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.
Sarah G McCarthy Memorial Fdn at a glance
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.
- Annual giving (2025)
- $50,000
- +11.1% vs 2024
- Grants made (2025)
- 9
- +80.0% vs 2024
- Average grant
- $5,556
- -38.3% vs 2024
- Median grant
- $5,000
- Total assets
- $1,078,817
- +4.3% vs 2024
- Primary geography
- Massachusetts (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Sarah G McCarthy Memorial Fdn
Open Grants
1 open opportunity from Sarah G McCarthy Memorial Fdn
Who Sarah G McCarthy Memorial Fdn funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Citizens Inn Inc ($15K). Together the top 9 received $50K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $42K (2019) to $53K (2022). In 2025 it made 9 grants totaling $50K.
Grants by year
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 |
Ready to take the next step with Sarah G McCarthy Memorial Fdn?
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 | $1,078,817 | $120,857 | $76,824 | $50,000 | 9 | $61,478 | $107,361 | $63,106 |
| 2024 | $1,034,477 | $109,248 | $69,286 | $45,000 | 5 | $55,934 | $95,354 | $59,833 |
| 2023 | $995,643 | $39,224 | $66,288 | $45,000 | 6 | $54,861 | $24,562 | $54,394 |
| 2022 | $1,023,009 | $-30,932 | $79,843 | $52,500 | 6 | $62,605 | $9,412 | $56,207 |
| 2021 | $1,133,736 | $236,526 | $70,207 | $44,000 | 6 | $55,395 | $221,667 | $62,774 |
| 2020 | $958,495 | $89,846 | $64,490 | $43,000 | 6 | — | $78,479 | $53,465 |
| 2019 | $935,513 | $65,156 | $63,768 | $42,000 | 6 | — | $57,246 | $51,893 |
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.
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
The highest reported compensation on the 2025 filing was $18K, to Bank of America (Trustee).
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(8)
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
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Sarah G McCarthy Memorial Fdn's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
People's United Community Foundation
Bridgeport, CT
People’s United Community Foundation previously funded preselected charitable organizations, with grants totaling $854,450 in 2021 and $107,500 across five grants in 2022; these figures suggest varied giving levels, and no geographic focus is stated. It does not accept unsolicited requests, and its 2022 return was marked final, with no grants reported in 2023.
Assets
$15.1M
Grants
5
Total Given
$108K
McCarthy Family Foundation
Dallas, TX
The McCarthy Family Foundation supports nonprofits in areas including education, food, health, housing, arts, military support, and mentorship, with its website emphasizing the DFW Metroplex; recent grants were concentrated in Massachusetts, with some funding in New York and Colorado. In 2025, grants ranged from $2,500 to $10,000, with a median of $7,500. It accepts unsolicited requests by letter of inquiry, with no deadline stated.
Assets
$4.1M
Grants
29
Total Given
$203K
Rockland Trust - East Boston Savings Bank Foundation Inc
Rockland, MA
The foundation’s final 2022 filing reported grants for housing, education, community development, and services for disadvantaged people, mainly benefiting communities in and around East Boston, Massachusetts. It made 43 grants totaling $178,500, typically around $5,000 (range: $1,000–$10,000), but it transferred its remaining assets in a merger and appears to have stopped grantmaking; its final filing described an application process, not a current one.
Assets
—
Grants
43
Total Given
$179K
The Applied Materials Foundation
Santa Clara, CA
The foundation funds education, arts and culture, civic engagement, environmental work, and girls’ empowerment, prioritizing community needs where Applied Materials operates; recent grants went to organizations in California, South Carolina, and Texas. In 2025, grants ranged from $101,907 to $2.5 million, with a median of $373,541. It does not limit giving to preselected organizations, and its guidelines provide application details.
Assets
$39.2M
Grants
20
Total Given
$13.4M
Essex County Community Foundation Inc
Beverly, MA
Essex County Community Foundation supports nonprofits addressing needs and opportunities in areas such as youth education, essential needs, veterans, women and girls, community response, and digital equity. Its 2025 grants had a median of $16,000, with awards ranging from $5,100 to $576,250, and it primarily serves Essex County, Massachusetts. It accepts applications for specific competitive grant programs through an online process; one listed program is invitation-only.
Assets
$150.5M
Grants
302
Total Given
$13.0M
Rogers Family Foundation
Boston, MA
The Rogers Family Foundation supports nonprofit programs in education, health, human services, community development, and the arts, primarily in Massachusetts’ Merrimack Valley and North Shore and southeastern New Hampshire. Its grants typically average $5,000–$25,000; 2025 awards ranged from $2,500 to $75,000.
Assets
$25.4M
Grants
88
Total Given
$1.2M
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Sarah G McCarthy Memorial Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Sarah G McCarthy Memorial Fdn down — hundreds of funders to go?