Nonprofit · EIN 26-6147620
SOMMERS FAMILY FOUNDATION
Also known as ARTHUR J SOMMERS TTEE
Tax-exempt · SANIBEL, FL 33957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,430,475 | $346,126 | $2,084,349 | $6,327,936 | $0 | $6,327,936 |
| December 31, 2024 | 990-PF | $585,433 | $303,184 | $282,249 | $4,243,587 | $0 | $4,243,587 |
| December 31, 2023 | 990-PF | -$77,896 | $270,069 | -$347,965 | $3,961,338 | $0 | $3,961,338 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $501,795
- Dividends
- $151,462
- Net gain from sales of assets
- $1,777,218
Expenses
- Grants and similar amounts paid
- $304,350
- Disbursements for charitable purposes
- $304,350
- Excise tax on investment income
- $26,228
Balance sheet and other
- Total assets, start of year
- $4,243,587
- Total assets, end of year
- $6,327,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,327,936
- Fair market value of assets
- $7,015,043
- Qualifying distributions
- $304,350
- Net investment income
- $1,928,680
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR J SOMMERS PO BOX 216, SANIBEL, FL 33957 | Trustee | 0 | $0 |
| DIANE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| KRISTEN MARIE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| TRISHA LEE BAKER PO BOX 6443, HARRISBURG, PA 07112 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR J SOMMERS PO BOX 216, SANIBEL, FL 33957 | Trustee | 0 | $0 |
| DIANE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| KRISTEN MARIE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| TRISHA LEE BAKER PO BOX 6443, HARRISBURG, PA 07112 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARTHUR J SOMMERS PO BOX 216, SANIBEL, FL 33957 | Trustee | 0 | $0 |
| DIANE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| KRISTEN MARIE BAKER PO BOX 6443, HARRISBURG, PA 17112 | Trustee | 0 | $0 |
| TRISHA LEE BAKER PO BOX 6443, HARRISBURG, PA 07112 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 216, SANIBEL, FL 33957-0216
- In care of
- % ARTHUR J SOMMERS
- Signed the 990-PF
- DIANE BAKER, Trustee
- Phone
- (732) 938-2495
- Return prepared by
- OConnor Wood & Humphries LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6147620
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,327,936
- Income (IRS master file)
- $4,071,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,430,475 | $346,126 | $6,327,936 | IRS |
| 990-PF | December 2024 | $585,433 | $303,184 | $4,243,587 | IRS |
| 990-PF | December 2023 | -$77,896 | $270,069 | $3,961,338 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-6147620).
Questions about SOMMERS FAMILY FOUNDATION
- What is the EIN of SOMMERS FAMILY FOUNDATION?
- The employer identification number (EIN) of SOMMERS FAMILY FOUNDATION is 26-6147620.
- Is SOMMERS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to SOMMERS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOMMERS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOMMERS FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMMERS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOMMERS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SOMMERS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,430,475, expenses of $346,126 and total assets of $6,327,936 at year end.
Other nonprofits in SANIBEL
- OPPORTUNITY SERVICES FLORIDA INC EIN 01-0893449 · last filed 990 for 2025
- DAVID S BAUM FOUNDATION INC EIN 84-4039569 · last filed 990-PF for 2025
- SANCTUARY GOLF CLUB FOUNDATION INC EIN 84-2898123 · last filed 990 for 2025
- JOSEPH & CAROLYN PALCHAK FAMILY FOUNDATION INC EIN 82-4004882 · last filed 990-PF for 2024
- HAFENER CHARITABLE FOUNDATION INC EIN 30-0161415 · last filed 990-PF for 2025
- BROOKES FOUNDATION EIN 82-3713971 · last filed 990-PF for 2024
- ROCKIN CHRISTMAS FUND INC EIN 47-1739634 · last filed 990-PF for 2024
- JOSEPH A COURTER MEMORIAL SCHOLARSHIP FUND EIN 22-6700131 · last filed 990-PF for 2025
All nonprofits in SANIBEL · Florida · Philanthropy, voluntarism and grantmaking foundations