Sun City West Foundation
THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.4M
+6.1% YoY
Revenue
$953K
-7.5% YoY
Net Investment Income
$207K
-38.0% YoY
Expenses
$757K
+7.8% YoY
About Sun City West Foundation
Based on IRS filings
Sun City West Foundation is a nonprofit organization, based in SUN CITY WEST, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.4M in total assets. Net investment income was $207K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,419,247 | $3,221,599 | $2,892,819 |
| Revenue | $952,814 | $1,030,474 | $892,869 |
| Expenses | $756,857 | $701,914 | $671,852 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $206,557 | $333,198 | $150,781 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA ROWAN | Executive Direc | 40 | $82,727 |
| JAY ANDERKIN | Director | — | — |
| TERRY HAMMAN | Vice President | — | — |
| MARK HOCHSTATTER | Treasurer | — | — |
| DICK LIVENGOOD | Past President | — | — |
| ROBERT WILSON | President | — | — |
| KAREN BATTAGLIA | Director | — | — |
| LAURIE DEEG | Director | 1 | — |
| ROSEMARY DOUGHERTY | Secretary | — | — |
| ALAN SCHLEMMER | Director | — | — |
| GARY BOSAK | Director | — | — |
| SHEILA WATSON | Director | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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