The McSweeney Family Charitable Foundation

Private foundation · Grantmaker San Diego, CA EIN: 45-3077311

The McSweeney Family Charitable Foundation is a private foundation, based in San Diego, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $701K in total assets. In 2024, it awarded 2 grants totaling $45K. Net investment income was $226K.

The McSweeney Family Charitable Foundation at a glance

In short: The McSweeney Family Charitable Foundation gave $45K across 2 grants in 2024 (avg $23K), mostly in California. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$45,000
+800.0% vs 2023
Grants made (2024)
2
+100.0% vs 2023
Average grant
$22,500
+350.0% vs 2023
Median grant
$22,500
Total assets
$701,282
+63.9% vs 2023
Primary geography
California (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who The McSweeney Family Charitable Foundation funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Catholic Secondary Education-Diocese of San Diego Inc: $35KCatholic SecondaryEducation-Diocese of San…$35KPastor of Mary Star of the Sea Catholic Parish: $10KPastor of Mary Star of the SeaCatholic Parish$10K

The largest 2024 recipient was Catholic Secondary Education-Diocese of San Diego Inc ($35K). Together the top 2 received $45K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

San DiegoLa JollaSan PedroLos AngelesSacramento

How The McSweeney Family Charitable Foundation gives

  • Giving grew 275% from 2021 to 2024. Method
  • In 2024 it paid out 78% 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

$0$20K$40K$60K2 grants2020 2 grants2021 3 grants2022 1 grant2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2023) to $45K (2024). In 2024 it made 2 grants totaling $45K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Secondary Education-Diocese of San Diego Inc San Diego, CAGeneral & Unrestricted$35,000
Pastor of Mary Star of the Sea Catholic Parish San Pedro, CAGeneral & Unrestricted$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$701,282$328,127$54,795$45,0002$47,984$225,994$61,407
2023$427,950$113,482$15,619$5,0001$5,000$212$4,622
2022$330,087$1,531$16,032$15,5003$15,500$1,531$35,611
2021$344,588$1,393$15,898$12,0002$16,775$1,245$33,274
2020$359,093$-288$17,475$8,3052—$1,317$28,748

Under IRS private-foundation payout rules, The McSweeney Family Charitable Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The McSweeney Family Charitable Foundation is led by Stephen Alexander, President since 2021 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Stephen Alexander

    President

    Director & Vice President → President, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Daniel McSweeney

    Director

    President & Director → Director, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Matthew McSweeney

    Vice President

    Director → Vice President, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Michelle Alexander

    Secretary

    Director → Secretary, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Mary McSwseeney (2020–2023) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The McSweeney Family Charitable Foundation

How much does The McSweeney Family Charitable Foundation give each year?

The McSweeney Family Charitable Foundation gave $45K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.

How large is The McSweeney Family Charitable Foundation?

The McSweeney Family Charitable Foundation reported $701K in total assets on its 2024 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $61K (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 The McSweeney Family Charitable Foundation operate?

The McSweeney Family Charitable Foundation has awarded grants in California.

What is The McSweeney Family Charitable Foundation's EIN?

The McSweeney Family Charitable Foundation's EIN (Employer Identification Number) is 45-3077311. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 2, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The McSweeney Family Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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