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Nonprofit · EIN 54-6461406

MCCARTHY FAM CHARITABLE FOUNDATION

Also known as CIIK BONNIE J TTEE

Tax-exempt · BURKE, VA 22015

Financials

$23K$32K2022$36K$25K2023$60K$87K2024
Revenue Expenses · by fiscal year end
Financials of MCCARTHY FAM CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$60,390$87,430-$27,040$945,939$0$945,939
June 30, 2024990-PF$35,765$25,122$10,643$933,024$0$933,024
June 30, 2023990-PF$23,165$31,657-$8,492$848,872$0$848,872
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,000
Dividends
$30,947
Net gain from sales of assets
$28,443

Expenses

Grants and similar amounts paid
$72,170
Disbursements for charitable purposes
$74,244
Excise tax on investment income
$664

Balance sheet and other

Total assets, start of year
$933,024
Total assets, end of year
$945,939
Total liabilities, end of year
$0
Net assets, end of year
$945,939
Fair market value of assets
$945,939
Qualifying distributions
$74,244
Net investment income
$59,390

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Bonnie J Cook
9325 Mainsail Dr, Burke, VA 22015
Trustee0$0
Kevin J McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0
Debra L McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
Bonnie J Cook
9325 Mainsail Dr, Burke, VA 22015
Trustee0$0
Kevin J McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0
Debra L McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
Bonnie J Cook
9325 Mainsail Dr, Burke, VA 22015
Trustee0$0
Kevin J McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0
Debra L McCarthy
11400 Meade Pointe, Spotsylvania, VA 22551
Foundation Mgr.0$0

Address and contacts

Address (IRS master file)
9325 MAINSAIL DR, BURKE, VA 22015-4237
In care of
% BONNIE J COOK
Signed the 990-PF
Kevin J McCarthy, Foundation Manager
Phone
(703) 473-3883
Return prepared by
Quist & Associates LLC

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
54-6461406
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
2000
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$945,939
Income (IRS master file)
$103,446

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$60,390$87,430$945,939IRS
990-PFJune 2024$35,765$25,122$933,024IRS
990-PFJune 2023$23,165$31,657$848,872XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 54-6461406).

Questions about MCCARTHY FAM CHARITABLE FOUNDATION

What is the EIN of MCCARTHY FAM CHARITABLE FOUNDATION?
The employer identification number (EIN) of MCCARTHY FAM CHARITABLE FOUNDATION is 54-6461406.
Is MCCARTHY FAM CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to MCCARTHY FAM CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCCARTHY FAM CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MCCARTHY FAM CHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCCARTHY FAM CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of MCCARTHY FAM CHARITABLE FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MCCARTHY FAM CHARITABLE FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $60,390, expenses of $87,430 and total assets of $945,939 at year end.

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