Nonprofit · EIN 45-3077311
MCSWEENEY FAMILY CHARITABLE FOUNDATION
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $328,127 | $54,795 | $273,332 | $701,282 | $0 | $701,282 |
| December 31, 2023 | 990-PF | $113,482 | $15,619 | $97,863 | $427,950 | $0 | $427,950 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $301,119
- Dividends
- $15,097
- Net gain from sales of assets
- $11,911
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $47,984
- Excise tax on investment income
- $3,141
Balance sheet and other
- Total assets, start of year
- $427,950
- Total assets, end of year
- $701,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $701,282
- Fair market value of assets
- $1,457,039
- Qualifying distributions
- $47,984
- Net investment income
- $232,805
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MCSWEENEY 7450 OLIVETAS AVE APT NO 308, LA JOLLA, CA 92037 | DIRECTOR | 1 | $0 |
| STEPHEN ALEXANDER 5473 COACH LANE, SAN DIEGO, CA 92130 | PRESIDENT | 1 | $0 |
| MICHELLE ALEXANDER 5473 COACH LANE, SAN DIEGO, CA 92130 | SECRETARY | 1 | $0 |
| MATTHEW MCSWEENEY 4980 BEAUCHAMP CT, SAN DIEGO, CA 92130 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MCSWEENEY 1723 CALLE DE ANDLUCA, LA JOLLA, CA 92037 | DIRECTOR | 1 | $0 |
| STEPHEN ALEXANDER 1723 CALLE DE ANDLUCA, LA JOLLA, CA 92037 | PRESIDENT | 1 | $0 |
| MARY MCSWSEENEY 1723 CALLE DE ANDLUCA, LA JOLLA, CA 92037 | DIRECTOR | 1 | $0 |
| MICHELLE ALEXANDER 1723 CALLE DE ANDLUCA, LA JOLLA, CA 92037 | SECRETARY | 1 | $0 |
| MATTHEW MCSWEENEY 1723 CALLE DE ANDLUCA, LA JOLLA, CA 92037 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5473 COACH LN, SAN DIEGO, CA 92130-3746
- In care of
- % DANIEL MCSWEENEY
- Signed the 990-PF
- STEPHEN ALEXANDER, PRESIDENT
- Phone
- (858) 352-6970
- Return prepared by
- GATTO POPE & WALWICK LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-3077311 or by the name MCSWEENEY FAMILY CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Check at the IRS |
| 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
- 45-3077311
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $586,016
- Income (IRS master file)
- $15,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $328,127 | $54,795 | $701,282 | XML |
| 990-PF | December 2023 | $113,482 | $15,619 | $427,950 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 45-3077311).
Questions about MCSWEENEY FAMILY CHARITABLE FOUNDATION
- What is the EIN of MCSWEENEY FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MCSWEENEY FAMILY CHARITABLE FOUNDATION is 45-3077311.
- Is MCSWEENEY FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MCSWEENEY FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCSWEENEY FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCSWEENEY FAMILY 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 MCSWEENEY FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MCSWEENEY FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does MCSWEENEY FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $328,127, expenses of $54,795 and total assets of $701,282 at year end.
Other nonprofits in SAN DIEGO
- THE SAN DIEGO FOUNDATION EIN 95-2942582 · last filed 990 for 2025
- JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EIN 95-2504044 · last filed 990 for 2025
- ARAM AND LAILANI FOUNDATION EIN 33-2185493 · last filed 990-PF for 2025
- CONRAD PREBYS FOUNDATION EIN 20-3216993 · last filed 990-PF for 2024
- RADY CHILDRENS HOSPITAL FOUNDATION SAN DIEGO EIN 33-0170626 · last filed 990 for 2025
- RADY FOUNDATION EIN 85-0715670 · last filed 990-PF for 2025
- TORREY COAST FOUNDATION EIN 85-4224393 · last filed 990-PF for 2024
- KASPERICK FOUNDATION EIN 46-4363196 · last filed 990-PF for 2025
All nonprofits in SAN DIEGO · California · Philanthropy, voluntarism and grantmaking foundations