2015-02-11T18:49:24-06:00 2014-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2013-04-01 237414048 WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION INC WEST 4078395050 80 W LUCERNE CIRCLE ORLANDO FL 32801 HENRY KEITH SENIOR VP / TREASURER 4078395050 2015-01-24 true RUSSELL K HOSKINS P00533774 4072773000 2015-01-24 2013 2016-02-25 16:41:14Z HENRY KEITH 80 W LUCERNE CIRCLE ORLANDO FL 32801 24559030 false X N/A X 1974 FL 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. 15 15 0 0 2579023 2129007 0 2993620 4021419 0 5572643 6150426 2572843 2118600 0 0 0 252670 892608 360957 3465451 2479557 2107192 3670869 59888543 65291058 10798322 10010602 49090221 55280456 X 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. false false 2118600 2118600 GRANTS TO PRESBYTERIAN RETIREMENT COMMUNITIES, INC., WESTMINSTER RETIREMENT COMMUNITIES, INC. AND THEIR AFFILIATES. 2118600 true true false false false false false false false true false false false false true true true true false false false false false false false false false true false true false false false false false false false false true true false false false true true true false false true 0 0 false 0 false false false false false false false false false false false false X 15 15 false true false false true true true true true false false false true true true true true true true false X WESTMINSTER SERVICES INC 4078395050 80 W LUCERNE CIRCLE ORLANDO FL 32801 X BRUCE MAY DIRECTOR X 0 0 0 DEL POLING DIRECTOR X 0 0 0 WILLIAM HULL DIRECTOR X 0 0 0 THOMAS SHAFER DIRECTOR X 0 0 0 MAJORIE PHILLIPS DIRECTOR X 0 0 0 GREG BUSTLE DIRECTOR X 0 0 0 JEANNIE DODDRIDGE DIRECTOR X 0 0 0 JOHN HILLENMEYER DIRECTOR X 0 0 0 WILLIAM BELL DIRECTOR X 0 0 0 ALLEN TROVILLION DIRECTOR X 0 0 0 STEPHEN DYE DIRECTOR X 0 0 0 AL MCCULLY DIRECTOR X 0 0 0 RICHARD STURM DIRECTOR X 0 0 0 JAMES BOGNER CHAIRMAN/PRE X X 0 0 0 JOHN MILTON V DIRECTOR X 0 0 0 ROGER STEVENS EXEC VP/ASSI 0.00 40.00 X 0 393513 21784 HENRY T KEITH SENIOR VP/TR 0.00 40.00 X 0 311767 20986 EUGENIA SHANNON SECRETARY X 0 0 0 GARRY HENNIS COO 0.00 40.00 X 0 304140 22404 1009420 65174 false true false WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MANAGEMENT SERV 360000 1 2129007 28907 2129007 1964262 1964262 20465761 18408604 2057157 2057157 2057157 6150426 4021419 2118600 2118600 360957 108287 252670 2479557 2118600 108287 252670 6523 41029 6596723 6867933 725606 673216 51688374 56748392 871317 960488 59888543 65291058 10798322 10010602 10798322 10010602 X 11696926 14452004 13799000 16568898 23594295 24259554 49090221 55280456 59888543 65291058 3670869 3469623 -950257 X false true X true false X X X false false false WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES 311682149 9 false false true 90607 PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATE 590931267 9 false false true 2027993 2 2118600 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23594295 665259 24259554 22770766 823529 23594295 22289983 480783 22770766 21880945 409038 22289983 20652511 1228434 21880945 1.00000 true false ADVANCES FROM AFFILIATES 7600622 ANNUITY LIABILITY 2209980 ASBURY COCOA ACQUISITION 200000 10010602 X 8669792 3469623 3469623 5200169 950257 950257 6150426 2479557 2479557 2479557 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, 2014, 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. false PRESBYTERIAN RETIREMENT COMMUNITIES 80 W LUCERNE CIRCLE ORLANDO FL 32801 590931267 3 1129105 15217 FMV STOCKS/HOUSEHOL BENEVOLENT ASSISTANC WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 593614812 3 240231 BENEVOLENT ASSISTANC SUNCOAST MANOR RETIREMENT COMMUNITY 6909 9TH STREET S ST PETERSBURG FL 33705 590991279 3 117078 10424 FMV STOCKS/MEDICAL BENEVOLENT ASSISTANC WESTMINSTER SHORES INC 125 56TH AVE ST ST PETERSBURG FL 33705 590714826 3 131548 BENEVOLENT ASSISTANC PALM SHORES RETIREMENT COMMUNITY 830 NORTH SHORE DR ST PETERSBURG FL 33701 583725912 3 200954 BENEVOLENT ASSISTANC WESLEY MANOR INC 25 SR 13 JACKSONVILLE FL 32259 590872675 3 182346 1090 FMV HOUSEHOLD GOODS BENEVOLENT ASSISTANC RIVERSIDE PRESBYTERIAN HOUSE INC 2020 PARK ST JACKSONVILLE FL 32204 591361949 3 28522 200 FMV HOUSEHOLD GOODS BENEVOLENT ASSISTANC WHITE SANDS MANOR INC 40 WINDHAM AVE FORT WALTON BEACH FL 32548 591998019 3 14626 BENEVOLENT ASSISTANC SUNCOAST MANOR FOUNDATION INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 593671288 3 32293 BENEVOLENT ASSISTANC 9 X X X X false false false false false false false false false ROGER STEVENS EXEC VP/ASSIST SECRE 295974 70917 26622 3904 17880 415297 3464 HENRY T KEITH SENIOR VP/TREASURER 231359 56442 23966 3106 17880 332753 2773 GARRY HENNIS COO 244713 55227 4200 2954 19450 326544 X 2 90 COMPARABLE SALES / COST X 337 COMPARABLE SALES / COST X 4206 COMPARABLE SALES / COST X 2 19874 FAIR MARKET VALUE X 4 1900 COMPARABLE SALES / COST X EXERCISE BIKE 1 2500 ACTUAL COST false true false 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 1,144,330. WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. PAID WESTMINSTER SERVICES, INC. MANAGEMENT FEES OF 360,000. 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 2004A ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/11/04 31,590,000 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 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. ASBURY ARMS NORTH INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593486188 HUD COMM FL 501C3 9 NA true ASBURY ARMS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 237070334 HUD COMM FL 501C3 9 NA true GATEWAY TERRACE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591163698 HUD COMM FL 501C3 9 NA true GEORGIA BELLE APARTMENTS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591300852 HUD COMM FL 501C3 9 NA true LOUTTIT MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591163560 HUD COMM FL 501C3 9 NA true MAGNOLIA TOWERS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591115878 HUD COMM FL 501C3 9 NA true PALM SHORES RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 583725912 HOME AGED FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE III INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593369240 HUD COMM FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE IV INC 80 WEST LUCERNE CIR ORLANDO FL 32801 550855004 HUD COMM FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE V INC 80 WEST LUCERNE CIR ORLANDO FL 32801 562372327 HUD COMM FL 501C3 PF NA true PENSACOLA RETIRE VILLAGE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591802496 HUD COMM FL 501C3 9 NA true PRESBYTERIAN RETIREMENT COMMUNITIES 80 WEST LUCERNE CIR ORLANDO FL 32801 590931267 HOME AGED FL 501C3 9 NA true RIVERSIDE PRESBYTERIAN APARTMENTS 80 WEST LUCERNE CIR ORLANDO FL 32801 596196718 HUD COMM FL 501C3 9 NA true RIVERSIDE PRESBYTERIAN HOUSE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591361949 HUD COMM FL 501C3 9 NA true SUNCOAST MANOR FOUNDATION INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593671288 HUD COMM FL 501C3 11A NA true SUNCOAST MANOR RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590991279 HOME AGED FL 501C3 9 NA true WESLEY MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590872675 HOME AGED FL 501C3 9 NA true WESTMINSTER ASBURY EAST INC 80 WEST LUCERNE CIR ORLANDO FL 32801 352393493 HUD COMM FL 501C3 9 NA true WESTMINSTER FOUNDATION III INC 80 WEST LUCERNE CIR ORLANDO FL 32801 383842959 HUD COMM FL 501C3 9 NA true WESTMINSTER PINES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593725902 HOME AGED FL 501C3 9 NA true WESTMINSTER RETIRE COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 311682149 PARENT CO FL 501C3 11A NA true WESTMINSTER SENIOR SERVICES 80 WEST LUCERNE CIR ORLANDO FL 32801 593725901 SENIOR SVC FL 501C3 9 NA true WESTMINSTER SERVICES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593614812 MANAGEMENT FL 501C3 11A NA true WESTMINSTER SHORES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590714826 HOME AGED FL 501C3 9 NA true WHITE SANDS MANOR II INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593669591 HUD COMM FL 501C3 9 NA true WHITE SANDS MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591998019 HUD COMM FL 501C3 9 NA true true true false true false false false false false false false false true false true true true false false MAGNOLIA TOWERS INC A 1482 WESTRETCOMMFOUND RECORDS WESTMINSTER SENIOR SERVICES INC A 22035 WESTRETCOMMFOUND RECORDS PALM SHORES RETIREMENT COMM INC B 200954 WESTRETCOMMFOUND RECORDS PRESBYTERIAN RETIREMENT COMM INC B 1144322 WESTRETCOMMFOUND RECORDS SUNCOAST MANOR RETIREMENT COMM INC B 127502 WESTRETCOMMFOUND RECORDS WESLEY MANOR INC B 183436 WESTRETCOMMFOUND RECORDS WESTMINSTER SHORES INC B 131548 WESTRETCOMMFOUND RECORDS WESTMINSTER SERVICES INC B 240231 WESTRETCOMMFOUND RECORDS WESTMINSTER SERVICES INC M 360957 WESTRETCOMMFOUND RECORDS WESTMINSTER SERVICES INC Q 414263 WESTRETCOMMFOUND RECORDS SUNCOAST MANOR RETIREMENT COMM INC Q 87228 WESTRETCOMMFOUND RECORDS PRESBYTERIAN RETIREMENT COMM INC P 1122591 WESTRETCOMMFOUND RECORDS