MCLEOD BLUE SKYE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MCLEOD BLUE SKYE CHARITABLE FOUNDATION INC (EIN 22-3216389)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-30
- IRS object ID
- 202620899349100712
- Schema version
- 2025v4.0
- 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
- Contractor Compensation Expln
- 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 | 2026-03-30T08:58:20-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-03-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $13,413,245 | 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 | $400,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,039 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $2,172,837 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $250,221 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $571,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,343,887 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $250,221 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $114,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,193 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,518 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $126,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,153,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,153,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,280,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,153,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$709,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,229,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,148 | CashBOYAmt |
| Cash EOY | $35,141 | CashEOYAmt |
| Cash EOYFMV | $35,141 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,560,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,623,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,378,104 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,586,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,658,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,413,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,586,691 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,658,836 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,586,691 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,658,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,586,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,658,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,586,691 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$709,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,781,207 | OtherIncreasesAmt |
| Subtotal | $4,658,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,658,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1600 shs Apple common | D | 2011-12-29 | 2025-05-02 | $325,335 | $8,086 | $317,249 | $317,249 |
| 39286 shs Alphabet Cl C | P | 2011-09-01 | 2025-05-02 | $64,584 | $5,214 | $59,370 | $59,370 |
| 60714 shs Alphabet Cl C | D | 2015-12-29 | 2025-05-02 | $99,811 | $13,683 | $86,128 | $86,128 |
| 200 shs Amazon common | P | 2014-06-09 | 2025-12-09 | $45,580 | $3,285 | $42,295 | $42,295 |
| 250 shs Accenture commo | P | 2011-05-10 | 2025-12-02 | $65,614 | $14,142 | $51,472 | $51,472 |
| 400 shs Apple commo | D | 2011-12-29 | 2025-12-09 | $111,094 | $2,022 | $109,072 | $109,072 |
| 1000 shs Apple common | D | 2024-12-18 | 2025-12-08 | $277,281 | $27,287 | $249,994 | $249,994 |
| 2000 shs Bristol Myers Squibb common | P | 2011-08-23 | 2025-11-28 | $98,120 | $57,160 | $40,960 | $40,960 |
| 1000 shs Comcast Cl A | P | 2011-09-01 | 2025-11-28 | $26,805 | $10,904 | $15,901 | $15,901 |
| 1000 shs Cognizant Tech Cl A | P | 2016-09-19 | 2025-11-28 | $77,810 | $53,487 | $24,323 | $24,323 |
| 500 shs Con Edison | P | 2005-07-05 | 2025-12-02 | $48,620 | $23,500 | $25,120 | $25,120 |
| 400 shs Chevron common | P | 2011-03-17 | 2025-11-28 | $60,532 | $40,866 | $19,666 | $19,666 |
| 200 shs Clorox common | P | 2012-10-01 | 2025-11-28 | $21,580 | $14,444 | $7,136 | $7,136 |
| 1000 shs Colgate Palmolive | P | 2011-11-28 | 2025-11-28 | $80,193 | $44,069 | $36,124 | $36,124 |
| 1300 shs Dollar General | P | 2015-02-12 | 2025-11-25 | $142,110 | $87,906 | $54,204 | $54,204 |
| 500 shs Duke Energy | P | 2013-01-31 | 2025-12-02 | $59,940 | $34,400 | $25,540 | $25,540 |
| 1200 shs Disney common | D | 2013-12-30 | 2025-12-02 | $126,462 | $32,568 | $93,894 | $93,894 |
| 500 shs Ebay common | P | 2014-06-09 | 2025-12-02 | $41,513 | $9,629 | $31,884 | $31,884 |
| 200 shs Gldman Sachs | P | 2005-07-05 | 2025-12-09 | $175,690 | $20,626 | $155,064 | $155,064 |
| 1000 shs Intel | P | 2009-07-20 | 2025-11-28 | $40,025 | $18,756 | $21,269 | $21,269 |
| 200 shs ishares Singapore ETF | P | 2005-07-05 | 2025-11-28 | $5,677 | $3,040 | $2,637 | $2,637 |
| 500 shs Intl Business Machines | P | 2003-12-10 | 2025-12-02 | $151,725 | $44,282 | $107,443 | $107,443 |
| 1400 shs Johnson & Johnson com | P | 2005-07-05 | 2025-12-02 | $287,476 | $91,152 | $196,324 | $196,324 |
| 2500 shs Metlife Com | P | 2009-06-09 | 2025-11-28 | $191,950 | $73,467 | $118,483 | $118,483 |
| 3600 shs Mondelez Intl | D | 2015-12-29 | 2025-12-02 | $196,079 | $87,535 | $108,544 | $108,544 |
| 300 shs Marsh & McLennan | P | 2012-07-20 | 2025-12-09 | $54,465 | $9,742 | $44,723 | $44,723 |
| 1300 shs Nike Cl B | P | 2014-06-09 | 2025-11-28 | $84,045 | $49,790 | $34,255 | $34,255 |
| 400 shs Philip Morris | P | 2005-07-05 | 2025-12-02 | $61,968 | $13,778 | $48,190 | $48,190 |
| 100 shs Rockwell Automation | P | 2015-01-28 | 2025-12-09 | $40,244 | $10,962 | $29,282 | $29,282 |
| 25 shs Target | P | 2005-07-05 | 2025-11-28 | $2,276 | $1,383 | $893 | $893 |
| 375 shs Target | P | 2011-08-23 | 2025-11-28 | $34,146 | $18,975 | $15,171 | $15,171 |
| 100 shs Palantir Tech | P | 2025-09-11 | 2025-11-28 | $16,737 | $16,510 | $227 | $227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,172,837 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $250,221 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,993 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,275 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $31,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $282 | OverpaymentAmt |
| Refund | $282 | 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 |
| 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 | 10171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $108,717 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,599,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,678,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,678,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,488,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $624,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $624,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,993 | TotalTaxAmt |
| Distributable Before Adj | $593,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $593,415 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $593,415 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,153,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,153,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $593,415 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $527,093 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $208,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,342 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,173,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,153,500 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $593,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $560,085 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,733,519 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $527,093 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,206,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,410 | ExcessFromYear4Amt |
| Excess From Year3 | $208,039 | ExcessFromYear3Amt |
| Excess From Year2 | $62,550 | ExcessFromYear2Amt |
| Excess From Year1 | $68,342 | ExcessFromYear1Amt |
| Excess From Current Year | $560,085 | 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 MCLEOD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yale University | |||||||
| PO Box 20388 | New Haven | CT | 06520 | None | PC | Annual Support | $225,000 |
| Lehigh University | |||||||
| 306 S New Street Ste Ste 500 | Bethlehem | PA | 18015 | None | PC | Annual Program Funding | $335,000 |
| Fairfield College Preparatory School | |||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | None | PC | Annual Program Support | $325,000 |
| University of Connecticut | |||||||
| 2390 Alumni Drive | Storrs Mansfield | CT | 06269 | None | PC | Capital Campaign - Nursing School | $100,000 |
| University of Connecticut | |||||||
| 2390 Alumni Drive | Storrs Mansfield | CT | 06269 | None | PC | Annual Support | $50,000 |
| CT Yankee Council Scouting AMerica | |||||||
| 60 Wellington Road | Milford | CT | 06460 | Director | PC | Annual Support | $37,500 |
| MIT | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 02139 | None | PC | Annual Support | $50,000 |
| Sacred Heart University | |||||||
| 5151 Park Avenue | Fairfield | CT | 06825 | Trustee | PC | Annual Support | $25,000 |
| Education & Hope | |||||||
| PO Box 486 | Norwalk | CT | 06856 | None | PC | Annual Support | $5,000 |
| Yale University More House Fund | |||||||
| Park Street | New Haven | CT | 06511 | None | PC | Annual Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,153,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lehigh University | |||||||
| 306 S New Street Ste Ste 500 | Bethlehem | PA | 18015 | None | PC | Program Funding | $665,000 |
| Fairfield College Preparatory School | |||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | None | PC | Annual Program Support | $1,200,000 |
| University of Connecticut | |||||||
| 2390 Alumni Drive | Storrs Mansfield | CT | 06269 | None | PC | Capital Campaign Nursing School | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,265,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,051 | 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 | $400,344 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1400 shares Apple common stock | NoncashPropertyDesc |
| Fair Market Value | $400,344 | FairMarketValueAmt |
| Received | 2025-12-03 | ReceivedDt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Investment management | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Merrill Lynch Managed Account | StockNm |
| EOY Book Value | $4,623,695 | EOYBookValueAmt |
| EOYFMV | $13,378,104 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $245 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Capital Gains | Desc |
| Amt | $1,781,207 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $114,193 | Amt |
| Net Investment Income | $114,193 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $12,518 | Amt |