Summer Breeze Foundation
Summer Breeze Foundation is a private foundation, 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.
Summer Breeze Foundation at a glance
In short: Summer Breeze Foundation gave $334K across 5 grants in 2024 (avg $67K), top state North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $333,610
- -37.1% vs 2023
- Grants made (2024)
- 5
- +150.0% vs 2023
- Average grant
- $66,722
- -74.9% vs 2023
- Median grant
- $50,000
- Total assets
- $11,189,885
- +7.9% vs 2023
- Primary geography
- North Carolina (30% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Summer Breeze Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was V Foundation ($100K). Together the top 5 received $334K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was in the $100–250K range: 9 grants of 16 (56%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Summer Breeze Foundation gives
- Giving held roughly steady from 2021 to 2024 (+2%). Method
- In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $240K (2022) to $550K (2020). In 2024 it made 5 grants totaling $334K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| V Foundation Cary, NC | Philanthropic Giving | $100,000 |
| 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 |
| Out of Door Academy Sarasota, FL | Philanthropic Giving | $33,610 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $11,189,885 | $1,470,422 | $392,869 | $333,610 | 5 | $337,454 | $1,415,007 | $363,899 |
| 2023 | $10,368,601 | $439,562 | $599,811 | $530,664 | 2 | $530,664 | $372,841 | $490,672 |
| 2022 | $9,693,089 | $92,384 | $325,830 | $239,641 | 2 | $239,641 | $160,486 | $503,069 |
| 2021 | — | $561,544 | $405,711 | $325,475 | 2 | $325,475 | $481,334 | $560,310 |
| 2020 | $9,655,031 | $303,511 | $616,039 | $550,000 | 5 | — | $237,805 | $487,901 |
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.
Leadership & Key People
Officers and directors from IRS filings
Summer Breeze Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Maria Wahl
Trustee
On filings since 2020
No compensation reported
Richard L. Wahl
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Summer Breeze Foundation
How much does Summer Breeze Foundation give each year?
Summer Breeze Foundation gave $334K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $531K across 2 grants.
What is Summer Breeze Foundation's typical grant size?
Summer Breeze Foundation's median grant in 2024 was $50,000, and its average grant was $66,722, across 5 grants on its 2024 IRS Form 990-PF.
Where does Summer Breeze Foundation give grants?
Summer Breeze Foundation's top state is North Carolina, with 30% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Virginia (30%) and Connecticut (15%).
Does Summer Breeze Foundation give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Summer Breeze Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Philanthropic Giving" (5 grants).
Who are Summer Breeze Foundation's largest grantees?
Summer Breeze Foundation's largest 2024 grantees include V Foundation ($100,000), Saint Patrick Catholic School ($100,000) and Camp Veritas ($50,000), according to its 2024 IRS Form 990-PF. Together they received 75% of its itemized 2024 grant dollars.
How large is Summer Breeze Foundation?
Summer Breeze Foundation reported $11.2M in total assets on its 2024 IRS Form 990-PF. It paid out $337K in qualifying distributions that year, against a required minimum of $364K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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