John J McArdle III & Joan C McArdle
John J McArdle III & Joan C McArdle is a private foundation based in Andover, Massachusetts. In 2025, it reported 16 grants totaling $284,500 to charitable organizations, with listed purposes including public health, medical research, education, historic preservation, arts, and animal welfare.
John J McArdle III & Joan C McArdle at a glance
In short: John J McArdle III & Joan C McArdle gave $285K across 16 grants in 2025 (avg $18K), mostly in Massachusetts. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $284,500
- +39.1% vs 2024
- Grants made (2025)
- 16
- +23.1% vs 2024
- Average grant
- $17,781
- +13.0% vs 2024
- Median grant
- $5,000
- Total assets
- $1,815,276
- +0.3% vs 2024
- New grantees (estimate)
- 19% first-time grantees (3 of 16, 2025; small sample)
- Primary geography
- Massachusetts (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to John J McArdle III & Joan C McArdle
- How to Apply
-
The filing says to apply in writing and in triplicate, with no restrictions on awards. It lists no application deadline. The trustees select recipient organizations and meet as needed, at least annually. The foundation does not restrict giving to preselected organizations.
- Contact
Application contact: John Joan C Mcardle
Mailing address: 47 Central Street, Andover, MA 01810
Phone: (978) 475-6683
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who John J McArdle III & Joan C McArdle funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Lahey Clinic Foundation Inc ($100K). Together the top 10 received $270K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 69 grants of 74 (93%).
Geographic Focus
Where this funder awards grants
The foundation is based in Andover, Massachusetts. In 2025, 92% of grant dollars went to recipients in Massachusetts; the remaining reported shares were Texas, New York, Louisiana, and Pennsylvania, each at 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
Is John J McArdle III & Joan C McArdle open to new grantees?
19%
first-time grantees, 2025
In 2025, 3 of 16 grantees (19%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $75K; repeat grants $5K. How we count
Medians: $100K first-time, $5K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 295% from 2022 to 2025. Method
- In 2025 it paid out 320% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $47K (2020) to $285K (2025). In 2025 it made 16 grants totaling $285K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lahey Clinic Foundation Inc Charlestown, MA | Public Health | $100,000 |
| Dana Farber Cancer Institute Boston, MA | Medical Research | $100,000 |
| The Trustees of Smith College Northampton, MA | Education | $25,000 |
| Andover Center for History & Culture Andover, MA | Historic Preservation | $15,000 |
| Battleship Texas Foundation Houston, TX | Historic Preservation | $5,000 |
| Boston Ballet Boston, MA | ARTS | $5,000 |
| Brooks School North Andover, MA | Education | $5,000 |
| Michael J Fox Foundation for Parkinson's Research New York, NY | Medical Research | $5,000 |
| Tabor Academy Marion, MA | Education | $5,000 |
| The National Wwii Museum New Orleans, LA | Education | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,815,276 | $292,478 | $287,088 | $284,500 | 16 | $284,500 | $89,890 | $88,820 |
| 2024 | $1,809,886 | $668,303 | $206,875 | $204,500 | 13 | $204,500 | $81,153 | $67,285 |
| 2023 | $1,348,458 | $149,210 | $175,984 | $175,000 | 17 | $175,000 | $47,728 | $66,159 |
| 2022 | $1,375,232 | $6,019 | $77,796 | $72,000 | 14 | $72,000 | $804 | $69,353 |
| 2021 | $1,447,009 | $562,953 | $81,054 | $80,000 | 14 | $80,000 | $35,334 | $34,893 |
| 2020 | $965,110 | $49,484 | $48,584 | $47,000 | 13 | — | $46,775 | $46,860 |
Under IRS private-foundation payout rules, John J McArdle III & Joan C McArdle reported a distributable amount of $89K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The filing describes the foundation’s direct charitable activity as providing gifts to 501(c)(3) charitable organizations. Its 2025 grants included support for public health, medical research, education, historic preservation, arts, and animal welfare.
The grantees’ own descriptions illustrate the range of organizations supported. Brooks School describes itself as a college preparatory school seeking to provide students with a meaningful educational experience; Tabor Academy says it aims to foster learning, achievement, personal responsibility, and care for others. Boston Ballet describes its work as using dance to forge human connections. The Battleship Texas Foundation says it preserves and operates the ship as a cultural heritage symbol, while Buddy Dog Humane Society describes work caring for and placing stray, homeless, and unwanted animals.
Grantmaking
In 2025, the foundation made 16 grants totaling $284,500. Grant amounts ranged from $1,000 to $100,000, with a median grant of $5,000.
Its largest listed awards were $100,000 to Lahey Clinic Foundation Inc. for public health and $100,000 to Dana Farber Cancer Institute for medical research. Other notable grants included $25,000 to the Trustees of Smith College for education; $15,000 to Andover Center for History & Culture for historic preservation; and $5,000 each to Battleship Texas Foundation for historic preservation, Boston Ballet for arts, Brooks School and Tabor Academy for education, Michael J Fox Foundation for Parkinson’s Research for medical research, the National WWII Museum and the Wharton Fund for education. Buddy Dog Humane Society received $2,500 for animal welfare.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John J McArdle III, Joan C McArdle, and Irene Schmitt as trustees.
John J McArdle III & Joan C McArdle's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joan C. McArdle
Trustee
On filings since 2020
No compensation reported
John J. McArdle III
Trustee
On filings since 2020
No compensation reported
Irene Schmitt
Trustee
On filings since 2024
No compensation reported
Former officers (1)
- Former: Theodore S. Valpey Jr. (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 John J McArdle III & Joan C McArdle
How much does John J McArdle III & Joan C McArdle give each year?
John J McArdle III & Joan C McArdle gave $285K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $205K across 13 grants.
What is John J McArdle III & Joan C McArdle's typical grant size?
John J McArdle III & Joan C McArdle's median grant in 2025 was $5,000, and its average grant was $17,781, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John J McArdle III & Joan C McArdle that year got $75K on average.
Where does John J McArdle III & Joan C McArdle give grants?
John J McArdle III & Joan C McArdle gives mostly in Massachusetts: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (3 grants) and Andover, MA (2 grants).
Does John J McArdle III & Joan C McArdle give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on John J McArdle III & Joan C McArdle's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (5 grants).
Who are John J McArdle III & Joan C McArdle's largest grantees?
John J McArdle III & Joan C McArdle's largest 2025 grantees include Lahey Clinic Foundation Inc ($100,000), Dana Farber Cancer Institute ($100,000) and The Trustees of Smith College ($25,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is John J McArdle III & Joan C McArdle?
John J McArdle III & Joan C McArdle reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $285K in qualifying distributions that year, against a required minimum of $89K (roughly 5% of its investment assets).
What does John J McArdle III & Joan C McArdle fund?
The filing describes the foundation’s direct charitable activity as providing gifts to 501(c)(3) charitable organizations. Its 2025 grants included support for public health, medical research, education, historic preservation, arts, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from John J McArdle III & Joan C McArdle?
The filing says to apply in writing and in triplicate, with no restrictions on awards. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is John J McArdle III & Joan C McArdle's EIN?
John J McArdle III & Joan C McArdle's EIN (Employer Identification Number) is 04-6946737. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). John J McArdle III & Joan C McArdle funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/john-j-mcardle-iii-and-joan-c-mcardle-morg_b1b94700ee724532a9409e8c29433ea1
BibTeX
@misc{grantable_046946737_2026,
author = {{Grantable}},
title = {{John J McArdle III \& Joan C McArdle funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/john-j-mcardle-iii-and-joan-c-mcardle-morg_b1b94700ee724532a9409e8c29433ea1},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from John J McArdle III & Joan C McArdle's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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