Robert L McCarthy Charitable Trust
Robert L McCarthy Charitable Trust is a private foundation, based in Lake St Louis, MO. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 5 grants totaling $5.0M. Net investment income was $354K.
Robert L McCarthy Charitable Trust at a glance
In short: Robert L McCarthy Charitable Trust gave $5.0M across 5 grants in 2025 (avg $990K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,950,000
- +47.8% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $990,000
- +18.2% vs 2024
- Median grant
- $1,000,000
- Total assets
- $4,349,254
- -51.7% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert L McCarthy Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Rosati-Kain Academy ($1.2M). Together the top 5 received $5.0M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $1–5M range: 10 grants of 15 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Robert L McCarthy Charitable Trust gives
- Giving grew 148% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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 $1.0M (2023) to $5.0M (2025). In 2025 it made 5 grants totaling $5.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rosati-Kain Academy St. Louis, MO | Academic Scholorship Programs | $1,200,000 |
| St Louis University St. Louis, MO | Academic Scholorship Programs | $1,000,000 |
| St Louis University High School St. Louis, MO | Academic Scholorship Programs | $1,000,000 |
| Marian Middle School St. Louis, MO | Academic Scholarship Programs | $1,000,000 |
| Loyola Academy St. Louis, MO | Academic Scholorship Programs | $750,000 |
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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 | $4,349,254 | $376,389 | $5,023,836 | $4,950,000 | 5 | $4,960,296 | $353,574 | $324,185 |
| 2024 | $8,996,701 | $536,228 | $3,424,191 | $3,350,000 | 4 | $3,352,261 | $466,798 | $464,902 |
| 2023 | $11,884,664 | $385,312 | $1,083,168 | $1,000,000 | 1 | $1,005,805 | $307,949 | $562,822 |
| 2022 | $12,582,520 | $319,611 | $2,123,223 | $2,000,000 | 1 | $2,001,391 | $91,887 | $695,147 |
| 2021 | $14,386,132 | $17,590,697 | $3,204,565 | $3,100,000 | 4 | $3,100,000 | $1,866,681 | $782,018 |
Under IRS private-foundation payout rules, Robert L McCarthy Charitable Trust reported a distributable amount of $324K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert L McCarthy Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Danielle McCarthy
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Elizabeth McCarthy
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Jeanne Besselsen
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
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.
Frequently asked questions about Robert L McCarthy Charitable Trust
How much does Robert L McCarthy Charitable Trust give each year?
Robert L McCarthy Charitable Trust gave $5.0M across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.4M across 4 grants.
What is Robert L McCarthy Charitable Trust's typical grant size?
Robert L McCarthy Charitable Trust's median grant in 2025 was $1,000,000, and its average grant was $990,000, across 5 grants on its 2025 IRS Form 990-PF.
Where does Robert L McCarthy Charitable Trust give grants?
Robert L McCarthy Charitable Trust gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St. Louis, MO (5 grants).
Does Robert L McCarthy Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Robert L McCarthy Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Academic Scholorship Programs" (4 grants).
Who are Robert L McCarthy Charitable Trust's largest grantees?
Robert L McCarthy Charitable Trust's largest 2025 grantees include Rosati-Kain Academy ($1,200,000), St Louis University ($1,000,000) and St Louis University High School ($1,000,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.
How large is Robert L McCarthy Charitable Trust?
Robert L McCarthy Charitable Trust reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $5.0M in qualifying distributions that year, against a required minimum of $324K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 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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