The Carol a and James J McInnis Charitable Trust
The Carol a and James J McInnis Charitable Trust is a private foundation, based in North Andover, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $251K in total assets. In 2024, it awarded 2 grants totaling $33K. Net investment income was $14K.
The Carol a and James J McInnis Charitable Trust at a glance
In short: The Carol a and James J McInnis Charitable Trust gave $33K across 2 grants in 2024 (avg $16K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $32,500
- +116.7% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $16,250
- +8.3% vs 2023
- Median grant
- $16,250
- Total assets
- $250,723
- -6.9% vs 2023
- Primary geography
- Massachusetts (92% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The Carol a and James J McInnis Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Merrimack College ($30K). Together the top 2 received $33K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 71 grants of 71 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The Carol a and James J McInnis Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 99% 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 2020 to 2024, annual grant giving ranged from $15K (2023) to $33K (2021). In 2024 it made 2 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Merrimack College North Andover, MA | Education | $30,000 |
| The Ireland Funds New York, NY | Support for Irish Communities in Nee | $2,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $250,723 | $13,891 | $32,500 | $32,500 | 2 | $32,500 | $13,762 | $32,845 |
| 2023 | $269,332 | $7,192 | $15,540 | $15,000 | 1 | $15,000 | $7,052 | $15,141 |
| 2022 | $277,770 | $42,318 | $15,283 | $15,275 | 2 | $15,275 | $42,275 | $14,780 |
| 2021 | $250,735 | $4,142 | $33,158 | $32,995 | 9 | $32,995 | $6,277 | $16,594 |
| 2020 | $279,751 | $6,503 | $32,400 | $32,270 | 57 | — | $6,359 | $16,251 |
Under IRS private-foundation payout rules, The Carol a and James J McInnis Charitable Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Carol a and James J McInnis Charitable Trust is led by Marybeth McInnis, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Marybeth McInnis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: James J. McInnis (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "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 The Carol a and James J McInnis Charitable Trust
How much does The Carol a and James J McInnis Charitable Trust give each year?
The Carol a and James J McInnis Charitable Trust gave $33K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $15K across 1 grant.
How large is The Carol a and James J McInnis Charitable Trust?
The Carol a and James J McInnis Charitable Trust reported $251K in total assets on its 2024 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $33K (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.
Where does The Carol a and James J McInnis Charitable Trust operate?
The Carol a and James J McInnis Charitable Trust has awarded grants in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Minnesota, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia.
What is The Carol a and James J McInnis Charitable Trust's EIN?
The Carol a and James J McInnis Charitable Trust's EIN (Employer Identification Number) is 46-1535074. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Carol a and James J McInnis Charitable Trust funds
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