SUNDERMEYER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUNDERMEYER FAMILY FOUNDATION (EIN 87-6470135)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-25
IRS object ID
202332379349100718
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-25T08:57:12-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821013835PreparerFirmEIN

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 Begin2022-01-01TaxPeriodBeginDt

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 TitleTTEEPersonTitleTxt
Phone4076006783PhoneNum
Signature2023-08-25SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHADPersonFirstNm
Person LastSUNDERMEYERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGABRIEL KUPreparerPersonNm
PTINP01543984PTIN
Phone4695864993PhoneNum
Preparation2023-08-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,201,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$603,530ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$603,530TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$12,578AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$12,578AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$22,315TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$22,315TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,893TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,893TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,393TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,393TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$520,137ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$680,991CashBOYAmt
Cash EOY$148,782CashEOYAmt
Cash EOYFMV$148,762CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,052,346OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$1,052,346OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,052,346OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$680,991TotalAssetsBOYAmt
Total Assets EOY$1,201,128TotalAssetsEOYAmt
Total Assets EOYFMV$1,201,108TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$680,991RetainedEarningBOYAmt
Retained Earning EOY$1,201,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$680,991TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,201,128TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$680,991TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,201,128TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$680,991TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$520,137ExcessRevenueOverExpensesAmt
Subtotal$1,201,128SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,201,128TotNetAstOrFundBalancesEOYAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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
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
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
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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)
TitleTTEETitleTxt
Average Hrs Per Wk Devoted To Pos020.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,366AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,052,346FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,265,712TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,265,712AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,246,726NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,336MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,336MinimumInvestmentReturnAmt
Distributable Before Adj$62,336DistributableBeforeAdjAmt
Distributable Before Ded$62,336DistributableBeforeDedAmt
Distributable As Adjusted$62,336DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,393ExpensesAndContributionsAmt
Qualifying Distributions$83,393QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,336DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$5,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,000TotalExcessDistributionCyovAmt
Qualifying Distributions$83,393QualifyingDistributionsAmt
Applied To Current Year$62,336AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,057RemainingDistriFromCorpusAmt
Total Corpus$26,057TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$26,057ExcessDistriCyovToNextYrAmt
Excess From Year1$5,000ExcessFromYear1Amt
Excess From Current Year$21,057ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BACKSTOPPERS INC
10411 CLAYTON RDST LOUISMO63131NONEPCGIFT$1,000
FOUNDATION ACADEMY
8464 WINTER GARDEN VICELAND RDORLANDOFL32836NONEPCGIFT$30,000
SPARTAN READY
401 W KENNEDY BLVDTAMPAFL33606NONEPCGIFT$10,000
DISCOVERY CHURCH
881 SAND LAKE ROADORLANDOFL32809NONEPCGIFT$2,000
MOSAIC COMMUNITY CHURCH
14175 W COLONIAL DRWINTER GARDENFL34787NONEPCGIFT$500
SPARTAN READY (21)
401 W KENNEDY BLVDORLANDOFL33606NONEPCGIFT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,500TotalGrantOrContriPdDurYrAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SUNDERMEYER FAM TR
11219 KELSO BLVDWINDERMEREFL34786$603,530Yes (X)
Chad Sundermeyer
21219 KELSO BLVDWINDERMEREFL34786$0Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUTNING FEESCategoryTxt
Amt$12,578Amt
Disbursements Charitable Prps$12,578DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtInterestInterestRt
SBT 21
$532,209$532,2090000000000.000000000000
SBT 22
$520,137$520,1370000000000.000000000000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSUNDERMEYER FAMILY TRUSTPersonNm

US Address USAddress

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

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