Civic Intelligence

Sundholm Foundation

EIN 42-6058207 • Storm Lake, IA

Drawer 1227Storm Lake, IA 50588
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-47%

Higher net margin than 10% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

25th percentile

-5.2%

Faster asset growth than 25% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$706,639

Down $38,772 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$706,639

Down $38,772 (-5.2%) from 2023

Revenue

Down

$81,833

Down $72,447 (-47%) from 2023

Expenses

Up

$120,605

Up $364 (+0.3%) from 2023

Net Income

Down

-$38,772

Down $72,811 (-214%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $461,883Liabilities 2010: $0Net Assets 2010: $461,8832010Assets 2011: $460,659Liabilities 2011: $12011Assets 2012: $625,008Liabilities 2012: $0Net Assets 2012: $625,0082012Assets 2013: $659,028Liabilities 2013: $0Net Assets 2013: $659,0282013Assets 2014: $670,593Liabilities 2014: $0Net Assets 2014: $670,5932014Assets 2015: $662,430Liabilities 2015: $0Net Assets 2015: $662,4302015Assets 2016: $684,321Liabilities 2016: $0Net Assets 2016: $684,3212016Assets 2017: $669,945Liabilities 2017: $0Net Assets 2017: $669,9452017Assets 2018: $752,301Liabilities 2018: $0Net Assets 2018: $752,3012018Assets 2019: $838,015Liabilities 2019: $0Net Assets 2019: $838,0152019Assets 2020: $800,341Liabilities 2020: $0Net Assets 2020: $800,3412020Assets 2021: $720,187Liabilities 2021: $0Net Assets 2021: $720,1872021Assets 2022: $711,372Liabilities 2022: $0Net Assets 2022: $711,3722022Assets 2023: $745,411Liabilities 2023: $0Net Assets 2023: $745,4112023Assets 2024: $706,639Liabilities 2024: $0Net Assets 2024: $706,6392024

Highlighted filing

2024

Assets$706,639
Liabilities$0
Net Assets$706,639

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2010: $29,8422010Revenue 2011: $38,178Expenses 2011: $39,402Net Income 2011: -$1,2242011Expenses 2012: $40,7762012Revenue 2013: $82,865Expenses 2013: $48,845Net Income 2013: $34,0202013Revenue 2014: $58,214Expenses 2014: $46,649Net Income 2014: $11,5652014Revenue 2015: $56,857Expenses 2015: $65,020Net Income 2015: -$8,1632015Revenue 2016: $98,399Expenses 2016: $76,263Net Income 2016: $22,1362016Revenue 2017: $61,049Expenses 2017: $75,425Net Income 2017: -$14,3762017Revenue 2018: $171,886Expenses 2018: $89,530Net Income 2018: $82,3562018Revenue 2019: $181,009Expenses 2019: $95,295Net Income 2019: $85,7142019Revenue 2020: $63,933Expenses 2020: $101,607Net Income 2020: -$37,6742020Revenue 2021: $66,881Expenses 2021: $147,035Net Income 2021: -$80,1542021Revenue 2022: $74,734Expenses 2022: $83,549Net Income 2022: -$8,8152022Revenue 2023: $154,280Expenses 2023: $120,241Net Income 2023: $34,0392023Revenue 2024: $81,833Expenses 2024: $120,605Net Income 2024: -$38,7722024

Highlighted filing

2024

Revenue$81,833
Expenses$120,605
Net Income-$38,772

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.82$1.21$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$1.54$1.20$0.34
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.75$0.84$0.09
2021Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.67$1.47$0.80
2020Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.64$1.02$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.81$0.95$0.86
2018Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.72$0.90$0.82
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.61$0.75$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.98$0.76$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.57$0.65$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.58$0.47$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.83$0.49$0.34
2012Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.41
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$0.38$0.39$0.01
2010Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA MOONEYSecy-Treas.-$0--
THE CITIZENS FIRST NATIONAL BANKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOUR SAVIOR'S LUTHERAN CHURCHCHARITABLE-ALBERT CITY, IA, US$39,480
Paid GrantALBERT CITY PUBLIC LIBRARYCHARITABLE-ALBERT CITY, IA, US$11,000
Paid GrantALBERT CITY FIRE DEPARTMENTCHARITABLE-ALBERT CITY, IA, US$10,000
Paid GrantALBERT CITY HISTORICAL SOCIETYCHARITABLE-ALBERT CITY, IA, US$10,000
Paid GrantALBERT CITY THRESHERMEN COLLECTORSCHARITABLE-ALBERT CITY, IA, US$8,500
Paid GrantALBERT CITY CHAMBER OF COMMERCECHARITABLE-ALBERT CITY, IA, US$7,500
Paid GrantHOPE HAVEN FBO FAITH HOPE & CHARITY DOUNDATIONCHARITABLE-ROCK VALLEY, IA, US$5,000
Paid GrantMIDWEST CHRISTIAN SERVICESCHARITABLE-PETERSON, IA, US$3,500
Paid GrantLUTHERAN BRAILLE EVANGELISM ASSOCIATIONCHARITABLE-WHITE BEAR LAKE, MN, US$1,250
Paid GrantOAK LEYDEN DEVELOPMENT SERVICESCHARITABLE-OAK PARK, IL, US$1,250
Paid GrantCOUNCIL AGAINST DOMESTIC ABUSECHARITABLE-CHEROKEE, IA, US$900
Paid GrantALBERT CITY PARK BOARDCHARITABLE-ALBERT CITY, IA, US$500
Paid GrantALBERT CITY AMERICAN LEGION POST 299CHARITABLE-ALBERT CITY, IA, US$400
Filing and Contact Details

Filer

Filer Name
Sundholm Foundation
EIN
42-6058207
Phone
7127325440
Address
DRAWER 1227, STORM LAKE, IA 50588

Signing Officer

Name
Julia Mooney
Title
Trustee
Phone
7127325440
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Hunzelman Putzier & Coplc
Address
1100 WEST MILWAUKEE P O BOX 398, STORM LAKE, IA 50588-0398
Preparer
Jason Raveling
Phone
7127323653
Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AppliedToPriorYearElection/ElectionDesc0SUNDHOLM FOUNDATION IS ELECTING UNDER SECTION 53.4942(A)-3(D)(2) TO HAVE ITS 2023 DISTRIBUTIONS APPLIED FIRST AGAINST UNDISTRIBUTED INCOME FOR 2022, NEXT AGAINST UNDISTRIBUTED INCOME FOR 2021 AND LAST AGAINST ITS UNDISTRIBUTED INCOME FOR 2023.
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CITIZENS FIRST NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0529 LAKE AVENUE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050588
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07127325440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt58500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1239480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALBERT CITY AMERICAN LEGION POST 299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALBERT CITY FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALBERT CITY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALBERT CITY PARK BOARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ALBERT CITY PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALBERT CITY THRESHERMEN COLLECTORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ALBERT CITY CHAMBER OF COMMERCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7COUNCIL AGAINST DOMESTIC ABUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HOPE HAVEN FBO FAITH HOPE & CHARITY DOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LUTHERAN BRAILLE EVANGELISM ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MIDWEST CHRISTIAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11OAK LEYDEN DEVELOPMENT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12OUR SAVIOR'S LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0117 HWY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 417
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2407 ELM STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3119 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4215 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6119 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91740 EUGENE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt104509 20TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11411 CHICAGO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12401 SPRUCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ALBERT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHEROKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ROCK VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WHITE BEAR LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10PETERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11OAK PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12ALBERT CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd751012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd851247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd955110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1051047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1160302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1250510
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt099280
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08857
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090423
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099280
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083722
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090423
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0285
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST & DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0599
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0599
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES FROM SUNDHOLM INVESTMENT K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016767
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016767
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1533
TaxesSchedule/TaxesDetail/Amt02840
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02840
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA MOONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07127325440
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNDHOLM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CITIZENS 1ST NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0SUND
ReturnHeader/Filer/EIN0426058207
ReturnHeader/Filer/PhoneNum07127325440
ReturnHeader/Filer/USAddress/AddressLine1Txt0DRAWER 1227
ReturnHeader/Filer/USAddress/CityNm0STORM LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050588
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420773724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNZELMAN PUTZIER & COPLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WEST MILWAUKEE P O BOX 398
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STORM LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0505880398
ReturnHeader/PreparerPersonGrp/PhoneNum07127323653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON RAVELING
ReturnHeader/ReturnTs02025-06-26T15:17:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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