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Nonprofit · EIN 04-6020729

SARAH G MCCARTHY MEMORIAL FOUNDATION

Tax-exempt · DALLAS, TX 75265

Financials

$39K$66K2023$109K$69K2024$121K$77K2025
Revenue Expenses · by fiscal year end
Financials of SARAH G MCCARTHY MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$120,857$76,824$44,033$1,078,817$0$1,078,817
December 31, 2024990-PF$109,248$69,286$39,962$1,034,477$0$1,034,477
December 31, 2023990-PF$39,224$66,288-$27,064$995,643$0$995,643
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$29,239
Net gain from sales of assets
$91,618

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$18,222
Disbursements for charitable purposes
$61,478
Excise tax on investment income
$1,492

Balance sheet and other

Total assets, start of year
$1,034,477
Total assets, end of year
$1,078,817
Total liabilities, end of year
$0
Net assets, end of year
$1,078,817
Fair market value of assets
$1,367,218
Qualifying distributions
$61,478
Net investment income
$120,398

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.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$18,222
ELTON MCCAUSLAND
45 HIGH STREET, IPSWICH, MA 01938
CO-TRUSTEE1$0
J DAVID MORAN
ONE BEACON STREET 30TH FLOOR, BOSTON, MA 02108
CO-TRUSTEE1$0
CLAUDIA LUCK
83 BANKS ROAD, SWAMPSCOTT, MA 01907
CO-TRUSTEE1$0
KEVIN P STILES
83 JOHNNYCAKE LANE, PORTSMOUTH, RI 02871
CO- TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$17,284
ELTON MCCAUSLAND
45 HIGH STREET, IPSWICH, MA 01938
CO-TRUSTEE1$0
J DAVID MORAN
ONE BEACON STREET 30TH FLOOR, BOSTON, MA 02108
CO-TRUSTEE1$0
CLAUDIA LUCK
83 BANKS ROAD, SWAMPSCOTT, MA 01907
CO-TRUSTEE1$0
KEVIN P STILES
83 JOHNNYCAKE LANE, PORTSMOUTH, RI 02871
CO- TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$15,428
ELTON MCCAUSLAND
45 HIGH STREET, IPSWICH, MA 01938
CO-TRUSTEE1$0
J DAVID MORAN
ONE BEACON STREET 30TH FLOOR, BOSTON, MA 02108
CO-TRUSTEE1$0
CLAUDIA LUCK
83 BANKS ROAD, SWAMPSCOTT, MA 01907
CO-TRUSTEE1$0
KEVIN P STILES
83 JOHNNYCAKE LANE, PORTSMOUTH, RI 02871
CO- TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% SHAWMUT TR DIV 6 15
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6020729
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
1950
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,078,817
Income (IRS master file)
$248,531

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$120,857$76,824$1,078,817XML
990-PFDecember 2024$109,248$69,286$1,034,477XML
990-PFDecember 2023$39,224$66,288$995,643XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 04-6020729).

Questions about SARAH G MCCARTHY MEMORIAL FOUNDATION

What is the EIN of SARAH G MCCARTHY MEMORIAL FOUNDATION?
The employer identification number (EIN) of SARAH G MCCARTHY MEMORIAL FOUNDATION is 04-6020729.
Is SARAH G MCCARTHY MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
Are donations to SARAH G MCCARTHY MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SARAH G MCCARTHY MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SARAH G MCCARTHY MEMORIAL 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 SARAH G MCCARTHY MEMORIAL 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 SARAH G MCCARTHY MEMORIAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $18,222 (BANK OF AMERICA, TRUSTEE).
How much revenue does SARAH G MCCARTHY MEMORIAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $120,857, expenses of $76,824 and total assets of $1,078,817 at year end.

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