John J Mcardle Iii & Joan C Mcardle

ANDOVER, MA EIN: 04-6946737

John J Mcardle Iii & Joan C Mcardle is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANDOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 13 grants totaling $205K. Net investment income was $81K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+34.2% YoY

Annual Giving

$205K

+16.9% YoY

Grant Count

13

-23.5% YoY

Avg Grant Size

$16K

+52.8% YoY

Under IRS private-foundation payout rules, John J Mcardle Iii & Joan C Mcardle reported a distributable amount of $67K for 2024 — the minimum it must pay out in qualifying distributions.

About John J Mcardle Iii & Joan C Mcardle

Based on IRS filings

John J Mcardle Iii & Joan C Mcardle is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANDOVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 13 grants totaling $205K. Net investment income was $81K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AndoverAtlantaBooneBostonBurlingtonConcordHoustonLawrenceMarionNew OrleansNew YorkNorth AndoverNorthamptonOgunquitPhiladelphiaSanta RosaSudburyWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$184K$368K$551K$735K20202021202220232024
Metric202420232022
Total Assets$1,809,886$1,348,458$1,375,232
Revenue$668,303$149,210$6,019
Expenses$206,875$175,984$77,796
Qualifying Distributions$204,500$175,000$72,000
Net Investment Income$81,153$47,728$804
Distributable Amount$67,285$66,159$69,353

Giving Over Time

Total grant dollars and number of grants per year

$0$51K$102K$153K$205K13 grants202014 grants202114 grants202217 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TABOR ACADEMY$100KANDOVER CENTER FOR HISTO…$65KBATTLESHIP TEXAS FOUNDAT…$5KBOSTON BALLET$5KBROOKS SCHOOL$5KMICHAEL J FOX FOUNDATION…$5KTHE NATIONAL WWII MUSEUM$5KTHE WHARTON FUND$5KBUDDY DOG HUMANE SOCIETY$3KCANINE COMPANIONS FOR IN…$3K

Grant Size Distribution

71 grants across all recorded years

68<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tabor Academy ($100,000), Andover Center for History & Culture ($65,000), Battleship Texas Foundation ($5,000).

RecipientPurposeAmount
ANDOVER CENTER FOR HISTORY & CULTURE ANDOVER, MAHISTORIC PRESERVATION$65,000
ANDOVER VILLAGE IMPROVEMENT SOCIETY ANDOVER, MALAND PRESERVATION$1,000
BATTLESHIP TEXAS FOUNDATION HOUSTON, TXHISTORIC PRESERVATION$5,000
BOSTON BALLET BOSTON, MAARTS$5,000
BROOKS SCHOOL NORTH ANDOVER, MAEDUCATION$5,000
BUDDY DOG HUMANE SOCIETY SUDBURY, MAANIMAL WELFARE$2,500
CANINE COMPANIONS FOR INDEPENDENCE INC SANTA ROSA, CASERVICE DOGS$2,500
MARGINAL WAY PRESERVATION FUND OGUNQUIT, MELAND CONSERVATION$1,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH NEW YORK, NYMEDICAL RESEARCH$5,000
ROSIE'S PLACE BOSTON, MAWOMEN'S SHELTER$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN J MCARDLE IIITRUSTEE
JOAN C MCARDLETRUSTEE
IRENE SCHMITTTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John J Mcardle Iii & Joan C Mcardle?

John J Mcardle Iii & Joan C Mcardle is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ANDOVER, MA. It holds $1.8M in total assets as of 2024.

How large is John J Mcardle Iii & Joan C Mcardle?

As of 2024, John J Mcardle Iii & Joan C Mcardle holds $1.8M in total assets with $668K in annual revenue. It awarded 13 grants totaling $205K in 2024.

Where does John J Mcardle Iii & Joan C Mcardle operate?

John J Mcardle Iii & Joan C Mcardle has awarded grants in California, District of Columbia, Georgia, Iowa, Louisiana, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Texas.

What size grants does John J Mcardle Iii & Joan C Mcardle award?

In 2024, John J Mcardle Iii & Joan C Mcardle awarded 13 grants totaling $205K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is John J Mcardle Iii & Joan C Mcardle required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John J Mcardle Iii & Joan C Mcardle reported a distributable amount of $67K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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