Summer Breeze Foundation

SARASOTA, FL EIN: 83-2748016

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BradentonCaryChagrin FallsDanburyMiltonNaplesNorfolkSarasotaVenice

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$404K$809K$1M$2M20202021202220232024
Metric202420232022
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

$0$138K$275K$413K$550K5 grants20202 grants20212 grants20222 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

V FOUNDATION$100KSAINT PATRICK CATHOLIC S…$100KCAMP VERITAS$50KLMBM$50KOUT OF DOOR ACADEMY$34K

Grant Size Distribution

16 grants across all recorded years

2<$50K4$50–100K9$100–250K1$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
V FOUNDATION CARY, NCPHILANTHROPIC GIVING$100,000
OUT OF DOOR ACADEMY SARASOTA, FLPHILANTHROPIC GIVING$33,610
SAINT PATRICK CATHOLIC SCHOOL NORFOLK, VAPHILANTHROPIC GIVING$100,000
CAMP VERITAS DANBURY, CTPHILANTHROPIC GIVING$50,000
LMBM CHAGRIN FALLS, OHPHILANTHROPIC GIVING$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD L WAHLTRUSTEE
MARIA WAHLTRUSTEE

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

Related Funders

Similar funders by location and focus area

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

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