2024-01-30T15:21:14-06:00 2023-08-31 BDO USA 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990 2022-09-01 590724702 Dr Phillips Inc % KENNETH D ROBINSON DRPH 4074226105 PO BOX 692709 ORLANDO FL 328692709 KENNETH D ROBINSON PRESIDENT 4074226105 2024-01-25 true KENNETH D ROBINSON 999009999 Jacob Cook P01240455 6167747000 2 2022 2023-04-26 12:10:37Z KENNETH D ROBINSON PO BOX 692709 ORLANDO FL 328692709 64309093 false X www.drphillips.org X 1997 FL SEE SCHEDULE O 6 4 19 2 81250 0 0 0 0 0 11703142 7478513 7381567 7767364 19084709 15245877 9272586 9658256 0 0 2626731 2808733 0 0 0 833116 907333 12732433 13374322 6352276 1871555 219173154 220205936 4301379 3469106 214871775 216736830 X SEE SCHEDULE O false false 12772399 9658256 0 SUPPORT ORGANIZATION FOR NAMED EXEMPT ORGANIZATIONS UNDER IRS 501(C)(3). SEE LIST OF GRANTS IN SCHEDULE A AND SCHEDULE I. IN ADDITION TO CASH CONTRIBUTIONS, THE ORGANIZATION HAS ENTERED INTO COMMERCIAL LEASE ARRANGEMENTS WITH THREE OF ITS SUPPORTED ORGANIZATIONS AT NO COST OR BELOW MARKET RENTAL RATES. THE ANNUAL AMOUNT OF THE FREE AND REDUCED RENT PROVIDED TO THE SUPPORTED ORGANIZATIONS IS $310,480. 12772399 true false false false false false false false false false true false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 31 0 true 19 true true true false false false false false false false false false false false X 6 4 true false false false true true true true true false false true true true true true true true true false X X KENNETH D ROBINSON 4074226105 7400 DR PHILLIPS BLVD orlando FL 32819 X KENNETH D ROBINSON PRESIDENT/CEO/DIRECTOR 50.0 0.0 X X 533954 1375 132453 EM TUKDARIAN TREASURER 50.0 0.0 X 258426 0 63785 KEVIN BOLDING DIRECTOR 2.0 0.0 X 2250 283145 0 SK DONNELLY CONTROLLER 50.0 0.0 X 141695 0 46162 SHANE TAYLOR CONSTRUCTION MANAGER 50.0 0.0 X 136261 0 43691 KATHERINE MARTIN SECRETARY 50.0 0.0 X 95865 0 37244 HL BURNETT DIRECTOR (Through 01/2023) 2.0 0.0 X 1967 1625 0 JOHN HILLENMEYER DIRECTOR 2.0 0.0 X 1500 1250 0 TERRY W PRATHER CHAIRMAN/DIRECTOR 2.0 0.0 X X 1500 1000 0 JAMES W FERBER DIRECTOR 10.0 0.0 X 1500 1000 0 STEVEN R CASTINO DIRECTOR 2.0 0.0 X 625 375 0 RK KELLEY DIRECTOR 2.0 0.0 X 750 0 0 TODD L BURNETT DIRECTOR (As of 01/2023) 2.0 0.0 X 0 0 0 JAMES K HASSON MEMBER 1.0 0.0 X 0 0 0 EDF FUREY MEMBER 1.0 0.0 X 0 0 0 THOMAS J WILLIAMS CHIEF OPERATING OFFICER 50.0 0.0 X 0 0 0 1176293 289770 323335 4 false true false DAP DESIGN 1800 N ORANGE AVENUE SUITE A ORLANDO FL 32804 ARCHITECTURAL SVCS 444941 GAI CONSULTANTS 618 E SOUTH STREET SUITE 700 ORLANDO FL 32801 CONSULTING SVCS 393777 HUNTON BRADY ARCHITECTS PA 333 S Garland AveNUE Suite 1100 ORLANDO FL 32801 ARCHITECTURAL SVCS 238108 SC ADVISORS PO BOX 547548 ORLANDO FL 32854 CONSULTING SVCS 216000 BAKER COMMERCIAL LANDSCAPING 7350 Old Cheney Highway ORLANDO FL 32807 LANDSCAPING SVCS 139416 11 0 0 3836872 3836872 0 0 13173197 5487463 7685734 0 7685734 7685734 44586918 2630476 42616792 958961 1970126 1671515 3641641 3641641 0 0 0 0 0 0 0 0 0 SALE OF BURIAL RIGHTS 531390 81250 81250 OTHER INCOME 531110 380 380 81630 15245877 81250 15164627 X 9658256 9658256 0 0 0 1049748 893898 155850 0 1010032 881005 129027 240196 206995 33201 380043 329387 50656 128714 110912 17802 0 15066 13000 2066 44947 38731 6216 0 0 15501 13357 2144 0 18554 18164 390 446063 389536 56527 126159 108740 17419 0 100 86 14 10270 9497 773 0 6799 6556 243 150 150 0 1615 1615 59445 45523 13922 CEMETERY 102034 102034 DUES & SUBSCRIPTIONS 56581 48756 7825 OTHER EXPENSES 4049 4049 13374322 12772399 601923 0 444140 312614 14811848 10450104 0 0 2609725 42265 0 0 0 0 0 0 0 0 4089 3675 132232285 29507709 84378071 102724576 116793695 106403026 0 0 0 0 0 0 131586 269676 219173154 220205936 1331798 2373147 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2969581 1095959 4301379 3469106 X 0 0 0 0 214871775 216736830 214871775 216736830 219173154 220205936 X 1871555 -6500 X false true X true false X X X 13 THE 4R FOUNDATION INC 474062821 7 true 1760200 0 BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC 590951887 7 true 521000 0 CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION INC 590624430 10 true 2035000 0 HEART OF FLORIDA UNITED WAY INC 590808854 7 true 122500 0 THE HERITAGE FOUNDATION INC 237327730 7 true 100000 0 JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 590972112 7 true 260756 0 ORLANDO HEALTH INC 591726273 3 true 2452500 0 PACIFIC LEGAL FOUNDATION 942197343 7 true 100000 0 SCHOOL BOARD OF ORANGE COUNTY FLORIDA 596000771 2 true 22500 0 THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA 596000779 2 true 20000 0 SUNSYSTEM DEVELOPMENT CORPORATION 592219301 7 true 8800 0 UNITED ARTS OF CENTRAL FLORIDA INC 591166446 7 true 230000 0 UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 596211832 5 true 2025000 0 13 9658256 0 true false false false false false false false false false false true false false false false true true true 204232 0 15386465 15590697 0 8733691 90521 6766485 147218873 13011313 152009948 312240134 0 0 312240134 7798366 304441768 10655462 0 10655462 6766485 5751512 10655462 10655462 0 10655462 9658256 0 1151206 0 0 0 10809462 3804000 10655462 35.7 10655462 0 0 0 0 0 96114 96114 0 96114 0 0 10809462 0 10559348 250114 0 0 250114 0 0 0 0 2374907 PART IV, SECTION E, LINE 3: THE ORGANIZATION REGULARLY MEETS THROUGHOUT THE YEAR WITH ALL OF ITS SUPPORTED ORGANIZATIONS FOR THE PURPOSE OF REVIEWING INVESTMENT POLICIES, TIME AND MANNER OF MAKING GRANTS, SELECTION OF GRANT RECIPIENTS, AND USE OF INCOME ON INVESTMENTS. IN ADDITION, REPRESENTATIVES OF TWO OF THE SUPPORTED ORGANIZATIONS SERVE AS VOTING MEMBERS OF THE INVESTMENT COMMITTEE OF THE ORGANIZATION AND HAVE A SIGNIFICANT VOICE IN THE INVESTMENT DECISIONS OF THE ORGANIZATION. PART V, SECTION B, LINE 4: DR. PHILLIPS, INC. REQUIRES A GREATER AMOUNT OF CASH AVAILABLE BECAUSE ITS MIX OF INVESTMENT ASSETS REQUIRES MORE CASH AVAILABILITY THAN AN INVESTMENT PORTFOLIO COMPOSED ONLY OF SECURITIES. IN ADDITION TO GRANT-MAKING ACTIVITIES AND MANAGEMENT OF A PORTFOLIO OF TRADED SECURITIES, DR. PHILLIPS, INC. MANAGES AND MAINTAINS A LARGE NUMBER OF COMMERCIAL, RENTAL-INCOME GENERATING REAL ESTATE PROPERTIES, WHICH REQUIRES CONSIDERABLY MORE CASH ON HAND THAN IS NEEDED BY A PASSIVE INVESTMENT ORGANIZATION. ACTUAL ADMINISTRATIVE AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH DR. PHILLIPS, INC.'S CHARITABLE ACTIVITY EXCEED THE 1 1/2% OF THE FAIR MARKET VALUE OF ALL NON-EXEMPT USE ASSETS. YEAR ENDED 08/31/2018 $10,300,444 YEAR ENDED 08/31/2019 $6,326,462 YEAR ENDED 08/31/2020 $6,994,479 YEAR ENDED 08/31/2021 $9,452,746 YEAR ENDED 08/31/2022 $10,250,122 AVERAGE $8,664,851 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $7,798,366 PART V, SECTION D, LINE 1 & 8: AMOUNTS PAID TO SUPPORTED ORGANIZATIONS TO ACCOMPLISH EXEMPT PURPOSES (NOT INCLUDING ALLOCABLE PROGRAM-RELATED EXPENSES) IN THE AMOUNT OF $9,658,256 (PART V, SECTION D, LINE 1), WHICH INCLUDED DISTRIBUTIONS OF $3,804,000 (PART V, SECTION D, LINE 8) TO ATTENTIVE AND RESPONSIVE SUPPORTED ORGANIZATIONS, INCLUDING $2,035,000 TO CENTRAL FLORIDA YMCA, $1,760,200 TO THE 4R FOUNDATION AND $8,800 TO THE SUNSYSTEM DEVELOPMENT CORPORATION CENTER FOR ADVANCEMENT AND SUPPORT OF YOUTH (CASY) PROGRAM. ATTENTIVENESS AND RESPONSIVENESS WAS DETERMINED AND CONTINUOUSLY MAINTAINED BY VIRTUE OF THE NATURE OF THE GRANTS GIVEN TO THE ORGANIZATIONS FOR SPECIFIC CAPITAL PROJECTS AND PROGRAMS THAT WOULD HAVE BEEN INTERRUPTED OR ELIMINATED HAD THE ORGANIZATION NOT PROVIDED SUPPORT AS WELL AS THROUGH THE LONG-STANDING RELATIONSHIP BETWEEN THE ORGANIZATIONS. AS SHOWN ON PAGE 7 OF THIS SCHEDULE A, DISTRIBUTIONS TO ATTENTIVE SUPPORTED ORGANIZATIONS EXCEED 33.3%, AND THE DISTRIBUTIONS FOR 2022 EXCEEDED THE DISTRIBUTABLE AMOUNT COMPUTED AS SHOWN ON PAGE 6 OF THIS SCHEDULE A. 9685653 2166 9687819 103664425 64096 20693327 83035194 7929740 1248695 4626475 4551960 9637510 0 4187907 5449603 102724576 0 LEASE DEPOSITS 1095959 1095959 X 15245877 15245877 15245877 13374322 13374322 13374322 SCHEDULE D, PART X, LINE 2: THE ORGANIZATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE CONSOLIDATED STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS - TAX REPORTING BASIS. THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE ORGANIZATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE ORGANIZATION'S OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. true THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 32789 474062821 501(C)(3) 1760200 N/A N/A EDUCATIONAL ORGANIZATION BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 521000 N/A N/A YOUTH DEVELOPMENT CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION 433 N MILLS AVE ORLANDO FL 32803 590624430 501(C)(3) 2035000 N/A N/A Capital for facility HEART OF FLORIDA UNITED WAY INC 1940 Cannery Blvd ORLANDO FL 32804 590808854 501(C)(3) 122500 N/A N/A SOCIAL SERVICES THE HERITAGE FOUNDATION INC 214 MASS AVE NE WASHINGTON DC 20002 237327730 501(C)(3) 100000 N/A N/A RESEARCH AND EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 260756 N/A N/A YOUTH EDUCATION ORLANDO HEALTH INC 1414 S KUHL AVE ORLANDO FL 32806 591726273 501(C)(3) 2452500 N/A N/A CAPITAL & PROGRAM NEEDS PACIFIC LEGAL FOUNDATION 555 Capital Mall Ste 1290 SACRAMENTO CA 95814 942197343 501(C)(3) 100000 N/A N/A PRIVATE PROPERTY RIGHTS SCHOOL BOARD OF ORANGE COUNTY FLORIDA 445 W AMELIA ST ORLANDO FL 32801 596000771 501(C)(1) 22500 N/A N/A YOUTH EDUCATION THE SCHOOL DISTRICT OF OSCEOLA COUNTY FL 817 BILL BECK BLVD KISSIMMEE FL 34744 596000779 501(C)(1) 20000 N/A N/A YOUTH EDUCATION SUNSYSTEM DEVELOPMENT CORPORATION 550 E ROLLINS ST ORLANDO FL 32803 592219301 501(C)(3) 8800 N/A N/A CASY Program UNITED ARTS OF CENTRAL FLORIDA INC 3025 Edgewater Dr ORLANDO FL 32804 591166446 501(C)(3) 230000 N/A N/A ARTS PROGRAMMING UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12424 RESEARCH PKWY 250 ORLANDO FL 32826 596211832 501(C)(3) 2025000 N/A N/A CAPITAL FOR FACILITY 13 0 SCHEDULE I, PART I, LINE 2: DR. PHILLIPS, INC. GRANT STAFF AND OFFICERS OBTAIN AND REVIEW REPORTS FROM BENEFICIARIES TO ENSURE FUNDS EXPENDED ARE IN ACCORDANCE WITH THE BOARD'S APPROVAL OF GRANT AND RESULTS ACHIEVED. X X X X X X false true false false false false false false false KENNETH D ROBINSON PRESIDENT/CEO/DIRECTOR 533954 1375 0 0 0 0 108005 0 24448 0 666407 1375 0 0 EM TUKDARIAN TREASURER 258426 0 0 0 0 0 39356 0 24429 0 322211 0 0 0 SK DONNELLY CONTROLLER 141695 0 0 0 0 0 21733 0 24429 0 187857 0 0 0 SHANE TAYLOR CONSTRUCTION MANAGER 136261 0 0 0 0 0 21095 0 22596 0 179952 0 0 0 KEVIN BOLDING DIRECTOR 0 283145 0 0 2250 0 0 0 0 0 2250 283145 0 0 SCHEDULE J, PART I, LINE 4B: DR. PHILLIPS, INC. CONTRIBUTED THE FOLLOWING TO THE PRESIDENT'S 457(F) DEFERRED COMPENSATION PLAN: KENNETH D. ROBINSON: $48,444 FORM 990, PART I, LINE 1: TO PRESERVE THE LEGACY OF THE DR. PHILLIPS FAMILY THROUGH SUPPORT OF THE CHARITABLE NEEDS OF CENTRAL FLORIDA, FREE ENTERPRISE SYSTEM AND PRIVATE PROPERTY RIGHTS AND CONTINUE THE STANDARDS OF EXCELLENCE, ACCOUNTABILITY AND RESPONSIBILITY ESTABLISHED BY THE PHILLIPS FAMILY THROUGH FUNDING AND COUNSEL. FORM 990, PART III, LINE 1: TO PRESERVE THE LEGACY OF THE DR. PHILLIPS FAMILY BY CONTINUING SUPPORT OF THE FREE ENTERPRISE SYSTEM AND PRIVATE PROPERTY RIGHTS. TO RESPONSIBLY SUPPORT THE CHARITABLE NEEDS OF CENTRAL FLORIDA THROUGH FUNDING AND COUNSEL. TO CONTINUE THE STANDARD OF EXCELLENCE, ACCOUNTABILITY AND RESPONSIBILITY ESTABLISHED BY THE PHILLIPS FAMILY. FORM 990, PART VI, LINE 2: H.L. BURNETT AND TODD BURNETT HAVE A FAMILY RELATIONSHIP. H.L. BURNETT RESIGNED FROM THE BOARD ON 01//04/2023. TODD BURNETT WAS ELECTED TO THE BOARD ON 01/05/2023. FORM 990, PART VI, LINE 6: THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. FORM 990, PART VI, LINE 7A: THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. FORM 990, PART VI, LINE 7B: THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. THE MEMBERS ALSO HAVE THE AUTHORITY TO VOTE ON DECISIONS CONCERNING THE CORPORATION, INCLUDING AMENDMENT OF THE ARTICLES OF INCORPORATION, BYLAWS AND DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, LINE 11B: FORM 990 REVIEWED BY TREASURER AND PRESIDENT FOR ACCURACY AND FINANCIAL RESULTS ARE COMPARED TO AUDIT. REVIEWED DRAFT SUBMITTED TO CPA FIRM AND LEGAL COUNSEL TO ENSURE COMPLIANCE WITH LAW. FORM 990 PROVIDED TO DIRECTORS PRIOR TO FILING. FORM 990, PART VI, LINE 12C: ANNUAL DISCLOSURE FORM SUBMITTED BY EACH MEMBER AND OFFICER. ALL FORMS REVIEWED BY PRESIDENT AND CONFLICT OF INTEREST BOARD COMMITTEE. IF REQUEST IS SUBMITTED BY ORGANIZATION WHERE CONFLICT OF INTEREST EXISTS, CONFLICTED BOARD MEMBER CANNOT INFLUENCE OR PARTICIPATE IN VOTE. FORM 990, PART VI, LINE 15A: COMPENSATION STUDY PERFORMED BY THIRD PARTY CONSULTANT. COMPENSATION APPROVED BY BOARD AND COMPENSATION COMMITTEE. FORM 990, PART VI, LINE 15B: COMPENSATION STUDY PERFORMED BY THIRD PARTY CONSULTANT. COMPENSATION APPROVED BY BOARD AND COMPENSATION COMMITTEE. FORM 990, PART VI, LINE 19: ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO THE PUBLIC AT OUR OFFICE UPON REQUEST. THE FORM 990 TAX RETURN IS AVAILABLE TO THE PUBLIC AT GUIDESTAR. FORM 990, PART VII, COL(E): KEVIN BOLDING, A DIRECTOR OF THE DR. PHILLIPS, INC. BOARD IS ALSO THE PRESIDENT OF THE CENTRAL FLORIDA YMCA, WHICH IS A PRIMARY BENEFICIARY OF DR. PHILLIPS, INC. MR. BOLDING RECEIVED $2,250 FROM DR. PHILLIPS, INC. DURING THE CALENDAR YEAR 2022. AS COMPENSATION FOR HIS SERVICES AS CEO AND PRESIDENT OF THE CENTRAL FLORIDA YMCA, MR. BOLDING RECEIVED $283,145 IN COMPENSATION FROM THE YMCA. FORM 990, PART IX, LINE 11F: INVESTMENT CONSULTING FEES ARE NETTED AGAINST INVESTMENT INCOME (PART VIII, LINE 3). THE "INVESTMENT MANAGEMENT FEES" SHOWN ON PART IX, LINE 11F ARE EMPLOYMENT RELATED 401K PLAN ADMINISTRATION FEES WHICH ARE ALLOCATED IN THE SAME MANNER AS THE ORGANIZATION'S SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS (PART I, LINE 15). FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS DUE TO LATE ENTRY MADE IN THE AMOUNT OF ($6,500) FOR A CPA TAX ACCRUAL. DR PHILLIPS CITY CENTER LLC 7400 DR PHILLIPS BLVDS ORLANDO FL 32819 RE HLDINGS FL -699 860461 DR PHILLIPS BOYS & GIRLS CLUBS OF CENTRAL FLORIDA PO BOX 2987 ORLANDO FL 32802 590951887 YOUTH SVCS FL 501(C)(3) 7 NA false CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN AS 433 N MILLS AVE ORLANDO FL 32803 590624430 CHARITABLE OR FL 501(C)(3) 9 NA false HEART OF FLORIDA UNITED WAY INC 1940 Canner Blvd ORLANDO FL 32804 590808854 UNITED WAY FL 501(C)(3) 7 NA false JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA 2121 CAMDEN ROAD ORLANDO FL 32803 590972112 YOUTH SVCS FL 501(C)(3) 7 NA false ORLANDO HEALTH INC 1414 S KUHL AVE ORLANDO FL 32806 591726273 NFP HEALTHCAR FL 501(C)(3) 3 NA false PACIFIC LEGAL FOUNDATION 555 Capital Mall Ste 1290 SACRAMENTO CA 95814 942197343 PRIVATE PROP CA 501(C)(3) 7 NA false SCHOOL BOARD OF ORANGE COUNTY FLORIDA 445 W AMELIA STREET ORLANDO FL 32801 596000771 YOUTH EDUCATI FL 501(C)(1) 2 NA false THE SCHOOL DISTRICT OF OSCEOLA COUNTY FL 817 BILL BECK BLVD KISSIMMEE FL 34744 596000779 YOUTH EDUCATI FL 501(C)(1) 2 NA false SUNSYSTEM DEVELOPMENT CORP 550 E ROLLINS ST ORLANDO FL 32803 592219301 NFP HEALTH FL 501(C)(3) 7 NA false UNITED ARTS OF CENTRAL FLORIDA INC 3025 Edgewater Drive Orlando FL 32804 591166446 PROMOTE COMM FL 501(C)(3) 7 NA false UNIVERISITY OF CENTRAL FLORIDA FOUNDATIO 12424 RESEARCH PKWY ORLANDO FL 32826 596211832 PUBLIC UNIV FL 501(C)(3) 5 NA false THE DR P PHILLIPS FOUNDATION PO BOX 692709 ORLANDO FL 32869 596135403 PRIVATE FOUND FL 501(C)(3) PF NA true THE HERITAGE FOUNDATION INC 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 237327730 RESEARCH/EDUC DC 501(C)(3) 7 NA false THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 32789 474062821 EDU ORG 501(C)(3) 7 NA false PHILJOHN INC 7400 DR PHILLIPS BLVD ORLANDO FL 32819 592496544 RE BROKER FL DR PHILLIPS INC C -2451 99057 1.00000 true false true false false false false false false false true false false false true true false true false false THE 4R FOUNDATION INC B 1760200 CASH BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC B 521000 CASH CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOC B 2035000 CASH HEART OF FLORIDA UNITED WAY INC B 122500 CASH THE HERITAGE FOUNDATION INC B 100000 CASH JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC B 260756 CASH ORLANDO HEALTH INC B 2452500 CASH PACIFIC LEGAL FOUNDATION B 100000 CASH UNITED ARTS OF CENTRAL FLORIDA INC B 230000 CASH UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC B 2025000 CASH SCHOOL BOARD OF ORANGE COUNTY FL B 22500 CASH THE SCHOOL DISTRICT OF OSCEOLA COUNTY FL B 20000 CASH SUNSYSTEM DEVELOPMENT CORPORATION B 8800 CASH SCHEDULE R, PART I, LINE (1): NO EIN AS THE ENTITY IS A SMLLC. SCHEDULE R, PART IV, LINE (1): THE ORGANIZATION IS THE SOLE OWNER OF A C CORPORATION KNOWN AS PHILJOHN, INC., WHICH SERVES AS A REAL ESTATE BROKER TO FACILITATE PURCHASES AND SALES OF RENTAL REAL PROPERTY HELD BY THE ORGANIZATION AS INVESTMENT OR PROGRAM RELATED ASSETS. IT IS NOT A BUSINESS ENTERPRISE BECAUSE IT IS NOT AN UNRELATED TRADE OR BUSINESS. MOREOVER, THE ORGANIZATION HAS A PERIOD OF 20 YEARS FROM JANUARY 1, 2007, TO DISPOSE OF ANY EXCESS BUSINESS HOLDINGS THAT MAY EXIST. SCHEDULE R, PART V, LINE 2: THE DR. P. PHILLIPS FOUNDATION ("TDPPF") LEASES OFFICE SPACE TO DR. PHILLIPS, INC. ("DPI"), A 501(C)(3) NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) FOR NO SEPARATELY-STATED RENT. TDPPF AND DPI ARE RELATED TAX-EXEMPT ORGANIZATIONS WHOSE OFFICERS AND DIRECTORS ARE SUBSTANTIALLY THE SAME. AS PART OF THE CONSIDERATION FOR SUCH LEASE, DPI FURNISHES MANAGEMENT AND ADMINISTRATIVE PERSONNEL FOR ACCOUNTING, LEGAL AND GRANT-MAKING FUNCTIONS OF TDPPF. THE VALUE OF THE PERSONNEL IS ROUGHLY EQUIVALENT TO THE MARKET RENT THAT WOULD BE RECEIVED FROM A THIRD-PARTY IN AN ARMS-LENGTH TRANSACTION.