Nonprofit · EIN 65-6220389
SUNSHINE NATURAL WELLBEING FOUNDATION
Tax-exempt · SARASOTA, FL 34242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,617,798 | $941,362 | $676,436 | $14,841,236 | $0 | $14,841,236 |
| June 30, 2024 | 990-PF | $1,279,787 | $896,787 | $383,000 | $14,216,029 | $0 | $14,216,029 |
| June 30, 2023 | 990-PF | $727,768 | $1,028,201 | -$300,433 | $13,688,885 | $0 | $13,688,885 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $50,000
- Dividends
- $373,407
- Net rental income
- -$901
- Net gain from sales of assets
- $1,133,952
- Other income
- $60,439
Expenses
- Grants and similar amounts paid
- $802,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $826,945
- Excise tax on investment income
- $20,737
Balance sheet and other
- Total assets, start of year
- $14,216,029
- Total assets, end of year
- $14,841,236
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,841,236
- Fair market value of assets
- $18,725,248
- Qualifying distributions
- $826,945
- Net investment income
- $1,567,798
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D CLARK SWALM JR 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | VP & TREASURER | 10 | $0 |
| NICOLE B SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | PRESIDENT & SECRETARY | 10 | $0 |
| JOE COX 9128 STRADA PLACE SUITE 10205, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| BRITTONY SWALM 11307 YORK RD 239, COCKEYVILLE, MD 21030 | TRUSTEE | 2 | $0 |
| SARINA SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D CLARK SWALM JR 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | VP & TREASURER | 10 | $0 |
| NICOLE B SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | PRESIDENT & SECRETARY | 10 | $0 |
| JOE COX 9128 STRADA PLACE SUITE 10205, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| BRITTONY SWALM 11307 YORK RD 239, COCKEYVILLE, MD 21030 | TRUSTEE | 2 | $0 |
| SARINA SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D CLARK SWALM JR 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | VP & TREASURER | 10 | $0 |
| NICOLE B SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | PRESIDENT & SECRETARY | 10 | $0 |
| JOE COX 9128 STRADA PLACE SUITE 10205, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| BRITTONY SWALM 11307 YORK RD 239, COCKEYVILLE, MD 21030 | TRUSTEE | 2 | $0 |
| SARINA SWALM 6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6547 MIDNIGHT PASS ROAD 19, SARASOTA, FL 34242-2506
- Signed the 990-PF
- D CLARK SWALM JR, VP & TREASURER
- Phone
- (941) 346-9678
- Return prepared by
- HILL BARTH & KING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6220389
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $14,841,236
- Income (IRS master file)
- $1,119,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,617,798 | $941,362 | $14,841,236 | IRS |
| 990-PF | June 2024 | $1,279,787 | $896,787 | $14,216,029 | XML |
| 990-PF | June 2023 | $727,768 | $1,028,201 | $13,688,885 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-6220389).
Questions about SUNSHINE NATURAL WELLBEING FOUNDATION
- What is the EIN of SUNSHINE NATURAL WELLBEING FOUNDATION?
- The employer identification number (EIN) of SUNSHINE NATURAL WELLBEING FOUNDATION is 65-6220389.
- Is SUNSHINE NATURAL WELLBEING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SUNSHINE NATURAL WELLBEING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUNSHINE NATURAL WELLBEING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUNSHINE NATURAL WELLBEING FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUNSHINE NATURAL WELLBEING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SUNSHINE NATURAL WELLBEING FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SUNSHINE NATURAL WELLBEING FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,617,798, expenses of $941,362 and total assets of $14,841,236 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations