2025-12-10T14:36:07-06:00 2025-06-30 651083521 Holyfield & Thomas LLC 125 Butler Street West Palm Beach FL 33407 990 2024-07-01 592391119 Palm Healthcare Foundation Inc PALM 5618336333 700 South Dixie Highway 103 West Palm Beach FL 33401 Patrick McNamara CEO/President 5618336333 2025-12-04 1 0 Scott Y Haynes CPA P01366363 5616896000 2024 2025-03-06 01:10:19Z Patrick McNamara 700 South Dixie Highway 103 West Palm Beach FL 33401 100978107 0 X http://www.palmhealthfoundation.org/ X 1984 FL The Foundation invests in solutions that strengthen health and resilience across PB County. 16 15 15 26 0 0 1775789 2093278 16856 14168 9827214 7968750 -250782 -296555 11369077 9779641 2451278 2790422 0 0 1731771 1805882 0 0 358231 1544718 1353038 5727767 5949342 5641310 3830299 90051072 94979982 710135 648833 89340937 94331149 X Palm Health Foundation invests in bold, community-led solutions that improve health and well-being in Palm Beach County. (Continued on Schedule O)Established in 2001 from the sale of Good Samaritan and St. Mary's hospitals, the Foundation partners with residents, donors, and professional advisors to advance brain health, strengthen the healthcare workforce, and build thriving, resilient communities.Through strategic investments and partnerships, we address the social and environmental conditions that shape health and create opportunities for all residents to reach their full health potential.Through scholarships, capacity building, and systems-focused philanthropy, Palm Health Foundation drives innovation and lasting change. 0 0 4976091 2790422 14168 Palm Health Foundation deepened its investment in brain health innovation, community-led health solutions, and workforce development during FY2025.Through initiatives such as the Brain Coast Network and the Center for the Resilient Mind, the Foundation advanced research, education, and NeuroArts programming that strengthen mental well-being and cognitive resilience.The Foundation continued to build community resilience through Healthier Together, empowering local changemakers to address behavioral health, caregiving, (Continued on Schedule O)and the social and economic factors that influence health.To strengthen the health professions, Palm Health Foundation provided scholarships and workforce development support in nursing and behavioral health ensuring a skilled, compassionate pipeline for the region's future health needs.As the fiscal agent for BeWellPBC, the Foundation demonstrates its role as a convener of cross-sector partners, leveraging philanthropy to align systems, drive measurable impact, and promote a shared vision for brain health and community well-being.Key FY2025 investments included $1 million in Florida Atlantic University's (FAU) computational neuroscience program and commitment to launch FAU's Center for Resilient Mind. 4976091 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 47 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X Christina Perron Dir of Finance 5618336333 700 S Dixie Highway West Palm Beach FL 33401 Dr Marsha Fishbane MD Chair 1.00 X X 0 0 0 Christine Koehn PhD Vice Chair 1.00 X X 0 0 0 Nathan Nason Esq Treasurer 1.00 X X 0 0 0 Frances Fisher Secretary 1.00 X X 0 0 0 Jyothi Gunta MD Trustee 1.00 X 0 0 0 Lisa Wiese PhD Trustee 1.00 X 0 0 0 Andrea Stephenson-Royster MBA M Trustee 1.00 X 0 0 0 Ellen Andel Trustee 1.00 X 0 0 0 Mark Elhilow CPA PFS Trustee 1.00 X 0 0 0 Clarence Williams JD Trustee 1.00 X 0 0 0 Barbara James MBA Trustee 1.00 X 0 0 0 Stephen Zaloom Esq Trustee 1.00 X 0 0 0 Naelys Luna PhD Trustee 1.00 X 0 0 0 Clovis Moodie Trustee 1.00 X 0 0 0 Julie Fisher Cummings Trustee 1.00 X 0 0 0 Abigail Goodwin Exec VP 40.00 X 156466 0 39068 Patrick J McNamara LCSW President & CEO 40.00 X 319979 0 39625 476445 0 78693 2 0 1 0 0 224000 1869278 60150 2093278 Program Revenue 900099 14168 14168 14168 1904676 1904676 343023 639578 -296555 -296555 -296555 96622962 90558888 6064074 6064074 6064074 9779641 14168 0 7672195 2790422 2790422 551502 323143 142231 86128 944800 553252 243030 148518 47173 28162 13143 5868 164245 98791 47143 18311 98162 59075 24392 14695 5667 5667 40700 40700 337096 287717 49379 185203 184814 389 291435 290954 481 27572 7785 13243 6544 129455 38215 83841 7399 144370 2700 139924 1746 19580 10321 398 8861 108849 80876 1537 26436 14444 14444 22580 22580 Training & Education 13119 9477 496 3146 Donor Recognition 5917 1499 16 4402 Repairs & Maintenance 4221 1246 2734 241 Volunteer & Employee Re 1813 150 1663 1017 207492 -232411 25936 5949342 4976091 615020 358231 500 500 625770 631673 2134 104652 8143 10149726 5691015 4648202 4458711 81317525 86342494 3354423 3536327 90051072 94979982 154649 240875 200000 355486 407958 710135 648833 X 64686786 67703000 24654151 26628149 89340937 94331149 90051072 94979982 3830299 1159913 0 X X 0 1 X 1 0 X 1527687 1175285 1085009 1775789 2093278 7657048 1527687 1175285 1085009 1775789 2093278 7657048 61199 7595849 1607178 2616846 2203232 2009991 1904676 10341923 17998971 261027 0.42200 0.38670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 134219 135254 2631218 1 1 81317525 54500 8884549 3609214 249299 86398061 77159294 8051065 3660265 232569 81317525 74846179 6317730 3611665 392950 77159294 92518707 -13535122 3649399 488007 74846179 76151475 4380 19846082 3012909 470321 92518707 0.73200 0.26800 0 0 8619594 4890725 3728869 757420 258027 499393 69443 56239 13204 514375 188894 486024 217245 4458711 Other Current Liabilities 54486 Right-of-Use Obligations 353472 407958 X 11242036 1159913 639578 1799491 9442545 337096 337096 9779641 6251824 639578 639578 5612246 337096 337096 5949342 Part X, Line 2: The Internal Revenue Service has determined that the Foundation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, income from certain activities not directly related to the Foundation's tax-exempt purpose is subject to taxation as unrelated business income. There was no unrelated business income during the year ended June 30, 2025. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. This pronouncement seeks to reduce the diversity in practice associated with certain aspects of measurement and recognition in accounting for income taxes. It prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position that an entity takes or expects to take in a tax return. An entity may only recognize or continue to recognize tax positions that meet a "more likely than not" threshold. The Foundation assesses its income tax positions based on management's evaluation of the facts, circumstances, and information available at the reporting date. The Foundation uses the prescribed "more likely than not" threshold when making its assessment. The Foundation has not accrued any interest expense or penalties related to tax positions for the year ended June 30, 2025, and there are currently no open Federal or State tax years under audit. Part XI, Line 2d - Other Adjustments: Rent expenses 639,578. Part XII, Line 2d - Other Adjustments: Rent expenses 639,578. 1 Alpert Jewish Family & Children Services 5841 Corporate Drive Suite 200 West Palm Beach FL 33407 591520581 501(c)(3) 20000 0 Mental Health First Aid Ann Norton Sculpture Gardens 253 Barcelona Road West Palm Beach FL 33401 591874060 501(c)(3) 83500 0 General Operating Support Community Partners of South Florida 2001 W Blue Heron Blvd Riviera Beach FL 33404 592704597 501(c)(3) 203500 0 General Operating Support - Palm Beach County School District Florida Atlantic University School of Social Work and Criminal Justice 777 Glades Road Boca Raton FL 33431 590917284 501(c)(3) 70000 0 Social Work Practicum Support For the Children Inc 1718 S Douglas Street Lake Worth FL 33460 650950530 501(c)(3) 175000 0 General Operating Support Housing Leadership Council of Palm Beach County 2101 Vista Parkway 4027 West Palm Beach FL 33411 204416008 501(c)(3) 1000 0 General Operating Support Palm Beach County Medical Society Services 3540 Forest Hill Blvd Suite 101 West Palm Beach FL 33406 651048299 501(c)(3) 50000 0 Community Health Worker Training and Development Providencia WPB Inc 1300 S Olive Avenue West Palm Beach FL 334016724 474503878 501(c)(3) 43000 0 MS of Hope American Heart Association 2300 Centrepark West Drive West Palm Beach FL 33409 135613797 501(c)(3) 50000 0 General operating support Clinics Can Help Inc 2560 Westgate Avenue West Palm Beach FL 33409 202778895 501(c)(3) 25000 0 General Operating Support Max Planck Florida Corporation One Max Planck Way Jupiter FL 33458 262117502 501(c)(3) 5000 0 Ask Max STEM Education Program Wounded Veterans Relief Fund 300 Prosperity Farms Road Unit F North Palm Beach FL 33408 262886846 501(c)(3) 20000 0 Emergency and Essential Dental Care for Disabled Veterans Catchafire Inc 2093 Philadelphia Pike 8715 Claymont DE 19703 270155003 N/A 90000 0 Catchafire Grace Notes Music Foundation 500 Commerce Way West Suite 9 Jupiter FL 33458 271548189 501(c)(3) 20000 0 General Operating Support Pathways to Prosperity 639 East Ocean Avenue Suite 101 Boynton Beach FL 33435 273550271 501(c)(3) 392225 0 Healthier Delray Beach - Project Director's Salary and Benefits Boynton Cultural Centre Inc dba Schoolhouse Children's Museum 129 E Ocean Avenue Boynton Beach FL 33435 311494582 501(c)(3) 3000 0 Schoolhouse Childrens Museum strategic planning Marine Education Initiative Inc 755 NW 17th Avenue Suite 101 Delray Beach FL 33445 453862555 501(c)(3) 25000 0 General operating support Digital Vibez Inc 5 Harvard Circle Suite 109 West Palm Beach FL 33409 465032425 501(c)(3) 35000 0 Let's Move 365 Campaign - General Operating Support Emanuel Jackson Sr Project Inc 3300 S Seacrest Blvd Boynton Beach FL 33435 471912341 501(c)(3) 20000 0 General Operating Support Arms of Hope Community Inc 1512 Wingfield Street Lake Worth FL 33460 472851445 501(c)(3) 25000 0 General Operating Support Azul - Fashion Art Design inc 2635 Old Okeechobee Road West Palm Beach FL 33409 473826013 501(c)(3) 15000 0 General operating support Envision Kindness Inc 14 Alexander Drive East Lyme CT 06333 471446859 501(c)(3) 217727 0 Kindness Project Federation of Families of Florida Inc 12288 Hamlin Drive West Palm Beach FL 33412 522313668 501(c)(3) 25000 0 Youth Explosion - Glades University of Miami Miller School of Medicine 1501 NW 9th Avenue 2nd Floor Miami FL 33136 590624458 501(c)(3) 92627 0 Dr. Mitrani Arrythmia Research Mental Health America of Palm Beach County Inc 909 Fern Street West Palm Beach FL 33401 590760220 501(c)(3) 50000 0 General operating support Cox Science Center and Aquarium 4801 Dreher Trail North West Palm Beach FL 33405 590915177 501(c)(3) 67627 0 General Operational Support FAU Foundation 777 Glades Road Adm 247 Boca Raton FL 33431 590917284 501(c)(3) 50000 0 Florida Atlantic University Foundation/Grant#20210077 George Snow Scholarship Fund 201 Plaza Real Suite 260 Boca Raton FL 33432 592162597 501(c)(3) 628216 0 Nursing Scholarships Central Florida Foundation Inc 1001 W Yamato Road 405 Boca Raton FL 33431 593182886 501(c)(3) 17500 0 The Opioid Project Compass Inc 201 N Dixie Highway Lake Worth FL 33460 650052657 501(c)(3) 50000 0 General Operating Support for Youth Mental Health Programs Suits for Seniors inc 5762 Okeechobee Blvd West Palm Beach FL 33417 812028864 501(c)(3) 2500 0 General Operating Support M & S Community Stars of Performing Arts and Academics Inc 922 SW 11th Terrace Delray Beach FL 33444 812046269 501(c)(3) 42000 0 General Operating Support KTM Youth and Community Network Inc 1025 Palm Beach Road South Bay FL 33493 812809737 501(c)(3) 20000 0 General operating support Love Serving Autism Inc 11231 US Hwy 1 158 North Palm Beach FL 33408 813503417 501(c)(3) 15000 0 General Operating Support Community Greening Corp 3601 N Military Trail Social Impact Lab at Lynn University Boca Raton FL 33431 813559159 501(c)(3) 50000 0 General operating support for Glades projects HERD Foundation 5135 Conklin Drive Delray Beach FL 33484 832268455 501(c)(3) 20000 0 General Operating Support Mind Music and Movement Foundation PO Box 7128 Jupiter FL 33468 843610224 501(c)(3) 30000 0 General Operating Support The Pink Queen Foundation 2635 Old Okeechobee Road West Palm Beach FL 33409 812632425 501(c)(3) 38000 0 Capacity building, general operating support, and cancer support Bcalmed Inc 11058 Sweet Sage Avenue Boynton Beach FL 33473 872463735 501(c)(3) 3000 0 General Operating Support 38 1 Part I, Line 2: Evaluation should generate useable information for both the foundation and grant partners; there is an emphasis on learning. Evaluation should document results to share, to build credibility and reputation, and to build collaboration and attract. Accountability should focus on identifying the goal and meeting milestones. Data are generated through a mix of internal evaluations and assessments, grantee reports, and external evaluations. X X X 0 0 0 0 0 0 0 0 0 Patrick J McNamara LCSW President & CEO 319979 0 0 0 0 0 8400 0 31225 0 359604 0 0 0 Abigail Goodwin Exec VP 156466 0 0 0 0 0 8400 0 30668 0 195534 0 0 0 X Misc. supplies 2 60150 Retail value 0 0 0 Part III, Line 1, Public Benefit Narative: Palm Health Foundation is Palm Beach County's health conversion foundation, created from the sale of Good Samaritan and St. Mary's hospitals to invest in lasting community health. The Foundation invests in community-led solutions that improve health and well-being across the region. Through initiatives such as Brain Coast Network, Healthier Together, BeWellPBC, and Train the Brain, Palm Health Foundation partners with residents, donors, and professional advisors to advance brain health, strengthen the healthcare workforce, and build resilient communities. The Foundation's philanthropic approach focuses on innovation, partnership, and learning testing new ideas, aligning systems, and using data and community wisdom to scale what works. Since its inception, Palm Health Foundation has granted more than $96 million to improve health outcomes in Palm Beach County and position the region as a national model for community-led health innovation. Form 990, Part VI, Section A, line 4 The Foundation was formed in 2001 following the merger of two companies and its Articles of Merger was file to reflect the results of the merger. During the year, the Board approved and filed the Foundation's new Articles of Incorporation to reflect its independent status and specify its purposes, powers, limitation on activities, registered office, principle place of business and registered agent. Form 990, Part VI, Section B, line 11b The Organzation makes its Form 990 available to the board of directors by distributing a copy to each member of the board of trustees prior to filing with the IRS. The board reviews the content and discusses at a regularly scheduled board meeting. A motion is made to approve the filing of the Form 990. Form 990, Part VI, Section B, line 12c The Foundation strictly adheres to the conflict of interest/disclosure policy. Pursuant to the policy, during discussion or debate at scheduled board committee meetings, trustees, employees and volunteers with real, perceived, or potential conflicts of interest must announce those conflicts to the attendees. Trustees, employees, and volunteers who have stated a potential conflict must abstain from the vote, vacate the room while the vote is taken and return after the vote has been decided. The action will be noted in the meeting minutes. Additionally, board members provide a conflict of interest/disclosure form annually in conjunction with the annual meeting. Form 990, Part VI, Section B, line 15 The CEO and key employees compensation is reviewed annually and compared with similar not for profit positions from independent surveys. By recommendation of the executive committee, the board of trustees approves the CEO compensation. In addition, the board approves all employees compensation as detailed in the annual operating budget. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, financial statements available upon request. The annual report is made available on the Organization's website. Part XII Line 2C: Audit Report Review Process: The audit report is reviewed annually at the audit report review meeting as presented by the independent auditors. The process has not changed from the prior year. 5205 Building LLC 5205 Greenwood Avenue West Palm Beach FL 33405 205116933 Commercial Rental Property & Programmatic Rent Concessions FL -284599 4809825 Palm Healthcare Foundation Inc