Robert L Mccarthy Charitable Trust
Robert L Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE ST LOUIS, MO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 4 grants totaling $3.4M. Net investment income was $467K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.0M
-24.3% YoY
Annual Giving
$3.4M
+235.0% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$838K
-16.3% YoY
Under IRS private-foundation payout rules, Robert L Mccarthy Charitable Trust reported a distributable amount of $465K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert L Mccarthy Charitable Trust
Based on IRS filings
Robert L Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE ST LOUIS, MO. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 4 grants totaling $3.4M. Net investment income was $467K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,996,701 | $11,884,664 | $12,582,520 |
| Revenue | $536,228 | $385,312 | $319,611 |
| Expenses | $3,424,191 | $1,083,168 | $2,123,223 |
| Qualifying Distributions | $3,352,261 | $1,005,805 | $2,001,391 |
| Net Investment Income | $466,798 | $307,949 | $91,887 |
| Distributable Amount | $464,902 | $562,822 | $695,147 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Maryville University ($1,000,000), St Louis University High School ($1,000,000), Loyola Academy ($750,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LOYOLA ACADEMY ST LOUIS, MO | ACADEMIC SCHOLORSHIP PROGRAMS | $750,000 |
| MARYVILLE UNIVERSITY ST LOUIS, MO | GENERAL SCHOLARSHIP FUND TO AID IN THE RECRUITMENT AND RETENTION OF NURSING STUDENTS | $1,000,000 |
| ST LOUIS UNIVERSITY HIGH SCHOOL ST LOUIS, MO | ACADEMIC SCHOLORSHIP PROGRAMS | $1,000,000 |
| ROSATI-KAIN ACADEMY ST LOUIS, MO | ACADEMIC SCHOLORSHIP PROGRAMS | $600,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0.5 | — |
| DANIELLE MCCARTHY | TRUSTEE | 0.5 | — |
| ELIZABETH MCCARTHY | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert L Mccarthy Charitable Trust?
Robert L Mccarthy Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE ST LOUIS, MO. It holds $9.0M in total assets as of 2024.
How large is Robert L Mccarthy Charitable Trust?
As of 2024, Robert L Mccarthy Charitable Trust holds $9.0M in total assets with $536K in annual revenue. It awarded 4 grants totaling $3.4M in 2024.
Where does Robert L Mccarthy Charitable Trust operate?
Robert L Mccarthy Charitable Trust has awarded grants in Missouri.
What size grants does Robert L Mccarthy Charitable Trust award?
In 2024, Robert L Mccarthy Charitable Trust awarded 4 grants totaling $3.4M — an average of about $838K per grant, based on its IRS Form 990 filings.
How much is Robert L Mccarthy Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L Mccarthy Charitable Trust reported a distributable amount of $465K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert L Mccarthy Charitable Trust's EIN?
Robert L Mccarthy Charitable Trust's EIN (Employer Identification Number) is 85-3138236. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Robert L 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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