MCLEOD BLUE SKYE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
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- Organization
- MCLEOD BLUE SKYE CHARITABLE FOUNDATION INC (EIN 22-3216389)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-13
- IRS object ID
- 202500729349100305
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-13T09:59:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223216389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLeod Blue Skye Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Christopher K McLeod | InCareOfNm |
| Business Name Control | MCLE | BusinessNameControlTxt |
| Phone | 2032081582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 Seaview Avenue | AddressLine1Txt |
| City | Branford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER K MCLEOD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2032081582 | PhoneNum |
| Signature | 2025-03-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,331,456 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $401,616 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,157 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $579,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $562,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,856 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $115,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,391 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,850 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $122,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $631,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $631,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $631,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $625,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,006 | CashBOYAmt |
| Cash EOY | $26,148 | CashEOYAmt |
| Cash EOYFMV | $26,148 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,202,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,560,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,305,308 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,221,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,586,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,331,456 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,221,949 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,586,691 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,221,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,586,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,221,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,586,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,221,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $555,202 | OtherIncreasesAmt |
| Subtotal | $3,586,690 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,586,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 Shares Disney common | D | 2013-12-30 | 2024-01-29 | $9,571 | $2,714 | $6,857 | $6,857 |
| 300 shs NASDAQ Biotech ETF | P | 2013-05-16 | 2024-04-29 | $38,514 | $18,024 | $20,490 | $20,490 |
| 100 shs JP Morgan Chase common | P | 2004-10-25 | 2024-04-29 | $19,363 | $3,739 | $15,624 | $15,624 |
| 1600 shs Apple Inc common | D | 2011-12-29 | 2024-04-29 | $280,894 | $8,086 | $272,808 | $272,808 |
| 800 shs Amazon common | P | 2014-06-09 | 2024-11-12 | $167,287 | $13,134 | $154,153 | $154,153 |
| 500 shs Apple Inc common | D | 2011-12-29 | 2024-11-12 | $112,272 | $2,527 | $109,745 | $109,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $579,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,712 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $7 | OverpaymentAmt |
| Refund | $7 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher K McLeod | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032081582 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 Seaview Avenue | AddressLine1Txt |
| City | Branford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER K MCLEOD | ||||||||
| 86 Seaview Avenue | Branford | CT | 06405 | President Treas Dir | 0.00 | $0 | $0 | $0 |
| ELAINE M MCLEOD | ||||||||
| 86 Seaview Avenue | Branford | CT | 06405 | Secretary Dir | 0.00 | $0 | $0 | $0 |
| SCOTT MCLEOD | ||||||||
| 317 Arnold Lane | Orange | CT | 06477 | Director | 0.00 | $0 | $0 | $0 |
| COLIN M MCLEOD | ||||||||
| 1413 West Berteau Avenue | Chicago | IL | 60613 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $115,391 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,543,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,601,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,601,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,427,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $571,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $571,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,694 | TotalTaxAmt |
| Distributable Before Adj | $562,658 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $562,658 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $562,658 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $631,000 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $631,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,658 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $791,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $527,093 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $307,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $208,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,896,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $631,000 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,342 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,965,078 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $791,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,173,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $527,093 | ExcessFromYear4Amt |
| Excess From Year3 | $307,410 | ExcessFromYear3Amt |
| Excess From Year2 | $208,039 | ExcessFromYear2Amt |
| Excess From Year1 | $62,550 | ExcessFromYear1Amt |
| Excess From Current Year | $68,342 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER K MCLEOD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Yale University | ||||||
| PO Box 20388 | New Haven | CT | 06520 | PC Public charity de | Annual Support | $225,000 |
| MIT | ||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | PC Public charity de | Annual Support | $125,000 |
| Sacred Heart University | ||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | PC Public charity de | Annual Support | $125,000 |
| University of Connecticut | ||||||
| 2390 Alumni Drive | Storrs Mansfield | CT | 06269 | PC Public charity de | Annual Support | $50,000 |
| CT Yankee Council BSA | ||||||
| 60 Wellington Road | Milford | CT | 06460 | PC Public charity de | Annual Support | $50,000 |
| Lehigh Univerity | ||||||
| 306 S New Street Ste 500 | Bethlehem | PA | 18015 | PC Public charity de | Annual Support | $25,000 |
| Fairfield College Preparatory School | ||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | PC Public charity de | Annual Support | $25,000 |
| Education & Hope | ||||||
| PO Box 486 | Norwalk | CT | 06856 | PC Public charity de | Annual Support | $5,000 |
| Yale University More House Fund | ||||||
| Park Street | New Haven | CT | 06511 | PC Public charity de | Annual Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $631,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,157 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $161,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,179 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER K MCLEOD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 Seaview Avenue | AddressLine1Txt |
| City | Branford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $401,616 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1600 shs Apple Inc common | NoncashPropertyDesc |
| Fair Market Value | $401,616 | FairMarketValueAmt |
| Received | 2024-12-18 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Investment Management | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS managed account | StockNm |
| EOY Book Value | $3,560,543 | EOYBookValueAmt |
| EOYFMV | $12,305,308 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains Book basis | Desc |
| Amt | $555,202 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $115,391 | Amt |
| Net Investment Income | $115,391 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $6,850 | Amt |