Nonprofit · EIN 04-6640238
WILLIAM J MCKEE CHARITABLE FOUNDATION
Also known as MCKEE WILLIAM J JR TTEE
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $141,585 | $442,002 | -$300,417 | $1,704,356 | $0 | $1,704,356 |
| December 31, 2024 | 990-PF | $462,986 | $429,179 | $33,807 | $2,003,775 | $0 | $2,003,775 |
| December 31, 2023 | 990-PF | $177,602 | $358,024 | -$180,422 | $1,971,025 | $0 | $1,971,025 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $87,990
- Net gain from sales of assets
- $53,595
Expenses
- Grants and similar amounts paid
- $345,000
- Disbursements for charitable purposes
- $390,947
- Excise tax on investment income
- $1,336
Balance sheet and other
- Total assets, start of year
- $2,003,775
- Total assets, end of year
- $1,704,356
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,704,356
- Fair market value of assets
- $8,562,166
- Qualifying distributions
- $390,947
- Net investment income
- $141,585
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $71,574 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMNER B TILTON JR 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
- Signed the 990-PF
- SUMNER B TILTON JR, TRUSTEE
- Phone
- (508) 459-8000
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6640238
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,704,356
- Income (IRS master file)
- $221,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $141,585 | $442,002 | $1,704,356 | IRS |
| 990-PF | December 2024 | $462,986 | $429,179 | $2,003,775 | IRS |
| 990-PF | December 2023 | $177,602 | $358,024 | $1,971,025 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6640238).
Questions about WILLIAM J MCKEE CHARITABLE FOUNDATION
- What is the EIN of WILLIAM J MCKEE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLIAM J MCKEE CHARITABLE FOUNDATION is 04-6640238.
- Is WILLIAM J MCKEE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WILLIAM J MCKEE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM J MCKEE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM J MCKEE CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM J MCKEE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM J MCKEE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WILLIAM J MCKEE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $141,585, expenses of $442,002 and total assets of $1,704,356 at year end.
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