Sunshine Natural Wellbeing Foundation

SARASOTA, FL EIN: 65-6220389

Sunshine Natural Wellbeing 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 $14.2M in total assets. In 2024, it awarded 2 grants totaling $750K. Net investment income was $1.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.2M

+3.9% YoY

Annual Giving

$750K

-9.6% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$375K

-54.8% YoY

Under IRS private-foundation payout rules, Sunshine Natural Wellbeing Foundation reported a distributable amount of $833K for 2024 — the minimum it must pay out in qualifying distributions.

About Sunshine Natural Wellbeing Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $1.9M (51%)

Florida $1.9M (49%)

States

Florida Maryland

Cities

BaltimoreCoconut CreekTavernier

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$14,216,029	$13,688,885	$13,989,318
Revenue	$1,279,787	$727,768	$2,332,867
Expenses	$896,787	$1,028,201	$958,586
Qualifying Distributions	$781,148	$853,495	$836,205
Net Investment Income	$1,156,090	$567,493	$2,179,657
Distributable Amount	$833,060	$773,659	$856,192

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Coral Restoration Foundation Inc ($459,900), Equine Assisted Therapies of South Florida ($290,100).

Recipient	Purpose	Amount
CORAL RESTORATION FOUNDATION INC TAVERNIER, FL	CONTRIBUTION	$459,900
EQUINE ASSISTED THERAPIES OF SOUTH FLORIDA COCONUT CREEK, FL	CONTRIBUTION	$290,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
D CLARK SWALM JR	VP & TREASURER	10	—
NICOLE B SWALM	PRESIDENT & SECRETARY	10	—
JOE COX	TRUSTEE	—	—
BRITTONY SWALM	TRUSTEE	2	—
SARINA SWALM	TRUSTEE	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Sunshine Natural Wellbeing Foundation?

Sunshine Natural Wellbeing Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $14.2M in total assets as of 2024.

How large is Sunshine Natural Wellbeing Foundation?

As of 2024, Sunshine Natural Wellbeing Foundation holds $14.2M in total assets with $1.3M in annual revenue. It awarded 2 grants totaling $750K in 2024.

Where does Sunshine Natural Wellbeing Foundation operate?

Sunshine Natural Wellbeing Foundation has awarded grants in Florida, Maryland.

What size grants does Sunshine Natural Wellbeing Foundation award?

In 2024, Sunshine Natural Wellbeing Foundation awarded 2 grants totaling $750K — an average of about $375K per grant, based on its IRS Form 990 filings.

How much is Sunshine Natural Wellbeing Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sunshine Natural Wellbeing Foundation reported a distributable amount of $833K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sunshine Natural Wellbeing Foundation's EIN?

Sunshine Natural Wellbeing Foundation's EIN (Employer Identification Number) is 65-6220389. IRS Form 990 filing data is available on this page for 2020–2024.