J & E Mccarthy Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like J & E Mccarthy Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 83-6063053

Foundation Overview

Based in Lenox, MA, J & E Mccarthy Charitable Trust has awarded 30 grants totaling $200,085 to organizations in Connecticut, New York and 1 other state across the US. Individual grants range from $5,218 to $7,402, with a median award of $6,740.

Latest Tax Year
2024
Total Giving (all years)
$200,085
Total Assets
$434,674
Median Grant (all grants)
$6,740

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$5,218
% Median Grant Decline
-17% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Connecticut

Grants are geographically diversified with 33% in Connecticut and funding distributed across 3 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Connecticut, funding concentrates in Cheshire (100%).

Funding Trajectory
-17%

Declining funding trend with 17% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into J & E Mccarthy Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Legion Of Christ Inc $5,218 Cheshire, CT, US General Fund 2024
St Mary's Roman Catholic Church $5,218 Auburn, NY, US General Fund 2024
Catholic Church Extension Society $5,218 Chicago, IL, US General Fund 2024
Legion Of Christ Inc $6,310 Cheshire, CT, US General Fund 2023
St Mary's Roman Catholic Church $6,310 Auburn, NY, US General Fund 2023
Catholic Church Extension Society $6,310 Chicago, IL, US General Fund 2023
Legion Of Christ Inc $6,310 Cheshire, CT, US General Fund 2023
St Mary's Roman Catholic Church $6,310 Auburn, NY, US General Fund 2023
Catholic Church Extension Society $6,310 Chicago, IL, US General Fund 2023
Legion Of Christ Inc $7,402 Cheshire, CT, US General Fund 2022
St Mary's Roman Catholic Church $7,402 Auburn, NY, US General Fund 2022
Catholic Church Extension Society $7,402 Chicago, IL, US General Fund 2022
Legion Of Christ Inc $7,402 Cheshire, CT, US General Fund 2022
St Mary's Roman Catholic Church $7,402 Auburn, NY, US General Fund 2022
Catholic Church Extension Society $7,402 Chicago, IL, US General Fund 2022
Legion Of Christ Inc $7,170 Cheshire, CT, US General Fund 2021
St Mary's Roman Catholic Church $7,170 Auburn, NY, US General Fund 2021
Catholic Church Extension Society $7,170 Chicago, IL, US General Fund 2021
Legion Of Christ Inc $7,170 Cheshire, CT, US General Fund 2021
St Mary's Roman Catholic Church $7,170 Auburn, NY, US General Fund 2021
Catholic Church Extension Society $7,170 Chicago, IL, US General Fund 2021
Legion Of Christ Inc $7,170 Cheshire, CT, US General Fund 2021
St Mary's Roman Catholic Church $7,170 Auburn, NY, US General Fund 2021
Catholic Church Extension Society $7,170 Chicago, IL, US General Fund 2021
Legion Of Christ Inc $6,238 Cheshire, CT, US General Fund 2020
St Mary's Roman Catholic Church $6,238 Auburn, NY, US General Fund 2020
Catholic Church Extension Society $6,238 Chicago, IL, US General Fund 2020
Legion Of Christ Inc $6,305 Cheshire, CT, US General Fund 2018
St Mary's Roman Catholic Church $6,305 Auburn, NY, US General Fund 2018
Catholic Church Extension Society $6,305 Chicago, IL, US General Fund 2018

Foundations Similar to J & E Mccarthy Charitable Trust

Discover 5 foundations with comparable assets ($425,809-$443,884), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 92-3724716 | 4 grants awarded
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$5,000
median grant
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Same state
100%
Excellent match

EIN: 04-2309470 | 6 grants awarded
$435,780
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$5,000
median grant
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Excellent match

EIN: 93-6765819 | 1 grants awarded
$431,731
(≈ Similar)
$11,000
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 04-6042788 | 23 grants awarded
$425,809
(≈ Similar)
$7,478
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 20-6605552 | 32 grants awarded
$443,884
(≈ Similar)
$5,283.5
median grant
Plymouth, MA
Same state
99%
Excellent match

Contact Information

Official contact details for J & E Mccarthy Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 83-6063053
Website N/A
Address 25 B MAIN STREET Lenox, MA 01240-2311

Key People (1)

Board members, trustees, and key staff who oversee J & E Mccarthy Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for J & E Mccarthy Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.