John and Elizabeth McWilliams
John and Elizabeth McWilliams is a private foundation, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.9M in total assets. In 2025, it awarded 3 grants totaling $176K. Net investment income was $249K.
Key facts about John and Elizabeth McWilliams
In short: John and Elizabeth McWilliams gave $176K across 3 grants in 2025 (avg $59K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 30-6555628
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $176,298
- Grants made (2025)
- 3
- Average grant
- $58,766
- Median grant
- $58,766
- Total assets
- $3,894,518
- Primary geography
- California (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.9M
+1.0% YoY
Annual Giving
$176K
+6.5% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$59K
+6.5% YoY
Under IRS private-foundation payout rules, John and Elizabeth McWilliams reported a distributable amount of $229K for 2025 — the minimum it must pay out in qualifying distributions.
How John and Elizabeth McWilliams gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 87% 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.
Ready to take the next step with John and Elizabeth McWilliams?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $111K (2019) to $176K (2025). In 2025 it made 3 grants totaling $176K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Univerity of Minnesota Foundation ($59K). Together the top 3 received $176K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Univerity of Minnesota Foundation Minneapolis, MN | General Operating | $58,766 |
| CSU-Long Beach 49ER Foundation Long Beach, CA | General Operating | $58,766 |
| Stanford University Stanford, CA | General Operating | $58,766 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,894,518 | $3,857,812 | $3,690,756 |
| Revenue | $287,538 | $491,870 | $62,750 |
| Expenses | $250,942 | $218,193 | $214,332 |
| Qualifying Distributions | $200,038 | $195,971 | $191,043 |
| Net Investment Income | $248,821 | $468,161 | $59,335 |
| Distributable Amount | $229,008 | $208,482 | $190,901 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
John and Elizabeth McWilliams's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Trustee
On filings since 2019
2 hrs/week
$43K (2019) → $59K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $59K, to Bank of America N a (Trustee).
Frequently asked questions about John and Elizabeth McWilliams
How much does John and Elizabeth McWilliams give each year?
John and Elizabeth McWilliams gave $176K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $166K across 3 grants.
What is John and Elizabeth McWilliams's typical grant size?
John and Elizabeth McWilliams's median grant in 2025 was $58,766, and its average grant was $58,766, across 3 grants on its 2025 IRS Form 990-PF.
Where does John and Elizabeth McWilliams give grants?
John and Elizabeth McWilliams gives mostly in California: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (33%).
Does John and Elizabeth McWilliams give general operating support?
Yes: 100% of John and Elizabeth McWilliams's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is John and Elizabeth McWilliams?
John and Elizabeth McWilliams reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $200K in qualifying distributions that year, against a required minimum of $229K (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.
What is John and Elizabeth McWilliams's EIN?
John and Elizabeth McWilliams's EIN (Employer Identification Number) is 30-6555628. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching John and Elizabeth McWilliams by hand.
Explore Open Grants
Browse active grant opportunities in John and Elizabeth McWilliams's focus areas in our free grants database
Similar Funders
Similar funders in New Jersey
The Robert Wood Johnson Foundation
Princeton, NJ
The Robert Wood Johnson Foundation funds efforts to improve health and health equity in the United States, including systems change addressing structural barriers to health. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000. It typically funds through targeted programs and partnerships; whether it accepts unsolicited requests is not stated.
Assets
$13.4B
Grants
3,093
Total Given
$622.6M
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
Crane Fund for Widows and Children
Englewood Cliffs, NJ
The Crane Fund for Widows and Children supports charitable organizations, including those working in healthcare and social services, children’s services, recreation, and basic needs, with grants across multiple states. Its 2024 grants ranged from $2,000 to $45,000, with a median of $4,500; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
985
Total Given
$4.5M
Oceanfirst Foundation
Toms River, NJ
OceanFirst Foundation funds nonprofits working in health and wellness, housing, youth development and education, economic stability, quality of life, and higher education in communities served by OceanFirst Bank. In 2025 it awarded grants of $50 to $55,000, with a median of $2,200. It does not limit giving to preselected organizations; prospective applicants are directed to contact the foundation to discuss fit before applying through its online portal.
Assets
$6.1M
Grants
425
Total Given
$1.6M
The Hyde and Watson Foundation
Warren Township, NJ
The Hyde and Watson Foundation funds capital projects in human services, education, health, arts and culture, and the environment. Most awards are $5,000–$20,000, with a 2024 median of $10,000, for eligible nonprofits in New York City and Essex, Morris, and Union counties in New Jersey. It accepts applications through an online portal during its stated application periods; the profile does not say whether it accepts unsolicited requests.
Assets
$88.2M
Grants
611
Total Given
$6.1M
Princeton Area Community Foundation Inc
Princeton, NJ
The foundation supports nonprofits and community programs in areas such as basic needs, education, health, housing, arts, and the environment, with competitive grants focused on under-resourced communities and women and girls. Its 2024 grants had a median of $15,000, and its discretionary grantmaking primarily serves Mercer County and nearby parts of New Jersey and eastern Bucks County, Pennsylvania. The profile describes competitive programs but does not state whether unsolicited requests are accepted.
Assets
$279.6M
Grants
515
Total Given
$31.3M
United Way of Bergen County
Paramus, NJ
United Way of Bergen County focuses on developing affordable housing for seniors, veterans, working families, and adults with disabilities, and connecting New Jersey residents with health and human-service resources through NJ211. In 2025, its 377 reported grants ranged from $5,001 to $1,847,204, with a median of $9,010; many were donor-designated, and recipients were located in multiple states. The profile does not state whether it accepts unsolicited grant requests.
Assets
$31.9M
Grants
377
Total Given
$7.0M
Columbia Bank Foundation
Fair Lawn, NJ
Columbia Bank Foundation funds affordable housing, community and economic development, financial literacy, health and human services, food security, environmental sustainability, and the arts, prioritizing communities in Columbia Bank’s footprint, especially in New Jersey. Its grants vary widely; the 2025 median was $2,500, while listed programs generally offer $1,000–$25,000. It accepts requests through its grant programs, with application schedules varying by program.
Assets
$42.6M
Grants
319
Total Given
$1.7M
American Water Charitable Foundationinc
Camden, NJ
The American Water Charitable Foundation funds community projects in water and environmental conservation, recreation access, workforce readiness, STEM education, disaster relief, and other charitable areas. Its 2025 grants ranged from $500 to $614,954, with a median of $5,000, and supported organizations across multiple states; some programs prioritize American Water service areas. The filing directs applicants to forms on the company’s internal website and says there are no set deadlines.
Assets
$81.8M
Grants
374
Total Given
$5.5M
Jewish Community Foundation of Greater Metrowest NJ
Whippany, NJ
The Jewish Community Foundation of Greater MetroWest NJ supports Jewish community life and other charitable causes, including education, social services, emergency aid, and community initiatives, locally, nationally, and internationally. Its 2025 grants had a median of $17,400, though amounts varied widely and most giving is recommended by fundholders. It offers applications for specific grant opportunities, but its general policy on unsolicited requests is not stated.
Assets
$648.3M
Grants
407
Total Given
$29.3M
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
Segal Family Foundation Inc
Warren, NJ
Segal Family Foundation supports early-stage, locally led organizations addressing community priorities across Sub-Saharan Africa, primarily with unrestricted, multiyear general operating grants. In 2024, grants ranged from $9 to $124,400, with a median of about $30,000. It does not accept unsolicited requests; partnerships are sourced through referrals and local networks.
Assets
$117.7M
Grants
344
Total Given
$12.4M
More Funders in New Jersey
John and Elizabeth McWilliams down — hundreds of funders to go?