WINTER PARK HEALTH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WINTER PARK HEALTH FOUNDATION INC (EIN 59-0669460)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-27
- IRS object ID
- 202342709349100719
- Schema version
- 2022v5.0
- 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 Govt Obligations Sch
- 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 | 2023-09-27T12:38:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| In Care Of | % RON LAMBERT | InCareOfNm |
| 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 | President & CEO | PersonTitleTxt |
| Phone | 4076442300 | PhoneNum |
| Signature | 2023-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA A | PersonFirstNm |
| Person Last | MADDOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $135,898,679 | 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 | $27,156 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,076,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,076,526 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $60,022 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $60,022 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $60,022 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,685,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,378,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,685,749 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,695,505 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,544,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,822,297 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $342,944 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $342,944 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,832,011 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $58,449 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,773,561 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $575,590 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,646 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $561,944 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,797 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,797 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $835,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $775,216 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,111 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $313,608 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $245,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $197,685 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $992,445 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $60,022 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,927 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $45,094 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,625 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,625 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $183,211 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $183,211 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,171,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,339,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,682,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $865,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,633,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $883,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $967,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,566,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $865,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,601,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,022,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,956,907 | 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 | $2,884,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,793,819 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,793,819 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,831 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,534 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,831 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,831 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $617,714 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $586,096 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $586,096 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,279,665 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,490,234 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,490,234 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $96,551,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,577,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,577,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,803,248 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,971,262 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,971,262 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,886,322 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,750,473 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $32,037,651 | LandBOYAmt |
| Land EOY | $31,135,849 | LandEOYAmt |
| Land EOYFMV | $31,135,849 | LandEOYFMVAmt |
| Other Assets BOY | $240,007 | OtherAssetsBOYAmt |
| Other Assets EOY | $332,475 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $332,475 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $158,422,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,898,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,898,679 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $971,168 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $803,587 | AccountsPayableEOYAmt |
| Grants Payable BOY | $83,450 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $102,000 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $112,458 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $15,927,510 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $14,379,961 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $17,084,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,296,006 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $131,924,721 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $112,444,722 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,413,845 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,157,951 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,338,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,602,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,422,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,898,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,338,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,022,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $265,920 | OtherIncreasesAmt |
| Subtotal | $138,582,185 | SubtotalAmt |
| Other Decreases | $17,979,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,602,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENTS - SEE STATEMENT 33 | PropertyDesc |
| Gross Sales Price | $31,377,751 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,692,002 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,685,749 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,685,749 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,685,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,001 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,001 | SubtotalAmt |
| Tax Based On Investment Income | $55,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,965 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $54,965 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $556 | EsPenaltyAmt |
| Tax Due | $592 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RON LAMBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4076442300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SAM STARK | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | CHAIR | 5.0 | $0 | $0 | $0 |
| E ANNE MCGEE ED D | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | SECRETARY | 2.0 | $0 | $0 | $0 |
| GARRETT JONES | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TREASURER | 2.0 | $0 | $0 | $0 |
| PATRICIA A MADDOX | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | PRESIDENT & CEO | 40.0 | $342,944 | $57,310 | $4,800 |
| JUDITH BURNETT PH D | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| ARIANNA BECKER DO | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| BETSY GARDNER ECKBERT | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| SANDY HOSTETTER | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| TONI JENNINGS | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| MARITZA MARTINEZ-GUERRERO MA MBA | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| KAREN VAN CAULIL PH D | ||||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | TRUSTEE | 2.0 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD N LAMBERT | ||||||||
| 220 EDINBURGH DR | WINTER PARK | FL | 327924160 | CFO | 40.0 | $233,790 | $54,585 | $0 |
| DEBRA L WATSON | ||||||||
| 220 EDINBURGH DR | WINTER PARK | FL | 327924160 | EXECUTIVE VP | 40.0 | $232,888 | $47,377 | $0 |
| ROBIN PARENT | ||||||||
| 220 EDINBURGH DR | WINTER PARK | FL | 327924160 | CONTROLLER | 40.0 | $135,070 | $46,991 | $0 |
| MATTHEW NOE | ||||||||
| 220 EDINBURGH DR | WINTER PARK | FL | 327924160 | EXEC. DIREC. OF CHWB | 40.0 | $100,909 | $13,405 | $0 |
| MELODIE GRIFFIN | ||||||||
| 220 EDINBURGH DR | WINTER PARK | FL | 327924160 | COMM. OUTREACH DIR. | 40.0 | $94,851 | $13,776 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | 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 | Wellness Ctr Mgt Co | $1,198,404 |
| Collette's Clean Eats | |||||
| 2005 MIZELL AVENUE SUITE 1100 | WINTER PARK | FL | 32792 | restaurant mgmt co. | $121,865 |
| Fiducient Advisors | |||||
| PO Box 856577 | MINNEAPOLIS | MN | 55485 | Invest. Consulting | $113,000 |
| The London Company | |||||
| 1801 Bayberry Court 301 | RICHMOND | VA | 23226 | Investment Manager | $79,517 |
| PowerNet | |||||
| 8805 Governors Hill DRIVE 250 | CINCINNATI | OH | 45249 | Software Consulting | $69,975 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WELLBEING IN THE COMMUNITY (STMT 35) | Description1Txt |
| Expenses1 | $553,263 | Expenses1Amt |
| Description2 | CENTER FOR HEALTH & WELLBEING PROGRAMMING (STMT 35) | Description2Txt |
| Expenses2 | $2,261,466 | Expenses2Amt |
| Description3 | COMMUNITY PROGRAM FACILITIES (STMT 35) | Description3Txt |
| Expenses3 | $872,528 | 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 | $106,588,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $857,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,445,621 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,445,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,611,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,833,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,291,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,291,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,001 | TotalTaxAmt |
| Distributable Before Adj | $5,236,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $31,367 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,268,063 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,268,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,601,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $92,118 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,693,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,268,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,660,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,815,801 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,320,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,521,288 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $696,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,014,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,693,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,268,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,425,369 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,439,644 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,660,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,779,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,815,801 | ExcessFromYear4Amt |
| Excess From Year3 | $7,320,465 | ExcessFromYear3Amt |
| Excess From Year2 | $2,521,288 | ExcessFromYear2Amt |
| Excess From Year1 | $696,350 | ExcessFromYear1Amt |
| Excess From Current Year | $2,425,369 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 | 328034160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076442300 | RecipientPhoneNum |
| 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 36 | BusinessNameLine1Txt |
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 ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $883,875 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $883,875 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,076,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Related Or Exempt Function Incm | $60,022 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,685,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | $1,695,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,457,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $60,022 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,517,271 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B E | LineNumberTxt |
| Relationship Statement | 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 | RelationshipStatementTxt |
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 Person | Susan Lynn Felder Irrevocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3580 Kinley Brooke Lane | AddressLine1Txt |
| City | Clermont | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,175 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $44,830 | Amt |
| Disbursements Charitable Prps | $44,830 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $14,971,262 | EOYBookValueAmt |
| EOYFMV | $14,971,262 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $14,767,483 | $14,767,483 |
| MUTUAL FUNDS | $62,809,730 | $62,809,730 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,490,234 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,490,234 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $35,797 | LegalFeesAmt |
| Disbursements Charitable Prps | $35,797 | 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 | $14,379,961 | 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 | $1,190 | $4,954 | $4,954 |
| DUE FROM RELATED PARTY | $236,542 | $325,246 | $325,246 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND RENTAL EXPENSE | $181,320 |
| IN-KIND LAND LEASE | $84,600 |
| UNREALIZED LOSS ON INVESTMENTS | $17,713,592 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| REPAIRS AND MAINTENANCE | $288,542 | $288,542 |
| INSURANCE | $117,730 | $117,730 |
| LEASED EQUIPMENT | $13,071 | $13,071 |
| MINOR EQUIPMENT | $14,256 | $14,256 |
| OFFICE SUPPLIES | $14,887 | $14,887 |
| POSTAGE AND DELIVERY | $2,987 | $2,987 |
| CONTRACTED STAFF | $1,327,920 | $1,327,920 |
| DUES AND SUBSCRIPTIONS | $47,252 | $47,252 |
| PAYROLL SERVICE | $55,256 | $55,256 |
| UTILITIES | $74,746 | $74,746 |
| PROGRAM EXPENSE | $126,477 | $126,477 |
| MANAGEMENT FEES | $113,685 | $113,685 |
| BANK SERVICE CHARGES | $67,946 | $67,946 |
| STAFF TRAINING | $9,630 | $9,630 |
| MISCELLANEOUS | $45,036 | $45,036 |
| STAFF SUPPLEMENTAL | $1,024 | $1,024 |
| DONATIONS | $2,500 | $2,500 |
| MEMBER ASSESSMENT EXPENSES | $848,661 | $848,661 |
| ACC/CASH ADJ FOR CHAR EXPENSES | $167,581 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PROGRAM SERVICE REVENUE - CENTER | $1,676,276 |
| LEASE REVENUE | $19,229 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IN-KIND RENTAL INCOME | $181,320 |
| IN-KIND LAND LEASE | $84,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT | $775,216 | $775,216 | |
| CONSULTANTS | $60,111 | $60,111 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $144,244 | $3,152 | $141,092 |
| EXCISE TAXES | $45,000 | $0 | |
| LICENSES | $56,577 | $56,577 | |
| PROPERTY TAXES | $16 | $16 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| WPHF PROJECT WELLNESS LLC | ||||||
| 220 s edinburgh dr | WINTER PARK | FL | 327924160 | 813520949 | To develop foundation's new building (center for health and wellbeing) | $0 |
| CENTER FOR HEALTH AND WELLBEING COMM | ||||||
| 220 S EDINBURGH DR | WINTER PARK | FL | 327924160 | 833479927 | COMMERICAL CONDO ASSOCIATION | $0 |