2025-08-15T09:27:13-05:00 2024-12-31 202153727 SB & COMPANY LLC 10200 GRAND CENTRAL AVE SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 592330166 FLORIDA HOSPITAL WATERMAN FOUNDATION INC FLOR 3522533270 1500 WATERMAN WAY STE 3506 TAVARES FL 32778 TODD MAZENKO CHAIR 3522533270 2025-08-11 1 1 PAMELA GRAY P01237506 4105840060 2024 2025-03-06 01:10:19Z TODD MAZENKO 1500 WATERMAN WAY STE 3506 TAVARES FL 32778 18758022 0 X HTTPS://WWW.ADVENTHEALTH.COM/ADVENTHEALTH-FOUNDAT X 1983 FL TO SUPPORT FLORIDA HOSPITAL WATERMAN IN HEALTHCARE EXCELLENCE THROUGH CHARITABLE GIVING. 15 15 0 165 0 0 2519898 4363898 0 0 1551570 3359412 205983 272186 4277451 7995496 2083598 5340182 0 0 648078 692716 0 0 444644 380863 588452 3112539 6621350 1164912 1374146 37683489 40919191 186070 169656 37497419 40749535 TO SUPPORT FLORIDA HOSPITAL WATERMAN IN HEALTHCARE EXCELLENCE THROUGH CHARITABLE GIVING. 0 0 5500319 5340182 FLORIDA HOSPITAL WATERMAN FOUNDATION SEEKS DONOR CONTRIBUTIONS AND GRANT FUNDS TO SUPPORT AND ENHANCE HEALTHCARE PROGRAMS AND SERVICES AVAILABLE TO OUR COMMUNITY THROUGH FLORIDA HOSPITAL WATERMAN, INC, A 501(C)(3) HOSPITAL IN LAKE COUNTY, FLORIDA. MAJOR AREAS OF FOCUS INCLUDE THE FHW HEART CENTER, EMERGENCY SERVICES, THE FHW COMMUNITY PRIMARY HEALTH CLINIC, FHW CANCER CENTER, AND SCHOLARSHIP PROGRAMS. 5500319 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 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 BRENDA MULHOLLAND 3522533270 1500 WATERMAN WAY STE 3506 TAVARES FL 32778 TODD MAZENKO CHAIR 1.00 X X 0 0 0 MATT HACKLER VICE CHAIR & TREASURER 1.00 X X 0 0 0 PAT LANNON SECRETARY 1.00 X X 0 0 0 SINE WALLACE TRUSTEE 1.00 X 0 0 0 MIKE WELTER TRUSTEE 1.00 X 0 0 0 DEAN SIMMONS TRUSTEE 1.00 X 0 0 0 ROBERT WHITE TRUSTEE 1.00 X 0 0 0 PETER MARZEK TRUSTEE 1.00 X 0 0 0 ABEL BIRI TRUSTEE 1.00 X 0 0 0 MICHAEL FOUNTAIN TRUSTEE 1.00 X 0 0 0 SUSAN CADDELL TRUSTEE 1.00 X 0 0 0 F DALTON YANCEY III TRUSTEE 1.00 X 0 0 0 KEIRE RICE HOSLEY TRUSTEE 1.00 X 0 0 0 MONICA MCDONALD TRUSTEE 1.00 X 0 0 0 ROBERT ADRID TRUSTEE 1.00 X 0 0 0 SONJA SANDERS TRUSTEE 1.00 X 0 0 0 MABEL VALDIVIA DIAZ EXECUTIVE DIRECTOR 40.00 X 0 245498 0 0 245498 0 0 0 1 0 0 262272 4101626 2672037 4363898 829622 829622 13025114 10495324 2529790 2529790 2529790 262939 109461 153478 153478 276449 157741 118708 118708 7995496 2648498 0 983100 5340182 5340182 245498 49100 73649 122749 447218 89443 134166 223609 44628 152 42191 2285 234616 234616 168609 588 159200 8821 33547 4458 5944 23145 37639 3764 3764 30111 18098 5278 9285 3535 POSTAGE AND PRINTING 28372 4754 5176 18442 MISCELLANEOUS 13139 2600 6925 3614 DUES AND SUBSCRIPTIONS 9804 1471 8333 6621350 5500319 676387 444644 558404 234803 29996 29996 2571453 3372267 142419 11005 103402 143034 15944 39819 123253 33253 90000 90000 34171871 36998267 37683489 40919191 145473 127459 40597 42197 186070 169656 X 31596471 33875551 5900948 6873984 37497419 40749535 37683489 40919191 1374146 1877970 0 X X 0 1 X 1 0 X 2088346 2159240 1469143 1758286 2934309 10409324 300905 284532 147007 728981 1429589 2891014 2389251 2443772 1616150 2487267 4363898 13300338 5200 5200 0 5200 5200 13295138 627245 688619 553764 713232 829622 3412482 627245 688619 553764 713232 829622 3412482 3016496 3132391 2169914 3200499 5193520 16712820 0.79550 0.75040 0.20420 0.24920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90000 90000 4944 4944 0 28309 28309 0 90000 ANNUITY PAYABLE 42197 42197 X 9666090 1877970 27240 1905210 7760880 234616 234616 7995496 6413974 27240 27240 6386734 234616 234616 6621350 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES, OTHER THAN NET UNRELATED BUSINESS INCOME TAXES, UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND IS RECOGNIZED AS SUCH BY THE INTERNAL REVENUE SERVICE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, AND DETERMINED THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2021 THROUGH 2024 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FOUNDATION FILES TAX RETURNS. IT IS THE FOUNDATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. GALA 129294 129294 63732 FALL GOLF TOURNAMENT 94796 94796 32579 1 38849 38849 13150 262939 262939 109461 109461 153478 0 FLORIDA HOSPITAL WATERMAN 1000 WATERMAN WAY TAVARES FL 32778 593140669 501C3 2664549 2675633 FMV DRUGS & MEDICAL SUPPLIES HOSPITAL OPERATIONS 0 0 0 0 0 0 0 0 0 MABEL VALDIVIA DIAZ EXECUTIVE DIRECTOR 0 245498 0 0 0 0 0 0 0 0 0 245498 0 0 X 2672037 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AT THE SPRING BOARD MEETING, MANAGEMENT AND THE BOARD OF TRUSTEES REVIEW FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD SUBMITS IN WRITING TO THE EXECUTIVE DIRECTOR A LIST OF ALL BUSINESS OF OTHER ORGANIZATIONS A LIST OF ALL BUSINESSES OR OTHER ORGANIZATIONS FOR WHICH HE/SHE IS AN OFFICER, TRUSTEE, MEMBER, OWNER, EMPLOYEE, OR FOR WHICH ONE MAY ACT AS AN AGENT WHICH HAS OR ANTICIPATES ENTERING INTO A BUSINESS RELATIONSHIP OR TRANSACTION WITH THE CORPORATION. IN THE EVENT THERE IS A POTENTIAL CONFLICT, SAID BOARD MEMBER WILL RECUSE HIMSELF/HERSELF FROM ANY VOTE. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED. ALL KEY STAFF COMPENSATION IS DETERMINED BY ORGANIZATIONAL REVIEW OF EXPERIENCE, COMPARABLE COMPENSATION, AND ORGANIZATIONAL LEVELS FOR SAID ROLE AND APPROVED BY FINANCE COMMITTEE AND THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FLORIDA HOSPITAL WATERMAN 1000 WATERMAN WAY TAVARES FL 32778 593140669 TAX-EXEMPT HOSPITAL FL 501C3 3 N/A 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 FLORIDA HOSPITAL WATERMAN Q 3656 FMV FLORIDA HOSPITAL WATERMAN J 23583 FMV FLORIDA HOSPITAL WATERMAN B 2664549 CASH FLORIDA HOSPITAL WATERMAN R 2672037 FMV