Sarah G Mccarthy Memorial Fdn

DALLAS, TX EIN: 04-6020729

Sarah G Mccarthy Memorial Fdn is a private foundation focused on Agriculture, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 5 grants totaling $45K. Net investment income was $95K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

+3.9% YoY

Annual Giving

$45K

+0.0% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$9K

+20.0% YoY

Under IRS private-foundation payout rules, Sarah G Mccarthy Memorial Fdn reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.

About Sarah G Mccarthy Memorial Fdn

Based on IRS filings

Sarah G Mccarthy Memorial Fdn is a private foundation focused on Agriculture, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 5 grants totaling $45K. Net investment income was $95K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

AshfieldBostonDanversGloucesterNeedhamPeabodyReadingSalemSomerville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$65K$130K$195K$260K20202021202220232024
Metric202420232022
Total Assets$1,034,477$995,643$1,023,009
Revenue$109,248$39,224$-30,932
Expenses$69,286$66,288$79,843
Qualifying Distributions$55,934$54,861$62,605
Net Investment Income$95,354$24,562$9,412
Distributable Amount$59,833$54,394$56,207

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$53K6 grants20206 grants20216 grants20226 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

CITIZENS INN INC$25KNEWHALL FIELDS COMMUNITY…$5KYMCA OF METRO NORTH$5KHEALING ABUSE WORKING FO…$5KHOPE AND COMFORT INC$5K

Grant Size Distribution

29 grants across all recorded years

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

Open Grants

1 open opportunity from Sarah G Mccarthy Memorial Fdn

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Citizens Inn Inc ($25,000), Newhall Fields Community Farm ($5,000), Ymca of Metro North ($5,000).

RecipientPurposeAmount
NEWHALL FIELDS COMMUNITY FARM PEABODY, MAUNRESTRICTED GENERAL$5,000
YMCA OF METRO NORTH PEABODY, MAUNRESTRICTED GENERAL$5,000
HEALING ABUSE WORKING FOR CHANGE SALEM, MAUNRESTRICTED GENERAL$5,000
CITIZENS INN INC PEABODY, MAUNRESTRICTED GENERAL$25,000
HOPE AND COMFORT INC NEEDHAM, MAUNRESTRICTED GENERAL$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$17K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$17,284
ELTON MCCAUSLANDCO-TRUSTEE1
J DAVID MORANCO-TRUSTEE1
CLAUDIA LUCKCO-TRUSTEE1
KEVIN P STILESCO- TRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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 $1.0M in total assets as of 2024.

How large is Sarah G Mccarthy Memorial Fdn?

As of 2024, Sarah G Mccarthy Memorial Fdn holds $1.0M in total assets with $109K in annual revenue. It awarded 5 grants totaling $45K in 2024.

Where does Sarah G Mccarthy Memorial Fdn operate?

Sarah G Mccarthy Memorial Fdn has awarded grants in Massachusetts.

What size grants does Sarah G Mccarthy Memorial Fdn award?

In 2024, Sarah G Mccarthy Memorial Fdn awarded 5 grants totaling $45K — an average of about $9K per grant, based on its IRS Form 990 filings.

How much is Sarah G Mccarthy Memorial Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sarah G Mccarthy Memorial Fdn reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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