Sarah G McCarthy Memorial Fdn

Foundation · Grantmaker Dallas, TX EIN: 04-6020729
Agriculturefishing and forestryCommunity and economic developmentHousing development

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

3states

Share of all 9 itemized 2025 grant dollars.

Cities

PeabodySalemReadingBostonGloucesterNeedhamAshfieldColumbusDanversSnohomishSomerville

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants20196 grants20206 grants20216 grants20226 grants20235 grants20249 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Citizens Inn Inc: $15KCitizens Inn Inc$15KYMCA of Metro North: $5KYMCA of Metro North$5KProject Adventure Inc: $5KProject Adventure Inc$5KScience from Scientists Inc: $5KScience from Scientists Inc$5KMission of Deeds: $5KMission of Deeds$5KUnited Nations Association: $5KUnited Nations Association$5KHope and Comfort: $5KHope and Comfort$5KThe Children's Piazza: $3KThe Children's Piazza$3KPeabody Institute Library Foundation: $2KPeabody Institute LibraryFoundation$2K

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CITIZENS INN INC Peabody, MAUNRESTRICTED GENERAL$15,000
YMCA OF METRO NORTH Peabody, MAUNRESTRICTED GENERAL$5,000
PROJECT ADVENTURE INC Snohomish, WAUNRESTRICTED GENERAL$5,000
SCIENCE FROM SCIENTISTS INC Boston, MAUNRESTRICTED GENERAL$5,000
MISSION OF DEEDS Reading, MAUNRESTRICTED GENERAL$5,000
UNITED NATIONS ASSOCIATION Columbus, OHUNRESTRICTED GENERAL$5,000
HOPE AND COMFORT Needham, MAUNRESTRICTED GENERAL$5,000
THE CHILDREN'S PIAZZA Peabody, MAUNRESTRICTED GENERAL$3,000
PEABODY INSTITUTE LIBRARY FOUNDATION Peabody, MAUNRESTRICTED GENERAL$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019202020212022202320242025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. 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

Bank of America — Trustee: $18KBank of AmericaTrustee$18K

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.

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