Nonprofit · EIN 81-4871522
MCCARTNEY FAMILY CHARITABLE TRUST
Tax-exempt · RALEIGH, NC 27626
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $244,915 | $320,808 | -$75,893 | $4,624,582 | $0 | $4,624,582 |
| December 31, 2024 | 990-PF | $286,903 | $299,997 | -$13,094 | $4,699,597 | $0 | $4,699,597 |
| December 31, 2023 | 990-PF | -$58,967 | $276,143 | -$335,110 | $4,708,719 | $0 | $4,708,719 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $160,133
- Interest
- $1
- Net gain from sales of assets
- $84,460
- Other income
- $321
Expenses
- Grants and similar amounts paid
- $273,140
- Compensation of officers, directors and key employees
- $39,315
- Disbursements for charitable purposes
- $273,140
- Excise tax on investment income
- $2,814
Balance sheet and other
- Total assets, start of year
- $4,699,597
- Total assets, end of year
- $4,624,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,624,582
- Fair market value of assets
- $6,026,991
- Qualifying distributions
- $273,140
- Net investment income
- $244,594
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK TRUST CO 4300 SIX FORKS ROAD, RALEIGH, NC 27609 | TRUSTEE | 1 | $39,315 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK TRUST CO 4300 SIX FORKS ROAD, RALEIGH, NC 27609 | TRUSTEE | 1 | $37,525 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK TRUST CO 4300 SIX FORKS ROAD, RALEIGH, NC 27609 | TRUSTEE | 1 | $35,210 |
Address and contacts
- Address (IRS master file)
- PO BOX 29522, RALEIGH, NC 27626-0522
- In care of
- % R BRANDON WHITLEY
- Signed the 990-PF
- LOUIS VALKER, DIRECTOR
- Phone
- (919) 716-7347
- Return prepared by
- ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4871522
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,624,582
- Income (IRS master file)
- $3,057,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $244,915 | $320,808 | $4,624,582 | IRS |
| 990-PF | December 2024 | $286,903 | $299,997 | $4,699,597 | IRS |
| 990-PF | December 2023 | -$58,967 | $276,143 | $4,708,719 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-4871522).
Questions about MCCARTNEY FAMILY CHARITABLE TRUST
- What is the EIN of MCCARTNEY FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of MCCARTNEY FAMILY CHARITABLE TRUST is 81-4871522.
- Is MCCARTNEY FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to MCCARTNEY FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCCARTNEY FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCCARTNEY FAMILY CHARITABLE TRUST 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 MCCARTNEY FAMILY CHARITABLE TRUST 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 MCCARTNEY FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $39,315 (FIRST CITIZENS BANK TRUST CO, TRUSTEE).
- How much revenue does MCCARTNEY FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $244,915, expenses of $320,808 and total assets of $4,624,582 at year end.
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