Nonprofit · EIN 20-3967708
MCSHANE FAMILY FOUNDATION
Tax-exempt · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $84,400 | $60,028 | $24,372 | $1,273,554 | $0 | $1,273,554 |
| December 31, 2024 | 990-PF | $1,379,301 | $235,916 | $1,143,385 | $1,249,182 | $0 | $1,249,182 |
| December 31, 2023 | 990-PF | $1,317,131 | $192,517 | $1,124,614 | $1,016,125 | $0 | $1,016,125 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,468
- Net gain from sales of assets
- $18,932
Expenses
- Grants and similar amounts paid
- $52,558
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $52,908
- Excise tax on investment income
- $1,146
Balance sheet and other
- Total assets, start of year
- $1,249,182
- Total assets, end of year
- $1,273,554
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,273,554
- Fair market value of assets
- $6,129,728
- Qualifying distributions
- $52,908
- Net investment income
- $84,400
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 |
|---|---|---|---|
| STEPHEN J MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | PRESIDENT, TREASURER, DIRE | 0.1 | $0 |
| KATHLEEN MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | SECRETARY, DIRECTOR | 0.1 | $0 |
| ERIN MCSHANE 906 S VINE ST, DENVER, CO 80209 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN J MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | PRESIDENT, TREASURER, DIRE | 0.1 | $0 |
| KATHLEEN MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | SECRETARY, DIRECTOR | 0.1 | $0 |
| ERIN MCSHANE 906 S VINE ST, DENVER, CO 80209 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN J MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | PRESIDENT, TREASURER, DIRE | 0.1 | $0 |
| KATHLEEN MCSHANE 3971 GULFSHORE BLVD N 1503, NAPLES, FL 34103 | SECRETARY, DIRECTOR | 0.1 | $0 |
| ERIN MCSHANE 906 S VINE ST, DENVER, CO 80209 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 3971 GULF SHORE BLVD N APT 1503, NAPLES, FL 34103-2105
- In care of
- % STEPHEN J MCSHANE
- Signed the 990-PF
- STEPHEN MCSHANE, PRESIDENT
- Phone
- (630) 654-0216
- Return prepared by
- RSM US 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
- 20-3967708
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,273,554
- Income (IRS master file)
- $90,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $84,400 | $60,028 | $1,273,554 | IRS |
| 990-PF | December 2024 | $1,379,301 | $235,916 | $1,249,182 | IRS |
| 990-PF | December 2023 | $1,317,131 | $192,517 | $1,016,125 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 20-3967708).
Questions about MCSHANE FAMILY FOUNDATION
- What is the EIN of MCSHANE FAMILY FOUNDATION?
- The employer identification number (EIN) of MCSHANE FAMILY FOUNDATION is 20-3967708.
- Is MCSHANE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MCSHANE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCSHANE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCSHANE FAMILY 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 MCSHANE FAMILY 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 MCSHANE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MCSHANE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $84,400, expenses of $60,028 and total assets of $1,273,554 at year end.
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