MCSWEENEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MCSWEENEY FAMILY CHARITABLE FOUNDATION (EIN 45-3077311)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201532239349100033
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T13:45:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453077311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McSweeney Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCSW | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel T McSweeny | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $689,838 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $228,385 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $243 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,368 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,188 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $249,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,214 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,125 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $312 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,402 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,385 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $234,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,809 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $547,770 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $118,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,940 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,683 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $366,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $582,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $689,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $366,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $582,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $582,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $582,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,714 | ExcessRevenueOverExpensesAmt |
| Subtotal | $582,134 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $582,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain | PropertyDesc |
| Gain Or Loss | $243 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $471,371 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,223 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $439,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048271 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $154,932 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.116458 | TotalDistributionRt |
| Average Distribution | 0.038819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $480,021 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,402 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $138 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $138 | SubtotalAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $274 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $274 | TotalPaymentsAndCreditsAmt |
| Overpayment | $136 | OverpaymentAmt |
| Applied To ES Tax | $136 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Daniel McSweeney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Mary McSweeney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $398,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,217 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $487,331 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $487,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $480,021 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $23,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,402 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $32,402 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,264 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,659 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $32,402 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,659 | AppliedToYear1Amt |
| Applied To Current Year | $23,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,880 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,880 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,880 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL MCSWEENEY | ContributingManagerNm |
| Contributing Manager | MARY MCSWEENEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYSIDE COMMUNITY CENTER | |||||||
| 2202 COMSTOCK ST | SAN DIEGO | CA | 92111 | N/A | PC | General & Unrestricted | $200 |
| CATHOLIC SECONDARY EDUCATION- DIOCESE OF SAN DIEGO | |||||||
| PO BOX 85728 | SAN DIEGO | CA | 92186 | N/A | PC | to purchase equipment for the steam academic course at the high school | $14,850 |
| CATHOLIC SECONDARY EDUCATION- DIOCESE OF SAN DIEGO | |||||||
| PO BOX 85728 | SAN DIEGO | CA | 92186 | N/A | PC | Charitable Event | $5,000 |
| HIGHLIGHTS FOUNDATION INC | |||||||
| 814 COURT ST | HONESDALE | PA | 18431 | N/A | PC | General & Unrestricted | $200 |
| HOPE HEART INSTITUTE | |||||||
| 1380 112TH AVE NE STE 200 | BELLEVUE | WA | 98004 | N/A | PC | General & Unrestricted | $1,000 |
| JUNIOR ACHIEVEMENT OF SAN DIEGO AND IMPERIAL COUNT | |||||||
| 4756 MISSION GORGE PL | SAN DIEGO | CA | 92120 | N/A | PC | General & Unrestricted | $400 |
| NATIONAL CHARITY LEAGUE SAN DIEGUITO CHAPTER | |||||||
| PO BOX 8354 | RCHO SANTA FE | CA | 92067 | N/A | PC | General & Unrestricted | $300 |
| PASTOR OF ALL HALLOWS CATHOLIC PARISH IN LA JOLLA | |||||||
| 6602 LA JOLLA SCENIC DR S | LA JOLLA | CA | 92037 | N/A | PC | General & Unrestricted | $1,300 |
| PROMISES2KIDS FOUNDATION | |||||||
| 9440 RUFFIN COURT STE 2 | SAN DIEGO | CA | 92123 | N/A | PC | Charitable Event | $2,630 |
| REALITY CHANGERS | |||||||
| 3910 UNIVERSITY AVE STE 300RC | SAN DIEGO | CA | 92105 | N/A | PC | General & Unrestricted | $500 |
| ST GERMAINE CHILDREN'S CHARITY | |||||||
| PO BOX 2141 | LA JOLLA | CA | 92038 | N/A | PC | General & Unrestricted | $85 |
| ST PHILIP'S IN THE HILLS EPISCOPAL CHURCH INC | |||||||
| PO BOX 65840 | TUCSON | AZ | 85728 | N/A | PC | After School Music Program | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,565 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $5,959 | 14 | $3,188 |
| Federal Tax Refund | 01 | $221 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,959 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,394 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | McSweeney Daniel | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 Calle de Andluca | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $228,385 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 1 sh. | NoncashPropertyDesc |
| Fair Market Value | $208,385 | FairMarketValueAmt |
| Received | 2014-10-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $208,384 | $226,001 |
| INTEL CORP | $37,671 | $55,065 |
| JP MORGAN ALERIAN MLP INDEX ET | $36,846 | $41,610 |
| MASTERCARD INC | $29,304 | $64,382 |
| PHILIP MORRIS INTL | $35,630 | $37,138 |
| REAVES UTIL INC FD | $35,197 | $44,313 |
| SABRA HEALTHCARE REIT INC | $35,744 | $45,081 |
| SPDR BARCLAYS CAPITAL HYB ETF | $36,033 | $34,180 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATEL FUND 14, LLC | $73,217 | $73,217 |
| BROOKFIELD INFRASTRUCTURE | $31,723 | $46,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,500 | $5,500 | |
| K-1 EXP BROOKFIELD | $328 | $328 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ATEL FUND 14, LLC | $6,707 | $748 |
| K-1 INC/LOSS BROOKFIELD INFRASTRUCTURE | $2,440 | $2,440 |
| Federal Tax Refund | $221 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $200 | |
| Foreign Tax Paid | $10 | $10 |