THE MCCLARTY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE MCCLARTY FAMILY FOUNDATION (EIN 46-1552986)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-03
IRS object ID
202620939349100302
Schema version
2025v4.1
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)
Return2026-04-03T08:15:55-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461552986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The McClarty Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMCCLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSarah McClartyPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-03-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$676,487FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$51InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,784NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,878GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,784CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,608TotalRevAndExpnssAmt
Total Net Invst Incm$32,608TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,342OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,342OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$796TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,984OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,984OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,122TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,984TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,984TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,514ExcessRevenueOverExpensesAmt
Net Investment Income$26,266NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,144SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,885SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,885SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$491,026CorporateStockBOYAmt
Corporate Stock EOY$484,771CorporateStockEOYAmt
Corporate Stock EOYFMV$658,602CorporateStockEOYFMVAmt
Total Assets BOY$511,170TotalAssetsBOYAmt
Total Assets EOY$502,656TotalAssetsEOYAmt
Total Assets EOYFMV$676,487TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$511,170RetainedEarningBOYAmt
Retained Earning EOY$502,656RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$511,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$502,656TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$511,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$502,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$511,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,514ExcessRevenueOverExpensesAmt
Subtotal$502,656SubtotalAmt
Tot Net Ast Or Fund Balances EOY$502,656TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$22,878GrossSalesPriceAmt
Cost Or Other Basis$12,094CostOrOtherBasisAmt
Gain Or Loss$10,784GainOrLossAmt
Gains Minus Excess Or Losses$10,784GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,784CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$365InvestmentIncomeExciseTaxAmt
Subtotal$365SubtotalAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Overpayment$235OverpaymentAmt
Applied To ES Tax$235AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Chelsea Ketelsen
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Drew Ketelsen
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Deborah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Harold McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Jonathan McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Sarah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$633,764AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,015AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$650,779TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$650,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$641,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Total Tax$365TotalTaxAmt
Distributable Before Adj$31,686DistributableBeforeAdjAmt
Distributable Before Ded$31,686DistributableBeforeDedAmt
Distributable As Adjusted$31,686DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,984ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$33,984QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,686DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,058ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,279ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,478ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,078ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$63,052ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$185,945TotalExcessDistributionCyovAmt
Qualifying Distributions$33,984QualifyingDistributionsAmt
Applied To Current Year$31,686AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,298RemainingDistriFromCorpusAmt
Total Corpus$188,243TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,058ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$122,185ExcessDistriCyovToNextYrAmt
Excess From Year4$24,279ExcessFromYear4Amt
Excess From Year3$11,478ExcessFromYear3Amt
Excess From Year2$21,078ExcessFromYear2Amt
Excess From Year1$63,052ExcessFromYear1Amt
Excess From Current Year$2,298ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDeborah McClartyContributingManagerNm
Contributing ManagerHarold McClartyContributingManagerNm
Contributing ManagerJonathan McClartyContributingManagerNm
Contributing ManagerSarah McClartyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL CALIFORNIA FOOD BANK
4010 E AMENDOLA DRFRESNOCA93725N/APCCharitable Event$10,000
CENTRAL VALLEY COMMUNITY FOUNDATION
1260 FULTON ST STE 200FRESNOCA93721N/APCFriends of the Foundation$5,000
COMMUNITY HOSPITAL OF CENTRAL CALIFORNIA FOUNDATIO
1560 E SHAW AVE STE 106FRESNOCA93710N/APCFive 4 Five fund$5,000
FORWARD FRESNO FOUNDATION INC
2331 FRESNO STFRESNOCA93721N/APCCharitable Event$1,000
SPIRITHORSE THERAPEUTIC RIDING CENTER
PO BOX 591KINGSBURGCA93631N/APCCharitable Event$1,000
STATE CENTER COMMUNITY COLLEGE DISTRICT
1171 FULTON STFRESNOCA93721N/AGOVHMC Farms 2025 Scholarship Fund$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,773ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,784ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,608TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BD FD INSTI CL$76,555$75,525
ISHARES BARCLAYS 0-5 YR TIPS$69,538$73,311
PIMCO ALL ASSET FUND INSTITUTI$61,272$62,784
PIMCO LOW DURATION INSTL$76,662$73,101
VANGUARD FTSE DEVELOPED MARKET$67,961$112,696
VANGUARD FTSE EMERGING MARKETS$31,106$38,438
VANGUARD LG-CAP ETF$85,324$196,436
VANGUARD SM-CAP ETF$16,353$26,311

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,959$7,959
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,342Amt
Net Investment Income$6,342NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$600
990-PF Excise Tax for 2024$196

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