THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE MCCARTY FAMILY FOUNDATION INC (EIN 20-4766769)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-11
IRS object ID
201911019349100241
Schema version
2018v3.1
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)
Return2019-04-11T12:52:55-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA W LEWISPreparerPersonNm
PTINP01560056PTIN
Phone7704761004PhoneNum
Preparation2019-04-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.142.128.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-11IPDt
IP Tm12:52:55IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8064A3A91814CE1B3B64741A031A58239B76A2C4AtSubmissionCreationDeviceId
At Submission Filing Device IdB4B83B96E7095B792E32D191CF275505780D4A6FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,050FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$53,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,246InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,246InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,230DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,230DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,414GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$139CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,615TotalRevAndExpnssAmt
Total Net Invst Incm$5,615TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$2,834OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,834TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,834TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,219ExcessRevenueOverExpensesAmt
Net Investment Income$5,615NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,320CashBOYAmt
Cash EOY$62,044CashEOYAmt
Cash EOYFMV$33,714CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,108SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,111SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,110SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$242,778OtherInvestmentsBOYAmt
Other Investments EOY$215,832OtherInvestmentsEOYAmt
Other Investments EOYFMV$237,226OtherInvestmentsEOYFMVAmt
Total Assets BOY$299,206TotalAssetsBOYAmt
Total Assets EOY$287,987TotalAssetsEOYAmt
Total Assets EOYFMV$281,050TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$299,206UnrestrictedBOYAmt
Unrestricted EOY$287,987UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$299,206TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,987TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$299,206TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$287,987TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,206TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,219ExcessRevenueOverExpensesAmt
Subtotal$287,987SubtotalAmt
Tot Net Ast Or Fund Balances EOY$287,987TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$6,108$7,339-$1,231-$1,231
MORGAN STANLEYP$42,306$40,936$1,370$1,370
FieldValueIRS element (for citing)
Capital Gain Net Income$139CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$312,817NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.290905DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,887AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$190,098NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.467585DistributionYr2Rt
Adjusted Qlfy Distri Yr3$89,952AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$197,905NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.454521DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,720AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$219,858NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.303469DistributionYr4Rt
Adjusted Qlfy Distri Yr5$45,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$203,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.223674DistributionYr5Rt
Total Distribution1.740154TotalDistributionRt
Average Distribution0.348031AverageDistributionRt
Net Vl Noncharitable Assets$319,003NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,023AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$111,079AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Subtotal$112SubtotalAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Tax Due$112TaxDueAmt

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$280,037AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,824AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$323,861TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$323,861AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$319,003NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Total Tax$112TotalTaxAmt
Distributable Before Adj$15,838DistributableBeforeAdjAmt
Distributable Before Ded$15,838DistributableBeforeDedAmt
Distributable As Adjusted$15,838DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,000ExpensesAndContributionsAmt
Qualifying Distributions$67,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$67,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,838DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35,348ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$55,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,153ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$79,608ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$75,631ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$326,527TotalExcessDistributionCyovAmt
Qualifying Distributions$67,000QualifyingDistributionsAmt
Applied To Current Year$15,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,162RemainingDistriFromCorpusAmt
Total Corpus$377,689TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,348ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$342,341ExcessDistriCyovToNextYrAmt
Excess From Year4$55,787ExcessFromYear4Amt
Excess From Year3$80,153ExcessFromYear3Amt
Excess From Year2$79,608ExcessFromYear2Amt
Excess From Year1$75,631ExcessFromYear1Amt
Excess From Current Year$51,162ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL HANDS AND HEARTS
PO BOX 546CARLISLEMA01741N/APRIVATEPROVIDES EMERGENCY DISASTER ASSISTAN$5,000
ATLANTA HABITAT FOR HUMANITY
324 MEMORIAL DRIVE SEATLANTAGA30316N/APRIVATEBUILDS INTEREST-FREE AFFORDABLE HOUS$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129N/APRIVATESUPPORTS THE CHAPLAINCY PROGRAM FOR$4,000
HANDS OF CHRIST- DULUTH COOPERATIVE
3395 FOX STREETDULUTHGA30096N/APRIVATEPROVIDING EMERGENCY ASSISTANCE TO RE$10,000
MOUNTAIN TRAILS FOUNDATION
PO BOX 754PARK CITYUT84060N/APRIVATEDEDICATED TO BUILDING, MAINTAINING A$5,000
WORLD WATER RELIEF
8343 ROSWELL ROAD 455ATLANTAGA30350N/APRIVATEPROVIDE CLEAN DRINKING WATER AND HY$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APRIVATECHRISTIAN MINISTRY THAT WORKS WITH H$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APRIVATEPROVIDES MEDICAL AID ALL OVER THE WO$5,000
MAKE THE ROAD NEW YORK
301 GROVE STREETBROOKLYNNY11237N/APRIVATEBUILDS THE POWER OF LATINO AND WORKI$5,000
SOJOURNERS
408 C STREET NEWASHINGTONDC20002N/APRIVATEPUBLICLY ADVOCATES FOR SOCIAL JUSTIC$5,000
A BEACON OF HOPE
2750 OLD ALABAMA RD 100JOHNS CREEKGA30022N/APRIVATECHRISTIAN ORGANIZATION THAT EMPOWERS$5,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREETPORT TOWNSENDWA98368N/APRIVATEPROVIDES EXPRESSIVE MENTAL HEALTH TH$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,246ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,230ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,615ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,615TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$215,832BookValueAmt
EOYFMV$237,226EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVISORY FEES$2,834

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