STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Marybeth Mcinnis TRUSTEE2016-2024 2 $0 reported 6
James J Mcinnis (former) TRUSTEE2016-2020 2 $0 reported 2

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARYBETH MCINNIS TRUSTEE2 $0-$0 $06
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARYBETH MCINNIS TRUSTEE2 $0-$0 $06
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARYBETH MCINNIS TRUSTEE2 $0-$0 $06
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARYBETH MCINNIS TRUSTEE2 $0-$0 $06
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J MCINNIS TRUSTEE2 $0-$0 $02
MARYBETH MCINNIS TRUSTEE0 $0-$0 $06
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J MCINNIS TRUSTEE2 $0-$0 $02
MARYBETH MCINNIS TRUSTEE0 $0-$0 $06
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J MCINNIS TRUSTEE2 $0-$0 $02
MARYBETH MCINNIS TRUSTEE0 $0-$0 $06
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J MCINNIS TRUSTEE2 $0-$0 $02
MARYBETH MCINNIS TRUSTEE0 $0-$0 $06
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES J MCINNIS TRUSTEE2 $0-$0 $02
MARYBETH MCINNIS TRUSTEE0 $0-$0 $06

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$13,891$32,500 $250,723$250,723 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$7,192$15,540 $269,332$269,332 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$42,318$15,283 $277,770$277,680 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$4,142$33,158 $250,735$250,645 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$6,503$32,400 $279,751$279,661 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$73,177$27,041 $306,821$305,931 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$9,051$28,733 $261,114$259,424 $4,210- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$83,446$35,172 $285,006$279,106 $3,400- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
-$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE JEAS FAMILY CHARITABLE TRUSTMAT22 $15,547$75,364 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ROOP CHARITABLE FOUNDATIONMAT22 $14,290$15,617 TRUSTEE/AS NEEDED$0 Same NTEE code T22, revenue within 2x, same state
MAHONEY FAMILY CHARITABLE FOUNDATIONMAT22 $14,999$25 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
JAMES AND VERONICA CHESTERTON FAM FOUNDATION TR AGREEMENTMAT22 $15,939$26,488 TRUSTEES$0 Same NTEE code T22, revenue within 2x, same state
CRYSTAL FAMILY CHARITABLE FOUNDATION DATED OCTOBER 17 2012MAT22 $15,426$55,862 trustee$0 Same NTEE code T22, revenue within 2x, same state
K PRESCOTT LOW AND SUSAN TUCKER LOW FOUNDATIONMAT22 $15,087$16,551 Trustee$0 Same NTEE code T22, revenue within 2x, same state
FREDERIC & AGNES MALOOF FOUNDATION INCMAT22 $15,135$42,830 President$0 Same NTEE code T22, revenue within 2x, same state
GOLDBAND-SCHULMAN FAMILY FOUNDATIONMAT22 $15,517$28,762 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
SANDMAN FAM FOUNDATIONMAT22 $11,824$59,103 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
PETER FRENCH MEMORIAL FOUNDATIONMAT22 $13,530$15,761 Trustee$0 Same NTEE code T22, revenue within 2x, same state
GOLD FOUNDATION INCMAT22 $14,224$95,715 PRESIDENT/DIRECTOR - AS NEEDED$0 Same NTEE code T22, revenue within 2x, same state
300 FOUNDATIONMAT22 $13,216$461,755 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
HAARTZ FAMILY FOUNDATION INCMAT22 $15,782$3,574 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MATT AND FRANCES BURBACH CHARITABLE TRUSTTXT22 $11,906$8,713 TRUSTEE$2,486 Same NTEE code T22, revenue within 2x
CAROL AND ROBERT J PALLE JR CHARITABLE TR 123198NJT22 $14,716$8,360 OFFICER$0 Same NTEE code T22, revenue within 2x
KAVLI CHARITABLE TRUSTCAT22 $13,399$9,830 CO-TRUSTEE$0 Same NTEE code T22, revenue within 2x
PAUGUS CHARITABLE TRUSTNYT22 $13,312$6,772 TRUSTEE$0 Same NTEE code T22, revenue within 2x
HILLERY CHARITABLE TRUSTNVT22 $15,493$41,375 TRUSTEE$0 Same NTEE code T22, revenue within 2x
CARITAS CHARITABLE TRTXT22 $12,720$9,304 Trustee$0 Same NTEE code T22, revenue within 2x
LEVISON-LEVY CHARITABLE TRUSTCAT22 $12,085$12,824 Trustee$0 Same NTEE code T22, revenue within 2x
WILLIAM M & MINNIE D MUSSER CHARITABLE TRUSTPAT22 $15,610$12,089 TRUSTEE$2,857 Same NTEE code T22, revenue within 2x
WILMAR@GEYER CHARITABLE TRUSTPAT22 $11,636$9,720 TRUSTEE$2,170 Same NTEE code T22, revenue within 2x
THE@RALPH MANWARREN CHARITABLE TRUSTMNT22 $13,164$304,358 Trustee$7,500 Same NTEE code T22, revenue within 2x
HOWARD L AND KATHERINE P DANIEL CHARITABLE TRUSTMOT22 $12,476$18,368 TRUSTEE$5,070 Same NTEE code T22, revenue within 2x
LENA ANDERSON CHARITABLE TRART22 $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
LineAs describedTotalShare
Contributions, gifts, grants paid $32,500 100.0%
Total$32,500100%

View the filing

2023 · Form 990PF · $15,540 spent · pay $0 · grants $15,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $15,000 96.5%
Taxes $540 3.5%
Total$15,540100%

View the filing

2022 · Form 990PF · $15,283 spent · pay $0 · grants $15,275 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $15,275 99.9%
Taxes $8 0.1%
Total$15,283100%

View the filing

2021 · Form 990PF · $33,158 spent · pay $0 · grants $32,995 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,995 99.5%
Taxes $95 0.3%
Fees: other professional $68 0.2%
Total$33,158100%

View the filing

2020 · Form 990PF · $32,400 spent · pay $0 · grants $32,270 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,270 99.6%
Taxes $90 0.3%
Fees: other professional $40 0.1%
Total$32,400100%

View the filing

2019 · Form 990PF · $27,041 spent · pay $0 · grants $26,911 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,911 99.5%
Taxes $90 0.3%
Fees: other professional $40 0.1%
Total$27,041100%

View the filing

2018 · Form 990PF · $28,733 spent · pay $0 · grants $28,640 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $28,640 99.7%
Taxes $93 0.3%
Total$28,733100%

View the filing

2017 · Form 990PF · $35,172 spent · pay $0 · grants $29,179 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $29,179 83.0%
Fees: other professional $3,400 9.7%
Taxes $2,593 7.4%
Total$35,172100%

View the filing

2016 · Form 990PF · $29,364 spent · pay $0 · grants $25,806 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $25,806 87.9%
Fees: other professional $3,400 11.6%
Taxes $158 0.5%
Total$29,364100%

View the filing