Margaret B Williams Charitable Tr
Margaret B Williams Charitable Tr is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2022. In 2022, it awarded 3 grants totaling $645K. Net investment income was $60K.
Margaret B Williams Charitable Tr at a glance
In short: Margaret B Williams Charitable Tr gave $645K across 3 grants in 2022 (avg $215K), mostly in Florida. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $645,045
- +2116.4% vs 2021
- Grants made (2022)
- 3
- +0.0% vs 2021
- Average grant
- $215,015
- +2116.4% vs 2021
- Median grant
- $215,015
- Primary geography
- Florida (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Margaret B Williams Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2022
The largest 2022 recipient was Hope Rural School Inc ($215K). Together the top 3 received $645K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 9 grants of 12 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 3 itemized grants.
States
Cities
How Margaret B Williams Charitable Tr gives
- Giving grew 1950% from 2019 to 2022. Method
- In 2022 it paid out well above 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 2019 to 2022, annual grant giving ranged from $29K (2021) to $645K (2022). In 2022 it made 3 grants totaling $645K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hope Rural School Inc Indiantown, FL | General Operating | $215,015 |
| Hospice of Martin & St Lucie Inc Stuart, FL | General Operating | $215,015 |
| Hibiscus House Children's Foundation Jensen Beach, FL | General Operating | $215,015 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $67,808 | $657,271 | $645,045 | 3 | $648,854 | $60,394 | $23,965 |
| 2021 | $593,191 | $63,678 | $43,348 | $29,103 | 3 | $31,785 | $52,871 | $36,188 |
| 2020 | $572,862 | $43,014 | $42,864 | $30,885 | 3 | — | $33,678 | $31,623 |
| 2019 | $572,724 | $27,387 | $42,567 | $31,458 | 3 | — | $17,744 | $32,412 |
Under IRS private-foundation payout rules, Margaret B Williams Charitable Tr reported a distributable amount of $24K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margaret B Williams Charitable Tr's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2022 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$10K (2019) → $8K (2022)
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $8K, to US Bank N a (Trustee).
Frequently asked questions about Margaret B Williams Charitable Tr
How much does Margaret B Williams Charitable Tr give each year?
Margaret B Williams Charitable Tr gave $645K across 3 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $29K across 3 grants.
What is Margaret B Williams Charitable Tr's typical grant size?
Margaret B Williams Charitable Tr's median grant in 2022 was $215,015, and its average grant was $215,015, across 3 grants on its 2022 IRS Form 990-PF.
Where does Margaret B Williams Charitable Tr give grants?
Margaret B Williams Charitable Tr gives mostly in Florida: 100% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there.
Does Margaret B Williams Charitable Tr give general operating support?
Yes: 100% of Margaret B Williams Charitable Tr's 2022 grants with a stated purpose (3 of 3) were for general or operating support, per its 2022 IRS Form 990-PF.
How much is Margaret B Williams Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Margaret B Williams Charitable Tr reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margaret B Williams Charitable Tr's EIN?
Margaret B Williams Charitable Tr's EIN (Employer Identification Number) is 55-6144757. IRS Form 990 filing data is available on this page for 2019–2022.
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 2019 (received by the IRS May 8, 2020)
- IRS filings on file for fiscal years 2020–2022
Live grants for the work Margaret B Williams Charitable Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Margaret B Williams Charitable Tr's focus areas in our free grants database
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