2017-10-31T15:26:54-05:00 2016-12-31 582475857 NICHOLS CAULEY & ASSOCIATES LLC 1300 BELLEVUE AVENUE DUBLIN GA 310214152 990 2016-01-01 650988321 BONEFISH & TARPON UNLIMITED INC BONE 7866189479 135 SAN LORENZO AVE NO 860 CORAL GABLES FL 33146 JIM MCDUFFIE PRESIDENT 7866189479 2017-10-26 1 CAL BRANTLEY CPA P00636393 4782751163 2017-09-27 64.88.174.3 2017-10-26 10:08:21 ED P 9156C17B00961BF853C4A30BE8D162B211FF3D79 1D4DE0DA0611BC1BD119FD499BBF6D4E7206D520 2016 2021-01-29 14:40:06Z BONEFISH TARPON TRUST JIM MCDUFFIE 135 SAN LORENZO AVE SUITE 860 CORAL GABLES FL 33146 2159269 0 X WWW.BONEFISHTARPONTRUST.ORG X 1999 FL TO CONSERVE AND RESTORE BONEFISH, TARPON AND PERMIT FISHERIES AND HABITATS THROUGH RESEARCH, STEWARDSHIP, EDUCATION AND ADVOCACY 15 15 10 0 3781 0 1645142 2019197 0 0 -846 5162 5398 3781 1649694 2028140 710557 1025365 0 0 347734 453874 0 0 0 610081 515056 1668372 1994295 -18678 33845 1551015 1622998 70275 108413 1480740 1514585 TO CONSERVE AND RESTORE BONEFISH, TARPON AND PERMIT FISHERIES AND HABITATS THROUGH RESEARCH, STEWARDSHIP, EDUCATION AND ADVOCACY 0 0 1577213 1025365 PROVIDING SUPPORT TO VARIOUS PROGRAMS STUDYING THE BEHAVIOR OF BONEFISH, TARPON, AND PERMIT 1577213 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 10 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JIM MCDUFFIE 7866189479 135 SAN LORENZO AVE 860 CORAL GABLES FL 33146 HAROLD BREWER CHAIRMAN 10.00 X X 0 0 0 BILL HORN VICE CHAIRMAN 5.00 X X 0 0 0 JIM MCDUFFIE PRESIDENT 40.00 X X 147417 0 0 TOM DAVIDSON CHAIRMAN EMERITUS 0.00 X X 0 0 0 RUSS FISHER VICE CHAIRMAN EMERITUS 0.00 X X 0 0 0 MATT CONNOLLY PRESIDENT EMERITUS 0.00 X X 0 0 0 BILL STROH MANAGING DIRECTOR FL 0.00 X X 0 0 0 LUIS MENOCAL MANAGING DIRECTOR CUBA 0.00 X 0 0 0 BILL KLYN CO-CHAIR MEMBERSHIP 0.00 X X 0 0 0 JEFF HARKAVY SECRETARY 0.00 X X 0 0 0 AARON ADAMS DIR OF SCIENCE 40.00 X X 0 0 0 STU APTE DIRECTOR 0.00 X 0 0 0 RODNEY BARRETO DIRECTOR 0.00 X 0 0 0 DAN BERGER DIRECTOR 0.00 X 0 0 0 BOB BRANHAM DIRECTOR 0.00 X 0 0 0 MONA BREWER DIRECTOR 0.00 X 0 0 0 CHRISTOPHER BUCKLEY JR DIRECTOR 0.00 X 0 0 0 JACK CURLETT DIRECTOR 0.00 X 0 0 0 MIKE FITZGERALD DIRECTOR 0.00 X 0 0 0 ALLEN GRANT JR DIRECTOR 0.00 X 0 0 0 ROB HEWETT DIRECTOR 0.00 X X 0 0 0 GUS HILLENBRAND DIRECTOR 0.00 X 0 0 0 RICK HIRSCH DIRECTOR 0.00 X 0 0 0 BILL HORN DIRECTOR 0.00 X X 0 0 0 BILL LEGG DIRECTOR 0.00 X X 0 0 0 SANDY MORET DIRECTOR 0.00 X 0 0 0 JOHN NEWMAN DIRECTOR 0.00 X 0 0 0 DAVID NICHOLS DIRECTOR 0.00 X X 0 0 0 STEVE O'BRIEN JR DIRECTOR 0.00 X 0 0 0 JOHN O'HEARN DIRECTOR 0.00 X 0 0 0 DAVID PERKINS DIRECTOR 0.00 X 0 0 0 CHRIS PETERSON DIRECTOR 0.00 X 0 0 0 JAY ROBERTSON DIRECTOR 0.00 X 0 0 0 BERT SCHERB DIRECTOR 0.00 X 0 0 0 ROB SHARPE DIRECTOR 0.00 X 0 0 0 NELSON SIMS DIRECTOR 0.00 X X 0 0 0 ADELAIDE SKOGLUND DIRECTOR 0.00 X 0 0 0 STEVE STANLEY DIRECTOR 0.00 X 0 0 0 JOHN TURNER DIRECTOR 0.00 X 0 0 0 PAUL VAHLDIEK DIRECTOR 0.00 X 0 0 0 KEN WRIGHT DIRECTOR 0.00 X 0 0 0 147417 0 0 1 0 0 0 0 119672 340643 1558882 24938 2019197 5162 5162 121281 340643 121281 0 13629 9848 3781 3781 2028140 5162 3781 0 949194 949194 26671 26671 49500 49500 424372 213697 210675 29502 14856 14646 7163 7163 6400 6400 60465 36984 23481 36937 36937 34053 34053 11846 11846 14585 13856 729 25354 25354 RESEARCH FUNDING - OTHE 222107 222107 OPERATION MANAGEMENT 45798 45798 MEMBERSHIP EXPENSE 28673 28673 JOURNAL EXPENSE 21675 21675 1994295 1577213 417082 0 617424 611722 497376 601612 21608 77416 3351 3411 31697 28209 70866 30898 24755 39968 1210 5306 347193 248953 6401 6401 1551015 1622998 19560 67628 50715 40785 70275 108413 X 1480240 1514085 500 500 1480740 1514585 1551015 1622998 33845 0 X X 0 1 X 1 0 X 977335 1230510 1691501 1645142 2019197 7563685 977335 1230510 1691501 1645142 2019197 7563685 7563685 1081 558 626 0 5154 7419 24070 43824 88469 144084 300447 7871551 0.96090 0.94860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 844569 5996 850565 800000 46000 -1431 844569 1.00000 0 0 70866 30898 39968 39968 TREASURY BILLS/NOTES 248953 F 248953 2037988 9848 9848 2028140 0 2028140 2004143 9848 9848 1994295 0 1994295 PART V, LINE 4: THE ENDOWMENT FUND'S PURPOSE IS TO GENERATE PORTFOLIO INCOME TO BE USED FOR OPERATING EXPENDITURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES WHICH REDUCE REVENUE ON FORM 990 9,848. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES WHICH REDUCE REVENUES ON FORM 990 9,848. 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA EVALUATE BONEFISH HABITAT IN THE BAHAMAS 10000 NORTH AMERICA PROJECT PERMIT 36500 NORTH AMERICA MEXICO FISH STUDY 3000 0 0 0 0 0 0 FUNDRAISING EVENTS 461924 340643 121281 26682 24256 70343 461924 340643 121281 26682 24256 70343 121281 0 1 FLORIDA INSTITUTE OF TECHNOLOGY 150 W UNIVERSITY BLVD MELBOURNE FL 32901 596046500 3 95730 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 237047106 3 123016 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT UNIVERSITY OF SOUTH CAROLINA 902 SUMTER STREET COLUMBIA SC 29208 576001153 3 138520 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT UNIVERSITY OF FLORIDA PO BOX 113001 GAINESVILLE FL 32611 590978739 3 13567 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT UNIVERSITY OF MASSACHUETTS AMHERST 405 GOODELL BLDG 140 HICKS WAY AMHERST MA 01003 542084125 3 117441 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT GUIDES TRUST FOUNDATION PO BOX 88 ISLAMORADA FL 33036 620916627 3 5500 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT FISHERIES CONSERVATION FOUNDATION 1816 S OAK STREET CHAMPAIGN IL 61820 300190447 3 25000 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 530242652 3 33333 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT FISH AND WILDLIFE CONSERVATION COMMISSION 100 8TH AVE ST PETERSBURG FL 33701 593277808 3 126862 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT FISHERIES CONSERVATION FOUNDATION 1816 S OAK STREET CHAMPAIGN IL 61821 300190447 3 11000 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD BOCA RATON FL 33431 650385507 3 259225 RESEARCH AND EDUCATION BONEFISH, TARPON, AND PERMIT PROJECT PERMIT 1 8171 PROJECT PERMIT BAHAMAS INITIATIVE 1 10000 BAHAMAS INITIATIVE FLORIDA KEYS INITIATIVE 2 8500 FLORIDA KEYS INITIATIVE PART I, LINE 2: EXPENSES ARE REPORTED TO DIRECTOR OF OPERATIONS FOR MONITORING. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 - FORM IS REVIEWED BY EXECUTIVE COMMITTEE BEFORE SIGNING AND MAILING FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - THE ORGANIZATION REQUIRES DIRECTORS TO SIGN A WRITTEN CONFLICT OF INTEREST STATEMENT EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS ARE UNPAID VOLUNTEERS. COMPENSATION OF OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - INCORPORATION DOCUMENTS ARE AVAILABLE ONLINE AT THE STATE OF FLORIDA WEBSITE. OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO SIGNIFICANT CHANGES TO THIS PROCESS.