2014-01-21T14:03:58-06:00 2013-06-30 651083521 HOLYFIELD & THOMAS LLC 125 BUTLER STREET WEST PALM BEACH FL 33407 990 2012-07-01 592391119 Palm Healthcare Foundation Inc PALM 5618336333 700 South Dixie Highway No 205 West Palm Beach FL 33401 Andrea Bradley JD 5618336333 2014-01-14 1 DAVID J THOMAS P00002419 5616896000 X 2012 2015-11-30 17:44:51Z X Andrea Bradley JD 700 South Dixie Highway No 205 West Palm Beach FL 33401 38699512 0 X http://www.palmhealthcare.org/ X 1984 FL Solving critical healthcare issues through creative community collaboration. 15 15 15 75 0 0 2675411 1379776 0 0 2715186 5504215 -1285663 422717 4104934 7306708 1588074 2218344 0 0 866800 983378 0 0 362713 1816274 1123928 4271148 4325650 -166214 2981058 76728591 82667586 1620294 1652216 75108297 81015370 X Palm Healthcare Foundation's greater mission is to inspire and fund solutions to improve health in Palm Beach County. The Foundation is committed to finding ways for inspired giving and thoughtful funding to generate lasting change. 0 0 2218344 2218344 Palm Healthcare Foundation's responsive grant making seeks to meet the diverse needs of Palm Beach County's health systems. The Foundation convenes leaders and county residents, listens carefully to their needs and provides financial support and resources to help communities make positive, healthy changes. 772691 Palm Healthcare Foundation's funding for nursing focuses on developing nursing leaders, improving work environments and supporting community-based nursing throughout Palm Beach County. 10109 Palm Healthcare Pavilion programs suppport families with chronic health conditions in a welcoming environment that emphasizes education, personal responsibility. Other Pavilion programs provide training and education for health professionals to enhance skill levels and clinical expertise. 84714 The Foundation also implements multi-media social change campaigns that increase awareness of local health issues that are aligned with the priorities of the foundation. These campaigns educate the public with the intent to increase healthy behaviors. The Foundation is the primary support for "Palm Beach County Diabetes Week", a weeklong event to encourage residents to get screened for diabetes and "Lets's Move Physical Activity Challenge", a month-long challenge campaign with a goal to get Palm Beach residents "Moving" to better health. 84714 3085858 1 1 0 0 0 1 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X John Peters 5618336333 700 S Dixie Highway West Palm Beach FL 33401 John Lacy 2.00 X X 0 0 0 Mark Cook 2.00 X X 0 0 0 Phillippe Jeck 2.00 X X 0 0 0 Barbara Jacobowitz 2.00 X X 0 0 0 Alina M Alonso MD 1.00 X 0 0 0 David Dodson MD 1.00 X 0 0 0 Christopher Gryskiewicz 1.00 X 0 0 0 Fran Hathaway 1.00 X 0 0 0 Pete Martinez 1.00 X 0 0 0 Mark Rubenstein MD 1.00 X 0 0 0 Joseph B Shearouse III 1.00 X 0 0 0 Rose O Sherman EDD RN FAAN 1.00 X 0 0 0 Andrea Stephenson 1.00 X 0 0 0 Sandra C Turnquest 1.00 X 0 0 0 John Peters 40.00 X 149890 0 14331 Amy Dean 40.00 X 103984 0 12013 Melanie Otero 40.00 X 108908 0 14301 Marge Sullivan 40.00 X 113576 0 15882 Andrea Bradley 40.00 X 22435 0 3433 498793 0 59960 4 0 1 0 0 244295 1135481 1379776 2040090 2040090 247592 552442 -304850 -304850 -304850 34243910 30774741 5044 3469169 -5044 3464125 3464125 21908 244295 60577 -38669 -38669 Change in Value of Split Interest 900099 469798 469798 Gain on Settlement 900099 296438 296438 766236 7306708 0 0 5926932 2218344 2218344 134973 46435 52004 36534 702632 243527 271242 187863 33836 8320 12071 13445 46413 11413 16557 18443 65524 22531 25611 17382 39819 465 39254 100 36700 430 36178 92 438283 5121 432062 1100 28265 13768 14497 23725 5047 15027 3651 43454 42500 954 84868 3600 79707 1561 12556 4624 4321 3611 173025 159815 5818 7392 5953 5953 20193 20193 Community Outreach 105190 84714 10 20466 Repairs & Maintenance 29279 1484 24136 3659 Printing & Postage 25871 14357 2144 9370 Administrative Allocati 25000 225920 -229160 28240 31747 15943 6954 8850 4325650 3085858 877079 362713 901 501 1227743 1148260 2085010 51562 511779 980299 25971 9652284 1759175 8219855 7893109 60184824 67581291 4498479 4986593 76728591 82667586 371675 250398 1248619 1401818 1620294 1652216 X 54562321 60315495 11335321 11489220 9210655 9210655 75108297 81015370 76728591 82667586 2981058 2926015 0 X X 0 1 X 1 0 X 1109376 431240 754372 2675411 1379776 6350175 1109376 431240 754372 2675411 1379776 6350175 1957494 4392681 1658243 2238485 2335696 2127784 2432404 10792612 12000 10000 22000 17164787 613200 0.25590 0.37670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 277733 499135 3347542 1 1 17332364 317163 2896874 1015077 19531324 8920300 263617 9444847 1296400 17332364 9135148 -214848 8920300 9012452 25000 696453 598757 9135148 11364573 25272 -1890299 487094 9012452 0 0 8560050 1521294 7038756 655000 91154 563846 18773 2886 15887 47185 371276 143841 274620 7893109 Split Interest Agreement 4704406 Other Assets 15000 Accrued Income 267187 4986593 X 10596255 2926015 183751 174737 3284503 7311752 -5044 -5044 7306708 4689182 183751 174737 358488 4330694 -5044 -5044 4325650 Description of Uncertain Tax Positions Under FIN 48: 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, 2013. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes. This standard 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 did not record any adjustment and did not accrue any interest expense or penalties related to tax positions. There are currently no open federal or state tax years under audit. Part XI, Line 2d - Other Adjustments: Investment Management Fee -438,283. Special Event Expenses 60,577. Rental Expenses 552,443. Part XI, Line 4b - Other Adjustments: Loss on Disposition of Assets -5,044. Part XII, Line 2d - Other Adjustments: Investment Management Fee -438,283. Special Event Expenses 60,577. Rental Expenses 552,443. Part XII, Line 4b - Other Adjustments: Loss on Disposition of Assets -5,044. Misc. Fundraising Events 266203 244295 21908 60577 266203 244295 21908 60577 60577 -38669 1 Academy of Nursing & Health Occupations 5451 Okeechobee Blvd STE 201 West Palm Beach FL 33417 592757346 501(C)(3) 15605 Nursing Scholarships United Way of Palm Beach County 2600 Quantum Blvd Boynton Beach FL 33426 590683258 501(C)(3) 35000 One-E-App Common Eligibility Screening Tool Alzeimer's Community Care Inc 800 Northpoint Parkway STE 101-B West Palm Beach FL 33407 311481653 501(C)(3) 50000 Accreditation American Nurses Credentialing Center PO Box 8785 Silver Springs MD 29907 170(C)(1) 17226 Accreditation Caridad Center 8645 West Boynton Beach Blvd Boynton Beach FL 33472 650149423 501(C)(3) 100000 Haitian Outreach Catholic Charities of the Diocese of Palm Beach Inc 900 54TH ST West Palm Beach FL 33402 501(C)(3) 25000 Faith Community Nursing H Lee Moffitt Cancer Center & Research Institute 12902 Magnolia Dr Tampa FL 33612 592451713 501(C)(3) 50000 Jacquie Liggett Fellowship Hospice of Palm Beach County 5300 East Ave West Palm Beach FL 33407 591825937 501(C)(3) 50000 Hospice Donation Payments Palm Beach County Medical Society Services 3540 Forest Hill Blvd Ste 101 West Palm Beach FL 33406 651048299 501(C)(3) 47000 Disaster Preparedness Palm Beach State College Foundation 4200 Congress Ave Lake Worth FL 33461 591818556 501(C)(3) 30568 Scholarships Cristians Reaching Out to Society 301 1ST AVE S Lake Worth FL 33460 501(C)(3) 32000 Advocacy Initiative Palm Beach County Youth for Christ 800 Northpoint Parkway Ste 202 West Palm Beach FL 33407 592197296 501(C)(3) 50000 Genral Support Aamerican Association of Critical Care PO Box 30494 Palm Beach Gardens FL 33420 952706905 501(C)(3) 8000 Critical Care Nursing Cleveland Clinic of FLorida 525 Okeechobee Blvd West Palm Beach FL 33401 650003177 501(C)(3) 50000 Genral Operating Support El Sol Neighborhood 106 Military Trail Jupiter FL 33458 501(C)(3) 50000 Sunshine Garden Florida International University Foundation 11200 SW 8th Steet AHCII 680 Miami FL 33199 237047106 170(C)(1) 12000 Knapp Medical Center Keiser University 2085 Vista Parkway West Palm Beach FL 33411 650216638 170(C)(1) 16400 Scholarships FAU Foundation 777 Glades Rd 247 Boca Raton FL 33431 590917284 501(C)(3) 31800 Scholarships FAU Christine E Lynn College of Nursing 777 Glades Rd 247 Boca Raton FL 33431 650385507 170(C)(1) 655864 Scholarships FSU Foundation A1500 University Center Tallahassee FL 32306 596152180 501(C)(3) 6000 Scholarships Hanley Center 933 45TH ST West Palm Beach FL 33407 202871945 501(C)(3) 98568 Quarterly Payment School Board of Palm Beach County 3310 Forest Hill Blvd West Palm Beach FL 33406 12500 General Support South University-West Palm Beach Campus 9801 Belvedere Rd Royal Palm Beach FL 33411 170(C)(1) 12040 Scholarships Genesis Community Health Inc 564 East Woolbright Rd Boynton Beach FL 33435 800374741 501(C)(3) 87530 Scholarships Florida Career College 1743 North Congress Ave Boynton Beach FL 33426 170(C)(1) 16500 Scholarships Health Council of Southeast Florida 600 Sandree Dr 101 Palm Beach Gardens FL 33403 501(C)(3) 15000 PBC Counts Hospice Foundation of Palm Beach County 139 North County Rd Palm Beach Gardens FL 33480 592543362 501(C)(3) 48568 Marmot Quarterly Payment Jerome Golden Center for Behavioral Health 1041 45TH ST West Palm Beach FL 33407 591171320 501(C)(3) 25000 Integration of Primary Behavioral Healthcare Jupiter Community Health Services Inc 1210 S Old Dixie Hwy 302 Jupiter FL 33458 800653642 501(C)(3) 75000 Free Primary Medical Care Clinic Mental Health Association of PBC 909 Fern St West Palm Beach FL 33401 590760220 501(C)(3) 50000 Be Merge Program Morselife Home Care Senior Services 4920 Loring Dr West Palm Beach FL 33417 501(C)(3) 75000 Just Checking NAMI of PBC 1520 10TH Ave Lake Worth FL 33460 592301320 501(C)(3) 12898 NAMI Provider Education Palm Beach Atlantic University 901 South Flagler Dr West Palm Beach FL 33416 591092732 501(C)(3) 36800 Scholarships Palm Beach Cancer Institute 1411 N Flagler Dr 8900B West Palm Beach FL 33401 5000 Scholarships Palm Beach County Food Bank 525 Gator Dr Lantana FL 33462 501(C)(3) 67300 Nutrition St Ann's Place 2107 North Dixie Hwy West Palm Beach FL 33404 501(C)(3) 25000 General Operations The Arc of Palm Beach County 1201 Australian Ave Riviera Beach FL 33404 590883386 501(C)(3) 85000 Respite Services The Lord's Place 2808 North Australian Ave West Palm Beach FL 33407 501(C)(3) 50000 Transition Project U OF Miami Miller School of Med PO Box 016960 Miami FL 33101 590624458 501(C)(3) 59000 Program Development Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Palm Healthcare Foundation practices engaged investment, a collaborative grantmaking philosophy that builds strong community relationships. Rather than treating symptoms alone, our approach to solving complex problems is to target the root causes by collaborating with community leaders, generating change from the inside out. We believe that by planting deep roots and working hand-in-hand with key leaders toward a common goal. everyone in the community can live better, healthier and more enjoyable lives together. X X 0 0 0 0 0 0 0 0 0 John Peters 149890 0 0 0 0 0 8400 0 5931 0 164221 0 0 0 Andrea Stephenson Trustee serving on organization's board. 15000 The organization granted $15,000 to Health Council of S.E. FL of which Ms. Stephenson is head council. 0 Form 990, Part VI, Section B, line 11 The orgainzation 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 non-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. Audit Report Review Process Part XII Line 2C 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. Number of Volunteers PAGE 1 LINE 6 The number of volunteers (75), does not include the uncompensated members of the board of trustees. 5205 Building LLC 5205 Greenwood Avenue West Palm Beach FL 33405 Commercial Rental Property FL 247593 7624995