Nonprofit · EIN 04-3598019
CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION
Tax-exempt · SOUTHLAKE, TX 76092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,250 | $102,952 | -$47,702 | $1,230,014 | $0 | $1,230,014 |
| December 31, 2024 | 990-PF | $107,308 | $203,227 | -$95,919 | $1,277,716 | $0 | $1,277,716 |
| December 31, 2023 | 990-PF | $70,520 | $30,942 | $39,578 | $1,373,635 | $0 | $1,373,635 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $22,282
- Interest
- $18,616
- Net gain from sales of assets
- -$5,648
Expenses
- Grants and similar amounts paid
- $100,000
- Disbursements for charitable purposes
- $102,952
- Excise tax on investment income
- $527
Balance sheet and other
- Total assets, start of year
- $1,277,716
- Total assets, end of year
- $1,230,014
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,230,014
- Fair market value of assets
- $2,385,810
- Qualifying distributions
- $102,952
- Net investment income
- $40,898
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MCCORMICK 559 SILICON DRIVE STE 100, SOUTHLAKE, TX 76092 | CHAIRPERSON | 0 | $0 |
| DANIEL E MCCORMICK 559 SILICON DRIVE STE 100, SOUTHLAKE, TX 76092 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MCCORMICK 2220 POOL ROAD SUITE 100, GRAPEVINE, TX 76051 | CHAIRPERSON | 0 | $0 |
| DANIEL E MCCORMICK 2220 POOL ROAD SUITE 100, GRAPEVINE, TX 76051 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J MCCORMICK 2220 POOL ROAD SUITE 100, GRAPEVINE, TX 76051 | CHAIRPERSON | 0 | $0 |
| DANIEL E MCCORMICK 2220 POOL ROAD SUITE 100, GRAPEVINE, TX 76051 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 559 SILICON DR STE 100, SOUTHLAKE, TX 76092-7558
- Signed the 990-PF
- ROBERT J MCCORMICK, CHAIRPERSON
- Phone
- (682) 223-1143
- Return prepared by
- GREEN CURTIS DALEY CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3598019
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,230,014
- Income (IRS master file)
- $98,366
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,250 | $102,952 | $1,230,014 | XML |
| 990-PF | December 2024 | $107,308 | $203,227 | $1,277,716 | XML |
| 990-PF | December 2023 | $70,520 | $30,942 | $1,373,635 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3598019).
Questions about CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION
- What is the EIN of CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION is 04-3598019.
- Is CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CATHERINE AND JAMES MCCORMICK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,250, expenses of $102,952 and total assets of $1,230,014 at year end.
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