Live Well Foundation of South Lake Inc
Live Well Foundation of South Lake Inc is a private foundation based in Clermont, Florida. It makes grants for sustainable initiatives intended to enhance the health and wellness of the South Lake community.
Live Well Foundation of South Lake Inc at a glance
In short: Live Well Foundation of South Lake Inc gave $6.5M across 28 grants in 2025 (avg $233K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,535,325
- +6.3% vs 2024
- Grants made (2025)
- 28
- +133.3% vs 2024
- Average grant
- $233,404
- -54.5% vs 2024
- Median grant
- $6,000
- Total assets
- $129,526,434
- +9.3% vs 2024
- Primary geography
- Florida (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Live Well Foundation of South Lake Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. For grant opportunities it makes available, its website directs organizations to register in the grants portal and submit all required application materials by the stated deadline. The 2025 Transformation cycle required a letter of intent, with only applicants whose letters were accepted invited to complete a full application.
- Review Cycle
- The listed Mental Health grant deadline is November 30, 2026.
- Deadline
- The listed Mental Health grant deadline is November 30, 2026.
- Next open deadline
- November 30, 2026 (Mental Health Grant (All Ages))
- Contact
Mailing address: 1935 Don Wickham Dr, Clermont, FL 34711
Phone: (352) 536-8845
Website: https://lwfsl.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Live Well Foundation of South Lake Inc
Who Live Well Foundation of South Lake Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Orlando Health South Lake Hospital ($5.0M). Together the top 10 received $6.5M.
Grant Size Distribution
69 grants across all recorded years
The most common grant size was under $50K: 27 grants of 69 (39%).
Geographic Focus
Where this funder awards grants
The foundation’s stated mission concerns the South Lake community, and its grant materials identify South Lake County as the service area. In filing year 2025, 98% of grant dollars went to recipients in Florida and 2% to recipients in Michigan.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
Cities
How Live Well Foundation of South Lake Inc gives
- 25% of 2025 grantees were also funded in 2024. Method
- Giving fell 54% from 2022 to 2025. Method
- In 2025 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $39K (2020) to $44.9M (2023). In 2025 it made 28 grants totaling $6.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orlando Health South Lake Hospital Clermont, FL | South lake hospital cardiovascular support and expansion in south Lake county | $5,000,000 |
| City of Groveland Groveland, FL | External connection space support of meet us in the middle plaza and tiered exercise space | $400,000 |
| Episcopal Children's Services Jacksonville, FL | Wellness for Young Children and Their Families | $263,750 |
| American Heart Association Central Florida Sanford, FL | Cpr classes, services to improving the cardiac chain of survival across south lake | $250,000 |
| Easter Seals for Health Navigation Program Auburn Hills, MI | Health Navigator Program Expansion in South Lake County | $130,000 |
| Building Blocks Ministries Inc Minneola, FL | Project to expand wellness and socialization spaces for adults with developmental disabilities | $125,000 |
| Community Health Centers Inc Winter Garden, FL | Dentist and dental service expansion into four corners area of south Lake county fl | $100,000 |
| Special Olympics Florida Inc Clermont, FL | Promoting physical fitness and medical screenings for children and adults with intellectual disabilities in south Lake county fl. | $100,000 |
| Greater Clermont Cancer Foundation Minneola, FL | Cancer patients receive assistance, support, and comfort in south Lake county, Florida. | $45,000 |
| Orlando Health Foundation Inc Orlando, FL | To improve the health and quality of life of the individuals and communities we serve. | $42,350 |
Ready to take the next step with Live Well Foundation of South Lake Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $129,526,434 | $5,885,089 | $2,371,379 | $6,535,325 | 28 | $6,808,007 | $5,424,550 | $5,426,532 |
| 2024 | $118,488,193 | $15,393,989 | $7,284,524 | $6,150,143 | 12 | — | $8,393,989 | — |
| 2023 | $131,515,571 | $2,751,591 | $45,692,382 | $44,869,968 | 10 | — | $2,751,591 | — |
| 2022 | $135,048,092 | $3,677,322 | $14,844,825 | $14,110,170 | 6 | — | $3,667,322 | — |
| 2021 | $165,195,594 | $16,473,467 | $7,639,199 | $7,034,474 | 13 | — | $16,470,967 | — |
| 2020 | $152,027,159 | $569,187 | $735,230 | $38,700 | 1 | — | $569,187 | — |
| 2019 | $135,227,347 | $129,240,879 | $291,999 | — | — | — | $1,237,321 | — |
Under IRS private-foundation payout rules, Live Well Foundation of South Lake Inc reported a distributable amount of $5.4M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filing states its mission is “to inspire, through grant-making, sustainable initiatives that enhance the health and wellness of the South Lake community.” Its 2025 filing also describes direct charitable activity as improving health and wellness to support a better quality of life for the South Lake community.
Its 2025 grants included hospital and cardiovascular support, CPR training, dental services, health navigation, cancer-patient assistance, and wellness and socialization spaces for adults with developmental disabilities. Grantees’ own mission statements illustrate the range of organizations supported: Episcopal Children’s Services says it provides early-childhood education and holistic family support; Community Health Centers says it provides primary healthcare to Central Florida communities; and Special Olympics Florida says it provides sports training, health services, and leadership opportunities to people with intellectual disabilities.
Grantmaking
In filing year 2025, the foundation reported 28 grants totaling $6,535,325. Grant amounts ranged from $500 to $5 million, with a median of $6,000. Its largest reported grants included $5 million to Orlando Health South Lake Hospital for cardiovascular support and expansion in South Lake County; $400,000 to the City of Groveland for a plaza and exercise space; and $263,750 to Episcopal Children’s Services for wellness for young children and their families. Other substantial awards included $250,000 to the American Heart Association Central Florida for CPR classes and cardiac-chain-of-survival services, and $130,000 to Easter Seals for expansion of a health navigator program in South Lake County.
The filing says the foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Its website describes grant cycles that require organizations to register in the grants portal and submit complete materials by the applicable deadline. The 2025 Transformation cycle required a letter of intent before a full application. The website’s 2026 Nutrition and Healthy Eating request for proposals called for a completed organizational profile and application; its May 15, 2026 deadline has passed.
The listed Nutrition and Healthy Eating, Mortality & Life Expectancy, and Mental Health grant opportunities specify South Lake County nonprofits as eligible. The Nutrition deadline of April 30, 2026, and Mortality & Life Expectancy deadline of August 31, 2026, have passed. The Mental Health grant is listed as opening September 23, 2026, with a November 30, 2026 deadline.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on the 2025 filing were Linda Smith, Vice Chair; Donna Kirtland, Executive Director; Rodney Drawdy, Board Chair; Rob Berens, Investment/Finance Committee Chair; Nancy Cummings, Director; Jeff Duke, Governance Committee Chair; Shannon Elswick, Director; Lushantha Gunasekera, Director; JoAnn Jones, Director; and Susan McLean, Grant Committee Chair.
Live Well Foundation of South Lake Inc is led by Donna Kirtland, Executive Director on every filing since 2019; 1 of 13 officers listed in 2025 is compensated.
Officers on the 2025 filing
Donna Kirtland
Executive Director
On filings since 2019
62 hrs/week
$81K (2019) → $145K (2025)
Jeff Duke
Governance Committee Chair
Director & Governance Chair → Director, 2022
Director → Governance Committee Chair, 2025
On filings since 2019
1.2 hrs/week
No compensation reported
Rob Berens
Invst & Finance Committee Chair
Director & Finance Chair → Director, 2022
Director → Invst & Finance Committee Chair, 2025
On filings since 2019
0.6 hrs/week
No compensation reported
Rodney Drawdy
Board Chair
Treasurer → Chairman, 2022
Chairman → Board Chair, 2024
On filings since 2019
1.5 hrs/week
No compensation reported
Susan McLean
Grant Committee Chair
Director → Grant Committee Chair, 2025
On filings since 2019
1.5 hrs/week
No compensation reported
Jimmy Nussbaumer
Director
On filings since 2019
0.7 hrs/week
No compensation reported
JoAnn Jones
Director
On filings since 2019
1.3 hrs/week
No compensation reported
Shannon Elswick
Director
On filings since 2019
0.7 hrs/week
No compensation reported
Lushantha Gunasekera
Director
On filings since 2020
1 hr/week
No compensation reported
Jose Rubio
Director
On filings since 2024
1 hr/week
No compensation reported
Nancy Cummings
Director
On filings since 2024
1.5 hrs/week
No compensation reported
Paul Rountree
Director
On filings since 2024
0.6 hrs/week
No compensation reported
Linda Smith
Vice Chair
Vice President → Vice Chairman, 2022
Vice Chairman → Vice Chair, 2024
On filings since 2019
1.5 hrs/week
No compensation reported
Former officers (6)
- Former: Chief Chuck Broadway (2019–2023) — Director
- Former: James Nussbaumer (2020–2023) — Director
- Former: Jim Hamilton (2019–2021) — Director & Investment Chair
- Former: Kasey Kesselring (2019–2021) — President
- Former: Lushantha Gunaseke (2019) — Director
- Former: Toni Specht (2019) — Secretary
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $145K, to Donna Kirtland (Executive Director).
Frequently asked questions about Live Well Foundation of South Lake Inc
How much does Live Well Foundation of South Lake Inc give each year?
Live Well Foundation of South Lake Inc gave $6.5M across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6.2M across 12 grants.
What is Live Well Foundation of South Lake Inc's typical grant size?
Live Well Foundation of South Lake Inc's median grant in 2025 was $6,000, and its average grant was $233,404, across 28 grants on its 2025 IRS Form 990-PF.
Where does Live Well Foundation of South Lake Inc give grants?
Live Well Foundation of South Lake Inc gives mostly in Florida: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Clermont, FL (10 grants), Orlando, FL (3 grants), Groveland, FL (2 grants) and Sanford, FL (2 grants).
Does Live Well Foundation of South Lake Inc give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Live Well Foundation of South Lake Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are Live Well Foundation of South Lake Inc's largest grantees?
Live Well Foundation of South Lake Inc's largest 2025 grantees include Orlando Health South Lake Hospital ($5,000,000), City of Groveland ($400,000) and Episcopal Children's Services ($263,750), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.
How large is Live Well Foundation of South Lake Inc?
Live Well Foundation of South Lake Inc reported $129.5M in total assets on its 2025 IRS Form 990-PF. It paid out $6.8M in qualifying distributions that year, against a required minimum of $5.4M (roughly 5% of its investment assets).
What does Live Well Foundation of South Lake Inc fund?
The foundation’s filing states its mission is “to inspire, through grant-making, sustainable initiatives that enhance the health and wellness of the South Lake community.” See mission & focus areas ↑
How do I apply for a grant from Live Well Foundation of South Lake Inc?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Live Well Foundation of South Lake Inc's EIN?
Live Well Foundation of South Lake Inc's EIN (Employer Identification Number) is 83-2073135. IRS Form 990 filing data is available on this page for 2019–2025.
Does Live Well Foundation of South Lake Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 19, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS June 5, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 22, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Live Well Foundation of South Lake Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Central Florida Foundation
Orlando, FL
Central Florida Foundation supports nonprofit operations, social-impact initiatives, scholarships, and grassroots capacity-building across Central Florida, with focus areas including economic stability, healthcare, livability, education, and social connection. Its 2025 grants ranged from $5,000 to $331,743, with a median of $10,250; some application-based opportunities are available, while Community Investment Grants are by invitation only.
Assets
$104.2M
Grants
154
Total Given
$4.0M
Orlando Health Inc
Orlando, FL
Orlando Health funds community health and wellness initiatives, as well as sponsorships and program support addressing quality of life, health and safety, or economic prosperity. Its 2025 grants ranged from $5,150 to $3,048,111, with a median of $25,000; giving is concentrated in Florida, particularly Central Florida and Pinellas County, with stated investment in Florida and Alabama communities. Community grant applicants must first submit an expression of interest, and sponsorship requests are submitted online; the profile does not state whether unsolicited requests are accepted.
Assets
$11.1B
Grants
104
Total Given
$10.0M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Adventist Health SystemSunbelt Inc
Altamonte Springs, FL
Adventist Health SystemSunbelt supports health care and community needs including housing, education, and human services, with most 2024 grants going to Florida organizations and a small share to Georgia. Its 142 grants ranged from $5,500 to $11.4 million, with a median of $20,000; AdventHealth’s Central Florida Community Impact Grant program uses a competitive application process, but the profile does not state whether other unsolicited requests are accepted.
Assets
$14.1B
Grants
142
Total Given
$36.7M
Acahand Foundation
Wilmington, DE
Acahand Foundation funds education and learning, health and welfare, and community-change programs, including youth, agriculture, economic development, and scholarships. Its 2024 grants had a median of $3,934, though awards ranged from $83 to $850,000; it focuses primarily on the Inter-mountain West and on Papua New Guinea and Fiji. It does not accept unsolicited requests and awards grants by invitation only.
Assets
$78.7M
Grants
132
Total Given
$3.1M
More similar funders
More Funders in Florida
Cite this profile
Grantable. (2026). Live Well Foundation of South Lake Inc funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/live-well-foundation-of-south-lake-inc-morg_981eb9303f71498aab93be7b65bfb2f2
BibTeX
@misc{grantable_832073135_2026,
author = {{Grantable}},
title = {{Live Well Foundation of South Lake Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/live-well-foundation-of-south-lake-inc-morg_981eb9303f71498aab93be7b65bfb2f2},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Live Well Foundation of South Lake Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Live Well Foundation of South Lake Inc down — hundreds of funders to go?