J & E McCarthy Charitable Trust
J & E McCarthy Charitable Trust is a private foundation, 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.
J & E McCarthy Charitable Trust at a glance
In short: J & E McCarthy Charitable Trust gave $16K across 3 grants in 2025 (avg $5K), top state Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,654
- -17.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $5,218
- -17.3% vs 2024
- Median grant
- $5,218
- Total assets
- $280,375
- +1.1% vs 2024
- Primary geography
- Connecticut (33% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who J & E McCarthy Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Legion of Christ Inc ($5K). Together the top 3 received $16K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How J & E McCarthy Charitable Trust gives
- Giving fell 27% from 2022 to 2025. Method
- In 2025 it paid out 81% 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 2021 to 2025, annual grant giving ranged from $16K (2025) to $22K (2023). In 2025 it made 3 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $280,375 | $25,039 | $21,961 | $15,654 | 3 | $17,092 | $20,394 | $21,209 |
| 2024 | $277,275 | $15,039 | $24,577 | $18,930 | 3 | $20,276 | $10,849 | $19,606 |
| 2023 | $286,998 | $6,023 | $27,230 | $22,206 | 3 | $23,351 | $4,971 | $22,451 |
| 2022 | $308,200 | $25,820 | $27,361 | $21,510 | 3 | $22,945 | $21,214 | $16,251 |
| 2021 | $309,778 | $6,527 | $24,704 | $18,714 | 3 | — | $2,130 | $15,726 |
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.
Leadership & Key People
Officers and directors from IRS filings
J & E McCarthy Charitable Trust's only listed officer is Beacon Bank & Trust, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Beacon Bank & Trust
Trustee
New on the 2025 filing
1 hr/week
$5K (2025)
Former officers (1)
- Former: Berkshire Bank Wealth Management (2021–2024) — Trustee
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 $5K, to Beacon Bank & Trust (Trustee).
Frequently asked questions about J & E McCarthy Charitable Trust
How much does J & E McCarthy Charitable Trust give each year?
J & E McCarthy Charitable Trust gave $16K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 3 grants.
What is J & E McCarthy Charitable Trust's typical grant size?
J & E McCarthy Charitable Trust's median grant in 2025 was $5,218, and its average grant was $5,218, across 3 grants on its 2025 IRS Form 990-PF.
Where does J & E McCarthy Charitable Trust give grants?
J & E McCarthy Charitable Trust's top state is Connecticut, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (33%) and Illinois (33%).
Does J & E McCarthy Charitable Trust give general operating support?
Yes: 100% of J & E McCarthy Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is J & E McCarthy Charitable Trust?
J & E McCarthy Charitable Trust reported $280K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $21K (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 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.
Data last updated October 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
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