2022-12-22T14:57:38-06:00 2021-12-31 BDO USA LLP 450 S ORANGE AVE SUITE 550 ORLANDO FL 32801 990PF 2021-01-01 590669460 WINTER PARK HEALTH FOUNDATION INC % RON LAMBERT WINT 4076442300 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PATRICIA A MADDOX President & CEO 4076442300 2022-09-20 true PATRICIA A MADDOX 999009999 Jacob Cook P01240455 4078416930 3 2021 2022-09-23 18:48:47Z X 158422694 X 1339026 1974596 1974596 54262 54262 0 54262 6717024 38468768 6717024 1334875 11419783 8745882 0 324842 324842 1442202 56673 1385529 390304 13648 376656 46208 0 0 46208 38294 0 0 38294 831131 780950 50181 317688 285884 3048 167778 1009127 54262 12498 41764 31185 31185 151539 151539 3167501 3027082 8090167 866817 0 5641058 677499 776998 8767666 866817 0 6418056 2652117 7879065 0 900 900 900 2285752 2884271 2884271 7534 8423 7534 7534 629430 617714 617714 9900969 7279665 7279665 74166299 96551704 96551704 32854111 18803248 18803248 36808761 4771110 32902515 32037651 32037651 151303 240007 240007 152899702 158422694 158422694 833423 971168 182950 83450 114562 102000 16780078 15927510 316662 18227675 17084128 X 126780605 131924721 7891422 9413845 134672027 141338566 152899702 158422694 134672027 2652117 4280342 141604486 265920 141338566 INVESTMENTS - SEE ATTACHMENT 35 38468768 31751744 6717024 6717024 6717024 109519 109519 109519 114906 0 114906 X 422 4965 4965 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 true 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 PATRICIA A MADDOX 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PRESIDENT & CEO 40.0 324842 54186 4800 HAROLD W BARLEY 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.0 0 0 0 Judith Burnett 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 Purnell-Engram BSN RN MBA 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 226688 54591 0 DEBRA L WATSON 220 EDINBURGH DRIVE WINTER PARK FL 32792 EXECUTIVE VICE PRES 40.0 226135 47457 0 DIANA SILVEY 220 EDINBURGH DRIVE WINTER PARK FL 32792 VICE PRES - CHWB 40.0 195918 48788 0 ROBIN PARENT 220 EDINBURGH DRIVE WINTER PARK FL 32792 CONTROLLER 40.0 132156 48156 0 MELODIE GRIFFIN 220 EDINBURGH DRIVE WINTER PARK FL 32792 COMM. OUTREACH DIR. 40.0 92111 14423 0 3 Power Wellness Management LLC 851 Oak Creek Drive LOMBARD IL 60148 Wellness Ctr Mgt Co 1206514 Collette's Clean Eats 277 red poppy court LONGWOOD FL 32750 restaurant mgmt co. 258896 Income Research Management Inc PO Box 418868 BOSTON MA 02241 Investment Manager 91903 The London Company 1801 Bayberry Court RICHMOND VA 23226 Investment Manager 88332 Fiducient Advisors PO Box 856577 MINNEAPOLIS MN 55485 Investment Consult 84750 2 WELLBEING IN THE COMMUNITY (STMT 36) 562489 CENTER FOR HEALTH & WELLBEING PROGRAMMING (STMT 36) 2084562 COMMUNITY PROGRAM FACILITIES (STMT 36) 833673 N/A 119010566 1068562 0 120079128 0 120079128 1801187 118277941 5913897 5913897 109519 109519 5804378 58768 5863146 5863146 6418056 0 141440 0 0 6559496 5863146 0 2019 2018 2017 0 2341930 3660371 13815801 7320465 2521288 29659855 6559496 0 5863146 696350 30356205 0 0 0 0 2341930 28014275 3660371 13815801 7320465 2521288 696350 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 STATEMENT 37 220 S EDINBURGH DRIVE winter park FL 32792 NONE SEE ATTACHED 677499 677499 CURRENT YEAR GRANT EXPENSE TO BE PAID IN FUTURE 220 S EDINBURGH DRIVE WINTER PARK FL 32792 NONE SEE ATTACHED 0 83450 14 1974596 16 54262 18 6717024 MISCELLANEOUS 1334875 10026495 54262 10080757 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 Susan Lynn Felder Irrevocable Trust 3580 Kinley Brooke Lane Clermont FL 34711 1010120 X 2 Kathleen Benham PO Box 187 Winter Park FL 32790 5000 X ACCOUNTING 38294 38294 CORPORATE BONDS 18803248 18803248 STOCKS 18107238 18107238 MUTUAL FUNDS 78444466 78444466 7279665 7279665 LEGAL 46208 46208 TERM LOAN NOTE - TD BANK 15927510 NON-REVOLVING CREDIT NOTE 0 SUN HEALTH STOCK 2275 2275 2275 DEPOSITS - REFUNDABLE 1190 1190 1190 DUE FROM RELATED PARTY 147838 236542 236542 IN-KIND RENTAL EXPENSE 181320 IN-KIND LAND LEASE 84600 REPAIRS AND MAINTENANCE 217651 217651 INSURANCE 102268 102268 LEASED EQUIPMENT 19221 19221 MINOR EQUIPMENT 16899 16899 OFFICE SUPPLIES 13242 13242 POSTAGE AND DELIVERY 1852 1852 CONTRACTED STAFF 1532757 1532757 DUES AND SUBSCRIPTIONS 37913 37913 PAYROLL SERVICE 43375 43375 UTILITIES 73212 73212 PROGRAM EXPENSE 65906 65906 MANAGEMENT FEES 105700 105700 BANK SERVICE CHARGES 103760 103760 AMORTIZATION 2674 0 STAFF TRAINING 10074 10074 DONATIONS 3174 3174 MISCELLANEOUS 24495 24495 STAFF SUPPLEMENTAL 9797 9797 MEMBER ASSESSMENT EXPENSES 783531 783531 ACC/CASH ADJ FOR CHAR EXPENSE -137745 PROGRAM SERVICE REVENUE - CENTER 1316737 LEASE REVENUE 18138 IN-KIND RENTAL INCOME 181320 IN-KIND LAND LEASE 84600 UNREALIZED GAIN ON INVESTMENTS 3964422 PRIOR PERIOD ADJUSTMENT 50000 INVESTMENT 780950 780950 CONSULTANTS 50181 50181 PAYROLL 111619 3048 108571 EXCISE TAXES 115058 LICENSES 59207 59207 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