THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE MCCARTY FAMILY FOUNDATION INC (EIN 20-4766769)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-13
IRS object ID
202431049349100628
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-13T21:20:08-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582466648PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILSON LEWISBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16650 SUGARLOAF PKWY STE 900AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204766769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MCCARTY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCCABusinessNameControlTxt
Phone7704474332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15680 VINEYARD PARK TRLAddressLine1Txt
CityNORCROSSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MCCARTYPersonNm
Person TitleCHAIRMAN, TREASURERPersonTitleTxt
Phone7704474332PhoneNum
Signature2024-04-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastMCCARTYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXIS NASHPreparerPersonNm
PTINP02527532PTIN
Phone7704761004PhoneNum
Preparation2024-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$208,877FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$19TotalRevAndExpnssAmt
Total Net Invst Incm$19TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,981ExcessRevenueOverExpensesAmt
Net Investment Income$19NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,157CashBOYAmt
Cash EOY$41,157CashEOYAmt
Cash EOYFMV$21,782CashEOYFMVAmt
Sav And Temp Cash Invst BOY$261,668SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$131,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$187,095SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$277,825TotalAssetsBOYAmt
Total Assets EOY$172,844TotalAssetsEOYAmt
Total Assets EOYFMV$208,877TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$277,825NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$172,844NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$277,825TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$172,844TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$277,825TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$172,844TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$277,825TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,981ExcessRevenueOverExpensesAmt
Subtotal$172,844SubtotalAmt
Tot Net Ast Or Fund Balances EOY$172,844TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCELIA MCCARTYIndividualWithBooksNm
Phone7704474332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15680 VINEYARD PARK TRLAddressLine1Txt
CityNORCROSSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300713351ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID MCCARTY
5680 VINEYARD PARK TRLNORCROSSGA30071CHAIRMAN, TR1.00$0$0$0
CELIA MCCARTY
5680 VINEYARD PARK TRLNORCROSSGA30071VICE CHAIR,1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,877AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$208,877TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$208,877AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$205,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,287MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,287MinimumInvestmentReturnAmt
Distributable Before Adj$10,287DistributableBeforeAdjAmt
Distributable Before Ded$10,287DistributableBeforeDedAmt
Distributable As Adjusted$10,287DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,000ExpensesAndContributionsAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,287DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,162ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,857ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$33,474ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,643ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,736TotalExcessDistributionCyovAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Applied To Current Year$10,287AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,713RemainingDistriFromCorpusAmt
Total Corpus$357,449TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,162ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$306,287ExcessDistriCyovToNextYrAmt
Excess From Year4$91,857ExcessFromYear4Amt
Excess From Year3$33,474ExcessFromYear3Amt
Excess From Year2$47,643ExcessFromYear2Amt
Excess From Year1$38,600ExcessFromYear1Amt
Excess From Current Year$94,713ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL HANDS AND HEARTS
6 COUNTY ROAD SUITE 6MATTAPOISETTMA02739N/APRIVATEPROVIDES EMERGENCY DISASTER ASSISTAN$10,000
ATLANTA HABITAT FOR HUMANITY
824 MEMORIAL DRIVE SEATLANTAGA30316N/APRIVATEBUILDS AFFORDABLE HOUSING FOR LOW I$5,000
CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249CROSSNORENC28616N/APRIVATEPROVIDES HOPE & HEALING TO CHILDREN$5,000
HANDS OF CHRIST- DULUTH COOPERATIVE
3395 FOX STREETDULUTHGA30096N/APRIVATEPROVIDING EMERGENCY ASSISTANCE TO RE$10,000
JOHNS CREEK PRESBYTERIAN CHURCH
10950 BELL RDJOHNS CREEKGA30097N/APRIVATEOPERATING FUND FOR THE CHURCH$40,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREETPORT TOWNSENDWA98368N/APRIVATEPROVIDES EXPRESSIVE MENTAL HEALTH TH$5,000
MAKE THE ROAD NEW YORK
301 GROVE STREETBROOKLYNNY11237N/APRIVATEBUILDS THE POWER OF LATINO AND WORKI$5,000
PARK CITY COMMUNITY CHURCH
4501 N HIGHWAY 224PARK CITYUT84098N/APRIVATEOPERATING FUND FOR THE CHURCH$10,000
SUNFIELD EDUCATION ASSOCIATION
PO BOX 85PORT HADLOCKWA98339N/APRIVATEPROVIDING PROGRAMS IN EDUCATION$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APRIVATECHRISTIAN MINISTRY THAT WORKS WITH H$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFRAUD RECEIVABLEDesc

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