Nonprofit · EIN 33-0868088
SUN FAMILY FOUNDATION
Tax-exempt · IRVINE, CA 92604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $24,074,638 | $7,158,982 | $16,915,656 | $91,847,351 | $1,866,928 | $89,980,423 |
| December 31, 2023 | 990-PF | $3,227,488 | $7,664,567 | -$4,437,079 | $70,175,059 | $1,309,125 | $68,865,934 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $19,967,705
- Dividends
- $2,377,299
- Net gain from sales of assets
- $1,729,634
Expenses
- Grants and similar amounts paid
- $5,514,250
- Compensation of officers, directors and key employees
- $14,285
- Salaries, compensation and benefits (total)
- $109,036
- Disbursements for charitable purposes
- $5,233,167
- Excise tax on investment income
- $111,176
Balance sheet and other
- Total assets, start of year
- $70,175,059
- Total assets, end of year
- $91,847,351
- Total liabilities, end of year
- $1,866,928
- Net assets, end of year
- $89,980,423
- Fair market value of assets
- $91,847,351
- Qualifying distributions
- $5,233,167
- Net investment income
- $9,306,764
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARA MULLARKEY 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | TREASURER | 1 | $14,285 |
| DAVID SUN 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | PRESIDENT & CHAIRMAN | 1 | $0 |
| DIANA SUN 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | VICE PRESIDENT | 1 | $0 |
| DIANA KONG 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | SECRETARY | 1 | $0 |
| MEI HUA WONG 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SUN 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | PRESIDENT | 1 | $0 |
| DIANA SUN 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | VICE PRESIDENT | 1 | $0 |
| DARA MULLARKEY 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | TREASURER/ DIR OF PHILANTHROPIC VALUES | 1 | $0 |
| DIANA KONG 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | SECRETARY | 1 | $0 |
| MEI HUA WONG 17600 NEWHOPE STREET, FOUNTAIN VALLEY, CA 92708 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15333 CULVER DR STE 340, IRVINE, CA 92604-3051
- In care of
- % DAVID SUN
- Signed the 990-PF
- DAVID SUN, PRESIDENT
- Phone
- (714) 435-2640
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0868088 or by the name SUN FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 33-0868088
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $91,847,351
- Income (IRS master file)
- $46,223,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $24,074,638 | $7,158,982 | $91,847,351 | XML |
| 990-PF | December 2023 | $3,227,488 | $7,664,567 | $70,175,059 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 33-0868088).
Questions about SUN FAMILY FOUNDATION
- What is the EIN of SUN FAMILY FOUNDATION?
- The employer identification number (EIN) of SUN FAMILY FOUNDATION is 33-0868088.
- Is SUN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SUN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SUN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $14,285 (DARA MULLARKEY, TREASURER).
- How much revenue does SUN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,074,638, expenses of $7,158,982 and total assets of $91,847,351 at year end.
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