2017-10-30T11:15:50-00:00 2016-12-31 Todd F Brashear CPA 610 East South Temple 200 Salt Lake City UT 84102 990PF 2016-01-01 208067695 MCCARTHEY FAMILY FOUNDATION MCCA 8015781240 610 EAST SOUTH TEMPLE Room 200 SALT LAKE CITY UT 84102 John P O'Brien TREASURER 2017-10-30 true Todd F Brashear 8015781246 2017-10-30 2016 2022-09-23 18:48:47Z X 38980023 X 193 193 763646 763646 161 161 161 110191 8157988 110191 6915 6915 881106 881106 187000 93500 93500 132 132 210487 210487 1660 1660 47379 40489 6890 17723 17723 8452 8452 149065 118646 30419 621898 252635 369263 3003773 3003773 3625671 252635 3373036 -2744565 628471 279310 510375 510375 37752933 34777403 38458366 11282 11282 11282 38043525 35299060 38980023 100 100 X 38043525 35298960 38043525 35298960 38043525 35299060 38043525 -2744565 35298960 35298960 Brown Adv Japan Alpha Opp P 2015-10-01 2016-04-19 158823 185927 -27104 -27104 Brown Adv Japan Alpha Opp P 2015-10-01 2016-07-27 30200 38088 -7888 -7888 Deutsche X Trackers MSCI Eaf P 2015-04-07 2016-03-09 246073 297467 -51394 -51394 Deutsche X Trackers MSCI Eaf P 2015-08-19 2016-07-27 341563 376222 -34659 -34659 JPM US Large Cap Core Plus P 2015-12-14 2016-10-03 165006 156903 8103 8103 Vanguard FTSE Europe ETF P 2015-11-25 2016-04-19 217302 220339 -3037 -3037 Virtus Emerging Mkts Opp P 2015-10-01 2016-03-23 775572 763574 11998 11998 Brown Adv Japan Alpha Opp P 2014-11-20 2016-07-27 283796 356336 -72540 -72540 Deutsche X Trackers MSCI Eaf P 2015-04-07 2016-07-27 51015 60484 -9469 -9469 Doubleline Totl Ret Bnd P 2014-01-01 2016-02-05 455424 468892 -13468 -13468 Doubleline Totl Ret Bnd P 2012-06-06 2016-03-09 129413 133592 -4179 -4179 Doubleline Totl Ret Bnd P 2014-01-01 2016-07-27 837976 844723 -6747 -6747 iShares MSCI EAFE Index Fund P 2014-11-20 2016-03-23 42663 47427 -4764 -4764 iShares MSCI EAFE Index Fund P 2014-11-20 2016-07-27 249989 276392 -26403 -26403 iShares Russell Midcap Index Fund P 2014-11-20 2016-03-09 103825 110134 -6309 -6309 iShares Russell Midcap Index Fund P 2014-11-20 2016-03-23 50959 52658 -1699 -1699 iShares Russell Midcap Index Fund P 2014-11-20 2016-04-19 344308 344688 -380 -380 iShares Russell Midcap Index Fund P 2014-11-20 2016-10-03 134945 129237 5708 5708 JPM Core Bond Fund P 2014-11-20 2016-02-05 145481 145729 -248 -248 JPM US Large Cap Core Plus Fund P 2014-01-01 2016-10-03 326176 309942 16234 16234 SPDR SP 500 ETF Trust P 2014-11-20 2016-02-05 64095 70043 -5948 -5948 SPDR SP 500 ETF Trust P 2014-11-20 2016-03-23 109802 110508 -706 -706 SPDR SP 500 ETF Trust P 2014-11-20 2016-04-19 92533 90584 1949 1949 T Rowe Price New Asia P 2014-01-01 2016-03-09 144324 160313 -15989 -15989 Virtus Emerging Mkts Opp P 2014-01-01 2016-03-23 602461 600000 2461 2461 FMI Large Cap Fd P 2010-06-10 2016-03-09 298791 223248 75543 75543 FMI Large Cap Fd P 2014-01-01 2016-10-03 944211 576752 367459 367459 Harbor High Yield Bond P 2010-01-14 2016-03-09 36591 40981 -4390 -4390 JPM Strat Inc Opp Fd P 2009-09-29 2016-03-09 21481 22336 -855 -855 JPM US Large Cap Core Plus Fd P 2007-07-10 2016-10-03 191111 144258 46853 46853 T Rowe Price New Asia P 2014-01-01 2016-03-09 441016 575429 -134413 -134413 T Rowe Price New Asia P 2010-06-10 2016-07-27 115492 111784 3708 3708 Paradigm Master Fund Liquidating Trust P 2014-01-01 2016-12-31 2807 -2807 -2807 CSFR Private Investors, LLC P 2014-01-01 2016-12-31 3607 3607 3607 Providence Debt III Private Investors, LLC P 2014-01-01 2016-12-31 201 201 201 Paradigm Master Fund Liquidating Trust P 2016-01-01 2016-12-31 779 779 779 Providence Debt III Private Investors, LLC P 2016-01-01 2016-12-31 984 984 984 110191 -103981 false 2160693 42247349 000.051144 2645452 43296796 000.061100 2703667 42170407 000.064113 2395873 41106637 000.058284 2217020 42696648 000.051925 000.286566 000.057313 38785068 2222889 6285 2229174 3373036 X 6285 6285 6285 38976 38976 38976 32691 32691 false false false false false false false true true AK false false false false false true N/A Todd F Brashear CPA 8015781246 610 E South Temple Suite 200 Salt Lake City UT 84102 false false false false false false false false false false false false false false false false false false false false Sarah J McCarthey 610 E South Temple Suite 200 Salt Lake City UT 84102 Director 002.00 0 Thomas K McCarthey Jr 610 E South Temple Suite 200 Salt Lake City UT 84102 Director 002.00 0 Philip G McCarthey 610 E South Temple Suite 200 Salt Lake City UT 84102 Director 002.00 0 Maureen P McCarthey 610 E South Temple Suite 200 Salt Lake City UT 84102 Director 002.00 0 Todd F Brashear 610 E South Temple Suite 200 Salt Lake City UT 84102 Executive Director 010.00 127000 John P O'Brien 610 E South Temple Suite 200 Salt Lake City UT 84102 Secretary Treasurer 002.00 60000 Washington Speakers Bureau 1663 Prince Street Alexandria VA 22314 Lecture Series Event Managers 179941 NONE 0 N/A 38325784 1049920 0 39375704 39375704 590636 38785068 1939253 1939253 6285 6285 1932968 1932968 1932968 3373036 3373036 6285 3366751 1932968 108211 368202 614359 580176 68862 1739810 3373036 1932968 1440068 3179878 0 108211 3071667 368202 614359 580176 68862 1440068 NONE NONE Todd F Brashear Executive Director 610 East South Temple Ste 200 Salt Lake City UT 84102 8015781246 Grant request letter, supporting documentation, IRS tax-exempt determination letter. NONE NONE Ability Found 2324 S Constitution Blvd West Valley City UT 84119 PC Equipment Placement Program 10000 Alliance House 1724 S Main Street Salt Lake City UT 84115 PC Program Funding 7500 American Cancer Society 375 East 100 South 1st Floor Salt Lake City UT 84111 PC Cancer Research 30000 Art Access 230 South 500 West Ste125 Salt Lake City UT 84101 PC Program Funding 5000 Big Brothers Big Sisters of Utah 2121 S State Street Ste 201 South Salt Lake UT 84115 PC Program Funding 5000 Boy Scouts of America 525 Foothill Blvd Salt Lake City UT 84113 PC Program Funding 50000 Boys & Girls Club of Greater Salt Lake PO Box 57071 Murray UT 84157 PC Program Funding 23500 Building Youth Around the World 2785 West 9000 South Suite 10 West Jordan UT 84088 PC Humanitarian Aid 3000 Canines with a Cause 3970 South 2700 East Salt Lake City UT 84124 PC Program Funding 10000 Carmel of the Immaculate Heart of Mary 5714 S Holladay Blvd Holladay UT 84121 PC Operations Grant Program Funding 25000 Cathedral of the Madeleine 331 E South Temple Salt Lake City UT 84111 PC Program Funding 10000 Catholic Community Services 745 East 300 South Salt Lake City UT 84102 PC Program Funding 125000 Centro de la Familia 525 South 300 West Salt Lake City UT 84101 PC Program Funding 6500 Columbus Community Center 3495 S West Temple Salt Lake City UT 84115 PC Capital Campaign 50000 Don Moyer Boys & Girls Club 201 E Park Street Champaign IL 61820 PC Program Funding 20000 Dual Immersion Academy 1155 S Glendale Dr Salt Lake City UT 84104 PC Education Funding 5000 Epicenter 180 S Broadway Green River UT 84525 PC Program Funding 4000 Fathers & Families Coalition of Utah PO Box 27983 Salt Lake City UT 84127 PC Program Funding 6500 Gifted Music School 150 South 1000 East Suite 200 Salt Lake City UT 84102 PC Education Programs 2500 Golden Rule Project 444 East 200 South Salt Lake City UT 84111 PC Program Funding 5000 Gonzaga University 502 East Boone Ave Spokane WA 99258 PC Capital Campaigns 450000 Guadalupe School 1385 North 1200 West Salt Lake City UT 84116 PC Education Programs 2500 Herreshoff Marine Museum One Burnside Street Bristol RI 02809 PC Program Funding 10000 Holy Cross Ministries 860 East 4500 South Suite 204 Salt Lake City UT 84107 PC Program Funding 20000 Humane Society of Missouri 1201 Macklind Ave St Louis MO 63110 PC Program Funding 10000 Huntsman Cancer Foundation 500 Huntsman Way Salt Lake City UT 84108 PC Cancer Research 10000 Intermountain Therapy Animals 4050 South 2700 East Salt Lake City UT 84124 PC Program Funding 10000 JE Cosgriff Memorial School 2335 Redondo Ave Salt Lake City UT 84108 PC Education Programs 7500 Jewish Family Services 1111 E Brickyard Rd Ste 218 Salt Lake City UT 84106 PC Program Funding 7500 Judge Memorial Catholic High School 650 South 1100 East Salt Lake City UT 84102 PC Tuition Assistance Program 90000 Kearns St Ann's Catholic School 430 East 2100 South Salt Lake City UT 84115 PC Tuition Assistance Program 475000 Lewis & Clark College 615 SW Palatine Hill Rd MSC 57 Portland OR 97219 PC Tuition Assistance Program 2500 Loveland Living Planet Aquarium 12033 S Lone Peak Parkway Draper UT 84020 PC Program Funding 5000 National Multiple Sclerosis Society 1440 Foothill Dr Ste 200 Salt Lake City UT 84108 PC Medical Research 115500 National Speech and Debate Association 401 Railroad Place West Des Moines IA 50265 PC Program Funding 5000 Ojai Valley School 723 El Paseo Road Ojai CA 93023 PC Education Programs 20000 Our Lady Lourdes Catholic School 1065 East 700 South Salt Lake City UT 84102 PC Education Programs 3000 People Helping People Inc 205 North 400 West Salt Lake City UT 84103 PC Program Funding 5000 Playworks Education Energized 445 East 4500 South Suite 200 Salt Lake City UT 84107 PC Program Funding 10000 Race Swami 2751 South 2700 East Salt Lake City UT 84109 PC Program Funding 20000 Red Butte Gardens 300 Wakara Way Salt Lake City UT 84108 PC Program Funding 10500 Redevelopment Agency of Salt Lake City 451 S State Street Rm 418 Salt Lake City UT 84111 PC Capital Campaign 500000 RiteCare of Utah 650 E South Temple Salt Lake City UT 84102 PC Program Funding 8440 Ronald McDonald HouseCharities 935 E South Temple Salt Lake City UT 84102 PC Program Funding 3000 Saint Joseph Catholic High School 1790 Lake Street Ogden UT 84401 PC Tuition Assistance 50000 Saint Vincent de Paul School 1385 E Spring Lane Salt Lake City UT 84117 PC Education Programs 3000 Salt Lake Acting Company 168 West 500 North Salt Lake City UT 84103 PC Program Funding 5000 Senior Charity Care Foundation PO Box 744 Kaysville UT 84037 PC Program Funding 5000 Snowbird Sports Education Foundation 3165 E Millrock Dr Ste 190 Holladay UT 84121 PC Program Funding 15000 Splore 4029 S Main Street Salt Lake City UT 84107 PC Program Funding 6000 St Ambrose Church 2315 Redondo Ave Salt Lake City UT 84108 PC Capital Campaign 125000 St Catherine of Siena 170 S University Street Salt Lake City UT 84102 PC Program Funding 10000 St Olaf Catholic School 1793 S Orchard Dr Bountiful UT 84010 PC Education Programs 3000 Success in Education Foundation 405 S Main Street Suite 1200 Salt Lake City UT 84111 PC Education Scholarships 3000 Summit Land Conservancy PO Box 1775 Park City UT 84060 PC Program Funding 5000 The Haven 974 E South Temple Salt Lake City UT 84102 PC Program Funding 100000 The INN Between 340 S Goshen Street Salt Lake City UT 84104 PC Program Funding 25000 The Madeleine Choir School 205 First Avenue Salt Lake City UT 84103 PC Tuition Assistance 75000 The Mundi Project PO Box 520696 Salt Lake City UT 84152 PC Operations 5000 The Salt Lake City Mission 1151 S Redwood Rd Ste 106 Salt Lake City UT 84110 PC Operations 5000 The Sharing Place 1695 East 3300 South Salt Lake City UT 84106 PC Operations 5000 Therapy Animals of Utah 2459 West 300 North Provo UT 84601 PC Program Funding 2500 University of Utah 1825 E South Campus Dr Salt Lake City UT 84112 PC Program Funding 2500 Utah Food Bank 3150 South 900 West Salt Lake City UT 84119 PC Operations 5000 Utah Health & Human Rights Project 225 South 200 East Suite 250 Salt Lake City UT 84111 PC Capital Campaign 32500 Utah Museum of Fine Arts 410 Campus Center Dr Salt Lake City UT 84112 PC Program Funding 75000 Utah Pride Center PO Box 1078 Salt Lake City UT 84110 PC Program Funding 33333 Utah SymphonyUtah Opera 123 W South Temple Salt Lake City UT 84101 PC Program Funding 10000 Veterans of Foreign Wars 8401 S Windmill Dr West Jordan UT 84081 PC Program Funding 3000 Wasatch Community Gardens 824 South 400 West Suite 127 Salt Lake City UT 84101 PC Program Funding 15000 Weber State University 1265 Village Dr Dept 4018 Ogden UT 84408 PC Athletic Programs 60000 West Ridge Academy 5500 W Bagley Park Rd West Jordan UT 84081 PC Education Assistance 5000 Westminster College 1840 South 1300 East Salt Lake City UT 84105 PC Emergency Student Relief/Scholarship Funds 103000 Women of the World 3347 S Main Street Salt Lake City UT 84115 PC Program Funding 5000 YWCA Utah 322 East 300 South Salt Lake City UT 84111 PC Program Funding 3000 3003773 14 193 14 763646 16 161 24 6915 18 110191 881106 881106 false false false false false false false false false false Payroll Perfect, Inc. 132 132 N/A The Attorney General for the State of Alaska does not require a copy of Form 990-PF to be furnished. Brown Adv Japan Alpha Opp 2015-10 P 2016-04 158823 185927 -27104 Brown Adv Japan Alpha Opp 2015-10 P 2016-07 30200 38088 -7888 Deutsche X Trackers MSCI Eaf 2015-04 P 2016-03 246073 297467 -51394 Deutsche X Trackers MSCI Eaf 2015-08 P 2016-07 341563 376222 -34659 JPM US Large Cap Core Plus 2015-12 P 2016-10 165006 156903 8103 Vanguard FTSE Europe ETF 2015-11 P 2016-04 217302 220339 -3037 Virtus Emerging Mkts Opp 2015-10 P 2016-03 775572 763574 11998 Brown Adv Japan Alpha Opp 2014-11 P 2016-07 283796 356336 -72540 Deutsche X Trackers MSCI Eaf 2015-04 P 2016-07 51015 60484 -9469 Doubleline Totl Ret Bnd 2014-01 P 2016-02 455424 468892 -13468 Doubleline Totl Ret Bnd 2012-06 P 2016-03 129413 133592 -4179 Doubleline Totl Ret Bnd 2014-01 P 2016-07 837976 844723 -6747 iShares MSCI EAFE Index Fund 2014-11 P 2016-03 42663 47427 -4764 iShares MSCI EAFE Index Fund 2014-11 P 2016-07 249989 276392 -26403 iShares Russell Midcap Index Fund 2014-11 P 2016-03 103825 110134 -6309 iShares Russell Midcap Index Fund 2014-11 P 2016-03 50959 52658 -1699 iShares Russell Midcap Index Fund 2014-11 P 2016-04 344308 344688 -380 iShares Russell Midcap Index Fund 2014-11 P 2016-10 134945 129237 5708 JPM Core Bond Fund 2014-11 P 2016-02 145481 145729 -248 JPM US Large Cap Core Plus Fund 2014-01 P 2016-10 326176 309942 16234 SPDR SP 500 ETF Trust 2014-11 P 2016-02 64095 70043 -5948 SPDR SP 500 ETF Trust 2014-11 P 2016-03 109802 110508 -706 SPDR SP 500 ETF Trust 2014-11 P 2016-04 92533 90584 1949 T Rowe Price New Asia 2014-01 P 2016-03 144324 160313 -15989 Virtus Emerging Mkts Opp 2014-01 P 2016-03 602461 600000 2461 FMI Large Cap Fd 2010-06 P 2016-03 298791 223248 75543 FMI Large Cap Fd 2014-01 P 2016-10 944211 576752 367459 Harbor High Yield Bond 2010-01 P 2016-03 36591 40981 -4390 JPM Strat Inc Opp Fd 2009-09 P 2016-03 21481 22336 -855 JPM US Large Cap Core Plus Fd 2007-07 P 2016-10 191111 144258 46853 T Rowe Price New Asia 2014-01 P 2016-03 441016 575429 -134413 T Rowe Price New Asia 2010-06 P 2016-07 115492 111784 3708 Paradigm Master Fund Liquidating Trust 2014-01 P 2016-12 2807 -2807 CSFR Private Investors, LLC 2014-01 P 2016-12 3607 3607 Providence Debt III Private Investors, LLC 2014-01 P 2016-12 201 201 Paradigm Master Fund Liquidating Trust 2016-01 P 2016-12 779 779 Providence Debt III Private Investors, LLC 2016-01 P 2016-12 984 984 JPM Structured Equity Notes AT COST 604067 941398 Accrued Interest Dividends AT COST 75630 75630 JPMorgan Managed Equity Portfolio AT COST 32938063 36228415 Paradigm Hedge Funds AT COST 373539 460177 Next IT Corporation AT COST 500000 500000 Starwood Opportunities Fund VIII, LLC AT COST 286104 252746 Statuary 11282 11282 11282 Portfolio Deductions 6542 6542 Rent/Lease Expense 547 547 Licenses Fees 296 296 Meals Entertainment 66 66 Section 1256 Net Loss 426 426 Investment Interest Expense 1942 1942 Commissions Investment Fees 102101 102101 Insurance 4809 4809 Catering Expense 21461 21461 Contract Labor 2500 2500 Security 350 350 Supplies 370 370 Postage 20 20 Depletion Expense 7635 7635 From Investment Schedules K-1 6178 6178 Other Income 737 737 Mary Kay Lazarus Public Relations, Inc. 28706 28706 Washington Speakers Buereau 179941 179941 David Neward Photography 1500 1500 KCPW Radio Station 340 340 Excise Tax on investment income 20536 20536 Payroll taxes 13779 6889 6890 Foreign dividend taxes 13064 13064