Edna K McCarthy Charitable Trust
Edna K McCarthy Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $481K in total assets. In 2025, it awarded 2 grants totaling $35K. Net investment income was $23K.
Edna K McCarthy Charitable Trust at a glance
In short: Edna K McCarthy Charitable Trust gave $35K across 2 grants in 2025 (avg $17K), mostly in District of Columbia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $34,946
- +94.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $17,473
- +94.5% vs 2024
- Median grant
- $17,473
- Total assets
- $480,613
- -3.2% vs 2024
- Primary geography
- District of Columbia (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Edna K McCarthy Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was American Red Cross Office of the General ($29K). Together the top 2 received $35K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Edna K McCarthy Charitable Trust gives
- Giving grew 184% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). 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 2021 to 2025, annual grant giving ranged from $12K (2022) to $40K (2023). In 2025 it made 2 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Red Cross Office of the General Washington, DC | General Operating | $28,593 |
| Humane Society of Clearwater, FL | General Operating | $6,353 |
Ready to take the next step with Edna K McCarthy Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $480,613 | $31,734 | $47,645 | $34,946 | 2 | $38,222 | $22,549 | $37,045 |
| 2024 | $496,543 | $22,484 | $30,722 | $17,970 | 2 | $22,076 | $13,926 | $1,499 |
| 2023 | $504,760 | $9,045 | $49,798 | $39,699 | 2 | $41,707 | $10,969 | $32,803 |
| 2022 | $544,071 | $24,352 | $26,663 | $12,325 | 2 | $16,537 | $15,464 | $35,982 |
| 2021 | $546,573 | $59,539 | $24,296 | $13,739 | 2 | — | $51,092 | $34,040 |
Under IRS private-foundation payout rules, Edna K McCarthy Charitable Trust reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edna K McCarthy Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2021
1 hr/week
$11K (2021) → $11K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Regions Bank (Trustee).
Frequently asked questions about Edna K McCarthy Charitable Trust
How much does Edna K McCarthy Charitable Trust give each year?
Edna K McCarthy Charitable Trust gave $35K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 2 grants.
How large is Edna K McCarthy Charitable Trust?
Edna K McCarthy Charitable Trust reported $481K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
Where does Edna K McCarthy Charitable Trust operate?
Edna K McCarthy Charitable Trust has awarded grants in District of Columbia, Florida.
What is Edna K McCarthy Charitable Trust's EIN?
Edna K McCarthy Charitable Trust's EIN (Employer Identification Number) is 59-7228485. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Edna K McCarthy Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Wasserman Foundation
Sarasota, FL
The Wasserman Foundation funds charitable organizations, with 2024 grants ranging from $449 to $82,000 and a median award of $2,500. Its giving is concentrated in Florida, with one listed grant to an Arkansas recipient. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.4M
Grants
22
Total Given
$243K
Emil Ewald Family Foundation Inc
Oconomowoc, WI
The Emil Ewald Family Foundation supports faith, education, community service, wellness and recreation, and conservation, with most 2025 grant dollars going to Wisconsin organizations. Its 141 grants ranged from $1,000 to $85,000, with a median of $3,000. Although its website mentions an application form, its 2025 filing says it funds only preselected organizations and does not accept unsolicited requests.
Assets
$22.3M
Grants
141
Total Given
$672K
The Maurice B Tobin Family Foundation
Naples, FL
Assets
$764K
Grants
5
Total Given
$77K
Youth Educational Council Inc
Hollywood, FL
The foundation supports preselected charitable organizations, including educational, arts, and LGBTQ+ organizations, with grants typically very small: $10–$350 in 2025 (median $25). Its giving is based in Florida, with some grants to organizations in other states; it does not accept unsolicited funding requests.
Assets
$24K
Grants
36
Total Given
$2K
Hein & Beverly Rusen Family Foundation Inc
Sarasota, FL
Assets
—
Grants
5
Total Given
$255K
James M Schoonmaker II Foundation
Chicago, IL
The foundation supports sailing, healthcare, history, and community programs, with 2025 grants ranging from $1,000 to $1.84 million and a median grant of $50,000. Its 2025 giving went mainly to organizations in Florida, New York, California, Rhode Island, and Ohio. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$163.5M
Grants
31
Total Given
$8.6M
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Edna K McCarthy Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Edna K McCarthy Charitable Trust down — hundreds of funders to go?