Sunshine Natural Wellbeing Foundation
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
2
+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
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.
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 | $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
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.
Explore Open Grants
Browse active grant opportunities in Sunshine Natural Wellbeing 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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