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.
Key facts about Joan M Williams McKeen Testamentary
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.
- EIN
- 93-6473625
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $30,000
- Grants made (2024)
- 1
- Average grant
- $30,000
- Median grant
- $30,000
- Total assets
- $2,442,698
- Primary geography
- Nebraska (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+22.2% YoY
Annual Giving
$30K
+200.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$30K
+200.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lincoln Community Playhouse Lincoln, NE | Support Organization | $30,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $2,442,698 | $1,999,294 |
| Revenue | $175,622 | $1,955,295 |
| Expenses | $43,115 | $26,353 |
| Qualifying Distributions | $36,790 | $11,635 |
| Net Investment Income | $29,616 | $13,314 |
| Distributable Amount | $111,994 | $40,970 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
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.
Here's the math on researching Joan M Williams McKeen Testamentary by hand.
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