Nonprofit · EIN 36-7187236
BUNDY FAMILY FOUNDATION DTD 041697
Also known as BUNDY H H III TTEE
Tax-exempt · KEY LARGO, FL 33037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $60,941 | $155,584 | -$94,643 | $382,428 | $278 | $382,150 |
| January 31, 2025 | 990-PF | $43,046 | $32,727 | $10,319 | $476,188 | $0 | $476,188 |
| January 31, 2024 | 990-PF | $27,777 | $60,389 | -$32,612 | $459,894 | $1 | $459,893 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $60,688
- Interest
- $253
Expenses
- Grants and similar amounts paid
- $152,217
- Disbursements for charitable purposes
- $153,899
- Excise tax on investment income
- $824
Balance sheet and other
- Total assets, start of year
- $476,188
- Total assets, end of year
- $382,428
- Total liabilities, end of year
- $278
- Net assets, end of year
- $382,150
- Fair market value of assets
- $630,850
- Qualifying distributions
- $153,899
- Net investment income
- $60,941
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey H Bundy III 113 Andros Rd, Key Largos, FL 33037 | Trustee | 2 | $0 |
| Blakely F Bundy 113 Andros Rd, Key Largo, FL 33037 | Trustee | 0.5 | $0 |
990-PF for the year ended January 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey H Bundy III 113 Andros Rd, Key Largos, FL 33037 | Trustee | 2 | $0 |
| Blakely F Bundy 113 Andros Rd, Key Largo, FL 33037 | Trustee | 0.5 | $0 |
990-PF for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey H Bundy III 113 Andros Rd, Key Largos, FL 33037 | Trustee | 2 | $0 |
| Blakely F Bundy 113 Andros Rd, Key Largo, FL 33037 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 113 ANDROS RD, KEY LARGO, FL 33037-5204
- Signed the 990-PF
- Harvey H Bundy III, Trustee
- Phone
- (847) 922-0129
- Return prepared by
- Naviaux Associates 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7187236
- 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
- 1997
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $382,428
- Income (IRS master file)
- $60,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $60,941 | $155,584 | $382,428 | XML |
| 990-PF | January 2025 | $43,046 | $32,727 | $476,188 | XML |
| 990-PF | January 2024 | $27,777 | $60,389 | $459,894 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 36-7187236).
Questions about BUNDY FAMILY FOUNDATION DTD 041697
- What is the EIN of BUNDY FAMILY FOUNDATION DTD 041697?
- The employer identification number (EIN) of BUNDY FAMILY FOUNDATION DTD 041697 is 36-7187236.
- Is BUNDY FAMILY FOUNDATION DTD 041697 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BUNDY FAMILY FOUNDATION DTD 041697 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BUNDY FAMILY FOUNDATION DTD 041697 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BUNDY FAMILY FOUNDATION DTD 041697 due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUNDY FAMILY FOUNDATION DTD 041697 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of BUNDY FAMILY FOUNDATION DTD 041697?
- The 990-PF for the year ended January 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does BUNDY FAMILY FOUNDATION DTD 041697 have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $60,941, expenses of $155,584 and total assets of $382,428 at year end.
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- COSTAS FAMILY FOUNDATION INC EIN 27-0881014 · last filed 990-PF for 2025
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- DAVIDSON FAMILY FOUNDATION INC EIN 45-3750142 · last filed 990-PF for 2024
- HARRINGTON FAMILY FOUNDATION EIN 83-0343509 · last filed 990-PF for 2024
All nonprofits in KEY LARGO · Florida · Philanthropy, voluntarism and grantmaking foundations