Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SUNA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)42-22 22ND STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG ISLAND CITY, NY11101
A Employer identification number

85-3941805
B Telephone number (see instructions)

(917) 751-6227
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,712,757J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 369,919 369,919  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 597,569
b Gross sales price for all assets on line 6a 4,840,968
7 Capital gain net income (from Part IV, line 2)... 597,569
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 967,488 967,488  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
341 171   170
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
350 175   175
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
147,313 147,313   0
17 Interest............... 905 905   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,053 68   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29 0   29
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 155,991 148,632   374
25 Contributions, gifts, grants paid....... 948,250 948,250
26 Total expenses and disbursements. Add lines 24 and 25 1,104,241 148,632   948,624
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,753
b Net investment income (if negative, enter -0-) 818,856
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 193,796 37,870 37,870
2 Savings and temporary cash investments......... 331,725 385,663 385,663
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,233,005 Click to see attachment
List of Attached Documents:
// Content
926,824 		926,824
b Investments—corporate stock (attach schedule)....... 10,455,532 Click to see attachment
List of Attached Documents:
// Content
11,555,661 		11,555,661
c Investments—corporate bonds (attach schedule)....... 1,143,872 Click to see attachment
List of Attached Documents:
// Content
1,407,931 		1,407,931
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,712,208 Click to see attachment
List of Attached Documents:
// Content
3,398,808 		3,398,808
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,070,138 17,712,757 17,712,757
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,070,138 17,712,757
29 Total net assets or fund balances (see instructions)..... 17,070,138 17,712,757
30 Total liabilities and net assets/fund balances (see instructions). 17,070,138 17,712,757
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,070,138
2
Enter amount from Part I, line 27a .....................
2
-136,753
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
782,844
4
Add lines 1, 2, and 3 ..........................
4
17,716,229
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,472
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,712,757
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,232,233   1,181,278 50,955
b 3,608,735   3,062,121 546,614
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       50,955
b       546,614
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 597,569
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11,382
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,382
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,382
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 94
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,524
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,523 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMAGDALENA CZERNIAWSKI CPA Telephone no.right arrow (212) 201-3125

Located atright arrow685 THIRD AVENUENEW YORKNY ZIP+4right arrow10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALAN SUNA PRESIDENT
1.00 		0 0 0
42-22 22ND STREET
LONG ISLAND CITY,NY11101
JOANNE SUNA VICE PRESIDENT
1.00 		0 0 0
42-22 22ND STREET
LONG ISLAND CITY,NY11101
RACHEL SUNA BRITCHKOW SECRETARY
1.00 		0 0 0
42-22 22ND STREET
LONG ISLAND CITY,NY11101
JOSHUA SUNA TREASURER
1.00 		0 0 0
42-22 22ND STREET
LONG ISLAND CITY,NY11101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,002,428
b
Average of monthly cash balances.......................
1b
640,469
c
Fair market value of all other assets (see instructions)................
1c
2,231,646
d
Total (add lines 1a, b, and c).........................
1d
17,874,543
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
17,874,543
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
268,118
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,606,425
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
880,321
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
880,321
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,382
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,382
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
868,939
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
868,939
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
868,939
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
948,624
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
948,624
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 868,939
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 59,731
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 948,624
a Applied to 2023, but not more than line 2a 59,731
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 868,939
e Remaining amount distributed out of corpus 19,954
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 19,954
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		19,954
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 19,954
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ALAN SUNA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CHILD MIND INSTITUTE

215 E 50TH ST
NEW YORK,NY10022 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

CHILDREN'S TUMOR FOUNDATION

697 THIRD AVENUE SUITE 418
NEW YORK,NY10017 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

CORNELL UNIVERSITY

616 THURSTON AVE
ITHACA,NY14853 		  PC TO FURTHER DONEES EXEMPT PURPOSE 500,000

JCCA

57 WILLOUGHBY ST
BROOKLYN,NY11201 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

MONTEFIORE EINSTEIN

111 E 210TH ST
BRONX,NY10467 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

OPEN DOOR FOUNDATION

165 MAIN STREET
OSSINING,NY10562 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

OSSINING CHILDREN'S CENTER

32 STATE STREET
OSSINING,NY10562 		  PC TO FURTHER DONEES EXEMPT PURPOSE 15,000

QUEENS MUSEUM

FLUSHING MEADOWS CORONA PARK
CORONA,NY11368 		  PC TO FURTHER DONEES EXEMPT PURPOSE 60,250

RENEW QUEENS INC

47-20 11TH STREET
LONG ISLAND CITY,NY11101 		  PC TO FURTHER DONEES EXEMPT PURPOSE 6,000

RETHINK FOUNDATION

1284 HIGHWAY 17
MONTEVALLO,AL35115 		  PC TO FURTHER DONEES EXEMPT PURPOSE 6,000

SPCA WESTCHESTER

590 N STATE RD
BRIARCLIFF MANOR,NY10510 		  PC TO FURTHER DONEES EXEMPT PURPOSE 10,000

SUNNYSIDE COMMUNITY SERVICES

43-31 39TH ST
SUNNYSIDE,NY11104 		  PC TO FURTHER DONEES EXEMPT PURPOSE 1,000

UJA FEDERATION NEW YORK

130 E 59TH ST
NEW YORK,NY10022 		  PC TO FURTHER DONEES EXEMPT PURPOSE 25,000

QUEENS MUSEUM

FLUSHING MEADOWS CORONA PARK
CORONA,NY11368 		  PC TO FURTHER DONEES EXEMPT PURPOSE 245,000
Total .................................right arrow 3a 948,250
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 369,919  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 597,569  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 967,488 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
967,488
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CBIZ INC 350 175   175

TY 2024 InvestmentsCorpBondsSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Name of Bond End of Year Book Value End of Year Fair Market Value
FFCB 48,806 48,806
FFCB AAA S&P 59,247 59,247
FFCB AAA S&P 99,732 99,732
PUBLIC SERVICE ENTE 3% 59,574 59,574
CITIGROUP INC. 4% 39,557 39,557
THE WALT DISNEY C 3.7% 59,573 59,573
CHEVRON CORP 2.954% 58,788 58,788
THE GOLDMAN SACHS 1.4% 66,528 66,528
JPMORGAN CHASE 2.95% 58,457 58,457
BRISTOL-MYERS SQU 6.8% 66,500 66,500
AMERICAN EXPRESS 3.3% 33,902 33,902
APPLE INC. 2.9% 96,140 96,140
BNY MELLON INVESTME 3% 70,031 70,031
THE HOME DEPOT-3.9% 48,731 48,731
MASTERCARD INC 93,176 93,176
BANK OF AMERICA 39,932 39,932
ESTEE LAUDERCO 44,495 44,495
CVS HEALTH CORP 3.75% 59,535 59,535
NEXTERA ENERGY 42,357 42,357
NORTHREN TRUST 6.125 63,306 63,306
ADOBE INC 49,456 49,456
RHODE ISLAND 55,365 55,365
NEW YORK NY CIT 47,725 47,725
LOUDOUN CNTY 47,018 47,018

TY 2024 InvestmentsCorpStockSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Name of Stock End of Year Book Value End of Year Fair Market Value
BIO-TECHNE CORP 16,495 16,495
BROWN & BROWN INC 63,865 63,865
CACI INTL INC 18,991 18,991
CDW CORP 41,596 41,596
CLEAN HBRS INC 41,655 41,655
CORE & MAIN INC 57,681 57,681
DAYFORCE INC 57,095 57,095
EMCOR GROUP INC 31,773 31,773
ENTEGRIS INC 30,015 30,015
FORTUNE BRANDS INNOVATIO 50,564 50,564
ITT INC 61,581 61,581
LABCORP HLDGS INC 30,500 30,500
LIVE NATION ENTRTMNT 78,477 78,477
MARTIN MARIETTA MATERIAL 60,947 60,947
MIDDLEBY CORP THE 67,319 67,319
MORNINGSTAR INC 62,637 62,637
PAYCHEX INC 34,214 34,214
PTC INC 14,710 14,710
SERVICE CORP INTL 56,273 56,273
SIGNET JEWLERS LTD 38,499 38,499
SMITH A O CORP 26,534 26,534
STERIS PLC F 48,718 48,718
TELEDYNE TECHNOLOGIE 36,666 36,666
TORO CO 30,598 30,598
TRACTOR SUPPLY COMP 35,816 35,816
TRIMBLE INC 61,616 61,616
VIKING HLDGS LTD F 57,895 57,895
WABTEC 73,940 73,940
QUANTA SERVICES INC 14,538 14,538
REVVITY INC 15,402 15,402
TEMPUR SEALY INTERNTNL I 78,789 78,789
SPROTT PHYSICAL GOLD ETV 244,097 244,097
CAUSEWAY INTERNATIONAL V 324,153 324,153
HARDING LOEVNER INTERNAT 185,325 185,325
ADDUS HOMECARE CORP 27,577 27,577
ADVANCED ENERGY IND 22,895 22,895
ALAMO GROUP INC 23,239 23,239
AMBARELLA INC 21,167 21,167
AMN HEALTHCARE SRVCS 7,941 7,941
ATLANTIC UNION BANKSHARE 27,387 27,387
AVANOS MEDICAL INC 15,299 15,299
BALCHEM CORP 22,493 22,493
BENCHMARK ELECTRONIC 27,694 27,694
BLACKBAUD INC 21,954 21,954
BOOT BARN HOLDINGS 34,919 34,919
C S W INDUSTRIALS INC 24,696 24,696
C T S CORP 17,137 17,137
CASS INFORMATION SYS 13,868 13,868
CHESAPEAKE UTIL CORP 17,110 17,110
COHU INC 17,008 17,008
DIODES INC 18,624 18,624
DORMAN PRODUCTS INC 27,076 27,076
ENERSYS 22,553 22,553
ENPRO INDUSTRIES INC 32,766 32,766
ESCO TECHNOLOGIES INC 25,443 25,443
EXLSERVICE HOLDINGS 28,936 28,936
FRANKLIN ELECTRIC CO 17,833 17,833
I C F INTERNTNL 25,869 25,869
IDACORP INC 21,965 21,965
INTEGER HLDGS CORP 39,226 39,226
KAISER ALUMINUM CORP 20,167 20,167
KFORCE INC 25,572 25,572
KORN FERRY 25,294 25,294
LGI HOMES INC 17,254 17,254
LIVERAMP HLDGS INC 16,278 16,278
MARCUS & MILLICHAP 26,552 26,552
MERCANTILE BANK CORP 13,569 13,569
MOELIS & CO 33,098 33,098
MONARCH CASINO&RESRT 22,960 22,960
NETSTREIT CORP 13,584 13,584
NORTHERN OIL AND GAS 23,708 23,708
OLLIES BARGAIN OUTLET HO 31,163 31,163
ORIGIN BANCORP INC 16,146 16,146
PATRICK INDS INC 26,918 26,918
POWER INTEGRATIONS 20,238 20,238
SEACOAST BK CORP FLA 19,133 19,133
SELECTIVE INS GROUP 30,394 30,394
SOUTHSTATE CORP 19,995 19,995
STEWART INFO SVCS CO 23,554 23,554
SUPERNUS PHARMA 13,162 13,162
THE BALDWIN INSURANCE SVCS 19,419 19,419
U M B FINL CORP 22,911 22,911
ACUSHNET HOLDINGS CORP 19,973 19,973
ENOVIS CORP 25,582 25,582
NV5 GLOBAL INC 19,349 19,349
SIMULATIONS PLUS INC 11,965 11,965
SM ENERGY CO 23,178 23,178
VIAVI SOLUTIONS INC 13,675 13,675
VITAL ENERGY INC 15,213 15,213
AGREE REALTY CORP 12,188 12,188
CARETRUST REIT INC 15,446 15,446
SUNSTONE HOTEL INVTS 16,659 16,659
ANSYS INC 13,831 13,831
APPFOLIO INC 19,738 19,738
ATLASSIAN CORP 10,465 10,465
CADENCE DESIGN SYS INC 12,319 12,319
CARMAX INC 15,780 15,780
CBRE GROUP INC 24,551 24,551
COSTAR GROUP INC 25,057 25,057
ECOLAB INC 28,118 28,118
EDWARDS LIFESCIENCES 11,993 11,993
ENDAVA PLC 4,666 4,666
ENTEGRIS INC 8,420 8,420
FASTENAL CO 5,321 5,321
FLOOR & DECOR HOLDINGS I 10,269 10,269
GOOSEHEAD INSURANCE INC 21,980 21,980
GUIDEWIRE SOFTWARE 16,352 16,352
HEICO CORP 22,888 22,888
IDEX CORP 9,209 9,209
MARKEL CORP 24,167 24,167
MEDPACE HLDGS INC 7,974 7,974
METTLER-TOLEDO INTL INC 13,460 13,460
MICROCHIP TECHNOLOGY INC 8,430 8,430
MONOLITHIC PWR SYS INC 9,467 9,467
MOODYS CORP 15,148 15,148
MSCI INC 12,000 12,000
OLD DOMINION FREIGHT 22,579 22,579
SITEONE LANDSCAPE SUPPLY 9,883 9,883
TRANSDIGM GROUP INC 19,009 19,009
TYLER TECHNOLOGIES 6,920 6,920
VEEVA SYSTEMS INC 27,122 27,122
VERISK ANALYTICS INC 6,886 6,886
VULCAN MATERIALS COM 31,125 31,125
WASTE CONNECTIONSINC 17,501 17,501
WEST PHARMACEUTICAL SVCS 18,671 18,671
WNS HOLDINGS LIMITED F 12,464 12,464
BIO-TECHNE CORP 22,761 22,761
KINSALE CAPITAL GROUP IN 13,024 13,024
REPLIGEN CORP 15,114 15,114
VERALTO CORP 23,935 23,935
ALLSTATE CORP 14,459 14,459
AMEREN CORP 17,293 17,293
AUTOZONE INC 16,010 16,010
BAKER HUGHES CO. 14,480 14,480
BRUNSWICK CORP 7,826 7,826
CAE INC F 20,710 20,710
C M S ENERGY CORP 16,862 16,862
CNH INDL N V F 9,970 9,970
CONAGRA BRANDS INC 15,374 15,374
COUSINS PPTYS INC 13,604 13,604
CROWN HLDGS INC 16,290 16,290
DIAMONDBACK ENERGY 10,485 10,485
DOLLAR TREE INC 19,634 19,634
ELECTRONIC ARTS INC 12,582 12,582
EXPAND ENERGY CORP 18,118 18,118
EXPEDIA GROUP INC. 22,732 22,732
F M C CORP 14,875 14,875
GATES INDL CORP PLC 22,586 22,586
HANOVER INSURANCE 22,116 22,116
HOLOGIC INC 12,039 12,039
HUMANA INC 12,939 12,939
JONES LANG LASALLE INC 13,416 13,416
L3HARRIS TECHNOLOGIES IN 18,084 18,084
LITTELFUSE INC 18,616 18,616
M & T BANK CORP 8,460 8,460
NORFOLK SOUTHN CORP 16,194 16,194
PINNACLE FINL PARTNR 11,553 11,553
PUB SVC ENTERPISE GP 17,405 17,405
QUEST DIAGNOSTIC INC 15,539 15,539
REGAL BELOIT CORP 17,530 17,530
S B A COMMUNICATIONS 9,782 9,782
SNAP ON INC 17,653 17,653
SYNCHRONY FINL 11,700 11,700
TYSON FOODS INC 10,052 10,052
AVANTOR INC 17,636 17,636
COGNIZANT TECH SOLU 15,688 15,688
FIRST HORIZON CORP 11,963 11,963
GLOBAL PAYMENTS INC 16,249 16,249
KEYSIGHT TECH INC 15,742 15,742
MIDDLEBY CORP THE 18,015 18,015
RESTAURANT BRANDS F 17,142 17,142
ABBOTT LABORATORIES 131,321 131,321
ABBVIE INC 36,784 36,784
ACCENTURE PLC IRELAND F 36,234 36,234
AMAZON.COM, INC. 73,057 73,057
AMERICAN INTL GROUP 164,819 164,819
AON PLC F 80,811 80,811
BANK AMERICA CORP 134,135 134,135
BECTON DICKINSON&CO 74,413 74,413
BERKSHIRE HATHAWAY 131,904 131,904
BUILDERS FIRSTSOURCE INC 44,022 44,022
CARMAX INC 83,150 83,150
CATERPILLAR INC 66,022 66,022
COLGATE PALMOLIVE CO 67,819 67,819
CONOCOPHILLIPS 139,334 139,334
DEERE & CO 65,674 65,674
DOMINION ENERGY INC 44,219 44,219
FREEPORT-MCMORAN INC 48,590 48,590
GENERAL MOTORS CO 103,930 103,930
HARTFORD FINL SVC GP 53,387 53,387
HCA HEALTHCARE INC 66,633 66,633
HOME DEPOT INC 41,233 41,233
INTERNTNL PAPER CO 39,773 39,773
KEYCORP NEW 58,567 58,567
LABCORP HLDGS INC 75,217 75,217
LULULEMON ATHELTICA INC 62,715 62,715
L3HARRIS TECHNOLOGIES IN 53,621 53,621
MARTIN MARIETTA MATERIAL 48,551 48,551
MEDTRONIC PLC 59,830 59,830
N V R INC 40,895 40,895
NASDAQ INC 63,858 63,858
PARKER-HANNIFIN CORP 33,710 33,710
PFIZER INC 92,112 92,112
SS&C TECHNOLOGS HLDG 72,067 72,067
STARBUCKS CORP 49,731 49,731
SYSCO CORP 94,505 94,505
TEXAS INSTRUMENTS 113,444 113,444
UNION PACIFIC CORP 75,937 75,937
VISA INC 68,581 68,581
WASTE MANAGEMENT INC 73,048 73,048
WELLS FARGO & CO 43,338 43,338
ALLSTATE CORP 25,641 25,641
DIAMONDBACK ENERGY 77,328 77,328
FERGUSON PLC NEW F 56,931 56,931
REGAL REXNORD CORP 59,415 59,415
S B A COMMUNICATIONS 59,102 59,102
TARGET CORP 66,644 66,644
MICROSOFT CORP 201,477 201,477
WELLS FARGO & 4.75% PFD 23,664 23,664
DRIEHAUS MICRO CAP GROWT 449,389 449,389
SMEAD VALUE 473,603 473,603
INTUIT INC 110,616 110,616
MICROSOFT CORP 173,237 173,237
NVIDIA CORP 207,344 207,344
VERISK ANALYTICS INC 49,853 49,853
VISA INC 107,138 107,138
AGILENT TECHNOLOGIES 33,719 33,719
AIRBNB INC 60,054 60,054
ALPHABET INC. 100,708 100,708
AMAZON.COM INC 202,278 202,278
ARES MGMT CORP 64,085 64,085
CADENCE DESIGN SYS 69,106 69,106
CARRIER GLOBAL CORP 23,277 23,277
CHIPOTLE MEXICAN GRL 50,773 50,773
DANAHER CORP 69,783 69,783
DATADOG INC 37,723 37,723
DYNATRACE INC 57,937 57,937
ECOLAB INC 38,663 38,663
FORTIVE CORP DISC 29,325 29,325
GALLAGHER ARTHUR J & CO 78,343 78,343
GE AEROSPACE 39,196 39,196
INTUITIVE SURGICAL INC 41,235 41,235
KKR & CO INC 117,145 117,145
KLA CORP 47,889 47,889
MARVELL TECHNOLOGY INC 111,665 111,665
MONOLITHIC POWER SYS 55,620 55,620
MSCI INC 48,601 48,601
PROGRESSIVE CORP OH 90,333 90,333
SERVICE NOW INC 111,313 111,313
THE TRADE DESK INC 16,807 16,807
THERMO FISHER SCNTFC 45,260 45,260
UBER TECHNOLOGIES INC 61,588 61,588
VERALTO CORP 48,379 48,379
WEST PHARM SRVC INC 65,512 65,512
WORKDAY INC 57,025 57,025

TY 2024 InvestmentsGovtObligationsSch
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
US Government Securities - End of Year Book Value:

926,824
US Government Securities - End of Year Fair Market Value:

926,824
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BRIXMOR PROPERTY GROUP I FMV 17,845 17,845
MID AMERICA APARTMENT CO FMV 13,757 13,757
GREENBACKER RENEWABLE ENERGY FMV 533,378 533,378
EXTRA SPACE STORGE FMV 54,754 54,754
GREENLAKE REAL ESTATE FU FMV 547,437 547,437
PSG OFFSHORE FUND FMV 617,363 617,363
ORBI MED PARTNERS FMV 352,242 352,242
SUVRETTA OFFSHORE FMV 6,218 6,218
ORBIMED NH FMV 68,490 68,490
DAVIDSON KEMPNER FMV 1,187,324 1,187,324

TY 2024 LegalFeesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CARTER LEDYARD MILBURN LLP 341 171   170


TY 2024 OtherDecreasesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Description Amount
COST BASIS ADJUSTMENT 3,472


TY 2024 OtherExpensesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 29 0   29


TY 2024 OtherIncreasesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Description Amount
UNREALIZED GAIN ADJUSTMENT 782,844


TY 2024 OtherProfessionalFeesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHARLES SCHWAB 147,313 147,313   0


TY 2024 TaxesSchedule
Name:
SUNA FAMILY FOUNDATION
EIN:
85-3941805
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 68 68   0
FEDERAL TAX PAID 6,985 0   0