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John And Elizabeth Mcwilliams Charitable Trust is a private trust based in PENNINGTON, NJ. The foundation received its IRS ruling in 2019. The principal officer is Bank Of America Na Ttee. It holds total assets of $3.9M. Annual income is reported at $1.4M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in California and Minnesota. According to available records, John And Elizabeth Mcwilliams Charitable Trust has made 12 grants totaling $666K, with a median grant of $57K. The foundation has distributed between $151K and $351K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $351K distributed across 6 grants. Individual grants have ranged from $50K to $58K, with an average award of $55K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in California and Minnesota. Contributions to this foundation are tax-deductible.
Smallest Grant
$48K
Median Grant
$48K
Average Grant
$48K
Largest Grant
$48K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
John And Elizabeth Mcwilliams Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 12 grants. Its grantmaking reaches organizations primarily in CA, MN.
John And Elizabeth Mcwilliams Charitable Trust has distributed a total of $666K across 12 grants. The median grant size is $57K, with an average of $55K. Individual grants have ranged from $50K to $58K.
John And Elizabeth Mcwilliams Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
John And Elizabeth Mcwilliams Charitable Trust is headquartered in PENNINGTON, NJ. While based in NJ, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America N A | TRUSTEE | $45K | $0 | $45K |
Total Giving
$214K
Total Assets
$3.7M
Fair Market Value
$4.1M
Net Worth
$3.7M
Grants Paid
$164K
Contributions
N/A
Net Investment Income
$59K
Distribution Amount
$191K
Total: $1.6M
Total Grants
12
Total Giving
$666K
Average Grant
$55K
Median Grant
$57K
Unique Recipients
3
Most Common Grant
$58K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Univerity Of Minnesota FoundationGENERAL OPERATING | Minneapolis, MN | $55K | 2023 |
| Csu-Long Beach 49er FoundationGENERAL OPERATING | Long Beach, CA | $55K | 2023 |
| Stanford UniversityGENERAL OPERATING | Stanford, CA | $55K | 2023 |