The McSweeney Family Charitable Foundation
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
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
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Secondary Education-Diocese of San Diego Inc San Diego, CA | General & Unrestricted | $35,000 |
| Pastor of Mary Star of the Sea Catholic Parish San Pedro, CA | General & Unrestricted | $10,000 |
Ready to take the next step with The McSweeney Family Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $701,282 | $328,127 | $54,795 | $45,000 | 2 | $47,984 | $225,994 | $61,407 |
| 2023 | $427,950 | $113,482 | $15,619 | $5,000 | 1 | $5,000 | $212 | $4,622 |
| 2022 | $330,087 | $1,531 | $16,032 | $15,500 | 3 | $15,500 | $1,531 | $35,611 |
| 2021 | $344,588 | $1,393 | $15,898 | $12,000 | 2 | $16,775 | $1,245 | $33,274 |
| 2020 | $359,093 | $-288 | $17,475 | $8,305 | 2 | — | $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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 2, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The McSweeney Family Charitable Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Rothman Family Charitable Foundation
Wilmington, DE
The foundation supports a range of charitable organizations, including those focused on cancer, health care, community services, and emergency response, with most 2025 grant dollars going to Florida and New Jersey. Its 2025 grants ranged from $500 to $27,500, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.1M
Grants
25
Total Given
$161K
Hearthstone Builder Award Foundation
Calabasas, CA
Assets
$260K
Grants
1
Total Given
$345K
The Marcus & Millichap Company
Palo Alto, CA
In 2024, The Marcus & Millichap Company gave to preselected charitable organizations, including those working in housing, education, real estate research, and health-related activities; these reflect grantees’ work, not stated foundation priorities. Grants ranged from $1,000 to $125,000, with a median of $5,000, and went mainly to California, as well as Maryland, Connecticut, Texas, and Arizona. It does not accept unsolicited funding requests.
Assets
$2.4M
Grants
33
Total Given
$488K
The James Previti Family Foundation
Carlsbad, CA
Assets
—
Grants
4
Total Given
$217K
Moiso Family Foundation
San Juan Capistrano, CA
The Moiso Family Foundation supports charitable organizations, including health, education, religious, and community causes, with grants ranging from $10,000 to $1 million in 2024 and a median of $32,500. Its 2024 grants all went to California recipients. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$3.7M
Grants
12
Total Given
$1.4M
Umpqua Bank Charitable Foundation
Lake Oswego, OR
The Umpqua Bank Charitable Foundation funds nonprofits working to strengthen economic prosperity and build healthy, inclusive, resilient, and sustainable communities, including through direct services or general operating support. In 2024, grants ranged from $2,500 to $150,000, with a median of $6,000; its small-grants program typically awarded $5,000–$10,000. Funding is limited to organizations in Oregon, Washington, Nevada, Idaho, California, Arizona, Colorado, and Utah, and the foundation accepts applications through its online Community Grant process.
Assets
$16.8M
Grants
317
Total Given
$3.2M
More similar funders
More Funders in California
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.
The McSweeney Family Charitable Foundation down — hundreds of funders to go?