Civic Intelligence

Macleod Stewardship Foundation Inc.

990PF • Fiscal year 2025 • EIN 59-2492096

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 29, 2026

Organization Profile
2375 Tamiami Trail N 110Naples, FL 34103

(914) 309-9398

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$2,763,703

Up $294,677 (+12%) from 2024

Net Assets

Up

$2,763,703

Up $294,677 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$422,095

Up $310,259 (+277%) from 2024

Expenses

Down

$127,418

Down $101,966 (-44%) from 2024

Net Income

Up

$294,677

Up $412,225 (+351%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $1,933,089Liabilities 2011: $1832011Assets 2012: $1,573,940Liabilities 2012: $02012Assets 2014: $1,490,896Liabilities 2014: $668Net Assets 2014: $1,490,2282014Assets 2015: $1,400,877Liabilities 2015: $3,174Net Assets 2015: $1,397,7032015Assets 2016: $1,356,386Liabilities 2016: $3,234Net Assets 2016: $1,353,1522016Assets 2017: $2,908,816Liabilities 2017: $24,735Net Assets 2017: $2,884,0812017Assets 2018: $2,567,375Liabilities 2018: $0Net Assets 2018: $2,567,3752018Assets 2019: $2,620,410Liabilities 2019: $0Net Assets 2019: $2,620,4102019Assets 2020: $2,779,335Liabilities 2020: $1,625Net Assets 2020: $2,777,7102020Assets 2021: $2,781,302Liabilities 2021: $0Net Assets 2021: $2,781,3022021Assets 2022: $2,649,269Liabilities 2022: $0Net Assets 2022: $2,649,2692022Assets 2023: $2,586,574Liabilities 2023: $0Net Assets 2023: $2,586,5742023Assets 2024: $2,469,026Liabilities 2024: $0Net Assets 2024: $2,469,0262024Assets 2025: $2,763,703Liabilities 2025: $0Net Assets 2025: $2,763,7032025

Highlighted filing

2025

Assets$2,763,703
Liabilities$0
Net Assets$2,763,703
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $39,662Expenses 2011: $113,435Net Income 2011: -$73,7732011Revenue 2012: $46,969Expenses 2012: $123,423Net Income 2012: -$76,4542012Revenue 2014: $168,497Expenses 2014: $164,137Net Income 2014: $4,3602014Revenue 2015: $67,478Expenses 2015: $160,002Net Income 2015: -$92,5242015Revenue 2016: $112,770Expenses 2016: $157,321Net Income 2016: -$44,5512016Revenue 2017: $1,358,044Expenses 2017: $28,876Net Income 2017: $1,329,1682017Revenue 2018: $30,729Expenses 2018: $177,330Net Income 2018: -$146,6012018Revenue 2019: $62,297Expenses 2019: $179,262Net Income 2019: -$116,9652019Revenue 2020: $209,479Expenses 2020: $199,565Net Income 2020: $9,9142020Revenue 2021: $215,322Expenses 2021: $211,730Net Income 2021: $3,5922021Revenue 2022: $73,869Expenses 2022: $197,591Net Income 2022: -$123,7222022Revenue 2023: $125,305Expenses 2023: $191,691Net Income 2023: -$66,3862023Revenue 2024: $111,836Expenses 2024: $229,384Net Income 2024: -$117,5482024Revenue 2025: $422,095Expenses 2025: $127,418Net Income 2025: $294,6772025

Highlighted filing

2025

Revenue$422,095
Expenses$127,418
Net Income$294,677
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 29, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roderick A MacLeodPresident/Treas-$0--
John A MacleodVice President-$0--
Kristen M AlthausenVice President-$0--
Charles KellySecretary-$0--
Duncan RMacLeodDirector-$0--
Brian C QuinnDirector-$0--
Rory H MacLeodDirector-$0--
Andrew R MacLeodDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable-Cincinnati, OH, US$115,000
Paid Grant-Charitable-Verdi, NV, US$10,000
Filing and Contact Details

Filer

Filer Name
MacLeod Stewardship Foundation Inc
EIN
59-2492096
Phone
9143099398
Address
2375 Tamiami Trail N 110, Naples, FL 34103

Signing Officer

Name
R A MacLeod
Title
Trustee, President
Signed
2026-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Wood Hill Starman & Gustason PA
Address
2375 Tamiami Trail North Suite 110, Naples, FL 34103
Preparer
Sharon A Belcher CPA
Phone
2392621040
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Roderick A MacLeod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1John A Macleod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kristen M Althausen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Charles Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Duncan RMacLeod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Brian C Quinn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Rory H MacLeod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Andrew R MacLeod
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024600 S Tamiami Tr Ste 212 Box 181
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bonita Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RA MacLeod
IRS990PF/StatementsRegardingActyGrp/PhoneNum09143099398
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written-Letter Format-Data Pertinent to Request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Roderick A MacLeod
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02392621040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt024600 S Tamiami Trail Ste 212 Box 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bonita Springs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034134
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Fidelity Charitable Gift Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Sure Foundation Fellowship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 77001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1665 S Verdi Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Verdi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189439
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0219966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt094966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011148
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt094966
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011148
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04079
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028038
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123004
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07600
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividends Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07152
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07152
TaxesSchedule/TaxesDetail/Amt01193
TaxesSchedule/TaxesDetail/Amt11225
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01193
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11225
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R A MacLeod
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee, President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MacLeod Stewardship Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MACL
ReturnHeader/Filer/EIN0592492096
ReturnHeader/Filer/PhoneNum09143099398
ReturnHeader/Filer/USAddress/AddressLine1Txt02375 Tamiami Trail N 110
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591362099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rogers Wood Hill Starman & Gustason PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02375 Tamiami Trail North Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392621040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon A Belcher CPA
ReturnHeader/ReturnTs02026-03-29T09:25:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,763,703
Liabilities
$0
Net assets
$2,763,703
Revenue
$422,095
Expenses
$127,418
Net income
$294,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.42$0.13$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.11$0.23$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.13$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.07$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.22$0.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.21$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.06$0.18$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.03$0.18$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.02$2.88$1.36$0.03$1.33
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.35$0.11$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.07$0.16$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.17$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.05$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.04$0.11$0.07