2023-03-15T18:00:34-05:00 2020-12-31 BDO USA LLP 450 S ORANGE AVE SUITE 550 ORLANDO FL 32801 990PF 2020-01-01 590669460 WINTER PARK HEALTH FOUNDATION INC % RON LAMBERT WINT 4076442300 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PATRICIA A MADDOX President & CEO 4076442300 2023-02-27 true PATRICIA A MADDOX 999009999 Tara Miller P01322693 4078416930 2023-02-27 3 2020 2023-04-26 12:10:37Z X 152899702 X 21580 2159589 2159589 41164 41164 0 41164 -856798 34669480 0 1161379 2526914 2200753 0 332868 332868 1347997 56058 1291939 346529 13959 332570 45410 0 0 45410 41887 0 0 41887 694663 661014 33649 338905 224298 2947 166271 987505 41164 7616 33548 20993 20993 133918 133918 3392160 4268958 7948297 741594 0 6702011 666022 754672 8614319 741594 0 7456683 -6087405 1459159 0 500 900 900 4336650 2285752 2285752 8423 264610 8423 8423 470728 629430 629430 11573262 9900969 9900969 71243656 74166299 74166299 26980888 32854111 32854111 36676406 3773891 33556348 32902515 32902515 2482385 151303 151303 150909027 152899702 152899702 1718242 833423 271600 182950 114562 16927057 16780078 0 316662 18916899 18227675 X 124613836 126780605 7378292 7891422 131992128 134672027 150909027 152899702 131992128 -6087405 8998627 134903350 231323 134672027 INVESTMENTS - SEE ATTACHMENT 24 34669480 33812682 856798 856798 -856798 20282 20282 20282 65188 0 65188 44906 44906 false false false false false true true false true true FL true false false true false true WWW.WPHF.ORG RON LAMBERT 4076442300 220 S EDINBURGH DRIVE WINTER PARK FL 32792 false false false false false false false false false false false false false false false false false false false false false SAM STARK 220 S EDINBURGH DRIVE WINTER PARK FL 32792 CHAIR 5.0 0 0 0 E ANNE MCGEE ED D 220 S EDINBURGH DRIVE WINTER PARK FL 32792 SECRETARY 2.0 0 0 0 J KURT WOOD 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TREASURER 2.0 0 0 0 TONI JENNINGS 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PAST-CHAIR 2.0 0 0 0 PATRICIA A MADDOX 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PRESIDENT & CEO 40.0 332868 50873 4800 HAROLD W BARLEY 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 RITA BORNSTEIN PH D 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 BETSY GARDNER ECKBERT 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 GARRETT JONES 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 KAREN VAN CAULIL PH D 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 RONALD N LAMBERT 220 EDINBURGH DRIVE WINTER PARK FL 32792 CFO 40.0 224228 55831 0 DEBRA L WATSON 220 EDINBURGH DRIVE WINTER PARK FL 32792 EXECUTIVE VICE PRES 40.0 221680 39283 0 DIANA SILVEY 220 EDINBURGH DRIVE WINTER PARK FL 32792 VICE PRES - CHWB 40.0 193598 44856 0 ROBIN PARENT 220 EDINBURGH DRIVE WINTER PARK FL 32792 CONTROLLER 40.0 129982 44544 0 MELODIE GRIFFIN 220 EDINBURGH DRIVE WINTER PARK FL 32792 PROGRAM DIR - WBIC 40.0 90947 12808 0 11 Power Wellness Management LLC 851 Oak Creek Drive LOMBARD IL 60148 Wellness Ctr Mgt Co 1376167 Collette's Clean Eats 2005 Mizell Avenue Ste 1100 WINTER PARK FL 32792 Nourish Coffee Bar 311486 Growing Bolder LLC 103 Pine Needle Lane ALTAMONTE SPRINGS FL 32714 Program Consulting 157024 DiMeo Schneider & Associates PO Box 74987 CHICAGO IL 60675 Investment Consult 113000 The London Company 1801 Bayberry Court RICHMOND VA 23226 Investment Manager 80680 7 WELLBEING IN THE COMMUNITY (ATCH 25) 548970 CENTER FOR HEALTH & WELLBEING PROGRAMMING (ATCH 25) 2438801 COMMUNITY PROGRAM FACILITIES (ATCH 25) 724733 N/A 106285286 1011716 0 107297002 0 107297002 1609455 105687547 5284377 5284377 20282 20282 5264095 5001 5269096 5269096 7456683 0 333701 0 0 7790384 0 7790384 5269096 0 2018 2017 2016 0 437339 2341930 3660371 13815801 7320465 27575906 7790384 0 5269096 2521288 30097194 0 0 0 0 437339 29659855 2341930 3660371 13815801 7320465 2521288 PATRICIA A MADDOX 220 S EDINBURGH DRIVE WINTER PARK FL 32803 4076442300 PLEASE SEE WEBSITE (WWW.WPHF.ORG) PLEASE SEE WEBSITE (WWW.WPHF.ORG) 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). SEE ATTACHMENT 26 220 S EDINBURGH DRIVE WINTER PARK FL 32792 NONE SEE ATTACHED 754672 754672 CURRENT YEAR GRANT EXPENSE TO BE PAID IN FUTURE 220 S EDINBURGH DRIVE WINTER PARK FL 32792 NONE SEE ATTACHED 182950 182950 14 2159589 16 41164 18 -856798 MISCELLANEOUS 1161379 2464170 41164 2505334 5B E THE FOUNDATION LEASES REAL PROPERTY FOR NOMINAL RENT TO IRC SECTION 501(C)(3) ORGANIZATION, EASTER SEALS FLORIDA, THAT PROVIDES SERVICES IN THE FOUNDATION'S FOCUS AREAS TO RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST false false false false false false false false false false X X 1 CAROLINE G PLANT ESTATE PO BOX 3838 Winter Park FL 32802 11080 X 2 KATHLEEN BENHAM PO BOX 187 WINTER PARK FL 32790 10000 X ACCOUNTING 41887 41887 CORPORATE BONDS 32854111 32854111 STOCKS 15975080 15975080 MUTUAL FUNDS 58191219 58191219 9900969 9900969 LEGAL 45410 45410 TERM LOAN NOTE - TD BANK 5780078 NON-REVOLVING CREDIT NOTE 11000000 SUN HEALTH STOCK 2275 2275 2275 DEPOSITS - REFUNDABLE 0 1190 1190 DUE FROM RELATED PARTY 12993 147838 147838 DEPOSIT-PROJECT WELLNESS 2467117 0 0 IN-KIND RENTAL EXPENSE 181320 IN-KIND LAND LEASE 50000 ROUNDING 3 REPAIRS AND MAINTENANCE 234996 234996 INSURANCE 88106 88106 LEASED EQUIPMENT 17084 17084 MINOR EQUIPMENT 10576 10576 OFFICE SUPPLIES 14587 14587 POSTAGE AND DELIVERY 2393 2393 CONTRACTED STAFF 1782297 1782297 DUES AND SUBSCRIPTIONS 46581 46581 PAYROLL SERVICE 31553 31553 UTILITIES 56630 56630 PROGRAM EXPENSE 264319 264319 MANAGEMENT FEES 79137 79137 BANK SERVICE CHARGES 46180 46180 AMORTIZATION 8021 STAFF TRAINING 2060 2060 MISCELLANEOUS 40233 40233 MEMBER ASSESSMENT EXPENSES 667407 667407 ACC/CASH ADJ FOR CHAR EXPENSE 884819 PROGRAM SERVICE REVENUE - CENTER 1137456 LEASE REVENUE 23923 IN-KIND RENTAL INCOME 181320 IN-KIND LAND LEASE 50000 UNREALIZED GAIN ON INVESTMENTS 8727307 IN-KIND CONTRIBUTIONS 40000 PPP LOAN 0 316662 INVESTMENT 661014 661014 CONSULTANTS 33649 33649 PAYROLL 97081 2947 94134 EXCISE TAXES 55080 LICENSES 72137 72137 WPHF PROJECT WELLNESS LLC 220 s edinburgh drive WINTER PARK FL 32792 813520949 To develop foundation's new building (center for health and wellbeing) 0 CENTER FOR HEALTH AND WELLBEING COMM 220 S EDINBURGH DRIVE WINTER PARK FL 32792 833479927 COMMERICAL CONDO ASSOCIATION 0