2026-05-13T08:08:21-05:00 2025-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2024-07-01 274751236 UF HISTORIC ST AUGUSTINE INC UFHI 3522942725 PO BOX 115350 GAINESVILLE FL 326115350 LINDA DIXON SECRETARY 3522942725 2026-05-07 1 1 KATIE DAVIS P01072114 3523781331 2026-05-07 2024 2025-03-06 01:10:19Z LINDA DIXON PO BOX 115350 GAINESVILLE FL 326115350 1209942 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 STATE'S 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 5 15 0 0 9900 0 970141 951169 218264 221143 56322 37630 1254627 1209942 0 0 0 0 200000 250000 0 0 0 606332 556060 806332 806060 448295 403882 5656246 5622038 1925108 1487018 3731138 4135020 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 STATE'S 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 504592 1037797 THE UNIVERSITY OF FLORIDA AND UFHSA REHABILITATE AND PROTECT THE HISTORIC STRUCTURES IN ST. AUGUSTINE AS WELL AS REPURPOSE SOME OF THE PROPERTIES AND STIMULATE ECONOMIC ACTIVITY. ONGOING ACADEMIC PARTNERSHIPS INCLUDE THE SMATHERS LIBRARIES OPERATION OF GOVERNMENT HOUSE LIBRARY FOR ARCHIVAL RESEARCH. ADDITIONALLY, THE COLLEGE OF DESIGN, CONSTRUCTION AND PLANNING'S PRESERVATION INSTITUTE ST. AUGUSTINE OPERATES AN ARCHITECTURAL CONSERVATION LABORATORY WITHIN GOVERNORS HOUSE. THE UF HARN MUSEUM OF ART'S VICKERS COLLECTION EXHIBIT OPENED AT GOVERNOR'S HOUSE MUSEUM IN 2022 WITH A REFRESH IN LATE FISCAL YEAR 2023, AND A PLANNED UPDATE IN AUGUST 2025. THAT ART EXHIBIT CONTINUES TO DRAW IMPRESSIVE VISITATION.SEE SCHEDULE O FOR CONTINUATION(S)UFHSA INITIATED AN ANNUAL HISTORY FESTIVAL IN PARTNERSHIP WITH OTHER LOCAL AUTHENTIC HERITAGE TOURISM VENUES IN 2022. THE HISTORY FESTIVAL HAS BEEN VERY WELL RECEIVED BY VISITORS AND LOCALS GROWING EACH YEAR AND CELEBRATING ITS FOURTH YEAR IN FISCAL YEAR 2025. PARTNERS IN THE FESTIVAL INCLUDE UF IFAS EXTENSION SERVICE AND FLORIDA-FRIENDLY LANDSCAPING PROGRAM. TOURISM AND ECONOMIC OPPORTUNITY HAVE REMAINED STRONG IN ST. AUGUSTINE, WHILE INTEREST IN THE ACADEMIC/RESEARCH PROGRAMS THAT UFHSA SUPPORTS HAS ALSO THRIVED. DEMAND FOR COMMERCIAL AND RESIDENTIAL LEASES IN DOWNTOWN ST. AUGUSTINE REMAINS STRONG, ALONG WITH GROWING DEMAND FOR SPECIAL EVENT VENUE RENTAL SPACE, THUS ENSURING CONTINUED REVENUE STREAMS. ACCORDINGLY, THE UFHSA PROGRAM LOOKS FORWARD TO CONTINUED SUCCESS IN MEETING ITS MISSION FOR HISTORIC PRESERVATION AND EDUCATION. 504592 1 0 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 5 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 0 0 1 1 0 X LINDA DIXON 3528466316 PO BOX 113157 GAINESVILLE FL 326113157 TRACY UPCHURCH CHAIR/PRES. AS OF 12/23/2024; MEMBER 1.00 0.00 X X 0 0 0 DOUG WILES VICE CHAIR AS OF 12/31/2024; MEMBER 1.00 0.00 X X 0 0 0 BILL ROBINSON TREASURER AS OF 9/30/2024; MEMBER 1.00 0.00 X X 0 0 0 JANE ADAMS MEMBER AS OF 6/1/2024 1.00 0.00 X 0 0 0 JEFF ATWATER MEMBER AS OF 3/28/2025 1.00 0.00 X 0 0 0 JAMES CUSICK MEMBER 1.00 0.00 X 0 0 0 CHARLES ELLIS MEMBER 1.00 0.00 X 0 0 0 MICHAEL FRANCIS MEMBER 1.00 0.00 X 0 0 0 JOHN FRASER MEMBER 1.00 0.00 X 0 0 0 DOUG JONES MEMBER AS OF 3/28/2025 1.00 0.00 X 0 0 0 SUSAN PARKER MEMBER AS OF 3/28/2025 1.00 0.00 X 0 0 0 JOHN REGAN MEMBER 1.00 0.00 X 0 0 0 HERSCHEL SHEPARD MEMBER 1.00 0.00 X 0 0 0 KENNETH SMITH MEMBER 1.00 0.00 X 0 0 0 THOMAS WILLIS MEMBER 1.00 0.00 X 0 0 0 ALLEN LASTINGER CHAIR/PRESIDENT UNTIL 12/31/2024 1.00 0.00 X X 0 0 0 ROY HUNT VICE CHAIR UNTIL 12/31/2024 1.00 0.00 X X 0 0 0 DON SLESNICK MEMBER UNTIL 12/31/2024 1.00 0.00 X 0 0 0 LINDA DIXON SECRETARY 10.00 30.00 X 38631 113812 38010 38631 113812 38010 0 0 1 0 0 RENTAL 531120 661803 661803 LICENSING FEES 531110 289366 289366 951169 221143 82590 138553 33592 33592 MISCELLANEOUS 900099 4038 4038 4038 1209942 1037797 0 172145 57719 57719 173156 173156 19125 19125 1368 1368 33318 33318 12919 12919 24878 24878 825 825 GOVERNMENT HOUSE EXHIBI 467737 467737 REPAIRS & MAINTENANCE 11977 11977 EQUIPMENT <$5,000 2122 2122 MEMBERSHIPS & ACCREDITA 916 916 806060 504592 301468 0 6054 4648 3065822 3538898 21038 19687 30971 30971 5848 0 133214 114184 2424270 1944621 5656246 5622038 28061 77573 1897047 1409445 1925108 1487018 X 0 0 0 0 3731138 4135020 3731138 4135020 5656246 5622038 403882 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF FLORIDA 596002052 5 1 504592 0 1 504592 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, LINE 12G AMOUNTS REPORTED REFLECT THE AMOUNT PAID DIRECTLY TO, OR ON BEHALF OF, THE UNIVERSITY OF FLORIDA AND ITS AFFILIATES. X X X X 0 30971 30971 0 0 FUNDS HELD WITH THE UNIVERSITY OF FLORIDA 450000 LEASE RECEIVABLE 1488753 INTEREST RECEIVABLE 5868 1944621 DEPOSITS HELD IN TRUST 37349 DEFERRED INFLOWS OF RESOURCES 1372096 1409445 X 1209942 0 1209942 0 1209942 806060 0 806060 0 806060 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. 0 0 0 0 0 0 0 0 0 LINDA DIXON SECRETARY 38631 113312 0 500 0 0 3848 11543 5655 16964 48134 142319 0 0 SCHEDULE J, PART 1 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 EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING THE CALENDAR YEAR WHICH WERE REPORTED ON FORM W-3 AND THE CORRESPONDING FORM 941 BY THE UNIVERSITY OF FLORIDA, 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 A, LINE 7B 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 TREASURER AND UF FISCAL SUPPORT STAFF FOR REVIEW 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(1) N/A 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 O 250000 ACTUAL COSTS UNIVERSITY OF FLORIDA P 303000 ACTUAL COSTS