Stephen McCready SCHLR FD Tr
Stephen McCready SCHLR FD Tr is a private foundation, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $782K in total assets. In 2025, it awarded 1 grant totaling $36K. Net investment income was $140K.
Stephen McCready SCHLR FD Tr at a glance
In short: Stephen McCready SCHLR FD Tr gave $36K across 1 grant in 2025 (avg $36K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $35,520
- +10.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $35,520
- +10.1% vs 2024
- Median grant
- $35,520
- Total assets
- $782,441
- +14.2% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Stephen McCready SCHLR FD Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First United Methodist Church ($36K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Stephen McCready SCHLR FD Tr gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $27K (2020) to $36K (2025). In 2025 it made 1 grant totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First United Methodist Church Ocala, FL | Unrestricted General | $35,520 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $782,441 | $149,075 | $52,260 | $35,520 | 1 | $41,515 | $140,014 | $47,741 |
| 2024 | $685,351 | $79,165 | $47,717 | $32,256 | 1 | $41,389 | $72,260 | $44,653 |
| 2023 | $654,233 | $29,306 | $46,730 | $31,859 | 1 | $40,048 | $23,323 | $40,445 |
| 2022 | $671,648 | $77,692 | $50,040 | $34,169 | 1 | $42,609 | $71,799 | $40,299 |
| 2021 | $644,056 | $96,050 | $44,870 | $28,134 | 1 | $37,077 | $89,833 | $43,112 |
| 2020 | $592,953 | $74,415 | $39,773 | $27,064 | 1 | — | $69,086 | $35,387 |
Under IRS private-foundation payout rules, Stephen McCready SCHLR FD Tr reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephen McCready SCHLR FD Tr's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2020
2 hrs/week
$12K (2020) → $15K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $15K, to Bank of America N a (Trustee).
Frequently asked questions about Stephen McCready SCHLR FD Tr
How much does Stephen McCready SCHLR FD Tr give each year?
Stephen McCready SCHLR FD Tr gave $36K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 1 grant.
How large is Stephen McCready SCHLR FD Tr?
Stephen McCready SCHLR FD Tr reported $782K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Stephen McCready SCHLR FD Tr operate?
Stephen McCready SCHLR FD Tr has awarded grants in Florida.
What is Stephen McCready SCHLR FD Tr's EIN?
Stephen McCready SCHLR FD Tr's EIN (Employer Identification Number) is 59-6577844. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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