THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE MCCARTY FAMILY FOUNDATION INC (EIN 20-4766769)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-15
IRS object ID
202601059349101120
Schema version
2025v4.0
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)
Return2026-04-15T22:55:03-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN933193181PreparerFirmEIN

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 Begin2025-01-01TaxPeriodBeginDt

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 Line12300 MEADOWS DRAddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MCCARTYPersonNm
Person TitleCHAIRMAN, TREASURERPersonTitleTxt
Phone7704474332PhoneNum
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXIS NASHPreparerPersonNm
PTINP02527532PTIN
Phone7704761004PhoneNum
Preparation2026-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$64,565FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$5TotalRevAndExpnssAmt
Total Net Invst Incm$5TotalNetInvstIncmAmt
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$53,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,995ExcessRevenueOverExpensesAmt
Net Investment Income$5NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,157CashBOYAmt
Cash EOY$3,157CashEOYAmt
Cash EOYFMV$15,991CashEOYFMVAmt
Sav And Temp Cash Invst BOY$71,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,701SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$48,574SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$82,853TotalAssetsBOYAmt
Total Assets EOY$29,858TotalAssetsEOYAmt
Total Assets EOYFMV$64,565TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$82,853NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$29,858NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$82,853TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,858TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$82,853TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,858TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$82,853TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,995ExcessRevenueOverExpensesAmt
Subtotal$29,858SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,858TotNetAstOrFundBalancesEOYAmt

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 Line12300 MEADOWS DRAddressLine1Txt
CityPARK CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84060ZIPCd
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
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
2300 MEADOWS DRPARK CITYUT84060CHAIRMAN, TR1.00$0$0$0
CELIA MCCARTY
2300 MEADOWS DRPARK CITYUT84060VICE 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$64,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$64,565TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$64,565AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$968CashDeemedCharitableAmt
Net Vl Noncharitable Assets$63,597NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,180MinimumInvestmentReturnAmt
Distributable Before Adj$3,180DistributableBeforeAdjAmt
Distributable Before Ded$3,180DistributableBeforeDedAmt
Distributable As Adjusted$3,180DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,000ExpensesAndContributionsAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,180DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,474ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,643ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,713ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,134ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$298,564TotalExcessDistributionCyovAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Applied To Current Year$3,180AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,820RemainingDistriFromCorpusAmt
Total Corpus$348,384TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,474ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$314,910ExcessDistriCyovToNextYrAmt
Excess From Year4$47,643ExcessFromYear4Amt
Excess From Year3$38,600ExcessFromYear3Amt
Excess From Year2$94,713ExcessFromYear2Amt
Excess From Year1$84,134ExcessFromYear1Amt
Excess From Current Year$49,820ExcessFromCurrentYearAmt

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 StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL HANDS AND HEARTS
82 COUNTY ROAD PMB 79MATTAPOISETTMA02739N/APOFPROVIDES EMERGENCY DISASTER ASSISTAN$8,000
ATLANTA HABITAT FOR HUMANITY
824 MEMORIAL DRIVE SEATLANTAGA30316N/APOFBUILDS AFFORDABLE HOUSING FOR LOW I$5,000
CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249CROSSNORENC28616N/APOFPROVIDES HOPE & HEALING TO CHILDREN$5,000
DULUTH COOPERATIVE MINISTRY
3649 ROGERS BRIDGE ROADDULUTHGA30097N/APOFPROVIDING EMERGENCY ASSISTANCE TO RE$5,000
JUMPING MOUSE CHILDREN'S CENTER
1809 SHERIDAN STREETPORT TOWNSENDWA98368N/APOFPROVIDES EXPRESSIVE MENTAL HEALTH TH$5,000
MAKE THE ROAD NEW YORK
301 GROVE STREETBROOKLYNNY11237N/APOFBUILDS THE POWER OF LATINO AND WORKI$5,000
PEACE HOUSE INC
700 ROUND VALLEY DR 115PARK CITYUT84060N/APOFPROVIDES SHELTER, SUPPORT AND ADVOCA$5,000
THE CHRISTIAN CENTER OF PARK CITY
1283 DEER VALLEY DRPARK CITYUT84060N/APOFPROVIDES ASSISTANCE TO LOW INCOME PE$5,000
WATER AT WORK MINISTRY
PO BOX 923053PEACHTREE CORNERSGA30010N/APOFBUILD WATER PLANTS IN DOMINICAN REPU$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APOFCHRISTIAN MINISTRY THAT WORKS WITH H$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

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

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