Suncoast West Foundation Tr
- Assets
- $2.1m
- Revenue
- $389.9k
- Investments
- $2.1m
- Employees
- 0
- Location
- Naples, FL
- Founding
- 06/1997
- Data as of
- 03/2022
- 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 03/2022, Suncoast West Foundation Tr generated $389.9k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 22.6% each year . All expenses for the organization totaled $296.2k during the year ending 03/2022. While expenses have increased by 19.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Suncoast West Foundation Tr has awarded 111 individual grants totaling $531,275. 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
2022
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
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
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 | $88,258 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $301,643 |
| Capital Gain Net Income | $301,643 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $389,901 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,101 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,701 |
| Contributions, gifts, grants paid | $292,525 |
| Total expenses and disbursements | $296,226 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| 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 | $611,101 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,103,887 |
| 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 $292,525 in support to 56 organizations.
| Grant Recipient | Amount |
|---|---|
ST JOHN NEUMANN HIGH SCHOOL PURPOSE: GENERAL | $50,000 |
ST ANN CATHOLIC SCHOOL PURPOSE: GENERAL | $36,000 |
Naples, FL PURPOSE: GENERAL | $26,500 |
Ave Maria, FL PURPOSE: GENERAL | $25,000 |
Naples, FL PURPOSE: GENERAL | $10,500 |
CORPUS CHRISTI SCHOOL PURPOSE: GENERAL | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Murray & Sydell Rosenberg Foundation Inc Atlanta, GA | $5,561,714 | $74,985,544 |
Joseph B Whitehead Foundation Atlanta, GA | $148,285,590 | $58,163,845 |
Emergency Assistance Foundation Inc West Palm Beach, FL | $75,784,415 | $87,494,207 |
Winshape Foundation Inc Atlanta, GA | $1,733,664,901 | $22,099,572 |
A Good Name Foundation Inc Atlanta, GA | $709,299,721 | $33,917,740 |
Jane Woodruff Foundation Inc Atlanta, GA | $0 | $54,999,988 |
Truist Foundation Inc Orlando, FL | $535,253,915 | $119,578,224 |
Ups Foundation Inc Atlanta, GA | $8,317,427 | $54,799,163 |
Leslie L Alexander Foundation Delray Beach, FL | $372,501,228 | $8,282,313 |
Publix Super Markets Charities Inc Lakeland, FL | $259,322,738 | $58,315,085 |
O Wayne Rollins Foundation Atlanta, GA | $468,654,801 | $21,609,282 |
Goizueta Foundation Inc Atlanta, GA | $444,757,286 | $34,966,270 |