CAROL A AND JAMES J MCINNIS CHARITABLE TRUST
Cite this
Plain text CAROL A AND JAMES J MCINNIS CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/461535074. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). CAROL A AND JAMES J MCINNIS CHARITABLE TRUST [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/461535074
MLA “CAROL A AND JAMES J MCINNIS CHARITABLE TRUST.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/461535074. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990PF · revenue $14K · expenses $32K · assets $251K
- Also known as
- CHARITABLE TRUST
- EIN
- 46-1535074
- Address
- 807 TURNPIKE STREET, NORTH ANDOVER, MA 01845-6131
- NTEE code
- T22
- Subsection
- 501(c)(3)
- Ruling year
- 2013
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Marybeth Mcinnis | TRUSTEE | 2016-2024 | 2 | $0 reported | 6 |
| James J Mcinnis (former) | TRUSTEE | 2016-2020 | 2 | $0 reported | 2 |
People by year
2024 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARYBETH MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 6 |
2023 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARYBETH MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 6 |
2022 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARYBETH MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 6 |
2021 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARYBETH MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 6 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 2 |
| MARYBETH MCINNIS | TRUSTEE | 0 | $0 | - | $0 | $0 | 6 |
2019 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 2 |
| MARYBETH MCINNIS | TRUSTEE | 0 | $0 | - | $0 | $0 | 6 |
2018 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 2 |
| MARYBETH MCINNIS | TRUSTEE | 0 | $0 | - | $0 | $0 | 6 |
2017 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 2 |
| MARYBETH MCINNIS | TRUSTEE | 0 | $0 | - | $0 | $0 | 6 |
2016 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES J MCINNIS | TRUSTEE | 2 | $0 | - | $0 | $0 | 2 |
| MARYBETH MCINNIS | TRUSTEE | 0 | $0 | - | $0 | $0 | 6 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 2 grants to organizations · $32K
2023 · 1 grant to organizations · $15K
2022 · 2 grants to organizations · $15K
2021 · 9 grants to organizations · $33K
2020 · 57 grants to organizations · $32K
2019 · 56 grants to organizations · $27K
2018 · 109 grants to organizations · $29K
2017 · 72 grants to organizations · $29K
2016 · 94 grants to organizations · $26K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $13,891 | $32,500 | $250,723 | $250,723 | - | - | - | - | - |
| 2023 · Form 990PF | ||||||||
| $7,192 | $15,540 | $269,332 | $269,332 | - | - | - | - | - |
| 2022 · Form 990PF | ||||||||
| $42,318 | $15,283 | $277,770 | $277,680 | - | - | - | - | - |
| 2021 · Form 990PF | ||||||||
| $4,142 | $33,158 | $250,735 | $250,645 | - | - | - | - | - |
| 2020 · Form 990PF | ||||||||
| $6,503 | $32,400 | $279,751 | $279,661 | - | - | - | - | - |
| 2019 · Form 990PF | ||||||||
| $73,177 | $27,041 | $306,821 | $305,931 | - | - | - | - | - |
| 2018 · Form 990PF | ||||||||
| $9,051 | $28,733 | $261,114 | $259,424 | $4,210 | - | - | - | - |
| 2017 · Form 990PF | ||||||||
| $83,446 | $35,172 | $285,006 | $279,106 | $3,400 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| -$11,984 | $29,364 | $237,188 | $233,788 | $8,464 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE JEAS FAMILY CHARITABLE TRUST | MA | T22 | $15,547 | $75,364 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROOP CHARITABLE FOUNDATION | MA | T22 | $14,290 | $15,617 | TRUSTEE/AS NEEDED | $0 | Same NTEE code T22, revenue within 2x, same state |
| MAHONEY FAMILY CHARITABLE FOUNDATION | MA | T22 | $14,999 | $25 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| JAMES AND VERONICA CHESTERTON FAM FOUNDATION TR AGREEMENT | MA | T22 | $15,939 | $26,488 | TRUSTEES | $0 | Same NTEE code T22, revenue within 2x, same state |
| CRYSTAL FAMILY CHARITABLE FOUNDATION DATED OCTOBER 17 2012 | MA | T22 | $15,426 | $55,862 | trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| K PRESCOTT LOW AND SUSAN TUCKER LOW FOUNDATION | MA | T22 | $15,087 | $16,551 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| FREDERIC & AGNES MALOOF FOUNDATION INC | MA | T22 | $15,135 | $42,830 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| GOLDBAND-SCHULMAN FAMILY FOUNDATION | MA | T22 | $15,517 | $28,762 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| SANDMAN FAM FOUNDATION | MA | T22 | $11,824 | $59,103 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| PETER FRENCH MEMORIAL FOUNDATION | MA | T22 | $13,530 | $15,761 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| GOLD FOUNDATION INC | MA | T22 | $14,224 | $95,715 | PRESIDENT/DIRECTOR - AS NEEDED | $0 | Same NTEE code T22, revenue within 2x, same state |
| 300 FOUNDATION | MA | T22 | $13,216 | $461,755 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| HAARTZ FAMILY FOUNDATION INC | MA | T22 | $15,782 | $3,574 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| MATT AND FRANCES BURBACH CHARITABLE TRUST | TX | T22 | $11,906 | $8,713 | TRUSTEE | $2,486 | Same NTEE code T22, revenue within 2x |
| CAROL AND ROBERT J PALLE JR CHARITABLE TR 123198 | NJ | T22 | $14,716 | $8,360 | OFFICER | $0 | Same NTEE code T22, revenue within 2x |
| KAVLI CHARITABLE TRUST | CA | T22 | $13,399 | $9,830 | CO-TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| PAUGUS CHARITABLE TRUST | NY | T22 | $13,312 | $6,772 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| HILLERY CHARITABLE TRUST | NV | T22 | $15,493 | $41,375 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
| CARITAS CHARITABLE TR | TX | T22 | $12,720 | $9,304 | Trustee | $0 | Same NTEE code T22, revenue within 2x |
| LEVISON-LEVY CHARITABLE TRUST | CA | T22 | $12,085 | $12,824 | Trustee | $0 | Same NTEE code T22, revenue within 2x |
| WILLIAM M & MINNIE D MUSSER CHARITABLE TRUST | PA | T22 | $15,610 | $12,089 | TRUSTEE | $2,857 | Same NTEE code T22, revenue within 2x |
| WILMAR@GEYER CHARITABLE TRUST | PA | T22 | $11,636 | $9,720 | TRUSTEE | $2,170 | Same NTEE code T22, revenue within 2x |
| THE@RALPH MANWARREN CHARITABLE TRUST | MN | T22 | $13,164 | $304,358 | Trustee | $7,500 | Same NTEE code T22, revenue within 2x |
| HOWARD L AND KATHERINE P DANIEL CHARITABLE TRUST | MO | T22 | $12,476 | $18,368 | TRUSTEE | $5,070 | Same NTEE code T22, revenue within 2x |
| LENA ANDERSON CHARITABLE TR | AR | T22 | $15,732 | $39,110 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $32,500 spent · pay $0 · grants $32,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $32,500 | 100.0% | |
| Total | $32,500 | 100% |
2023 · Form 990PF · $15,540 spent · pay $0 · grants $15,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,000 | 96.5% | |
| Taxes | $540 | 3.5% | |
| Total | $15,540 | 100% |
2022 · Form 990PF · $15,283 spent · pay $0 · grants $15,275 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,275 | 99.9% | |
| Taxes | $8 | 0.1% | |
| Total | $15,283 | 100% |
2021 · Form 990PF · $33,158 spent · pay $0 · grants $32,995 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $32,995 | 99.5% | |
| Taxes | $95 | 0.3% | |
| Fees: other professional | $68 | 0.2% | |
| Total | $33,158 | 100% |
2020 · Form 990PF · $32,400 spent · pay $0 · grants $32,270 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $32,270 | 99.6% | |
| Taxes | $90 | 0.3% | |
| Fees: other professional | $40 | 0.1% | |
| Total | $32,400 | 100% |
2019 · Form 990PF · $27,041 spent · pay $0 · grants $26,911 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $26,911 | 99.5% | |
| Taxes | $90 | 0.3% | |
| Fees: other professional | $40 | 0.1% | |
| Total | $27,041 | 100% |
2018 · Form 990PF · $28,733 spent · pay $0 · grants $28,640 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $28,640 | 99.7% | |
| Taxes | $93 | 0.3% | |
| Total | $28,733 | 100% |
2017 · Form 990PF · $35,172 spent · pay $0 · grants $29,179 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $29,179 | 83.0% | |
| Fees: other professional | $3,400 | 9.7% | |
| Taxes | $2,593 | 7.4% | |
| Total | $35,172 | 100% |
2016 · Form 990PF · $29,364 spent · pay $0 · grants $25,806 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $25,806 | 87.9% | |
| Fees: other professional | $3,400 | 11.6% | |
| Taxes | $158 | 0.5% | |
| Total | $29,364 | 100% |