Nonprofit · EIN 22-2549008
CATHERINE MCCARTHY MEMORIAL TRUST FUND
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $479,890 | $310,644 | $169,246 | $5,150,559 | $0 | $5,150,559 |
| June 30, 2025 | 990-PF | $436,643 | $273,358 | $163,285 | $4,726,926 | $0 | $4,726,926 |
| June 30, 2024 | 990-PF | $123,886 | $280,480 | -$156,594 | $4,613,400 | $0 | $4,613,400 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $126,408
- Net gain from sales of assets
- $353,482
Expenses
- Grants and similar amounts paid
- $196,250
- Compensation of officers, directors and key employees
- $68,473
- Disbursements for charitable purposes
- $260,045
- Excise tax on investment income
- $5,980
Balance sheet and other
- Total assets, start of year
- $4,726,926
- Total assets, end of year
- $5,150,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,150,559
- Fair market value of assets
- $6,496,755
- Qualifying distributions
- $260,045
- Net investment income
- $477,831
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | CO-TRUSTEE | 1 | $56,001 |
| THOMAS F CAFFREY ESQ 93 MAIN ST STE 211, ANDOVER, MA 018103847 | CO-TRUSTEE | 5 | $12,472 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 225 FRANKLIN ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $50,825 |
| THOMAS F CAFFREY ESQ 300 ESSEX STREET, LAWRENCE, MA 01842 | CO-TRUSTEE | 5 | $11,404 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA 225 FRANKLIN ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $46,294 |
| THOMAS F CAFFREY ESQ 300 ESSEX STREET, LAWRENCE, MA 01842 | CO-TRUSTEE | 5 | $10,333 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2549008
- 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
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,726,926
- Income (IRS master file)
- $1,017,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $479,890 | $310,644 | $5,150,559 | XML |
| 990-PF | June 2025 | $436,643 | $273,358 | $4,726,926 | XML |
| 990-PF | June 2024 | $123,886 | $280,480 | $4,613,400 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 22-2549008).
Questions about CATHERINE MCCARTHY MEMORIAL TRUST FUND
- What is the EIN of CATHERINE MCCARTHY MEMORIAL TRUST FUND?
- The employer identification number (EIN) of CATHERINE MCCARTHY MEMORIAL TRUST FUND is 22-2549008.
- Is CATHERINE MCCARTHY MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to CATHERINE MCCARTHY MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CATHERINE MCCARTHY MEMORIAL TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CATHERINE MCCARTHY MEMORIAL TRUST FUND due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHERINE MCCARTHY MEMORIAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of CATHERINE MCCARTHY MEMORIAL TRUST FUND?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $56,001 (BANK OF AMERICA, CO-TRUSTEE).
- How much revenue does CATHERINE MCCARTHY MEMORIAL TRUST FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $479,890, expenses of $310,644 and total assets of $5,150,559 at year end.
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