SUNDERMEYER FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SUNDERMEYER FAMILY FOUNDATION (EIN 87-6470135)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-04-28
IRS object ID: 202511189349101401
Schema version: 2024v5.1
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
Form 990-PF
Accounting Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-28T08:43:09-07:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Eisphora Tax Service LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7951 Riviera Blvd STE 401	AddressLine1Txt
City	Miramar	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33023	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	876470135	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUNDERMEYER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SUND	BusinessNameControlTxt
Phone	4076006783	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1219 KELSO BLVD	AddressLine1Txt
City	WINDERMERE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34786	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Chad Sundermeyer	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2025-04-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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	GABRIEL KU	PreparerPersonNm
PTIN	P01543984	PTIN
Phone	2108964944	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,808,539	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	$531,058	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$107,181	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$107,181	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$107,181	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$638,239	TotalRevAndExpnssAmt
Total Net Invst Incm	$107,181	TotalNetInvstIncmAmt
Total Adj Net Incm	$107,181	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$8,775	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$8,775	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$378	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$378	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$32,769	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$32,769	TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$41,922	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$41,922	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,350	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,350	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$82,272	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$82,272	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$555,967	ExcessRevenueOverExpensesAmt
Net Investment Income	$107,181	NetInvestmentIncomeAmt
Adjusted Net Income	$107,181	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,846	CashBOYAmt
Cash EOY	$559,812	CashEOYAmt
Cash EOYFMV	$559,812	CashEOYFMVAmt
Pledges Rcvbl	$90,095	PledgesRcvblAmt
Pledges Rcvbl EOY	$90,095	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$90,095	PledgesRcvblEOYFMVAmt
Other Nts And Loans Rcvbl	$1,158,632	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$1,248,726	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$1,158,632	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$1,158,632	OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY	$1,252,572	TotalAssetsBOYAmt
Total Assets EOY	$1,808,539	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,808,539	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,252,572	RetainedEarningBOYAmt
Retained Earning EOY	$1,808,539	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,252,572	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,808,539	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,252,572	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,808,539	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,252,572	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$555,967	ExcessRevenueOverExpensesAmt
Subtotal	$1,808,539	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,808,539	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,490	InvestmentIncomeExciseTaxAmt
Subtotal	$1,490	SubtotalAmt
Tax Based On Investment Income	$1,490	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$1,508	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,508	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$18	EsPenaltyAmt
Tax Due	$0	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Chad Sundermeyer	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4076006783	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1219 Kelso Blvd	AddressLine1Txt
City	Windermere	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34786	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Chad Sundermeyer	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1219 Kelso Blvd	AddressLine1Txt
City	Windermere	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34786	ZIPCd

Field	Value	IRS element (for citing)
Title	Trustee	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$279,906	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,248,727	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,528,633	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,528,633	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$22,929	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,505,704	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$75,285	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$75,285	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,490	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,490	TotalTaxAmt
Distributable Before Adj	$73,795	DistributableBeforeAdjAmt
Distributable Before Ded	$73,795	DistributableBeforeDedAmt
Distributable As Adjusted	$73,795	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$82,272	ExpensesAndContributionsAmt
Qualifying Distributions	$82,272	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$73,795	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$6,054	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$6,054	TotalExcessDistributionCyovAmt
Qualifying Distributions	$82,272	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$73,795	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$8,477	RemainingDistriFromCorpusAmt
Total Corpus	$14,531	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$14,531	ExcessDistriCyovToNextYrAmt
Excess From Year2	$6,054	ExcessFromYear2Amt
Excess From Current Year	$8,477	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FOUNDATION ACADEMY
125 ESAT PLANT ST	WINTER GARDEN	FL	34787	NONE	POF	GIFT	$30,150
THE BACK STOPPERS INC
10411 CLAYTON ROAD	ST LOUIS	MO	63131	NONE	POF	GIFT	$1,000
DISCOVERY CHURCH
4064 Winter Garden Vineland Rd	WINTER GARDEN	FL	34787	NONE	POF	GIFT	$4,200
UNIVERSITY OF TAMPA
401 W KENNEDY BLVD	TAMPA	FL	33606	NONE	POF	GIFT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,350	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$107,181	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$107,181	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$107,181	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$8,775	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$8,775	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Amt	$378	Amt
Disbursements Charitable Prps	$378	DisbursementsCharitablePrpsAmt

SUNDERMEYER FAMILY FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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