Nonprofit · EIN 26-3313677
MCSWEENEY FOUNDATION INC
Tax-exempt · UTICA, NY 13501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $75,960 | $86,046 | -$10,086 | $786,309 | $0 | $786,309 |
| December 31, 2024 | 990-PF | $130,057 | $142,035 | -$11,978 | $796,395 | $0 | $796,395 |
| December 31, 2023 | 990-PF | $30,767 | $116,725 | -$85,958 | $815,873 | $7,500 | $808,373 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,750
- Interest
- $2,252
- Net gain from sales of assets
- $51,958
Expenses
- Grants and similar amounts paid
- $83,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $83,000
- Excise tax on investment income
- $1,056
Balance sheet and other
- Total assets, start of year
- $796,395
- Total assets, end of year
- $786,309
- Total liabilities, end of year
- $0
- Net assets, end of year
- $786,309
- Fair market value of assets
- $976,996
- Qualifying distributions
- $83,000
- Net investment income
- $75,960
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 |
|---|---|---|---|
| L MICHAEL FITZGERALD 291 GENESEE STREET, UTICA, NY 13501 | TREASURER | 0.25 | $0 |
| EDGAR S K MERRELL 3RD 7624 NORTH STATE STREET, LOWVILLE, NY 13367 | PRESIDENT/SECRETARY | 0.25 | $0 |
| RICK L NORTZ 7579 CHURCH STREET, LOWVILLE, NY 13367 | VICE PRESIDENT | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L MICHAEL FITZGERALD 291 GENESEE STREET, UTICA, NY 13501 | TREASURER | 0.25 | $0 |
| EDGAR S K MERRELL 3RD 7624 NORTH STATE STREET, LOWVILLE, NY 13367 | PRESIDENT/SECRETARY | 0.25 | $0 |
| RICK L NORTZ 7579 CHURCH STREET, LOWVILLE, NY 13367 | VICE PRESIDENT | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L MICHAEL FITZGERALD 291 GENESEE STREET, UTICA, NY 13501 | TREASURER | 0.25 | $0 |
| EDGAR S K MERRELL 3RD 7624 NORTH STATE STREET, LOWVILLE, NY 13367 | PRESIDENT/SECRETARY | 0.25 | $0 |
| RICK L NORTZ 7579 CHURCH STREET, LOWVILLE, NY 13367 | VICE PRESIDENT | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 291 GENESEE ST CO MIKE FITZGERALD, UTICA, NY 13501-3813
- In care of
- % EDGAR S K MERRELL 3RD
- Signed the 990-PF
- L MICHAEL FITZGERALD, TREASURER
- Phone
- (315) 724-2145
- Return prepared by
- FITZGERALD DEPIETRO & WOJNAS CPAS 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 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
- 26-3313677
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $786,309
- Income (IRS master file)
- $475,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $75,960 | $86,046 | $786,309 | IRS |
| 990-PF | December 2024 | $130,057 | $142,035 | $796,395 | IRS |
| 990-PF | December 2023 | $30,767 | $116,725 | $815,873 | 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 26-3313677).
Questions about MCSWEENEY FOUNDATION INC
- What is the EIN of MCSWEENEY FOUNDATION INC?
- The employer identification number (EIN) of MCSWEENEY FOUNDATION INC is 26-3313677.
- Is MCSWEENEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MCSWEENEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCSWEENEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCSWEENEY FOUNDATION INC 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 MCSWEENEY FOUNDATION INC 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 MCSWEENEY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MCSWEENEY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $75,960, expenses of $86,046 and total assets of $786,309 at year end.
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