Margaret B Williams Charitable Tr

MILWAUKEE, WI EIN: 55-6144757

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

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $705K (100%)

States

Florida

Cities

IndiantownJensen BeachStuart

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.