Margaret B Williams Charitable Tr
Margaret B Williams Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2022. In 2022, it awarded 3 grants totaling $645K. Net investment income was $60K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$645K
+2116.4% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$215K
+2116.4% YoY
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.
About Margaret B Williams Charitable Tr
Based on IRS filings
Margaret B Williams Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2022. In 2022, it awarded 3 grants totaling $645K. Net investment income was $60K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $593,191 | $572,862 |
| Revenue | $67,808 | $63,678 | $43,014 |
| Expenses | $657,271 | $43,348 | $42,864 |
| Qualifying Distributions | $648,854 | $31,785 | — |
| Net Investment Income | $60,394 | $52,871 | $33,678 |
| Distributable Amount | $23,965 | $36,188 | $31,623 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2022
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Hope Rural School Inc ($215,015), Hospice of Martin & St Lucie Inc ($215,015), Hibiscus House Children's Foundation ($215,015).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $8,091 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margaret B Williams Charitable Tr?
Margaret B Williams Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds — in total assets as of 2022.
Where does Margaret B Williams Charitable Tr operate?
Margaret B Williams Charitable Tr has awarded grants in Florida.
What size grants does Margaret B Williams Charitable Tr award?
In 2022, Margaret B Williams Charitable Tr awarded 3 grants totaling $645K — an average of about $215K per grant, based on its IRS Form 990 filings.
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 2020–2022.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.