McMullin Charitable Trust Uw

Private foundation · Grantmaker Dallas, TX EIN: 86-6325992

McMullin Charitable Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.5M in total assets. In 2026, it awarded 2 grants totaling $69K. Net investment income was $190K.

McMullin Charitable Trust Uw at a glance

In short: McMullin Charitable Trust Uw gave $69K across 2 grants in 2026 (avg $34K), mostly in New Jersey. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$68,972
+6.8% vs 2025
Grants made (2026)
2
+0.0% vs 2025
Average grant
$34,486
+6.8% vs 2025
Median grant
$34,486
Total assets
$1,516,465
+14.3% vs 2025
Primary geography
New Jersey (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated September 2026.

Who McMullin Charitable Trust Uw funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2026

Presbyterian Church at Absecon: $34KPresbyterian Church at Absecon$34KAtlantic County Historical Society: $34KAtlantic County HistoricalSociety$34K

The largest 2026 recipient was Presbyterian Church at Absecon ($34K). Together the top 2 received $69K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 2 itemized grants.

States

Cities

AbseconSomers Point

How McMullin Charitable Trust Uw gives

  • Giving grew 55% from 2023 to 2026. Method
  • In 2026 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$20K$40K$60K$80K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025 2 grants2026

From 2021 to 2026, annual grant giving ranged from $43K (2021) to $69K (2026). In 2026 it made 2 grants totaling $69K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Presbyterian Church at Absecon Absecon, NJUnrestricted General$34,486
Atlantic County Historical Society Somers Point, NJUnrestricted General$34,486
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,516,465$204,980$92,096$68,9722$77,376$190,246$78,889
2025$1,326,797$125,132$88,500$64,5582$72,372$110,364$72,795
2024$1,306,271$27,536$80,494$60,6382$67,931$18,766$68,169
2023$1,335,222$-12,626$67,518$44,5702$50,736$15,695$63,621
2022$1,396,402$258,439$72,873$55,1342$61,420$245,937$69,912
2021$1,378,060$60,511$59,732$43,3982—$50,383$69,403

Under IRS private-foundation payout rules, McMullin Charitable Trust Uw reported a distributable amount of $79K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

McMullin Charitable Trust Uw's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $13K (2022) → $17K (2026)

  • Catherine George

    Co-Trustee

    On filings since 2023

    1 hr/week

    $2K (2023) → $3K (2026)

Former officers (2)
  • Former: Kate R. Wallen Esq. (2021–2022) — Co-Trustee
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $17KBank of AmericaTrustee$17KCatherine George — Co-Trustee: $3KCatherine GeorgeCo-Trustee$3K

The highest reported compensation on the 2026 filing was $17K, to Bank of America (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about McMullin Charitable Trust Uw

How much does McMullin Charitable Trust Uw give each year?

McMullin Charitable Trust Uw gave $69K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $65K across 2 grants.

How large is McMullin Charitable Trust Uw?

McMullin Charitable Trust Uw reported $1.5M in total assets on its 2026 IRS Form 990-PF. It paid out $77K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does McMullin Charitable Trust Uw operate?

McMullin Charitable Trust Uw has awarded grants in New Jersey.

What is McMullin Charitable Trust Uw's EIN?

McMullin Charitable Trust Uw's EIN (Employer Identification Number) is 86-6325992. IRS Form 990 filing data is available on this page for 2021–2026.

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

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS July 29, 2026)
  2. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from McMullin Charitable Trust Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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