Joan M Williams McKeen Testamentary
Joan M Williams McKeen Testamentary is a private foundation, based in Lincoln, NE. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 1 grant totaling $30K. Net investment income was $30K.
Joan M Williams McKeen Testamentary at a glance
In short: Joan M Williams McKeen Testamentary gave $30K across 1 grant in 2024 (avg $30K), mostly in Nebraska. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $30,000
- +200.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $30,000
- +200.0% vs 2023
- Median grant
- $30,000
- Total assets
- $2,442,698
- +22.2% vs 2023
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joan M Williams McKeen Testamentary funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Lincoln Community Playhouse ($30K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Joan M Williams McKeen Testamentary gives
- In 2024 it paid out 33% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $10K (2023) to $30K (2024). In 2024 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lincoln Community Playhouse Lincoln, NE | Support Organization | $30,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,442,698 | $175,622 | $43,115 | $30,000 | 1 | $36,790 | $29,616 | $111,994 |
| 2023 | $1,999,294 | $1,955,295 | $26,353 | $10,000 | 1 | $11,635 | $13,314 | $40,970 |
Under IRS private-foundation payout rules, Joan M Williams McKeen Testamentary reported a distributable amount of $112K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan M Williams McKeen Testamentary is led by William Wood, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2024 filing
William Wood
Trustee
On filings since 2023
1 hr/week
$2K (2024)
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $2K, to William Wood (Trustee).
Frequently asked questions about Joan M Williams McKeen Testamentary
How much does Joan M Williams McKeen Testamentary give each year?
Joan M Williams McKeen Testamentary gave $30K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $10K across 1 grant.
How large is Joan M Williams McKeen Testamentary?
Joan M Williams McKeen Testamentary reported $2.4M in total assets on its 2024 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $112K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joan M Williams McKeen Testamentary operate?
Joan M Williams McKeen Testamentary has awarded grants in Nebraska.
What is Joan M Williams McKeen Testamentary's EIN?
Joan M Williams McKeen Testamentary's EIN (Employer Identification Number) is 93-6473625. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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