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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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