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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jeanne Besselsen TRUSTEE2021-2025 0 $0 reported 1
Danielle Mccarthy TRUSTEE2021-2025 0 $0 reported 1
Elizabeth Mccarthy TRUSTEE2021-2025 0 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEANNE BESSELSEN TRUSTEE0 $0-$0 $01
DANIELLE MCCARTHY TRUSTEE0 $0-$0 $01
ELIZABETH MCCARTHY TRUSTEE0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEANNE BESSELSEN TRUSTEE0 $0-$0 $01
DANIELLE MCCARTHY TRUSTEE0 $0-$0 $01
ELIZABETH MCCARTHY TRUSTEE0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEANNE BESSELSEN TRUSTEE0 $0-$0 $01
DANIELLE MCCARTHY TRUSTEE0 $0-$0 $01
ELIZABETH MCCARTHY TRUSTEE0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEANNE BESSELSEN TRUSTEE0 $0-$0 $01
DANIELLE MCCARTHY TRUSTEE0 $0-$0 $01
ELIZABETH MCCARTHY TRUSTEE0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEANNE BESSELSEN TRUSTEE0 $0-$0 $01
DANIELLE MCCARTHY TRUSTEE0 $0-$0 $01
ELIZABETH MCCARTHY TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

2025 · 1 contractor · $50K
NameLocationServicePaid
UMB ASSET MANAGEMENTKANSAS CITY, MOINVESTMENT ADVISORY$50,128
2024 · 1 contractor · $63K
NameLocationServicePaid
UMB ASSET MANAGEMENTKANSAS CITY, MOINVESTMENT ADVISORY$62,752
2023 · 1 contractor · $70K
NameLocationServicePaid
UMB ASSET MANAGEMENTKANSAS CITY, MOINVESTMENT ADVISORY$69,891
2022 · 1 contractor · $80K
NameLocationServicePaid
UMB ASSET MANAGEMENTKANSAS CITY, MOINVESTMENT ADVISORY$80,172
2021 · 1 contractor · $82K
NameLocationServicePaid
UMB ASSET MANAGEMENTKANSAS CITY, MOINVESTMENT 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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$376,389$5,023,836 $4,349,254$4,349,254 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$536,228$3,424,191 $8,996,701$8,996,701 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$385,312$1,083,168 $11,884,664$11,884,664 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$319,611$2,123,223 $12,582,520$12,582,520 $274,541- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CLARENCE HOLDEN CHARITABLE TRUSTMOT22 $375,102$281,605 TRUSTEE$61,836 Same NTEE code T22, revenue within 2x, same state
BALOCCA-CLEMENS FAMILY CHARITABLE TRUSTMOT22 $388,021$422,356 Trustee$10,000 Same NTEE code T22, revenue within 2x, same state
MICHEL BOURGEOIS-GAVARDIN CHARITABLE TRUSTMOT22 $373,090$253,534 TRUSTEE$56,896 Same NTEE code T22, revenue within 2x, same state
ALEC & DONNA BELINGLOPH CHARITABLE TRUSTMOT22 $390,588$389,782 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
RAYMOND & GRACE HARMON CHARITABLE FOUNDATIONMOT22 $412,409$330,623 TRUSTEE$599 Same NTEE code T22, revenue within 2x, same state
LENORE & CURTIS MILLS FAMILY FOUNDATION TRUSTMOT22 $348,977$241,424 TRUSTEE$49,636 Same NTEE code T22, revenue within 2x, same state
GWENDOLYN KOCH TRUST A WELLS FARGO BANKMOT22 $347,368$154,694 TRUSTEE$35,522 Same NTEE code T22, revenue within 2x, same state
ALBERT A WALTERS FOUNDATION TRMOT22 $405,270$304,247 TRUSTEE$65,954 Same NTEE code T22, revenue within 2x, same state
T A & ANNABELLE MCDONALD ENDOWMENT FUNDMOT22 $357,709$200,184 TRUSTEE$44,883 Same NTEE code T22, revenue within 2x, same state
MARIE & MAYER WINKLER PETER C & HELEN D JOHANNES FOUNDATIONMOT22 $368,035$351,947 CO-TRUSTEE$45,397 Same NTEE code T22, revenue within 2x, same state
S WILLARD COLEMAN EST NHC SWC FD 210177AMOT22 $359,213$353,939 TRUSTEE$76,114 Same NTEE code T22, revenue within 2x, same state
MEADE SUMMERS JR FOUNDATIONMOT22 $367,865$260,484 TRUSTEE$20,000 Same NTEE code T22, revenue within 2x, same state
MERVYN W JENKINS FOUNDATIONMOT22 $390,482$562,221 PRESIDENT$10,000 Same NTEE code T22, revenue within 2x, same state
J E HITCHNER FBO MEM HOSP OF SALEMMOT22 $410,121$463,897 TRUSTEE$92,002 Same NTEE code T22, revenue within 2x, same state
FUNKS GROVE FOUNDATIONMOT22 $372,856$368,248 TRUSTEE$30,580 Same NTEE code T22, revenue within 2x, same state
GF CHARITABLE TRUSTALT22 $344,388$48,273 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
NORBERT & HENRY BRATT CHARITABLE TRUSTNYT22 $360,389$508,261 TRUSTEE$20,000 Same NTEE code T22, revenue within 2x
C JOHNSTON CHARITABLE TRUSTTXT22 $394,123$33,250 Trustee$0 Same NTEE code T22, revenue within 2x
ROBERT AND HELEN HOLLAND CHARITABLE ANNUITY TRVTT22 $363,063$312,671 Trustee$30,336 Same NTEE code T22, revenue within 2x
KELLER FAMILY CHARITABLE TRUSTPAT22 $390,507$321,650 TRUSTEE- AS NEEDED$0 Same NTEE code T22, revenue within 2x
JOHN L AND LUCY LEMON MILTON CHARITABLE TRUSTPAT22 $395,118$428,307 TRUSTEE$20,163 Same NTEE code T22, revenue within 2x
AGNES MASONIS CHARITABLE REMAINDER TRUSTKYT22 $399,133$96,892 TRUSTEE$0 Same NTEE code T22, revenue within 2x
WHITCRAFT FAMILY CHARITABLE TRUSTFLT22 $405,593$505,579 Trustee$0 Same NTEE code T22, revenue within 2x
BRIAN J VOSBURGH CHARITABLE TRUSTNCT22 $345,026$90,021 TRUSTEE$0 Same NTEE code T22, revenue within 2x
LESLIE E MORGAN CHARITABLE TRPAT22 $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
LineAs describedTotalShare
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$5,023,836100%

View the filing

2024 · Form 990PF · $3,424,191 spent · pay $0 · grants $3,350,000 · events $0
LineAs describedTotalShare
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$3,424,191100%

View the filing

2023 · Form 990PF · $1,083,168 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
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$1,083,168100%

View the filing

2022 · Form 990PF · $2,123,223 spent · pay $0 · grants $2,000,000 · events $0
LineAs describedTotalShare
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$2,123,223100%

View the filing

2021 · Form 990PF · $3,204,565 spent · pay $0 · grants $3,100,000 · events $0
LineAs describedTotalShare
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$3,204,565100%

View the filing

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