SUNDHEIM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUNDHEIM FAMILY FOUNDATION (EIN 83-1563495)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202441369349103169
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:05:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831563495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sundheim Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EY US LLP | InCareOfNm |
| Business Name Control | SUND | BusinessNameControlTxt |
| Phone | 2127733000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Sunny Cap Mgmt 9 W 57TH ST | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK HALPERN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2123909149 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | HALPERN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL FRIEDLANDER | PreparerPersonNm |
| PTIN | P01230257 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $141,426,381 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,721,517 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $834,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,024,192 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $834,788 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,688,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $967,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,047 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,047 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $220,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $220,184 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $42,595 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $265,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,962,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,962,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,228,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,964,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,460,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $746,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,114,424 | CashBOYAmt |
| Cash EOY | $2,498,256 | CashEOYAmt |
| Cash EOYFMV | $2,498,256 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,003,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,292,387 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,292,387 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $252,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $361,442 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $70,293,686 | OtherAssetsBOYAmt |
| Other Assets EOY | $74,247,687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $132,274,296 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $80,664,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,123,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,426,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $80,664,197 | CapitalStockBOYAmt |
| Capital Stock EOY | $83,123,072 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,664,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,123,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,664,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,123,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,664,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,460,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,684,670 | OtherIncreasesAmt |
| Subtotal | $84,809,728 | SubtotalAmt |
| Other Decreases | $1,686,656 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,123,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $1,024,192 | GrossSalesPriceAmt |
| Cost Or Other Basis | $189,404 | CostOrOtherBasisAmt |
| Gain Or Loss | $834,788 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $834,788 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $834,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,372 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,372 | SubtotalAmt |
| Tax Based On Investment Income | $10,372 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $605 | EsPenaltyAmt |
| Tax Due | $10,977 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EY US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL SUNDHEIM | ||||||||
| C/O Sunny Cap Mgmt 9 W 57TH ST | New York | NY | 10019 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| BRETT SUNDHEIM | ||||||||
| C/O Sunny Cap Mgmt 9 W 57TH ST | New York | NY | 10019 | SECRETARY | 1.0 | $0 | $0 | $0 |
| MARK HALPERN | ||||||||
| C/O Sunny Cap Mgmt 9 W 57TH ST | New York | NY | 10019 | TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sunny Capital Management LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 WEST 57TH STREET 36TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST MANAGEMENT | ServiceTypeTxt |
| Compensation | $220,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,702,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,776,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,808,266 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,808,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,097,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,711,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,885,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,885,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,372 | TotalTaxAmt |
| Distributable Before Adj | $6,875,185 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,875,185 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,875,185 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,964,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,964,222 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,875,185 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,715,786 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,964,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,715,786 | AppliedToYear1Amt |
| Applied To Current Year | $3,248,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,626,749 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL SUNDHEIM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHMENT | |||||||
| C/O SUNNY CAP MGMT 9 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $7,072,192 |
| SEE ATTACHMENT | |||||||
| C/O SUNNY CAP MGMT 9 W 57TH ST | New York | NY | 10019 | NONE | PC | General Purpose | $1,890,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,962,292 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,894 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $834,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $967,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $967,392 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DANIEL SUNDHEIM 2020 CLAT | |||||||
| 1 | C/O SUNNY CAP MGMT 9 W 57TH ST | NEW YORK | NY | 10019 | $4,732,992 | Yes (X) | |
| DANIEL SUNDHEIM | |||||||
| 2 | C/O SUNNY CAP MGMT 9 W 57TH ST | NEW YORK | NY | 10019 | $4,075,000 | Yes (X) | |
| Sunny Ventures LLC | |||||||
| 3 | 9 WEST 57TH STREET 36TH FL | NEW YORK | NY | 10019 | $1,913,525 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 3,477 SHS AFFIRM HOLDINGS INC | $52,572 | 2023-01-24 |
| 3 | 543 SHS MERCADOLIBRE INC TRANSFER | $706,313 | 2023-04-17 |
| 3 | 77,451 SHS NU HOLDINGS LTD/CAYMAN ISL-A | $537,510 | 2023-06-02 |
| 3 | 76,095 SHS NU HOLDINGS LTD/CAYMAN ISL-A | $617,130 | 2023-07-13 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC EQUITIES | StockNm |
| EOY Book Value | $84,742 | EOYBookValueAmt |
| EOYFMV | $361,442 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,047 | LegalFeesAmt |
| Net Investment Income | $1,047 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $70,293,686 | BOYBookValueAmt |
| EOY Book Value | $74,247,687 | EOYBookValueAmt |
| EOYFMV | $132,274,296 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER DONOR'S COST BASIS | $1,686,656 |
| OF SECURITIES DONATED TO THE FOUNDATION | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FILING FEES | $1,525 | $1,525 |
| BANK CHARGES | $405 | $405 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER FOUNDATION COST | $1,684,670 |
| OF SECURITIES DISTRIBUTED TO | $0 |
| QUALIFYING CHARITIES | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $220,184 | Amt |
| Net Investment Income | $220,184 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $42,595 | Amt |
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