John and Elizabeth Mcwilliams

PENNINGTON, NJ EIN: 30-6555628

John and Elizabeth Mcwilliams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 3 grants totaling $166K. Net investment income was $468K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+4.5% YoY

Annual Giving

$166K

+1.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$55K

+1.0% YoY

Under IRS private-foundation payout rules, John and Elizabeth Mcwilliams reported a distributable amount of $208K for 2024 — the minimum it must pay out in qualifying distributions.

About John and Elizabeth Mcwilliams

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $533K (67%)

Minnesota $267K (33%)

States

California Minnesota

Cities

Long BeachMinneapolisStanford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,857,812	$3,690,756	$3,851,940
Revenue	$491,870	$62,750	$217,262
Expenses	$218,193	$214,332	$238,883
Qualifying Distributions	$195,971	$191,043	$204,113
Net Investment Income	$468,161	$59,335	$196,339
Distributable Amount	$208,482	$190,901	$192,612

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Univerity of Minnesota Foundation ($55,202), Csu-long Beach 49er Foundation ($55,202), Stanford University ($55,202).

Recipient	Purpose	Amount
UNIVERITY OF MINNESOTA FOUNDATION MINNEAPOLIS, MN	GENERAL OPERATING	$55,202
CSU-LONG BEACH 49ER FOUNDATION LONG BEACH, CA	GENERAL OPERATING	$55,202
STANFORD UNIVERSITY STANFORD, CA	GENERAL OPERATING	$55,202

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$50,609

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is John and Elizabeth Mcwilliams?

John and Elizabeth Mcwilliams is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $3.9M in total assets as of 2024.

How large is John and Elizabeth Mcwilliams?

As of 2024, John and Elizabeth Mcwilliams holds $3.9M in total assets with $492K in annual revenue. It awarded 3 grants totaling $166K in 2024.

Where does John and Elizabeth Mcwilliams operate?

John and Elizabeth Mcwilliams has awarded grants in California, Minnesota.

What size grants does John and Elizabeth Mcwilliams award?

In 2024, John and Elizabeth Mcwilliams awarded 3 grants totaling $166K — an average of about $55K per grant, based on its IRS Form 990 filings.

How much is John and Elizabeth Mcwilliams required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John and Elizabeth Mcwilliams reported a distributable amount of $208K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.