2026-04-03T15:11:46-05:00 2025-05-31 590548468 PURVIS GRAY & COMPANY LLP 507 N NEW YORK AVE 200 WINTER PARK FL 32789 990PF 2024-06-01 596135403 THE DR P PHILLIPS FOUNDATION DRPP 4074226105 PO BOX 692709 ORLANDO FL 328692709 KENNETH D ROBINSON PRESIDENT 4074226105 2026-04-03 1 1 DAVID LEE CPA P00283801 3215944112 2026-04-03 2024 2025-03-06 01:10:19Z X 57697844 X X 23933 23933 907428 907428 9100 9100 9100 3163333 13626117 3163333 4103794 4103794 5750 0 5750 153 0 153 13250 5350 7900 10000 0 10000 27066 61 0 14188 0 14188 166598 1508 165090 237005 6919 203081 1992150 1992150 2229155 6919 2195231 1874639 4096875 441537 1041926 1041926 560497 94159 94159 46061 67983 67983 34548201 36266742 47566077 8927699 8927699 8927699 8927699 44523995 46398509 57697844 125 3000 3000 3125 3000 X 0 0 0 0 44520870 46395509 44520870 46395509 44523995 46398509 44520870 1874639 0 46395509 0 46395509 PUBLICLY TRADED SECURITIES P 13626117 10462784 3163333 3163333 3163333 56947 0 56947 0 56947 67290 0 0 0 67290 372 9971 9971 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 WWW.DRPHILLIPS.ORG KENNETH D ROBINSON 4074226105 PO BOX 692709 ORLANDO FL 328692709 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH D ROBINSON PO BOX 692709 ORLANDO FL 328692709 PRESIDENT/CEO/DIRECT 12.00 1000 0 0 EM TUKDARIAN PO BOX 692709 ORLANDO FL 328692709 TREASURER/ASST SEC. 8.00 0 0 0 STEVEN CASTINO PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 6.00 625 0 0 TODD BURNETT PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 4.00 1750 0 0 TERRY W PRATHER PO BOX 692709 ORLANDO FL 328692709 CHAIRMAN/DIRECTOR 12.00 1375 0 0 THOMAS J WILLIAMS PO BOX 692709 ORLANDO FL 328692709 COO/ EXEC. VICE PRES., ASSISTANT TREAS 8.00 0 0 0 JOHN W HILLENMEYER PO BOX 692709 ORLANDO FL 328692709 DIRECTOR 12.00 750 0 0 KATE MARTIN PO BOX 692709 ORLANDO FL 328692709 SECRETARY 6.00 0 0 0 HARVEY BURNETT PO BOX 692709 ORLANDO FL 328692709 MEMBER 1.00 250 0 0 NONE 0 NONE 0 ADVANCE AGRICULTURAL, EDUCATION/ENTREPRENEURSHIP IN PUBLIC SCHOOLS; FACILITATE FOOD DISTRIBUTION TO 7 NONPROFIT ORGANIZATIONS THAT SERVE OVER 1,000 UNDERPRIVILEGED CHILDREN. 57180 PROVIDE ACCESS TO CLOUD-BASED SOFTWARE TO REDUCE TIME SPENT BY CENTRAL FLORIDA NONPROFIT ORGANIZATIONS APPLYING FOR GRANTS, RESULTING IN GREATER MISSION FOCUS AT LOWER ADMINISTRATIVE COST. ANOTHER EXPECTED RESULT IS TO IMPROVE DECISION-MAKING AND MAXIMIZE GRANT-MAKING IMPACT. 30675 COMMUNITY MEDIA COMMUNICATIONS IN THE FORM OF MAGAZINE ARTICLES AND NEWSLETTERS TO RAISE AWARENESS OF CENTRAL FLORIDA PHILANTHROPIC ORGANIZATIONS TO ASSIST THEM IN ACHIEVING THEIR MISSION. 19700 0 46913798 821791 0 47735589 0 0 47735589 1956357 45779232 2288962 2288962 56947 56947 2232015 20000 2252015 0 2252015 2195231 0 2195231 2252015 0 0 60117 60117 2195231 0 0 0 2195231 0 56784 56784 3333 0 0 0 0 0 0 0 3333 3333 THE DR P PHILLIPS FOUNDATION PO BOX 692709 ORLANDO FL 328692709 4074226015 SEE ATTACHED ADDITIONAL STATEMENT SEE ATTACHED ADDITIONAL STATEMENT SEE ATTACHED ADDITIONAL STATEMENT 100 BLACK MEN OF GREATER ORLANDO INC PO BOX 547863 ORLANDO FL 32854 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 8 CENTS IN A JAR INC 581 N PARK AVE UNIT 8 APOPKA FL 327048602 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 7500 8 WAVES CORPORATION 413 S DILLARD ST WINTER GARDEN FL 347873595 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 ALIANZA CENTER INC 10524 MOSS PARK RD SUITE 204-625 ORLANDO FL 32832 NONE PC PROGRAM SUPPORT - EDUCATION 5000 ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 2170 W STATE ROAD 434 STE 300 LONGWOOD FL 32779 NONE PC PROGRAM SUPPORT - HEALTHCARE 26000 ANNIKA FOUNDATION INC 1257 WORCESTER RD 254 FRAMINGHAM MA 01701 NONE PC PROGRAM SUPPORT - HEALTHCARE 15000 ASPIRE HEALTH PARTNERS INC 5151 ADANSON ST STE 201 ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - HEALTHCARE 7500 BEST BUDDIES INTERNATIONAL INC 100 SE 2ND ST STE 2200 MIAMI FL 33131 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 27500 BOY SCOUTS OF AMERICA CENTRAL FLORIDA COUNCIL 1951 S ORANGE BLOSSOM TRL STE 102 APOPKA FL 32703 NONE PC PROGRAM SUPPORT - YOUTH 20569 BOYS TOWN CENTRAL FLORIDA INC 975 OKLAHOMA ST OVIEDO FL 327659104 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 6300 BREAD OF LIFE FELLOWSHIP INC PO BOX 1159 OCOEE FL 347611159 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 BXI FOUNDATION INC PO BOX 585917 ORLANDO FL 32858 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 2500 CANINE COMPANIONS FOR INDEPENDENCE 2965 DULTON AVENUE SANTA ROSA CA 95407 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 25000 CAPITAL RESEARCH CENTER 1513 16TH ST NW WASHINGTON DC 200361480 NONE PC PROGRAM SUPPORT - FREE ENTERPRISE SYSTEM & ENTREPRENEURSHIP 15000 CENTER FOR INDEPENDENT LIVING IN CENTRAL FLORIDA INC 720 N DENNING DR WINTER PARK FL 327893020 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 CENTRAL BREVARD SHARING CENTER INC PO BOX 3363 COCOA FL 329243363 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 CENTRAL FLORIDA DIAPER BANK INC 1041 CROWN PARK CIRCLE WINTER GARDEN FL 34787 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 CENTRAL FLORIDA VOCAL ARTS PO BOX 363 WINTER PARK FL 327900363 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 5000 CLEAN THE WORLD FOUNDATION INC PO BOX 622620 ORLANDO FL 328622620 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 CROHN'S & COLITIS FOUNDATION INC 733 THIRD AVENUE 510 NEW YORK NY 10017 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 DELANEY STREET BAPTIST CHURCH 1919 DELANEY AVE ORLANDO FL 328063005 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 DOWN SYNDROME FOUNDATION OF FLORIDA INC PO BOX 533462 ORLANDO FL 32853 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 DOWNTOWN ARTS DISTRICT INC 39 S MAGNOLIA AVE ORLANDO FL 328012603 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 2500 EDGEWOOD CHILDREN'S RANCH INC 1451 EDGEWOOD RANCH RD ORLANDO FL 32835 NONE PC PROGRAM SUPPORT - YOUTH 57500 EDIBLE EDUCATION EXPERIENCE INC 26 E KING ST ORLANDO FL 328044558 NONE PC PROGRAM SUPPORT - EDUCATION 45000 FAMILY PROMISE OF GREATER ORLANDO INC 1000 CLAY ST WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 25000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 FELLOWSHIP OF FAITH MINISTRY 2036 36TH ST ORLANDO FL 32839 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 1000 FLORIDA SAFETY COUNCIL INC 1505 E COLONIAL DR ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - EDUCATION 8000 FLORIDA STATE UNIVERSITY FOUNDATION INC 325 W COLLEGE AVE TALLAHASSEE FL 323011403 NONE PC PROGRAM SUPPORT - EDUCATION 5000 FOLDS OF HONOR FOUNDATION- NORTH FLORIDA CHAPTER 5971 N PATRIOT DRIVE OWASSO OK 74055 NONE PC PROGRAM SUPPORT - EDUCATION 100000 FORWARD PERFORMING ARTS INC 2935 S FISH HATCHERY ROAD 401 MADISON WI 537116434 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 1000 FOUNDATION FINANCIAL OFFICERS GROUP INC 19 MANTUA RD MOUNT ROYAL NJ 080611006 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 FOUNDATION FOR FOSTER CHILDREN INC 2265 LEE ROAD SUITE 203 WINTER PARK FL 327891860 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 15000 FRIENDS OF LEU GARDENS INC 1920 N FOREST AVE ORLANDO FL 328031537 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 GET COOKING INCORPORATED 8821 ARRABIDA LN ORLANDO FL 328368869 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 GLIDING STARS OF CENTRAL FLORIDA INC PO BOC 162711 ALTAMONTE SPRINGS FL 327162711 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 1500 GRACE MEDICAL HOME INC 1417 E CONCORD ST ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - HEALTHCARE 162500 GRAND AVENUE ECONOMIC COMMUNITY DEVELOPMENT CORP 3200 W COLONIAL DR ORLANDO FL 328088023 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 HALL OF FAME FOUNDATION INC PO BOX 568234 ORLANDO FL 328568234 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 HATE ENDS NOW 22044 MONTEBELLO DR BOCA RATON FL 334334120 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 HEBNI NUTRITION CONSULTANTS INC 2009 W CENTRAL BLVD ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 HIGHLANDS CASHIERS HEALTH FOUNDATION PO BOX 742 HIGHLANDS NC 28741 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 HISPANIC BUSINESS INITIATIVE FUND INC 3201 E COLONIAL DR UNIT A20 ORLANDO FL 328035174 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 3000 HOME BUILDERS INSTITUTE 1201 15TH STREET NW FLOOR 6 WASHINGTON DC 200052899 NONE PC PROGRAM SUPPORT - EDUCATION 65000 INDIGNITY INC 424 E CENTRAL BLVD 199 ORLANDO FL 328011923 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 JACK & LEE ROSEN JEWISH COMMUNITY CENTER INC 11184 S APOPKA VINELAND RD ORLANDO FL 328366150 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 10000 JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC (THE) 100 N DUVAL ST TALLAHASSEE FL 32301 NONE PC PROGRAM SUPPORT - FREE ENTERPRISE SY 20000 JOBS PARTNERSHIP OF FLORIDA INC 2250 LEE RD STE 201 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 77500 KIDS BUILDING CHARACTER INC 2418 SILVER STAR ROAD ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 10000 LIFEBOAT PROJECT INC 829 VOTAW RD APOPKA FL 327034484 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 LIFT ORLANDO INC 710 SOUTH TAMPA AVE STE 209 ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 160000 LITTLE RADICAL THEATRICS INC 10372 OAKVIEW POINTE TERRACE GOTHA FL 34734 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 2500 LIZ'S LEGACY INC PO BOX 155 WINDERMERE FL 34786 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 LOVE OUR YOUTH INC 13867 PHOENIX DR ORLANDO FL 328289333 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 MENTAL HEALTH ASSOCIATION OF CENTRAL FLORIDA INC 605 E ROBINSON ST STE 450 ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - HEALTHCARE 10000 MUSTARD SEED OF CENTRAL FLORIDA INC (THE) 12 MUSTARD SEED LN ORLANDO FL 328106271 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 NEED TO READ INC 8053 GILLIAM RD APOPKA FL 327038968 NONE PC PROGRAM SUPPORT - EDUCATION 2500 NEW HOPE FOR KIDS INC 544 MAYO AVE MAITLAND FL 327514573 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 NEW IMAGE YOUTH CENTER INC 214 S PARAMORE AVE ORLANDO FL 32805 NONE PC PROGRAM SUPPORT - YOUTH 17500 NO LIMIT HEALTH AND EDUCATION INC 338 N MAGNOLIA AVE ORLANDO FL 32801 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 NOBILO FOUNDATION (THE) 9460 THURLOE PLACE ORLANDO FL 32827 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 781 NUTURE PLACE INC (THE) 232 SOUTH DILLARD STREET SUITE 220 WINTER GARDEN FL 34787 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 ORLANDO DAY NURSERY ASSOCIATION INC 626 LAKE DOT CIR ORLANDO FL 328011119 NONE PC PROGRAM SUPPORT - EDUCATION 5000 ORLANDO FAMILY STAGE INC 1001 EAST PRINCETON STREET ORLANDO FL 328031451 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 10000 ORLANDO MUSEUM OF ART INC 2416 N MILLS AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 22500 ORLANDO PHILHARMONIC ORCHESTRA INC (THE) 425 N BUMBY AVE ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 135000 ORLANDO SCIENCE CENTER INC 777 E PRINCETON STREET ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 250000 PAGE 15 INC PO BOX 533709 ORLANDO FL 32853 NONE PC PROGRAM SUPPORT - EDUCATION 10000 PATHWAY HOME OF FLORIDA INC 7751 KINGSPOINTE PARKWAY SUITE 127-B ORLANDO FL 32819 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 PET ALLIANCE OF GREATER ORLANDO INC 333 S GARLAND AVENUE 13TH FLOOR ORLANDO FL 32839 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 PHILANTHROPY ROUNDTABLE (THE) 1120 20TH ST NW SUITE 400N WASHINGTON DC 200363596 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 10000 POVERTY SOLUTIONS GROUP INC 1000 LINCOLN TERRACE WINTER GARDEN FL 347872928 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 PRIMROSE CENTER INC 2733 SOUTH FERNCREEK AVENUE ORLANDO FL 32806 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 56000 ROLLINS COLLEGE 1000 HOLT AVE - CB 2715 WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 10000 SALVATION ARMY (THE) 416 W COLONIAL DR ORLANDO FL 32804 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 SAMARITAN VILLAGE INC PO BOX 149599 ORLANDO FL 32814 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 7500 SHE-LION FOUNDATION INC 4417 13TH STREET SUITE 142 ST CLOUD FL 347696724 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 5000 SOCIETY OF ST ANDREW INC (THE) 406 EAST AMELIA STREET ORLANDO FL 32803 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 SOLES4SOULS MSC 7545 PO BOX 415000 NASHVILLE TN 37241 NONE PC PROGRAM SUPPORT - CHILDREN & YOUTH 20000 SPECIAL HEARTS FARM INC 1100 EAST MAPLE STREET WINTER GARDEN FL 34787 NONE PC PROGRAM SUPPORT - EDUCATION 5000 SPECIAL OLYMPICS FLORIDA INC 1915 DON WICKHAM DR CLERMONT FL 347111915 NONE PC PROGRAM SUPPORT - HEALTHCARE 10000 TIMUCUA ARTS FOUNDATION INC 2000 S SUMMERLIN AVE ORLANDO FL 328064050 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 5000 TOWN OF EATONVILLE 307 EAST KENNEDY BLVD EATONVILLE FL 32751 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES -20000 TRUE NORTH FOUNDATION INC 530 DOG TRACK ROAD LONGWOOD FL 32750 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 2500 UNITED AGAINST POVERTY INC 1400 27TH ST VERO BEACH FL 32960 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 20000 UNITED CEREBRAL PALSY OF CENTRAL FLORIDA INC 4780 DATA COURT ORLANDO FL 32817 NONE PC PROGRAM SUPPORT - HEALTHCARE 210000 UNITED NEGRO COLLEGE FUND INC 429 S KELLER ROAD SUITE 210 ORLANDO FL 32810 NONE PC PROGRAM SUPPORT - EDUCATION 10000 VICTORY CUP INITIATIVE INC 333 BRIARWOOD DRIVE WINTER PARK FL 32789 NONE PC PROGRAM SUPPORT - EDUCATION 20000 WINTER PARK DAY NURSERY INC 741 S PENNSYLVANIA AVE WINTER PARK FL 327895049 NONE PC PROGRAM SUPPORT - EDUCATION 7000 WINTER PARK INSTITUTE INC PO BOX 1822 WINTER PARK FL 327901822 NONE PC PROGRAM SUPPORT - ARTS & CULTURE 10000 YOUNG SURVIVAL COALITION INC 405 LEXINGTON AVENUE 26TH FLOOR NEW YORK NY 10174 NONE PC PROGRAM SUPPORT - HEALTHCARE 5000 ZEBRA YOUTH INC 911 N MILLS AVE ORLANDO FL 328033229 NONE PC PROGRAM SUPPORT - SOCIAL SERVICES 5000 1992150 0 14 23933 14 907428 16 9100 18 3163333 0 4103794 0 4103794 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13250 5350 7900 SEE ATTACHED ADDITIONAL STATEMENT. INTERNATIONAL GROWTH 3361498 4201608 LARGE CAP VALUE 2230119 2811498 MID-CAP INDEX 592958 1008960 LARGE CAP GROWTH 1234340 2902999 INTERNATIONAL STOCK 3003078 3820810 SMALL CAP VALUE 906053 1115928 SMALL CAP GROWTH 1513795 1581653 FIXED INCOME - DODGE & COX 10487499 9808482 S&P 500 6531968 12476342 INTERNATIONAL VALUE 2638174 3845902 PRIVATE DEBT 1657201 1735191 INTERNATIONAL EQUITY 2110059 2256704 INSURANCE 2768 1384 1384 OFFICE EXPENSES 34290 124 34166 ADVERTISING AND PROMOTION 16240 0 16240 DUES & SUBSCRIPTIONS 29250 0 29250 MATERIALS AND CONTRACTS 78834 0 78834 MEALS AND ENTERTAINMENT 5216 0 5216 LEASE DEPOSITS 3000 3000 PROFESSIONAL FEES - OTHER 10000 0 10000 LICENSES 61 61 0 EXCISE TAXES 27005 0 0