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Summer Breeze Foundation is a private trust based in SARASOTA, FL. The foundation received its IRS ruling in 2019. The principal officer is Lyon Polk Morgan Stanley. It holds total assets of $11.2M. Annual income is reported at $10.5M. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2024. According to available records, Summer Breeze Foundation has made 12 grants totaling $1.3M, with a median grant of $163K. Annual giving has grown from $325K in 2021 to $531K in 2023. Individual grants have ranged from $11K to $431K, with an average award of $167K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Florida and North Carolina. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Summer Breeze Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in FL, NC.
Summer Breeze Foundation has distributed a total of $1.3M across 12 grants. The median grant size is $163K, with an average of $167K. Individual grants have ranged from $11K to $431K.
Summer Breeze Foundation typically selects its grantees rather than accepting unsolicited proposals.
Summer Breeze Foundation is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Richard L Wahl | TRUSTEE | $0 | $0 | N/A |
| Maria Wahl | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$11.2M
Fair Market Value
N/A
Net Worth
$11.2M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
12
Total Giving
$1.3M
Average Grant
$167K
Median Grant
$163K
Unique Recipients
4
Most Common Grant
$100K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Out Of Door AcademyCharitable Contribution | Sarasota, FL | $431K | 2023 |
| The V FoundationCHARITABLE CONTRIBUTION | Cary, NC | $100K | 2023 |
| Don'T Ever Give Up IncCharitable Contribution | Cary, NC | — | 2023 |
| Gulf Coast Community Foundation IncCharitable Contribution | Venice, FL | — | 2023 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL