Search icon

COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. - Florida Company Profile

Company Details

Entity Name: COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 Jun 1995 (30 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 09 Sep 2003 (22 years ago)
Document Number: N95000003198
FEI/EIN Number 593343026

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2150 OAKLEY SEAVER DR, CLERMONT, FL, 34711
Mail Address: 2150 OAKLEY SEAVER DR, CLERMONT, FL, 34711
ZIP code: 34711
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2013 593343026 2014-08-22 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2012 593343026 2013-08-28 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2011 593343026 2013-10-16 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2011 593343026 2013-10-18 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2011 593343026 2013-08-28 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GREER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2010 593343026 2013-10-16 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711
Administrator’s telephone number 3523943818

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2010 593343026 2013-10-18 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711
Administrator’s telephone number 3523943818

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2010 593343026 2013-08-28 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711
Administrator’s telephone number 3523943818

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
COMMUNITY FOUNDATION OF SOUTH LAKE 403(B)PLAN 2009 593343026 2013-08-28 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-07-03
Business code 813000
Sponsor’s telephone number 3523943818
Plan sponsor’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711

Plan administrator’s name and address

Administrator’s EIN 593343026
Plan administrator’s name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC.
Plan administrator’s address 2150 OAKLEY SEAVER DRIVE, CLERMONT, FL, 34711
Administrator’s telephone number 3523943818

Signature of

Role Plan administrator
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-28
Name of individual signing BRUCE GEER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Michalski Laura Exec 2150 Oakley Seaver Dr., Clermont, FL, 34711
Simmonds Sandy Chairman 17500 Cobblestone Lane, Clermont, FL, 34711
Spartz MIchael Treasurer 11054 Crescent Bay Blvd, Clermont, FL, 34711
Hoisington Paula Vice Chairman 564 E. Desoto St., Clermont, FL, 34711
Sams Kim Secretary 13202 Hartle Rd, Clermont, FL, 34711
BOYETTE WADE Agent BOYETTE LAW OFFICES, CLERMONT, FL, 34711

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2009-01-14 2150 OAKLEY SEAVER DR, CLERMONT, FL 34711 -
CHANGE OF MAILING ADDRESS 2009-01-14 2150 OAKLEY SEAVER DR, CLERMONT, FL 34711 -
REGISTERED AGENT ADDRESS CHANGED 2009-01-14 BOYETTE LAW OFFICES, 1635 EAST HWY 50, CLERMONT, FL 34711 -
NAME CHANGE AMENDMENT 2003-09-09 COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY, INC. -
AMENDMENT AND NAME CHANGE 1998-11-06 SOUTH LAKE COUNTY COMMUNITY FOUNDATION, INC. -
REGISTERED AGENT NAME CHANGED 1998-06-03 BOYETTE, WADE -

Documents

Name Date
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-01-31
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-02-02
ANNUAL REPORT 2017-01-25
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-21

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-3343026 Corporation Unconditional Exemption 2150 OAKLEY SEAVER DR, CLERMONT, FL, 34711-1964 1996-04
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-09
Asset 10,000,000 to 49,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 18631354
Income Amount 1691329
Form 990 Revenue Amount 1689296
National Taxonomy of Exempt Entities Philanthropy, Voluntarism and Grantmaking Foundations: Community Foundations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY FOUNDATION OF SOUTH LAKE COUNTY INC
EIN 59-3343026
Tax Period 201609
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8062067210 2020-04-28 0491 PPP 2150 Oakley Seaver Dr.,, Clermont, FL, 34711-1964
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 49400
Loan Approval Amount (current) 49400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 342931
Servicing Lender Name Mainstreet Community Bank of Florida
Servicing Lender Address 204 S Woodland Blvd, DE LAND, FL, 32720-5414
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clermont, LAKE, FL, 34711-1964
Project Congressional District FL-11
Number of Employees 2
NAICS code 813211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 342931
Originating Lender Name Mainstreet Community Bank of Florida
Originating Lender Address DE LAND, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 49962.61
Forgiveness Paid Date 2021-06-15

Date of last update: 02 Mar 2025

Sources: Florida Department of State