2024-08-07T10:48:51-04:00 2023-12-31 590548468 PURVIS GRAY & COMPANY LLP 507 N NEW YORK AVENUE 200 WINTER PARK FL 32789 990PF 2023-01-01 590669460 WINTER PARK HEALTH FOUNDATION INC WINT 4076442300 220 S EDINBURGH DR WINTER PARK FL 327924160 PATRICIA A MADDOX PRES & CEO 4076442300 2024-08-07 true true DAVID P LEE CPA P00283801 3215944112 2024-08-07 2023 2024-08-08 14:25:15Z X 140493987 X 5655 2244501 2244501 64361 64361 64361 4206643 31789902 4206643 2281551 8802711 6515505 355226 355226 2097223 61279 2035944 673602 13764 659838 28238 28238 52050 52050 812467 752162 60305 281077 269519 3423 185504 997938 64361 15180 49181 49110 49110 161683 161683 3591168 3591168 9433662 845808 7228247 1457197 1457197 10890859 845808 8685444 -2088148 5669697 900 900 900 5793819 3346400 3346400 8230 10831 8230 8230 586096 723662 723662 5490234 7234051 7234051 77577213 83203893 83203893 14971262 15322596 15322596 36956948 6723872 31135849 30233076 30233076 332475 421179 421179 135898679 140493987 140493987 803587 964596 112458 128867 14379961 12799938 15296006 13893401 X 112444722 118160624 8157951 8439962 120602673 126600586 135898679 140493987 120602673 -2088148 8379179 126893704 293118 126600586 SEE PART IV SCHEDULE P 31789902 27583259 4206643 4206643 4206643 78809 78809 78809 75000 5151 80151 X 188 1154 1154 false false false false false false false true true FL true false false true false true WWW.WPHF.ORG RON LAMBERT 4076442300 220 S EDINBURGH DR 220 S EDINBURGH DR WINTER PARK FL 327924160 false false false false true false false false false false false false false false false false false false false false false E ANNE MCGEE EDD 220 S EDINBURGH DRIVE WINTER PARK FL 32792 CHAIRMAN 5.00 0 0 0 JUDITH BURNETT PHD 220 S EDINBURGH DRIVE WINTER PARK FL 32792 SECRETARY 2.00 0 0 0 GARRETT JONES 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TREASURER 2.00 0 0 0 SAM STARK 220 S EDINBURGH DR WINTER PARK FL 327924160 PAST CHAIRMA 2.00 0 0 0 PATRICIA A MADDOX 220 S EDINBURGH DRIVE WINTER PARK FL 32792 PRES & CEO 40.00 355226 57725 4800 ARIANNA BECKER DO 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 BETSY GARDNER ECKBERT 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 SANDY HOSTETTER 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 TONI JENNINGS 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 MARITZA MARTINEZ-GUERRERO MA MBA 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 KAREN VAN CAULIL PHD 220 S EDINBURGH DRIVE WINTER PARK FL 32792 TRUSTEE 2.00 0 0 0 RONALD N LAMBERT 220 S EDINBURGH DRIVE WINTER PARK FL 32792 CFO 40.00 245112 55055 DEBRA L WATSON 220 S EDINBURGH DRIVE WINTER PARK FL 32792 EXECUTIVE VP 40.00 244148 48592 MATTHEW NOE 220 S EDINBURGH DRIVE WINTER PARK FL 32792 SR. DIR CHWB 40.00 149320 41404 ROBIN PARENT 220 S EDINBURGH DRIVE WINTER PARK FL 32792 CONTROLLER 40.00 143548 41404 ALICE L HOCK 220 S EDINBURGH DRIVE WINTER PARK FL 32792 SR DIR COM I 40.00 99353 45320 11 POWER WELLNESS MANAGEMENT LLC 851 OAK CREEK DRIVE LOMBARD IL 60148 MANAGEMENT CO. 1339518 FIDUCIENT ADVISORS PO BOX 856577 MINNEAPOLIS MN 55485 INVESTMENT CONS 113000 THE LONDON COMPANY 1801 BAYBERRY COURT 301 RICHMOND VA 23226 INVESTMENT MAN. 77921 DUPONT VENTURES LLC 1405 S FERN STREET 94420 ARLINGTON VA 22202 SOFTWARE CONSUL 57518 BROWN ADVISORY 901 S BOND STREET 400 BALTIMORE MD 21231 INVESTMENT MAN. 53914 1 CENTER FOR HEALTH & WELLBEING (STMT 22) 2374826 COMMUNITY PROGRAM FACILITIES (STMT 22) 933282 WELLBEING IN THE COMMUNITY (STMT 22) 459126 N/A 102489977 958937 0 103448914 103448914 1551734 101897180 5094859 5094859 78809 78809 5016050 10663 5026713 5026713 8685444 109104 8794548 5026713 13815801 7320465 2521288 696350 2425369 26779273 8794548 5026713 3767835 30547108 0 13815801 16731307 7320465 2521288 696350 2425369 3767835 PATRICIA A MADDOX 220 S EDINBURGH DR WINTER PARK FL 327924160 4076442300 PMADDOX@WPHF.ORG 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 23 220 S EDINBURGH DR WINTER PARK FL 327924160 NONE SEE STATEMENT 23 1457197 1457197 14 2244501 16 64361 64361 18 4206643 PROGRAM SERVICE REV.- CENTE 2264344 LEASE REVENUE 17207 6515505 2345912 8861417 5B THE FOUNDATION LEASES REAL PROPERTY FOR NOMINAL RENT TO 5B IRC SECTION 501(C)(3) ORGANIZATION EASTER SEALS FLORIDA, 5B THAT PROVIDES SERVICES IN THE FOUNDATION'S FOCUS AREAS TO 5B RESIDENTS IN THE FOUNDATION'S AREA OF INTEREST false false false false false false false false false false X X 1 CAROLINE G PLANT TRUST C/O SUNTRUST GROUP PO BOX 3838 WINTER PARK FL 32802 5205 X ACCOUNTING FEES 52050 52050 BUILDING 749242 749242 BUILDING IMPROVEMENTS 26798 27713 COMPUTER EQUIPMENT 57220 58160 FITNESS EQUIPMENT 88849 70945 FACILITY EQUIPMENT 32609 37229 FURNITURE & FIXTURES 32451 50776 OFFICE EQUIPMENT 3959 3873 SOFTWARE 1317 CORPORATE BONDS (SEE STMT 20) 15322596 15322596 CORPORATE STOCK (SEE STMT 20) 83203893 83203893 LAND, BUILDING, AND EQUIPMENT 36956948 6723872 30233076 30233076 LEGAL FEES 28238 28238 TERM LOAN NOTE- TD BANK 12799938 SUN HEALTH STOCK 2275 2275 2275 DEPOSITS- REFUNDABLE 4954 4954 4954 DUE FROM RELATED PARTY 325246 413950 413950 IN-KIND RENTAL EXPENSE 208518 IN-KIND LAND LEASE 84600 EXPENSES BAD DEBTS 19356 19356 BANK CHARGES 93201 93201 CONTRACTED STAFF 1397235 1397235 DUES & SUBCRIPTIONS 44905 44905 EMPLOYEE RECRUITING 18906 18906 INSURANCE 121844 121844 LEASED EQUIPMENT 16862 16862 MANAGEMENT FEES 130500 130500 MEMBER ASSESSMENT EXPENSES 898756 898756 MINOR EQUIPMENT 19315 19315 MISCELLANEOUS EXPENSE 2382 2382 OFFICE SUPPLIES 18413 18413 PAYROLL PROCESSING SERVICE 62345 62345 POSTAGE 2931 2931 PROGRAM EXPENSE 172699 172699 REPAIRS & MAINTENANCE 254392 254392 SOFTWARE SUBSCRIPTIONS/ MAINT 235095 235095 STAFF TRAINING 6647 6647 UTILITIES 75384 75384 PROGRAM SERVICE REV.- CENTER 2264344 2264344 LEASE REVENUE 17207 17207 IN-KIND RENTAL INCOME 208518 IN-KIND LAND LEASE 84600 UNREALIZED GAIN ON INVESTMENTS 8086061 INVESTMENT FEES 752162 752162 CONSULTANTS 60305 60305 TAXES & LICENSES 19562 19562 PAYROLL TAXES 169365 3423 165942 EXCISE TAXES 80592 CENTER FOR HEALTH AND WELLBEING COM 220 S EDINBURGH DR WINTER PARK FL 327924160 833479927 COMMERCIAL CONDO ASSOCIATION 1 1