Joan M Williams Mckeen Testamentary

LINCOLN, NE EIN: 93-6473625

Joan M Williams Mckeen Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $30K. Net investment income was $30K.

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

+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.

About Joan M Williams Mckeen Testamentary

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $40K (100%)

States

Nebraska

Cities

Lincoln

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Lincoln Community Playhouse ($30,000).

Recipient	Purpose	Amount
LINCOLN COMMUNITY PLAYHOUSE LINCOLN, NE	SUPPORT ORGANIZATION	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WILLIAM WOOD	TRUSTEE	1	$2,089

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joan M Williams Mckeen Testamentary?

Joan M Williams Mckeen Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LINCOLN, NE. It holds $2.4M in total assets as of 2024.

How large is Joan M Williams Mckeen Testamentary?

As of 2024, Joan M Williams Mckeen Testamentary holds $2.4M in total assets with $176K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Joan M Williams Mckeen Testamentary operate?

Joan M Williams Mckeen Testamentary has awarded grants in Nebraska.

What size grants does Joan M Williams Mckeen Testamentary award?

In 2024, Joan M Williams Mckeen Testamentary awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Joan M Williams Mckeen Testamentary required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joan M Williams Mckeen Testamentary reported a distributable amount of $112K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.