Anne Marie and Brian McCarthy

Foundation · Grantmaker Boston, MA EIN: 92-1230544

Anne Marie and Brian McCarthy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 3 grants totaling $700K. Net investment income was $122K.

Key facts about Anne Marie and Brian McCarthy

EIN: 92-1230544
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $700,000
Grants made (2024): 3
Average grant: $233,333
Median grant: $200,000
Total assets: $6,688,161
Primary geography: Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Anne Marie and Brian McCarthy funds

By grant dollars, the top recipient states for Anne Marie and Brian McCarthy's 3 itemized 2024 grants were Pennsylvania (100%). None of its 3 grants with a stated purpose were described as general or operating support.

How Anne Marie and Brian McCarthy gives

In 2024 it paid out 175% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Anne Marie and Brian McCarthy

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.7M

-7.3% YoY

Annual Giving

$700K

-56.3% YoY

Grant Count

-40.0% YoY

Avg Grant Size

$233K

-27.1% YoY

Under IRS private-foundation payout rules, Anne Marie and Brian McCarthy reported a distributable amount of $408K for 2024 — the minimum it must pay out in qualifying distributions.

About Anne Marie and Brian McCarthy

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $700K (100%)

Share of all 3 itemized 2024 grant dollars.

States

Pennsylvania

Cities

PhiladelphiaMalvernVillanova

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$6,688,161	$7,213,831	$8,000,000
Revenue	$434,245	$881,806	$8,000,000
Expenses	$785,125	$1,667,975	—
Qualifying Distributions	$714,632	$1,612,884	—
Net Investment Income	$122,174	$199,720	—
Distributable Amount	$407,749	$373,231	$98

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2022–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include St Agatha-St James Church ($300,000), Catholic Leadership Institute ($200,000), Villanova University ($200,000).

Recipient	Purpose	Amount
ST AGATHA-ST JAMES CHURCH Philadelphia, PA	NEWMAN CENTER	$300,000
CATHOLIC LEADERSHIP INSTITUTE Malvern, PA	CLI EMPLOYEES AND FACILITATORS	$200,000
VILLANOVA UNIVERSITY Villanova, PA	CENTER FOR CHURCH MANAGEMENT'S RESEARCH INITIATIVES	$200,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Brian McCarthy	President / Treasurer	1	—
Anne Marie McCarthy	Secretary	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Anne Marie and Brian McCarthy?

Anne Marie and Brian McCarthy is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Boston, MA. It holds $6.7M in total assets as of 2024.

How large is Anne Marie and Brian McCarthy?

As of 2024, Anne Marie and Brian McCarthy holds $6.7M in total assets with $434K in annual revenue. It awarded 3 grants totaling $700K in 2024.

Where does Anne Marie and Brian McCarthy operate?

Anne Marie and Brian McCarthy has awarded grants in Pennsylvania.

What size grants does Anne Marie and Brian McCarthy award?

In 2024, Anne Marie and Brian McCarthy awarded 3 grants totaling $700K — an average of about $233K per grant, based on its IRS Form 990 filings.

How much is Anne Marie and Brian McCarthy required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne Marie and Brian McCarthy reported a distributable amount of $408K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.