WINTER PARK HEALTH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINTER PARK HEALTH FOUNDATION INC (EIN 59-0669460)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-07
- IRS object ID
- 202402209349100305
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-07T10:48:51-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590548468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURVIS GRAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 N NEW YORK AVENUE 200 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590669460 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTER PARK HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 4076442300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S EDINBURGH DR | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327924160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A MADDOX | PersonNm |
| Person Title | PRES & CEO | PersonTitleTxt |
| Phone | 4076442300 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P LEE CPA | PreparerPersonNm |
| PTIN | P00283801 | PTIN |
| Phone | 3215944112 | PhoneNum |
| Preparation | 2024-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,493,987 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,655 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,244,501 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,244,501 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $64,361 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $64,361 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $64,361 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,206,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,789,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,206,643 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,281,551 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,802,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,515,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $355,226 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $355,226 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,097,223 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $61,279 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,035,944 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $673,602 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,764 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $659,838 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,238 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $28,238 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $52,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $812,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $752,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,305 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $281,077 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $269,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,423 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $185,504 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $997,938 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $64,361 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,180 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,181 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,110 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $161,683 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $161,683 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,591,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,591,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,433,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $845,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,228,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,457,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,457,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,890,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $845,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,685,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,088,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,669,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $900 | CashBOYAmt |
| Cash EOY | $900 | CashEOYAmt |
| Cash EOYFMV | $900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,793,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,346,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,346,400 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,230 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,831 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,230 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,230 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $586,096 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $723,662 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $723,662 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,490,234 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,234,051 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,234,051 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $77,577,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,203,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,203,893 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,971,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,322,596 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,322,596 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $36,956,948 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $6,723,872 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $31,135,849 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $30,233,076 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $30,233,076 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $332,475 | OtherAssetsBOYAmt |
| Other Assets EOY | $421,179 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $421,179 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,898,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,493,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,493,987 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $803,587 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $964,596 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $112,458 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $128,867 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $14,379,961 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $12,799,938 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $15,296,006 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,893,401 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $112,444,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,160,624 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,157,951 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,439,962 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,602,673 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,600,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,898,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,493,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,602,673 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,088,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,379,179 | OtherIncreasesAmt |
| Subtotal | $126,893,704 | SubtotalAmt |
| Other Decreases | $293,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,600,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE PART IV SCHEDULE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,789,902 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,583,259 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,206,643 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,206,643 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,206,643 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,809 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,809 | SubtotalAmt |
| Tax Based On Investment Income | $78,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,151 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $80,151 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $188 | EsPenaltyAmt |
| Overpayment | $1,154 | OverpaymentAmt |
| Applied To ES Tax | $1,154 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WPHF.ORG | WebsiteAddressTxt |
| Individual With Books | RON LAMBERT | IndividualWithBooksNm |
| Phone | 4076442300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S EDINBURGH DR | AddressLine1Txt |
| Address Line2 | 220 S EDINBURGH DR | AddressLine2Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327924160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E ANNE MCGEE EDD | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JUDITH BURNETT PHD | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | SECRETARY | 2.00 | $0 | $0 | $0 |
| GARRETT JONES | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TREASURER | 2.00 | $0 | $0 | $0 |
| SAM STARK | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | PAST CHAIRMA | 2.00 | $0 | $0 | $0 |
| PATRICIA A MADDOX | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | PRES & CEO | 40.00 | $355,226 | $57,725 | $4,800 |
| ARIANNA BECKER DO | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BETSY GARDNER ECKBERT | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDY HOSTETTER | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TONI JENNINGS | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARITZA MARTINEZ-GUERRERO MA MBA | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KAREN VAN CAULIL PHD | ||||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| RONALD N LAMBERT | |||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | CFO | 40.00 | $245,112 | $55,055 |
| DEBRA L WATSON | |||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | EXECUTIVE VP | 40.00 | $244,148 | $48,592 |
| MATTHEW NOE | |||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | SR. DIR CHWB | 40.00 | $149,320 | $41,404 |
| ROBIN PARENT | |||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | CONTROLLER | 40.00 | $143,548 | $41,404 |
| ALICE L HOCK | |||||||
| 220 S EDINBURGH DRIVE | WINTER PARK | FL | 32792 | SR DIR COM I | 40.00 | $99,353 | $45,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POWER WELLNESS MANAGEMENT LLC | |||||
| 851 OAK CREEK DRIVE | LOMBARD | IL | 60148 | MANAGEMENT CO. | $1,339,518 |
| FIDUCIENT ADVISORS | |||||
| PO BOX 856577 | MINNEAPOLIS | MN | 55485 | INVESTMENT CONS | $113,000 |
| THE LONDON COMPANY | |||||
| 1801 BAYBERRY COURT 301 | RICHMOND | VA | 23226 | INVESTMENT MAN. | $77,921 |
| DUPONT VENTURES LLC | |||||
| 1405 S FERN STREET 94420 | ARLINGTON | VA | 22202 | SOFTWARE CONSUL | $57,518 |
| BROWN ADVISORY | |||||
| 901 S BOND STREET 400 | BALTIMORE | MD | 21231 | INVESTMENT MAN. | $53,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CENTER FOR HEALTH & WELLBEING (STMT 22) | Description1Txt |
| Expenses1 | $2,374,826 | Expenses1Amt |
| Description2 | COMMUNITY PROGRAM FACILITIES (STMT 22) | Description2Txt |
| Expenses2 | $933,282 | Expenses2Amt |
| Description3 | WELLBEING IN THE COMMUNITY (STMT 22) | Description3Txt |
| Expenses3 | $459,126 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,489,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $958,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,448,914 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $103,448,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,551,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,897,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,094,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,094,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,809 | TotalTaxAmt |
| Distributable Before Adj | $5,016,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,663 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,026,713 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,026,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,685,444 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $109,104 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $8,794,548 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,026,713 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,815,801 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,320,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,521,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $696,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,425,369 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,779,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,794,548 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,026,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,767,835 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,547,108 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,815,801 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,731,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,320,465 | ExcessFromYear4Amt |
| Excess From Year3 | $2,521,288 | ExcessFromYear3Amt |
| Excess From Year2 | $696,350 | ExcessFromYear2Amt |
| Excess From Year1 | $2,425,369 | ExcessFromYear1Amt |
| Excess From Current Year | $3,767,835 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA A MADDOX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S EDINBURGH DR | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327924160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076442300 | RecipientPhoneNum |
| Recipient Email Address | PMADDOX@WPHF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE WEBSITE (WWW.WPHF.ORG) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE WEBSITE (WWW.WPHF.ORG) | SubmissionDeadlinesTxt |
| Restrictions On Awards | AN APPLICANT ORGANIZATION MUST BE TAX-EXEMPT AND LOCATED IN AND/OR PROVIDING SERVICES TO RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST(PRIMARLY WINTER PARK, MAITLAND AND EATONVILLE). ALL GRANTS AWARDED MUST BE DIRECTLY RELATED TO THE FOUNDATION'S FOCUS AREA (SEE WEBSITE). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE STATEMENT 23 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S EDINBURGH DR | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327924160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE STATEMENT 23 | GrantOrContributionPurposeTxt |
| Amt | $1,457,197 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,457,197 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,244,501 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $64,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,361 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,206,643 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM SERVICE REV.- CENTE | $2,264,344 |
| LEASE REVENUE | $17,207 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,515,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,345,912 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,861,417 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5B | THE FOUNDATION LEASES REAL PROPERTY FOR NOMINAL RENT TO |
| 5B | IRC SECTION 501(C)(3) ORGANIZATION EASTER SEALS FLORIDA, |
| 5B | THAT PROVIDES SERVICES IN THE FOUNDATION'S FOCUS AREAS TO |
| 5B | RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE G PLANT TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUNTRUST GROUP | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3838 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,205 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $52,050 | Amt |
| Disbursements Charitable Prps | $52,050 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|
| BUILDING | $749,242 | $749,242 |
| BUILDING IMPROVEMENTS | $26,798 | $27,713 |
| COMPUTER EQUIPMENT | $57,220 | $58,160 |
| FITNESS EQUIPMENT | $88,849 | $70,945 |
| FACILITY EQUIPMENT | $32,609 | $37,229 |
| FURNITURE & FIXTURES | $32,451 | $50,776 |
| OFFICE EQUIPMENT | $3,959 | $3,873 |
| SOFTWARE | $1,317 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (SEE STMT 20) | BondNm |
| EOY Book Value | $15,322,596 | EOYBookValueAmt |
| EOYFMV | $15,322,596 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK (SEE STMT 20) | StockNm |
| EOY Book Value | $83,203,893 | EOYBookValueAmt |
| EOYFMV | $83,203,893 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDING, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $36,956,948 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,723,872 | AccumulatedDepreciationAmt |
| Book Value | $30,233,076 | BookValueAmt |
| EOYFMV | $30,233,076 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,238 | LegalFeesAmt |
| Disbursements Charitable Prps | $28,238 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERM LOAN NOTE- TD BANK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $12,799,938 | BalanceDueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUN HEALTH STOCK | $2,275 | $2,275 | $2,275 |
| DEPOSITS- REFUNDABLE | $4,954 | $4,954 | $4,954 |
| DUE FROM RELATED PARTY | $325,246 | $413,950 | $413,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND RENTAL EXPENSE | $208,518 |
| IN-KIND LAND LEASE | $84,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BAD DEBTS | $19,356 | $19,356 |
| BANK CHARGES | $93,201 | $93,201 |
| CONTRACTED STAFF | $1,397,235 | $1,397,235 |
| DUES & SUBCRIPTIONS | $44,905 | $44,905 |
| EMPLOYEE RECRUITING | $18,906 | $18,906 |
| INSURANCE | $121,844 | $121,844 |
| LEASED EQUIPMENT | $16,862 | $16,862 |
| MANAGEMENT FEES | $130,500 | $130,500 |
| MEMBER ASSESSMENT EXPENSES | $898,756 | $898,756 |
| MINOR EQUIPMENT | $19,315 | $19,315 |
| MISCELLANEOUS EXPENSE | $2,382 | $2,382 |
| OFFICE SUPPLIES | $18,413 | $18,413 |
| PAYROLL PROCESSING SERVICE | $62,345 | $62,345 |
| POSTAGE | $2,931 | $2,931 |
| PROGRAM EXPENSE | $172,699 | $172,699 |
| REPAIRS & MAINTENANCE | $254,392 | $254,392 |
| SOFTWARE SUBSCRIPTIONS/ MAINT | $235,095 | $235,095 |
| STAFF TRAINING | $6,647 | $6,647 |
| UTILITIES | $75,384 | $75,384 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM SERVICE REV.- CENTER | $2,264,344 | $2,264,344 |
| LEASE REVENUE | $17,207 | $17,207 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND RENTAL INCOME | $208,518 |
| IN-KIND LAND LEASE | $84,600 |
| UNREALIZED GAIN ON INVESTMENTS | $8,086,061 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $752,162 | $752,162 | |
| CONSULTANTS | $60,305 | $60,305 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TAXES & LICENSES | $19,562 | $19,562 | |
| PAYROLL TAXES | $169,365 | $165,942 | $3,423 |
| EXCISE TAXES | $80,592 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR HEALTH AND WELLBEING COM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S EDINBURGH DR | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327924160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833479927 | EIN |
| Desc | COMMERCIAL CONDO ASSOCIATION | Desc |
| Amt | $1 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1 | TotalAmt |