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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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