Mcshane Family Foundation

Naples, FL
Tax-exempt since Dec. 2006
EIN: 20-3967708

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.38M (2024)

Expenses

$236k (2024)

Total Assets

$1.25M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,379,301

Expenses

$235,916

Net Income

$1,143,385

Net Assets

$1,249,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,208,410	87.6%
Interest Revenue	$0
Dividends	$50,086	3.6%
Sales of Assets	$120,805	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,642	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,249,182
Total Liabilities	$0
Net Assets	$1,249,182

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,317,131

Expenses

$192,517

Net Income

$1,124,614

Net Assets

$1,016,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,211,106	92.0%
Interest Revenue	$0
Dividends	$36,016	2.7%
Sales of Assets	$70,009	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,968	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,016,125
Total Liabilities	$0
Net Assets	$1,016,125

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on March 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$570,012

Expenses

$204,037

Net Income

$365,975

Net Assets

$727,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$386,086	67.7%
Interest Revenue	$0
Dividends	$26,370	4.6%
Sales of Assets	$157,556	27.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,401	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$727,905
Total Liabilities	$0
Net Assets	$727,905

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on March 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,201,869

Expenses

$296,393

Net Income

$905,476

Net Assets

$621,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,005,599	83.7%
Interest Revenue	$0
Dividends	$14,463	1.2%
Sales of Assets	$181,807	15.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$293,040	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,224
Total Liabilities	$0
Net Assets	$621,224

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on March 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$360,501

Expenses

$257,655

Net Income

$102,846

Net Assets

$436,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$203,916	56.6%
Interest Revenue	$0
Dividends	$16,329	4.5%
Sales of Assets	$140,256	38.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,040	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,117
Total Liabilities	$1
Net Assets	$436,116

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on Feb. 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$895,011

Expenses

$242,916

Net Income

$652,095

Net Assets

$467,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$803,541	89.8%
Interest Revenue	$0
Dividends	$6,072	0.7%
Sales of Assets	$85,398	9.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,220	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$467,728
Total Liabilities	$1
Net Assets	$467,727

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on Aug. 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$79,576

Expenses

$224,626

Net Income

-$145,050

Net Assets

$299,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,030	1.3%
Interest Revenue	$0
Dividends	$6,683	8.4%
Sales of Assets	$71,863	90.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,080	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$299,490
Total Liabilities	$0
Net Assets	$299,490

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane (Director)	$0	$0

990-PF

Filed on March 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$331,195

Expenses

$192,127

Net Income

$139,068

Net Assets

$444,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$209,944	63.4%
Interest Revenue	$0
Dividends	$6,020	1.8%
Sales of Assets	$115,231	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,475	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$444,540
Total Liabilities	$0
Net Assets	$444,540

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane Lacroix (Director)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$371,335

Expenses

$181,333

Net Income

$190,002

Net Assets

$422,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$258,455	69.6%
Interest Revenue	$0
Dividends	$5,876	1.6%
Sales of Assets	$107,004	28.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,925	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$422,024
Total Liabilities	$0
Net Assets	$422,024

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane Lacroix (Director)	$0	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$313,529

Expenses

$188,254

Net Income

$125,275

Net Assets

$360,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$210,718	67.2%
Interest Revenue	$0
Dividends	$8,527	2.7%
Sales of Assets	$94,284	30.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,425	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$360,614
Total Liabilities	$0
Net Assets	$360,614

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Dire)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane Lacroix (Director)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$279,009

Expenses

$163,330

Net Income

$115,679

Net Assets

$326,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$126,164	45.2%
Interest Revenue	$0
Dividends	$8,356	3.0%
Sales of Assets	$144,489	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,775	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$326,310
Total Liabilities	$0
Net Assets	$326,310

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Director)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane Lacroix (Director)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$291,730

Expenses

$134,305

Net Income

$157,425

Net Assets

$358,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,376	69.0%
Interest Revenue	$0
Dividends	$6,223	2.1%
Sales of Assets	$84,131	28.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,305	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$358,720
Total Liabilities	$0
Net Assets	$358,720

Compensation

Key Employees and Officers	Compensation	Other
Stephen J Mcshane (President, Treasurer, Director)	$0	$0
Kathleen Mcshane (Secretary, Director)	$0	$0
Erin Mcshane Lacroix (Director)	$0	$0

990-PF

Filed on Sept. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$116,592

Expenses

$98,125

Net Income

$18,467

Net Assets

$201,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$106,000	90.9%
Interest Revenue	$0
Dividends	$5,832	5.0%
Sales of Assets	$4,760	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,125	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$201,295
Total Liabilities	$1
Net Assets	$201,294

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$56,153

Expenses

$45,315

Net Income

$10,838

Net Assets

$204,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$51,000	90.8%
Interest Revenue	$0
Dividends	$5,677	10.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,275	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$204,717
Total Liabilities	$1
Net Assets	$204,716

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Mcshane Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.38M (2024)

Expenses $236k (2024)

Total Assets $1.25M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.38M (2024)

Expenses

$236k (2024)

Total Assets

$1.25M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006