H Gladstone And Betty Pritchard Mckeon Charitable Tr Ua 01012011

David A Steves Et Al Ttee

Sarasota, FL
Tax-exempt since July 2011
EIN: 30-6271110

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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 / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$110k (2024)

Expenses

$235k (2024)

Total Assets

$1.98M (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

$110,062

Expenses

$235,202

Net Income

-$125,140

Net Assets

$1,979,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,588	1.4%
Dividends	$44,286	40.2%
Sales of Assets	$64,188	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,202	100%
Compensation of Officers*	$55,014	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,979,277
Total Liabilities	$0
Net Assets	$1,979,277

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$27,507	$0
David A Steves (Trustee)	$27,507	$0

990-PF

Filed on June 17, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$80,666

Expenses

$214,843

Net Income

-$134,177

Net Assets

$2,008,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,760	2.2%
Dividends	$46,907	58.1%
Sales of Assets	$31,999	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,843	100%
Compensation of Officers*	$51,030	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,008,505
Total Liabilities	$0
Net Assets	$2,008,505

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$25,515	$0
David A Steves (Trustee)	$25,515	$0

990-PF

Filed on Nov. 27, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$55,329

Expenses

$179,531

Net Income

-$124,202

Net Assets

$2,383,427

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$398	0.7%
Dividends	$47,087	85.1%
Sales of Assets	-$6,064
Other Income	$13,908	25.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,531	100%
Compensation of Officers*	$60,410	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,383,427
Total Liabilities	$0
Net Assets	$2,383,427

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$30,205	$0
David A Steves (Trustee)	$30,205	$0

990-PF

Filed on May 13, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$553,241

Expenses

$209,597

Net Income

$343,644

Net Assets

$2,525,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.0%
Dividends	$37,357	6.8%
Sales of Assets	$504,694	91.2%
Other Income	$11,144	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,597	100%
Compensation of Officers*	$51,468	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,525,160
Total Liabilities	$0
Net Assets	$2,525,160

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$25,734	$0
David A Steves (Trustee)	$25,734	$0

990-PF

Filed on Nov. 15, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$136,345

Expenses

$203,762

Net Income

-$67,417

Net Assets

$2,177,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$200	0.1%
Dividends	$36,021	26.4%
Sales of Assets	$86,264	63.3%
Other Income	$13,860	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,122	> 100%
Compensation of Officers*	$49,065	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,177,808
Total Liabilities	$1
Net Assets	$2,177,807

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$24,532	$0
David A Steves (Trustee)	$24,532	$0

990-PF

Filed on Aug. 25, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$159,350

Expenses

$195,315

Net Income

-$35,965

Net Assets

$2,242,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.0%
Dividends	$42,998	27.0%
Sales of Assets	$106,760	67.0%
Other Income	$9,523	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,315	100%
Compensation of Officers*	$44,930	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,242,187
Total Liabilities	$1
Net Assets	$2,242,186

Compensation

Key Employees and Officers	Compensation	Other
David A Steves (Trustee)	$22,715	$0
William E Gaylor Iii (Trustee)	$22,215	$0

990-PF

Filed on July 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$104,547

Expenses

$227,140

Net Income

-$122,593

Net Assets

$2,388,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60	0.1%
Dividends	$70,423	67.4%
Sales of Assets	$20,614	19.7%
Other Income	$13,450	12.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,140	100%
Compensation of Officers*	$79,367	34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,388,152
Total Liabilities	$0
Net Assets	$2,388,152

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$53,280	$0
David A Steves (Trustee)	$26,087	$0

990-PF

Filed on Nov. 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$120,138

Expenses

$215,065

Net Income

-$94,927

Net Assets

$2,387,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.0%
Dividends	$42,123	35.1%
Sales of Assets	$62,849	52.3%
Other Income	$15,127	12.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,918	58.1%
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	$2,387,600
Total Liabilities	$261
Net Assets	$2,387,339

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$0	$0
David A Steves (Trustee)	$0	$0

990-PF

Filed on June 4, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

-$1,152

Expenses

$203,404

Net Income

-$204,556

Net Assets

$2,473,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51
Dividends	$63,573
Sales of Assets	-$64,776
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,404	100%
Compensation of Officers*	$61,636	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,474,068
Total Liabilities	$820
Net Assets	$2,473,248

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$36,318	$0
David A Steves (Trustee)	$25,318	$0

990-PF

Filed on April 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$299,610

Expenses

$231,153

Net Income

$68,457

Net Assets

$2,677,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,113	33.4%
Sales of Assets	$199,497	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,153	100%
Compensation of Officers*	$56,000	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,678,325
Total Liabilities	$521
Net Assets	$2,677,804

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$28,000	$0
David A Steves (Trustee)	$28,000	$0

990-PF

Filed on April 23, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$159,842

Expenses

$240,894

Net Income

-$81,052

Net Assets

$2,609,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,423	63.5%
Sales of Assets	$58,419	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,894	100%
Compensation of Officers*	$58,402	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,609,867
Total Liabilities	$520
Net Assets	$2,609,347

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$29,201	$0
David A Steves (Trustee)	$29,201	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$182,810

Expenses

$232,422

Net Income

-$49,612

Net Assets

$2,690,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,301	50.5%
Sales of Assets	$90,509	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,422	100%
Compensation of Officers*	$54,971	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,690,920
Total Liabilities	$521
Net Assets	$2,690,399

Compensation

Key Employees and Officers	Compensation	Other
William E Gaylor Iii (Trustee)	$27,486	$0
David A Steves (Trustee)	$27,486	$0

990-PF

Filed on May 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$77,938

Expenses

$223,070

Net Income

-$145,132

Net Assets

$2,740,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,949	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,070	100%
Compensation of Officers*	$54,000	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,740,011
Total Liabilities	$0
Net Assets	$2,740,011

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,128,951

Expenses

$243,808

Net Income

$2,885,143

Net Assets

$2,885,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,934,168	93.8%
Interest Revenue	$0
Dividends	$74,175	2.4%
Sales of Assets	$120,608	3.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,808	100%
Compensation of Officers*	$66,000	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,885,143
Total Liabilities	$1
Net Assets	$2,885,142

990-PF

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

PDF

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

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H Gladstone And Betty Pritchard Mckeon Charitable Tr Ua 01012011

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $110k (2024)

Expenses $235k (2024)

Total Assets $1.98M (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

$110k (2024)

Expenses

$235k (2024)

Total Assets

$1.98M (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