Nonprofit · EIN 64-0872808
BILL MCCARTY III FOUNDATION
Tax-exempt · JACKSON, MS 39211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $108,483 | $26,621 | $81,862 | $1,590,178 | $0 | $1,590,178 |
| June 30, 2024 | 990-PF | $119,570 | $341,391 | -$221,821 | $1,508,316 | $0 | $1,508,316 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $28,076
- Interest
- $16,845
- Net gain from sales of assets
- $63,562
Expenses
- Grants and similar amounts paid
- $13,250
- Disbursements for charitable purposes
- $18,947
- Excise tax on investment income
- $1,401
Balance sheet and other
- Total assets, start of year
- $1,508,316
- Total assets, end of year
- $1,590,178
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,590,178
- Fair market value of assets
- $1,915,330
- Qualifying distributions
- $18,947
- Net investment income
- $108,483
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WB MCCARTY III 4032 PINEWOOD DRIVE, JACKSON, MS 39211 | PRES/DIRECTO | 0 | $0 |
| HARRISON RUSSELL MCCARTY 126 SUMMERS BAY DRIVE, RIDGELAND, MS 39157 | SEC-TREAS/DI | 0 | $0 |
| BETH MCCARTY HARRIS 1727 RENSHAW ROAD, YAZOO CITY, MS 39194 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WB MCCARTY III 4032 PINEWOOD DRIVE, JACKSON, MS 39211 | PRES/DIRECTO | 0 | $0 |
| HARRISON RUSSELL MCCARTY 126 SUMMERS BAY DRIVE, RIDGELAND, MS 39157 | SEC-TREAS/DI | 0 | $0 |
| BETH MCCARTY HARRIS 1727 RENSHAW ROAD, YAZOO CITY, MS 39194 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4032 PINEWOOD DR, JACKSON, MS 39211-6446
- In care of
- % W B MCCARTY III
- Signed the 990-PF
- WB MCCARTY III, PRES/DIRECTOR
- Phone
- (601) 981-1675
- Return prepared by
- SUMMERS GREEN & LEROUX LLP
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 | Not due yet |
| 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
- 64-0872808
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,590,178
- Income (IRS master file)
- $1,151,353
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $108,483 | $26,621 | $1,590,178 | IRS |
| 990-PF | June 2024 | $119,570 | $341,391 | $1,508,316 | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 64-0872808).
Questions about BILL MCCARTY III FOUNDATION
- What is the EIN of BILL MCCARTY III FOUNDATION?
- The employer identification number (EIN) of BILL MCCARTY III FOUNDATION is 64-0872808.
- Is BILL MCCARTY III FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to BILL MCCARTY III FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BILL MCCARTY III FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BILL MCCARTY III 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 BILL MCCARTY III 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 BILL MCCARTY III FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BILL MCCARTY III FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $108,483, expenses of $26,621 and total assets of $1,590,178 at year end.
Other nonprofits in JACKSON
- COMMUNITY FOUNDATION FOR MISSISSIPPI EIN 64-0845750 · last filed 990 for 2025
- LUCKYDAY FOUNDATION EIN 64-0617746 · last filed 990-PF for 2025
- JAMES W HOOD FAMILY FOUNDATION EIN 20-2640916 · last filed 990-PF for 2024
- WHEATON FOUNDATION EIN 20-3040364 · last filed 990-PF for 2024
- FOUNDATION FOR MISSISSIPPI HISTORY EIN 20-2649529 · last filed 990 for 2024
- NEW HORIZON MINISTRIES EIN 57-0899274 · last filed 990 for 2025
- UNITED WAY OF THE CAPITAL AREA INC EIN 64-0303075 · last filed 990 for 2025
- VAN DEVENDER FOUNDATION EIN 31-1480644 · last filed 990-PF for 2025
All nonprofits in JACKSON · Mississippi · Philanthropy, voluntarism and grantmaking foundations