MCELEVEY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MCELEVEY CHARITABLE FOUNDATION (EIN 46-4400224)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-01
IRS object ID
202221529349100902
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-01T11:25:23-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832551377PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STERLING HAWTHORNE GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15750 RUFE SNOW DR STE 119AddressLine1Txt
CityNorth Richland HillsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76180ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464400224EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCELEVEY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCELBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1114 FISH HATCHERY RDAddressLine1Txt
CityMOSSYROCKCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98564ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES MCELEVEYPersonNm
Person TitlePRESIDENT TREASPersonTitleTxt
Phone2065503141PhoneNum
Signature2022-06-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastMCELEVEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJay Love EAPreparerPersonNm
PTINP00574801PTIN
Phone8174286005PhoneNum
Preparation2022-06-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$387,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$6,508DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$236NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$236GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$236CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,758TotalRevAndExpnssAmt
Total Net Invst Incm$236TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$7,200OthEmplSlrsWgsRevAndExpnssAmt
Accounting Fees Rev And Expnss$585AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$236AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$21OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$550TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$349OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$236TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,947ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,079CashBOYAmt
Cash EOY$12,187CashEOYAmt
Cash EOYFMV$12,187CashEOYFMVAmt
Other Investments BOY$368,671OtherInvestmentsBOYAmt
Other Investments EOY$375,520OtherInvestmentsEOYAmt
Other Investments EOYFMV$375,520OtherInvestmentsEOYFMVAmt
Total Assets BOY$404,750TotalAssetsBOYAmt
Total Assets EOY$387,707TotalAssetsEOYAmt
Total Assets EOYFMV$387,707TotalAssetsEOYFMVAmt
Accounts Payable BOY$96AccountsPayableBOYAmt
Total Liabilities BOY$96TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$75,949CapitalStockBOYAmt
Capital Stock EOY$59,002CapitalStockEOYAmt
Retained Earning BOY$328,705RetainedEarningBOYAmt
Retained Earning EOY$328,705RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$404,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$387,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$404,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$387,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$404,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,947ExcessRevenueOverExpensesAmt
Subtotal$387,707SubtotalAmt
Tot Net Ast Or Fund Balances EOY$387,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY CAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$236GrossSalesPriceAmt
Gain Or Loss$236GainOrLossAmt
Gains Minus Excess Or Losses$236GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$236CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksCHARLES MCELEVEYIndividualWithBooksNm
Phone2065503141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1114 FISH HATCHERY RDAddressLine1Txt
CityMOSSYROCKCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98564ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES MCELEVEY
114 FISH HATCHERY RDMOSSYROCKWA98564PRESIDENT TREASURER2.00$0$0$0
SUSANNE WIEND
4347 SW CONCORDSEATTLEWA98136VICE PRESIDENT SECRETARY1.00$0$0$0
MICHAEL MCELEVEY
8880 SW EDGEWOOD STPORTLANDOR97223DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,221ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,221TotalExcessDistributionCyovAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Remaining Distri From Corpus$15,000RemainingDistriFromCorpusAmt
Total Corpus$31,221TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$31,221ExcessDistriCyovToNextYrAmt
Excess From Year2$1,221ExcessFromYear2Amt
Excess From Year1$15,000ExcessFromYear1Amt
Excess From Current Year$15,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VISION HOUSE
PO BOX 2951RENTONWA98056PCHELPS BREAK THE CYCLE OF HOMELESSNESS FOR FAMILIE$1,000
THE GIDEONS INTERNATIONAL
PO BOX 140800NASHVILLETN37214PCHELP WITH DISTRIBUTING BIBLES$1,000
PROVIDENCE HOSPICE OF SEATTLE FOUND
2811 S 102ND ST STE 220SEATTLEWA98168PCPROVIDE ASSISTANCE AND PAIN MANAGEMENT TO TERMINAL$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCHELP IN THEIR GOALS TO PROVIDE EDUCATION ALONG WIT$2,000
BREAD OF LIFE MISSION
97 S MAIN STREETSEATTLEWA98104PCHELP PEOPLE OVERCOME THE CYCLE OF HOMELESSNESS$1,000
PORT GAMBLE SKLALLAM FOUNDATION
31912 LITTLE BOSTON RD NEKINGSTONWA98346PCHELP IMPOVE QUALITY OF LIFE FOR TRIBAL COMMUNITY$1,000
QUILCEDA COMMUNITY SERVICES
PO BOX 425MARYSVILLEWA98270PCHELP PROVIDE SUPPORT FOR LOW INCOME HANDICAPPED IN$1,000
THE LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201PCHELP TEACH CONSERVATIVE LEADERSHIP$2,500
WITH LOVE OREGON
14555 SW 74TH AVEPORTLANDOR97224PCSUPPORT CHILDREN IN FOSTER CARE$2,500
ST JOSEPHS INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326PCHELP PROVIDE EDUCATION FOR POVERTY STRICKEN NATIVE$1,000
LOVE INC OF LEWIS COUNTY
PO BOX 152CHEHALISWA98532PCASSIST WITH FURNITURE TRANSPORTATION ETC FOR THO$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,508ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,522ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,522TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$585Amt
Net Investment Income$236NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY INVESTMENTSCategoryOrItemTxt
Book Value$375,520BookValueAmt
EOYFMV$375,520EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE AND COPIES$22$0$0$0
FILING FEES$10$0$0$0
MILEAGE$101$0$0$0
PAYROLL PROCESSING$145$0$0$0
OFFICE SUPPLIES$51$0$0$0
NEW CHECKS$20$0$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT FEES FIDELITYCategoryTxt
Amt$21Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMICHAEL J MCELEVEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18880 SW EDGEWOOD STAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97223ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SOCIAL SECURITY TAX$446$0$0$0
MEDICARE TAX$104$0$0$0

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