THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE MCCARTY FAMILY FOUNDATION INC (EIN 20-4766769)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-03-22
IRS object ID: 202530819349100703
Schema version: 2024v5.0
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
Form 990-PF
Other Assets Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-22T15:19:28-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	933193181	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WILSON LEWIS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6650 SUGARLOAF PKWY STE 900	AddressLine1Txt
City	DULUTH	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30097	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	204766769	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MCCARTY FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MCCA	BusinessNameControlTxt
Phone	7704474332	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 MEADOWS DR	AddressLine1Txt
City	PARK CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84060	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID MCCARTY	PersonNm
Person Title	CHAIRMAN, TREASURER	PersonTitleTxt
Phone	7704474332	PhoneNum
Signature	2025-03-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALEXIS NASH	PreparerPersonNm
PTIN	P02527532	PTIN
Phone	7704761004	PhoneNum
Preparation	2025-03-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$119,099	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$9	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$9	TotalRevAndExpnssAmt
Total Net Invst Incm	$9	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$90,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$90,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$90,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$90,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$89,991	ExcessRevenueOverExpensesAmt
Net Investment Income	$9	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$41,157	CashBOYAmt
Cash EOY	$11,157	CashEOYAmt
Cash EOYFMV	$24,907	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$131,687	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$71,696	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$94,192	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$172,844	TotalAssetsBOYAmt
Total Assets EOY	$82,853	TotalAssetsEOYAmt
Total Assets EOYFMV	$119,099	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$172,844	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$82,853	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$172,844	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$82,853	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$172,844	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$82,853	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$172,844	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$89,991	ExcessRevenueOverExpensesAmt
Subtotal	$82,853	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$82,853	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	GA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CELIA MCCARTY	IndividualWithBooksNm
Phone	7704474332	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2300 MEADOWS DR	AddressLine1Txt
City	PARK CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84060	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID MCCARTY
2300 MEADOWS DR	PARK CITY	UT	84060	CHAIRMAN, TR	1.00	$0	$0	$0
CELIA MCCARTY
2300 MEADOWS DR	PARK CITY	UT	84060	VICE CHAIR,	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$119,099	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$119,099	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$119,099	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,786	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$117,313	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,866	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,866	MinimumInvestmentReturnAmt
Distributable Before Adj	$5,866	DistributableBeforeAdjAmt
Distributable Before Ded	$5,866	DistributableBeforeDedAmt
Distributable As Adjusted	$5,866	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$90,000	ExpensesAndContributionsAmt
Qualifying Distributions	$90,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,866	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$91,857	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$33,474	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$47,643	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$38,600	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$94,713	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$306,287	TotalExcessDistributionCyovAmt
Qualifying Distributions	$90,000	QualifyingDistributionsAmt
Applied To Current Year	$5,866	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$84,134	RemainingDistriFromCorpusAmt
Total Corpus	$390,421	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$91,857	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$298,564	ExcessDistriCyovToNextYrAmt
Excess From Year4	$33,474	ExcessFromYear4Amt
Excess From Year3	$47,643	ExcessFromYear3Amt
Excess From Year2	$38,600	ExcessFromYear2Amt
Excess From Year1	$94,713	ExcessFromYear1Amt
Excess From Current Year	$84,134	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALL HANDS AND HEARTS
82 COUNTY ROAD PMB 79	MATTAPOISETT	MA	02739	N/A	PRIVATE	PROVIDES EMERGENCY DISASTER ASSISTAN	$5,000
ATLANTA HABITAT FOR HUMANITY
824 MEMORIAL DRIVE SE	ATLANTA	GA	30316	N/A	PRIVATE	BUILDS AFFORDABLE HOUSING FOR LOW I	$5,000
CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249	CROSSNORE	NC	28616	N/A	PRIVATE	PROVIDES HOPE & HEALING TO CHILDREN	$5,000
DULUTH COOPERATIVE MINISTRY
3649 ROGERS BRIDGE ROAD	DULUTH	GA	30097	N/A	PRIVATE	PROVIDING EMERGENCY ASSISTANCE TO RE	$10,000
JOHNS CREEK PRESBYTERIAN CHURCH
10950 BELL RD	JOHNS CREEK	GA	30097	N/A	PRIVATE	OPERATING FUND FOR THE CHURCH	$40,000
MAKE THE ROAD NEW YORK
301 GROVE STREET	BROOKLYN	NY	11237	N/A	PRIVATE	BUILDS THE POWER OF LATINO AND WORKI	$5,000
PEACE HOUSE INC
700 ROUND VALLEY DR 115	PARK CITY	UT	84060	N/A	PRIVATE	PROVIDES SHELTER, SUPPORT AND ADVOCA	$5,000
THE CHRISTIAN CENTER OF PARK CITY
1283 DEER VALLEY DR	PARK CITY	UT	84060	N/A	PRIVATE	PROVIDES ASSISTANCE TO LOW INCOME PE	$5,000
WATER AT WORK MINISTRY
PO BOX 923053	PEACHTREE CORNERS	GA	30010	N/A	PRIVATE	BUILD WATER PLANTS IN DOMINICAN REPU	$5,000
YOUNG LIFE
PO BOX 520	COLORADO SPRINGS	CO	80901	N/A	PRIVATE	CHRISTIAN MINISTRY THAT WORKS WITH H	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$90,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$9	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	FRAUD RECEIVABLE	Desc

THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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