William E & Mary E Moeller Charitab Le Tr

Sundeman John Ttee

St Augustine, FL
Tax-exempt since Nov. 2001
EIN: 59-7214278

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$591k (2024)

Expenses

$287k (2024)

Total Assets

$4.37M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$590,637

Expenses

$286,774

Net Income

$303,863

Net Assets

$4,374,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$196,431	33.3%
Sales of Assets	$390,303	66.1%
Other Income	$3,903	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,282	84.8%
Compensation of Officers*	$36,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,374,013
Total Liabilities	$0
Net Assets	$4,374,013

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$36,000	$0

990-PF

Filed on April 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2023

Revenue

$336,112

Expenses

$293,324

Net Income

$42,788

Net Assets

$4,070,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,730	49.0%
Sales of Assets	$166,115	49.4%
Other Income	$5,267	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,719	87.2%
Compensation of Officers*	$36,000	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,070,150
Total Liabilities	$0
Net Assets	$4,070,150

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$36,000	$0

990-PF

Filed on April 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$246,561

Expenses

$218,186

Net Income

$28,375

Net Assets

$4,027,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,310	42.7%
Sales of Assets	$134,893	54.7%
Other Income	$6,358	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,369	93.7%
Compensation of Officers*	$36,000	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,027,362
Total Liabilities	$0
Net Assets	$4,027,362

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$36,000	$0

990-PF

Filed on April 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2021

Revenue

$100,985

Expenses

$144,152

Net Income

-$43,167

Net Assets

$3,998,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,121	85.3%
Sales of Assets	$7,366	7.3%
Other Income	$7,498	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,096	93.7%
Compensation of Officers*	$35,850	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,998,987
Total Liabilities	$0
Net Assets	$3,998,987

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Nov.
2020

Revenue

$109,525

Expenses

$146,049

Net Income

-$36,524

Net Assets

$4,042,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,376	83.4%
Sales of Assets	$9,439	8.6%
Other Income	$8,710	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,306	94.0%
Compensation of Officers*	$35,820	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,042,154
Total Liabilities	$1
Net Assets	$4,042,153

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2019

Revenue

$108,126

Expenses

$165,068

Net Income

-$56,942

Net Assets

$4,078,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,545	87.4%
Sales of Assets	$5,121	4.7%
Other Income	$8,460	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,200	94.6%
Compensation of Officers*	$35,835	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,078,678
Total Liabilities	$1
Net Assets	$4,078,677

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,835	$0

990-PF

Filed on April 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$206,839

Expenses

$189,649

Net Income

$17,190

Net Assets

$4,135,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,613	49.1%
Sales of Assets	$98,746	47.7%
Other Income	$6,480	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,794	94.8%
Compensation of Officers*	$35,820	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,135,620
Total Liabilities	$0
Net Assets	$4,135,620

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2017

Revenue

$173,244

Expenses

$179,254

Net Income

-$6,010

Net Assets

$4,118,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,478	58.0%
Sales of Assets	$62,221	35.9%
Other Income	$10,545	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,735	94.7%
Compensation of Officers*	$35,820	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,118,430
Total Liabilities	$0
Net Assets	$4,118,430

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$138,880

Expenses

$171,455

Net Income

-$32,575

Net Assets

$4,124,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,452	77.4%
Sales of Assets	$22,561	16.2%
Other Income	$8,867	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,344	94.7%
Compensation of Officers*	$35,820	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,124,440
Total Liabilities	$0
Net Assets	$4,124,440

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2015

Revenue

$156,105

Expenses

$165,992

Net Income

-$9,887

Net Assets

$4,157,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,122	60.9%
Sales of Assets	$56,049	35.9%
Other Income	$4,934	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,647	94.4%
Compensation of Officers*	$35,820	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,157,015
Total Liabilities	$0
Net Assets	$4,157,015

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2014

Revenue

$175,657

Expenses

$166,848

Net Income

$8,809

Net Assets

$4,166,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,088	44.5%
Sales of Assets	$90,813	51.7%
Other Income	$6,756	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,490	84.2%
Compensation of Officers*	$35,820	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,166,902
Total Liabilities	$0
Net Assets	$4,166,902

Compensation

Key Employees and Officers	Compensation	Other
John Sundeman (Trustee)	$35,820	$0

990-PF

Filed on April 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2013

Revenue

$127,909

Expenses

$167,466

Net Income

-$39,557

Net Assets

$4,158,092

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,025	59.4%
Sales of Assets	$49,468	38.7%
Other Income	$2,416	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,092	84.8%
Compensation of Officers*	$35,820	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,158,093
Total Liabilities	$1
Net Assets	$4,158,092

990-PF

Filed on June 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$204,447

Expenses

$180,427

Net Income

$24,020

Net Assets

$4,197,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,362	44.2%
Sales of Assets	$110,351	54.0%
Other Income	$3,734	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,832	80.8%
Compensation of Officers*	$35,820	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,197,650
Total Liabilities	$1
Net Assets	$4,197,649

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

William E & Mary E Moeller Charitab Le Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $591k (2024)

Expenses $287k (2024)

Total Assets $4.37M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$591k (2024)

Expenses

$287k (2024)

Total Assets

$4.37M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

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2011

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2010

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2009

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2008

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2007

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2004

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2001