Nonprofit · EIN 27-5317208
LIVING WELL FOUNDATION
Tax-exempt · CHARLOTTE, NC 28277
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-EZ | $100,016 | $22 | $99,994 | $426,060 | – | $426,060 |
Financial details: 990-EZ for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $100,000
- Investment income
- $16
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $22
Balance sheet and other
- Total assets, start of year
- $326,066
- Total assets, end of year
- $426,060
- Total liabilities, end of year
- –
- Net assets, end of year
- $426,060
- Cash, savings and investments
- $426,060
- Gross receipts
- $100,016
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jonathan Doe | Director | 0 | $0 |
| Wendy Nagy | Director | 0 | $0 |
| Walter Custer | Director | 0 | $0 |
| Lyn Rion | Director | 0 | $0 |
| Christine Bormann | Director | 0 | $0 |
| Sarah Perkins | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3530 TORINGDON WAY STE 204, CHARLOTTE, NC 28277-3436
- In care of
- % JEFF ALEXANDER
- Mailing address (990-N for 2024)
- 3530 TORINGDON WAY STE 204, CHARLOTTE NC 28277
- Principal officer (990-N for 2024)
- TIM LAYTON, 3530 TORINGDON WAY STE 204, CHARLOTTE NC 28277
- Signed the 990-EZ
- Tim Layton, Director of Operatio
- Return prepared by
- Foard and Company PA
Mission
Living Well Foundation was established to receive, invest and administer tax-deductible contributions for the benevolent support of residents in need of financial assistance, residing within any of the Senior Living Communities.
Program accomplishments
- To assist Community residents at risk of losing community housing or healthcare services due to economic hardships or poverty, the foundation will make cash grants on behalf of residents establishing their needs and meeting the strict eligibility requirements.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-5317208
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: TIM LAYTON | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2023 | $100,016 | $22 | $426,060 | XML |
| 990-N for 2022 Officer: Chris Wente | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Chris Wente | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Benjamin Thompson | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-5317208).
Questions about LIVING WELL FOUNDATION
- What is the EIN of LIVING WELL FOUNDATION?
- The employer identification number (EIN) of LIVING WELL FOUNDATION is 27-5317208.
- Is LIVING WELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LIVING WELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVING WELL FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LIVING WELL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVING WELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended December 31, 2024.
- Who is the principal officer of LIVING WELL FOUNDATION?
- The 990-N for 2024 names TIM LAYTON.
- Who are the officers and directors of LIVING WELL FOUNDATION?
- The 990-EZ for the year ended December 31, 2023 lists 6 people; 0 received compensation from the organization.
- How much revenue does LIVING WELL FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2023 it reported revenue of $100,016, expenses of $22 and total assets of $426,060 at year end.
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