LIVE WELL FOUNDATION OF SOUTH LAKE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: LIVE WELL FOUNDATION OF SOUTH LAKE (EIN 83-2073135)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-08-19
IRS object ID: 202212319349301516
Schema version: 2021v4.2
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
Schedule A
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-19T15:30:28-05:00	ReturnTs
Tax Period End	2021-12-31	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	990	ReturnTypeCd
Tax Period Begin	2021-01-01	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	% RODNEY DRAWDY	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	KASEY KESSELRING	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8778295500	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KASEY	PersonFirstNm
Person Last	KESSELRING	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER KESHWAR CPA	PreparerPersonNm
PTIN	P01784817	PTIN
Phone	4078491569	PhoneNum
Preparation	2022-07-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KASEY KESSELRING	PrincipalOfficerNm

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

Field	Value	IRS element (for citing)
Gross Receipts	$85,357,035	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.lwfsl.com	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2018	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	TO INSPIRE,THROUGH GRANT-MAKING, SUSTAINABLE INIATIVES THAT ENHANCE THE HEALTH AND WELLNESS OF THE SOUTH LAKE COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	1	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$569,187	PYInvestmentIncomeAmt
CY Investment Income	$16,470,967	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$2,500	CYOtherRevenueAmt
PY Total Revenue	$569,187	PYTotalRevenueAmt
CY Total Revenue	$16,473,467	CYTotalRevenueAmt
PY Grants And Similar Paid	$67,100	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,034,994	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$118,944	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$124,302	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$549,186	PYOtherExpensesAmt
CY Other Expenses	$479,903	CYOtherExpensesAmt
PY Total Expenses	$735,230	PYTotalExpensesAmt
CY Total Expenses	$7,639,199	CYTotalExpensesAmt
PY Revenues Less Expenses	-$166,043	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,834,268	CYRevenuesLessExpensesAmt
Total Assets BOY	$152,027,159	TotalAssetsBOYAmt
Total Assets EOY	$165,195,594	TotalAssetsEOYAmt
Total Liabilities BOY	$14,458	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,022,621	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$152,012,701	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$163,172,973	NetAssetsOrFundBalancesEOYAmt
Mission	TO INSPIRE,THROUGH GRANT-MAKING,SUSTAINABLE INIATIVES THAT ENHANCE THE HEALTH AND WELLNESS OF THE SOUTH LAKE COMMUNITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$7,117,777	ExpenseAmt
Desc	IMPROVED HEALTH AND WELLNESS TO EXPERIENCE A BETTER QUALITY OF LIFE FOR THE COMMUNITY OF SOUTH LAKE	Desc
Total Program Service Expenses	$7,117,777	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	1	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RODNEY DRAWDY	PersonNm
Phone	3525368845	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1935 DON WICKHAM DRIVE	AddressLine1Txt
City	CLERMONT	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34711	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DONNA KIRTLAND
EXECUTIVE DIRECTOR	40.0	0.0	Yes (X)	$111,395	$0	$0
ROB BERENS
Director, Finance Chair	1.0	0.0		$0	$0	$0	Yes (X)
CHIEF CHUCK BROADWAY
DIRECTOR	0.25	0.0		$0	$0	$0	Yes (X)
RODNEY DRAWDY
TREASURER	0.25	0.0	Yes (X)	$0	$0	$0	Yes (X)
DR JEFF DUKE
DIRECTOR, GOVERNANCE CHAIR	0.5	0.0		$0	$0	$0	Yes (X)
SHANNON ELSWICK
DIRECTOR	0.5	0.0		$0	$0	$0	Yes (X)
DR Lushantha Gunasekera
Director	0.5	0.0		$0	$0	$0	Yes (X)
Jim Hamilton
Director, Investment Chair	1.0	0.0		$0	$0	$0	Yes (X)
JoAnn Jones
DIRECTOR	0.25	0.0		$0	$0	$0	Yes (X)
DR KASEY KESSELRING
PRESIDENT	2.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
SUSAN MCLEAN
DIRECTOR	1.0	0.0		$0	$0	$0	Yes (X)
JAMES NUSSBAUMER
DIRECTOR	0.25	0.0		$0	$0	$0	Yes (X)
LINDA SMITH
VICE PRESIDENT	0.25	0.0	Yes (X)	$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$111,395	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,214,053	TotalRevenueColumnAmt
Exclusion	$2,214,053	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$83,140,482	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$68,883,568	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$14,256,914	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,256,914	TotalRevenueColumnAmt
Exclusion	$14,256,914	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,500	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,500	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,473,467	TotalRevenueColumnAmt
Exclusion	$16,470,967	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$7,034,994	TotalAmt
Program Services	$7,034,994	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$124,302	TotalAmt
Program Services	$62,151	ProgramServicesAmt
Management And General	$62,151	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$99,802	TotalAmt
Management And General	$99,802	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$330,810	TotalAmt
Management And General	$330,810	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,743	TotalAmt
Management And General	$10,743	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$5,381	TotalAmt
Management And General	$5,381	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$919	TotalAmt
Management And General	$919	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS	$16,751	$16,751
SPONSORSHIP	$600	$600
MISCELLANEOUS	$12,397	$3,281	$9,116
GROUP MEALS	$2,500		$2,500

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,639,199	TotalAmt
Program Services	$7,117,777	ProgramServicesAmt
Management And General	$521,422	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$14,962	BOYAmt
EOY	$24,020	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,621,287	BOYAmt
EOY	$22,062,970	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$50,637	BOYAmt
EOY	$54,882	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,929	BOYAmt
EOY	$22,099	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,186	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,767	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,696	BOYAmt
EOY	$1,419	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$147,324,648	BOYAmt
EOY	$143,030,204	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$152,027,159	BOYAmt
EOY	$165,195,594	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,458	BOYAmt
EOY	$22,621	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$2,000,000	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,458	BOYAmt
EOY	$2,022,621	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$152,012,701	BOYAmt
EOY	$163,172,973	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$152,012,701	BOYAmt
EOY	$163,172,973	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$152,027,159	BOYAmt
EOY	$165,195,594	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$8,834,268	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,326,004	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$128,000,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$128,000,000	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$128,000,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$128,000,000	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$128,000,000	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$1,276,182	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,974,921	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,214,053	CurrentTaxYearAmt
Total	$5,465,156	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$3,558	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$2,500	CurrentTaxYearAmt
Total	$6,058	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$133,471,214	TotalSupportAmt
First5 Years170	Yes (X)	First5Years170Ind

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,186	OtherCostOrOtherBasisAmt
Depreciation	$1,767	DepreciationAmt
Book Value	$1,419	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$1,419	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$18,468,661	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,326,004	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,326,004	RevenueNotReportedAmt
Revenue Subtotal	$16,142,657	RevenueSubtotalAmt
Investment Expenses Not Incld	$330,810	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$330,810	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$16,473,467	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,308,389	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$7,308,389	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$330,810	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$330,810	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,639,199	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X LINE 2	FormAndLineReferenceDesc
Explanation	The Foundation is exempt from federal income tax under provisions of Section 501(c)(3) of the Internal Revenue Code and from state income taxes under similar provisions of the Florida Income Tax Code. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the Foundation in its tax returns. The Foundation's status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by the Foundation in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that the Foundation has any material uncertain tax positions at December 31,2021.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
THE COMMUNITY FOUNDATION OF SOUTH LAKE
2150 Oakley Seaver Drive	Clermont	FL	34711	593343206	501(C)(3)	$1,545,448	FMV	HUNGER AND HEALTHIER EATING, HEALTH EDUCATION AND A PATH TO WELLNESS THROUGH CASE MANAGEMENT.
BUILDING BLOCKS MINISTRIES INC
548 S US HWY 27	MINNEOLA	FL	34715	830443669	501(C)(3)	$800,000	FMV	INCREASE ENROLLMENT AND ADD ADDITIONAL PROGRAMS AND SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES.	SUITE C
CENTRAL FLORIDA HOPE CENTER INC
12629 US HWY 27	CLERMONT	FL	34711	843325902	501(C)(3)	$260,000	FMV	EXPAND ACCESS TO MEDICAL CARE AND ADDRESS FOOD SECURITY AND NUTRITION IN AT RISK COMMUNITIES.
COMMUNITY HEALTH CENTERS INC
110 S WOODLAND STREET	WINTER GARDEN	FL	34787	591480970	501(C)(3)	$167,140	FMV	IMPROVING PRIMARY MEDICAL CARE ACCESS.
FEED AND INSTRUCT THE HUNGRY NEIGHBORHOOD CENTER
14727 TIMBER VILLAGE RD	GROVELAND	FL	34736	593112851	501(C)(3)	$800,000	FMV	HEALTH AND WELLNESS IN SOUTH LAKE COUNTY THROUGH EXPANDED PROGRAMS AND CAPITAL IMPROVEMENTS.
FIRST UNITED METHODIST CHURCH OF CLERMONT
950 7TH STREET	CLERMONT	FL	34711	590725539	501(C)(3)	$50,000	FMV	IMPROVING THE QUALITY OF FOOD MINISTRY TO VULNERABLE POPULATION IN THE SOUTH LAKE COUNTY COMMUNITY.
LAKE-SUMTER STATE COLLEGE FOUNDATION INC
9501 US HWY 441	LEESBURG	FL	34788	591990323	501(C)(3)	$170,500	FMV	TRAINING PROGRAMS IN THE HEALTHCARE INDUSTRY TO FILL REGIONAL EMPLOYMENT NEEDS BY STARTING A MEDICAL LAB TECHNOLOGY ASSOCIATE IN SCIENCE DEGREE.
LIFESTREAM BEHAVIORAL CENTER INC
PO BOX 491000	LEESBURG	FL	347491000	591561501	501(C)(3)	$600,000	FMV	EXPAND SERVICES TO YOUTH BY IMPLEMENTING AN INTEGRATED, COORDINATED AND COMPREHENSIVE SYSTEM OF EVIDENCE-BASED SERVICES WITH CO-OCCURRING DISORDERS AND SUPPORT FOR THE WHOLE FAMILY THROUGH A CONTINUUM OF CARE THAT HELPS SUSTAIN LONG-TERM RECOVERY.
TOTAL LIVING MESSAGE CHURCH
830 W MONTROSE ST	CLERMONT	FL	34711	271188743	501(C)(3)	$295,470	FMV	IMPROVE MENTAL HEALTH
NEW WAVE CHRISTIAN CHURCH
202 HATTARAS AVE	CLERMONT	FL	34711	833962417	501(C)(3)	$223,060	FMV	IMPROVING MENTAL HEALTH SERVICES
UNITED WAY OF LAKE & SUMTER COUNTIES INC
32644 BLOSSOM LANE	LEESBURG	FL	34788	591143758	501(C)(3)	$122,856	FMV	IMPROVING ACCESS TO MEDICAL SERVICES FOR SOUTH LAKE'S VETERAN POPULATION.
HABITAT FOR HUMANITY OF LAKE SUMTER
906 AVENIDA CENTRAL	THE VILLAGES	FL	32159	592958036	501(C)(3)	$1,000,000	FMV	For the BENEFIT OF SOUTH LAKE COUNTY, LOCATED SOUTH OF THE BOUNDARY LINE SEPARATING TOWNSHIPS 20 AND 21, SOUTH OF THE TALLAHASSEE MERIDIAN.
LAKE SUMTER STATE COLLEGE FOUNDATION
9501 US HWY 441	LEESBURG	FL	34788	591990323	501(C)(3)	$1,000,000	FMV	Increased the REGISTERED NURSING PROGRAM

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART VI, SECTION B, LINE 11B:	The Organization provides a copy of the 990 to the finance committee and the full board for final approval before filing with the IRS.
PART VI, SECTION C, LINE 19:	The organization makes its form 990, Financial Statements and governing documents avaliable upon request.