HUNTER ELLZEY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HUNTER ELLZEY FOUNDATION INC (EIN 83-0789418)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-30
IRS object ID: 202533039349100418
Schema version: 2024v5.0
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
Accounting Fees Schedule
Other Expenses Schedule
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-30T10:18:59-04:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	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	2025-09-23	SignatureDt

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	2025-10-29	PreparationDt

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	$1,141	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	$4,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$4,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$750	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$150	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$900	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,072	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,072	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$11,972	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$11,072	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$7,972	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$8,213	CashBOYAmt
Cash EOY	$1,141	CashEOYAmt
Cash EOYFMV	$1,141	CashEOYFMVAmt
Total Assets BOY	$8,213	TotalAssetsBOYAmt
Total Assets EOY	$1,141	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,141	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,550	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$2,450	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,550	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,450	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$30,925	CapitalStockBOYAmt
Capital Stock EOY	$30,925	CapitalStockEOYAmt
Retained Earning BOY	-$24,262	RetainedEarningBOYAmt
Retained Earning EOY	-$32,234	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,663	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	-$1,309	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,213	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,141	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,663	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$7,972	ExcessRevenueOverExpensesAmt
Subtotal	-$1,309	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	-$1,309	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
Acts Fail To Qlfy As Exceptions	Yes (true)	ActsFailToQlfyAsExceptionsInd
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
5717 RED BUG LAKE RD STE 324	WINTER SPRINGS	FL	32708	PRESIDENT/TR	0.50	$0	$0	$0
MELISSA BOYER
5717 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	$2,652	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,652	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,652	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$40	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,612	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$131	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$131	MinimumInvestmentReturnAmt
Distributable Before Adj	$131	DistributableBeforeAdjAmt
Distributable Before Ded	$131	DistributableBeforeDedAmt
Distributable As Adjusted	$131	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,072	ExpensesAndContributionsAmt
Qualifying Distributions	$11,072	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$131	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$29,302	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,941	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,375	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$7,107	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,415	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$52,140	TotalExcessDistributionCyovAmt
Qualifying Distributions	$11,072	QualifyingDistributionsAmt
Applied To Current Year	$131	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$10,941	RemainingDistriFromCorpusAmt
Total Corpus	$63,081	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$29,302	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$33,779	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,941	ExcessFromYear4Amt
Excess From Year3	$2,375	ExcessFromYear3Amt
Excess From Year2	$7,107	ExcessFromYear2Amt
Excess From Year1	$10,415	ExcessFromYear1Amt
Excess From Current Year	$10,941	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
KIDDIE ACADEMY
2305 VIA LOMA DR	OVIEDO	FL	32765	QUALIFIED	EDUCATION SUPPLIES	$665
SUNNYSPOT
274 WILSHIRE BLVD 269	CASSELBERRY	FL	32707	QUALIFIED	SPEECH THERAPY PROGRAM	$5,750
MARY CARPENTER
2804 N BERMUDA AVE	APOPKA	FL	32703	QUALIFED	MEDICAL EXPENSES	$750
YOUNG GUNS WRESTLING ACADEMY
692 LEMON DROP RD	EBENSBURG	PA	15931	QUALIFED	SUMMER YOUTH PROGRAM	$3,657
WITTS ENDS
3441 PILGRIM CT	KISSIMMEE	FL	34744	QUALIFIED	ANIMAL CARE	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,072	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$750	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
LICENSES	$150

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DUE TO SUSAN PLUMMER	Desc
BOY Book Value	$1,550	BOYBookValueAmt
EOY Book Value	$2,450	EOYBookValueAmt

HUNTER ELLZEY FOUNDATION INC: 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

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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