LIVE WELL FOUNDATION OF SOUTH LAKE: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LIVE WELL FOUNDATION OF SOUTH LAKE (EIN 83-2073135)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-22
- IRS object ID
- 202631429349100008
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-22T09:35:47-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S ORANGE AVESTE 1200 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832073135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVE WELL FOUNDATION OF SOUTH LAKE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA KIRTLAND | InCareOfNm |
| Business Name Control | LIVE | BusinessNameControlTxt |
| Phone | 3525368845 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1935 DON WICKHAM DR | AddressLine1Txt |
| City | CLERMONT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Kirtland | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8778295500 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER KESHWAR CPA | PreparerPersonNm |
| PTIN | P01784817 | PTIN |
| Phone | 4078491569 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,526,434 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,295 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,295 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,073,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,073,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,788,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,424,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,788,695 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,885,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,885,089 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,080 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,358 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,722 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,243 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,077 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,794 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,794 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,848 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,848 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,951 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,634 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $368,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $360,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,418 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $122,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,896 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,307 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,093 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,085 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,008 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,704 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $843,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $460,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,527,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,535,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,371,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $460,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,808,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,513,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,424,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,667 | CashBOYAmt |
| Cash EOY | $39,283 | CashEOYAmt |
| Cash EOYFMV | $39,283 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,724,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,304,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,304,550 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $21,584 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,570 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $21,584 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $21,584 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,769 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,059 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,059 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $46,425,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,234,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,234,243 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $68,293,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,889,133 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,889,133 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,243 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,661 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,889 | LandBOYAmt |
| Land EOY | $1,582 | LandEOYAmt |
| Land EOYFMV | $1,582 | LandEOYFMVAmt |
| Other Assets BOY | $233 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,488,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,526,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,526,434 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,630 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $51,111 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,948,194 | GrantsPayableBOYAmt |
| Grants Payable EOY | $125,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,954,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,111 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,533,369 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $129,350,323 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,533,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,350,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,488,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,526,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,533,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,513,710 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,303,244 | OtherIncreasesAmt |
| Subtotal | $129,350,323 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $129,350,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - LONG TERM | PropertyDesc |
| Gross Sales Price | $22,424,330 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,635,635 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,788,695 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,788,695 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,788,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,401 | SubtotalAmt |
| Tax Based On Investment Income | $75,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $108,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $32,599 | OverpaymentAmt |
| Applied To ES Tax | $32,599 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.lwfsl.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA KIRTLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3525368845 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1935 DON WICKHAM DRIVE | AddressLine1Txt |
| City | CLERMONT | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SMITH | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | VICE Chair | 1.5 | $0 | $0 | $0 |
| DONNA KIRTLAND | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | EXECUTIVE DIRECTOR | 62.0 | $145,080 | $0 | $0 |
| Rodney Drawdy | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Board Chair | 1.5 | $0 | $0 | $0 |
| Rob Berens | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Invst/Finance Committee Chair | 0.6 | $0 | $0 | $0 |
| Nancy Cummings | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | DIRECTOR | 1.5 | $0 | $0 | $0 |
| Jeff Duke | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Governance Committee Chair | 1.2 | $0 | $0 | $0 |
| Shannon Elswick | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | DIRECTOR | 0.65 | $0 | $0 | $0 |
| Lushantha Gunasekera | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Director | 1.0 | $0 | $0 | $0 |
| JoAnn Jones | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Director | 1.25 | $0 | $0 | $0 |
| Susan McLean | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Grant Committee Chair | 1.5 | $0 | $0 | $0 |
| Jimmy Nussbaumer | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Director | 0.65 | $0 | $0 | $0 |
| Paul Rountree | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Director | 0.6 | $0 | $0 | $0 |
| Jose Rubio | ||||||||
| 1935 DON WICKHAM DR | CLERMONT | FL | 34711 | Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IMPROVED HEALTH AND WELLNESS TO EXPERIENCE A BETTER QUALITY OF LIFE FOR THE COMMUNITY OF SOUTH LAKE | Description1Txt |
| Expenses1 | $6,808,007 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $111,040,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $614,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,225 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,714,369 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,714,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,675,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,038,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,501,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,501,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,401 | TotalTaxAmt |
| Distributable Before Adj | $5,426,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,426,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,426,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,808,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,808,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,426,532 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $6,808,007 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,426,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,381,475 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,381,475 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,381,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,381,475 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDING BLOCKS MINISTRIES INC | |||||||
| 548 S US HWY 27 | MINNEOLA | FL | 34715 | N/A | PC | PROJECT TO EXPAND WELLNESS AND SOCIALIZATION SPACES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES | $125,000 |
| CENTRAL FLORIDA HOPE CENTER INC | |||||||
| 2400 S Highway 27 Suite B201 | CLERMONT | FL | 34711 | N/A | PC | SUPPORT FOR DREAM PLEX CENTER THERAPY, FITNESS, RECREATION, AND SPORTS DESIGNED FOR INDIVIDUALS WITH PHYSICAL AND/OR INTELLECTUAL DISABILITIES. | $1,000 |
| COMMUNITY HEALTH CENTERS INC | |||||||
| 110 South Woodland St | WINTER GARDEN | FL | 34787 | N/A | PC | DENTIST AND DENTAL SERVICE EXPANSION INTO FOUR CORNERS AREA OF SOUTH LAKE COUNTY FL | $100,000 |
| Find Feed & Restore Inc | |||||||
| 830 W Montrose Street | Clermont | FL | 34711 | N/A | PC | HOUSING FOR HOMELESS FAMILIES WITH CHILDREN IN SOUTH LAKE COUNTY | $2,500 |
| Christian Men in Action Community Development | |||||||
| 574 E Desoto St | CLERMONT | FL | 34711 | N/A | PC | YEAR OF THE YOUTH IN SOUTH LAKE | $500 |
| Career Source Central Florida | |||||||
| 1209 W Airport Blvd | Sanford | FL | 32773 | N/A | PC | CAREER SERVICES IN SOUTH LAKE COUNTY FOR WORKFORCE DEVELOPMENT | $4,000 |
| Educational Foundation of Lake County Inc | |||||||
| 2045 Pruitt St | Leesburg | FL | 34748 | N/A | PC | STEPPING OUT FOR EDUCATION SUPPORTING EFLC | $2,000 |
| Episcopal Children's Services | |||||||
| 8649 Baypine Road Bldg 7 - Suite | Jacksonville | FL | 32256 | N/A | PC | WELLNESS FOR YOUNG CHILDREN AND THEIR FAMILIES | $263,750 |
| Florida Philanthropic Network inc | |||||||
| 12157 W Linebaugh Ave Suite 626 | Tampa | FL | 33626 | N/A | PC | STRENGTHEN PHILANTHROPY IN FLORIDA THROUGH RESEARCH AND EDUCATION, CONNECTING GRANTMAKERS. | $3,000 |
| Hand in Hand Recovery | |||||||
| 125 W Lakeview Ave | Eustis | FL | 32726 | N/A | PC | MEN'S AND WOMEN'S ADDICTION RECOVERY COMMUNITY SUPPORT | $500 |
| Libbys Legacy Breast Cancer Foundation | |||||||
| 112 Annie St | Orlando | FL | 32806 | N/A | PC | CANCER PATIENT SERVICES VIA EDUCATION, MAMMOGRAMS, AND PATIENT NAVIGATION | $30,000 |
| Central Healthy Start | |||||||
| 1785 NW 80th Blvd | Gainesville | FL | 32606 | N/A | PC | EXPECTING AND NEW PARENTS RECEIVE RESOURCES, EXPERT GUIDANCE, AND COMMUNITY SUPPORT RELATED TO PREGNANCY, POSTPARTUM CARE, AND INFANT DEVELOPMENT. | $500 |
| Orlando Health South Lake Hospital | |||||||
| 1900 Don Wickham Dr | Clermont | FL | 34711 | N/A | PC | SOUTH LAKE HOSPITAL CARDIOVASCULAR SUPPORT AND EXPANSION IN SOUTH LAKE COUNTY | $5,000,000 |
| Orlando Health Foundation Inc | |||||||
| 3160 Southgate Commerce Blvd Suite | Orlando | FL | 32806 | N/A | PC | TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE INDIVIDUALS AND COMMUNITIES WE SERVE. | $42,350 |
| American Heart Association Central Florida | |||||||
| 5224 W State Road 46 | Sanford | FL | 32771 | N/A | PC | CPR CLASSES, SERVICES TO IMPROVING THE CARDIAC CHAIN OF SURVIVAL ACROSS SOUTH LAKE | $250,000 |
| City of Groveland | |||||||
| 156 S Lake Avenue | Groveland | FL | 34736 | N/A | PC | EXTERNAL CONNECTION SPACE SUPPORT OF MEET US IN THE MIDDLE PLAZA AND TIERED EXERCISE SPACE | $400,000 |
| Kiwanis Club of South Lake Foundation | |||||||
| PO Box 120175 | Clermont | FL | 34712 | N/A | PC | FOR KIWANIS SUPPORT PROGRAMS AND ACTIVITIES THAT HELP LESS FORTUNATE CHILDREN AND YOUTH IN LAKE COUNTY | $500 |
| South Lake Chamber of Commerce | |||||||
| 620 W Montrose St | Clermont | FL | 34711 | N/A | PC | WELLNESS HEALTH CHALLENGE, TEACHER APPRECIATION, FIRST RESPONDERS AWARD RECOGNITION. | $2,125 |
| New Beginnings of Central Florida | |||||||
| 415 Citrus Tower Blvd | ClermonT | FL | 34711 | N/A | PC | SUPPORT TO OVERCOME HOMELESSNESS, POVERTY, AND CRISIS BY PROVIDING LIFE-CHANGING SERVICES AND COMMUNITY SUPPORT. | $1,200 |
| Easter Seals for Health Navigation Program | |||||||
| 2399 E Walton Blvd | Auburn Hills | MI | 48326 | N/A | PC | HEALTH NAVIGATOR PROGRAM EXPANSION IN SOUTH LAKE COUNTY | $130,000 |
| Greater Clermont Cancer Foundation | |||||||
| PO Box 443 | Minneola | FL | 34755 | N/A | PC | CANCER PATIENTS RECEIVE ASSISTANCE, SUPPORT, AND COMFORT IN SOUTH LAKE COUNTY, FLORIDA. | $45,000 |
| Neighborhood Center of South Lake | |||||||
| 14727 Timber Village Rd | Groveland | FL | 34736 | N/A | PC | SOUTH LAKE COMMUNITY FOOD DISTRIBUTION - MULTIPLE SL FOOD BANKS PARTICIPATED | $8,900 |
| Special Olympics Florida Inc | |||||||
| 1915 Don Wickham Drive | Clermont | FL | 34711 | N/A | PC | PROMOTING PHYSICAL FITNESS AND MEDICAL SCREENINGS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES IN SOUTH LAKE COUNTY FL. | $100,000 |
| Boys & Girls Clubs of Central Florida Inc | |||||||
| 101 E Colonial Drive | Orlando | FL | 32801 | N/A | PC | YOUTH DEVELOPMENT PROGRAMS, COMMUNITY SUPPORT FOR LAKE COUNTY CLUBS | $8,000 |
| South Lake Community Ministries | |||||||
| 1860 Hancock Road | Clermont | FL | 34711 | N/A | PC | CHILDREN'S BACKPACK FEEDING PROGRAM WITHIN SOUTH LAKE SCHOOLS | $500 |
| Stuckey Community Improvement Group | |||||||
| 428 Bellissimo Place | HoweyintheHills | FL | 34737 | N/A | PC | ENHANCING THE QUALITY OF LIFE FOR RESIDENTS IN SOUTH LAKE COUNTY THROUGH COMMUNITY PROGRAMS AND INITIATIVES. | $10,000 |
| The Lyles Brothers Sports Foundation | |||||||
| 456 Avila Place | HoweyintheHills | FL | 34737 | N/A | PC | YOUTH HEALTH & WELLNESS SPECIFIC TO SOUTH LAKE PROJECTS. | $2,500 |
| Thrive Clermont Inc | |||||||
| 614 E Highway 50 Suite 183 | Clermont | FL | 34711 | N/A | PC | FUNDS FOR TEENS TO SUCCEED THROUGH SKILL BUILDING, SOCIALIZATION, CAREER AND COLLEGE READINESS PROGRAMS, AND MENTORING | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,535,325 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING BLOCKS MINISTRIES INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 548 S US HWY 27 | AddressLine1Txt |
| Address Line2 | SUITE C | AddressLine2Txt |
| City | MINNEOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | PROJECT TO EXPAND WELLNESS AND SOCIALIZATION SPACES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,295 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,073,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,788,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,885,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,885,089 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART III, LINE 3: | IdentifierTxt |
| Form And Line Reference | PART III, LINE 3: | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation transitioned from filing Form 990 as a public charity to filing Form 990-PF as a private foundation. In the prior year, certain grants were reported on an accrual basis in accordance with Form 990 rules. These grants were paid during the current year and are included in 'Grants Paid' on Form 990-PF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $15,020,613 | $15,020,613 |
| MUTUAL FUNDS | $37,209,873 | $37,209,873 |
| PREFERRED SECURITIES | $3,757 | $3,757 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $74,889,133 | BookValueAmt |
| EOYFMV | $74,889,133 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE ADVANCES | Desc |
| BOY Book Value | $233 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING & MARKETING | $25,406 | $25,406 | |
| OFFICE EXPENSES | $35,412 | $26,708 | $8,704 |
| INFORMATION TECHNOLOGY | $8,336 | $8,336 | |
| GRANTEE RECOGNITION | $25,905 | $25,905 | |
| DUES & SUBCRIPTION | $6,996 | $6,996 | |
| MISC EXPENSES | $2,845 | $2,845 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $12,303,244 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $309,025 | $309,025 | |
| PROFESSIONAL DEVELOPMENT FEES | $1,405 | $1,405 | |
| INVESTMENT CONSULTANT FEES | $51,250 | $51,250 | $0 |
| PROFESSIONAL SERVICES | $5,550 | $5,550 | |
| MARKETING | $1,463 | $1,463 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $108,000 | $0 | $0 |
| PAYROLL TAXES | $14,137 | $4,241 | $9,896 |
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