Nonprofit · EIN 59-7214278
WILLIAM E & MARY E MOELLER CHARITAB LE TR
Also known as SUNDEMAN JOHN TTEE
Tax-exempt · ST AUGUSTINE, FL 32085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $279,934 | $267,144 | $12,790 | $4,386,803 | $0 | $4,386,803 |
| November 30, 2024 | 990-PF | $590,637 | $286,774 | $303,863 | $4,374,013 | $0 | $4,374,013 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $177,322
- Net gain from sales of assets
- $100,639
- Other income
- $1,973
Expenses
- Grants and similar amounts paid
- $184,250
- Compensation of officers, directors and key employees
- $36,000
- Salaries, compensation and benefits (total)
- $30,000
- Disbursements for charitable purposes
- $224,027
- Excise tax on investment income
- $3,338
Balance sheet and other
- Total assets, start of year
- $4,374,013
- Total assets, end of year
- $4,386,803
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,386,803
- Fair market value of assets
- $4,283,028
- Qualifying distributions
- $224,027
- Net investment income
- $279,934
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SUNDEMAN PO BOX 2196, ST AUGUSTINE, FL 32085 | TRUSTEE | 20 | $36,000 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SUNDEMAN PO BOX 2196, ST AUGUSTINE, FL 32085 | TRUSTEE | 20 | $36,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 3443, ST AUGUSTINE, FL 32085-3443
- In care of
- % JOHN SUNDEMAN
- Signed the 990-PF
- JOHN SUNDEMAN, TRUSTEE
- Phone
- (904) 824-2881
- Return prepared by
- John Sundeman CPA 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7214278
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,386,803
- Income (IRS master file)
- $2,983,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $279,934 | $267,144 | $4,386,803 | XML |
| 990-PF | November 2024 | $590,637 | $286,774 | $4,374,013 | XML |
| 990-PF | November 2023 | $336,112 | $293,324 | $4,070,150 | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 59-7214278).
Questions about WILLIAM E & MARY E MOELLER CHARITAB LE TR
- What is the EIN of WILLIAM E & MARY E MOELLER CHARITAB LE TR?
- The employer identification number (EIN) of WILLIAM E & MARY E MOELLER CHARITAB LE TR is 59-7214278.
- Is WILLIAM E & MARY E MOELLER CHARITAB LE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WILLIAM E & MARY E MOELLER CHARITAB LE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM E & MARY E MOELLER CHARITAB LE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM E & MARY E MOELLER CHARITAB LE TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM E & MARY E MOELLER CHARITAB LE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of WILLIAM E & MARY E MOELLER CHARITAB LE TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,000 (JOHN SUNDEMAN, TRUSTEE).
- How much revenue does WILLIAM E & MARY E MOELLER CHARITAB LE TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $279,934, expenses of $267,144 and total assets of $4,386,803 at year end.
Other nonprofits in ST AUGUSTINE
- ROBERT J BAUER FAMILY FOUNDATION EIN 22-6784245 · last filed 990-PF for 2025
- THE LASTINGER FAMILY FOUNDATION INC EIN 59-3512737 · last filed 990-PF for 2025
- DLP POSITIVE RETURNS FOUNDATION EIN 82-3623030 · last filed 990-PF for 2024
- HALBROOK FAMILY FOUNDATION EIN 20-3898148 · last filed 990-PF for 2025
- THE WALTER S AND LUCIENNE B DRISKILL FOUNDATION EIN 61-1746102 · last filed 990-PF for 2025
- ANCIENT CITY PARKING INC EIN 82-3885204 · last filed 990-PF for 2025
- FOUNDATION FOR LEGACY PLANNING INC EIN 82-2359674 · last filed 990 for 2025
- ST AUGUSTINE FOUNDATION EIN 59-6152316 · last filed 990-PF for 2024
All nonprofits in ST AUGUSTINE · Florida · Philanthropy, voluntarism and grantmaking foundations