Shady Rest Foundation Inc

Foundation · Grantmaker Fort Myers, FL EIN: 30-0274280

Shady Rest Foundation Inc is a private foundation focused on Health, based in Fort Myers, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 4 grants totaling $760K. Net investment income was $140K.

Key facts about Shady Rest Foundation Inc

In short: Shady Rest Foundation Inc gave $760K across 4 grants in 2025 (avg $190K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
30-0274280
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$760,309
Grants made (2025)
4
Average grant
$190,077
Median grant
$85,000
Total assets
$2,523,043
Primary geography
Florida (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-16.8% YoY

Annual Giving

$760K

-61.1% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$190K

-70.8% YoY

Under IRS private-foundation payout rules, Shady Rest Foundation Inc reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.

How Shady Rest Foundation Inc gives

  • Giving grew 44% from 2022 to 2025. Method
  • In 2025 it paid out 615% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2025 grant dollars.

States

Cities

Fort MyersSanibel

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M0 grants20190 grants20200 grants20213 grants20222 grants20233 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Fgcu Foundation: $579KFgcu Foundation$579KFlorida Southwestern State College: $100KFlorida Southwestern StateCollege$100KCharitable Foundation of the Islands Inc: $70KCharitable Foundation of theIslands Inc$70KThe Alvin a Dubin Center: $11KThe Alvin a Dubin Center$11K

Grant Size Distribution

12 grants across all recorded years

2<$50K2$50–100K4$100–250K1$250–500K1$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
FGCU FOUNDATION Fort Myers, FLSCHOLARSHIPS$579,309
FLORIDA SOUTHWESTERN STATE COLLEGE Fort Myers, FLSCHOLARSHIPS$100,000
CHARITABLE FOUNDATION OF THE ISLANDS INC Sanibel, FLCHARITABLE PROGRAMS$70,000
THE ALVIN A DUBIN CENTER Fort Myers, FLCHARITABLE PROGRAMS AND FUNDRAISER SPONSORSHIP$11,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M2019202020212022202320242025
Metric202520242023
Total Assets$2,523,043$3,034,175$4,410,681
Revenue$152,881$239,296$475,065
Expenses$793,820$1,992,336$3,069,986
Qualifying Distributions$768,582$1,962,745$3,021,619
Net Investment Income$140,127$224,290$199,349
Distributable Amount$124,878$156,523$295,069

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Shady Rest Foundation Inc is led by Robert L. Murray, President & Chair since 2021 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert L. Murray

    President & Chair

    Chair → President & Chair, 2021

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Arie J. Vanduijn

    Secretary

    Director → Secretary, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jo Stecher

    Vice Chair

    Director → Vice Chair, 2020

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Sheila Carlson

    Treasurer

    On filings since 2019

    2 hrs/week

    No compensation reported

Former officers (4)
  • Former: Sandra L. Wharton (2019–2021) — Secretary
  • Former: James Tamblyn (2019–2020) — Former Chair
  • Former: Robert C. McCurdy (2019–2020) — Former Vice Chair
  • Former: Weston R. Edwards (2019–2020) — President & CEO

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.

Frequently asked questions about Shady Rest Foundation Inc

How much does Shady Rest Foundation Inc give each year?

Shady Rest Foundation Inc gave $760K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 3 grants.

What is Shady Rest Foundation Inc's typical grant size?

Shady Rest Foundation Inc's median grant in 2025 was $85,000, and its average grant was $190,077, across 4 grants on its 2025 IRS Form 990-PF.

Where does Shady Rest Foundation Inc give grants?

Shady Rest Foundation Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Myers, FL (3 grants).

Does Shady Rest Foundation Inc give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Shady Rest Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.

How large is Shady Rest Foundation Inc?

Shady Rest Foundation Inc reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $769K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets).

What is Shady Rest Foundation Inc?

Shady Rest Foundation Inc is a private foundation focused on Health, based in Fort Myers, FL. It holds $2.5M in total assets as of 2025.

What is Shady Rest Foundation Inc's EIN?

Shady Rest Foundation Inc's EIN (Employer Identification Number) is 30-0274280. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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