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Nonprofit · EIN 13-4230932

MCCONNELL FOUNDATION INC

Tax-exempt · NASHVILLE, TN 37203

Financials

$15K$25K2023$14K$23K2024$17K$23K2025
Revenue Expenses · by fiscal year end
Financials of MCCONNELL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$16,738$22,651-$5,913$198,851$0$198,851
December 31, 2024990-PF$14,340$23,065-$8,725$204,764$0$204,764
December 31, 2023990-PF$15,489$25,223-$9,734$213,489$0$213,489
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,753
Interest
$30
Net gain from sales of assets
$9,955

Expenses

Grants and similar amounts paid
$20,000
Disbursements for charitable purposes
$21,296
Excise tax on investment income
$214

Balance sheet and other

Total assets, start of year
$204,764
Total assets, end of year
$198,851
Total liabilities, end of year
$0
Net assets, end of year
$198,851
Fair market value of assets
$242,051
Qualifying distributions
$21,296
Net investment income
$16,738

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LESA AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
PRES - DIR1$0
WILLIAM HENRY AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
SEC-TREA-DIR1$0
CLAY S AGEE
10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878
V P - DIRE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LESA AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
PRES - DIR0$0
WILLIAM HENRY AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
SEC-TREA-DIR0$0
CLAY S AGEE
10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878
V P - DIRE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LESA AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
PRES - DIR1$0
WILLIAM HENRY AGEE
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203
SEC-TREA-DIR1$0
CLAY S AGEE
10 SCHWAEMMLE DRIVE, MOBILE, AL 366082878
V P - DIRE1$0

Address and contacts

Address (IRS master file)
700 12TH AVE S UNIT 1212, NASHVILLE, TN 37203-3432
In care of
% WILLIAM HENRY AGEE
Signed the 990-PF
LESA AGEE, PRES - DIR
Phone
(931) 962-1060
Return prepared by
LYONS & MORGAN PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-4230932
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$198,851
Income (IRS master file)
$133,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$16,738$22,651$198,851XML
990-PFDecember 2024$14,340$23,065$204,764IRS
990-PFDecember 2023$15,489$25,223$213,489XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4230932).

Questions about MCCONNELL FOUNDATION INC

What is the EIN of MCCONNELL FOUNDATION INC?
The employer identification number (EIN) of MCCONNELL FOUNDATION INC is 13-4230932.
Is MCCONNELL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to MCCONNELL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCCONNELL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MCCONNELL FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCCONNELL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MCCONNELL FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MCCONNELL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,738, expenses of $22,651 and total assets of $198,851 at year end.

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