BOX 11206 TALLAHASSEE FL 32302 388719 0 X WWW.FLORIDATRUST.ORG X 1978 FL TO PROMOTE THE PRESERVATION OF THE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA THROUGH ADVOCACY, EDUCATION AND HISTORIC PROPERTY STEWARDSHIP 26 26 3 90 0 0 135995 137735 230561 202221 144866 48763 0 0 511422 388719 0 0 4733 4268 188429 174043 0 0 1162 126985 152013 320147 330324 191275 58395 3822320 3953653 321109 312559 3501211 3641094 TO PROMOTE THE PRESERVATION OF THE ARCHITECTURAL, HISTORICAL AND ARCHAEOLOGICAL HERITAGE OF FLORIDA THROUGH ADVOCACY, EDUCATION AND HISTORIC PROPERTY STEWARDSHIP 0 0 69940 68701 ANNUAL MEETING OF STATE-WIDE PRESERVATIONISTS TO EDUCATE AND FAMILIARIZE THEM WITH FLORIDA'S LEGISLATIVE PROCESS. ATTENDANCE OF APPROXIMATELY 128 PEOPLE 172164 133520 TOURS, WORKSHOPS, MEMBERSHIP SERVICES AND OTHER SERVICES RELATED TO THE EXEMPT PURPOSE OF THE TRUST INCLUDING PRESERVATION, MAINTENANCE, AND OPERATING THE BONNET HOUSE, A RECOGNIZED HISTORICAL SITE. 242104 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 1 0 0 0 1 0 0 0 1 4 0 3 1 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 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 CLAY HENDERSON IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 RYAN MALLOY VICE-PRESIDENT 3.00 X X 0 0 0 JENNY WOLFE SECRETARY 3.00 X X 0 0 0 MARK TARMEY TREASURER 3.00 X X 0 0 0 BECKY ROPER MATKOV BOARD MEMBER, AT-LARGE 1.00 X 0 0 0 BERT BENDER BOARD MEMBER 1.00 X 0 0 0 MIKE COSDEN BOARD MEMBER 1.00 X 0 0 0 CHRISTINE DALTON BOARD MEMBER 1.00 X 0 0 0 ENNIS DAVIS BOARD MEMBER 1.00 X 0 0 0 RICK GONZALEZ BOARD MEMBER 1.00 X 0 0 0 MORRIS MARTY HYLTON III BOARD MEMBER 1.00 X 0 0 0 LYNN LEWIS BOARD MEMBER 1.00 X 0 0 0 ROBIN LUNSFORD BOARD MEMBER 1.00 X 0 0 0 ARVA MOORE PARKS 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 JODI RUBIN BOARD MEMBER 1.00 X 0 0 0 AMANDA SKIER BOARD MEMBER 1.00 X 0 0 0 JOHN STAFFORD BOARD MEMBER 1.00 X 0 0 0 LYNN WILSON 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 TIMOTHY PARSONS BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 WILLIAM BILL O'LEARY BOARD MEMBER, EX-OFFICIO 0.00 X 0 0 0 PATRICK SHAVLOSKE BOARD MEMBER, EX-OFFICIO 0.00 X 0 0 0 MELISSA WYLLIE EXECUTIVE DIRECTOR 40.00 X 70000 0 7983 ANN FARRAN IMMEDIATE PAST EXECUTIVE DIRECTOR 40.00 X 30832 0 6286 100832 0 14269 0 0 0 0 0 68960 68775 137735 BONNET HOUSE TOUR & EV 611710 125017 125017 ANNUAL MEETING 611710 68701 68701 OTHER PROGRAM SERVICE 611710 8503 8503 202221 48763 48763 388719 202221 0 48763 4268 4268 70000 42000 28000 74477 65748 8729 8044 6050 1994 8844 7030 1814 12678 9228 3450 6459 6459 6205 6205 2360 2360 4648 3486 1162 3246 1256 1990 1941 1359 582 13925 9130 4795 7077 4778 2299 8540 1665 6875 605 484 121 11362 5182 6180 ANNUAL MEETING EXPENSES 69940 69940 PRINTING & POSTAGE 5278 3695 1583 BOARD EXPENSES 2888 578 2310 SUPPLIES 2732 1912 820 4807 1955 2852 330324 242104 87058 1162 36342 2328 308497 354534 2500 0 2669 1074 2129913 34397 2095555 2095516 1370254 1494263 6503 5938 3822320 3953653 2775 2250 1250 9950 317084 275429 24930 321109 312559 X 1262427 1278301 2238784 2362793 3501211 3641094 3822320 3953653 X 58395 143151 -61663 X 0 0 0 X 92274 89216 88862 135995 137735 544082 254954 262020 269445 330561 202221 1319201 347228 351236 358307 466556 339956 1863283 0 0 0 1863283 33641 45561 62042 44866 48763 234873 33641 45561 62042 44866 48763 234873 380869 396797 420349 511422 388719 2098156 0.88810 0.88920 0.11190 0.11080 X 0 0 0 0 0 0 1 0 0 0 0 0 PART II-B, LINE 1: STAFF AND BOARD MEMBERS HAD APPROXIMATELY 63 DIRECT CONTACTS WITH LEGISLATORS, THEIR STAFF, GOVERNMENTS OFFICIALS, OR LEGISLATIVE BODIES DURING 2017. X 10 0.00 10 0 1 1 265.00 421 1 0 0 X X X 0 1370254 191877 67868 1494263 1373660 75694 79100 1370254 1457709 -6576 77473 1373660 1474096 71779 88166 1457709 1359891 192144 77939 1474096 0 0 2095482 2095482 26848 26814 34 7583 7583 0 2095516 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 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. X 1 0 0 0 0 PART I, LINE 33: CONSERVATIONS EASEMENTS HELD/RECEIVED ARE NOT RECORDED ON THE BOOKS OF FLORIDA TRUST FOR HISTORIC PRESERVATION. THUS, NO REVENUE HAS BEEN REPORTED. 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: DISTRIBUTIONS TO BONNET HOUSE -61,663. FORM 990: HURRICANE MICHAEL EXTENSION THE 2017 TAX RETURN IS BEING FILED AFTER THE EXTENSION DUE DATE, PURSUANT TO IR-2018-199, SINCE THE TAXPAYER WAS AFFECTED BY HURRICANE MICHAEL. THE TAXPAYER HAD AN ADDRESS IN AND/OR HAD THE RECORDS NECESSARY TO MEET THE DEADLINE OCCURING DURING THE POSTPONEMENT PERIOD LOCATED IN THE AFFECTED AREA. THE FEMA DISASTER NUMBER FOR THE TAX PREPARER COUNTY IS DR-4399. 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 61662 SEPARATELY ACCOUNTED FOR BONNET HOUSE INC S 144379 SEPARATELY ACCOUNTED FOR