John H and Grace McMillan Estep

Foundation · Grantmaker Opp, AL EIN: 45-2705285

John H and Grace McMillan Estep is a private foundation, based in Opp, AL. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $5.4M in total assets. In 2025, it awarded 10 grants totaling $152K. Net investment income was $139K.

Key facts about John H and Grace McMillan Estep

In short: John H and Grace McMillan Estep gave $152K across 10 grants in 2025 (avg $15K), mostly in Alabama. Source: 2025 IRS Form 990-PF.

EIN
45-2705285
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$152,388
Grants made (2025)
10
Average grant
$15,239
Median grant
$7,826
Total assets
$5,444,914
Primary geography
Alabama (100% 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

$5.4M

+5.7% YoY

Annual Giving

$152K

-51.1% YoY

Grant Count

10

-33.3% YoY

Avg Grant Size

$15K

-26.6% YoY

Under IRS private-foundation payout rules, John H and Grace McMillan Estep reported a distributable amount of $261K for 2025 — the minimum it must pay out in qualifying distributions.

How John H and Grace McMillan Estep gives

  • In 2025 it paid out 58% 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

1state

Share of all 10 itemized 2025 grant dollars.

States

Cities

OppAndalusiaFloralaWadley

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K15 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

City of Opp: $86K across 3 grantsCity of Opp$86K · 3 grantsLBW Community College Foundation: $25KLBW Community CollegeFoundation$25KCity of Florala: $18KCity of Florala$18KAndalusia Ballet Association: $10KAndalusia Ballet Association$10KOpp Cultural Arts Council: $10KOpp Cultural Arts Council$10KLBW Community College: $1KLBW Community College$1KMizell Memorial Hospital Foundation: $1KMizell Memorial HospitalFoundation$1KSouthern Union State: $1KSouthern Union State$1K

Grant Size Distribution

25 grants across all recorded years

21<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CITY OF OPP Opp, ALSUPPORT - CITY POOL$79,617
LBW COMMUNITY COLLEGE FOUNDATION Andalusia, ALSUPPORT - SIGNS$25,000
CITY OF FLORALA Florala, ALSUPPORT-SIGN FOR INDUSTRIAL PARK$18,120
ANDALUSIA BALLET ASSOCIATION Andalusia, ALGENERAL SUPPORT$10,000
OPP CULTURAL ARTS COUNCIL Opp, ALGENERAL SUPPORT$10,000
CITY OF OPP Opp, ALSUPPORT - POWER PROJECT$5,651
CITY OF OPP Opp, ALSUPPORT - RATTLESNAKE RODEO EVENT$1,000
LBW COMMUNITY COLLEGE Andalusia, ALSUPPORT - SCHOLARSHIIP$1,000
MIZELL MEMORIAL HOSPITAL FOUNDATION Opp, ALGENERAL SUPPORT$1,000
SOUTHERN UNION STATE Wadley, ALSUPPORT - SCHOLARSHIP$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K20242025
Metric20252024
Total Assets$5,444,914$5,152,995
Revenue$274,984$269,251
Expenses$261,630$447,766
Qualifying Distributions$152,388$311,567
Net Investment Income$138,891$148,427
Distributable Amount$261,421$246,422

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 23, 2026)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
  3. Added Form 990-PF for fiscal year 2024 (received by the IRS May 23, 2026)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)

Leadership & Key People

Officers and directors from IRS filings

John H and Grace McMillan Estep's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • James R. Clifton

    Trustee

    On filings since 2024

    2 hrs/week

    $48K (2024) → $48K (2025)

  • Wesley L. Laird

    Trustee

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2024–2025. "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

James R Clifton — Trustee: $48KJames R CliftonTrustee$48K

Frequently asked questions about John H and Grace McMillan Estep

How much does John H and Grace McMillan Estep give each year?

John H and Grace McMillan Estep gave $152K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $312K across 15 grants.

What is John H and Grace McMillan Estep's typical grant size?

John H and Grace McMillan Estep's median grant in 2025 was $7,826, and its average grant was $15,239, across 10 grants on its 2025 IRS Form 990-PF.

Where does John H and Grace McMillan Estep give grants?

John H and Grace McMillan Estep gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Opp, AL (5 grants) and Andalusia, AL (3 grants).

Does John H and Grace McMillan Estep give general operating support?

Yes: 30% of John H and Grace McMillan Estep's 2025 grants with a stated purpose (3 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are John H and Grace McMillan Estep's largest grantees?

John H and Grace McMillan Estep's largest 2025 grantees include City of Opp ($86,268 across 3 grants), LBW Community College Foundation ($25,000) and City of Florala ($18,120), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.

How large is John H and Grace McMillan Estep?

John H and Grace McMillan Estep reported $5.4M in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $261K (roughly 5% of its investment assets).

What is John H and Grace McMillan Estep's EIN?

John H and Grace McMillan Estep's EIN (Employer Identification Number) is 45-2705285. IRS Form 990 filing data is available on this page for 2024–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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