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.
Key facts about Margaret B Williams Charitable Tr
- EIN
- 55-6144757
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $645,045
- Grants made (2022)
- 3
- Average grant
- $215,015
- Median grant
- $215,015
- Primary geography
- Florida (100% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Margaret B Williams Charitable Tr funds
By grant dollars, the top recipient states for Margaret B Williams Charitable Tr's 3 itemized 2022 grants were Florida (100%). 100% of grants with a stated purpose were for general or operating support.
How Margaret B Williams Charitable Tr gives
- 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.
Next steps with Margaret B Williams Charitable Tr
- How to evaluate Margaret B Williams Charitable Tr as a funder
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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
Share of all 3 itemized 2022 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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 recipients 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 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.