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Suncoast West Foundation Tr EIN 65-6238431 Form 990 (PDF) Claim this org

Suncoast West Foundation Tr

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A private foundation based in Naples, FL. It reported about $100K in revenue for 2025. For fiscal year 2025 it reported $100K in revenue, $360K in expenses, and $1.6M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Naples, FL
Filings
5 on file (2021–2025)
Revenue
$100KFY2025
Expenses
$360K
Net assets
$1.6M
People
3
Filings
5
Updates
0
More identity details & actions ⌄
EIN  65-6238431 Private foundation / grantmaker Naples, FL
Form 990 (PDF)
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Size
<$100K
What they do
A private foundation based in Naples, FL. It reported about $100K in revenue for 2025.
Leadership
James Loonam · Trustee
Money in and out
$100K revenue, $360K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$100K
Pt VIII · Ln 12
Total expenses
$360K
Pt IX · Ln 25
Net assets
$1.6M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$260K
Total assets
1.6M
deployed as grants and operations
Grants paid
357K
in FY2025
Grants made
51grants
total in period
Payout rate
22%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 51 grants · $357K · 2025–2025
St John Neumann High SchoolFY2025$68,000
St Ann Catholic SchoolFY2025$36,000
Ave Maria University INCFL · FY2025$30,000
Ave Maria School of LawFL · FY2025$30,000
Mn Adult TeenFY2025$20,000
Corpus Christi SchoolFY2025$11,500
St Andrew Parish SchoolPA · FY2025$10,000
Naples Zoo INCFL · FY2025$10,000
Naples Botanical Garden INCFL · FY2025$10,000
Kcts(pbs)FY2025$9,000
KuowFY2025$9,000
UsfFY2025$8,000
St Marys College High SchoolFY2025$8,000
Verbum Dei High SchoolFY2025$8,000
Corpus Christi ChurchFY2025$6,000
Catholic Education FoundationFY2025$5,000
Cristo Rey De La SalleFY2025$5,000
Marymount High SchoolCA · FY2025$5,000
See all 51 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV19
Average grantPart XV$7K
Median grantPart XV$3K
Largest grantPart XV$68K
Top cause focusNTEEHuman Services (8%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$100K
FY2025▼ -57%
Expenses
$360K
FY2025▲ +21%
Total assets
$1.6M
FY2025▼ -14%
Total liabilities
$0
FY2025
Total revenue
$100K
Pt VIII · Ln 12
Total expenses
$360K
Pt IX · Ln 25
Net assets
$1.6M
Pt X · Ln 32
Total assetsPt II$1.6M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSuncoast West Foundation Tr
EINHdr · item D65-6238431
Principal addressHdr · item CNaples, FL
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20Z)
Ruling yearIRS BMFJun 1997

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Suncoast West Foundation Tr executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$100K
Total revenueLn 12$100K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.99 Operating & administrative $0.01
Grants & contributions paid99%$357K
Operating & administrative1%$3K
Total functional expensesLn 25$360K

Balance Sheet

Part X · end of year
CashLn 1$1
Total assetsLn 16$1.6M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.6M
Months of cash on handcomputed0.0

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $1.6M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $100K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $100K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $100K · Prior year $230K
-57%
Revenue CAGR
FY2020 $125K · FY2025 $100K
-4%
Net-asset trend (YoY)
End of year $1.6M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $100K · Expenses $360K
-262%
Liabilities-to-Assets
Total liabilities — · Total assets $1.6M
—
Net-asset ratio
Net assets $1.6M · Total assets $1.6M
100%
People & payroll
Highest Reported Total Compensation
Individual James Loonam · Reported title TRUSTEE · Highest reported compensation $0 · Total expenses $360K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -57%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$100K revenue · viewing · ⤓ 990 PDF
FY2024$230K revenue · ⤓ 990 PDF
FY2023$179K revenue · ⤓ 990 PDF
FY2022$390K revenue · ⤓ 990 PDF
FY2021$125K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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