Sarah G McCarthy Memorial Fdn
Sarah G McCarthy Memorial Fdn is a private foundation focused on Agriculture, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 9 grants totaling $50K. Net investment income was $107K.
Key facts about Sarah G McCarthy Memorial Fdn
In short: Sarah G McCarthy Memorial Fdn gave $50K across 9 grants in 2025 (avg $6K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6020729
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,000
- Grants made (2025)
- 9
- Average grant
- $5,556
- Median grant
- $5,000
- Total assets
- $1,078,817
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
+4.3% YoY
Annual Giving
$50K
+11.1% YoY
Grant Count
9
+80.0% YoY
Avg Grant Size
$6K
-38.3% YoY
Under IRS private-foundation payout rules, Sarah G McCarthy Memorial Fdn reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
How Sarah G McCarthy Memorial Fdn gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 97% 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.
Open Grants
1 open opportunity from Sarah G McCarthy Memorial Fdn
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 9 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CITIZENS INN INC Peabody, MA | UNRESTRICTED GENERAL | $15,000 |
| YMCA OF METRO NORTH Peabody, MA | UNRESTRICTED GENERAL | $5,000 |
| PROJECT ADVENTURE INC Snohomish, WA | UNRESTRICTED GENERAL | $5,000 |
| SCIENCE FROM SCIENTISTS INC Boston, MA | UNRESTRICTED GENERAL | $5,000 |
| MISSION OF DEEDS Reading, MA | UNRESTRICTED GENERAL | $5,000 |
| UNITED NATIONS ASSOCIATION Columbus, OH | UNRESTRICTED GENERAL | $5,000 |
| HOPE AND COMFORT Needham, MA | UNRESTRICTED GENERAL | $5,000 |
| THE CHILDREN'S PIAZZA Peabody, MA | UNRESTRICTED GENERAL | $3,000 |
| PEABODY INSTITUTE LIBRARY FOUNDATION Peabody, MA | UNRESTRICTED GENERAL | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,078,817 | $1,034,477 | $995,643 |
| Revenue | $120,857 | $109,248 | $39,224 |
| Expenses | $76,824 | $69,286 | $66,288 |
| Qualifying Distributions | $61,478 | $55,934 | $54,861 |
| Net Investment Income | $107,361 | $95,354 | $24,562 |
| Distributable Amount | $63,106 | $59,833 | $54,394 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Sarah G McCarthy Memorial Fdn's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Claudia Luck
Co-Trustee
On filings since 2019
1 hr/week
$100 (2019) → $0 (2025)
Elton McCausland
Co-Trustee
On filings since 2019
1 hr/week
$100 (2019) → $0 (2025)
J. David Moran
Co-Trustee
On filings since 2019
1 hr/week
$100 (2019) → $0 (2025)
Kevin P. Stiles
Co- Trustee
On filings since 2019
1 hr/week
$100 (2019) → $0 (2025)
Bank Of America
Trustee
On filings since 2021
1 hr/week
$18K (2021) → $18K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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
Frequently asked questions about Sarah G McCarthy Memorial Fdn
How much does Sarah G McCarthy Memorial Fdn give each year?
Sarah G McCarthy Memorial Fdn gave $50K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 5 grants.
What is Sarah G McCarthy Memorial Fdn's typical grant size?
Sarah G McCarthy Memorial Fdn's median grant in 2025 was $5,000, and its average grant was $5,556, across 9 grants on its 2025 IRS Form 990-PF.
Where does Sarah G McCarthy Memorial Fdn give grants?
Sarah G McCarthy Memorial Fdn gives mostly in Massachusetts: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Washington (10%) and Ohio (10%). The most frequent recipient cities were Peabody, MA (4 grants).
Does Sarah G McCarthy Memorial Fdn give general operating support?
Yes: 100% of Sarah G McCarthy Memorial Fdn's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Sarah G McCarthy Memorial Fdn's largest grantees?
Sarah G McCarthy Memorial Fdn's largest 2025 grantees include Citizens Inn Inc ($15,000), YMCA of Metro North ($5,000) and Project Adventure Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Sarah G McCarthy Memorial Fdn?
Sarah G McCarthy Memorial Fdn reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).
What is Sarah G McCarthy Memorial Fdn?
Sarah G McCarthy Memorial Fdn is a private foundation focused on Agriculture, based in Dallas, TX. It holds $1.1M in total assets as of 2025.
What is Sarah G McCarthy Memorial Fdn's EIN?
Sarah G McCarthy Memorial Fdn's EIN (Employer Identification Number) is 04-6020729. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Sarah G McCarthy Memorial Fdn by hand.
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