Hard to believe it’s been almost a year since I left colleagues and clients at the Akerman Senterfitt law firm to assume leadership of Dr. Phillips Charities. Having practiced law with the same firm for more than 30 years, I must admit to being somewhat apprehensive changing both employers and careers. But I viewed the Dr. Phillips Charities leadership position as a unique and exciting opportunity – one in which I could utilize the real estate knowledge, management experience and leadership skills developed during my legal career in a key new position and, at the same time, work to benefit the community. With almost a year under my belt, my new job is action-packed and challenging, but enjoyable and rewarding. I want to share observations on what I have learned so far. In the interest of space, I have divided them into two segments – the first, included in this edition, focuses internally on my predecessor, our staff and our board, and the second, to be included next time, will focus externally on the local donor community and highlight some organizations we support. Dr. Phillips Charities has a long history of awarding grants to deserving Central Florida organizations whose work directly touches the lives of children and families; in particular, nonprofits that focus on educational programs, children and youth services, social services, cultural facilities and events, and health and rehabilitative programs. D r. s Phillips Charitie 60 West Robinson Street Orlando, FL 32801 To apply for a grant from Dr. Phillips Charities, visit the Web site (www.DrPhillips.org) to open and print the guidelines and application. Pay particular attention to the dates and time that applications are due as there are only three grant cycles annually. For 2009, all deadlines are at 4 p.m. on: 1/9/09 for April disbursement; 5/8/09 for August disbursement; and, 9/11/09 for November disbursement. Volume 4, Fall 2008 Innovation in Production and Business Practices Propelled Phillips Family’s Citrus Company to National Prominence When Doc Phillips first arrived in Central Florida, it’s hard to imagine that he could have foreseen the tremendous success he would enjoy in the citrus business. Rising above the hardships imposed by Florida’s fickle weather and by a country enduring the Great Depression and World Wars, Doc Phillips persevered. First, focusing internally: 1) Jim Hinson, my predecessor, left big shoes to fill! Jim was the face of Dr. Phillips Charities for so many years and his dedicated effort and business skill helped build Dr. Phillips Charities into the largest philanthropic organization in Central Florida benefiting more than 100 local charities. Jim’s career spanned a remarkable 50 years with the organization and, for the last 20, he led the two-prong business of the Dr. Phillips Charities – managing assets left by the Phillips family which today, in addition to traditional stock and bond investments, includes a portfolio of more than 120 commercial properties with almost 2 million square feet of rental space that provides the income and profits to support the paramount business and mission of Dr. Phillips Charities: ”To help others help themselves,” by distributing over $7 million annually to Central Florida nonprofits serving the community. 2) Thankfully, Jim also left highly skilled, professional and caring staff members and extremely capable, dedicated and hard working board members for me to work with. The staff of Dr. Phillips Charities welcomed me openly and made me feel like a long-term member of the team since day one. They have been invaluable in the transition and have made my job so much easier. The same is true of our outside board members who currently include such prominent business leaders as Jim Ferber, president of the Central Florida YMCA; Don Ammerman, successful real estate developer and former city commissioner; Dr. Margaret Miller, retired assistant dean, College of Education at the University of Central Florida; and Ed Furey, CFO of Holler Family Great American Land. They spend countless hours serving the Dr. Phillips Charities by reviewing grant requests, attending site visits and approving grants; participating in investment decisions; and serving on board committees; all to the benefit of not only our organization but the community at large. [To be continued] Robert L. Mellen, III President, Dr. Phillips Charities Dr. Phillips Inc., a nonprofit corporation, owns and leases commercial and industrial properties in the Central Florida area as part of its investment portfolio. Revenue generated through leases is used to make grants in support of local charitable needs. Dr. Phillips Legacies is produced by the Dr. Phillips Charities, comprised of The Dr. P. Phillips Foundation and Dr. Phillips Inc. Legacies Through E-mail: If you would like to receive future issues of the newsletter electronically, please register by sending an e-mail to Legacies@drphillips.org. Among the properties in its portfolio, Dr. Phillips Inc. has three office parks located in the heart of the Dr. Phillips neighborhood which have both small and medium-sized office spaces available for rent: • Professional Office Building at the corner of Wallace and Dr. Phillips Boulevard; • Boulevard Professional Center directly across Dr. Phillips Boulevard from the Dr. Phillips YMCA; and, • Village Office Center at the end of Wallace Road on Apopka-Vineland Road. They are conveniently located near all Dr. Phillips’ residential neighborhoods, shopping areas and medical facilities. Office Building in Dr. Phillips. Additional information on all Dr. Phillips’ rental properties is available on the company’s Web site, www.drphillips.org, or by calling the Dr. Phillips leasing office at (407) 422-6105. AFP Honors Hinson Former Dr. Phillips Charities leader Jim Hinson has been honored by the Association of Fundraising Professionals Central Florida Chapter with its H. Clifford Lee Award for Professional Achievement. The award recognizes his 50 years of service to the community through his work with Dr. Phillips and leadership in numerous area civic and charitable causes. Regional History Center will have the opportunity to step into Jim Henson’s Fantastic World, sponsored locally by Dr. Phillips Charities, and experience the “visual thinking” process of this visionary storyteller. A complementary exhibit will focus on Central Florida’s puppetry community, including Heather Henson, Jim Henson’s daughter. More information is available at www.thehistorycenter.org/exhibits/?art=upcoming. As part of the local chapter’s observance of the 23rd Annual National Philanthropy Day, Jim was honored alongside fellow West Orange leaders Barbara and Bert Roper, who received the chapter’s Lifetime Achievement Award, and CNL Founder James Seneff, named Outstanding Philanthropist. Each year, the Central Florida Chapter of the Association of Fundraising Professionals honors donors, volunteers and professionals whose gifts of time, expertise and resources contribute significantly to the quality of life in our communities. Dr. P. Phillips Community Park Winter hours have gone into effect at the recently opened Dr. P. Phillips Community Park not far from Apopka-Vineland Road. The park is open seven days a week from 8 a.m. to 6 p.m. The park, located at 8249 Buenavista Woods Blvd. on the shore of Big Sand Lake, includes opportunities for picnics, hiking, baseball, basketball and soccer, and features a playground, rental pavilions and a dog park. Park information is available by calling (407) 254-9038 or at www.orangecountyfl.net/dept/cesrvcs/parks/ParkDetails.asp?Pa rkID=66#. Exhibit Will Pay Homage to Jim Henson’s Fantastic World A critically acclaimed artist, puppeteer, film director and producer, Jim Henson (1936-1990) is best known for creating The Muppets© and serving as the voice of many famous characters, including Kermit the Frog and Ernie. From February 6 to May 3, 2009, visitors to the Orange County 5 Through hard work and a keen instinct for business, Doc Phillips and his son, Howard, became leaders of the citrus business in the state of Florida. Seeing there was a larger market to serve beyond Florida, they later flourished Home office/plant of Dr. Phillips through the application of innovative technologies in growing, processing and distributing citrus. Improving the Product in a “Flash” After diversifying his business, and expanding the reach of Florida citrus, Doc Phillips continued his leadership of the citrus industry by establishing a canning plant at the corner of Orange Avenue and Princeton Street. Creating a patented innovation called “flash” pasteurization, his citrus company was the first to produce juice without the Continued on page 2 The Dr. Phillips Legacy Continued . . Pg. 2 Dr. Phillips Legacies Past Editions If you received this newsletter, but did not receive the first three issues, the staff at Dr. Phillips will be happy to send copies to you. Please call (407) 422-6105 or send an e-mail to Legacies@DrPhillips.org. School of Real Estate at UCF to Carry Dr. Phillips Name . . . . . . . . Pg. 3 Awarded Grants . . . . . . . . . . . . . . . . . Pg. 4 6 From the President . . . . . . . . . . . . . . Pg. 5 Continued from the cover ... metallic taste that was a hallmark of earlier canning processes. This advancement made orange juice “tasty” and catapulted it to popularity with Americans for years to come. In 1929, in what is one of the company’s greatest achievements, the Dr. Phillips brand of canned citrus, including Dr. Phillips Pure Orange Juice, Dr. Phillips Pure Grapefruit Juice and Dr. Phillips Pure Orange and Grapefruit Juice, became the first to be awarded with the highly respected American Medical Association’s seal of approval. Quickly surpassing industry competition across the nation, Dr. Phillips’ brands far outsold those in San Francisco, the Bay Area, New England and regions west of the Mississippi. The products were also distributed internationally in Canada, England, Ireland, Norway, Sweden and France. Dr. Phillips Grapefruit Juice label Prevailing During the Depression With a looming Depression threatening his operations, Doc Phillips sought financial support from banks outside of the state. When that support wavered, Doc began printing his own scrip, which he used as a partial payment of wages to employees; his employees then used it to buy goods and services from merchants who were tenants of the Dr. P. Phillips Co.; and those tenants then used it to pay back part of their rent to the company. Merchants that accepted the scrip, most of which were also tenants, included the local Piggly Wiggly, Lovett’s, A&P, Goodrich, Kinney Shoes, Southland Dairy, Williams Department Store, Beacham Theatre, Rialto Theatre, Burns Auto Service and Cole Jewelers. Through this effort, the Dr. P. Phillips Co. was able to weather the Depression and maintain employment numbers, keeping a promise to employ loyal workers in a time of economic hardship. Doc also used this time to enlarge the cannery’s output by creating new products. The company turned pulp into marmalade base, produced a soft drink called “Thirst Tamer,” and produced cattle feed from the peels of oranges and seeds. As a steadfast supporter of the American military, Doc Phillips committed all of the company’s canning services to the Army during World War II despite pleas from his wholesalers and retailers who wanted to continue receiving his company’s products. Although he was awarded an “A” from the Army for his dedication to the military’s needs, Doc felt the grudges of several wholesalers after the war when they refused to do business with his citrus company. Family Hardship The seemingly invincible Doc Phillips encountered major medical problems in his later years. In 1948, Howard was called back from his service in the military to manage the day-to-day operation of the family business with his younger brother Walter until Doc was able to fully recover. Inner-family arguments resulted in a rift between Howard and Walter which led to Walter leaving the family company. Howard bought out his interest resulting in Howard and Doc maintaining leadership. Dr. Phillips Announced New Grants and Pledges of Nearly $3 Million in August 2008 Dr. Phillips History Rich in Real Estate and Land Development Some may wonder why Dr. Phillips Charities chose to endow the new School of Real Estate at the University of Central Florida (UCF). The charitable connection becomes clear when you combine an understanding of the business acumen of the Phillips family, their strong belief in private property rights, their foresight to invest in Central Florida’s real estate, and their desire to use the family’s real estate holdings and other assets to create a lasting legacy. Howard Phillips during service in U.S. Army A fair employer, Doc Phillips was adamant about providing for his employees. Even during a year of business loss, he gave company workers the same benefits and pay that they received during a year of profit. Despite the company’s progressive employment practices, yet another obstacle arose for the company. During the same year that Doc struggled with health issues, cannery workers began to organize behind trade union leaders. Standing by an earlier promise to close the cannery if the workers unionized, the cannery was closed when workers voted to join the union. Doc Phillips established himself as the largest individual citrus grower in the world and only ventured into the real estate business in order to provide year-round employment for his company’s citrus workers. When the citrus groves were sold in 1954, the company continued to build and lease commercial and industrial properties. The Phillips family also retained approximately 4,000 acres of prime land in southwest Orange County, intending to develop a community where people would work, live and play. The Dr. Phillips community came to be one of the first master-planned communities in Florida. End of an Era Doc and Howard Phillips recognized that the trend of unionizing was growing in the citrus business. As a result, in what was one of the largest sales in the industry’s history, the Phillips family sold the operation in 1954 – including the groves and grove facilities – to Granada Groves, a partnership between Investors Diversified Services and Minute Maid. The family retained all of the grove properties outside 100 feet from the drip line of the grove trees, and those properties remained assets of the company, now called Dr. Phillips Inc. Howard Phillips, Doc’s son, worked closely with a land planning firm in order to establish the vision of a community where families would flourish. Through the years, Dr. Phillips Charities has honored the family’s legacy. Land was set aside for schools, a fire station and a YMCA. Various religious denominations were provided support and encouraged to establish a presence in the area. Spring Lake Park was developed and continues to be maintained by Dr. Phillips. Shopping centers and professional office buildings were joined by a library and daycare center. Orlando Regional Healthcare (now known as Orlando Health) established a hospital, recently renamed The Dr. P. Phillips Hospital. And that is how the Dr. Phillips name – one with a philanthropic and economic presence in the community since the turn of the 20th century – came to be synonymous with Central Florida citrus. From the establishment of one of the world’s largest citrus businesses, there is now a community that pays homage to the name of “Dr. Phillips,” and two distinct funding organizations that continue their support of Central Florida nonprofits, forging ahead in bettering the land that Doc Phillips’ vision and entrepreneurial efforts established as a great place to call home. Educating Tomorrow’s Industry Leaders Recently, Dr. Phillips Charities saw an opportunity to build upon its belief in the importance of private property rights and the significant economic impact of the real estate industry on the Central Florida region by enhancing educational offerings in real estate. Combined with a state match, Dr. Phillips Inc. donated $2.5 million to create the Dr. P. Phillips School of Real Estate at the University of Central Florida (UCF) and establish a $5 million endowment for the Dr. P. Phillips Institute for Research and Education in Real Estate, the Dr. P. Phillips scholarship program and the Howard Phillips Eminent Scholar Chair in Real Estate. Squeals of delight can be heard daily from children exploring the new water park at the Dr. P. Phillips YMCA. As they experience the “Red Rocket” water slide, made possible through a grant from Dr. Phillips Charities, kids are having fun exercising and spending more quality time with family and friends. The School holds the distinction of being only the second named real estate school in the country. “We believe that our local support will give us a chance to become a national leader,” said Dr. Anthony Byrd, director of the Dr. P. Phillips School of Real Estate. “In the past, local firms had to go to other universities to recruit real estate graduates. As the only 2 Among the Beneficiaries: accredited real estate bachelor’s degree in the area, this program fills a large gap in Central Florida,” said Byrd. Central Florida Young Men’s Christian Association (YMCA) $2.5 million A major beneficiary, the Central Florida YMCA impacts the lives of more than 200,000 kids, teens, adults and seniors each year. The YMCA funding will be designated in the future for capital projects. Randy I. Anderson, Ph.D. The gift from Dr. Phillips Inc. prompted the search for an eminent scholar to fill the Howard Phillips Chair, and in May, the school selected real estate researcher, investor and strategist, Randy I. Anderson, Ph.D., whose national reputation as well as local professional experience made him an ideal candidate. Anderson’s company, 1776 Financial Services in Winter Park, provides debt, mezzanine and equity financing for real estate projects throughout the U.S. Jewish Family Services (JFS) of Greater Orlando Inc. $225,000 Funding of $75,000 per year for three years will cover a portion of the direct client assistance costs for the expansion of JFS’s Family Stabilization Program. The expansion will include the addition of the Christian Service Center and the Community Service Center of Central Florida in the first year and the addition of other locations in years two and three. The program is designed to increase self-sufficiency in low income families through intensive case management and education. As the Eminent Scholar Chair, Anderson will direct the research and education institute at the school and will continue to expand and build the school in coming years, adding innovative research initiatives and hopefully a master’s program. “We believe the Dr. P. Phillips School of Real Estate is well positioned to build a nationally recognized education and research platform that can deliver well-educated students to local, national or global real estate communities,” said Anderson. BETA Center Inc. $44,588 Funding to hire a new full-time volunteer coordinator/recruiter and to cover the costs for one year associated with a more aggressive and effective volunteer program. BETA Center provides children and parents with the knowledge and support needed for strong, healthy families with a focus on teen moms and at-risk families. Industry Leaders Support School Local industry leaders have been involved in the School’s development from the beginning, led by the Central Florida Chapter of the National Association of Industrial and Office Properties (NAIOP), the leading trade association for developers, owners and other professionals in commercial real estate. NAIOP members first conceptualized a nationally renowned real estate program at UCF many years ago and NAIOP is now a big supporter of the school. MicheLee Puppets Inc. $19,700 Funding to deliver two educational puppet shows for 17,500 pre-school, kindergarten and first grade students in 70 Orange and Osceola schools in the 2008-2009 school year. MicheLee Puppets stages theatrical programs that positively impact the lives of Florida’s children, providing young people with the necessary tools to cope with life’s challenges. “Students are given a unique opportunity to be judged by, and to interact with, commercial real estate practitioners in the Central Florida area,” said Terry Delahunty, president of NAIOP’s local chapter and a partner with Foley & Lardner. “This rounds out and supplements the academic training they get at UCF, for a taste of the ‘real world,’ and gives them access to prospective employers. In turn, NAIOP members get a chance to see the students in action, and are provided with a well-trained source of new employees, who have practical experience in commercial real estate matters.” Life Concepts Inc. dba Quest Inc. $17,598 Funding to purchase new computer hardware and software to make Quest’s vocational evaluation program mobile allowing evaluation of students in high schools and others in community and home settings. The service is expected to become self-sustaining, even income generating, within a year. Quest inspires and empowers Central Floridians with disabilities by offering choices and opportunities to learn, live, work and play. NAIOP is launching a case study competition that will allow students the opportunity to work with members of NAIOP. “This is a great opportunity; the symbiotic relationship stands to benefit all parties,” added Delahunty. Best Buddies International Inc. $15,000 Funding to establish two new Best Buddies chapters at Dr. Phillips High School and Ocoee High School. Best Buddies is a nonprofit organization dedicated to enhancing the lives of people with intellectual disabilities by providing opportunities for one-to-one friendships and integrated employment. The real estate industry represents a significant part of Central Florida’s growing economy and the Dr. P. Phillips School of Real Estate at UCF will provide research and advanced education that will greatly benefit the region. 3 Bishop Grady Villas Inc. $75,000 Pledge if matched dollar-for-dollar for scholarship fund. Bishop Grady Villas provides a loving, caring, Christian residential group home for adults (18 years and older) who are intellectually and developmentally disabled. Also in August, several organizations received distributions on previously awarded pledges. Orlando Performing Arts Center Corporation $2.5 million Second payment toward a $25 million pledge for the Dr. P. Phillips Orlando Performing Arts Center. Orlando Regional Healthcare System Inc. $500,000 Third year payment on pledge of $5 million in support of the capital needs outlined in its strategic capital campaign. University of Central Florida Foundation Inc. $499,999 Final payment toward pledge for the establishment of the Dr. P. Phillips School of Real Estate and the Howard Phillips Eminent Scholar Chair in Real Estate. This final payment will help fund the establishment of a scholarship fund to assist students who will become the new generation of real estate professionals. Spouse Abuse Inc. (Harbor House, Orange County Center Against Domestic Violence) $422,127 Payment of pledge to assist with the costs of building and opening a children’s center that will provide therapeutic and educational services to 65 children who reside in the domestic violence shelter every day. The eagerly anticipated design of the Dr. P. Phillips Orlando Performing Arts Center was unveiled with much fanfare to the general public on August 22 during a community open house. The design team created a venue that will shine as Orlando plays host to world-class performances and local performing arts groups. Visit the center’s Web site at www.OrlandoPAC.org for a preview of the new building. 4 Continued from the cover ... metallic taste that was a hallmark of earlier canning processes. This advancement made orange juice “tasty” and catapulted it to popularity with Americans for years to come. In 1929, in what is one of the company’s greatest achievements, the Dr. Phillips brand of canned citrus, including Dr. Phillips Pure Orange Juice, Dr. Phillips Pure Grapefruit Juice and Dr. Phillips Pure Orange and Grapefruit Juice, became the first to be awarded with the highly respected American Medical Association’s seal of approval. Quickly surpassing industry competition across the nation, Dr. Phillips’ brands far outsold those in San Francisco, the Bay Area, New England and regions west of the Mississippi. The products were also distributed internationally in Canada, England, Ireland, Norway, Sweden and France. Dr. Phillips Grapefruit Juice label Prevailing During the Depression With a looming Depression threatening his operations, Doc Phillips sought financial support from banks outside of the state. When that support wavered, Doc began printing his own scrip, which he used as a partial payment of wages to employees; his employees then used it to buy goods and services from merchants who were tenants of the Dr. P. Phillips Co.; and those tenants then used it to pay back part of their rent to the company. Merchants that accepted the scrip, most of which were also tenants, included the local Piggly Wiggly, Lovett’s, A&P, Goodrich, Kinney Shoes, Southland Dairy, Williams Department Store, Beacham Theatre, Rialto Theatre, Burns Auto Service and Cole Jewelers. Through this effort, the Dr. P. Phillips Co. was able to weather the Depression and maintain employment numbers, keeping a promise to employ loyal workers in a time of economic hardship. Doc also used this time to enlarge the cannery’s output by creating new products. The company turned pulp into marmalade base, produced a soft drink called “Thirst Tamer,” and produced cattle feed from the peels of oranges and seeds. As a steadfast supporter of the American military, Doc Phillips committed all of the company’s canning services to the Army during World War II despite pleas from his wholesalers and retailers who wanted to continue receiving his company’s products. Although he was awarded an “A” from the Army for his dedication to the military’s needs, Doc felt the grudges of several wholesalers after the war when they refused to do business with his citrus company. Family Hardship The seemingly invincible Doc Phillips encountered major medical problems in his later years. In 1948, Howard was called back from his service in the military to manage the day-to-day operation of the family business with his younger brother Walter until Doc was able to fully recover. Inner-family arguments resulted in a rift between Howard and Walter which led to Walter leaving the family company. Howard bought out his interest resulting in Howard and Doc maintaining leadership. Dr. Phillips Announced New Grants and Pledges of Nearly $3 Million in August 2008 Dr. Phillips History Rich in Real Estate and Land Development Some may wonder why Dr. Phillips Charities chose to endow the new School of Real Estate at the University of Central Florida (UCF). The charitable connection becomes clear when you combine an understanding of the business acumen of the Phillips family, their strong belief in private property rights, their foresight to invest in Central Florida’s real estate, and their desire to use the family’s real estate holdings and other assets to create a lasting legacy. Howard Phillips during service in U.S. Army A fair employer, Doc Phillips was adamant about providing for his employees. Even during a year of business loss, he gave company workers the same benefits and pay that they received during a year of profit. Despite the company’s progressive employment practices, yet another obstacle arose for the company. During the same year that Doc struggled with health issues, cannery workers began to organize behind trade union leaders. Standing by an earlier promise to close the cannery if the workers unionized, the cannery was closed when workers voted to join the union. Doc Phillips established himself as the largest individual citrus grower in the world and only ventured into the real estate business in order to provide year-round employment for his company’s citrus workers. When the citrus groves were sold in 1954, the company continued to build and lease commercial and industrial properties. The Phillips family also retained approximately 4,000 acres of prime land in southwest Orange County, intending to develop a community where people would work, live and play. The Dr. Phillips community came to be one of the first master-planned communities in Florida. End of an Era Doc and Howard Phillips recognized that the trend of unionizing was growing in the citrus business. As a result, in what was one of the largest sales in the industry’s history, the Phillips family sold the operation in 1954 – including the groves and grove facilities – to Granada Groves, a partnership between Investors Diversified Services and Minute Maid. The family retained all of the grove properties outside 100 feet from the drip line of the grove trees, and those properties remained assets of the company, now called Dr. Phillips Inc. Howard Phillips, Doc’s son, worked closely with a land planning firm in order to establish the vision of a community where families would flourish. Through the years, Dr. Phillips Charities has honored the family’s legacy. Land was set aside for schools, a fire station and a YMCA. Various religious denominations were provided support and encouraged to establish a presence in the area. Spring Lake Park was developed and continues to be maintained by Dr. Phillips. Shopping centers and professional office buildings were joined by a library and daycare center. Orlando Regional Healthcare (now known as Orlando Health) established a hospital, recently renamed The Dr. P. Phillips Hospital. And that is how the Dr. Phillips name – one with a philanthropic and economic presence in the community since the turn of the 20th century – came to be synonymous with Central Florida citrus. From the establishment of one of the world’s largest citrus businesses, there is now a community that pays homage to the name of “Dr. Phillips,” and two distinct funding organizations that continue their support of Central Florida nonprofits, forging ahead in bettering the land that Doc Phillips’ vision and entrepreneurial efforts established as a great place to call home. Educating Tomorrow’s Industry Leaders Recently, Dr. Phillips Charities saw an opportunity to build upon its belief in the importance of private property rights and the significant economic impact of the real estate industry on the Central Florida region by enhancing educational offerings in real estate. Combined with a state match, Dr. Phillips Inc. donated $2.5 million to create the Dr. P. Phillips School of Real Estate at the University of Central Florida (UCF) and establish a $5 million endowment for the Dr. P. Phillips Institute for Research and Education in Real Estate, the Dr. P. Phillips scholarship program and the Howard Phillips Eminent Scholar Chair in Real Estate. Squeals of delight can be heard daily from children exploring the new water park at the Dr. P. Phillips YMCA. As they experience the “Red Rocket” water slide, made possible through a grant from Dr. Phillips Charities, kids are having fun exercising and spending more quality time with family and friends. The School holds the distinction of being only the second named real estate school in the country. “We believe that our local support will give us a chance to become a national leader,” said Dr. Anthony Byrd, director of the Dr. P. Phillips School of Real Estate. “In the past, local firms had to go to other universities to recruit real estate graduates. As the only 2 Among the Beneficiaries: accredited real estate bachelor’s degree in the area, this program fills a large gap in Central Florida,” said Byrd. Central Florida Young Men’s Christian Association (YMCA) $2.5 million A major beneficiary, the Central Florida YMCA impacts the lives of more than 200,000 kids, teens, adults and seniors each year. The YMCA funding will be designated in the future for capital projects. Randy I. Anderson, Ph.D. The gift from Dr. Phillips Inc. prompted the search for an eminent scholar to fill the Howard Phillips Chair, and in May, the school selected real estate researcher, investor and strategist, Randy I. Anderson, Ph.D., whose national reputation as well as local professional experience made him an ideal candidate. Anderson’s company, 1776 Financial Services in Winter Park, provides debt, mezzanine and equity financing for real estate projects throughout the U.S. Jewish Family Services (JFS) of Greater Orlando Inc. $225,000 Funding of $75,000 per year for three years will cover a portion of the direct client assistance costs for the expansion of JFS’s Family Stabilization Program. The expansion will include the addition of the Christian Service Center and the Community Service Center of Central Florida in the first year and the addition of other locations in years two and three. The program is designed to increase self-sufficiency in low income families through intensive case management and education. As the Eminent Scholar Chair, Anderson will direct the research and education institute at the school and will continue to expand and build the school in coming years, adding innovative research initiatives and hopefully a master’s program. “We believe the Dr. P. Phillips School of Real Estate is well positioned to build a nationally recognized education and research platform that can deliver well-educated students to local, national or global real estate communities,” said Anderson. BETA Center Inc. $44,588 Funding to hire a new full-time volunteer coordinator/recruiter and to cover the costs for one year associated with a more aggressive and effective volunteer program. BETA Center provides children and parents with the knowledge and support needed for strong, healthy families with a focus on teen moms and at-risk families. Industry Leaders Support School Local industry leaders have been involved in the School’s development from the beginning, led by the Central Florida Chapter of the National Association of Industrial and Office Properties (NAIOP), the leading trade association for developers, owners and other professionals in commercial real estate. NAIOP members first conceptualized a nationally renowned real estate program at UCF many years ago and NAIOP is now a big supporter of the school. MicheLee Puppets Inc. $19,700 Funding to deliver two educational puppet shows for 17,500 pre-school, kindergarten and first grade students in 70 Orange and Osceola schools in the 2008-2009 school year. MicheLee Puppets stages theatrical programs that positively impact the lives of Florida’s children, providing young people with the necessary tools to cope with life’s challenges. “Students are given a unique opportunity to be judged by, and to interact with, commercial real estate practitioners in the Central Florida area,” said Terry Delahunty, president of NAIOP’s local chapter and a partner with Foley & Lardner. “This rounds out and supplements the academic training they get at UCF, for a taste of the ‘real world,’ and gives them access to prospective employers. In turn, NAIOP members get a chance to see the students in action, and are provided with a well-trained source of new employees, who have practical experience in commercial real estate matters.” Life Concepts Inc. dba Quest Inc. $17,598 Funding to purchase new computer hardware and software to make Quest’s vocational evaluation program mobile allowing evaluation of students in high schools and others in community and home settings. The service is expected to become self-sustaining, even income generating, within a year. Quest inspires and empowers Central Floridians with disabilities by offering choices and opportunities to learn, live, work and play. NAIOP is launching a case study competition that will allow students the opportunity to work with members of NAIOP. “This is a great opportunity; the symbiotic relationship stands to benefit all parties,” added Delahunty. Best Buddies International Inc. $15,000 Funding to establish two new Best Buddies chapters at Dr. Phillips High School and Ocoee High School. Best Buddies is a nonprofit organization dedicated to enhancing the lives of people with intellectual disabilities by providing opportunities for one-to-one friendships and integrated employment. The real estate industry represents a significant part of Central Florida’s growing economy and the Dr. P. Phillips School of Real Estate at UCF will provide research and advanced education that will greatly benefit the region. 3 Bishop Grady Villas Inc. $75,000 Pledge if matched dollar-for-dollar for scholarship fund. Bishop Grady Villas provides a loving, caring, Christian residential group home for adults (18 years and older) who are intellectually and developmentally disabled. Also in August, several organizations received distributions on previously awarded pledges. Orlando Performing Arts Center Corporation $2.5 million Second payment toward a $25 million pledge for the Dr. P. Phillips Orlando Performing Arts Center. Orlando Regional Healthcare System Inc. $500,000 Third year payment on pledge of $5 million in support of the capital needs outlined in its strategic capital campaign. University of Central Florida Foundation Inc. $499,999 Final payment toward pledge for the establishment of the Dr. P. Phillips School of Real Estate and the Howard Phillips Eminent Scholar Chair in Real Estate. This final payment will help fund the establishment of a scholarship fund to assist students who will become the new generation of real estate professionals. Spouse Abuse Inc. (Harbor House, Orange County Center Against Domestic Violence) $422,127 Payment of pledge to assist with the costs of building and opening a children’s center that will provide therapeutic and educational services to 65 children who reside in the domestic violence shelter every day. The eagerly anticipated design of the Dr. P. Phillips Orlando Performing Arts Center was unveiled with much fanfare to the general public on August 22 during a community open house. The design team created a venue that will shine as Orlando plays host to world-class performances and local performing arts groups. Visit the center’s Web site at www.OrlandoPAC.org for a preview of the new building. 4 Continued from the cover ... metallic taste that was a hallmark of earlier canning processes. This advancement made orange juice “tasty” and catapulted it to popularity with Americans for years to come. In 1929, in what is one of the company’s greatest achievements, the Dr. Phillips brand of canned citrus, including Dr. Phillips Pure Orange Juice, Dr. Phillips Pure Grapefruit Juice and Dr. Phillips Pure Orange and Grapefruit Juice, became the first to be awarded with the highly respected American Medical Association’s seal of approval. Quickly surpassing industry competition across the nation, Dr. Phillips’ brands far outsold those in San Francisco, the Bay Area, New England and regions west of the Mississippi. The products were also distributed internationally in Canada, England, Ireland, Norway, Sweden and France. Dr. Phillips Grapefruit Juice label Prevailing During the Depression With a looming Depression threatening his operations, Doc Phillips sought financial support from banks outside of the state. When that support wavered, Doc began printing his own scrip, which he used as a partial payment of wages to employees; his employees then used it to buy goods and services from merchants who were tenants of the Dr. P. Phillips Co.; and those tenants then used it to pay back part of their rent to the company. Merchants that accepted the scrip, most of which were also tenants, included the local Piggly Wiggly, Lovett’s, A&P, Goodrich, Kinney Shoes, Southland Dairy, Williams Department Store, Beacham Theatre, Rialto Theatre, Burns Auto Service and Cole Jewelers. Through this effort, the Dr. P. Phillips Co. was able to weather the Depression and maintain employment numbers, keeping a promise to employ loyal workers in a time of economic hardship. Doc also used this time to enlarge the cannery’s output by creating new products. The company turned pulp into marmalade base, produced a soft drink called “Thirst Tamer,” and produced cattle feed from the peels of oranges and seeds. As a steadfast supporter of the American military, Doc Phillips committed all of the company’s canning services to the Army during World War II despite pleas from his wholesalers and retailers who wanted to continue receiving his company’s products. Although he was awarded an “A” from the Army for his dedication to the military’s needs, Doc felt the grudges of several wholesalers after the war when they refused to do business with his citrus company. Family Hardship The seemingly invincible Doc Phillips encountered major medical problems in his later years. In 1948, Howard was called back from his service in the military to manage the day-to-day operation of the family business with his younger brother Walter until Doc was able to fully recover. Inner-family arguments resulted in a rift between Howard and Walter which led to Walter leaving the family company. Howard bought out his interest resulting in Howard and Doc maintaining leadership. Dr. Phillips Announced New Grants and Pledges of Nearly $3 Million in August 2008 Dr. Phillips History Rich in Real Estate and Land Development Some may wonder why Dr. Phillips Charities chose to endow the new School of Real Estate at the University of Central Florida (UCF). The charitable connection becomes clear when you combine an understanding of the business acumen of the Phillips family, their strong belief in private property rights, their foresight to invest in Central Florida’s real estate, and their desire to use the family’s real estate holdings and other assets to create a lasting legacy. Howard Phillips during service in U.S. Army A fair employer, Doc Phillips was adamant about providing for his employees. Even during a year of business loss, he gave company workers the same benefits and pay that they received during a year of profit. Despite the company’s progressive employment practices, yet another obstacle arose for the company. During the same year that Doc struggled with health issues, cannery workers began to organize behind trade union leaders. Standing by an earlier promise to close the cannery if the workers unionized, the cannery was closed when workers voted to join the union. Doc Phillips established himself as the largest individual citrus grower in the world and only ventured into the real estate business in order to provide year-round employment for his company’s citrus workers. When the citrus groves were sold in 1954, the company continued to build and lease commercial and industrial properties. The Phillips family also retained approximately 4,000 acres of prime land in southwest Orange County, intending to develop a community where people would work, live and play. The Dr. Phillips community came to be one of the first master-planned communities in Florida. End of an Era Doc and Howard Phillips recognized that the trend of unionizing was growing in the citrus business. As a result, in what was one of the largest sales in the industry’s history, the Phillips family sold the operation in 1954 – including the groves and grove facilities – to Granada Groves, a partnership between Investors Diversified Services and Minute Maid. The family retained all of the grove properties outside 100 feet from the drip line of the grove trees, and those properties remained assets of the company, now called Dr. Phillips Inc. Howard Phillips, Doc’s son, worked closely with a land planning firm in order to establish the vision of a community where families would flourish. Through the years, Dr. Phillips Charities has honored the family’s legacy. Land was set aside for schools, a fire station and a YMCA. Various religious denominations were provided support and encouraged to establish a presence in the area. Spring Lake Park was developed and continues to be maintained by Dr. Phillips. Shopping centers and professional office buildings were joined by a library and daycare center. Orlando Regional Healthcare (now known as Orlando Health) established a hospital, recently renamed The Dr. P. Phillips Hospital. And that is how the Dr. Phillips name – one with a philanthropic and economic presence in the community since the turn of the 20th century – came to be synonymous with Central Florida citrus. From the establishment of one of the world’s largest citrus businesses, there is now a community that pays homage to the name of “Dr. Phillips,” and two distinct funding organizations that continue their support of Central Florida nonprofits, forging ahead in bettering the land that Doc Phillips’ vision and entrepreneurial efforts established as a great place to call home. Educating Tomorrow’s Industry Leaders Recently, Dr. Phillips Charities saw an opportunity to build upon its belief in the importance of private property rights and the significant economic impact of the real estate industry on the Central Florida region by enhancing educational offerings in real estate. Combined with a state match, Dr. Phillips Inc. donated $2.5 million to create the Dr. P. Phillips School of Real Estate at the University of Central Florida (UCF) and establish a $5 million endowment for the Dr. P. Phillips Institute for Research and Education in Real Estate, the Dr. P. Phillips scholarship program and the Howard Phillips Eminent Scholar Chair in Real Estate. Squeals of delight can be heard daily from children exploring the new water park at the Dr. P. Phillips YMCA. As they experience the “Red Rocket” water slide, made possible through a grant from Dr. Phillips Charities, kids are having fun exercising and spending more quality time with family and friends. The School holds the distinction of being only the second named real estate school in the country. “We believe that our local support will give us a chance to become a national leader,” said Dr. Anthony Byrd, director of the Dr. P. Phillips School of Real Estate. “In the past, local firms had to go to other universities to recruit real estate graduates. As the only 2 Among the Beneficiaries: accredited real estate bachelor’s degree in the area, this program fills a large gap in Central Florida,” said Byrd. Central Florida Young Men’s Christian Association (YMCA) $2.5 million A major beneficiary, the Central Florida YMCA impacts the lives of more than 200,000 kids, teens, adults and seniors each year. The YMCA funding will be designated in the future for capital projects. Randy I. Anderson, Ph.D. The gift from Dr. Phillips Inc. prompted the search for an eminent scholar to fill the Howard Phillips Chair, and in May, the school selected real estate researcher, investor and strategist, Randy I. Anderson, Ph.D., whose national reputation as well as local professional experience made him an ideal candidate. Anderson’s company, 1776 Financial Services in Winter Park, provides debt, mezzanine and equity financing for real estate projects throughout the U.S. Jewish Family Services (JFS) of Greater Orlando Inc. $225,000 Funding of $75,000 per year for three years will cover a portion of the direct client assistance costs for the expansion of JFS’s Family Stabilization Program. The expansion will include the addition of the Christian Service Center and the Community Service Center of Central Florida in the first year and the addition of other locations in years two and three. The program is designed to increase self-sufficiency in low income families through intensive case management and education. As the Eminent Scholar Chair, Anderson will direct the research and education institute at the school and will continue to expand and build the school in coming years, adding innovative research initiatives and hopefully a master’s program. “We believe the Dr. P. Phillips School of Real Estate is well positioned to build a nationally recognized education and research platform that can deliver well-educated students to local, national or global real estate communities,” said Anderson. BETA Center Inc. $44,588 Funding to hire a new full-time volunteer coordinator/recruiter and to cover the costs for one year associated with a more aggressive and effective volunteer program. BETA Center provides children and parents with the knowledge and support needed for strong, healthy families with a focus on teen moms and at-risk families. Industry Leaders Support School Local industry leaders have been involved in the School’s development from the beginning, led by the Central Florida Chapter of the National Association of Industrial and Office Properties (NAIOP), the leading trade association for developers, owners and other professionals in commercial real estate. NAIOP members first conceptualized a nationally renowned real estate program at UCF many years ago and NAIOP is now a big supporter of the school. MicheLee Puppets Inc. $19,700 Funding to deliver two educational puppet shows for 17,500 pre-school, kindergarten and first grade students in 70 Orange and Osceola schools in the 2008-2009 school year. MicheLee Puppets stages theatrical programs that positively impact the lives of Florida’s children, providing young people with the necessary tools to cope with life’s challenges. “Students are given a unique opportunity to be judged by, and to interact with, commercial real estate practitioners in the Central Florida area,” said Terry Delahunty, president of NAIOP’s local chapter and a partner with Foley & Lardner. “This rounds out and supplements the academic training they get at UCF, for a taste of the ‘real world,’ and gives them access to prospective employers. In turn, NAIOP members get a chance to see the students in action, and are provided with a well-trained source of new employees, who have practical experience in commercial real estate matters.” Life Concepts Inc. dba Quest Inc. $17,598 Funding to purchase new computer hardware and software to make Quest’s vocational evaluation program mobile allowing evaluation of students in high schools and others in community and home settings. The service is expected to become self-sustaining, even income generating, within a year. Quest inspires and empowers Central Floridians with disabilities by offering choices and opportunities to learn, live, work and play. NAIOP is launching a case study competition that will allow students the opportunity to work with members of NAIOP. “This is a great opportunity; the symbiotic relationship stands to benefit all parties,” added Delahunty. Best Buddies International Inc. $15,000 Funding to establish two new Best Buddies chapters at Dr. Phillips High School and Ocoee High School. Best Buddies is a nonprofit organization dedicated to enhancing the lives of people with intellectual disabilities by providing opportunities for one-to-one friendships and integrated employment. The real estate industry represents a significant part of Central Florida’s growing economy and the Dr. P. Phillips School of Real Estate at UCF will provide research and advanced education that will greatly benefit the region. 3 Bishop Grady Villas Inc. $75,000 Pledge if matched dollar-for-dollar for scholarship fund. Bishop Grady Villas provides a loving, caring, Christian residential group home for adults (18 years and older) who are intellectually and developmentally disabled. Also in August, several organizations received distributions on previously awarded pledges. Orlando Performing Arts Center Corporation $2.5 million Second payment toward a $25 million pledge for the Dr. P. Phillips Orlando Performing Arts Center. Orlando Regional Healthcare System Inc. $500,000 Third year payment on pledge of $5 million in support of the capital needs outlined in its strategic capital campaign. University of Central Florida Foundation Inc. $499,999 Final payment toward pledge for the establishment of the Dr. P. Phillips School of Real Estate and the Howard Phillips Eminent Scholar Chair in Real Estate. This final payment will help fund the establishment of a scholarship fund to assist students who will become the new generation of real estate professionals. Spouse Abuse Inc. (Harbor House, Orange County Center Against Domestic Violence) $422,127 Payment of pledge to assist with the costs of building and opening a children’s center that will provide therapeutic and educational services to 65 children who reside in the domestic violence shelter every day. The eagerly anticipated design of the Dr. P. Phillips Orlando Performing Arts Center was unveiled with much fanfare to the general public on August 22 during a community open house. The design team created a venue that will shine as Orlando plays host to world-class performances and local performing arts groups. Visit the center’s Web site at www.OrlandoPAC.org for a preview of the new building. 4 Hard to believe it’s been almost a year since I left colleagues and clients at the Akerman Senterfitt law firm to assume leadership of Dr. Phillips Charities. Having practiced law with the same firm for more than 30 years, I must admit to being somewhat apprehensive changing both employers and careers. But I viewed the Dr. Phillips Charities leadership position as a unique and exciting opportunity – one in which I could utilize the real estate knowledge, management experience and leadership skills developed during my legal career in a key new position and, at the same time, work to benefit the community. With almost a year under my belt, my new job is action-packed and challenging, but enjoyable and rewarding. I want to share observations on what I have learned so far. In the interest of space, I have divided them into two segments – the first, included in this edition, focuses internally on my predecessor, our staff and our board, and the second, to be included next time, will focus externally on the local donor community and highlight some organizations we support. Dr. Phillips Charities has a long history of awarding grants to deserving Central Florida organizations whose work directly touches the lives of children and families; in particular, nonprofits that focus on educational programs, children and youth services, social services, cultural facilities and events, and health and rehabilitative programs. D r. s Phillips Charitie 60 West Robinson Street Orlando, FL 32801 To apply for a grant from Dr. Phillips Charities, visit the Web site (www.DrPhillips.org) to open and print the guidelines and application. Pay particular attention to the dates and time that applications are due as there are only three grant cycles annually. For 2009, all deadlines are at 4 p.m. on: 1/9/09 for April disbursement; 5/8/09 for August disbursement; and, 9/11/09 for November disbursement. Volume 4, Fall 2008 Innovation in Production and Business Practices Propelled Phillips Family’s Citrus Company to National Prominence When Doc Phillips first arrived in Central Florida, it’s hard to imagine that he could have foreseen the tremendous success he would enjoy in the citrus business. Rising above the hardships imposed by Florida’s fickle weather and by a country enduring the Great Depression and World Wars, Doc Phillips persevered. First, focusing internally: 1) Jim Hinson, my predecessor, left big shoes to fill! Jim was the face of Dr. Phillips Charities for so many years and his dedicated effort and business skill helped build Dr. Phillips Charities into the largest philanthropic organization in Central Florida benefiting more than 100 local charities. Jim’s career spanned a remarkable 50 years with the organization and, for the last 20, he led the two-prong business of the Dr. Phillips Charities – managing assets left by the Phillips family which today, in addition to traditional stock and bond investments, includes a portfolio of more than 120 commercial properties with almost 2 million square feet of rental space that provides the income and profits to support the paramount business and mission of Dr. Phillips Charities: ”To help others help themselves,” by distributing over $7 million annually to Central Florida nonprofits serving the community. 2) Thankfully, Jim also left highly skilled, professional and caring staff members and extremely capable, dedicated and hard working board members for me to work with. The staff of Dr. Phillips Charities welcomed me openly and made me feel like a long-term member of the team since day one. They have been invaluable in the transition and have made my job so much easier. The same is true of our outside board members who currently include such prominent business leaders as Jim Ferber, president of the Central Florida YMCA; Don Ammerman, successful real estate developer and former city commissioner; Dr. Margaret Miller, retired assistant dean, College of Education at the University of Central Florida; and Ed Furey, CFO of Holler Family Great American Land. They spend countless hours serving the Dr. Phillips Charities by reviewing grant requests, attending site visits and approving grants; participating in investment decisions; and serving on board committees; all to the benefit of not only our organization but the community at large. [To be continued] Robert L. Mellen, III President, Dr. Phillips Charities Dr. Phillips Inc., a nonprofit corporation, owns and leases commercial and industrial properties in the Central Florida area as part of its investment portfolio. Revenue generated through leases is used to make grants in support of local charitable needs. Dr. Phillips Legacies is produced by the Dr. Phillips Charities, comprised of The Dr. P. Phillips Foundation and Dr. Phillips Inc. Legacies Through E-mail: If you would like to receive future issues of the newsletter electronically, please register by sending an e-mail to Legacies@drphillips.org. Among the properties in its portfolio, Dr. Phillips Inc. has three office parks located in the heart of the Dr. Phillips neighborhood which have both small and medium-sized office spaces available for rent: • Professional Office Building at the corner of Wallace and Dr. Phillips Boulevard; • Boulevard Professional Center directly across Dr. Phillips Boulevard from the Dr. Phillips YMCA; and, • Village Office Center at the end of Wallace Road on Apopka-Vineland Road. They are conveniently located near all Dr. Phillips’ residential neighborhoods, shopping areas and medical facilities. Office Building in Dr. Phillips. Additional information on all Dr. Phillips’ rental properties is available on the company’s Web site, www.drphillips.org, or by calling the Dr. Phillips leasing office at (407) 422-6105. AFP Honors Hinson Former Dr. Phillips Charities leader Jim Hinson has been honored by the Association of Fundraising Professionals Central Florida Chapter with its H. Clifford Lee Award for Professional Achievement. The award recognizes his 50 years of service to the community through his work with Dr. Phillips and leadership in numerous area civic and charitable causes. Regional History Center will have the opportunity to step into Jim Henson’s Fantastic World, sponsored locally by Dr. Phillips Charities, and experience the “visual thinking” process of this visionary storyteller. A complementary exhibit will focus on Central Florida’s puppetry community, including Heather Henson, Jim Henson’s daughter. More information is available at www.thehistorycenter.org/exhibits/?art=upcoming. As part of the local chapter’s observance of the 23rd Annual National Philanthropy Day, Jim was honored alongside fellow West Orange leaders Barbara and Bert Roper, who received the chapter’s Lifetime Achievement Award, and CNL Founder James Seneff, named Outstanding Philanthropist. Each year, the Central Florida Chapter of the Association of Fundraising Professionals honors donors, volunteers and professionals whose gifts of time, expertise and resources contribute significantly to the quality of life in our communities. Dr. P. Phillips Community Park Winter hours have gone into effect at the recently opened Dr. P. Phillips Community Park not far from Apopka-Vineland Road. The park is open seven days a week from 8 a.m. to 6 p.m. The park, located at 8249 Buenavista Woods Blvd. on the shore of Big Sand Lake, includes opportunities for picnics, hiking, baseball, basketball and soccer, and features a playground, rental pavilions and a dog park. Park information is available by calling (407) 254-9038 or at www.orangecountyfl.net/dept/cesrvcs/parks/ParkDetails.asp?Pa rkID=66#. Exhibit Will Pay Homage to Jim Henson’s Fantastic World A critically acclaimed artist, puppeteer, film director and producer, Jim Henson (1936-1990) is best known for creating The Muppets© and serving as the voice of many famous characters, including Kermit the Frog and Ernie. From February 6 to May 3, 2009, visitors to the Orange County 5 Through hard work and a keen instinct for business, Doc Phillips and his son, Howard, became leaders of the citrus business in the state of Florida. Seeing there was a larger market to serve beyond Florida, they later flourished Home office/plant of Dr. Phillips through the application of innovative technologies in growing, processing and distributing citrus. Improving the Product in a “Flash” After diversifying his business, and expanding the reach of Florida citrus, Doc Phillips continued his leadership of the citrus industry by establishing a canning plant at the corner of Orange Avenue and Princeton Street. Creating a patented innovation called “flash” pasteurization, his citrus company was the first to produce juice without the Continued on page 2 The Dr. Phillips Legacy Continued . . Pg. 2 Dr. Phillips Legacies Past Editions If you received this newsletter, but did not receive the first three issues, the staff at Dr. Phillips will be happy to send copies to you. Please call (407) 422-6105 or send an e-mail to Legacies@DrPhillips.org. School of Real Estate at UCF to Carry Dr. Phillips Name . . . . . . . . Pg. 3 Awarded Grants . . . . . . . . . . . . . . . . . Pg. 4 6 From the President . . . . . . . . . . . . . . Pg. 5 Hard to believe it’s been almost a year since I left colleagues and clients at the Akerman Senterfitt law firm to assume leadership of Dr. Phillips Charities. Having practiced law with the same firm for more than 30 years, I must admit to being somewhat apprehensive changing both employers and careers. But I viewed the Dr. Phillips Charities leadership position as a unique and exciting opportunity – one in which I could utilize the real estate knowledge, management experience and leadership skills developed during my legal career in a key new position and, at the same time, work to benefit the community. With almost a year under my belt, my new job is action-packed and challenging, but enjoyable and rewarding. I want to share observations on what I have learned so far. In the interest of space, I have divided them into two segments – the first, included in this edition, focuses internally on my predecessor, our staff and our board, and the second, to be included next time, will focus externally on the local donor community and highlight some organizations we support. Dr. Phillips Charities has a long history of awarding grants to deserving Central Florida organizations whose work directly touches the lives of children and families; in particular, nonprofits that focus on educational programs, children and youth services, social services, cultural facilities and events, and health and rehabilitative programs. D r. s Phillips Charitie 60 West Robinson Street Orlando, FL 32801 To apply for a grant from Dr. Phillips Charities, visit the Web site (www.DrPhillips.org) to open and print the guidelines and application. Pay particular attention to the dates and time that applications are due as there are only three grant cycles annually. For 2009, all deadlines are at 4 p.m. on: 1/9/09 for April disbursement; 5/8/09 for August disbursement; and, 9/11/09 for November disbursement. Volume 4, Fall 2008 Innovation in Production and Business Practices Propelled Phillips Family’s Citrus Company to National Prominence When Doc Phillips first arrived in Central Florida, it’s hard to imagine that he could have foreseen the tremendous success he would enjoy in the citrus business. Rising above the hardships imposed by Florida’s fickle weather and by a country enduring the Great Depression and World Wars, Doc Phillips persevered. First, focusing internally: 1) Jim Hinson, my predecessor, left big shoes to fill! Jim was the face of Dr. Phillips Charities for so many years and his dedicated effort and business skill helped build Dr. Phillips Charities into the largest philanthropic organization in Central Florida benefiting more than 100 local charities. Jim’s career spanned a remarkable 50 years with the organization and, for the last 20, he led the two-prong business of the Dr. Phillips Charities – managing assets left by the Phillips family which today, in addition to traditional stock and bond investments, includes a portfolio of more than 120 commercial properties with almost 2 million square feet of rental space that provides the income and profits to support the paramount business and mission of Dr. Phillips Charities: ”To help others help themselves,” by distributing over $7 million annually to Central Florida nonprofits serving the community. 2) Thankfully, Jim also left highly skilled, professional and caring staff members and extremely capable, dedicated and hard working board members for me to work with. The staff of Dr. Phillips Charities welcomed me openly and made me feel like a long-term member of the team since day one. They have been invaluable in the transition and have made my job so much easier. The same is true of our outside board members who currently include such prominent business leaders as Jim Ferber, president of the Central Florida YMCA; Don Ammerman, successful real estate developer and former city commissioner; Dr. Margaret Miller, retired assistant dean, College of Education at the University of Central Florida; and Ed Furey, CFO of Holler Family Great American Land. They spend countless hours serving the Dr. Phillips Charities by reviewing grant requests, attending site visits and approving grants; participating in investment decisions; and serving on board committees; all to the benefit of not only our organization but the community at large. [To be continued] Robert L. Mellen, III President, Dr. Phillips Charities Dr. Phillips Inc., a nonprofit corporation, owns and leases commercial and industrial properties in the Central Florida area as part of its investment portfolio. Revenue generated through leases is used to make grants in support of local charitable needs. Dr. Phillips Legacies is produced by the Dr. Phillips Charities, comprised of The Dr. P. Phillips Foundation and Dr. Phillips Inc. Legacies Through E-mail: If you would like to receive future issues of the newsletter electronically, please register by sending an e-mail to Legacies@drphillips.org. Among the properties in its portfolio, Dr. Phillips Inc. has three office parks located in the heart of the Dr. Phillips neighborhood which have both small and medium-sized office spaces available for rent: • Professional Office Building at the corner of Wallace and Dr. Phillips Boulevard; • Boulevard Professional Center directly across Dr. Phillips Boulevard from the Dr. Phillips YMCA; and, • Village Office Center at the end of Wallace Road on Apopka-Vineland Road. They are conveniently located near all Dr. Phillips’ residential neighborhoods, shopping areas and medical facilities. Office Building in Dr. Phillips. Additional information on all Dr. Phillips’ rental properties is available on the company’s Web site, www.drphillips.org, or by calling the Dr. Phillips leasing office at (407) 422-6105. AFP Honors Hinson Former Dr. Phillips Charities leader Jim Hinson has been honored by the Association of Fundraising Professionals Central Florida Chapter with its H. Clifford Lee Award for Professional Achievement. The award recognizes his 50 years of service to the community through his work with Dr. Phillips and leadership in numerous area civic and charitable causes. Regional History Center will have the opportunity to step into Jim Henson’s Fantastic World, sponsored locally by Dr. Phillips Charities, and experience the “visual thinking” process of this visionary storyteller. A complementary exhibit will focus on Central Florida’s puppetry community, including Heather Henson, Jim Henson’s daughter. More information is available at www.thehistorycenter.org/exhibits/?art=upcoming. As part of the local chapter’s observance of the 23rd Annual National Philanthropy Day, Jim was honored alongside fellow West Orange leaders Barbara and Bert Roper, who received the chapter’s Lifetime Achievement Award, and CNL Founder James Seneff, named Outstanding Philanthropist. Each year, the Central Florida Chapter of the Association of Fundraising Professionals honors donors, volunteers and professionals whose gifts of time, expertise and resources contribute significantly to the quality of life in our communities. Dr. P. Phillips Community Park Winter hours have gone into effect at the recently opened Dr. P. Phillips Community Park not far from Apopka-Vineland Road. The park is open seven days a week from 8 a.m. to 6 p.m. The park, located at 8249 Buenavista Woods Blvd. on the shore of Big Sand Lake, includes opportunities for picnics, hiking, baseball, basketball and soccer, and features a playground, rental pavilions and a dog park. Park information is available by calling (407) 254-9038 or at www.orangecountyfl.net/dept/cesrvcs/parks/ParkDetails.asp?Pa rkID=66#. Exhibit Will Pay Homage to Jim Henson’s Fantastic World A critically acclaimed artist, puppeteer, film director and producer, Jim Henson (1936-1990) is best known for creating The Muppets© and serving as the voice of many famous characters, including Kermit the Frog and Ernie. From February 6 to May 3, 2009, visitors to the Orange County 5 Through hard work and a keen instinct for business, Doc Phillips and his son, Howard, became leaders of the citrus business in the state of Florida. Seeing there was a larger market to serve beyond Florida, they later flourished Home office/plant of Dr. Phillips through the application of innovative technologies in growing, processing and distributing citrus. Improving the Product in a “Flash” After diversifying his business, and expanding the reach of Florida citrus, Doc Phillips continued his leadership of the citrus industry by establishing a canning plant at the corner of Orange Avenue and Princeton Street. Creating a patented innovation called “flash” pasteurization, his citrus company was the first to produce juice without the Continued on page 2 The Dr. Phillips Legacy Continued . . Pg. 2 Dr. Phillips Legacies Past Editions If you received this newsletter, but did not receive the first three issues, the staff at Dr. Phillips will be happy to send copies to you. Please call (407) 422-6105 or send an e-mail to Legacies@DrPhillips.org. School of Real Estate at UCF to Carry Dr. Phillips Name . . . . . . . . Pg. 3 Awarded Grants . . . . . . . . . . . . . . . . . Pg. 4 6 From the President . . . . . . . . . . . . . . Pg. 5