Suncoast West Foundation Tr
- Assets
- $2.0m
- Revenue
- $178.8k
- Investments
- $2.0m
- Employees
- 0
- Location
- Naples, FL
- Founding
- 06/1997
- Data as of
- 12/2023
- EIN
- 65-6238431
Organization Overview
Suncoast West Foundation Tr is located in Naples, FL. The organization was established in 1997. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Suncoast West Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Suncoast West Foundation Tr generated $178.8k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 9.4% each year. All expenses for the organization totaled $165.2k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Suncoast West Foundation Tr has awarded 161 individual grants totaling $690,875. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS
EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Loonam Trustee | 0 | $0 | |
Joan Loonam Trustee | 0 | $0 | |
Margaret Geddes Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $84,808 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $93,996 |
| Capital Gain Net Income | $93,996 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $178,804 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,009 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $5,609 |
| Contributions, gifts, grants paid | $159,600 |
| Total expenses and disbursements | $165,209 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $465,851 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,958,638 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Suncoast West Foundation Tr has awarded $159,600 in support to 50 organizations.
| Grant Recipient | Amount |
|---|---|
AVE MARIA UNIVERSITY PURPOSE: GENERAL CHARITABLE PURPOSES | $10,000 |
BASCOM PALMER EYE INSTITUTE PURPOSE: GENERAL CHARITABLE PURPOSES | $3,000 |
AVE MARIA SCHOOL OF LAW PURPOSE: GENERAL CHARITABLE PURPOSES | $7,500 |
CATHOLIC CHARITIES DIOCESE VENICE PURPOSE: GENERAL CHARITABLE PURPOSES | $4,000 |
BELLARMINE PREPARATORY CATHOLIC SCHOOL PURPOSE: GENERAL CHARITABLE PURPOSES | $2,000 |
CATHOLIC EDUCATION FOUNDATION PURPOSE: GENERAL CHARITABLE PURPOSES | $2,000 |