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Nonprofit · EIN 59-3634325

SONTAG FOUNDATION INC

Also known as 6342-70850700

Tax-exempt · PONTE VEDRA, FL 32082

Financials

$6.9M$9.2M2023$24.6M$10M2024
Revenue Expenses · by fiscal year end
Financials of SONTAG FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$24,608,122$10,044,071$14,564,051$219,583,987$143,883$219,440,104
December 31, 2023990-PF$6,862,500$9,190,581-$2,328,081$187,565,405$146,197$187,419,208
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$12,178,578
Dividends
$2,933,702
Net gain from sales of assets
$9,495,842

Expenses

Grants and similar amounts paid
$7,153,332
Compensation of officers, directors and key employees
$72,000
Salaries, compensation and benefits (total)
$773,308
Disbursements for charitable purposes
$8,886,211
Excise tax on investment income
$156,676

Balance sheet and other

Total assets, start of year
$187,565,405
Total assets, end of year
$219,583,987
Total liabilities, end of year
$143,883
Net assets, end of year
$219,440,104
Fair market value of assets
$223,286,343
Qualifying distributions
$9,836,210
Net investment income
$12,429,544

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.

NameTitleHours / weekCompensationOther / benefits
HILARY KEELEY
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
EXECUTIVE DIRECTOR
Highest-paid employee
40$272,000$15,880
BRADLEY D MOTTIER
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
GRANT M CONWAY
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
DANIEL M RYAN
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
JENNIFER H LEVINSON
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
JEFFREY E BERNARDO
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
BEN CHATRAW
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
CAROLYN MATHIS
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
KATHERINE VERBLE
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
CLAY TOUSEY III
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
FREDERICK B SONTAG
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$0$0
990-PF for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
HILARY KEELEY
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
EXECUTIVE DIRECTOR
Highest-paid employee
40$259,632$15,385
BRADLEY D MOTTIER
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
GRANT M CONWAY
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
DANIEL M RYAN
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
JENNIFER H LEVINSON
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
JEFFREY E BERNARDO
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
BEN CHATRAW
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
CAROLYN MATHIS
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
KATHERINE VERBLE
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
CLAY TOUSEY III
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$8,000$0
FREDERICK B SONTAG
816 A1A NORTH STE 201, PONTE VEDRA BEACH, FL 32082
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
816 A1A N STE 201, PONTE VEDRA, FL 32082-3219
In care of
% FREDRICK SONTAG
Signed the 990-PF
FREDERICK SONTAG, PRESIDENT
Phone
(904) 273-8755
Return prepared by
PIVOT CPAS PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-3634325
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
Assets (IRS master file)
$219,583,987
Income (IRS master file)
$30,314,606

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$6,862,500$9,190,581$187,565,405IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about SONTAG FOUNDATION INC

What is the EIN of SONTAG FOUNDATION INC?
The employer identification number (EIN) of SONTAG FOUNDATION INC is 59-3634325.
Is SONTAG FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to SONTAG FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SONTAG FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SONTAG FOUNDATION INC 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 SONTAG FOUNDATION INC 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 SONTAG FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 11 people; 10 received compensation from the organization, the highest $272,000 (HILARY KEELEY, EXECUTIVE DIRECTOR).
How much revenue does SONTAG FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $24,608,122, expenses of $10,044,071 and total assets of $219,583,987 at year end.

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