STRATEGY STUDIO / PUBLIC DATA EXPLORER

MCSWEENEY FAMILY CHARITABLE FOUNDATION

Cite this

Plain text MCSWEENEY FAMILY CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/453077311. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). MCSWEENEY FAMILY CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/453077311

MLA “MCSWEENEY FAMILY CHARITABLE FOUNDATION.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/453077311. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $328K · expenses $55K · assets $701K

Also known as
FOUNDATION
EIN
45-3077311
Address
5473 COACH LN, SAN DIEGO, CA 92130-3746
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2013
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Daniel Mcsweeney DIRECTOR2013-2024 1 $0 reported 1
Stephen Alexander PRESIDENT2019-2024 1 $0 reported 1
Michelle Alexander SECRETARY2016-2024 1 $0 reported 1
Matthew Mcsweeney VICE PRESIDENT2019-2024 1 $0 reported 1
Mary Mcswseeney (former) DIRECTOR2021-2023 1 $0 reported 1
Mary McSweeney (former) VP, Dir, Sec2013-2020 1 $0 reported 1

People by year

2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL MCSWEENEY DIRECTOR1 $0-$0 $01
STEPHEN ALEXANDER PRESIDENT1 $0-$0 $01
MICHELLE ALEXANDER SECRETARY1 $0-$0 $01
MATTHEW MCSWEENEY VICE PRESIDENT1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL MCSWEENEY DIRECTOR1 $0-$0 $01
STEPHEN ALEXANDER PRESIDENT1 $0-$0 $01
MARY MCSWSEENEY DIRECTOR1 $0-$0 $01
MICHELLE ALEXANDER SECRETARY1 $0-$0 $01
MATTHEW MCSWEENEY VICE PRESIDENT1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL MCSWEENEY DIRECTOR1 $0-$0 $01
STEPHEN ALEXANDER PRESIDENT1 $0-$0 $01
MARY MCSWSEENEY DIRECTOR1 $0-$0 $01
MICHELLE ALEXANDER SECRETARY1 $0-$0 $01
MATTHEW MCSWEENEY VICE PRESIDENT1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL MCSWEENEY DIRECTOR1 $0-$0 $01
STEPHEN ALEXANDER PRESIDENT1 $0-$0 $01
MARY MCSWSEENEY DIRECTOR1 $0-$0 $01
MICHELLE ALEXANDER SECRETARY1 $0-$0 $01
MATTHEW MCSWEENEY VICE PRESIDENT1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michelle Alexander Dir1 $0-$0 $01
Stephen Alexander Dir, VP1 $0-$0 $01
Daniel McSweeney Pres, Dir1 $0-$0 $01
Mary McSweeney VP, Dir, Sec1 $0-$0 $01
Matthew McSweeney Dir1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michelle Alexander Dir1 $0-$0 $01
Stephen Alexander Dir, VP1 $0-$0 $01
Daniel McSweeney Pres, Dir1 $0-$0 $01
Mary McSweeney VP, Dir, Sec1 $0-$0 $01
Matthew McSweeney Dir1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michelle Alexander Dir1 $0-$0 $01
Daniel McSweeney Pres / Dir1 $0-$0 $01
Mary McSweeney VP / Dir / Sec1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Daniel McSweeney Pres / Dir1 $0-- $01
Mary McSweeney VP / Dir / Sec1 $0-- $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Daniel McSweeney Pres / Dir1 $0-- $01
Mary McSweeney VP / Dir / Sec1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 2 grants to organizations · $45K
2023 · 1 grant to organizations · $5K
2022 · 3 grants to organizations · $16K
2021 · 2 grants to organizations · $12K
2020 · 2 grants to organizations · $8K
2019 · 2 grants to organizations · $10K
2016 · 4 grants to organizations · $15K
2014 · 12 grants to organizations · $27K
2013 · 14 grants to organizations · $11K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $301K
#ContributorTypeCity, stateTotalNoncashSource
1 DANIEL T MCSWEENEY Person LA JOLLA, CA $301,119- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $104K
#ContributorTypeCity, stateTotalNoncashSource
1 DANIEL T MCSWEENEY Person LA JOLLA, CA $104,051$104,051 Form 990PF Sch. B, 2023 · filing
2016 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 McSweeney Daniel Person La Jolla, CA $50,000- Form 990PF Sch. B, 2016 · filing
2014 · 1 contributor · $228K
#ContributorTypeCity, stateTotalNoncashSource
1 McSweeney Daniel Person La Jolla, CA $228,385$208,385 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$328,127$54,795 $701,282$701,282 $301,119- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$113,482$15,619 $427,950$427,950 $104,051- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,531$16,032 $330,087$330,087 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,393$15,898 $344,588$344,588 $25- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
-$288$17,475 $359,093$359,093 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$92,277$19,375 $376,425$376,425 $25- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$83,630$22,225 $666,814$666,814 $50,000- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$249,779$34,065 $582,134$582,134 $228,385- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
-$10,541$20,768 $366,420$366,420 $0- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DOLOTTA FAMILY CHARITABLE FOUNDATION INCCAT20 $309,669$531,327 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
ARMROD CHARITABLE FOUNDATIONCAT20 $336,317$271,575 CFO/DIRECTOR$3,000 Same NTEE code T20, revenue within 2x, same state, similar name
HINMAN CHARITABLE FOUNDATIONCAT20 $316,032$157,052 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
CHUNG FAMILY FOUNDATIONCAT20 $311,223$61,303 CEO$0 Same NTEE code T20, revenue within 2x, same state, similar name
MARGARET R SEELEY CHARITABLE FOUNDATIONCAT20 $322,550$254,451 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
MICHAEL B KAPLAN CHARITABLE FOUNDATIONCAT20 $310,241$177,723 PRESIDENT, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
MCFARLAND FAMILY FOUNDATIONCAT20 $334,715$234,293 TRUSTEE$17,661 Same NTEE code T20, revenue within 2x, same state, similar name
RCS FAMILY FOUNDATIONCAT20 $352,846$234,245 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
ELIZABETH G MAUGHAN CHARITABLE FOUNDATIONCAT20 $325,551$345,869 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
BAIK FAMILY FOUNDATIONCAT20 $319,428$221,199 CEO$0 Same NTEE code T20, revenue within 2x, same state
LIQUN FAMILY FOUNDATIONCAT20 $333,971$7,385 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FARRELL FAMILY FOUNDATIONCAT20 $315,420$1,811,161 EXECUTIVE DIRECTOR/CFO$98,280 Same NTEE code T20, revenue within 2x, same state
BADAM FAMILY FOUNDATIONCAT20 $346,033$0 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RICHMON FAMILY FOUNDATIONCAT20 $331,443$171,743 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RUELAS FAMILY FOUNDATIONCAT20 $334,248$604,656 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STACEY BABA & JAMES VOKAC CHARITABLE FOUNDATIONCAT20 $309,497$187,547 Director$0 Same NTEE code T20, revenue within 2x, same state
CHRIS DIALYNAS FAMILY FOUNDATIONCAT20 $346,900$598,999 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FANTICOLA FAMILY FOUNDATION INCCAT20 $310,405$67,683 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
SCHIRTZER FAMILY FOUNDATION INCCAT20 $344,863$88,817 DIRECTOR AND PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
KAPIL AND MARGARET NANDA FAMILY FOUNDATIONCAT20 $330,599$337,712 Director$0 Same NTEE code T20, revenue within 2x, same state
DJ AND NB LARSON FAMILY FOUNDATION INCCAT20 $349,101$49,985 C.E.O.$0 Same NTEE code T20, revenue within 2x, same state
THE JOHN KATIE HANSEN FAMILY FOUNDATIONCAT20 $350,037$554,300 President$0 Same NTEE code T20, revenue within 2x, same state
CYNTHIA AND MERRILL MAGOWAN FAMILY FOUNDATION INCCAT20 $309,864$178,999 Vice President$0 Same NTEE code T20, revenue within 2x, same state
SANDERS FAMILY PHILANTHROPIC FOUNDATIONCAT20 $340,000$336,389 President$0 Same NTEE code T20, revenue within 2x, same state
ALLISON AND ROBERT PRICE FAMILY FOUNDATIONCAT20 $350,005$260,420 SECRETARY/TREASURER$194,923 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ESB CHARITABLE FOUNDATION Private foundation$550,0004 12021–2024 EBJ FOUNDATION
SHENANDOAH FOUNDATION Private foundation$500,0003 12021–2023 EBJ FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$127,3524 22021–2024 JDJ CHARITABLE FOUNDATION; PALOS VERDES PENINSULA ROTARY FOUNDATION INC
HAGERTY FAMILY FOUNDATION Private foundation$100,0001 12020–2020 THL CHARITABLE FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$60,0002 12023–2024 PALOS VERDES PENINSULA ROTARY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$56,5004 22021–2024 JDJ CHARITABLE FOUNDATION; GAVILAN COLLEGE EDUCATIONAL FOUNDATION
COMMUNITY FOUNDATION OF SAN BENITO COUNTY DAF sponsor$26,0005 12014–2023 GAVILAN COLLEGE EDUCATIONAL FOUNDATION
GULF COAST COMMUNITY FOUNDATION INC DAF sponsor$15,0003 12010–2012 OKEEFE CHARITABLE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$12,5001 12022–2022 JDJ CHARITABLE FOUNDATION
CHARITIES AID FOUNDATION AMERICA DAF sponsor$10,0001 12023–2023 PALOS VERDES PENINSULA ROTARY FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$7,2361 12023–2023 JDJ CHARITABLE FOUNDATION
THE PITTSBURGH FOUNDATION DAF sponsor$5,0001 12013–2013 GAVILAN COLLEGE EDUCATIONAL FOUNDATION
GANG TYRE RAMER BROWN & PASSMAN CHARITABLE FOUNDATION Private foundation$5,0001 12024–2024 THE WILLIAM MORRIS ENDEAVOR ENTERTAINMENT FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$2,1303 12020–2023 JDJ CHARITABLE FOUNDATION
KENNEDY WILSON CHARITABLE FOUNDATION Private foundation$1,0001 12021–2021 OPERATING ENGINEERS COMMUNITY SERVICE FUND

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $54,795 spent · pay $0 · grants $45,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $45,000 82.1%
Other expenses $6,344 11.6%
Fees: accounting $2,940 5.4%
Interest $511 0.9%
Total$54,795100%

View the filing

2023 · Form 990PF · $15,619 spent · pay $0 · grants $5,000 · events $0
LineAs describedTotalShare
Other expenses $9,219 59.0%
Contributions, gifts, grants paid $5,000 32.0%
Fees: accounting $1,400 9.0%
Total$15,619100%

View the filing

2022 · Form 990PF · $16,032 spent · pay $0 · grants $15,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $15,500 96.7%
Other expenses $532 3.3%
Total$16,032100%

View the filing

2021 · Form 990PF · $15,898 spent · pay $0 · grants $12,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $12,000 75.5%
Other expenses $2,698 17.0%
Fees: legal $1,200 7.5%
Total$15,898100%

View the filing

2020 · Form 990PF · $17,475 spent · pay $0 · grants $8,305 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,305 47.5%
Other expenses $8,025 45.9%
Taxes $1,145 6.6%
Total$17,475100%

View the filing

2019 · Form 990PF · $19,375 spent · pay $0 · grants $10,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $10,000 51.6%
Other expenses $6,075 31.4%
Taxes $3,300 17.0%
Total$19,375100%

View the filing

2016 · Form 990PF · $22,225 spent · pay $0 · grants $14,600 · events $1,167
LineAs describedTotalShare
Contributions, gifts, grants paid $14,600 65.7%
Other expenses $5,932 26.7%
Travel, conferences and meetings $1,167 5.3%
Fees: other professional $341 1.5%
Taxes $185 0.8%
Total$22,225100%

View the filing

2014 · Form 990PF · $34,065 spent · pay $0 · grants $26,565 · events $312
LineAs describedTotalShare
Contributions, gifts, grants paid $26,565 78.0%
Other expenses $5,853 17.2%
Fees: other professional $1,125 3.3%
Travel, conferences and meetings $312 0.9%
Taxes $210 0.6%
Total$34,065100%

View the filing

2013 · Form 990PF · $20,768 spent · pay $0 · grants $11,100 · events $132
LineAs describedTotalShare
Contributions, gifts, grants paid $11,100 53.4%
Other expenses $5,782 27.8%
Fees: other professional $3,754 18.1%
Travel, conferences and meetings $132 0.6%
Total$20,768100%

View the filing