Mccartney Family Charitable Trust

RALEIGH, NC EIN: 81-4871522

Mccartney Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 7 grants totaling $258K. Net investment income was $245K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.7M

-0.2% YoY

Annual Giving

$258K

+8.4% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$37K

+8.4% YoY

Under IRS private-foundation payout rules, Mccartney Family Charitable Trust reported a distributable amount of $264K for 2024 — the minimum it must pay out in qualifying distributions.

About Mccartney Family Charitable Trust

Based on IRS filings

Mccartney Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. In 2024, it awarded 7 grants totaling $258K. Net investment income was $245K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ArlingtonRaleighRoanoke

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$150K$300K$450K$601K20202021202220232024
Metric202420232022
Total Assets$4,699,597$4,708,719$5,039,184
Revenue$286,903$-58,967$200,259
Expenses$299,997$276,143$354,976
Qualifying Distributions$258,000$238,000$304,000
Net Investment Income$244,922$92,361$159,842
Distributable Amount$264,038$244,457$255,723

Giving Over Time

Total grant dollars and number of grants per year

$0$76K$152K$228K$304K7 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

ST ELIZABETH'S EPISCOPAL…$52KRoanoke Valley SPCA$52KTHE RESCUE MISSION FOUND…$52KRoanoke Area Ministries$26KSALVATION ARMY$26KAMERICAN CANCER SOCIETY$26KThe American Diabetes As…$26K

Grant Size Distribution

35 grants across all recorded years

29<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Elizabeth's Episcopal Church ($51,600), Roanoke Valley SPCA ($51,600), The Rescue Mission Foundation ($51,600).

RecipientPurposeAmount
Roanoke Area Ministries Roanoke, VAGENERAL PURPOSE$25,800
SALVATION ARMY RALEIGH, NCGENERAL PURPOSE$25,800
ST ELIZABETH'S EPISCOPAL CHURCH Roanoke, VAGENERAL PURPOSE$51,600
Roanoke Valley SPCA Roanoke, VAGENERAL PURPOSE$51,600
THE RESCUE MISSION FOUNDATION Roanoke, VAGENERAL PURPOSE$51,600
AMERICAN CANCER SOCIETY Roanoke, VAGENERAL PURPOSE$25,800
The American Diabetes Association Arlington, VAGENERAL PURPOSE$25,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIRST CITIZENS BANK …TRUSTEE$38K

From 2024 filing

NameTitleHoursCompensation
FIRST CITIZENS BANK TRUST COTRUSTEE1$37,525

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mccartney Family Charitable Trust?

Mccartney Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $4.7M in total assets as of 2024.

How large is Mccartney Family Charitable Trust?

As of 2024, Mccartney Family Charitable Trust holds $4.7M in total assets with $287K in annual revenue. It awarded 7 grants totaling $258K in 2024.

Where does Mccartney Family Charitable Trust operate?

Mccartney Family Charitable Trust has awarded grants in North Carolina, Virginia.

What size grants does Mccartney Family Charitable Trust award?

In 2024, Mccartney Family Charitable Trust awarded 7 grants totaling $258K — an average of about $37K per grant, based on its IRS Form 990 filings.

How much is Mccartney Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mccartney Family Charitable Trust reported a distributable amount of $264K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mccartney Family Charitable Trust's EIN?

Mccartney Family Charitable Trust's EIN (Employer Identification Number) is 81-4871522. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Mccartney Family Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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