Nonprofit · EIN 83-2073135
LIVE WELL FOUNDATION OF SOUTH LAKE
Tax-exempt · CLERMONT, FL 34711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,885,089 | $2,371,379 | $3,513,710 | $129,526,434 | $176,111 | $129,350,323 |
| December 31, 2024 | 990 | $15,393,989 | $7,284,524 | $8,109,465 | $118,488,193 | $4,954,824 | $113,533,369 |
| December 31, 2023 | 990 | $2,751,591 | $45,692,382 | -$42,940,791 | $131,515,571 | $31,354,670 | $100,160,901 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,073,099
- Interest
- $23,295
- Net gain from sales of assets
- $3,788,695
Expenses
- Grants and similar amounts paid
- $1,527,851
- Compensation of officers, directors and key employees
- $145,080
- Salaries, compensation and benefits (total)
- $32,243
- Disbursements for charitable purposes
- $6,808,007
- Excise tax on investment income
- $75,401
Balance sheet and other
- Total assets, start of year
- $118,488,193
- Total assets, end of year
- $129,526,434
- Total liabilities, end of year
- $176,111
- Net assets, end of year
- $129,350,323
- Fair market value of assets
- $129,526,434
- Qualifying distributions
- $6,808,007
- Net investment income
- $5,885,089
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KIRTLAND 1935 DON WICKHAM DR, CLERMONT, FL 34711 | EXECUTIVE DIRECTOR | 62 | $145,080 |
| LINDA SMITH 1935 DON WICKHAM DR, CLERMONT, FL 34711 | VICE Chair | 1.5 | $0 |
| Rodney Drawdy 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Board Chair | 1.5 | $0 |
| Rob Berens 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Invst/Finance Committee Chair | 0.6 | $0 |
| Nancy Cummings 1935 DON WICKHAM DR, CLERMONT, FL 34711 | DIRECTOR | 1.5 | $0 |
| Jeff Duke 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Governance Committee Chair | 1.2 | $0 |
| Shannon Elswick 1935 DON WICKHAM DR, CLERMONT, FL 34711 | DIRECTOR | 0.65 | $0 |
| Lushantha Gunasekera 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Director | 1 | $0 |
| JoAnn Jones 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Director | 1.25 | $0 |
| Susan McLean 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Grant Committee Chair | 1.5 | $0 |
| Jimmy Nussbaumer 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Director | 0.65 | $0 |
| Paul Rountree 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Director | 0.6 | $0 |
| Jose Rubio 1935 DON WICKHAM DR, CLERMONT, FL 34711 | Director | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KIRTLAND | EXECUTIVE DIRECTOR Officer | 60 | $138,818 |
| LINDA SMITH | VICE Chair Trustee or director, Officer | 1.5 | $0 |
| Rodney Drawdy | Board Chair Trustee or director, Officer | 2 | $0 |
| Rob Berens | DIRECTOR Trustee or director | 1.5 | $0 |
| Nancy Cummings | DIRECTOR Trustee or director | 1 | $0 |
| Jeff Duke | DIRECTOR Trustee or director | 1.5 | $0 |
| Shannon Elswick | DIRECTOR Trustee or director | 1 | $0 |
| Lushantha Gunasekera | Director Trustee or director | 1 | $0 |
| JoAnn Jones | Director Trustee or director | 1 | $0 |
| Susan McLean | DIRECTOR Trustee or director | 1.5 | $0 |
| Jimmy Nussbaumer | Director Trustee or director | 1 | $0 |
| Paul Rountree | Director Trustee or director | 1 | $0 |
| Jose Rubio | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA KIRTLAND | EXECUTIVE DIRECTOR Officer | 40 | $128,750 |
| ROB BERENS | Director Trustee or director | 0.6 | $0 |
| CHIEF CHUCK BROADWAY | DIRECTOR Trustee or director | 0.6 | $0 |
| RODNEY DRAWDY | Chairman Trustee or director, Officer | 2.8 | $0 |
| DR JEFF DUKE | DIRECTOR Trustee or director | 0.6 | $0 |
| SHANNON ELSWICK | DIRECTOR Trustee or director | 0.6 | $0 |
| DR Lushantha Gunasekera | Director Trustee or director | 0.6 | $0 |
| JoAnn Jones | DIRECTOR Trustee or director | 0.6 | $0 |
| SUSAN MCLEAN | DIRECTOR Trustee or director | 0.6 | $0 |
| JAMES NUSSBAUMER | DIRECTOR Trustee or director | 0.6 | $0 |
| LINDA SMITH | VICE Chairman Trustee or director, Officer | 1.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1935 DON WICKHAM DR, CLERMONT, FL 34711-1915
- In care of
- % DONNA KIRTLAND
- Mailing address (990-N for 2018)
- 801 NORTH ORANGE AVENUE STE 800, ORLANDO FL 32801
- Principal officer (990-N for 2018)
- KASEY KESSELRING, 801 NORTH ORANGE AVENUE STE 800, ORLANDO FL 32801
- Signed the 990-PF
- Donna Kirtland, EXECUTIVE DIRECTOR
- Phone
- (352) 536-8845
- Website
- www.lwfsl.com
- Return prepared by
- WITHUMSMITHBROWNPC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2073135
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $129,526,434
- Income (IRS master file)
- $24,520,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,885,089 | $2,371,379 | $129,526,434 | XML |
| 990 | December 2024 | $15,393,989 | $7,284,524 | $118,488,193 | IRS |
| 990 | December 2023 | $2,751,591 | $45,692,382 | $131,515,571 | XML |
| 990 | December 2022 | $3,677,322 | $14,844,825 | $135,048,092 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-N for 2018 Officer: KASEY KESSELRING | December 31, 2018 | ≤ $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 83-2073135).
Questions about LIVE WELL FOUNDATION OF SOUTH LAKE
- What is the EIN of LIVE WELL FOUNDATION OF SOUTH LAKE?
- The employer identification number (EIN) of LIVE WELL FOUNDATION OF SOUTH LAKE is 83-2073135.
- Is LIVE WELL FOUNDATION OF SOUTH LAKE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LIVE WELL FOUNDATION OF SOUTH LAKE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIVE WELL FOUNDATION OF SOUTH LAKE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIVE WELL FOUNDATION OF SOUTH LAKE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVE WELL FOUNDATION OF SOUTH LAKE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of LIVE WELL FOUNDATION OF SOUTH LAKE?
- The 990-N for 2018 names KASEY KESSELRING.
- Who are the officers and directors of LIVE WELL FOUNDATION OF SOUTH LAKE?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $145,080 (DONNA KIRTLAND, EXECUTIVE DIRECTOR).
- How much revenue does LIVE WELL FOUNDATION OF SOUTH LAKE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,885,089, expenses of $2,371,379 and total assets of $129,526,434 at year end.
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