Joseph And Katherine Macari Foundation Inc

Southold, NY
Tax-exempt since March 2007
EIN: 77-0648518

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.06M (2024)

Expenses

$318k (2024)

Total Assets

$4.87M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,063,975

Expenses

$318,167

Net Income

$745,808

Net Assets

$4,874,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,883	4.5%
Dividends	$95,805	9.0%
Sales of Assets	$920,287	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,771	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,874,498
Total Liabilities	$0
Net Assets	$4,874,498

Compensation

Key Employees and Officers	Compensation	Other
Katherine T Macari (Vice President)	$0	$0
Anne Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on Aug. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$307,631

Expenses

$179,875

Net Income

$127,756

Net Assets

$4,132,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,528	12.8%
Dividends	$92,054	29.9%
Sales of Assets	$176,049	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,292	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,132,832
Total Liabilities	$0
Net Assets	$4,132,832

Compensation

Key Employees and Officers	Compensation	Other
Katherine T Macari (Vice President)	$0	$0
Anne Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on June 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$198,460

Expenses

$279,634

Net Income

-$81,174

Net Assets

$4,014,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,405	18.3%
Dividends	$85,822	43.2%
Sales of Assets	$76,233	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,219	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,014,457
Total Liabilities	$0
Net Assets	$4,014,457

Compensation

Key Employees and Officers	Compensation	Other
Katherine T Macari (Vice President)	$0	$0
Anne Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$382,135

Expenses

$235,198

Net Income

$146,937

Net Assets

$4,105,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,894	11.0%
Dividends	$88,504	23.2%
Sales of Assets	$251,737	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,500	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,105,012
Total Liabilities	$0
Net Assets	$4,105,012

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$307,010

Expenses

$609,287

Net Income

-$302,277

Net Assets

$3,967,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,323	11.8%
Dividends	$88,235	28.7%
Sales of Assets	$182,452	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$573,250	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,967,745
Total Liabilities	$0
Net Assets	$3,967,745

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on July 27, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$324,082

Expenses

$624,373

Net Income

-$300,291

Net Assets

$4,270,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45,902	14.2%
Dividends	$97,955	30.2%
Sales of Assets	$180,225	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$595,226	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,270,022
Total Liabilities	$1
Net Assets	$4,270,021

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$264,239

Expenses

$283,712

Net Income

-$19,473

Net Assets

$4,570,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,447	15.7%
Dividends	$95,684	36.2%
Sales of Assets	$127,108	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,156	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,570,313
Total Liabilities	$0
Net Assets	$4,570,313

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$599,566

Expenses

$235,592

Net Income

$363,974

Net Assets

$4,589,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$299,350	49.9%
Interest Revenue	$39,804	6.6%
Dividends	$80,934	13.5%
Sales of Assets	$179,403	29.9%
Other Income	$75	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,516	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,589,786
Total Liabilities	$0
Net Assets	$4,589,786

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$308,256

Expenses

$269,882

Net Income

$38,374

Net Assets

$4,225,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,771	3.2%
Dividends	$78,088	25.3%
Sales of Assets	$220,397	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,077	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,225,812
Total Liabilities	$0
Net Assets	$4,225,812

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on Sept. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$660,496

Expenses

$246,988

Net Income

$413,508

Net Assets

$4,187,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	75.7%
Interest Revenue	$33	0.0%
Dividends	$114,597	17.4%
Sales of Assets	$45,866	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,852	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,187,438
Total Liabilities	$0
Net Assets	$4,187,438

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on Aug. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$198,531

Expenses

$196,946

Net Income

$1,585

Net Assets

$3,773,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$113,864	57.4%
Sales of Assets	$84,632	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,375	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,773,930
Total Liabilities	$0
Net Assets	$3,773,930

Compensation

Key Employees and Officers	Compensation	Other
Joseph T Macari (President)	$0	$0
Katherine T Macari (Vice President)	$0	$0
Ann Marie Macari (Vice President)	$0	$0
Diane Macari (Secretary)	$0	$0
Joseph T Macari Jr (Treasurer)	$0	$0

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990-PF

Filed on June 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,254,099

Expenses

$178,758

Net Income

$1,075,341

Net Assets

$3,772,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,115,768	89.0%
Interest Revenue	$27	0.0%
Dividends	$102,006	8.1%
Sales of Assets	$36,298	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,975	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,772,345
Total Liabilities	$0
Net Assets	$3,772,345

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$83,442

Expenses

$157,939

Net Income

-$74,497

Net Assets

$2,697,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$159	0.2%
Dividends	$76,053	91.1%
Sales of Assets	$7,230	8.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,142	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,697,004
Total Liabilities	$0
Net Assets	$2,697,004

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$30,847

Expenses

$149,180

Net Income

-$118,333

Net Assets

$2,771,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$702	2.3%
Interest Revenue	$403	1.3%
Dividends	$80,530	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,413	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,771,501
Total Liabilities	$0
Net Assets	$2,771,501

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated September 25, 2025

Joseph And Katherine Macari Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.06M (2024)

Expenses $318k (2024)

Total Assets $4.87M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.06M (2024)

Expenses

$318k (2024)

Total Assets

$4.87M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004