Emery and Maxine Carey Charitable Tr

Private foundation · Grantmaker Neligh, NE EIN: 46-7218481
PhilanthropyFoundations

Emery and Maxine Carey Charitable Tr is a private foundation focused on Philanthropy, based in Neligh, NE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $158K in total assets.

Key facts about Emery and Maxine Carey Charitable Tr

EIN
46-7218481
Latest 990 filing
Form 990-PF, 2025
Total assets
$158,305

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$158K

-2.0% YoY

Revenue

$48K

-7.7% YoY

Expenses

$52K

-21.4% YoY

Under IRS private-foundation payout rules, Emery and Maxine Carey Charitable Tr reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How Emery and Maxine Carey Charitable Tr gives

  • Giving fell 88% from 2021 to 2024. Method
  • In 2024 it paid out 611% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

NelighBattle CreekClearwaterElginMichigan Center

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2019 1 grant2020 1 grant2021 2 grants2022 3 grants2023 1 grant2024 0 grants2025

From 2019 to 2024, annual grant giving ranged from $3K (2024) to $118K (2022). In 2024 it made 1 grant totaling $3K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

7 grants across all recorded years

6<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 7 (86%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$158,305$161,526$176,464
Revenue$47,785$51,794$40,260
Expenses$51,821$65,922$48,955
Qualifying Distributions—$3,000$15,075
Net Investment Income——$6,380
Distributable Amount$21,315$491$508

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 17, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 3, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 28, 2026)
  7. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 1, 2021)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Emery and Maxine Carey Charitable Tr is led by James J. McNally, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • James J. McNally

    Trustee

    On filings since 2019

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Emery and Maxine Carey Charitable Tr

How large is Emery and Maxine Carey Charitable Tr?

Emery and Maxine Carey Charitable Tr reported $158K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $48K.

What is Emery and Maxine Carey Charitable Tr?

Emery and Maxine Carey Charitable Tr is a private foundation focused on Philanthropy, based in Neligh, NE. It holds $158K in total assets as of 2025.

Where does Emery and Maxine Carey Charitable Tr operate?

Emery and Maxine Carey Charitable Tr has awarded grants in Michigan, Nebraska.

How much is Emery and Maxine Carey Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Emery and Maxine Carey Charitable Tr reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Emery and Maxine Carey Charitable Tr's EIN?

Emery and Maxine Carey Charitable Tr's EIN (Employer Identification Number) is 46-7218481. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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