2026-06-12T09:24:37-05:00 2025-09-30 204989621 VERDEJA & ALVAREZ LLP 255 ALHAMBRA CIR STE 630 CORAL GABLES FL 331347417 990 2024-10-01 596868749 HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND HIST 3053751492 101 WEST FLAGLER STREET MIAMI FL 33130 NATALIA CRUJEIRAS EXECUTIVE DIRECTOR 3053751492 2026-06-11 1 1 OCTAVIO R VERDEJA P00678119 3054463177 2026-06-09 2024 2025-03-06 01:10:19Z NATALIA CRUJEIRAS 101 WEST FLAGLER STREET MIAMI FL 33130 6516224 0 X WWW.HISTORYMIAMI.ORG X 1985 FL THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT EXISTS TO PROVIDE FINANCIAL SUPPORT TO THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. (EIN: 59-0968005, A 501(C)(3) ORGANIZATION. 5 5 0 0 0 0 0 0 0 0 882179 1821484 0 0 882179 1821484 325000 1375000 0 0 0 0 0 0 0 70897 76596 395897 1451596 486282 369888 20494475 21150718 0 0 20494475 21150718 THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT EXISTS TO PROVIDE FINANCIAL SUPPORT TO THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. (EIN: 59-0968005, A 501(C)(3) ORGANIZATION. 0 0 1375000 1375000 THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT EXISTS TO PROVIDE FINANCIAL SUPPORT TO THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. (EIN: 59-0968005, A 501(C)(3) ORGANIZATION. 1375000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X STEFANIE FORNARIS 3053751492 101 WEST FLAGLER STREET MIAMI FL 33130 BENJAMIN BOHLMANN CHAIR 5.00 X X 0 0 0 CAMELA GLEAN-JOHNSON TRUSTEE 1.00 X 0 0 0 ELA RIVERO-PRIETO TRUSTEE 1.00 X 0 0 0 LINDA LUBITZ-BOONE TRUSTEE 1.00 X 0 0 0 MICHAEL WEISER TRUSTEE 1.00 X 0 0 0 NATALIA CRUJEIRAS EXECUTIVE DIRECTOR 5.00 40.00 X 0 262568 16500 STEFANIE FORNARIS DIRECTOR OF FINANCE 5.00 40.00 X 0 130125 16203 MICHAEL KNOLL VP OF STRATEGIC INITIATIVES 1.00 40.00 X 0 166072 20797 0 558765 53500 0 0 1 0 0 517307 517307 5998917 4694740 1304177 1304177 1304177 1821484 0 0 1821484 1375000 1375000 76596 76596 1451596 1375000 76596 0 20494475 21150718 20494475 21150718 0 0 X 20494475 21150718 20494475 21150718 20494475 21150718 369888 286355 0 X 0 1 X 1 0 X X 1 HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC 590968005 10 1 1375000 0 1 1375000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 20494475 2107839 1375000 76596 21150718 17223149 3667223 325000 70897 20494475 16083258 1429 1851286 650000 62824 17223149 19364945 1570 -2886838 325000 71419 16083258 16484122 9097 3591241 650000 69515 19364945 1.00000 0 0 0 X PART V, LINE 4: TO SUPPORT THE ACTIVITIES OF THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. THE MISSION OF THE ASSOCIATION IS TO SAFEGUARD AND SHARE MIAMI STORIES TO FOSTER LEARNING, INSPIRE A SENSE OF PLACE AND CULTIVATE AN ENGAGED COMMUNITY. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION WHICH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), WHEREBY ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE ORGANIZATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESS THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NONINTEREST EXPENSE, RESPECTIVELY. THE U.S. FEDERAL JURISDICTION IS THE MAJOR TAX JURISDICTION WHERE THE ORGANIZATION FILE INCOME TAX RETURNS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS BEFORE 2022. 0 HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC 101 WEST FLAGLER STREET MIAMI FL 33130 590968005 501(C)(3) 1375000 0 ENDOWMENT TRANSFER 0 0 0 0 0 0 0 0 0 NATALIA CRUJEIRAS EXECUTIVE DIRECTOR 0 241496 0 0 0 21072 0 16500 0 0 0 279068 0 0 MICHAEL KNOLL VP OF STRATEGIC INITIATIVES 0 143072 0 0 0 23000 0 10400 0 10397 0 186869 0 0 PART I, LINE 3 THE METHODS USED BY THE RELATED ORGANIZATION (HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC.) TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS SENT TO THE GOVERNING BODY BY EMAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD CHAIR IS RESPONSIBLE FOR REMINDING TRUSTEES TO DECLARE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC 101 WEST FLAGLER STREET MIAMI FL 33130 590968005 EDUCATIONAL INSTITUTE FL 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HISTORICAL ASSOCIATION OF SOUTH FLORIDA INC B 1375000 FMV