Nonprofit · EIN 87-4593675
TONY MCLELLAN CHARITABLE TRUST
Tax-exempt · STAMFORD, CT 06903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $112,503 | $406,674 | -$294,171 | $5,372,695 | $0 | $5,372,695 |
| December 31, 2023 | 990-PF | $6,045,453 | $378,587 | $5,666,866 | $5,666,866 | $0 | $5,666,866 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $112,503
Expenses
- Grants and similar amounts paid
- $365,653
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $374,679
- Excise tax on investment income
- $1,161
Balance sheet and other
- Total assets, start of year
- $5,666,866
- Total assets, end of year
- $5,372,695
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,372,695
- Fair market value of assets
- $6,383,493
- Qualifying distributions
- $374,679
- Net investment income
- $112,503
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 |
|---|---|---|---|
| RICHARD L TRUE 2462 LONG RIDGE ROAD, STAMFORD, CT 06903 | TRUSTEE | 1 | $5,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD L TRUE 2462 LONG RIDGE ROAD, STAMFORD, CT 06903 | TRUSTEE | 1 | $0 |
| NEHEMIAH MCLELLAN JR REVOCABLE TRUS 2462 LONG RIDGE ROAD, STAMFORD, CT 06903 | MANAGER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2462 LONG RIDGE RD, STAMFORD, CT 06903-1633
- In care of
- % RICHARD L TRUE - TRUSTEE
- Signed the 990-PF
- RICHARD L TRUE, TRUSTEE
- Phone
- (203) 322-5695
- Return prepared by
- CBIZ ADVISORS LLC
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 | Not 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
- 87-4593675
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $5,372,695
- Income (IRS master file)
- $212,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $112,503 | $406,674 | $5,372,695 | XML |
| 990-PF | December 2023 | $6,045,453 | $378,587 | $5,666,866 | XML |
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 87-4593675).
Questions about TONY MCLELLAN CHARITABLE TRUST
- What is the EIN of TONY MCLELLAN CHARITABLE TRUST?
- The employer identification number (EIN) of TONY MCLELLAN CHARITABLE TRUST is 87-4593675.
- Is TONY MCLELLAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to TONY MCLELLAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TONY MCLELLAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TONY MCLELLAN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TONY MCLELLAN CHARITABLE TRUST 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 TONY MCLELLAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $5,000 (RICHARD L TRUE, TRUSTEE).
- How much revenue does TONY MCLELLAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $112,503, expenses of $406,674 and total assets of $5,372,695 at year end.
Other nonprofits in STAMFORD
- CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC EIN 06-0665191 · last filed 990 for 2025
- BUILDING ONE COMMUNITY CORP EIN 27-5024317 · last filed 990 for 2025
- DOMESTIC VIOLENCE CRISIS CENTER EIN 06-1057356 · last filed 990 for 2025
- FRIENDS OF SILVERSOURCE INC EIN 06-0646916 · last filed 990-PF for 2025
- SAINT JOSEPH PARENTING CENTER EIN 27-0490589 · last filed 990 for 2025
- FAIRFIELD COUNTY HOSPICE HOUSE INC EIN 45-4166197 · last filed 990 for 2024
- REALIST LAB EIN 87-2050144 · last filed 990 for 2024
- HUGHES HOLDEN FOUNDATION EIN 93-1425747 · last filed 990 for 2024