2024-04-12T07:39:19-05:00 2023-05-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2022-06-01 596135403 THE DR P PHILLIPS FOUNDATION % KENNETH D ROBINSON DRPP 4074226105 PO BOX 692709 ORLANDO FL 328692709 KENNETH ROBINSON PRESIDENT 4074226105 2024-03-27 true KENNETH ROBINSON 999009999 Jacob Cook P01240455 6167747000 2 2022 2023-04-26 12:10:37Z X 51958969 X 0 X 3999 3999 1029952 1029952 100 100 100 -994473 10169877 0 39578 1034051 7250 7250 9280 3712 0 5568 15000 0 0 15000 50265 88 0 0 11453 11453 103128 2352 0 100776 196376 6152 0 140047 2184455 2184455 2380831 6152 0 2324502 -2341253 1027899 1121875 849627 849627 118812 121426 121426 56645 59534 59534 36737428 34674255 41959442 8968940 8968940 8968940 8968940 47003700 44673782 51958969 11335 3000 3000 3000 14335 X 47000700 44659447 47000700 44659447 47003700 44673782 47000700 -2341253 44659447 44659447 PUBLICLY TRADED SECURITIES 10169877 11164350 -994473 -994473 -994473 14288 14288 14288 58823 0 58823 44535 44535 false false false false false false false true true FL true false false false false true WWW.DRPHILLIPS.ORG KENNETH D ROBINSON 4074226105 PO BOX 692709 ORLANDO FL 328195416 false false false false true false false false false false false false false false false false false false false false false false JAMES W FERBER PO BOX 692709 ORLANDO FL 328692709 CHARIMAN/DIRECTOR 6.0 875 0 0 KENNETH D ROBINSON PO BOX 692709 ORLANDO FL 328692709 PRESIDENT/CEO/DIRECTOR 12.0 1500 0 0 E M TUKDARIAN PO BOX 692709 ORLANDO FL 328692709 TREASURER/ASST SECRETARY 8.0 0 0 0 H L BURNETT PO BOX 692709 ORLANDO FL 328692709 EVP/SEC/ASST TREAS/DIR 6.0 875 0 0 STEVEN CASTINO PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 6.0 875 0 0 JOHN W HILLENMEYER PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 12.0 1250 0 0 TODD BURNETT PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 4.0 500 0 0 TERRY W PRATHER PO BOX 692709 ORLANDO FL 328692709 CHAIRMAN/DIRECTOR 12.0 1125 0 0 THOMAS J WILLIAMS PO BOX 692709 ORLANDO FL 328692709 COO/SECRETARY 8.0 0 0 0 ROBIN K KELLEY PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 2.0 250 0 0 SEE FEDERAL FOOTNOTES 15000 SEE FEDERAL FOOTNOTES 6330 SEE FEDERAL FOOTNOTES 40128 42155091 843163 0 42998254 0 42998254 1917700 41080554 2054028 2054028 14288 14288 2039740 2039740 2039740 2324502 0 0 0 0 2324502 2039740 197676 2020 2019 2018 0 0 0 0 0 0 0 2324502 197676 2039740 87086 87086 0 0 0 0 87086 0 0 0 0 87086 SEE ATTACHED additional STATEMENT PO BOX 692709 ORLANDO FL 328692709 4074226015 SEE ATTACHED ADDITIONAL STATEMENT SEE ATTACHED ADDITIONAL STATEMENT SEE ATTACHED ADDITIONAL STATEMENT THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 327893814 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC 225 NORTH MICHIGAN AVE STE 1700 CHICAGO IL 60601 NONE PC PROGRAM SUPPORT - HEALTHCARE 35000 AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC PROGRAM SUPPORT - HEALTHCARE 30000 MERCY FLIGHT SOUTHEAST INC 8864 AIRPORT BLVD LEESBURG FL 34788 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 ANNIKA FOUNDATION INC 1257 WORCHESTER RD 254 FRAMINGHAM MA 01701 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 ASPIRE HEALTH PARTNERS INC 5151 ADANSON ST ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - HEALTHCARE 12500 BABY DJ INC 2500 MAITLAND CENTER PKWY STE 401 MAITLAND FL 32751 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 BEST BUDDIES INTERNATIONAL INC 100 SE 2ND ST STE 2200 MIAMI FL 33131 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 2000 BIKE WALK CENTRAL FLORIDA INC 100 E PINE ST STE 110-74 ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 BLATANTLY HONEST FOUNDATION PO BOX 1392 WINDERMERE FL 347860000 NONE PC PROGRAM SUPPORT - YOUTH 2500 BLESSINGS IN A BACKPACK INC 4121 SHELBYVILLE RD LOUISVILLE KY 40207 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL 1951 S ORANGE BLOSSON TRL STE 102 APOPKA FL 32703 NONE PC PROGRAM SUPPORT - YOUTH 16178 CENTRAL CARE MISSION OF ORLANDO INC 4027 LENOX BLVD ORLANDO FL 32811 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 CENTRAL FLORIDA FAIR INC 4603 WEST COLONIAL DR ORLANDO FL 32808 NONE PC PROGRAM SUPPORT - EDUCATION 2500 CENTRAL FLORIDA URBAN LEAGUE INC 2804 BELCO DR ORLANDO FL 32808 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2000 CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC 808 W CENTRAL BLVD ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 COMMUNITY HEALTH CENTERS INC 110 SOUTH WOODLAND ST WINTER GARDEN FL 34787 NONE PC PROGRAM SUPPORT - HEALTHCARE 250000 CREALDE SCHOOL OF ART 600 ST ANDREWS BLVD WINTER PARK FL 32792 NONE PC PROGRAM SUPPORT - ARTS 1250 DOWN SYNDROME FOUDATION OF FLORIDA INC PO BOX 533462 ORLANDO FL 32853 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 EDGEWOOD CHILDRENS RANCH INC 1451 EDGEWOOD RANCH RD ORLANDO FL 32835 NONE PC PROGRAM SUPPORT - YOUTH 51367 FAMILY PROMISE OF GREATER ORLANDO INC 1000 CLAY ST WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 50000 FELLOWSHIP OF FAITH MINISTRY 2036 36TH ST ORLANDO FL 32839 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 FIRST PRESBYTERIAN CHURCH OF ORLANDO 106 E CHURCH ST ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 FLORIDA CITRUS SPORTS ASSOCIATION INC 1 CITRUS BOWL PL ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 28221 FLORIDA LEADERSHIP VENTURE INC 2270 GILLIS CT MAITLAND FL 32751 NONE PC PROGRAM SUPPORT - YOUTH 80000 FLORIDA STATE UNIVERSITY FOUNDATION INC 325 WEST COLLEGE AVE TALLAHASSEE FL 32301 NONE PC PROGRAM SUPPORT - EDUCATION 5000 FOLDS OF HONOR FOUNDATION - NORTH FLORIDA CHAPTER 8551 N 125TH E AVE STE 100 OWASSO OK 74055 NONE PC PROGRAM SUPPORT - EDUCATION 52500 FOUNDATION FOR FOSTER CHILDREN INC 2265 LEE RD STE 203 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10500 FREEDOM RIDE INC 1905 LEE RD ORLANDO FL 32810 NONE PC PROGRAM SUPPORT - HEALTHCARE 2500 FRESH START MINISTRIES OF CENTRAL FLORIDA INC 4436 EDGEWATER DR ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 FRIENDS OF LEU GARDENS INC 1920 NORTH FOREST AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 5000 THE GENEVA SCHOOL INC 1775 SEMINOLA BLVD CASSELBERRY FL 32707 NONE PC PROGRAM SUPPORT - EDUCATION 518 GIVE KIDS THE WORLD INC 210 S BASS RD KISSIMMEE FL 34748 NONE PC PROGRAM SUPPORT - YOUTH 2000 GRACE MEDICAL HOME INC 1417 E CONCORD ST ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - HEALTHCARE 274000 HARBOR HOUSE OF CENTRAL FLORIDA PO BOX 680748 ORLANDO FL 32868 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 HEBNI NUTRITION CONSULTANTS INC 2009 W CENTRAL BLVD ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - HEALTHCARE 2000 HIGHLANDS CASHIERS HEALTH FOUNDATION 348 S 5TH ST STE 219 HIGHLANDS NC 28741 NONE PC PROGRAM SUPPORT - HEALTHCARE 7500 THE JAMES MADISON INST FOR PUBLIC POLICY STUDIES 100 N DUVAL ST TALLAHASSEE FL 32301 NONE PC PROGRAM SUPPORT - FREE ENTERPRISE SYSTEM/ENTREPRENEURSHIP 20000 JIMMY CRABTREE CANCER FUND INC PO BOX 770446 WINTER GARDEN FL 347770046 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 THE JOBS PARTNERSHIP OF FLORIDA INC 2250 LEE RD STE 201 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DR 2ND FLR RYE BROOK NY 10573 NONE PC PROGRAM SUPPORT - HEALTHCARE 1500 LIFT ORLANDO INC 2043 JACOBS PL ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 511250 LUPUS FOUNDATION OF AMERICA INC 2121 K ST NW STE 200 WASHINGTON DC 20037 NONE PC PROGRAM SUPPORT - HEALTHCARE 1000 MACKINAC CENTER 140 W MAIN ST MIDLAND MI 48640 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 MENTAL HEALTH ASSOCIATION OF CENTRAL FLORIDA INC 1525 E ROBINSON ST ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - HEALTHCARE 26000 MORNING STAR SCHOOL 725 MICKLER RD JACKSONVILLE FL 32211 NONE PC PROGRAM SUPPORT - EDUCATION 10000 MUSTARD SEED OF CENTRAL FLORIDA INC 12 MUSTARD SEED LANE ORLANDO FL 32810 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 NATIONAL CENTER FOR SIMULATION 3039 TECHNOLOGY PARKWAY ORLANDO FL 32826 NONE PC PROGRAM SUPPORT - EDUCATION 42500 NEW IMAGE YOUTH CENTER INC 212 S PARRAMORE AVE ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - YOUTH 3750 NORTHLAND A CHURCH DISTRIBUTED INC 522 DOG TRACK ROAD LONGWOOD FL 32750 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 THE ORANGE COUNTY SHERIFF FOUNDATION INC 3934 HUNTERS ISLE DR ORLANDO FL 328375813 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 3000 ORLANDO BALLET INC 600 N LAKE FORMOSA DR ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 280000 ORLANDO MUSEUM OF ART INC 2416 N MILS AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 17500 THE ORLANDO PHILHARMONIC ORCHESTRA INC 425 N BUMBY AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 55000 ORLANDO REPERTORY THEATRE INC 10010 E PRINCETON ST ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 4000 ORLANDO SCIENCE CENTER INC 777 E PRINCETON STREET ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - EDUCATION 3018 PET ALLIANCE OF GREATER ORLANDO INC 2727 CONROY RD ORLANDO FL 32839 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 POLIS INSTITUTE INC PO BOX 560531 ORLANDO FL 328560531 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 REFORMED THEOLOGICAL SEMINARY 5422 CLINTON BLVD JACKSON MS 39209 NONE PC PROGRAM SUPPORT - EDUCATION 10000 ROLLINS COLLEGE 1000 HOLT AVE - CB 2715 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 7500 THE SALVATION ARMY 416 W COLONIAL DR ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 SAMARITAN VILLAGE INC PO BOX 149599 ORLANDO FL 32814 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 THE SOCIETY OF ST ANDREW INC 3383 SWEET HOLLOW RD BIG ISLAND VA 24526 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 3500 ST JOSEPH CATHOLIC CHURCH 5316 11TH ST ZEPHYRHILLS FL 33542 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1250 TEE-LO GOLF INC 8287 CURRY FORD RD ORLANDO FL 32822 NONE PC PROGRAM SUPPORT - YOUTH 2000 FEEDING CHILDREN EVERYWHERE INC 830 SOUTH RONALD REAGAN BLVD 142 LONGWOOD FL 32750 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 UNITED AGAINST POVERTY INC 1400 27TH ST VERO BEACH FL 32960 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 25000 UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC 4780 DATA CT ORLANDO FL 32817 NONE PC PROGRAM SUPPORT - HEALTHCARE 20074 UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPA FL 336061490 NONE PC PROGRAM SUPPORT - EDUCATION 5000 URBAN THINK FOUNDATION INC PO BOX 533709 ORLANDO FL 32853 NONE PC PROGRAM SUPPORT - EDUCATION 10729 VICTORY CUP INITIATIVE LLC 333 BRIARWOOD DRIVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 20000 WEST ORANGE FOUNDATION INC 12184 W COLONIAL DR WINTER GARDEN FL 347874146 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 350 WINTER PARK HIGH SCHOOL FOUNDATION 2100 SUMMERFIELD RD WINTER PARK FL 32792 NONE PC PROGRAM SUPPORT - EDUCATION 5000 YOUNG SURVIVAL COALITION INC 80 BROAD ST STE 1700 NEW YORK NY 10004 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 2184455 14 3999 14 1029952 16 100 18 -994473 39578 39578 false false false false false false false false false false BDO USA 9280 3712 0 5568 THE DR. P. PHILLIPS FOUNDATION REQUIRES A HIGHER AMOUNT OF CASH TO FUND ITS CHARITABLE ACTIVITIES DUE TO THE UNCERTAIN TIMING OF ITS ADMINISTRATIVE AND OTHER NORMAL/CURRENT DISBURSEMENTS. SPECIFICALLY, LARGER CHARITABLE DISBURSEMENTS ARE DEPENDENT ON ITS GRANTEES' ABILITY TO SUCCESSFULLY ACHIEVE AND DOCUMENT THE MILESTONES CONTAINED IN THEIR GRANT AGREEMENTS. THEREFORE, AN ALTERNATIVE METHOD TO CALCULATE CASH DEEMED HELD FOR CHARITABLE ACTIVITIES WAS USED WHICH RESULTED IN AN AMOUNT HIGHER THAN 1.5% OF THE FAIR MARKET VALUE OF ALL ASSETS FOR THE YEAR ENDED 5/30/2023. AS A RESULT, THE AMOUNT OF CASH DEEMED HELD FOR CHARITABLE ACTIVITIES ON PART IX, LINE 4 WAS REPORTED AS $1,917,700, AND CALCULATED AS FOLLOWS: FISCAL YEAR ADMINISTRATIVE AND OTHER NORMAL/CURRENT DISBURSEMENTS 5/31/2019 $1,996,844 5/31/2020 $2,024,599 5/31/2021 $2,588,672 5/31/2022 $1,693,158 5/31/2023 $2,350,616 5 YEAR AVERAGE $2,130,778 X 90% = $1,917,700 INTERNATIONAL GROWTH 4078854 4577203 LARGE CAP VALUE 2246742 2658135 MID-CAP INDEX 316800 813146 LARGE CAP GROWTH 703938 2143677 INTERNATIONAL STOCK 3801467 4038010 SMALL CAP VALUE 1565630 1523666 SMALL CAP GROWTH 1158809 1283580 FIXED INCOME - DODGE & COX 9391044 8579931 S&P 500 6928804 11198706 INTERNATIONAL VALUE 3579367 4241664 ING 902800 901724 MATERIALS & CONTRACTS 55550 0 0 55550 DUES & SUBSCRIPTIONS 29350 0 0 29350 OFFICE EXPENSES 8830 960 0 7870 ADVERTISING & PROMOTION 6330 0 0 6330 INSURANCE 2784 1392 0 1392 MEALS & ENTERTAINMENT 284 0 0 284 Other Income LEASE DEPOSITS 3000 3000 HISTORICAL ARCHIVIST 15000 0 0 15000 EXCISE TAXES 50177 0 0 0 TAXES - LICENSES 88 88 0 0