Nonprofit · EIN 38-3842959
WESTMINSTER FOUNDATION III INC
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $342,709 | $1,447 | $341,262 | $24,377,509 | $1,203,431 | $23,174,078 |
| March 31, 2024 | 990 (amended) | $179,513 | $3,783 | $175,730 | $24,141,015 | $1,203,431 | $22,937,584 |
| March 31, 2023 | 990 | $185,975 | $2,553 | $183,422 | $23,634,763 | $1,203,431 | $22,431,332 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $342,709
- Net gain from sales of assets
- $194,709
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,447
- Management and general (functional)
- $1,447
Balance sheet and other
- Total assets, start of year
- $24,141,015
- Total assets, end of year
- $24,377,509
- Total liabilities, end of year
- $1,203,431
- Net assets, end of year
- $23,174,078
- Publicly traded securities
- $3,745,333
- Net assets without donor restrictions
- $23,174,078
- Gross receipts
- $1,475,270
- Employees
- 0
- Year formed
- 2011
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Officer | – | $0 | $1,176,383 | $33,597 |
| HENRY T KEITH | CEO/PRESIDEN Officer | – | $0 | $682,696 | $32,133 |
| GARRY HENNIS | COO/EXECUTIV Officer | – | $0 | $648,336 | $32,799 |
| JENNIFER MARTENS | CFO/TREASUR/ Officer | – | $0 | $275,285 | $26,215 |
| DONALD DODDRIDGE | CHAIRMAN Trustee or director, Officer | – | $0 | $0 | $0 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | – | $0 | $0 | $0 |
| HENRY T KEITH | CFO/TREASUR/ Officer | – | $0 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | – | $0 | $0 | $0 |
| STEPHEN DYE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| GREG BUSTLE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| WILLIAM BELL | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JEFFREY S MOCK | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| LINDA SHELLEY | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JOHN MARK RAMSEY | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JOHN DEBEVOISE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID CARLEN MADDUX | DIRECTOR Trustee or director | – | $0 |
| CLIFFORD WILLIAM HULL | DIRECTOR Trustee or director | – | $0 |
| KRISTIN KUTAC | DIRECTOR Trustee or director | – | $0 |
| MARY ELLEN EARLY | DIRECTOR Trustee or director | – | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Officer | – | $0 | $791,826 | $44,437 |
| HENRY T KEITH | CFO/TREASUR/ Officer | – | $0 | $613,220 | $29,978 |
| GARRY HENNIS | COO/EXECUTIV Officer | – | $0 | $564,179 | $28,188 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | – | $0 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | – | $0 | $0 | $0 |
| STEPHEN DYE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| GREG BUSTLE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| WILLIAM BELL | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| DONALD DODDRIDGE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JEFFREY MOCK | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| LINDA SHELLEY | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JOHN MARK RAMSEY | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| JOHN DEBEVOISE | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| DAVID CARLEN MADDUX | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| CLIFFORD WILLIAM HULL | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
| KRISTIN KUTAC | DIRECTOR Trustee or director | – | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Trustee or director, Officer | – | $0 | $664,385 | $36,488 |
| HENRY T KEITH | CFO/TREASUR/ Trustee or director, Officer | – | $0 | $530,394 | $24,643 |
| GARRY HENNIS | COO/EXECUTIV Officer | – | $0 | $464,464 | $20,996 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | – | $0 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | – | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 80 W LUCERNE CIR, ORLANDO, FL 32801-3779
- In care of
- % JAMES F EMERSON
- Mailing address (990-N for 2015)
- 80 WEST LUCERNE CIRCLE, ORLANDO FL 32801
- Principal officer (990 for 2024)
- JENNIFER MARTENS, 80 WEST LUCERNE CIRCLE, ORLANDO, FL 32801
- Principal officer (990-N for 2015)
- HENRY T KEITH, 80 W LUCERNE CIRCLE, ORLANDO FL 32801
- Signed the 990
- JENNIFER MARTENS, CFO/TREASUR/EXEC VP
- Phone
- (407) 839-5050
- Return prepared by
- HOSKINS QUIROS PATEL & LOID CPA LLC
Mission
WESTMINSTER FOUNDATION III, INC IS A NON-PROFIT ORGANIZATION SEPARATE FROM WESTMINSTER RETIREMENT COMMUNITIES, INC. AND ITS AFFILIATES, ESTABLISHED TO PROVIDE CHARITABLE FUNDS FOR THE SUPPORT OF NEEDY PERSONS, PROJECTS AND PROGRAMS AT RETIREMENT COMMUNITIES AND HEALTH CARE FACILITIES OWNED, OPERATED AND MANAGED BY WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ALL BENEVOLENT ASSISTANCE FOR RESIDENTS, INVESTMENTS, AND CERTAIN RELATED LIABILITIES ARE MAINTAINED BY THE FOUNDATION. ALL MEMBER'S OF WESTMINSTER FOUNDATION III, INC.'S BOARD OF DIRECTORS ARE ALSO THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS.
Program accomplishments
- GRANTS TO PRESBYTERIAN RETIREMENT COMMUNITIES, INC., WESTMINSTER RETIREMENT COMMUNITIES, INC. AND THEIR AFFILIATES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3842959
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $24,377,509
- Income (IRS master file)
- $1,475,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $342,709 | $1,447 | $24,377,509 | XML |
| 990 | March 2024 | $179,513 | $3,783 | $24,141,015 | XML |
| 990 | March 2023 | $185,975 | $2,553 | $23,634,763 | XML |
| 990 | March 2022 | $351,269 | $6,272 | $23,732,195 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: HENRY T KEITH | March 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3842959).
Questions about WESTMINSTER FOUNDATION III INC
- What is the EIN of WESTMINSTER FOUNDATION III INC?
- The employer identification number (EIN) of WESTMINSTER FOUNDATION III INC is 38-3842959.
- Is WESTMINSTER FOUNDATION III INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WESTMINSTER FOUNDATION III INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTMINSTER FOUNDATION III INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTMINSTER FOUNDATION III INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTMINSTER FOUNDATION III INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of WESTMINSTER FOUNDATION III INC?
- The 990 for the year ended March 31, 2025 names JENNIFER MARTENS.
- Who are the officers and directors of WESTMINSTER FOUNDATION III INC?
- The 990 for the year ended March 31, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does WESTMINSTER FOUNDATION III INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $342,709, expenses of $1,447 and total assets of $24,377,509 at year end.
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