J & E Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $280K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $20K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$280K
+1.1% YoY
Annual Giving
$16K
-17.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$5K
-17.3% YoY
Under IRS private-foundation payout rules, J & E Mccarthy Charitable Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
About J & E Mccarthy Charitable Trust
Based on IRS filings
J & E Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $280K in total assets. In 2025, it awarded 3 grants totaling $16K. Net investment income was $20K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $280,375 | $277,275 | $286,998 |
| Revenue | $25,039 | $15,039 | $6,023 |
| Expenses | $21,961 | $24,577 | $27,230 |
| Qualifying Distributions | $17,092 | $20,276 | $23,351 |
| Net Investment Income | $20,394 | $10,849 | $4,971 |
| Distributable Amount | $21,209 | $19,606 | $22,451 |
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 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Legion of Christ Inc ($5,218), St Mary's Roman Catholic Church ($5,218), Catholic Church Extension Society ($5,218).
| Recipient | Purpose | Amount |
|---|---|---|
| LEGION OF CHRIST INC CHESHIRE, CT | GENERAL FUND | $5,218 |
| ST MARY'S ROMAN CATHOLIC CHURCH AUBURN, NY | GENERAL FUND | $5,218 |
| CATHOLIC CHURCH EXTENSION SOCIETY CHICAGO, IL | GENERAL FUND | $5,218 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is J & E Mccarthy Charitable Trust?
J & E Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. It holds $280K in total assets as of 2025.
How large is J & E Mccarthy Charitable Trust?
As of 2025, J & E Mccarthy Charitable Trust holds $280K in total assets with $25K in annual revenue. It awarded 3 grants totaling $16K in 2025.
Where does J & E Mccarthy Charitable Trust operate?
J & E Mccarthy Charitable Trust has awarded grants in Connecticut, Illinois, New York.
What size grants does J & E Mccarthy Charitable Trust award?
In 2025, J & E Mccarthy Charitable Trust awarded 3 grants totaling $16K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is J & E Mccarthy Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, J & E Mccarthy Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is J & E Mccarthy Charitable Trust's EIN?
J & E Mccarthy Charitable Trust's EIN (Employer Identification Number) is 83-6063053. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in J & E Mccarthy Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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