2022-04-14T15:21:54-05:00 2021-05-31 BDO USA LLP 450 S Orange Ave Suite 550 Orlando FL 32801 990PF 2020-06-01 596135403 THE DR P PHILLIPS FOUNDATION % KENNETH D ROBINSON PRESIDE DRPP 4074226105 PO BOX 692709 ORLANDO FL 328692709 KENNETH ROBINSON PRESIDENT 4074226105 2022-04-15 true KENNETH ROBINSON 999009999 Jacob Cook P01240455 4078416930 3 2020 2022-09-23 18:48:47Z X 60799738 X 0 X 85 85 604522 604522 100 100 100 3812247 9888894 3812247 4178 4178 0 4421132 4421132 0 6875 6875 855 855 0 0 7350 2940 0 4410 6200 0 0 6200 22475 611 0 0 2860 2860 147485 1670 0 145815 194100 6076 0 166160 2822264 2822264 3016364 6076 0 2988424 1404768 4415056 0 954420 942960 942960 326542 120977 120977 381569 981322 381569 381569 6120 25784 25784 33590528 35089734 50359508 8968940 8768940 8968940 8968940 44627872 45529964 60799738 2676 500000 3000 3000 505676 3000 X 44122196 45526964 44122196 45526964 44627872 45529964 44122196 1404768 45526964 45526964 PUBLICLY TRADED SECURITIES 9888894 6076647 3812247 3812247 3812247 61369 61369 61369 25000 0 25000 X 1040 37409 false false false false false false false true true FL true false false false false true WWW.DRPHILLIPS.ORG KENNETH D ROBINSON PRESIDENT 4074226105 7400 DR PHILLIPS BLVD 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 12.0 1000 0 0 KENNETH D ROBINSON PO BOX 692709 ORLANDO FL 328692709 PRESIDENT/CEO/DIRECTOR 12.0 1250 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 1750 0 0 MARGARET G MILLER PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 2.0 875 0 0 JOHN W HILLENMEYER PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 2.0 1000 0 0 ROBIN K KELLEY PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 2.0 1000 0 0 SEE FEDERAL FOOTNOTES 14956 SEE FEDERAL FOOTNOTES 80258 SEE FEDERAL FOOTNOTES 30040 45349880 767967 0 46117847 0 46117847 1578604 44539243 2226962 2226962 61369 61369 2165593 599753 2765346 2765346 2988424 0 200000 0 0 3188424 0 3188424 2765346 2018 2017 2016 14824 7682 22506 3188424 2765346 423078 445584 0 445584 14824 7682 423078 SEE ATTACHED additional STATEMENT PO BOX 692709 ORLANDO FL 328692709 4074226015 SEE ATTACHED additional STATEMENT SEE ATTACHED additional STATEMENT SEE ATTACHED additional STATEMENT 4R FOUNDATION INC (THE) 210 N PARK AVE WINTER PARK FL 327893814 NONE PC PROGRAM SUPPORT - EDUCATION 759000 ALBIN POLASEK MUSEUM 633 OSCEOLA AVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - ARTS 2500 AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW STE 200 KENNESAW GA 30144 NONE PC PROGRAM SUPPORT - HEALTHCARE 264 ANNIKA FOUNDATION INC 1257 WORCHESTER RD 254 FRAMINGHAM MA 01701 NONE PC PROGRAM SUPPORT - HEALTHCARE 10000 ARNOLD & WINNIE PALMER FOUNDATION 9000 BAY HILL BLVD ORLANDO FL 32819 NONE PC PROGRAM SUPPORT - HEALTHCARE 10000 BABY DJ INC 2500 MAITLAND CENTER PKWY STE 401 MAITLAND FL 32751 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 12500 BEST BUDDIES INTERNATIONAL INC 100 SE 2ND ST STE 2200 MIAMI FL 33131 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 30000 BLESSINGS IN A BACKPACK INC 4121 SHELBYVILLE RD LOUISVILLE KY 40207 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 41000 BOGGY CREEK GANG THE 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 NONE PC PROGRAM SUPPORT - YOUTH 1000 BOY SCOUTS OF AMERICA CENTRAL FL COUNCIL 1951 S ORANGE BLOSSON TRL STE 102 APOPKA FL 32703 NONE PC PROGRAM SUPPORT - YOUTH 10000 CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 20036 NONE PC PROGRAM SUPPORT - PRIVATE PROPERTY RIGHTS 20000 CATHOLIC CHARITIES 2050 BALLENGER AVE STE 400 ALEXANDRIA VA 22314 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 CELEBRATION FOUNDATION INC 610 SYCAMORE ST STE 110 CELEBRATION FL 34747 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 CHILDRENS HOME SOCIETY 5766 S SEMORAN BLVD ORLANDO FL 32822 NONE PC PROGRAM SUPPORT - YOUTH 75000 CHRISTIAN SERVICE CENTER 808 W CENTRAL BLVD ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 CITY OF WINTER PARK FLORIDA 401 S PARK AVE WINTER PARK FL 32789 NONE GOV PROGRAM SUPPORT - YOUTH 500 COALITION FOR THE HOMELESS OF CENTRAL FL INC PO BOX 3467 ORLANDO FL 328023467 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 21000 CONDUCTIVE EDUCATION CENTER OF ORLANDO 931 S SEMORAN BLVD STE 220 WINTER PARK FL 32792 NONE PC PROGRAM SUPPORT - EDUCATION 1000 DIOCESAN COUNCIL OF ORLANDO 770 S ORANGE BLOSSOM TRL APOPKA FL 32703 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 DR PHILLIPS LITTLE LEAGUE 8100 WALLACE RD ORLANDO FL 32819 NONE PC PROGRAM SUPPORT - YOUTH 7500 EDGEWOOD CHILDRENS RANCH INC 1451 EDGEWOOD RANCH RD ORLANDO FL 32835 NONE PC PROGRAM SUPPORT - YOUTH 14500 ENTREPRENEURS ALLIANCE OF ORLANDO 1030 N ORANGE AVE ORLANDO FL 328011022 NONE PC PROGRAM SUPPORT - ENTREPRENEURSHIP 20000 FELLOWSHIP OF FAITH MINISTRY PO BOX 560484 ORLANDO FL 32856 NONE PC PROGRAM SUPPORT - YOUTH 5000 FIRST PRESBYTERIAN CHURCH OF ORLANDO 106 E CHURCH ST ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 FLORIDA CITRUS SPORTS ASSOCIATION INC 1 CITRUS BOWL PL ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - YOUTH 1000 FOLDS OF HONOR FOUNDATION 8551 N 125TH E AVE STE 100 OWASSO OK 74055 NONE PC PROGRAM SUPPORT - YOUTH 2500 FOUNDATION FOR FOSTER CHILDREN 2265 LEE RD STE 203 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 50000 FREEDOM RIDE INC 1905 LEE RD ORLANDO FL 32810 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 FRIENDS OF CHILDREN AND FAMILIES 11875 HIGH TECH AVE 200 ORLANDO FL 32817 NONE PC PROGRAM SUPPORT - YOUTH 20000 HARBOR HOUSE OF CENTRAL FLORIDA PO BOX 680748 ORLANDO FL 32868 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 IDIGNITY INC 424 E CENTRAL BLVD STE 199 ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 35000 JACK & LEE ROSEN JEWISH COMMUNITY CENTER 11184 S APOPKA VINELAND RD ORLANDO FL 32836 NONE PC PROGRAM SUPPORT - YOUTH 5000 JEWISH FAMILY SERVICES OF GREATER ORLANDO 2100 LEE RD WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 50000 JIMMY CRABTREE CANCER FUND INC PO BOX 770446 WINTER GARDEN FL 347770046 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 LEGAL AID SOCIETY OF THE ORANGE CTY BAR ASSN 100 E ROBINSON ST ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 70000 LGBT CENTER ORLANDO INC 946 N MILLS AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 LIFE CONCEPTS INC 500 E COLONIAL DR ORLANDO FL 328034504 NONE PC PROGRAM SUPPORT - HEALTHCARE 30000 LIFEWORK LEADERSHIP ORLANDO INC 1220 E CONCORD ST ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - EDUCATION 2500 LIFT ORLANDO INC 2043 JACOBS PL ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 500000 LOOK FOR THE GOOD PROJECT INC 30 REALTY DR CHESHIRE CT 06410 NONE PC PROGRAM SUPPORT - EDUCATION 2000 MACKINAC CENTER FOR PUBLIC POLICY 140 W MAIN ST MIDLAND MI 48640 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 MAKER EFFECT FOUNDATION THE 8600 COMMODITY CIR 158 ORLANDO FL 32819 NONE PC PROGRAM SUPPORT - EDUCATION 2500 MICHELEE PUPPETS INC 4420 PARKWAY COMMERCE BLVD ORLANDO FL 32808 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 MORNING STAR SCHOOL 725 MICKLER RD JACKSONVILLE FL 32211 NONE PC PROGRAM SUPPORT - EDUCATION 10000 NAMIGO 300 CROWN OAK CENTRE DR LONGWOOD FL 32750 NONE PC PROGRAM SUPPORT - HEALTHCARE 500 NATIONAL KIDNEY FOUNDATION OF FL 5756 S SEMORAN BLVD ORLANDO FL 32822 NONE PC PROGRAM SUPPORT - HEALTHCARE 2500 NEW IMAGE YOUTH CENTER 212 S PARRAMORE AVE ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - YOUTH 1000 NORTHLAND CHURCH 522 DOG TRACK RD LONGWOOD FL 32750 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 OPERA ORLANDO INC PO BOX 533974 ORLANDO FL 32853 NONE PC PROGRAM SUPPORT - ARTS 10000 ORANGE COUNTY SHERIFF'S OFFICE PO BOX 1440 ORLANDO FL 328021440 NONE GOV PROGRAM SUPPORT - SOCIAL SERVICES 5000 ORLANDO UNION RESCUE MISSION 1521 W WASHINGTON ST ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 3000 ORLANDO BALLET INC 600 N LAKE FORMOSA DR ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 255000 ORLANDO DAY NURSERY 626 LAKE DOT CIR ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 ORLANDO MUSEUM OF ART INC 2416 N MILS AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 37500 ORLANDO NEIGHBORHOOD IMPROVEMENT CORPORATION 101 S TERRY AVE ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 ORLANDO PHILHARMONIC ORCHESTRA INC (THE) 425 N BUMBY AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 75000 ORLANDO REPERTORY THEATRE INC 10010 E PRINCETON ST ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 15000 ORLANDO SHAKESPEARE THEATER INC 812 E ROLLINS ST STE 100 ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS 5000 ORLANDO SPORTS FOUNDATION INC 121 S ORANGE AVE STE 1500 ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - YOUTH 4000 OSCEOLA COUNTY COUNCIL ON AGING INC 1 COURTHOUSE SQUARE STE 4700 KISSIMMEE FL 34741 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 PARKINSON ASSOCIATION OF CENTRAL FLORIDA PO BOX 3337 WINTER PARK FL 327903337 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 PET ALLIANCE OF GREATER ORLANDO INC 2727 CONROY RD ORLANDO FL 32839 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 6000 SALVATION ARMY (THE) 416 W COLONIAL DR ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 110000 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC 411 MERCY DR ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 21000 SENIORS FIRST INC 5395 L B MCLEOD RD ORLANDO FL 32811 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 50000 ST MARGARET MARY CHURCH 526 N PARK AVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 ST PAUL'S CATHEDRAL 317 MULLALLY ST DAYTONA BEACH FL 32114 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 SUNSYSTEM DEVELOPMENT CORP 550 E ROLLINS ST 6TH FLR ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - HEALTHCARE 16000 SUZERAIN 105 GRIST MILL CT LEXINGTON SC 29072 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC 4780 DATA CT ORLANDO FL 32817 NONE PC PROGRAM SUPPORT - HEALTHCARE 250000 WSHINGTON SHORES PRESBYTERIAN CHURCH 3600 ROGERS DR ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 WELBOURNE AVENUE NURSERY AND PRESCHOOL 450 WELBOURNE AVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 5000 WINTER PARK DAY NURSERY INC 741 S PENNSYLVANIA AVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 5000 YOUNG SURVIVAL COALITION INC 80 BROAD ST STE 1700 NEW YORK NY 10004 NONE PC PROGRAM SUPPORT - HEALTHCARE 1000 YOUNG VOICES 655 15TH ST NW STE 800 WASHINGTON DC 20005 NONE PC PROGRAM SUPPORT - YOUTH 5000 2822264 14 85 14 604522 16 100 14 4178 18 3812247 4421132 4421132 false false false false false false false false false false BDO USA, LLP 7350 2940 0 4410 ACTUAL ADMINISTRATIVE AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE FOUNDATION'S CHARITABLE ACTIVITY EXCEED THE 1 1/2% OF THE FAIR MARKET VALUE OF ALL ASSETS. FYE 5/31/2017 $778,551 FYE 5/31/2018 $1,786,600 FYE 5/31/2019 $1,996,844 FYE 5/31/2020 $2,009,374 FYE 5/31/2021 $2,198,654 AVERAGE $1,754,005 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $1,578,604 INTERNATIONAL GROWTH 2857565 4886652 LARGE CAP VALUE 1832218 2707589 MID-CAP INDEX 355855 1424472 LARGE CAP GROWTH 717706 2787453 INTERNATIONAL STOCK 1852228 2412660 INTL EQTY - EM LOW VOLATILITY 384941 442827 INTL EQTY - LOW VOLATILITY 1584908 1856502 SMALL CAP VALUE 938913 1782156 SMALL CAP GROWTH 1222200 1643907 FIXED INCOME - DODGE & COX 8321019 8682080 S&P 500 6121142 11425760 INTERNATIONAL VALUE 3383413 4651188 GLOBAL - FIXED 3344095 3647857 ING 2173531 2008405 INTERNATIONAL EQUITY VALUE INTERNATIONAL EQUITY HASSON LAW GROUP 855 855 0 0 MATERIALS & CONTRACTS 61726 0 0 61726 DUES & SUBSCRIPTIONS 52845 0 0 52845 OFFICE EXPENSES 16735 133 0 16602 ADVERTISING & PROMOTION 11535 0 0 11535 INSURANCE 3074 1537 0 1537 MEALS & ENTERTAINMENT 1570 0 0 1570 Other Income 4178 4178 0 LEASE DEPOSITS 3000 3000 LIFT ORLANDO INC MORTGAGE RECEIVABLE 3100000 381569 2015-05 2021-06 OVER THREE YEAR PERIOD 1. LAND REDUCE HOUSING INEQUITY IN HISTORICALLY AFRICAN (PURPOSE OF LOAN CONT'D-AMERICAN NEIGHBORHOOD) LNS ARCHITECTURAL FEE 6200 0 0 6200 EXCISE TAXES 21864 0 0 0 TAXES - LICENSES 611 611 0 0