JWM III Family Foundation
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.
JWM III Family Foundation at a glance
In short: JWM III Family Foundation gave $726K across 5 grants in 2025 (avg $145K), top state Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $726,000
- +23.1% vs 2024
- Grants made (2025)
- 5
- +400.0% vs 2024
- Average grant
- $145,200
- -75.4% vs 2024
- Median grant
- $150,000
- Total assets
- $1,020,725
- +11.1% vs 2024
- Primary geography
- Virginia (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who JWM III Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
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
The most common grant size was in the $100–250K range: 4 grants of 9 (44%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $350K (2020) to $726K (2025). In 2025 it made 5 grants totaling $726K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boulder Crest Retreat Foundation Bluemont, VA | General Operating Support | $225,000 |
| Big Brothers Big Sisters of the Bay Area San Francisco, CA | General Operating Support | $175,000 |
| So Others May Eat Inc Washington, DC | General Operating Support | $150,000 |
| Lake Winnipesaukee Alliance Meredith, NH | General Operating Support | $126,000 |
| Washington Airports Task Force Dulles, VA | General Operating Support | $50,000 |
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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 | $1,020,725 | $842,624 | $741,024 | $726,000 | 5 | $726,000 | $842,624 | $721,013 |
| 2024 | $919,126 | $337,856 | $617,464 | $590,000 | 1 | $592,750 | $335,106 | $725,362 |
| 2023 | $1,198,734 | $934,097 | $574,750 | $560,000 | 1 | $562,375 | $926,972 | $595,822 |
| 2022 | $839,386 | $670,547 | $559,750 | $550,000 | 1 | $552,375 | $668,172 | $569,934 |
| 2021 | $728,590 | $501,035 | $405,848 | $400,000 | 1 | $402,775 | $498,260 | $547,387 |
| 2020 | $633,402 | $138,765 | $373,822 | $350,000 | 4 | — | $135,341 | $399,266 |
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.
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.
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 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work JWM III Family Foundation funds
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