JWM III Family Foundation

Private foundation · Grantmaker Moultonborough, NH EIN: 83-2744661

JWM III Family Foundation is a private foundation, based in Moultonborough, NH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 5 grants totaling $726K. Net investment income was $843K.

Key facts about JWM III Family Foundation

In short: JWM III Family Foundation gave $726K across 5 grants in 2025 (avg $145K), top state Virginia. Source: 2025 IRS Form 990-PF.

EIN
83-2744661
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$726,000
Grants made (2025)
5
Average grant
$145,200
Median grant
$150,000
Total assets
$1,020,725
Primary geography
Virginia (38% 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

$1.0M

+11.1% YoY

Annual Giving

$726K

+23.1% YoY

Grant Count

5

+400.0% YoY

Avg Grant Size

$145K

-75.4% YoY

Under IRS private-foundation payout rules, JWM III Family Foundation reported a distributable amount of $721K for 2025 — the minimum it must pay out in qualifying distributions.

How JWM III Family Foundation gives

  • Giving grew 32% from 2022 to 2025. Method
  • In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). 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

4states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

MoultonboroughBluemontDullesSan FranciscoWashingtonMeredith

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K4 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $350K (2020) to $726K (2025). In 2025 it made 5 grants totaling $726K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Boulder Crest Retreat Foundation: $225KBoulder Crest RetreatFoundation$225KBig Brothers Big Sisters of the Bay Area: $175KBig Brothers Big Sisters ofthe Bay Area$175KSo Others May Eat Inc: $150KSo Others May Eat Inc$150KLake Winnipesaukee Alliance: $126KLake Winnipesaukee Alliance$126KWashington Airports Task Force: $50KWashington Airports Task Force$50K

The largest 2025 recipient was Boulder Crest Retreat Foundation ($225K). Together the top 5 received $726K.

Grant Size Distribution

9 grants across all recorded years

<$50K1$50–100K4$100–250K1$250–500K3$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 4 grants of 9 (44%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Boulder Crest Retreat Foundation Bluemont, VAGeneral Operating Support$225,000
Big Brothers Big Sisters of the Bay Area San Francisco, CAGeneral Operating Support$175,000
So Others May Eat Inc Washington, DCGeneral Operating Support$150,000
Lake Winnipesaukee Alliance Meredith, NHGeneral Operating Support$126,000
Washington Airports Task Force Dulles, VAGeneral Operating Support$50,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,020,725$919,126$1,198,734
Revenue$842,624$337,856$934,097
Expenses$741,024$617,464$574,750
Qualifying Distributions$726,000$592,750$562,375
Net Investment Income$842,624$335,106$926,972
Distributable Amount$721,013$725,362$595,822

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

JWM III Family Foundation is led by John W. Marriott III, President, Treasurer & Secretary on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • John W. Marriott III

    President, Treasurer & Secretary

    On filings since 2020

    No compensation reported

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 JWM III Family Foundation

How much does JWM III Family Foundation give each year?

JWM III Family Foundation gave $726K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $590K across 1 grant.

What is JWM III Family Foundation's typical grant size?

JWM III Family Foundation's median grant in 2025 was $150,000, and its average grant was $145,200, across 5 grants on its 2025 IRS Form 990-PF.

Where does JWM III Family Foundation give grants?

JWM III Family Foundation's top state is Virginia, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (24%) and District of Columbia (21%).

Does JWM III Family Foundation give general operating support?

Yes: 100% of JWM III Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are JWM III Family Foundation's largest grantees?

JWM III Family Foundation's largest 2025 grantees include Boulder Crest Retreat Foundation ($225,000), Big Brothers Big Sisters of the Bay Area ($175,000) and So Others May Eat Inc ($150,000), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.

How large is JWM III Family Foundation?

JWM III Family Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $726K in qualifying distributions that year, against a required minimum of $721K (roughly 5% of its investment assets).

What is JWM III Family Foundation's EIN?

JWM III Family Foundation's EIN (Employer Identification Number) is 83-2744661. IRS Form 990 filing data is available on this page for 2020–2025.

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

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