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Nonprofit · EIN 13-7002920

MCKEEN FUND

Also known as DALY JAMES J TTEE

Tax-exempt · GARDEN CITY, NY 11530

Financials

$378K$765K2023$583K$785K2024$612K$794K2025
Revenue Expenses · by fiscal year end
Financials of MCKEEN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$611,852$794,284-$182,432$8,393,511$0$8,393,511
December 31, 2024990-PF$582,601$784,812-$202,211$8,575,949$2$8,575,947
December 31, 2023990-PF$378,350$764,876-$386,526$8,778,261$0$8,778,261
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$170,996
Interest
$74,665
Net gain from sales of assets
$365,355
Other income
$836

Expenses

Grants and similar amounts paid
$417,400
Compensation of officers, directors and key employees
$50,000
Salaries, compensation and benefits (total)
$149,972
Disbursements for charitable purposes
$687,459
Excise tax on investment income
$7,119

Balance sheet and other

Total assets, start of year
$8,575,949
Total assets, end of year
$8,393,511
Total liabilities, end of year
$0
Net assets, end of year
$8,393,511
Fair market value of assets
$11,074,350
Qualifying distributions
$687,459
Net investment income
$611,852

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.

NameTitleHours / weekCompensationOther / benefits
BETH A DALY
C/O BESSEMER TR FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
EXECUTIVE DIRECTOR
Highest-paid employee
38$149,972$50,478
JAMES J DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE18.75$50,000$0
BETH A DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE0$0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensationOther / benefits
BETH A DALY
C/O BESSEMER TR FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
EXECUTIVE DIRECTOR
Highest-paid employee
39$144,900$48,386
JAMES J DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE22.52$60,000$0
BETH A DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE0$0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensationOther / benefits
BETH A DALY
C/O BESSEMER TR FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
EXECUTIVE DIRECTOR
Highest-paid employee
39$138,000$34,811
JAMES J DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE25.94$60,000$0
BETH A DALY
BESSEMER TR OF FL 222 ROYAL PALM, WAY, PALM BEACH, FL 33480
TRUSTEE0$0$0

Address and contacts

Address (IRS master file)
1055 FRANKLIN AVE, GARDEN CITY, NY 11530-2903
In care of
% BESSEMER TRUST CO OF FLORIDA
Signed the 990-PF
BETH DALY, EXECUTIVE DIRECTOR
Phone
(516) 741-6767
Return prepared by
ALBERT M VANASCO CPA PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7002920
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,393,511
Income (IRS master file)
$2,446,165

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$611,852$794,284$8,393,511IRS
990-PFDecember 2024$582,601$784,812$8,575,949IRS
990-PFDecember 2023$378,350$764,876$8,778,261XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 13-7002920).

Questions about MCKEEN FUND

What is the EIN of MCKEEN FUND?
The employer identification number (EIN) of MCKEEN FUND is 13-7002920.
Is MCKEEN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to MCKEEN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCKEEN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MCKEEN FUND 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 MCKEEN FUND 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 MCKEEN FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $149,972 (BETH A DALY, EXECUTIVE DIRECTOR).
How much revenue does MCKEEN FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $611,852, expenses of $794,284 and total assets of $8,393,511 at year end.

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