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Heritage Pines accepts unaudited Dec. 31, 2024 financials and approves Dec. 10 meeting minutes

Heritage Pines Community Development District · February 18, 2025
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Summary

The board accepted the unaudited financial statements as of Dec. 31, 2024 after questions about a BankUnited investment account, and approved the Dec. 10, 2024 minutes with several corrections; both actions passed unanimously on Feb. 18.

District Manager Chuck Adams presented the unaudited financial statements as of Dec. 31, 2024 and answered questions about an investment account with BankUnited, current interest being earned, and bank statements. The board accepted the statements on a motion by Vice Chair Arthur Rhodes, seconded by Michael Walsh, with all supervisors voting in favor. Staff will resend the statements to the board.

Chair Kathleen Lonergan presented the Dec. 10, 2024 regular meeting minutes and the board approved several edits (for example, changing "Vaughn" to "Vaughan," replacing "Mr. Hurley" with "Mr. Gatz," and correcting a reference from "Mr. Walsh" to "Mr. Rhodes"). On motion by Michael Walsh, seconded by Carol Vaughan, the amended minutes were approved unanimously. The board noted ongoing and completed items on the action list and set the next meeting for April 15, 2025 at 2:00 p.m.