The Sundheim Family Foundation

EIN 83-1563495 • New York, NY

C/O Sunny Cap Mgmt 9 W 57TH STNew York, NY 10019

Siviq Scores

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

0.00x

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

NTEE T • $100M-$250M nonprofits • Source year 2024

0.00x

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

NTEE T • $100M-$250M nonprofits • Source year 2024

88%

Higher net margin than 93% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Source year 2024

Higher top officer pay than 45% of similar nonprofits.

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

NTEE T • $100M-$250M nonprofits • Source year 2024

25%

Faster asset growth than 88% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Annualized from 2023 to 2024

292%

Faster revenue growth than 88% of similar nonprofits.

NTEE T • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets38th percentile

Assets

$104,214,272

Up $21,091,200 (+25%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$104,214,272

Up $21,091,200 (+25%) from 2023

Operations

Liabilities / Revenue38th percentile Net Margin93rd percentile

Revenue

$45,849,834

Up $34,160,925 (+292%) from 2023

Expenses

Down

$5,351,269

Down $3,876,779 (-42%) from 2023

Net Income

$40,498,565

Up $38,037,704 (+1546%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2024

Assets$104,214,272

Liabilities$0

Net Assets$104,214,272

Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2024

Revenue$45,849,834

Expenses$5,351,269

Net Income$40,498,565

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $104,214,272
Liabilities: $0
Net assets: $104,214,272
Revenue: $45,849,834
Expenses: $5,351,269
Net income: $40,498,565

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$104	$0.00	$104	$45.8	$5.35	$40.5
2023Detailed filing. Detailed filing data is available for this year.	$83.1	$0.00	$83.1	$11.7	$9.23	$2.46
2022Detailed filing. Detailed filing data is available for this year.	$80.7	$0.00	$80.7	$13.9	$6.67	$7.27
2021Detailed filing. Detailed filing data is available for this year.	$78.7	$0.00	$78.7	$75.5	$3.47	$72.1
2020Detailed filing. Detailed filing data is available for this year.	$41.6	$0.00	$41.6	$0.01	$4.33	$4.32
2019Detailed filing. Detailed filing data is available for this year.	$46.0	$0.00	$46.0	$0.06	$3.56	$3.50

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Jul 16, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay45th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANIEL SUNDHEIM	President	-	$0	-	-
BRETT SUNDHEIM	Secretary	-	$0	-	-
MARK HALPERN	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Sundheim Family Foundation
EIN: 83-1563495
In Care Of: % EY US LLP
Phone: 2127733000
Address: C/O Sunny Cap Mgmt 9 W 57TH ST, New York, NY 10019

Signing Officer

Name: Mark Halpern
Title: Treasurer
Phone: 2123909149
Signed: 2025-07-16
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer: Joel Friedlander
Phone: 2127733000

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/O SUNNY CAP MGMT 9 W 57TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5078171
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1453197
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	3626749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	7165500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	5079946
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	5712303
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	3626749
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Sunny Ventures LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	DANIEL SUNDHEIM 2020 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	9 WEST 57TH STREET 36TH FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	C/O SUNNY CAP MGMT 9 W 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10019
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	10019
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	20132876
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	5679590
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	7	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	8	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	334303
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	2380429
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	107377
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	4396407
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	198750
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	25213
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	3474943
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	7	4271328
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	8	4944126
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	20,270 SHS OSCAR HEALTH INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	129,653 SHS ROBINHOOD MARKETS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	53 SHS MERCADOLIBRE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	301,951 SHS NU HOLDINGS LTD
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	52,234 SHS BLEND LABS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	5,308 SHS RISKIFIED LTD
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	124,684 SHS ROBINHOOD MARKETS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	7	124,683 SHS ROBINHOOD MARKETS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	8	124,684 SHS ROBINHOOD MARKETS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2024-03-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2024-04-12
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2024-08-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2024-08-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2024-08-29
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2024-09-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2024-10-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	7	2024-11-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	8	2024-12-13
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	346
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	346
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	74247687
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	87193301
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	151244847
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	19407365
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1525
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1525
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	250
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Passthrough INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-426712
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-426712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	260000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	260000
TaxesSchedule/TaxesDetail/Amt	0	10977
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES PAID
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK HALPERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2123909149
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Sundheim Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SUND
ReturnHeader/Filer/EIN	0	831563495
ReturnHeader/Filer/InCareOfNm	0	% EY US LLP
ReturnHeader/Filer/PhoneNum	0	2127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O Sunny Cap Mgmt 9 W 57TH ST
ReturnHeader/Filer/USAddress/CityNm	0	New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10019
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	100018604
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2127733000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOEL FRIEDLANDER
ReturnHeader/ReturnTs	0	2025-07-21T01:21:53-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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