LIVE WELL FOUNDATION OF SOUTH LAKE

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Cite this

Plain text LIVE WELL FOUNDATION OF SOUTH LAKE. furp.org, nonprofit organization profile, tax years 2019–2025. https://furp.org/org/live-well-foundation-of-south-lake-832073135. Retrieved 2026-11-06.

APA furp.org. (n.d.). LIVE WELL FOUNDATION OF SOUTH LAKE [Nonprofit organization profile; tax years 2019–2025]. Retrieved November 6, 2026, from https://furp.org/org/live-well-foundation-of-south-lake-832073135

MLA “LIVE WELL FOUNDATION OF SOUTH LAKE.” furp.org, tax years 2019–2025, https://furp.org/org/live-well-foundation-of-south-lake-832073135. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2019–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $5.9M · expenses $2.4M · assets $129.5M

EIN
83-2073135
Address
1935 DON WICKHAM DR, CLERMONT, FL 34711-1915
Website
www.lwfsl.com
NTEE code
E21 Community Health Systems (Health Care) published (IRS Business Master File)
FURP topic
men: issues · survivor: cancer · women: issues (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 2019 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Principal officer
KASEY KESSELRING (its 2018 Form 990-N)
Form 990-N e-postcards
1 filed, 2018 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

TO INSPIRE,THROUGH GRANT-MAKING,SUSTAINABLE INIATIVES THAT ENHANCE THE HEALTH AND WELLNESS OF THE SOUTH LAKE COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Donna Kirtland EXECUTIVE DIRECTOR2019-2025 $145,080$827,581 2

Officers and directors, no compensation reported

18 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Paul Rountree Director2024-2025 0 $0 reported 4
Linda Smith VICE Chair2019-2025 1 $0 reported 4
Rodney Drawdy Board Chair2019-2025 1 $0 reported 1
Rob Berens Invst/Finance Committee Chair2019-2025 0 $0 reported 1
Nancy Cummings DIRECTOR2024-2025 1 $0 reported 3
Jeff Duke Governance Committee Chair2019-2025 1 $0 reported 1
Shannon Elswick DIRECTOR2019-2025 0 $0 reported 2
Lushantha Gunasekera Director2020-2025 1 $0 reported 1
JoAnn Jones Director2019-2025 1 $0 reported 3
Susan McLean Grant Committee Chair2019-2025 1 $0 reported 1
Jimmy Nussbaumer Director2019-2025 0 $0 reported 1
Jose Rubio Director2024-2025 1 $0 reported 1
Chief Chuck Broadway (former) DIRECTOR2019-2023 0 $0 reported 1
James Nussbaumer (former) DIRECTOR2020-2023 0 $0 reported 1
Kasey Kesselring (former) PRESIDENT2019-2021 2 $0 reported 9
Jim Hamilton (former) Director, Investment Chair2019-2021 1 $0 reported 3
DR Lushantha Gunaseke (former) Director2019 0 $0 reported 1
Toni Specht (former) SECRETARY2019 0 $0 reported 1

People by year

2025 · 13 people listed · 1 paid, $145K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR62 $145,080-$0 $145,0802
LINDA SMITH VICE Chair1 $0-$0 $04
Rodney Drawdy Board Chair1 $0-$0 $01
Rob Berens Invst/Finance Committee Chair0 $0-$0 $01
Nancy Cummings DIRECTOR1 $0-$0 $03
Jeff Duke Governance Committee Chair1 $0-$0 $01
Shannon Elswick DIRECTOR0 $0-$0 $02
Lushantha Gunasekera Director1 $0-$0 $01
JoAnn Jones Director1 $0-$0 $03
Susan McLean Grant Committee Chair1 $0-$0 $01
Jimmy Nussbaumer Director0 $0-$0 $01
Paul Rountree Director0 $0-$0 $04
Jose Rubio Director1 $0-$0 $01
2024 · 13 people listed · 1 paid, $139K · 2 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR60 $138,818$0$0 $138,8182
LINDA SMITH VICE Chair1 $0$0$0 $04
Rodney Drawdy Board Chair2 $0$0$0 $01
Rob Berens DIRECTOR1 $0$0$0 $01
Nancy Cummings DIRECTOR1 $0$0$0 $03
Jeff Duke DIRECTOR1 $0$0$0 $01
Shannon Elswick DIRECTOR1 $0$0$0 $02
Lushantha Gunasekera Director1 $0$0$0 $01
JoAnn Jones Director1 $0$0$0 $03
Susan McLean DIRECTOR1 $0$0$0 $01
Jimmy Nussbaumer Director1 $0$0$0 $01
Paul Rountree Director1 $0$0$0 $04
Jose Rubio Director1 $0$0$0 $01
2023 · 11 people listed · 1 paid, $129K · 2 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR40 $128,750$0$0 $128,7502
ROB BERENS Director0 $0$0$0 $01
CHIEF CHUCK BROADWAY DIRECTOR0 $0$0$0 $01
RODNEY DRAWDY Chairman2 $0$0$0 $01
DR JEFF DUKE DIRECTOR0 $0$0$0 $01
SHANNON ELSWICK DIRECTOR0 $0$0$0 $02
DR Lushantha Gunasekera Director0 $0$0$0 $01
JoAnn Jones DIRECTOR0 $0$0$0 $03
SUSAN MCLEAN DIRECTOR0 $0$0$0 $01
JAMES NUSSBAUMER DIRECTOR0 $0$0$0 $01
LINDA SMITH VICE Chairman1 $0$0$0 $04
2022 · 11 people listed · 1 paid, $118K · 1 employee · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR40 $117,600$0$0 $117,6002
ROB BERENS Director1 $0$0$0 $01
CHIEF CHUCK BROADWAY DIRECTOR0 $0$0$0 $01
RODNEY DRAWDY Chairman1 $0$0$0 $01
DR JEFF DUKE DIRECTOR0 $0$0$0 $01
SHANNON ELSWICK DIRECTOR0 $0$0$0 $02
DR Lushantha Gunasekera Director0 $0$0$0 $01
JoAnn Jones DIRECTOR0 $0$0$0 $03
SUSAN MCLEAN DIRECTOR1 $0$0$0 $01
JAMES NUSSBAUMER DIRECTOR0 $0$0$0 $01
LINDA SMITH VICE Chairman0 $0$0$0 $04
2021 · 13 people listed · 1 paid, $111K · 1 employee · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR40 $111,395$0$0 $111,3952
ROB BERENS Director, Finance Chair1 $0$0$0 $01
CHIEF CHUCK BROADWAY DIRECTOR0 $0$0$0 $01
RODNEY DRAWDY TREASURER0 $0$0$0 $01
DR JEFF DUKE DIRECTOR, GOVERNANCE CHAIR0 $0$0$0 $01
SHANNON ELSWICK DIRECTOR0 $0$0$0 $02
DR Lushantha Gunasekera Director0 $0$0$0 $01
Jim Hamilton Director, Investment Chair1 $0$0$0 $03
JoAnn Jones DIRECTOR0 $0$0$0 $03
DR KASEY KESSELRING PRESIDENT2 $0$0$0 $09
SUSAN MCLEAN DIRECTOR1 $0$0$0 $01
JAMES NUSSBAUMER DIRECTOR0 $0$0$0 $01
LINDA SMITH VICE PRESIDENT0 $0$0$0 $04
2020 · 13 people listed · 1 paid, $105K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR40 $105,000$0$0 $105,0002
ROB BERENS Director, Finance Chair1 $0$0$0 $01
CHIEF CHUCK BROADWAY DIRECTOR0 $0$0$0 $01
RODNEY DRAWDY TREASURER0 $0$0$0 $01
DR JEFF DUKE DIRECTOR, GOVERNANCE CHAIR0 $0$0$0 $01
SHANNON ELSWICK DIRECTOR0 $0$0$0 $02
DR Lushantha Gunasekera Director0 $0$0$0 $01
Jim Hamilton Director, Investment Chair1 $0$0$0 $03
JoAnn Jones DIRECTOR0 $0$0$0 $03
DR KASEY KESSELRING PRESIDENT2 $0$0$0 $09
SUSAN MCLEAN DIRECTOR1 $0$0$0 $01
JAMES NUSSBAUMER DIRECTOR0 $0$0$0 $01
LINDA SMITH VICE PRESIDENT0 $0$0$0 $04
2019 · 14 people listed · 1 paid, $81K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONNA KIRTLAND EXECUTIVE DIRECTOR40 $80,938$0$0 $80,9382
ROB BERENS Director, Finance Chair1 $0$0$0 $01
CHIEF CHUCK BROADWAY DIRECTOR0 $0$0$0 $01
RODNEY DRAWDY TREASURER0 $0$0$0 $01
DR JEFF DUKE DIRECTOR, GOVERNANCE CHAIR0 $0$0$0 $01
SHANNON ELSWICK DIRECTOR0 $0$0$0 $02
DR Lushantha Gunaseke Director0 $0$0$0 $01
Jim Hamilton Director, Investment Chair1 $0$0$0 $03
JoAnn Jones DIRECTOR0 $0$0$0 $03
DR KASEY KESSELRING PRESIDENT2 $0$0$0 $09
SUSAN MCLEAN DIRECTOR1 $0$0$0 $01
JIMMY NUSSBAUMER DIRECTOR0 $0$0$0 $01
LINDA SMITH VICE PRESIDENT0 $0$0$0 $04
TONI SPECHT SECRETARY0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 28 grants to organizations · $6.5M

Listed grants add up to $6,535,325; the return's “grants paid” expense line says $1,527,851. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2024 · 12 grants to organizations · $6.2M

Listed grants add up to $6,150,143; the return's “grants paid” expense line says $6,543,864. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 10 grants to organizations · $44.9M
2022 · 6 grants to organizations · $14.1M
2021 · 13 grants to organizations · $7.0M
2020 · 1 grant to organizations · $39K

Listed grants add up to $38,700; the return's “grants paid” expense line says $67,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$5,885,089$2,371,379 $129,526,434$129,350,323 $0- $145,080--
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$15,393,989$7,284,524 $118,488,193$113,533,369 $0$0 $138,818212
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,751,591$45,692,382 $131,515,571$100,160,901 $0$0 $135,774210
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,677,322$14,844,825 $135,048,092$128,697,544 $10,000$0 $0110
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$16,473,467$7,639,199 $165,195,594$163,172,973 $0$0 $124,302112
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$569,187$735,230 $152,027,159$152,012,701 $0$0 $118,9441-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$129,240,879$291,999 $135,227,347$135,227,347 $128,000,000$0 $80,9381-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SPACE COAST HEALTH FOUNDATION INCFLE21 $9,645,721$10,900,743 PRESIDENT/CE$345,962 Same NTEE code E21, revenue within 2x, same state
BAPTIST HEALTH CARE FOUNDATION INCFLE21 $3,273,305$2,786,664 MEMBER/ASSISTANT SECRETARY$580,674 Same NTEE code E21, revenue within 2x, same state
FOUNDATION FOR A HEALTHY ST PETERSBURG INCFLE21 $9,050,349$9,429,390 President/CEO$352,839 Same NTEE code E21, revenue within 2x, same state
LIFELINE HEALTH INCFLE21 $11,265,301$7,659,498 Executive Director$409,892 Same NTEE code E21, revenue within 2x, same state
MOORINGS PARK HEALTHY LIVING INCORPORATEDFLE21 $4,838,586$4,818,848 PRESIDENT/CHIEF EXECUTIVE OFFICER$1,080,137 Same NTEE code E21, revenue within 2x, same state
TREASURE COAST HEALTH COUNCIL INCFLE21 $6,081,251$6,013,229 CHAIR$0 Same NTEE code E21, revenue within 2x, same state
FLORIDA COMMUNITY HEALTH NETWORK CORPFLE21 $8,379,134$0 CEO$669,467 Same NTEE code E21, revenue within 2x, same state
NCH HEALTHCARE SYSTEMS INCFLE21 $6,841,514$4,501,168 PRESIDENT/CEO/TRUSTEE$2,398,419 Same NTEE code E21, revenue within 2x, same state
ST LUKES WOOD RIVER FOUNDATION INCIDE21 $6,828,330$2,306,748 CHIEF DEV OF$185,000 Same NTEE code E21, revenue within 2x
CARE FOUNDATION OF AMERICA INCTNE21 $3,384,268$3,355,468 PRESIDENT/DIRECTOR$78,500 Same NTEE code E21, revenue within 2x
TUOMEY FOUNDATIONSCE21 $10,358,909$1,015,126 EXECUTIVE DIRECTOR$145,033 Same NTEE code E21, revenue within 2x
RAPIDES FOUNDATIONLAE21 $10,255,274$12,442,505 PRESIDENT & CEO$520,604 Same NTEE code E21, revenue within 2x
FOUNDATION HEALTH SERVICES INCLAE21 $5,488,959$3,144,594 PRESIDENT$247,907 Same NTEE code E21, revenue within 2x
UNIVERSITY HEALTH SYSTEM FOUNDATIONTXE21 $4,848,077$12,452,439 Director$1,251,590 Same NTEE code E21, revenue within 2x
PARKVIEW LEGACY FOUNDATIONCAE21 $3,391,129$642,908 PRESIDENT AND CEO$182,367 Same NTEE code E21, revenue within 2x
NORTH CANTON SUPPORTING FOUNDATIONOHE21 $9,782,218$41 EXECUTIVE DIRECTOR$80,000 Same NTEE code E21, revenue within 2x
CONFLUENCE HEALTH FOUNDATIONWAE21 $4,128,464$2,066,126 CHIEF PHILANTHROPY OFFICER$0 Same NTEE code E21, revenue within 2x
MEMORIAL FOUNDATION INCTNE21 $5,276,337$6,348,865 PRESIDENT$320,282 Same NTEE code E21, revenue within 2x
BARNES FAMILY FOUNDATIONPAE21 $4,000,000$4,019,578 CEO$312,577 Same NTEE code E21, revenue within 2x
METROWEST HEALTH FOUNDATION INCMAE21 $7,462,850$6,385,503 PRESIDENT/CEO$269,511 Same NTEE code E21, revenue within 2x
SUBURBAN HOSPITAL FOUNDATION INCMDE21 $7,997,364$3,819,824 TRUSTEE$1,128,612 Same NTEE code E21, revenue within 2x
HEALTHIER KIDS FOUNDATION INCCAE21 $3,778,505$5,091,250 CHIEF EXECUTIVE OFFICER$256,508 Same NTEE code E21, revenue within 2x
SPENCER REGIONAL HEALTHCARE FOUNDATIONIAE21 $3,511,911$1,944,027 Director$0 Same NTEE code E21, revenue within 2x
BAPTIST HOSPITALS FOUNDATION INCKYE21 $5,123,497$3,491,694 President & Director$5,838,744 Same NTEE code E21, revenue within 2x
GASTROINTESTINAL SPECIALISTS FOUNDATION INCTNE21 $10,561,636$16,529,566 SECRETARY$1,760,131 Same NTEE code E21, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
NATIONAL PHILANTHROPIC TR $19,699,81030 9DAF sponsor2014–2024 RAPIDES FOUNDATION; NCH HEALTHCARE SYSTEMS INC; CONFLUENCE HEALTH FOUNDATION; SUBURBAN HOSPITAL FOUNDATION INC and 5 more
BILL & JULIA VAN DOMELEN FOUNDATION $15,823,4473 1Private foundation2022–2024 NCH HEALTHCARE SYSTEMS INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $13,764,94867 16DAF sponsor2016–2024 NCH HEALTHCARE SYSTEMS INC; UNIVERSITY HEALTH SYSTEM FOUNDATION; BAPTIST HEALTH CARE FOUNDATION INC; ST LUKES WOOD RIVER FOUNDATION INC and 12 more
AMERICAN ENDOWMENT FOUNDATION $13,097,95020 5DAF sponsor2016–2024 BARNES FAMILY FOUNDATION; NCH HEALTHCARE SYSTEMS INC; SUBURBAN HOSPITAL FOUNDATION INC; ST LUKES WOOD RIVER FOUNDATION INC and 1 more
CLARK CHARITABLE FOUNDATION INC $10,015,0007 1Private foundation2020–2024 SUBURBAN HOSPITAL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING $8,501,67459 15DAF sponsor2014–2024 NCH HEALTHCARE SYSTEMS INC; ST LUKES WOOD RIVER FOUNDATION INC; FRIENDSHIP INN KC INC; SUBURBAN HOSPITAL FOUNDATION INC and 11 more
SAINT PAUL & MINNESOTA FOUNDATION $8,369,25020 2DAF sponsor2012–2025 NCH HEALTHCARE SYSTEMS INC; UNITED FAMILY PRACTICE HEALTH CENTER
SAN ANTONIO AREA FOUNDATION $6,323,2075 1DAF sponsor2015–2023 UNIVERSITY HEALTH SYSTEM FOUNDATION
COLLIER COMMUNITY FOUNDATION INC $5,888,24067 1DAF sponsor2009–2024 NCH HEALTHCARE SYSTEMS INC
FARMER FAMILY FOUNDATION $5,000,0003 1Private foundation2021–2023 NCH HEALTHCARE SYSTEMS INC
RAMAPO TRUST $2,500,0001 1Private foundation2022–2022 NCH HEALTHCARE SYSTEMS INC
THE BESSEMER GIVING FUND $2,407,5007 2DAF sponsor2017–2024 NCH HEALTHCARE SYSTEMS INC; ST LUKES WOOD RIVER FOUNDATION INC
BENDER FOUNDATION INC $2,389,99918 1Private foundation2017–2024 SUBURBAN HOSPITAL FOUNDATION INC
HORACE T SADLER NECT TRUST U W FBO SADLER FOUNDATION FARMERS TRUST $2,346,1462 1Private foundation2024–2025 PARTNERSHIP FOR BETTER HEALTH
SAMUEL G CHICKERING TRUST UW ART 5 10-0214-00-6 $1,973,9036 1Private foundation2019–2024 METROWEST HEALTH FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $2,371,379 spent · pay $188,117 · grants $1,527,851 · events $8,093
LineAs describedTotalShare
Contributions, gifts, grants paid $1,527,851 64.4%
Fees: other professional $368,693 15.5%
Pay: officers, directors, trustees $145,080 6.1%
Taxes $122,137 5.2%
Other expenses $104,900 4.4%
Fees: accounting $41,585 1.8%
Other salaries and wages $32,243 1.4%
Pension plans and employee benefits $10,794 0.5%
Travel, conferences and meetings $8,093 0.3%
Fees: legal $7,696 0.3%
Depreciation and depletion $2,307 0.1%
Total$2,371,379100%

View the filing

2024 · Form 990 · $7,284,524 spent · pay $184,196 · grants $6,543,864 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,543,864$6,543,864-- 89.8%
Fees: investment management $321,895-$321,895- 4.4%
Pay: officers, directors, trustees, key employees $138,818$69,409$69,409- 1.9%
Advertising and promotion $55,588-$55,588- 0.8%
Fees: other services $55,444-$55,444- 0.8%
Fees: accounting $42,800-$42,800- 0.6%
Other salaries and wages $29,334$14,667$14,667- 0.4%
Office expenses $20,485$1,913$18,572- 0.3%
Payroll taxes $12,844$6,422$6,422- 0.2%
Insurance $12,712-$12,712- 0.2%
Other (as described)FOOD AND BEVERAGE $10,936-$10,936- 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $7,484$7,484-- 0.1%
Information technology $7,068$7,068-- 0.1%
Fees: legal $7,024-$7,024- 0.1%
Occupancy $5,769-$5,769- 0.1%
Travel $5,453-$5,453- 0.1%
Other employee benefits $3,200$1,600$1,600- 0.0%
Depreciation and depletion $2,282-$2,282- 0.0%
Other (as described)MISCELLANEOUS $1,524-$1,524- 0.0%
Total$7,284,524100%

View the filing

2023 · Form 990 · $45,692,382 spent · pay $149,754 · grants $44,869,967 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $44,869,967$44,869,967-- 98.2%
Fees: investment management $402,590-$402,590- 0.9%
Pay: officers, directors, trustees, key employees $135,774$67,887$67,887- 0.3%
Fees: other services $70,014-$70,014- 0.2%
Fees: legal $46,576-$46,576- 0.1%
Advertising and promotion $29,973-$29,973- 0.1%
Other (as described)SPONSORSHIP $27,930$27,930-- 0.1%
Other (as described)FOOD AND BEVERAGE $21,172-$21,172- 0.0%
Office expenses $15,394$462$14,932- 0.0%
Fees: management $13,343-$13,343- 0.0%
Insurance $12,705-$12,705- 0.0%
All other expenses $10,435-$10,435- 0.0%
Payroll taxes $10,400$5,200$5,200- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $6,890$6,890-- 0.0%
Occupancy $5,637-$5,637- 0.0%
Travel $4,955-$4,955- 0.0%
Other employee benefits $3,580$1,790$1,790- 0.0%
Information technology $2,335$2,335-- 0.0%
Other (as described)GROUP MEALS $1,426-$1,426- 0.0%
Depreciation and depletion $1,286-$1,286- 0.0%
Total$45,692,382100%

View the filing

2022 · Form 990 · $14,844,825 spent · pay $129,723 · grants $14,110,170 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $14,110,170$14,110,170-- 95.1%
Fees: investment management $367,476-$367,476- 2.5%
Other salaries and wages $117,600$58,800$58,800- 0.8%
Fees: other services $75,842-$75,842- 0.5%
Fees: accounting $35,169-$35,169- 0.2%
Advertising and promotion $23,271-$23,271- 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $17,524$17,524-- 0.1%
Other (as described)SPONSORSHIP $17,345$17,345-- 0.1%
Fees: legal $16,854-$16,854- 0.1%
Other (as described)GROUP MEALS $12,029-$12,029- 0.1%
Insurance $11,881-$11,881- 0.1%
Information technology $9,063$9,063-- 0.1%
Payroll taxes $9,003$4,501$4,502- 0.1%
Office expenses $6,528$673$5,855- 0.0%
Occupancy $5,528-$5,528- 0.0%
Other (as described)FOOD AND BEVERAGE $3,472-$3,472- 0.0%
Other employee benefits $3,120$1,560$1,560- 0.0%
Travel $1,841-$1,841- 0.0%
All other expenses $1,035$73$962- 0.0%
Depreciation and depletion $74-$74- 0.0%
Total$14,844,825100%

View the filing

2021 · Form 990 · $7,639,199 spent · pay $124,302 · grants $7,034,994 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $7,034,994$7,034,994-- 92.1%
Fees: investment management $330,810-$330,810- 4.3%
Pay: officers, directors, trustees, key employees $124,302$62,151$62,151- 1.6%
Fees: legal $99,802-$99,802- 1.3%
Other (as described)DUES AND SUBSCRIPTIONS $16,751$16,751-- 0.2%
Other (as described)MISCELLANEOUS $12,397$3,281$9,116- 0.2%
Office expenses $10,743-$10,743- 0.1%
Occupancy $5,381-$5,381- 0.1%
Other (as described)GROUP MEALS $2,500-$2,500- 0.0%
Depreciation and depletion $919-$919- 0.0%
Other (as described)SPONSORSHIP $600$600-- 0.0%
Total$7,639,199100%

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2020 · Form 990 · $735,230 spent · pay $118,944 · grants $67,100 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $422,639-$422,639- 57.5%
Pay: officers, directors, trustees, key employees $118,944$59,472$59,472- 16.2%
Fees: legal $95,904-$95,904- 13.0%
Grants to US organizations and governments $67,100$67,100-- 9.1%
Other (as described)DUES AND SUBSCRIPTIONS $9,481$9,481-- 1.3%
Office expenses $7,561-$7,561- 1.0%
Occupancy $5,249-$5,249- 0.7%
Other (as described)MISCELLANEOUS $5,004-$5,004- 0.7%
Other (as described)SPONSORSHIP $2,500$2,500-- 0.3%
Depreciation and depletion $848-$848- 0.1%
Total$735,230100%

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2019 · Form 990 · $291,999 spent · pay $88,013 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $160,554-$160,554- 55.0%
Pay: officers, directors, trustees, key employees $80,938-$80,938- 27.7%
Fees: accounting $9,660-$9,660- 3.3%
Fees: legal $9,223-$9,223- 3.2%
Office expenses $8,542-$8,542- 2.9%
Fees: other services $7,151-$7,151- 2.4%
Payroll taxes $6,381-$6,381- 2.2%
Other (as described)DUES AND SUBSCRIPTIONS $4,035$4,035-- 1.4%
Occupancy $3,877-$3,877- 1.3%
Interest $703-$703- 0.2%
Other employee benefits $694-$694- 0.2%
Other (as described)MEETINGS-FOOD/BEVERAGE $201-$201- 0.1%
Other (as described)CONSULTING RELATIONS $40-$40- 0.0%
Total$291,999100%

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State business registration

The same business name in the same state, from the state’s official registry data.

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