HUNTER ELLZEY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: HUNTER ELLZEY FOUNDATION INC (EIN 83-0789418)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-06-01
IRS object ID: 202341529349100909
Schema version: 2022v5.0
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
Accounting Fees Schedule
Other Expenses Schedule
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-01T18:37:23-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	200538257	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ELERICK & ELERICK PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	265 N WYMORE RD	AddressLine1Txt
City	WINTER PARK	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	327893454	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830789418	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HUNTER ELLZEY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HUNT	BusinessNameControlTxt
Phone	4076742796	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5717 RED BUG LAKE RD STE 324	AddressLine1Txt
City	WINTER SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32708	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSAN PLUMMER	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	4076742796	PhoneNum
Signature	2023-05-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUSAN	PersonFirstNm
Person Last	PLUMMER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LINDA M ELERICK	PreparerPersonNm
PTIN	P00036338	PTIN
Phone	4076299995	PhoneNum
Preparation	2023-06-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$19,398	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	$22,500	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$22,500	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$625	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$159	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$784	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,365	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,365	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,149	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,365	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$14,351	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,272	CashBOYAmt
Cash EOY	$19,398	CashEOYAmt
Cash EOYFMV	$19,398	CashEOYFMVAmt
Total Assets BOY	$4,272	TotalAssetsBOYAmt
Total Assets EOY	$19,398	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,398	TotalAssetsEOYFMVAmt
Other Liabilities EOY	$775	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$775	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$30,925	CapitalStockBOYAmt
Capital Stock EOY	$30,925	CapitalStockEOYAmt
Retained Earning BOY	-$26,653	RetainedEarningBOYAmt
Retained Earning EOY	-$12,302	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,272	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,623	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,272	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,398	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,272	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$14,351	ExcessRevenueOverExpensesAmt
Subtotal	$18,623	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$18,623	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	FL	OrgReportOrRegisterStateCd
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
Individual With Books	SUSAN PLUMMER	IndividualWithBooksNm
Phone	4076742796	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5717 RED BUG LAKE RD STE 324	AddressLine1Txt
City	WINTER SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32708	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
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 (2 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
SUSAN PLUMMER
5703 RED BUG LAKE RD STE 324	WINTER SPRINGS	FL	32708	PRESIDENT/TR	0.50	$0	$0	$0
MELISSA BOYER
5703 RED BUG LAKE RD STE 324	WINTER SPRINGS	FL	32708	SECRETARY	0.15	$0	$0	$0

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,246	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,246	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$5,246	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$79	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,167	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$258	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$258	MinimumInvestmentReturnAmt
Distributable Before Adj	$258	DistributableBeforeAdjAmt
Distributable Before Ded	$258	DistributableBeforeDedAmt
Distributable As Adjusted	$258	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,365	ExpensesAndContributionsAmt
Qualifying Distributions	$7,365	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$258	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$29,302	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,941	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,375	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$34,618	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,365	QualifyingDistributionsAmt
Applied To Current Year	$258	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,107	RemainingDistriFromCorpusAmt
Total Corpus	$41,725	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$41,725	ExcessDistriCyovToNextYrAmt
Excess From Year3	$29,302	ExcessFromYear3Amt
Excess From Year2	$2,941	ExcessFromYear2Amt
Excess From Year1	$2,375	ExcessFromYear1Amt
Excess From Current Year	$7,107	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SUSAN PLUMMER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COVENANT HOUSE FLORIDA
5931 E COLONIAL DRIVE	ORLANDO	FL	32807	NONE	QUALIFIED	SUPPORT YOUTH PROGRAMS	$1,867
MARY CARPENTER
2804 N BERMUDA AVE	APOPKA	FL	32703	NONE	QUALIFIED	MEDICAL ASSISTANCE	$750
LAKE HOWELL HIGH SCHOOL
4200 DIKE RD	WINTER PARK	FL	32792	NONE	QUALIFIED	SUPPORT YOUTH PROGRAMS	$3,157
LAKE BUENA VISTA HIGH SCHOOL
11305 DARYL CARTER PKWY	ORLANDO	FL	32836	NONE	QUALIFIED	FOOD PANTRY	$450
EVANS ELEMENTARY SCHOOL
100 E CHAPMAN RD	OVIEDO	FL	32765	NONE	QUALIFIED	FOOD PANTRY	$691
MELISSA UPHAM
4724 GORDEN LANE	ORLANDO	FL	32821	NONE	QUALIFIED	BIKE/CLOTHING FOR MINOR CHILD	$450

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,365	TotalGrantOrContriPdDurYrAmt

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELLZEY CODING SOLUTIONS INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5717 RED BUG LAKE RD STE 324	AddressLine1Txt
City	WINTER SPRINGS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32708	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$22,500	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$625	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES	$9
LICENSES	$150

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DUE TO SUSAN PLUMMER	Desc
EOY Book Value	$775	EOYBookValueAmt

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