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Nonprofit · EIN 65-6238431

SUNCOAST WEST FOUNDATION TR

Also known as MARGARET GEDDES

Tax-exempt · NAPLES, FL 34108

Financials

$100K$360K2025
Revenue Expenses · by fiscal year end
Financials of SUNCOAST WEST FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$99,508$359,965-$260,457$1,631,104$0$1,631,104
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$94,172
Net gain from sales of assets
$5,336

Expenses

Grants and similar amounts paid
$356,835
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$358,459
Excise tax on investment income
$1,362

Balance sheet and other

Total assets, start of year
$1,891,561
Total assets, end of year
$1,631,104
Total liabilities, end of year
$0
Net assets, end of year
$1,631,104
Fair market value of assets
$7,411,442
Qualifying distributions
$358,459
Net investment income
$99,508

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES LOONAM
100 GLENVIEW AVE PH7, NAPLES, FL 34109
TRUSTEE0$0
JOAN LOONAM
100 GLENVIEW AVE PH7, NAPLES, FL 34109
TRUSTEE0$0
MARGARET GEDDES
1016 WEST HOLME AVE, LOS ANGELES, CA 90024
TRUSTEE0$0

Address and contacts

Address (IRS master file)
100 GLENVIEW PL PH 7, NAPLES, FL 34108-3132
In care of
% MARGARET GEDDES
Signed the 990-PF
MARGARET GEDDES, TRUSTEE
Phone
(239) 434-5958
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-6238431
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,631,104
Income (IRS master file)
$99,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$178,804$165,209$1,958,638IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SUNCOAST WEST FOUNDATION TR

What is the EIN of SUNCOAST WEST FOUNDATION TR?
The employer identification number (EIN) of SUNCOAST WEST FOUNDATION TR is 65-6238431.
Is SUNCOAST WEST FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to SUNCOAST WEST FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUNCOAST WEST FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SUNCOAST WEST FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUNCOAST WEST FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SUNCOAST WEST FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SUNCOAST WEST FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $99,508, expenses of $359,965 and total assets of $1,631,104 at year end.

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