Shady Rest Foundation Inc

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.

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.

About Shady Rest Foundation Inc

Based on IRS filings

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.

Focus Areas

Ready to take the next step with Shady Rest Foundation Inc?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Fort MyersSanibel

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$10M$13M2019202020212022202320242025
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

Giving Over Time

Total grant dollars and number of grants per year

$0$753K$2M$2M$3M0 grants20190 grants20200 grants20213 grants20222 grants20233 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

FGCU FOUNDATION$579KFLORIDA SOUTHWESTERN STA…$100KCHARITABLE FOUNDATION OF…$70KTHE 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

Among its reported 2025 grants, the largest include Fgcu Foundation ($579,309), Florida Southwestern State College ($100,000), Charitable Foundation of the Islands Inc ($70,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
ROBERT L MURRAYPRESIDENT & CHAIR2
SHEILA CARLSONTREASURER2
ARIE J VANDUIJNSECRETARY1
JO STECHERVICE CHAIR2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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.

How large is Shady Rest Foundation Inc?

As of 2025, Shady Rest Foundation Inc holds $2.5M in total assets with $153K in annual revenue. It awarded 4 grants totaling $760K in 2025.

Where does Shady Rest Foundation Inc operate?

Shady Rest Foundation Inc has awarded grants in Florida.

What size grants does Shady Rest Foundation Inc award?

In 2025, Shady Rest Foundation Inc awarded 4 grants totaling $760K — an average of about $190K per grant, based on its IRS Form 990 filings.

How much is Shady Rest Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Shady Rest Foundation Inc reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

Explore Open Grants

Browse active grant opportunities in Shady Rest Foundation Inc's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

What could you do with Shady Rest Foundation Inc on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Shady Rest Foundation Inc to a real strategy.

Plan your approach