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MCCLOSKEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MCCLOSKEY FAMILY CHARITABLE TRUST (EIN 84-1428969)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202631209349100323
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)
Return2026-04-30T09:46:47-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Convergence CPA Group LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15420 S Quebec Street Ste 104AddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841428969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1McCloskey Family Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CORNERSTONE HOLDINGS LLCInCareOfNm
Business Name ControlMCCLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18101 E Prentice Ave Suite 1075AddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas D McCloskey JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone3034102521PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNathan Anabali CPAPreparerPersonNm
PTINP01900316PTIN
Phone3037712727PhoneNum
Preparation2026-04-24PreparationDt
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$562,510FMVAssetsEOYAmt
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$5,878InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,878InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,878InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$5,878TotalRevAndExpnssAmt
Total Net Invst Incm$5,878TotalNetInvstIncmAmt
Total Adj Net Incm$5,878TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,369AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,369AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,369AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,100OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$6,100OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,469TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,469TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$381,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$364,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$390,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,469TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,469TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$364,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$384,591ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$403,601CashBOYAmt
Cash EOY$562,510CashEOYAmt
Cash EOYFMV$562,510CashEOYFMVAmt
Total Assets BOY$403,601TotalAssetsBOYAmt
Total Assets EOY$562,510TotalAssetsEOYAmt
Total Assets EOYFMV$562,510TotalAssetsEOYFMVAmt
Other Liabilities EOY$43,500OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,500TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$403,601RetainedEarningBOYAmt
Retained Earning EOY$519,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$403,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$519,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$403,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$562,510TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$403,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$384,591ExcessRevenueOverExpensesAmt
Other Increases$500,000OtherIncreasesAmt
Subtotal$519,010SubtotalAmt
Tot Net Ast Or Fund Balances EOY$519,010TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$24TotalPaymentsAndCreditsAmt
Overpayment$24OverpaymentAmt
Applied To ES Tax$24AppliedToESTaxAmt
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 StateCOOrgReportOrRegisterStateCd
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
Website AddressNot ApplicableWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CORNERSTONE HOLDINGS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034102510PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18101 E PRENTICE AVENUE SUITE 1075AddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Thomas D McCloskey Jr
8101 E Prentice AveGreenwood VillageCO80111Trustee0.0$0$0$0
Bonnie P McCloskey
8101 E Prentice AveGreenwood VillageCO80111Trustee0.0$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$257,190AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$257,190TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$257,190AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$253,332NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,667MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,667MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$12,667DistributableBeforeAdjAmt
Distributable Before Ded$12,667DistributableBeforeDedAmt
Distributable As Adjusted$12,667DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$364,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,667DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr5$122,948ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$101,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$314,520ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$133,175ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$281,836ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$953,704TotalExcessDistributionCyovAmt
Qualifying Distributions$364,500QualifyingDistributionsAmt
Applied To Current Year$12,667AppliedToCurrentYearAmt
Remaining Distri From Corpus$351,833RemainingDistriFromCorpusAmt
Total Corpus$1,305,537TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$122,948ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,182,589ExcessDistriCyovToNextYrAmt
Excess From Year4$101,225ExcessFromYear4Amt
Excess From Year3$314,520ExcessFromYear3Amt
Excess From Year2$133,175ExcessFromYear2Amt
Excess From Year1$281,836ExcessFromYear1Amt
Excess From Current Year$351,833ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
Amigos de Animales
Centenario 17San Miguel de AllendeGuanajuatoMX37753PCGeneral Donation$1,000
Aspen Education Foundation
PCGeneral Donation$16,000PO Box 2200AspenCO81612
The Aspen Institute Inc
PCGeneral Donation$60,0002300 N Street NW Ste 700WashingtonDC200371122
The Better Angels Society
PCGeneral Donation$60,0005185 MacArthur Blvd Ste 570WashingtonDC20016
Bill Cook Foundation
PCGeneral Donation$25,0003 Oak StreetGeneseoNY14454
Caminos de Agua
PCGeneral Donation$20,0004 Parton CtLake ForestIL60045
Children's Hospital Colorado Foundation
PCGeneral Donation$3,00013123 E 16th Ave Box 045AuroraCO80045
Christ Episcopal Church Aspen
PCGeneral Donation$3,500536 W North StAspenCO81611
Feed the Hungry San Miguel Inc
PCGeneral Donation$15,000220 North Zapata Highway Ste 11-63LaredoTX78043
Leland Stanford Junior University
PCGeneral Donation$150,000326 Galvez StreetStanfordCA943056105
University of Notre Dame
PCGeneral Donation$1,0001100 Grace HallNotre DameIN46556
Sweet Briar College
PCGeneral Donation$10,000PO Box 1057Sweet BriarVA24595
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$364,500TotalGrantOrContriPdDurYrAmt

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$5,878ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,878ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,878TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,369Amt
Net Investment Income$3,369NetInvestmentIncomeAmt
Adjusted Net Income$3,369AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADTL PRINCIPAL TO FUND ACCOUNTSDesc
Amt$500,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUS BANK 6717Desc
EOY Book Value$43,500EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,100Amt
Net Investment Income$6,100NetInvestmentIncomeAmt
Adjusted Net Income$6,100AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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