Nonprofit · EIN 36-4159257
SGM FAMILY FOUNDATION
Tax-exempt · GREENWOOD VLG, CO 80121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $146,405 | $163,316 | -$16,911 | $3,005,454 | $4,173 | $3,001,281 |
| December 31, 2024 | 990-PF | $1,226,354 | $108,060 | $1,118,294 | $3,019,701 | $4,173 | $3,015,528 |
| December 31, 2023 | 990-PF | $24,307 | $90,581 | -$66,274 | $1,898,995 | $4,173 | $1,894,822 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $19,950
- Dividends
- $107,161
- Interest
- $18,888
- Net gain from sales of assets
- -$35
- Other income
- $441
Expenses
- Grants and similar amounts paid
- $142,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $142,504
- Excise tax on investment income
- $1,746
Balance sheet and other
- Total assets, start of year
- $3,019,701
- Total assets, end of year
- $3,005,454
- Total liabilities, end of year
- $4,173
- Net assets, end of year
- $3,001,281
- Fair market value of assets
- $3,197,065
- Qualifying distributions
- $142,504
- Net investment income
- $126,490
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN G MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| KATHLEEN L MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| HEATHER M SHAFFER 1721 JENKS STREET, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| BENJAMIN S MCCONAHEY 1321 W CALEY AVE, LITTLETON, CO 80120 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN G MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| KATHLEEN L MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| HEATHER M SHAFFER 1721 JENKS STREET, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| BENJAMIN S MCCONAHEY 1700 BASSETT STREET 1008, DENVER, CO 80202 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN G MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| KATHLEEN L MCCONAHEY 1050 GREEN OAKS DRIVE, GREENWOOD VILLAGE, CO 80121 | DIRECTOR | 0 | $0 |
| HEATHER M SHAFFER 1721 JENKS STREET, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| BENJAMIN S MCCONAHEY 1700 BASSETT STREET 1008, DENVER, CO 80202 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 GREEN OAKS DR, GREENWOOD VLG, CO 80121-1325
- In care of
- % STEPHEN G MCCONAHEY
- Signed the 990-PF
- STEPHEN G MCCONAHEY, DIRECTOR
- Phone
- (303) 794-3892
- Return prepared by
- THE MOSAIC FINANCIAL GROUP LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4159257
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $3,005,454
- Income (IRS master file)
- $2,270,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $146,405 | $163,316 | $3,005,454 | IRS |
| 990-PF | December 2024 | $1,226,354 | $108,060 | $3,019,701 | XML |
| 990-PF | December 2023 | $24,307 | $90,581 | $1,898,995 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 36-4159257).
Questions about SGM FAMILY FOUNDATION
- What is the EIN of SGM FAMILY FOUNDATION?
- The employer identification number (EIN) of SGM FAMILY FOUNDATION is 36-4159257.
- Is SGM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SGM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SGM FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SGM FAMILY FOUNDATION 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 SGM FAMILY FOUNDATION 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 SGM FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SGM FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $146,405, expenses of $163,316 and total assets of $3,005,454 at year end.
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