The Mcsweeney Foundation Inc

UTICA, NY EIN: 26-3313677

The Mcsweeney Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UTICA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 14 grants totaling $141K. Net investment income was $130K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$796K

-2.4% YoY

Annual Giving

$141K

+22.6% YoY

Grant Count

14

-6.7% YoY

Avg Grant Size

$10K

+31.4% YoY

Under IRS private-foundation payout rules, The Mcsweeney Foundation Inc reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mcsweeney Foundation Inc

Based on IRS filings

The Mcsweeney Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UTICA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $796K in total assets. In 2024, it awarded 14 grants totaling $141K. Net investment income was $130K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

DaytonGlenfieldLowvilleSauquoitUticaWatertown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$86K$129K$172K20202021202220232024
Metric202420232022
Total Assets$796,395$815,873$894,331
Revenue$130,057$30,767$-8,961
Expenses$142,035$116,725$68,789
Qualifying Distributions$141,000$115,000$65,000
Net Investment Income$130,057$30,767$20,866
Distributable Amount$46,717$48,768$54,382

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$71K$106K$141K14 grants202014 grants202114 grants202215 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

LEWIS COUNTY GENERAL HOS…$78KRED CROSS$15KABIGAIL'S ATHLETES INC$5KLEWIS COUNTY HISTORICAL …$5KLEWIS COUNTY HUMANE SOCI…$5KST PETERS CHURCH$5KCARE NET OF NORTHER NEW …$4KCARE NET PREGNANCY CENTE…$4KLOWVILLE RURAL CEMETERY …$4KTHE ARC ONEIDA-LEWIS CHA…$4K

Grant Size Distribution

71 grants across all recorded years

69<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lewis County General Hospital Foundation ($78,000), Red Cross ($15,000), Abigail's Athletes Inc ($5,000).

RecipientPurposeAmount
ABIGAIL'S ATHLETES INC SAUQUOIT, NYGENERAL CONTRIBUTION$5,000
CARE NET OF NORTHER NEW YORK LOWVILLE, NYGENERAL CONTRIBUTION$4,000
CARE NET PREGNANCY CENTER OF CNY UTICA, NYGENERAL CONTRIBUTION$4,000
LEWIS COUNTY GENERAL HOSPITAL FOUNDATION LOWVILLE, NYGENERAL CONTRIBUTION$78,000
LEWIS COUNTY HISTORICAL SOCIETY LOWVILLE, NYGENERAL CONTRIBUTION$5,000
LEWIS COUNTY HOSPICE LOWVILLE, NYGENERAL CONTRIBUTION$3,000
LEWIS COUNTY HUMANE SOCIETY LOWVILLE, NYGENERAL CONTRIBUTION$5,000
LOWVILLE FREE LIBRARY LOWVILLE, NYGENERAL CONTRIBUTION$3,000
LOWVILLE RURAL CEMETERY ASSOCIATION LOWVILLE, NYGENERAL CONTRIBUTION$4,000
RED CROSS WATERTOWN, NYGENERAL CONTRIBUTION$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
L MICHAEL FITZGERALDTREASURER0.25
EDGAR S K MERRELL 3RDPRESIDENT/SECRETARY0.25
RICK L NORTZVICE PRESIDENT0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Mcsweeney Foundation Inc?

The Mcsweeney Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in UTICA, NY. It holds $796K in total assets as of 2024.

How large is The Mcsweeney Foundation Inc?

As of 2024, The Mcsweeney Foundation Inc holds $796K in total assets with $130K in annual revenue. It awarded 14 grants totaling $141K in 2024.

Where does The Mcsweeney Foundation Inc operate?

The Mcsweeney Foundation Inc has awarded grants in New York, Ohio.

What size grants does The Mcsweeney Foundation Inc award?

In 2024, The Mcsweeney Foundation Inc awarded 14 grants totaling $141K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is The Mcsweeney Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mcsweeney Foundation Inc reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Mcsweeney Foundation Inc's EIN?

The Mcsweeney Foundation Inc's EIN (Employer Identification Number) is 26-3313677. IRS Form 990 filing data is available on this page for 2020–2024.

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

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