Edna K Mccarthy Charitable Trust

BIRMINGHAM, AL EIN: 59-7228485

Edna K Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$481K

-3.2% YoY

Annual Giving

$35K

+94.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

+94.5% YoY

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.

About Edna K Mccarthy Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $98K (82%)

Florida $21K (18%)

States

District of Columbia Florida

Cities

ClearwaterWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$480,613	$496,543	$504,760
Revenue	$31,734	$22,484	$9,045
Expenses	$47,645	$30,722	$49,798
Qualifying Distributions	$38,222	$22,076	$41,707
Net Investment Income	$22,549	$13,926	$10,969
Distributable Amount	$37,045	$1,499	$32,803

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include American Red Cross Office of the General ($28,593), Humane Society of ($6,353).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$11,379

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Edna K Mccarthy Charitable Trust?

Edna K Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $481K in total assets as of 2025.

How large is Edna K Mccarthy Charitable Trust?

As of 2025, Edna K Mccarthy Charitable Trust holds $481K in total assets with $32K in annual revenue. It awarded 2 grants totaling $35K in 2025.

Where does Edna K Mccarthy Charitable Trust operate?

Edna K Mccarthy Charitable Trust has awarded grants in District of Columbia, Florida.

What size grants does Edna K Mccarthy Charitable Trust award?

In 2025, Edna K Mccarthy Charitable Trust awarded 2 grants totaling $35K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Edna K Mccarthy Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Edna K Mccarthy Charitable Trust reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.