Summer Breeze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.2M in total assets. In 2024, it awarded 5 grants totaling $334K. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.2M
+7.9% YoY
Annual Giving
$334K
-37.1% YoY
Grant Count
5
+150.0% YoY
Avg Grant Size
$67K
-74.9% YoY
Under IRS private-foundation payout rules, Summer Breeze Foundation reported a distributable amount of $364K for 2024 — the minimum it must pay out in qualifying distributions.
About Summer Breeze Foundation
Based on IRS filings
Summer Breeze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.2M in total assets. In 2024, it awarded 5 grants totaling $334K. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,189,885 | $10,368,601 | $9,693,089 |
| Revenue | $1,470,422 | $439,562 | $92,384 |
| Expenses | $392,869 | $599,811 | $325,830 |
| Qualifying Distributions | $337,454 | $530,664 | $239,641 |
| Net Investment Income | $1,415,007 | $372,841 | $160,486 |
| Distributable Amount | $363,899 | $490,672 | $503,069 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include V Foundation ($100,000), Saint Patrick Catholic School ($100,000), Camp Veritas ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| V FOUNDATION CARY, NC | PHILANTHROPIC GIVING | $100,000 |
| OUT OF DOOR ACADEMY SARASOTA, FL | PHILANTHROPIC GIVING | $33,610 |
| SAINT PATRICK CATHOLIC SCHOOL NORFOLK, VA | PHILANTHROPIC GIVING | $100,000 |
| CAMP VERITAS DANBURY, CT | PHILANTHROPIC GIVING | $50,000 |
| LMBM CHAGRIN FALLS, OH | PHILANTHROPIC GIVING | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD L WAHL | TRUSTEE | — | — |
| MARIA WAHL | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Summer Breeze Foundation?
Summer Breeze Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $11.2M in total assets as of 2024.
How large is Summer Breeze Foundation?
As of 2024, Summer Breeze Foundation holds $11.2M in total assets with $1.5M in annual revenue. It awarded 5 grants totaling $334K in 2024.
Where does Summer Breeze Foundation operate?
Summer Breeze Foundation has awarded grants in Connecticut, Florida, North Carolina, Ohio, Virginia.
What size grants does Summer Breeze Foundation award?
In 2024, Summer Breeze Foundation awarded 5 grants totaling $334K — an average of about $67K per grant, based on its IRS Form 990 filings.
How much is Summer Breeze Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Summer Breeze Foundation reported a distributable amount of $364K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Summer Breeze Foundation's EIN?
Summer Breeze Foundation's EIN (Employer Identification Number) is 83-2748016. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Summer Breeze Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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