2026-01-29T10:30:49-06:00 2025-08-31 590548468 PURVIS GRAY & COMPANY LLP 507 N NEW YORK AVE 200 WINTER PARK FL 32789 990 2024-09-01 590724702 DR PHILLIPS INC DRPH 4074226105 PO BOX 692709 ORLANDO FL 328692709 KENNETH D ROBINSON PRESIDENT 4074226105 2026-01-28 1 1 DAVID LEE CPA P00283801 3215944112 2026-01-28 2024 2025-03-06 01:10:19Z KENNETH D ROBINSON PO BOX 692709 ORLANDO FL 328692709 38290341 0 X WWW.DRPHILLIPS.ORG X 1997 FL 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. 8 5 23 2 93693 0 0 0 0 0 16563641 6950613 7415730 6184120 23979371 13134733 9027350 9138945 0 0 3331661 3075276 0 0 0 933780 1158944 13292791 13373165 10686580 -238432 231492900 230159798 4069490 2974820 227423410 227184978 X SEE SCHEDULE O 0 0 12786026 9138945 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 TWO OF ITS PRIMARY SUPPORTED ORGANIZATIONS, THE 4R FOUNDATION, INC. AND THE CENTRAL FLORIDA YMCA, AT NO COST OR BELOW MARKET RENTAL RATES. THE ANNUAL AMOUNT OF THE FREE AND REDUCED RENT PROVIDED TO THE SUPPORTED ORGANIZATIONS IS $948,485. 12786026 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 21 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KENNETH D ROBINSON 4074226105 PO BOX 692709 ORLANDO FL 328692709 X KENNETH D ROBINSON PRESIDENT/DIRECTOR 50.00 X X 629755 875 72769 TODD BURNETT SECRETARY/ DIRECTOR 2.00 X 2000 1500 0 JOHN HILLENMEYER DIRECTOR 2.00 X 875 625 0 STEVE CASTINO DIRECTOR 2.00 X 1125 625 0 TERRY PRATHER CHAIRMAN/DIRECTOR 2.00 X X 1750 1250 0 KEVIN BOLDING DIRECTOR 2.00 X 1250 342819 30197 JAMES K HASSON MEMBER 1.00 X 0 0 0 ED F FUREY MEMBER 1.00 X 0 0 0 GRACIELA NORIEGA JACOBY DIRECTOR 2.00 X 0 252253 30413 ROBERT MILES DIRECTOR 2.00 X 0 0 0 EM TUKDARIAN TREASURER 50.00 X 325460 0 70974 KATHERINE MARTIN CHIEF GRANTS OFFICER 50.00 X 134807 0 45323 THOMAS WILLIAMS CHIEF OPERATING OFFICER 50.00 X 229362 0 84509 SK DONNELLY CONTROLLER 50.00 X 179524 0 54574 IRIS SEGAL DIRECTOR OF LEASING 50.00 X 131059 0 59150 1636967 599947 447909 6 0 1 0 BAKER COMMERCIAL LANDSCAPING 7350 OLD CHENEY HIGHWAY ORLANDO FL 32807 LANDSCAPING 186441 GAI CONSULTANTS INC 618 E SOUTH STREET SUITE 700 ORLANDO FL 32801 CONSULTING SERVICES 129539 CALLAN LLC ONE BUSH ST SUITE 700 SAN FRANCISCO CA 94104 INVESTMENT SERVICES 126869 SC ADVISORS PO BOX 547548 ORLANDO FL 32854 CONSULTING SERVICES 117000 4 X 2818943 2818943 15019556 8930436 6089120 6089120 6089120 19598491 758351 16048454 176718 3550037 581633 4131670 4131670 SALE OF BURIAL RIGHTS 531390 93693 93693 OTHER INCOME 531110 1307 1307 95000 13134733 0 93693 13041040 9138945 9138945 1225902 1073695 152207 1030512 931424 99088 252935 223884 29051 428156 383311 44845 137771 122428 15343 14256 12747 1509 49232 43749 5483 16220 14414 1806 32733 31424 1309 538911 490194 48717 252113 227680 24433 100 89 11 9955 9163 792 11712 10268 1444 199 199 8728 8728 67753 54274 13479 CEMETERY 134072 134072 DUES, LICENSES & SUBSCI 20560 18337 2223 OTHER 2400 2400 13373165 12786026 587139 0 246552 215159 6864274 4748332 56271 50989 3675 89589 162698234 38432018 124396032 124266216 99301524 99964013 624572 825500 231492900 230159798 2943207 1807872 1126283 1166948 4069490 2974820 X 0 0 0 0 227423410 227184978 227423410 227184978 231492900 230159798 -238432 0 X 0 1 X 1 0 X X X 13 4R FOUNDATION INC (THE) 474062821 7 1 710000 0 BOYS AND GIRLS CLUBS OF CENTRAL FLORIDA INC 590951887 7 1 566000 0 CENTRAL FLORIDA YMCA 590624430 10 1 2146500 0 HEART OF FLORIDA UNITED WAY INC 590808854 7 1 475000 0 HERITAGE FOUNDATION 237327730 7 1 100000 0 JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 590972112 7 1 150000 0 ORLANDO HEALTH INC 591726273 7 1 1265000 0 PACIFIC LEGAL FOUNDATION 942197343 7 1 100000 0 SCHOOL BOARD OF ORANGE COUNTY FLORIDA 596000771 7 1 26000 0 SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA (THE) 596000779 7 1 25000 0 ADVENTHEALTH FOUNDATION INC 592219301 7 1 1005000 0 UNITED ARTS OF CENTRAL FLORIDA INC 591166446 7 1 785445 0 UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 596211832 7 1 1785000 0 13 9138945 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 316885 0 0 0 17105493 0 17422378 0 0 0 9207212 0 120744 0 8094422 0 130740062 0 6968676 0 177437417 0 315146155 0 0 0 0 315146155 0 8625011 0 306521144 0 10728240 0 0 0 10728240 0 8094422 6880259 10728240 10728240 0 10728240 9138945 0 1441821 0 0 0 10580766 3861500 10728240 35.990000000000 10728240 0 0 0 0 0 455656 455656 0 455656 0 0 10580766 0 10272584 308182 0 0 308182 0 0 0 0 308182 PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS: 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 - CASH HELD FOR EXEMPT USE: 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, RENTALINCOME 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 08/31/2020 $6,994,479 YEAR ENDED 08/31/2021 $9,452,746 YEAR ENDED 08/31/2022 $10,250,122 YEAR ENDED 08/31/2023 $10,809,462 YEAR ENDED 08/31/2024 $10,409,918 AVERAGE $9,583,345 CASH DEEMED HELD FOR CHARITABLE ACTIVITIES 90% OF AVERAGE $8,625,011 PART V, SECTION D, LINE 8 - DISTRIBUTIONS TO SUPPORTED ORGANIZATIONS: AMOUNTS PAID TO SUPPORTED ORGANIZATIONS TO ACCOMPLISH EXEMPT PURPOSES (NOT INCLUDING ALLOCABLE PROGRAM-RELATED EXPENSES) IN THE AMOUNT OF $9,138,945 (PART V, SECTION D, LINE 1), WHICH INCLUDED DISTRIBUTIONS OF $3,861,500 (PART V, SECTION D, LINE 8) TO ATTENTIVE AND RESPONSIVE SUPPORTED ORGANIZATIONS, INCLUDING $2,146,500 TO CENTRAL FLORIDA YMCA (HISTORIC AND CONTINUING GRANTEE); $710,000 TO THE 4R FOUNDATION FOR THE CREATION OF A FARMING CAMPUS ENGAGED IN A HOLISTIC APPROACH TO FOOD SYSTEMS, SUPPORTING AND CREATING PROGRAMS AROUND EDUCATION, HEALTH, ECONOMIC DEVELOPMENT AND SUSTAINABILITY; AND $1,005,000 TO ADVENTHEALTH FOR THE CREATION AND CONTINUED SUPPORT OF A FIRST-OF-ITS-KIND COMPREHENSIVE PEDIATRIC AND YOUNG ADULT MENTAL AND BEHAVIORAL HEALTH PROGRAM IN CENTRAL FLORIDA (CASY). ATTENTIVENESS AND RESPONSIVENESS WERE DETERMINED AND CONTINUOUSLY MAINTAINED BY VIRTUE OF THE GRANTS GIVEN TO THE ORGANIZATIONS FOR THE SPECIFIC CAPITAL PROJECTS AND PROGRAMS, WHICH ALLOWED FOR THE DEVELOPMENT AND ONGOING SUPPORT OF NEW PROGRAMS THAT WOULD NOT HAVE BEEN POSSIBLE 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 2024 EXCEEDED THE DISTRIBUTABLE AMOUNT COMPUTED AS SHOWN ON PAGE 6 OF THIS SCHEDULE A. 9691715 2166 9693881 116165005 64096 25833403 90395698 13828781 1190464 6625555 8393690 21756007 5973060 15782947 124266216 LEASE DEPOSITS 1166948 1166948 X 13134733 0 13134733 0 13134733 13373165 0 13373165 0 13373165 PART X, LINE 2: PART X - FIN 48 FOOTNOTE 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. 0 THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 32789 474062821 501(C)(3) 710000 0 N/A N/A EDUCATIONAL ORGANIZATION ADVENTHEALTH FOUNDATION INC 550 E ROLLINS ST ORLANDO FL 32803 592219301 501(C)(3) 1005000 0 N/A N/A CASY PROGRAM BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC PO BOX 2987 ORLANDO FL 32802 590951887 501(C)(3) 566000 0 N/A N/A YOUTH DEVELOPMENT CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION INC 433 N MILLS AVE ORLANDO FL 32803 590624430 501(C)(3) 2146500 0 N/A N/A CAPITAL FOR FACILITY HEART OF FLORIDA UNITED WAY INC 1940 CANNERY BLVD ORLANDO FL 32804 590808854 501(C)(3) 475000 0 N/A N/A SOCIAL SERVICES HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 237327730 501(C)(3) 100000 0 N/A N/A RESEARCH AND EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 150000 0 N/A N/A YOUTH EDUCATION ORLANDO HEALTH INC 1414 S KUHL AVE ORLANDO FL 32806 591726273 501(C)(3) 1265000 0 N/A N/A CAPITAL & PROGRAM NEEDS PACIFIC LEGAL FOUNDATION 555 CAPITAL MALL STE 1290 SACRAMENTO CA 95814 942197343 501(C)(3) 100000 0 N/A N/A PRIVATE PROPERTY RIGHTS SCHOOL BOARD OF ORANGE COUNTY FLORIDA 445 W AMELIA ST ORLANDO FL 32801 596000771 501(C)(1) 26000 0 N/A N/A YOUTH EDUCATION THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA 817 BILL BECK BLVD KISSIMMEE FL 34744 596000779 501(C)(1) 25000 0 N/A N/A YOUTH EDUCATION UNITED ARTS OF CENTRAL FLORIDA INC 3025 EDGEWATER DR ORLANDO FL 32804 591166446 501(C)(3) 785445 0 N/A N/A ARTS PROGRAMMING UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12424 RESEARCH PKWY 140 ORLANDO FL 32826 596211832 501(C)(3) 1785000 0 N/A N/A CAPITAL FOR FACILITY PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: 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 0 1 0 0 0 0 0 0 0 KENNETH D ROBINSON PRESIDENT/DIRECTOR 629755 875 0 0 0 0 46095 0 26674 0 702524 875 0 0 EM TUKDARIAN TREASURER 325460 0 0 0 0 0 43847 0 27127 0 396434 0 0 0 KEVIN BOLDING DIRECTOR 0 342405 1250 0 0 414 0 27522 0 2675 1250 373016 0 0 THOMAS WILLIAMS CHIEF OPERATING OFFICER 229362 0 0 0 0 0 45779 0 38730 0 313871 0 0 0 GRACIELA NORIEGA JACOBY DIRECTOR 0 230753 0 21500 0 0 0 12613 0 17800 0 282666 0 0 SK DONNELLY CONTROLLER 179524 0 0 0 0 0 27447 0 27127 0 234098 0 0 0 IRIS SEGAL DIRECTOR OF LEASING 131059 0 0 0 0 0 20420 0 38730 0 190209 0 0 0 KATHERINE MARTIN CHIEF GRANTS OFFICER 134807 0 0 0 0 0 20251 0 25072 0 180130 0 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: $107,311 FORM 990, PART III, LINE 1- ADDITIONAL INFORMATION: 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, SECTION A, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS- SEE ATTACHED DISSOLUTION RECORDS FOR PHILJOHN, INC. A WHOLLY OWNED SUBSIDIARY OF DR. PHILLIPS INC. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONE CLASS OF MEMBERS WHOSE RESPONSIBILITIES ARE TO ELECT OR REMOVE THE DIRECTORS. FORM 990, PART VI, SECTION A, 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, SECTION B, 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, SECTION B, LINE 12C ANNUAL DISCLOSURE FORM SUBMITTED BY EACH MEMBER AND OFFICER. ALL FORMS REVIEWED BY PRESIDENT AND CONFLICT OF INTEREST BOARD COMMITTEE. IF REQUESTIS SUBMITTED BY ORGANIZATION WHERE CONFLICT OF INTEREST EXISTS, CONFLICTED BOARD MEMBER CANNOT INFLUENCE OR PARTICIPATE IN VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION STUDY PERFORMED BY THIRD PARTY CONSULTANT. COMPENSATION APPROVED BY BOARD AND COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, 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)- ADDITIONAL INFORMATION: 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 $1,250 FROM DR. PHILLIPS, INC. DURING THE CALENDAR YEAR 2024. AS COMPENSATION FOR HIS SERVICES AS CEO AND PRESIDENT OF THE CENTRAL FLORIDA YMCA, MR. BOLDING RECEIVED $342,819 IN COMPENSATION FROM THE YMCA. FORM 990, PART VII, COL(E)- ADDITIONAL INFORMATION: GRACIELA NORIEGA JACOBY, A DIRECTOR OF THE DR. PHILLIPS, INC. BOARD IS ALSO THE CHIEF OPERATING OFFICER OF HEART OF FLORIDA UNITED WAY, INC., WHICH IS A BENEFICIARY OF DR. PHILLIPS, INC. MRS. JACOBY RECEIVED $0 FROM DR. PHILLIPS, INC. DURING THE CALENDAR YEAR 2024. AS COMPENSATION FOR HER SERVICES AS COO OF THE HEART OF FLORIDA UNITED WAY, MRS. JACOBY RECEIVED $252,253 IN COMPENSATION FROM THE HFUW. FORM 990, PART IX, LINE 11F- ADDITIONAL INFORMATION: 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). DR PHILLIPS CITY CENTER LLC 7400 DR PHILLIPS BLVD ORLANDO FL 32819 590724702 RE HLDINGS FL 47423 25529 DR PHILLIPS INC THE 4R FOUNDATION INC 210 N PARK AVE WINTER PARK FL 32789 474062821 FL 501(C)(3) LINE 7 N/A 0 ADVENTHEALTH FOUNDATION INC 550 E ROLLINS ST ORLANDO FL 32803 592219301 FL 501(C)(3) LINE 7 N/A 0 BOYS & GIRLS CLUBS OF CENTRAL FLORIDA INC PO BOX 2987 ORLANDO FL 32802 590951887 FL 501(C)(3) LINE 7 N/A 0 CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION INC 433 N MILLS AVE ORLANDO FL 32803 590624430 FL 501(C)(3) LINE 7 N/A 0 HEART OF FLORIDA UNITED WAY INC 1940 CANNERY BLVD ORLANDO FL 32804 590808854 FL 501(C)(3) LINE 7 N/A 0 HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 237327730 DC 501(C)(3) LINE 7 N/A 0 JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 2121 CAMDEN RD ORLANDO FL 32803 590972112 FL 501(C)(3) LINE 7 N/A 0 ORLANDO HEALTH INC 1414 S KUHL AVE ORLANDO FL 32806 591726273 FL 501(C)(3) LINE 3 N/A 0 PACIFIC LEGAL FOUNDATION 555 CAPITAL MALL STE 1290 SACRAMENTO CA 95814 942197343 CA 501(C)(3) LINE 7 N/A 0 SCHOOL BOARD OF ORANGE COUNTY FLORIDA 445 W AMELIA ST ORLANDO FL 32801 596000771 FL 501(C)(1) LINE 2 N/A 0 THE SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA 817 BILL BECK BLVD KISSIMMEE FL 34744 596000779 FL 501(C)(1) LINE 2 N/A 0 UNITED ARTS OF CENTRAL FLORIDA INC 3025 EDGEWATER DR ORLANDO FL 32804 591166446 FL 501(C)(3) LINE 7 N/A 0 UNIVERSITY OF CENTRAL FLORIDA FOUNDATION 12424 RESEARCH PKWY 140 ORLANDO FL 32826 596211832 FL 501(C)(3) LINE 5 N/A 0 PHILJOHN INC 7400 DR PHILLIPS BLVD ORLANDO FL 32819 592496544 RE BROKER FL DR PHILLIPS INC C -196 51064 1.00000 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 THE 4R FOUNDATION INC B 710000 CASH ADVENTHEALTH FOUNDATION INC B 1005000 CASH BOYS AND GIRLS CLUBS OF CENTRAL FLORIDA B 566000 CASH CENTRAL FLORIDA YOUNG MEN'S CHRISTIAN ASSOCIATION INC B 2146500 CASH HEART OF FLORIDA UNITED WAY INC B 475000 CASH HERITAGE FOUNDATION B 100000 CASH JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC B 150000 CASH ORLANDO HEALTH INC B 1265000 CASH PACIFIC LEGAL FOUNDATION B 100000 CASH SCHOOL BOARD OF ORANGE COUNTY FLORIDA B 26000 CASH SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA B 25000 CASH UNITED ARTS OF CENTRAL FLORIDA INC B 785445 CASH UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC B 1785000 CASH SCHEDULE R, PART II, 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. SUBSEQUENT TO DR. PHILLIPS, INC. YEAR END, PHILJOHN, INC. WAS DISSOLVED. THE ARTICLES OF DISSOLUTION WERE FILED ON DECEMBER 17, 2025, WITH THE STATE OF FLORIDA. THE ARTICLES OF DISSOLUTION HAVE BEEN ATTACHED TO THIS FORM 990. THE REMAINING SOLE ASSET OF PHILJOHN, INC. WAS CASH IN THE AMOUNT OF $6,597, WHICH WAS DISTRIBUTED TO ITS PARENT, DR. PHILLIPS, INC. UPON DISSOLUTION. 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.