WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION INC (EIN 23-7414048)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2019-02-07
- IRS object ID
- 201910389349300711
- Schema version
- 2017v2.3
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-07T08:52:38-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263762434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSKINS QUIROS OSBORNE LABEAUME CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 926 LAKE BALDWIN LN | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237414048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER RETIREMENT COMMUNITIES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4078395050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 W LUCERNE CIRCLE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY T KEITH | PersonNm |
| Person Title | SENIOR VP/TREASURER | PersonTitleTxt |
| Phone | 4078395050 | PhoneNum |
| Signature | 2019-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL K HOSKINS | PreparerPersonNm |
| PTIN | P00533774 | PTIN |
| Phone | 4072773000 | PhoneNum |
| Preparation | 2019-02-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-07 | IPDt |
| IP Tm | 08:52:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D0280A0F7BC3FECD0BDDAC7B68987F93B77BE44 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CCCA9011C19B24D830D07A6325CD33DBF1792E80 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY T KEITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 W LUCERNE CIRCLE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,015,776 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION SEPARATE FROM WESTMINSTER RETIREMENT COMMUNITIES, INC. AND ITS AFFILIATES, ESTABLISHED TO PROVIDE CHARITABLE FUNDS FOR THE SUPPORT OF NEEDY PERSONS, PROJECTS, AND PROGRAMS AT RETIREMENT COMMUNITIES AND HEALTH CARE FACILITIES OWNED, OPERATED AND MANAGED BY WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ALL ENDOWMENT FUNDS, BENEVOLENT ASSISTANCE FOR RESIDENTS, INVESTMENTS, AND CERTAIN RELATED LIABILITIES ARE MAINTAINED BY THE FOUNDATION. ALL MEMBERS OF WESTMINSTER RETIREMENT COMMUNITIES, INC.'S BOARD OF DIRECTORS ARE ALSO THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,226,296 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,734,983 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,356,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,690,791 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,582,377 | PYTotalRevenueAmt |
| CY Total Revenue | $11,425,774 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,218,380 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,365,872 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $294,810 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $361,184 | PYOtherExpensesAmt |
| CY Other Expenses | $421,157 | CYOtherExpensesAmt |
| PY Total Expenses | $2,579,564 | PYTotalExpensesAmt |
| CY Total Expenses | $11,787,029 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,002,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$361,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,251,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,306,312 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,661,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,526,013 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,589,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,780,299 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION SEPARATE FROM WESTMINSTER RETIREMENT COMMUNITIES, INC. AND ITS AFFILIATES, ESTABLISHED TO PROVIDE CHARITABLE FUNDS FOR THE SUPPORT OF NEEDY PERSONS, PROJECTS, AND PROGRAMS AT RETIREMENT COMMUNITIES AND HEALTH CARE FACILITIES OWNED, OPERATED AND MANAGED BY WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ALL ENDOWMENT FUNDS, BENEVOLENT ASSISTANCE FOR RESIDENTS, INVESTMENTS, AND CERTAIN RELATED LIABILITIES ARE MAINTAINED BY THE FOUNDATION. ALL MEMBERS OF WESTMINSTER RETIREMENT COMMUNITIES, INC.'S BOARD OF DIRECTORS ARE ALSO THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,365,872 | ExpenseAmt |
| Grant | $11,365,872 | GrantAmt |
| Desc | GRANTS TO PRESBYTERIAN RETIREMENT COMMUNITIES, INC., WESTMINSTER RETIREMENT COMMUNITIES, INC. AND THEIR AFFILIATES. | Desc |
| Total Program Service Expenses | $11,365,872 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WESTMINSTER SERVICES INC | PersonNm |
| Phone | 4078395050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 W LUCERNE CIRCLE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARJORIE PHILLIPS | ||||||
| CHAIRMAN / P | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN DYE | ||||||
| SECRETARY/DI | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDWARD AMLEY | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DONALD DODDRIDGE | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN HILLENMEYER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JAMES BOGNER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BELL | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| BRUCE MAY | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SHAFER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| HOWARD MORGAN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| STEWART HALL | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOANN NOLIN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| GREG BUSTLE | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MARSHALL GUNN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| ROBERT STEWART | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY MOCK | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN DEBEVOISE | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN MARK RAMSEY | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| ROGER STEVENS | ||||||
| EXEC VP/ASSI | 40.00 | Yes (X) | $0 | $537,954 | $6,744 | |
| HENRY T KEITH | ||||||
| SENIOR VP/TR | 40.00 | Yes (X) | $0 | $398,102 | $11,324 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $936,056 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,068 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 W LUCERNE CIRCLE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERV | ServicesDesc |
| Compensation | $420,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,734,983 | AllOtherContributionsAmt |
| Noncash Contributions | $33,411 | NoncashContributionsAmt |
| Total Contributions | $4,734,983 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,385,351 | TotalRevenueColumnAmt |
| Exclusion | $2,385,351 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,895,442 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,590,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,305,440 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,305,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,305,440 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,425,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,305,440 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,385,351 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,365,872 | TotalAmt |
| Program Services | $11,365,872 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,157 | TotalAmt |
| Management And General | $126,347 | ManagementAndGeneralAmt |
| Fundraising | $294,810 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,787,029 | TotalAmt |
| Program Services | $11,365,872 | ProgramServicesAmt |
| Management And General | $126,347 | ManagementAndGeneralAmt |
| Fundraising | $294,810 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,359 | BOYAmt |
| EOY | $530,630 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,680,317 | BOYAmt |
| EOY | $6,337,883 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,874 | BOYAmt |
| EOY | $309,595 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,284,559 | BOYAmt |
| EOY | $82,105,701 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,895 | BOYAmt |
| EOY | $1,022,503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,251,004 | BOYAmt |
| EOY | $90,306,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,163 | BOYAmt |
| EOY | $11,526,013 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,163 | BOYAmt |
| EOY | $11,526,013 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,643,302 | BOYAmt |
| EOY | $27,343,548 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,050,605 | BOYAmt |
| EOY | $22,008,555 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,895,934 | BOYAmt |
| EOY | $29,428,196 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,589,841 | BOYAmt |
| EOY | $78,780,299 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,251,004 | BOYAmt |
| EOY | $90,306,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$361,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,522,999 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$971,286 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES | ||||
| 311682149 | 10 | false | $74,562 | $15,952 |
| PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATES | ||||
| 590931267 | 10 | false | $11,257,897 | $17,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $11,332,459 | SupportSumAmt |
| Other Support Sum | $33,411 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,129,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,624,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,649,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,226,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,734,983 | CurrentTaxYearAmt |
| Total | $28,364,735 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,129,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,624,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,649,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,226,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,734,983 | CurrentTaxYearAmt |
| Total | $28,364,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $28,364,735 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,964,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,871,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,500,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,989,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,385,351 | CurrentTaxYearAmt |
| Total | $9,710,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,075,505 | TotalSupportAmt |
| Public Support CY170 | 0.74500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,895,934 | BeginningYearBalanceAmt |
| Contributions | $532,262 | ContributionsAmt |
| End Year Balance | $29,428,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,526,693 | BeginningYearBalanceAmt |
| Contributions | $369,241 | ContributionsAmt |
| End Year Balance | $28,895,934 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,915,684 | BeginningYearBalanceAmt |
| Contributions | $1,611,009 | ContributionsAmt |
| End Year Balance | $28,526,693 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,259,554 | BeginningYearBalanceAmt |
| Contributions | $2,656,130 | ContributionsAmt |
| End Year Balance | $26,915,684 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,594,295 | BeginningYearBalanceAmt |
| Contributions | $665,259 | ContributionsAmt |
| End Year Balance | $24,259,554 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES FROM AFFILIATES | $8,997,370 |
| ANNUITY LIABILITY | $2,528,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,526,013 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,977,497 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,522,999 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10 | OtherRevenueAmt |
| Revenue Not Reported | $2,523,009 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,454,488 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $971,286 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $971,286 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,425,774 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,787,039 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,787,029 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $11,787,029 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE FOUNDATION'S SPENDING POLICY OBJECTIVE IS TO SUPPORT CURRENT OPERATIONS AND PROVIDE BENEVOLENT ASSISTANCE TO THOSE RESIDENTS WHO ARE IN FINANCIAL NEED, WHILE PROTECTING THE VALUE AGAINST THE EXPECTED IMPACT OF INFLATION AND PROVIDE GROWTH FOR FUTURE CASH FLOWS NEEDS AND OTHER DESIGNATED PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. AS OF MARCH 31, 2018, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS, WITH CERTAIN EXCEPTIONS, BY U.S. FEDERAL TAXING AUTHORITIES FOR ANY TAX YEARS PRIOR TO THE LAST THREE TAX YEARS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | ROUNDING 10 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | ROUNDING 10 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN RETIREMENT COMMUNITIES | ||||||||||
| 80 W LUCERNE CIRCLE | ORLANDO | FL | 32801 | 590931267 | 3 | $10,289,365 | $17,459 | FMV | COLLECTIBLE/ART | BENEVOLENT ASSISTANC |
| WESTMINSTER SERVICES INC | ||||||||||
| 80 W LUCERNE CIRCLE | ORLANDO | FL | 32801 | 593614812 | 3 | $424,977 | $400 | FMV | HOUSEHOLD | BENEVOLENT ASSISTANC |
| SUNCOAST MANOR RETIREMENT COMMUNITY | ||||||||||
| 6909 9TH STREET S | ST PETERSBURG | FL | 33705 | 590991279 | 3 | $82,056 | $5,187 | FMV | HOUSEHOLD/ART | BENEVOLENT ASSISTANC |
| WESTMINSTER SHORES INC | ||||||||||
| 125 56TH AVE ST | ST PETERSBURG | FL | 33705 | 590714826 | 3 | $124,343 | $875 | FMV | HOUSEHOLD | BENEVOLENT ASSISTANC |
| PALM SHORES RETIREMENT COMMUNITY | ||||||||||
| 830 NORTH SHORE DR | ST PETERSBURG | FL | 33701 | 583725912 | 3 | $128,034 | BENEVOLENT ASSISTANC | |||
| WESLEY MANOR INC | ||||||||||
| 25 SR 13 | JACKSONVILLE | FL | 32259 | 590872675 | 3 | $191,172 | $9,489 | FMV | HOUSEHOLD/BOOKS | BENEVOLENT ASSISTANC |
| RIVERSIDE PRESBYTERIAN HOUSE INC | ||||||||||
| 2020 PARK ST | JACKSONVILLE | FL | 32204 | 591361949 | 3 | $26,311 | BENEVOLENT ASSISTANC | |||
| COLLEGE ARMS TOWERS INC | ||||||||||
| 101 NORTH AMELIA AVE | DELAND | FL | 32724 | 237025116 | 3 | $56,132 | BENEVOLENT ASSISTANC | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| ROGER STEVENS | ||||||
| EXEC VP/ASSIST SECRE | $410,006 | $90,879 | $37,069 | $5,336 | $1,408 | $544,698 |
| HENRY T KEITH | ||||||
| SENIOR VP/TREASURER | $296,338 | $65,701 | $36,063 | $3,936 | $7,388 | $409,426 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RELIED ON A RELATED ORGANIZATION (WESTMINSTER SERVICES, INC. 59-3614812) FOR THE COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,535 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES / COST | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $853 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES / COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $13,773 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES / COST | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 111 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPERT OPINION / COMPARAB | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION SEPARATE FROM WESTMINSTER RETIREMENT COMMUNITIES, INC. AND ITS AFFILIATES, ESTABLISHED TO PROVIDE CHARITABLE FUNDS FOR THE SUPPORT OF NEEDY PERSONS, PROJECTS, AND PROGRAMS AT RETIREMENT COMMUNITIES AND HEALTH CARE FACILITIES OWNED, OPERATED AND MANAGED BY WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ALL ENDOWMENT FUNDS, BENEVOLENT ASSISTANCE FOR RESIDENTS, INVESTMENTS, AND CERTAIN RELATED LIABILITIES ARE MAINTAINED BY THE FOUNDATION. ALL MEMBERS OF WESTMINSTER RETIREMENT COMMUNITIES, INC.'S BOARD OF DIRECTORS ARE ALSO THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. |
| FORM 990 | ALL OF WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC.'S FUNDRAISING ACTIVITIES ARE FUNDED BY WESTMINSTER SERVICES, INC. (59-3614812). WESTMINSTER SERVICES, INC.'S FUNDRAISING COSTS ARE APPROXIMATELY 1,490,578. WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. PAID WESTMINSTER SERVICES, INC. MANAGEMENT FEES OF 420,000. BOND OBLIGATIONS: THE FOLLOWING TAX-EXEMPT BONDS WERE ISSUED FOR "THE OBLIGATED GROUP" LISTED BELOW. EACH MEMBER OF THE OBLIGATED GROUP HAS RECORDED THEIR PORTION OF THE BONDS BASED ON THE EXPECTED USE OF THE BOND PROCEEDS. ALL MEMBERS OF THE OBLIGATED GROUP ARE INDIVIDUALLY AND COLLECTIVELY OBLIGATED UNDER THE TERMS OF THE BONDS. WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. HAS NOT RECEIVED ANY PROCEEDS FROM THE BOND ISSUES. BOND ISSUES: ISSUER NAME DATE ISSUED ISSUE PRICE 2010A ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/04/10 111,747,713 2010B ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/04/10 25,000,000 2014 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 7/02/14 49,158,980 2015 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 6/15/15 48,668,087 2016 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 12/15/16 176,065,533 OBLIGATED GROUP MEMBERS AND EMPLOYER IDENTIFICATION NUMBERS (EIN): PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 59-0931267 WESTMINSTER SHORES, INC. 59-0714826 SUNCOAST MANOR RETIREMENT COMMUNITY, INC. 59-0991279 WESLEY MANOR, INC. 59-0872675 PALM SHORES RETIREMENT COMMUNITY, INC. 58-3725912 WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. 23-7414048 WESTMINSTER SERVICES, INC. 59-3614812 |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE BOARD OF DIRECTORS DELEGATED CONTROL OF MANAGEMENT DUTIES TO WESTMINSTER SERVICES, INC. AN AFFILIATED NOT-FOR-PROFIT. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS WESTMINSTER RETIREMENT COMMUNITIES, INC. |
| FORM 990, PAGE 6, PART VI, LINE 7A | WESTMINSTER RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | WESTMINSTER RETIREMENT COMMUNITIES, INC. MUST APPROVE DISSOLUTION OF THE ORGANIZATION, SALE OF SUBSTANTIAL ASSETS, NEW BOARD MEMBERS OR REPLACEMENT OF THE MANAGEMENT COMPANY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES. WITH A CENTRALIZED ACCOUNTS PAYABLE AND PAYROLL SYSTEM, THE MANAGEMENT COMPANY MONITORS ALL PAYMENTS AND TRANSACTIONS WITH VENDORS. IN ADDITION, THE ORGANIZATION HAS A TOLL-FREE COMPLIANCE HOTLINE THAT CAN BE USED BY BOARD MEMBERS OR STAFF TO REPORT ANY ISSUES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | SEE BELOW |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION UTILIZES NUMEROUS SALARY SURVEYS WITH LIKE-KIND ORGANIZATIONS TO DETERMINE THE PROPER SALARY/WAGE AMOUNT FOR EACH EMPLOYEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART VII | AVERAGE HOURS PER WEEK ARE SHARED BETWEEN THE RELATED ORGANIZATIONS OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ASBURY ARMS NORTH INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593486188 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| ASBURY ARMS INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 237070334 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| COLLEGE ARMS TOWERS INC | ||||||||||
| 80 WEST LUCERNE CIRCLE | ORLANDO | FL | 32801 | 237025116 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| GATEWAY TERRACE INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591163698 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| GEORGIA BELLE APARTMENTS INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591300852 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| LOUTTIT MANOR INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591163560 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| MAGNOLIA TOWERS INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591115878 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| PALM SHORES RETIREMENT COMM INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 583725912 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| PENSACOLA RETIRE VILLAGE III INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593369240 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| PENSACOLA RETIRE VILLAGE IV INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 550855004 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| PENSACOLA RETIRE VILLAGE V INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 562372327 | HUD COMM | FL | 501C3 | PF | NA | Yes (true) |
| PENSACOLA RETIRE VILLAGE INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591802496 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| PRESBYTERIAN RETIREMENT COMMUNITIES | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 590931267 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| RIVERSIDE PRESBYTERIAN APARTMENTS | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 596196718 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| RIVERSIDE PRESBYTERIAN HOUSE INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591361949 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| SUNCOAST MANOR FOUNDATION INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593671288 | HUD COMM | FL | 501C3 | 12A | NA | Yes (true) |
| SUNCOAST MANOR RETIREMENT COMM INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 590991279 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| WESLEY MANOR INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 590872675 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| WESTMINSTER ASBURY EAST INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 352393493 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| WESTMINSTER FOUNDATION III INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 383842959 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| WESTMINSTER PINES INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593725902 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| WESTMINSTER RETIRE COMM INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 311682149 | PARENT CO | FL | 501C3 | 12A | NA | Yes (true) |
| WESTMINSTER SENIOR SERVICES | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593725901 | SENIOR SVC | FL | 501C3 | 10 | NA | Yes (true) |
| WESTMINSTER SERVICES INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593614812 | MANAGEMENT | FL | 501C3 | 12A | NA | Yes (true) |
| WESTMINSTER SHORES INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 590714826 | HOME AGED | FL | 501C3 | 10 | NA | Yes (true) |
| WHITE SANDS MANOR II INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 593669591 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| WHITE SANDS MANOR INC | ||||||||||
| 80 WEST LUCERNE CIR | ORLANDO | FL | 32801 | 591998019 | HUD COMM | FL | 501C3 | 10 | NA | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LOUTTIT MANOR INC | ||
| A | $7,436 | LOUTTIT MANOR RECORDS |
| SUNCOAST MANOR FOUNDATION INC | ||
| A | $211,669 | SUNCOASTMANFOUND RECORDS |
| PALM SHORES RETIREMENT COMM INC | ||
| B | $128,034 | WESTRETCOMMFOUND RECORDS |
| PRESBYTERIAN RETIREMENT COMM INC | ||
| B | $10,306,824 | WESTRETCOMMFOUND RECORDS |
| SUNCOAST MANOR RETIREMENT COMM INC | ||
| B | $87,243 | WESTRETCOMMFOUND RECORDS |
| WESLEY MANOR INC | ||
| B | $200,661 | WESTRETCOMMFOUND RECORDS |
| WESTMINSTER SHORES INC | ||
| B | $125,218 | WESTRETCOMMFOUND RECORDS |
| WESTMINSTER SERVICES INC | ||
| B | $425,377 | WESTRETCOMMFOUND RECORDS |
| WESTMINSTER SERVICES INC | ||
| M | $420,000 | WESTRETCOMMFOUND RECORDS |
| WESTMINSTER SERVICES INC | ||
| Q | $659,517 | WESTRETCOMMFOUND RECORDS |
| SUNCOAST MANOR RETIREMENT COMM INC | ||
| Q | $84,812 | WESTRETCOMMFOUND RECORDS |
| WESLEY MANOR INC | ||
| Q | $164,276 | WESTRETCOMMFOUND RECORDS |
| PRESBYTERIAN RETIREMENT COMM INC | ||
| Q | $9,588,913 | WESTRETCOMMFOUND RECORDS |
| PALM SHORES RETIREMENT COMM INC | ||
| Q | $116,156 | WESTRETCOMMFOUND RECORDS |
| WESTMINSTER SHORES INC | ||
| Q | $96,136 | WESTRETCOMMFOUND RECORDS |
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