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.
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.
Ready to take the next step with JWM III Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- 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.
Here's the math on researching JWM III Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in JWM III Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in New Hampshire
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
The Cyrus Katzen Foundation Inc
Baileys Crossroads, VA
The Cyrus Katzen Foundation funds health care and medical research, children’s services, arts and culture, and community and religious organizations. Its 2025 grants ranged from $2,000 to $812,500, with a median of $10,000, and went mainly to organizations in Washington, DC, and Maryland. It accepts requests: applicants should submit a letter describing the organization and grant purpose, along with proof of tax-exempt status; no deadline is listed.
Assets
$35.7M
Grants
35
Total Given
$1.7M
The Shepard Family Private Foundation
Baltimore, MD
The Shepard Family Private Foundation funds health care, public policy, community, and other charitable organizations, with recent grants concentrated in Texas and also reaching Maryland, New York, Washington, DC, and other states. Its 2025 grants ranged from $5,000 to $252,481, with a median of $10,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$3.4M
Grants
31
Total Given
$1.2M
Ivorybill Foundation Inc
Pittsford, NY
IVORYBILL FOUNDATION INC supports organizations working in conservation, civil liberties, health care, food access, education, and other areas, with grants concentrated in Washington, DC, Maine, California, Texas, and Maryland. Its 2024 grants ranged from $211 to $75,000, with a median of $10,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$7.8M
Grants
30
Total Given
$445K
Foulger Family Foundation Inc
Potomac, MD
The Foulger Family Foundation funds charitable organizations and education scholarships, with 2025 grants ranging from $754 to $133,000 and a median of $37,500. Its giving is concentrated in Maryland, Utah, Washington, DC, Massachusetts, and California, with some grants elsewhere. It accepts applications for eligible students pursuing education at BYU, Ricks University, or another qualifying institution; applicants must request the application in writing, and the profile does not state whether it accepts unsolicited requests for organizational grants.
Assets
$15.5M
Grants
14
Total Given
$795K
New Hampshire Charitable Foundation
Concord, NH
The New Hampshire Charitable Foundation funds nonprofits and students, with grants supporting areas such as health, education, housing, the environment, arts, and economic security, primarily benefiting New Hampshire communities. Its 2024 median itemized grant was $25,000, and its Responsive Grants program offers eligible nonprofits up to $10,000; the profile does not state whether it accepts unsolicited requests.
Assets
$1.2B
Grants
949
Total Given
$59.7M
For Inspiration and Recognition of Science and Technology (FIRST)
Manchester, NH
FIRST funds youth robotics and hands-on STEM programs, including efforts to expand access for underserved and underrepresented communities; its grants support organizations in the U.S. and internationally. Typical giving varies: 2025 grants had a median of $5,750, while STEM Equity Community Innovation Grants are listed at $5,000–$50,000. The profile does not state whether unsolicited requests are accepted.
Assets
$73.0M
Grants
847
Total Given
$21.8M
Alexander and Linda Milley Foundation
Rye, NH
Assets
$11.1M
Grants
194
Total Given
$350K
The Robert and Joyce Oberkotter Family
Newport, NH
The foundation primarily funds education in New Hampshire and awards scholarships to eligible high school seniors from listed schools in New Hampshire, Vermont, and Rhode Island; it also supports extracurricular activities and underfunded school programs such as music, art, and athletics. Scholarships are typically $4,000, while reported grants ranged from $4,000 to $50,000 in 2025. Scholarship applications are accepted through eligible schools or by the stated application process; the profile does not say whether the foundation accepts unsolicited requests.
Assets
$14.2M
Grants
189
Total Given
$810K
Mary Hitchcock Memorial Hospital
Lebanon, NH
Mary Hitchcock Memorial Hospital supports healthcare services, medical and academic research, education, charity care, community outreach, equipment, and health education. In 2025, its 59 grants ranged from $5,056 to $881,519, with a median of $18,388; 37% of grant dollars went to New Hampshire recipients, with awards also reaching organizations elsewhere. The profile does not state whether it accepts unsolicited requests.
Assets
$2.8B
Grants
177
Total Given
$14.0M
Dartmouth-Hitchcock Clinic
Lebanon, NH
Dartmouth-Hitchcock Clinic funds health-related research, education, clinical practice, and community partnerships, with grants primarily supporting research, educational services, and programs. In 2025, its 38 grants ranged from $5,045 to $309,723, with a median of $8,096; its stated service region includes New Hampshire and Vermont. Unsolicited requests are not addressed generally, but its Pilot Research Grants require an LOI and are limited to people formally affiliated with Dartmouth Hitchcock Medical Center or Dartmouth College.
Assets
$309.3M
Grants
120
Total Given
$4.6M
More Funders in New Hampshire
JWM III Family Foundation down — hundreds of funders to go?