ROBERT L MCCARTHY CHARITABLE TRUST
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Cite this
Plain text ROBERT L MCCARTHY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2021–2025. https://furp.org/org/robert-l-mccarthy-charitable-trust-853138236. Retrieved 2026-11-05.
APA furp.org. (n.d.). ROBERT L MCCARTHY CHARITABLE TRUST [Nonprofit organization profile; tax years 2021–2025]. Retrieved November 5, 2026, from https://furp.org/org/robert-l-mccarthy-charitable-trust-853138236
MLA “ROBERT L MCCARTHY CHARITABLE TRUST.” furp.org, tax years 2021–2025, https://furp.org/org/robert-l-mccarthy-charitable-trust-853138236. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2021–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $376K · expenses $5.0M · assets $4.3M
- EIN
- 85-3138236
- Address
- 2 FOREST HILL DR, LAKE ST LOUIS, MO 63367-6438
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- March 2021 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 3 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jeanne Besselsen | TRUSTEE | 2021-2025 | 0 | $0 reported | 1 |
| Danielle Mccarthy | TRUSTEE | 2021-2025 | 0 | $0 reported | 1 |
| Elizabeth Mccarthy | TRUSTEE | 2021-2025 | 0 | $0 reported | 1 |
People by year
2025 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DANIELLE MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2024 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DANIELLE MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DANIELLE MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2022 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DANIELLE MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
2021 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE BESSELSEN | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| DANIELLE MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH MCCARTHY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 1 contractor · $50K
| Name | Location | Service | Paid |
|---|---|---|---|
| UMB ASSET MANAGEMENT | KANSAS CITY, MO | INVESTMENT ADVISORY | $50,128 |
2024 · 1 contractor · $63K
| Name | Location | Service | Paid |
|---|---|---|---|
| UMB ASSET MANAGEMENT | KANSAS CITY, MO | INVESTMENT ADVISORY | $62,752 |
2023 · 1 contractor · $70K
| Name | Location | Service | Paid |
|---|---|---|---|
| UMB ASSET MANAGEMENT | KANSAS CITY, MO | INVESTMENT ADVISORY | $69,891 |
2022 · 1 contractor · $80K
| Name | Location | Service | Paid |
|---|---|---|---|
| UMB ASSET MANAGEMENT | KANSAS CITY, MO | INVESTMENT ADVISORY | $80,172 |
2021 · 1 contractor · $82K
| Name | Location | Service | Paid |
|---|---|---|---|
| UMB ASSET MANAGEMENT | KANSAS CITY, MO | INVESTMENT ADVISORY | $82,112 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 5 grants to organizations · $5.0M
2024 · 4 grants to organizations · $3.4M
2023 · 1 grant to organizations · $1.0M
2022 · 1 grant to organizations · $2.0M
2021 · 4 grants to organizations · $3.1M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2022 · 1 contributor · $275K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT L MCCARTHY RVOC TR UA DATED 10-16-1991 | Organization or other | LAKE ST LOUIS, MO | $274,541 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $15.6M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ROBERT L MCCARTHY RVOC TR UA DATED 10-16-1991 | Organization or other | LAKE ST LOUIS, MO | $15,619,981 | $15,619,981 | Form 990PF Sch. B, 2021 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $376,389 | $5,023,836 | $4,349,254 | $4,349,254 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $536,228 | $3,424,191 | $8,996,701 | $8,996,701 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $385,312 | $1,083,168 | $11,884,664 | $11,884,664 | $0 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $319,611 | $2,123,223 | $12,582,520 | $12,582,520 | $274,541 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $17,590,697 | $3,204,565 | $14,386,132 | $14,386,132 | $15,619,981 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CLARENCE HOLDEN CHARITABLE TRUST | MO | T22 | $375,102 | $281,605 | TRUSTEE | $61,836 | Same NTEE code T22, revenue within 2x, same state |
| BALOCCA-CLEMENS FAMILY CHARITABLE TRUST | MO | T22 | $388,021 | $422,356 | Trustee | $10,000 | Same NTEE code T22, revenue within 2x, same state |
| MICHEL BOURGEOIS-GAVARDIN CHARITABLE TRUST | MO | T22 | $373,090 | $253,534 | TRUSTEE | $56,896 | Same NTEE code T22, revenue within 2x, same state |
| ALEC & DONNA BELINGLOPH CHARITABLE TRUST | MO | T22 | $390,588 | $389,782 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| RAYMOND & GRACE HARMON CHARITABLE FOUNDATION | MO | T22 | $412,409 | $330,623 | TRUSTEE | $599 | Same NTEE code T22, revenue within 2x, same state |
| LENORE & CURTIS MILLS FAMILY FOUNDATION TRUST | MO | T22 | $348,977 | $241,424 | TRUSTEE | $49,636 | Same NTEE code T22, revenue within 2x, same state |
| GWENDOLYN KOCH TRUST A WELLS FARGO BANK | MO | T22 | $347,368 | $154,694 | TRUSTEE | $35,522 | Same NTEE code T22, revenue within 2x, same state |
| ALBERT A WALTERS FOUNDATION TR | MO | T22 | $405,270 | $304,247 | TRUSTEE | $65,954 | Same NTEE code T22, revenue within 2x, same state |
| T A & ANNABELLE MCDONALD ENDOWMENT FUND | MO | T22 | $357,709 | $200,184 | TRUSTEE | $44,883 | Same NTEE code T22, revenue within 2x, same state |
| MARIE & MAYER WINKLER PETER C & HELEN D JOHANNES FOUNDATION | MO | T22 | $368,035 | $351,947 | CO-TRUSTEE | $45,397 | Same NTEE code T22, revenue within 2x, same state |
| S WILLARD COLEMAN EST NHC SWC FD 210177A | MO | T22 | $359,213 | $353,939 | TRUSTEE | $76,114 | Same NTEE code T22, revenue within 2x, same state |
| MEADE SUMMERS JR FOUNDATION | MO | T22 | $367,865 | $260,484 | TRUSTEE | $20,000 | Same NTEE code T22, revenue within 2x, same state |
| MERVYN W JENKINS FOUNDATION | MO | T22 | $390,482 | $562,221 | PRESIDENT | $10,000 | Same NTEE code T22, revenue within 2x, same state |
| J E HITCHNER FBO MEM HOSP OF SALEM | MO | T22 | $410,121 | $463,897 | TRUSTEE | $92,002 | Same NTEE code T22, revenue within 2x, same state |
| FUNKS GROVE FOUNDATION | MO | T22 | $372,856 | $368,248 | TRUSTEE | $30,580 | Same NTEE code T22, revenue within 2x, same state |
| GF CHARITABLE TRUST | AL | T22 | $344,388 | $48,273 | Trustee | $0 | Same NTEE code T22, revenue within 2x, similar name |
| NORBERT & HENRY BRATT CHARITABLE TRUST | NY | T22 | $360,389 | $508,261 | TRUSTEE | $20,000 | Same NTEE code T22, revenue within 2x |
| C JOHNSTON CHARITABLE TRUST | TX | T22 | $394,123 | $33,250 | Trustee | $0 | Same NTEE code T22, revenue within 2x |
| ROBERT AND HELEN HOLLAND CHARITABLE ANNUITY TR | VT | T22 | $363,063 | $312,671 | Trustee | $30,336 | Same NTEE code T22, revenue within 2x |
| KELLER FAMILY CHARITABLE TRUST | PA | T22 | $390,507 | $321,650 | TRUSTEE- AS NEEDED | $0 | Same NTEE code T22, revenue within 2x |
| JOHN L AND LUCY LEMON MILTON CHARITABLE TRUST | PA | T22 | $395,118 | $428,307 | TRUSTEE | $20,163 | Same NTEE code T22, revenue within 2x |
| AGNES MASONIS CHARITABLE REMAINDER TRUST | KY | T22 | $399,133 | $96,892 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| WHITCRAFT FAMILY CHARITABLE TRUST | FL | T22 | $405,593 | $505,579 | Trustee | $0 | Same NTEE code T22, revenue within 2x |
| BRIAN J VOSBURGH CHARITABLE TRUST | NC | T22 | $345,026 | $90,021 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| LESLIE E MORGAN CHARITABLE TR | PA | T22 | $382,564 | $299,441 | TRUSTEE | $60,390 | Same NTEE code T22, revenue within 2x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $5,023,836 spent · pay $0 · grants $4,950,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,950,000 | 98.5% | |
| Fees: other professional | $50,128 | 1.0% | |
| Fees: legal | $10,296 | 0.2% | |
| Taxes | $7,992 | 0.2% | |
| Fees: accounting | $5,395 | 0.1% | |
| Other expenses | $25 | 0.0% | |
| Total | $5,023,836 | 100% |
2024 · Form 990PF · $3,424,191 spent · pay $0 · grants $3,350,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,350,000 | 97.8% | |
| Fees: other professional | $62,751 | 1.8% | |
| Fees: accounting | $4,995 | 0.1% | |
| Taxes | $4,184 | 0.1% | |
| Fees: legal | $2,261 | 0.1% | |
| Total | $3,424,191 | 100% |
2023 · Form 990PF · $1,083,168 spent · pay $0 · grants $1,000,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,000,000 | 92.3% | |
| Fees: other professional | $69,870 | 6.5% | |
| Fees: accounting | $5,995 | 0.6% | |
| Fees: legal | $5,805 | 0.5% | |
| Taxes | $1,498 | 0.1% | |
| Total | $1,083,168 | 100% |
2022 · Form 990PF · $2,123,223 spent · pay $0 · grants $2,000,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,000,000 | 94.2% | |
| Fees: other professional | $77,631 | 3.7% | |
| Taxes | $36,536 | 1.7% | |
| Fees: accounting | $7,665 | 0.4% | |
| Fees: legal | $1,391 | 0.1% | |
| Total | $2,123,223 | 100% |
2021 · Form 990PF · $3,204,565 spent · pay $0 · grants $3,100,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,100,000 | 96.7% | |
| Fees: other professional | $100,838 | 3.1% | |
| Other expenses | $2,218 | 0.1% | |
| Taxes | $1,509 | 0.0% | |
| Total | $3,204,565 | 100% |
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