Joanna McNeil Trust
Joanna McNeil Trust is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $8.9M in total assets. In 2024, it awarded 3 grants totaling $850K. Net investment income was $588K.
Joanna McNeil Trust at a glance
In short: Joanna McNeil Trust gave $850K across 3 grants in 2024 (avg $283K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $850,000
- +6.3% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $283,333
- +6.2% vs 2023
- Median grant
- $250,000
- Total assets
- $8,917,070
- +0.3% vs 2023
- Primary geography
- Pennsylvania (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 Joanna McNeil Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Philadelphia Zoo ($500K). Together the top 3 received $850K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was in the $250–500K range: 7 grants of 23 (30%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Joanna McNeil Trust gives
- Giving fell 47% from 2021 to 2024. Method
- In 2024 it paid out 149% of its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $800K (2023) to $1.6M (2021). In 2024 it made 3 grants totaling $850K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Philadelphia Zoo Philadelphia, PA | General Support | $500,000 |
| The National Light Philadelphia, PA | General Operating | $250,000 |
| Greater Philadelphia Film Office Philadelphia, PA | Jamie Wyeth Documentary | $100,000 |
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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 | $8,917,070 | $713,258 | $975,288 | $850,000 | 3 | $850,015 | $587,992 | $570,249 |
| 2023 | $8,887,814 | $293,028 | $913,327 | $800,000 | 3 | $800,015 | $184,107 | $524,930 |
| 2022 | $9,509,471 | $523,017 | $1,148,915 | $1,025,000 | 5 | $1,025,015 | $401,330 | $550,795 |
| 2021 | $10,135,638 | $1,258,399 | $1,793,290 | $1,606,000 | 6 | $1,606,015 | $1,098,973 | $668,932 |
| 2020 | $10,892,467 | $1,935,488 | $1,597,558 | $1,435,000 | 6 | — | $1,794,745 | $608,789 |
Under IRS private-foundation payout rules, Joanna McNeil Trust reported a distributable amount of $570K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joanna McNeil Trust is led by Joanna McNeil Lewis, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Joanna McNeil Lewis
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joanna McNeil Trust
How much does Joanna McNeil Trust give each year?
Joanna McNeil Trust gave $850K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $800K across 3 grants.
What is Joanna McNeil Trust's typical grant size?
Joanna McNeil Trust's median grant in 2024 was $250,000, and its average grant was $283,333, across 3 grants on its 2024 IRS Form 990-PF.
Where does Joanna McNeil Trust give grants?
Joanna McNeil Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (3 grants).
Does Joanna McNeil Trust give general operating support?
Yes: 67% of Joanna McNeil Trust's 2024 grants with a stated purpose (2 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is Joanna McNeil Trust?
Joanna McNeil Trust reported $8.9M in total assets on its 2024 IRS Form 990-PF. It paid out $850K in qualifying distributions that year, against a required minimum of $570K (roughly 5% of its investment assets).
What is Joanna McNeil Trust's EIN?
Joanna McNeil Trust's EIN (Employer Identification Number) is 52-6854625. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
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