WESTMINSTER FOUNDATION III INC Charity Report

Public IRS 990 nonprofit record

WESTMINSTER FOUNDATION III INC

EIN 38-3842959 · Senior Citizens Housing & Retirement Communities (L22)

What they do

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 MEMBERS of WESTMINSTER FOUNDATION III, INC.S BOARD of DIRECTORS ARE ALSO THE MEMBERS of THE FOUNDATIONS BOARD of DIRECTORS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $0.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$0.42spent for every $100 of revenueRevenue covered expenses this year.

$100.00of every $100 spent was reported for management and office costsThis number alone does not tell us how much good they did.

$16,846.93in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $33,597 for TERENCE ROGERS (CEO/PRESIDEN). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100spent

Where each $100 went

These are the charity’s reported Form 990 spending categories.

Mission workProgram services$0.00

ManagementOffice and general costs$100.00

FundraisingAsking for donations$0.00

Has the pattern changed?

Each bar shows the share of annual spending reported for mission work, management, and fundraising.

20240.0% mission

20230.0% mission

20220.0% mission

20210.0% mission

202099.0% mission

20190.0% mission

201899.9% mission

201799.2% mission

Money in and money out

Revenue$342,709

Expenses$1,447

Annual surplus $341,262 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Management and office costs$1,447 · 100.0% of expenses

See all reported dollar amounts

Revenue$342,709

Expenses$1,447

Assets$24,377,509

Income$1,475,270

Grants given$9,587,778

Average grant$3,195,926

Management and general$1,447

Stocks and bonds$3,745,333

Accounting fees$1,447

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TERENCE ROGERSCEO/PRESIDEN $33,597Base · Other $33,597

GARRY HENNISCOO/EXECUTIV $32,799Base · Other $32,799

JENNIFER MARTENSCFO/TREASUR/ $26,215Base · Other $26,215

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

TERENCE ROGERSCEO/PRESIDEN

GARRY HENNISCOO/EXECUTIV

JENNIFER MARTENSCFO/TREASUR/

JOHN DEBEVOISEDIRECTOR

WILLIAM BELLDIRECTOR

STEPHEN DYEDIRECTOR

MEGAN FAUBELSECRETARY

MARY ELLEN EARLYDIRECTOR

LINDA SHELLEYDIRECTOR

KRISTIN KUTACDIRECTOR

JOHN MARK RAMSEYDIRECTOR

JOHN HILLENMEYERCHAIRMAN

JEFFREY S MOCKDIRECTOR

HENRY T KEITHCFO/TREASUR/

GREG BUSTLEDIRECTOR

DONALD DODDRIDGECHAIRMAN

DAVID CARLEN MADDUXDIRECTOR

CLIFFORD WILLIAM HULLDIRECTOR

About this charity

Recognized since: January 2011
Location: 80 WEST LUCERNE CIRCLE, ORLANDO, FL 32801
County: Orange
In care of: JENNIFER MARTENS
Primary officer: JENNIFER MARTENS, CFO/TREASUR/EXEC VP

How to reach them

Phone(407) 839-5050

Filing and classification

Latest tax year: 2024
Tax period began: April 1, 2024
Return type: 990
Tax preparer: HOSKINS QUIROS PATEL & LOID CPA LLC
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities
Grant-giving organization: Yes