SUNDERMEYER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUNDERMEYER FAMILY FOUNDATION (EIN 87-6470135)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-24
IRS object ID
202421769349100717
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-24T13:53:50-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eisphora Tax Service LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17951 Riviera Blvd STE 401AddressLine1Txt
CityMiramarCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33023ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876470135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNDERMEYER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNDBusinessNameControlTxt
Phone4076006783PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 KELSO BLVDAddressLine1Txt
CityWINDERMERECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChad SundermeyerPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstChadPersonFirstNm
Person LastSundermeyerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGABRIEL KUPreparerPersonNm
PTINP01543984PTIN
Phone2108964944PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,256,418FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$77,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$27,181InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,181InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$27,181InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$104,231TotalRevAndExpnssAmt
Total Net Invst Incm$27,181TotalNetInvstIncmAmt
Total Adj Net Incm$27,181TotalAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$14,177TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$14,177TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,177TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,677TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$51,554ExcessRevenueOverExpensesAmt
Net Investment Income$27,181NetInvestmentIncomeAmt
Adjusted Net Income$27,181AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,672CashBOYAmt
Cash EOY$3,846CashEOYAmt
Cash EOYFMV$3,846CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,248,726OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$1,052,346OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,248,726OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,252,572OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$1,201,018TotalAssetsBOYAmt
Total Assets EOY$1,252,572TotalAssetsEOYAmt
Total Assets EOYFMV$1,256,418TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,201,018RetainedEarningBOYAmt
Retained Earning EOY$1,252,572RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,201,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,252,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,201,018TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,252,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,201,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$51,554ExcessRevenueOverExpensesAmt
Subtotal$1,252,572SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,252,572TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$378InvestmentIncomeExciseTaxAmt
Subtotal$378SubtotalAmt
Tax Based On Investment Income$378TaxBasedOnInvestmentIncomeAmt
Tax Due$378TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Chad SundermeyerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4076006783PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11219 Kelso BlvdAddressLine1Txt
CityWindermereCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonChad SundermeyerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11219 Kelso BlvdAddressLine1Txt
CityWindermereCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$231,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,252,152FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,483,412TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,483,412AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,251CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,461,161NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,058MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,058MinimumInvestmentReturnAmt
Tax Based On Investment Income$378TaxBasedOnInvestmentIncomeAmt
Total Tax$378TotalTaxAmt
Distributable Before Adj$72,680DistributableBeforeAdjAmt
Distributable Before Ded$72,680DistributableBeforeDedAmt
Distributable As Adjusted$72,680DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,677ExpensesAndContributionsAmt
Qualifying Distributions$52,677QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,680DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$5,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,057ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,057TotalExcessDistributionCyovAmt
Qualifying Distributions$52,677QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,677AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$20,003ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,003ExcessDistributionCyovAppCYAmt
Total Corpus$6,054TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,054ExcessDistriCyovToNextYrAmt
Excess From Year1$6,054ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FOUNDATION ACADEMY
125 ESAT PLANT STWINTER GARDENFL34787NONEPOFGIFT$30,000
THE BACK STOPPERS INC
10411 CLAYTON ROADST LOUISMO63131NONEPOFGIFT$1,000
DISCOVERY CHIRCH
4064 Winter Garden Vineland RdWINTER GARDENFL34787NONEPOFGIFT$2,000
EAST SUNRISE SERVICE INC
1065 RAINER DRIVEALTAMONTE SPRINGSFL32714NONEPOFGIFT$500
UNIVERSITY OF TAMPA
401 W KENNEDY BLVDTAMPAFL33606NONEPOFGIFT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,181RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,181RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,181TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSUNDERMEYER FAM TRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11219 KESLO BLVDAddressLine1Txt
CityWINDERMERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd
FieldValueIRS element (for citing)
Total Contributions$77,050TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CHAD SUNDERMEYER
1219 KELSO BLVDWINDERMERFL34786
SUNDERMEYER FAM TR
1219 KELSO BLVDWINDERMERFL34786

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