Carrie E McFarland Charitable Trust XXXXX7004
Carrie E McFarland Charitable Trust XXXXX7004 is a private foundation focused on Human Services, based in Chicago, IL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $9.0M in total assets. In 2026, it awarded 3 grants totaling $566K. Net investment income was $682K.
Carrie E McFarland Charitable Trust XXXXX7004 at a glance
In short: Carrie E McFarland Charitable Trust XXXXX7004 gave $566K across 3 grants in 2026 (avg $189K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $565,631
- +14.9% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $188,544
- +14.9% vs 2025
- Median grant
- $254,534
- Total assets
- $8,976,258
- +0.8% vs 2025
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Carrie E McFarland Charitable Trust XXXXX7004 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was McFarland Day Nursery St Anderws Episcopal Church ($255K). Together the top 3 received $566K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $100–250K range: 6 grants of 15 (40%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Carrie E McFarland Charitable Trust XXXXX7004 gives
- Giving held roughly steady from 2023 to 2026 (−4%). Method
- In 2026 it paid out 75% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $309K (2024) to $591K (2023). In 2026 it made 3 grants totaling $566K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| McFarland Day Nursery St Anderws Episcopal Church Fort Worth, TX | General | $254,534 |
| Eddleman-McFarland Fund St Anderws Episcopal Church Fort Worth, TX | General | $254,534 |
| St Andrews Episcopal Church Fort Worth, TX | General | $56,563 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $8,976,258 | $783,239 | $708,095 | $565,631 | 3 | $597,249 | $681,614 | $792,883 |
| 2025 | $8,901,120 | $582,991 | $618,698 | $492,384 | 3 | $521,156 | $494,162 | $727,073 |
| 2024 | $8,936,822 | $393,746 | $426,190 | $308,889 | 3 | $333,102 | $308,622 | $622,177 |
| 2023 | $8,969,286 | $510,574 | $757,099 | $591,151 | 3 | $619,263 | $523,989 | $604,804 |
| 2022 | $9,215,811 | $2,133,191 | $626,740 | $497,822 | 3 | $523,137 | $2,034,001 | $597,704 |
| 2021 | $7,710,424 | $590,741 | $510,016 | $394,252 | 3 | — | $505,383 | $551,594 |
| 2020 | $7,629,761 | $475,696 | $513,002 | $403,425 | 3 | — | $397,743 | $512,924 |
Under IRS private-foundation payout rules, Carrie E McFarland Charitable Trust XXXXX7004 reported a distributable amount of $793K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carrie E McFarland Charitable Trust XXXXX7004's only listed officer is Jpmorgan Chase Bank NA, Trustee on filings since 2020 (compensated).
Officers on the 2026 filing
Jpmorgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$68K (2020) → $111K (2026)
Former officers (1)
- Former: JP Morgan Chase Bank NA (2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $111K, to JPMorgan Chase Bank NA (Trustee).
Frequently asked questions about Carrie E McFarland Charitable Trust XXXXX7004
How much does Carrie E McFarland Charitable Trust XXXXX7004 give each year?
Carrie E McFarland Charitable Trust XXXXX7004 gave $566K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $492K across 3 grants.
What is Carrie E McFarland Charitable Trust XXXXX7004's typical grant size?
Carrie E McFarland Charitable Trust XXXXX7004's median grant in 2026 was $254,534, and its average grant was $188,544, across 3 grants on its 2026 IRS Form 990-PF.
Where does Carrie E McFarland Charitable Trust XXXXX7004 give grants?
Carrie E McFarland Charitable Trust XXXXX7004 gives mostly in Texas: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Fort Worth, TX (3 grants).
Does Carrie E McFarland Charitable Trust XXXXX7004 give general operating support?
Yes: 100% of Carrie E McFarland Charitable Trust XXXXX7004's 2026 grants with a stated purpose (3 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Carrie E McFarland Charitable Trust XXXXX7004?
Carrie E McFarland Charitable Trust XXXXX7004 reported $9.0M in total assets on its 2026 IRS Form 990-PF. It paid out $597K in qualifying distributions that year, against a required minimum of $793K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Carrie E McFarland Charitable Trust XXXXX7004?
Carrie E McFarland Charitable Trust XXXXX7004 is a private foundation focused on Human Services, based in Chicago, IL. It holds $9.0M in total assets as of 2026.
What is Carrie E McFarland Charitable Trust XXXXX7004's EIN?
Carrie E McFarland Charitable Trust XXXXX7004's EIN (Employer Identification Number) is 75-6262201. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 8, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 8, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Carrie E McFarland Charitable Trust XXXXX7004 funds
Human Services Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Carrie E McFarland Charitable Trust XXXXX7004's focus areas in our free grants database
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