PATRICK M MCCARTHY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: PATRICK M MCCARTHY FOUNDATION INC (EIN 26-2804772)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202413199349105396
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T22:00:15-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	463902535	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROJEDA INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	74399 HIGHWAY 111 STE D	AddressLine1Txt
City	PALM DESERT	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	922604128	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262804772	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDELTRAUD MCCARTHY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EDEL	BusinessNameControlTxt
Phone	7603469773	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75483 14TH GREEN DRIVE	AddressLine1Txt
City	INDIAN WELLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDELTRAUD MCCARTHY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7603469773	PhoneNum
Signature	2024-11-13	SignatureDt

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRISTIAN R OJEDA CPA	PreparerPersonNm
PTIN	P01761923	PTIN
Phone	7603969256	PhoneNum
Preparation	2024-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,315,999	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	$49,471	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$43,787	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$49,471	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$273,381	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$266,125	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$273,381	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$160,432	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,415,333	GrossSalesPriceAmt
Other Income Rev And Expnss	-$410	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	-$410	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$162,010	TotalRevAndExpnssAmt
Total Net Invst Incm	$309,912	TotalNetInvstIncmAmt
Total Adj Net Incm	$322,442	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$3,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,000	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$89,634	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$89,634	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$430	InterestRevAndExpnssAmt
Interest Net Invst Incm	$430	InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$93,064	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$93,064	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$456,480	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$456,480	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$549,544	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$93,064	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$456,480	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$387,534	ExcessRevenueOverExpensesAmt
Net Investment Income	$216,848	NetInvestmentIncomeAmt
Adjusted Net Income	$322,442	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$586,351	CashBOYAmt
Cash EOY	$92,173	CashEOYAmt
Cash EOYFMV	$92,173	CashEOYFMVAmt
Corporate Stock BOY	$8,711,910	CorporateStockBOYAmt
Corporate Stock EOY	$8,857,557	CorporateStockEOYAmt
Corporate Stock EOYFMV	$10,223,826	CorporateStockEOYFMVAmt
Total Assets BOY	$9,298,261	TotalAssetsBOYAmt
Total Assets EOY	$8,949,730	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,315,999	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$9,991,260	CapitalStockBOYAmt
Capital Stock EOY	$10,223,826	CapitalStockEOYAmt
Retained Earning BOY	-$692,999	RetainedEarningBOYAmt
Retained Earning EOY	-$1,274,096	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,298,261	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,949,730	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,298,261	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,949,730	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,298,261	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$387,534	ExcessRevenueOverExpensesAmt
Other Increases	$39,003	OtherIncreasesAmt
Subtotal	$8,949,730	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,949,730	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 7664	P	$50,248	$39,478	$10,770	$10,770
CHARLES SCHWAB - 7664	P	$984,508	$1,165,630	-$181,122	-$181,122
CHARLES SCHWAB - 0629	P	$2,831,344	$2,987,868	-$156,524	-$156,524
CHARLES SCHWAB - 0629	P	$2,531,768	$2,382,789	$148,979	$148,979

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$160,432	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,014	InvestmentIncomeExciseTaxAmt
Subtotal	$3,014	SubtotalAmt
Tax Based On Investment Income	$3,014	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$176	EsPenaltyAmt
Tax Due	$3,190	TaxDueAmt

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
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	EDELTRAUD MCCARTHY	IndividualWithBooksNm
Phone	7603469773	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	75483 14TH GREEN DRIVE	AddressLine1Txt
City	INDIAN WELLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92210	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
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

Field	Value	IRS element (for citing)
Person	EDELTRAUD MCCARTHY	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75483 14TH GREEN DRIVE	AddressLine1Txt
City	INDIAN WELLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92210	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$9,356,770	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$519,867	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,876,637	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$9,876,637	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$148,150	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,728,487	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$486,424	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$486,424	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,014	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,014	TotalTaxAmt
Distributable Before Adj	$483,410	DistributableBeforeAdjAmt
Distributable Before Ded	$483,410	DistributableBeforeDedAmt
Distributable As Adjusted	$483,410	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$456,480	ExpensesAndContributionsAmt
Qualifying Distributions	$456,480	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$483,410	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$52,558	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$52,558	TotalExcessDistributionCyovAmt
Qualifying Distributions	$456,480	QualifyingDistributionsAmt
Applied To Current Year	$456,480	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$26,930	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$26,930	ExcessDistributionCyovAppCYAmt
Total Corpus	$25,628	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$25,628	ExcessDistriCyovToNextYrAmt
Excess From Year1	$25,628	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
LIONS AND TIGERS AND BEARS
24402 MARTIN WAY	ALPINE	CA	92263	NONE	GENERAL	$500
PALM SPRINGS AIR MUSEUM
745 N GENE AUTRY TRAIL	PALM SPRINGS	CA	92262	NONE	GENERAL	$1,000
DESERT HORIZON SCHOLARSHIP
44900 DESERT HORIZON DR	INDIAN WELLS	CA	92210	NONE	GENERAL	$1,000
GUIDE DOGS
PO BOX	PALM SPRINGS	CA	92263	NONE	GENERAL	$1,000
SPECIAL OLYMPIC
2600 VIRGINIA AVE NW 11TH	WASHINGTON	DC	20037	NONE	GENERAL	$1,000
ACT FOR MS
441 PARK AVE	SAN JOSE	CA	95110	NONE	GENERAL	$1,500
ASSOCIATION OF FUND RAISING PROFESS
4200 WILSON BLVD 480	ARLINGTON	VA	22203	NONE	GENERAL	$1,500
MAKE A WISH FOUNDATION
1650 SPRUCE ST 100	RIVERSIDE	CA	92507	NONE	GENERAL	$2,000
RANCHO MIRAGE LIBRARY
7100 HIGHWAY 111	RNACHO MIRAGE	CA	92270	NONE	GENERAL	$5,000
LA OPERA
135 N GRAND AVE	PALM DESERT	CA	92260	NONE	GENERAL	$5,000
READ WITH ME
1315 E 7TH AVE	TAMPA	FL	33605	NONE	GENERAL	$5,000
WOUNDED WARRIORS
4899 BELFORT ROAD SUITE 3	JACKSONVILLE	FL	32256	NONE	GENERAL	$5,000
THE DESERT SYMPHONY
CA-111 SUITE 6	PALM DESERT	CA	92260	NONE	GENERAL	$6,000
THE JOSLYN CENTER
73750 CATALINA WAY	INDIO	CA	92201	NONE	GENERAL	$6,500
PALM SPRINGS INTERNATIONAL PIANOS
1276 N PALM CANYON DR	PALM SPRINGS	CA	92262	NONE	GENERAL	$7,000
ALASKA RAPTOR CENTER
1000 RAPTOR WAY	SITKA	AK	99835	NONE	GENERAL	$10,000
OLIVE CREST
42580 CAROLINE CT	PALM DESERT	CA	92260	NONE	GENERAL	$10,000
DESERT ARC
73255 COUNTRY CLUB DR	PALM DESERT	CA	92260	NONE	GENERAL	$13,000
MCCALLUM THEATRE
73000 FRED WARING DR	PALM DESERT	CA	92260	NONE	GENERAL	$15,190
COACHELLA VALLEY RESCUE MISSION
47470 VAN BUREN ST	INDIO	CA	92201	NONE	GENERAL	$24,000
PALM SPRINGS ART MUSEUM
101 N MUSEUM WAY	PALM SPRINGS	CA	92262	NONE	GENERAL	$29,450
COLLEGE OF THE DESERT
43500 MONTEREY AVENUE	PALM DESERT	CA	92260	NONE	GENERAL	$56,340
LOMA LINDA UNIV HOSPITAL
11234 ANDERSON ST	LOMA LINDA	CA	92354	NONE	GENERAL	$119,500
THE LIVING DESERT
47900 PORTOLA AVE	PALM DESERT	CA	92260	NONE	GENERAL	$130,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$456,480	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$49,471	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$273,381	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$10,770	ExclusionAmt
Related Or Exempt Function Incm	-$171,202	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	K-1 ACTIVITY SUMMARY	Desc
Related Or Exempt Function Incm	-$410	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$10,770	ExclusionAmt
Related Or Exempt Function Incm	$151,240	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$162,010	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
8	INVESTMENT
8	INVESTMENT
8	INVESTMENT

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$3,000	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
EOY Book Value	$8,857,557	EOYBookValueAmt
EOYFMV	$10,223,826	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
COMPUTER

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	K-1 ACTIVITY SUMMARY	Desc
Revenue And Expenses Per Books	-$410	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	-$410	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NON-DIVIDEND DISTRIBUTIONS	Desc
Amt	$39,003	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$89,634	Amt
Net Investment Income	$89,634	NetInvestmentIncomeAmt

PATRICK M MCCARTHY FOUNDATION INC: Form 990PF, tax year 2023

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

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

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

US Address USAddress

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 (24 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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