Nonprofit · EIN 59-3649871
GIVEWELL COMMUNITY FOUNDATION INC
Tax-exempt · LAKELAND, FL 33803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $63,733,787 | $65,970,905 | -$2,237,118 | $669,862,803 | $68,998,625 | $600,864,178 |
| June 30, 2024 | 990 | $189,521,247 | $74,699,303 | $114,821,944 | $620,895,896 | $59,526,800 | $561,369,096 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $66,109,285
- Program service revenue
- $0
- Investment income
- $22,372,446
- Net gain from sales of assets
- $6,829,265
- Net income from fundraising events
- $111,098
- Other revenue
- -$24,747,944
Expenses
- Grants and similar amounts paid
- $63,833,472
- Compensation of officers, directors and key employees
- $313,488
- Other salaries and wages
- $405,307
- Salaries, compensation and benefits (total)
- $829,673
- Professional fundraising fees
- $0
- Legal fees
- $13,563
- Accounting fees
- $18,585
- Occupancy
- $30,755
- Travel
- $7,518
- Depreciation
- $19,438
- Program services (functional)
- $64,386,259
- Management and general (functional)
- $1,584,646
Balance sheet and other
- Total assets, start of year
- $620,895,896
- Total assets, end of year
- $669,862,803
- Total liabilities, end of year
- $68,998,625
- Net assets, end of year
- $600,864,178
- Land, buildings and equipment
- $716,662
- Publicly traded securities
- $607,367,269
- Net assets without donor restrictions
- $565,808,310
- Net assets with donor restrictions
- $35,055,868
- Gross receipts
- $196,212,298
- Employees
- 7
- Year formed
- 2000
- State of legal domicile
- FL
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE NESLUND | PRESIDENT/CE Officer | 40 | $196,547 |
| LORI MARTINI | VICE-PRESIDE Officer | 40 | $116,941 |
| DORENA GEARY | CFO Highest-paid employee | 40 | $105,342 |
| BARNEY BARNETT | DIRECTOR Trustee or director | 1 | $0 |
| WESLEY BARNETT | VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| ANN BARNHART | DIRECTOR Trustee or director | 1 | $0 |
| BO BOYTE | DIRECTOR Trustee or director | 1 | $0 |
| JACQUELINE BYRD | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINA CRISER-JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE DAVIS | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY ELMHORST | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JAY GRAY | PAST CHAIRMA Trustee or director, Officer | 1 | $0 |
| JACK HOLLIS | DIRECTOR Trustee or director | 1 | $0 |
| JACK HARRELL III | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN LABBE | DIRECTOR Trustee or director | 1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRINA LUNSFORD | DIRECTOR Trustee or director | 1 | $0 |
| DOUG MCPHERSON | TREASURER Trustee or director, Officer | 1 | $0 |
| JERRY MIXON | DIRECTOR Trustee or director | 1 | $0 |
| TOM OLDT | INVESTMENT C Trustee or director | 1 | $0 |
| JAMES PREVITE | AUDIT COMMIT Trustee or director | 1 | $0 |
| GARRETT ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON SAPP | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE SULTENFUSS SCHICHTEL | EX OFFICIO C Trustee or director | 1 | $0 |
| SANDY SHEETS | DIRECTOR Trustee or director | 1 | $0 |
| JILLIAN SPANGLER | DIRECTOR Trustee or director | 1 | $0 |
| JASON RODDA | SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE NESLUND | PRESIDENT/CE Officer | 40 | $153,532 |
| LORI MARTINI | VICE-PRESIDE Officer | 40 | $116,878 |
| BARNEY BARNETT | DIRECTOR Trustee or director | 1 | $0 |
| WESLEY BARNETT | TREASURER Trustee or director, Officer | 1 | $0 |
| ANN BARNHART | DIRECTOR Trustee or director | 1 | $0 |
| BO BOYTE | DIRECTOR Trustee or director | – | $0 |
| CHRISTINA CRISER-JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| BRUCE DAVIS | DIRECTOR Trustee or director | – | $0 |
| KIMBERLY ELMHORST | BOARD VICE C Trustee or director, Officer | 1 | $0 |
| ANNE FURR | SECRETARY Trustee or director, Officer | 1 | $0 |
| JAY GRAY | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| JACK HOLLIS | IMMEDIATE PA Trustee or director, Officer | 1 | $0 |
| JACK HARRELL III | DIRECTOR Trustee or director | 1 | $0 |
| ROGER INGLEY | AUDIT COMM C Trustee or director | 1 | $0 |
| KATRINA LUNSFORD | DIRECTOR Trustee or director | 1 | $0 |
| DOUG MCPHERSON | INVESTMENT C Trustee or director | 1 | $0 |
| TOM OLDT | DIRECTOR Trustee or director | 1 | $0 |
| JAMES PREVITE | DIRECTOR Trustee or director | 1 | $0 |
| GARRETT ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| JASON RODDA | DIRECTOR Trustee or director | – | $0 |
| SHANNON SAPP | DIRECTOR Trustee or director | 1 | $0 |
| SANDY SHEETS | DIRECTOR Trustee or director | – | $0 |
| JILLIAN SPANGLER | DIRECTOR Trustee or director | – | $0 |
| GEORGE TINSLEY SR | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS TREVINO | DIRECTOR Trustee or director | – | $0 |
| MARK TURNER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN ATTAWAY | COUNSEL Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1501 S FLORIDA AVE, LAKELAND, FL 33803-2258
- In care of
- % CATHERINE A NESLUND
- Principal officer (990 for 2024)
- CATHERINE NESLUND, 1501 S FLORIDA AVENUE, LAKELAND, FL 33803
- Signed the 990
- CATHERINE NESLUND, PRESIDENT/CEO
- Phone
- (863) 683-3131
- Website
- HTTP://WWW.GIVECF.ORG
- Return prepared by
- RAMOS & FLOYD CPAS PLLC
Mission
THE MISSION OF GIVEWELL COMMUNITY FOUNDATION IS TO CHAMPION CHARITABLE GIVING TO IMPROVE THE QUALITY OF LIFE IN THE AREAS WE SERVE, BOTH FOR NOW AND FOR FUTURE GENERATIONS.
Program accomplishments
- THE COMMUNITY FOUNDATIONS GOAL IS TO IMPROVE THE QUALITY OF LIFE IN ALL AREAS OF POLK, HARDEE, AND HIGHLANDS COUNTIES. IT DOES THIS BY SERVING THREE CONSTITUENCIES: 1) DONORS: FOR PEOPLE WHO LOVE THE COMMUNITY AND HAVE A DESIRE TO GIVE SOMETHING BACK TO THEIR COMMUNITY, THE FOUNDATION PROVIDES QUALIFIED COUNSEL, GUIDANCE AND STEWARDSHIP IN HELPING THEM MEET THEIR CHARITABLE GOALS; 2) LOCAL NON-PROFIT CHARITIES: THE FOUNDATION DISTRIBUTES MONIES IN ACCORDANCE WITH DONOR DESIRES. IN ADDITION, IT PROVIDES SUPPORT FOR SPECIFIC PROGRAMS AND OFFERS ASSISTANCE IN MANAGING INDIVIDUAL ENDOWMENT FUNDS; 3) THE COMMUNITY AT LARGE: THE FOUNDATION AND ITS BOARD SERVE AS A CATALYST WITH POLK, HARDEE,AND HIGHLANDS COUNTIES IN ADDRESSING THE NEEDS OF OUR COMMUNITY. THROUGH GRANT MAKING BY DONORS, THE FOUNDATION REACHES OUT TO A BROAD SPECTRUM INCLUDING THE ARTS, YOUTH, EDUCATION, HEALTH, SOCIAL SERVICES AND MORE.Expenses $64,386,259 · grants $63,833,472
- WE HELP DONORS AND CHARITABLE ORGANIZATIONS BUILD A BETTER COMMUNITY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3649871
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $669,862,803
- Income (IRS master file)
- $196,212,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $63,733,787 | $65,970,905 | $669,862,803 | XML |
| 990 | June 2024 | $189,521,247 | $74,699,303 | $620,895,896 | IRS |
| 990 | June 2023 | $43,152,741 | $57,755,202 | $445,107,820 | IRS |
| 990 | June 2022 | $231,457,010 | $34,740,274 | $419,262,531 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
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 59-3649871).
Questions about GIVEWELL COMMUNITY FOUNDATION INC
- What is the EIN of GIVEWELL COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of GIVEWELL COMMUNITY FOUNDATION INC is 59-3649871.
- Is GIVEWELL COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to GIVEWELL COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GIVEWELL COMMUNITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GIVEWELL COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GIVEWELL COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GIVEWELL COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names CATHERINE NESLUND.
- Who are the officers and directors of GIVEWELL COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 3 received compensation from the organization, the highest $196,547 (CATHERINE NESLUND, PRESIDENT/CE).
- How much revenue does GIVEWELL COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $63,733,787, expenses of $65,970,905 and total assets of $669,862,803 at year end.
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