McNeely Foundation Inc

Private foundation · Grantmaker Toccoa, GA EIN: 58-6032600

McNeely Foundation Inc is a private foundation based in Toccoa, Georgia. Its 2025 filing lists grants to charitable organizations in Georgia and Connecticut, including a library, educational institutions, health organizations, churches, and fire departments.

Key facts about McNeely Foundation Inc

In short: McNeely Foundation Inc gave $35K across 39 grants in 2025 (avg $892.179), mostly in Georgia. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
58-6032600
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$34,795
Grants made (2025)
39
Average grant
$892
Median grant
$300
New grantees (estimate)
0% first-time grantees (0 of 39, 2025)
Total assets
$1,061,034
Primary geography
Georgia (83% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

-1.2% YoY

Annual Giving

$35K

+2.0% YoY

Grant Count

39

-4.9% YoY

Avg Grant Size

$892.179

+7.3% YoY

Under IRS private-foundation payout rules, McNeely Foundation Inc reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.

Is McNeely Foundation Inc open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 39 grantees (0%) were first-time recipients. How we count

  • 95% of 2025 grantees were also funded in 2024. Method
  • Giving fell 31% from 2022 to 2025. Method
  • In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including education, health care, community services, religion, and public safety. Children’s Healthcare of Atlanta describes its mission as “to make kids better today and healthier tomorrow.” The American Cancer Society says it works to improve the lives of people with cancer and their families through advocacy, research, and patient support. Habersham Medical Center Foundation says it serves and promotes the health of the general population and supports the hospital and its facilities and operations.

Grantmaking

In 2025, the foundation gave $34,795 through 39 grants. Grant amounts ranged from $100 to $6,080, with a median of $300. All listed 2025 grant purposes are “general fund.” Notable recipients included UGA Foundation Fund ($6,080), Toccoa-Stephens County Library ($4,000), Salvation Army in Toccoa ($3,015), Friends of Union Fire Department ($2,500), Children’s Healthcare of Atlanta ($2,000), and North Georgia Technical College ($2,000).

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

How to Apply

The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

In 2025, 83% of grant dollars went to recipients in Georgia and 17% to recipients in Connecticut.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 39 itemized grants.

Cities

ToccoaClarkesvilleAtlantaUnionDemorestAthensLakemontCorneliaClaytonJeffersonNorth GrosvenordaleHomerSharonTallulah FallsBlairsvilleGainesvillePomfretBuies CreekNew LondonPendergrass

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K49 grants2021 47 grants2022 43 grants2023 41 grants2024 39 grants2025

From 2021 to 2025, annual grant giving ranged from $34K (2024) to $50K (2022). In 2025 it made 39 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

UGA Foundation Fund: $6KUGA Foundation Fund$6KToccoa-Stephens County Library: $4KToccoa-Stephens County Library$4KSalvation Army: $3KSalvation Army$3KFriends of Union Fire Dept: $3KFriends of Union Fire Dept$3KChildren's Healthcare of Atlanta: $2KChildren's Healthcare ofAtlanta$2KNorth Ga Technical College: $2KNorth Ga Technical College$2KState Botanical Garden of Georgia: $2KState Botanical Garden ofGeorgia$2KFirst Methodist Church of Toccoa: $1KFirst Methodist Church ofToccoa$1KFirst Methodist Church of Clayton: $1KFirst Methodist Church ofClayton$1KLakemont-Wiley Fire Dept: $1KLakemont-Wiley Fire Dept$1K

The largest 2025 recipient was UGA Foundation Fund ($6K). Together the top 10 received $24K.

Grant Size Distribution

219 grants across all recorded years

219<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 219 grants of 219 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UGA Foundation Fund Athens, GAGeneral Fund$6,080
Toccoa-Stephens County Library Toccoa, GAGeneral Fund$4,000
Salvation Army Toccoa, GAGeneral Fund$3,015
Friends of Union Fire Dept Union, CTGeneral Fund$2,500
Children's Healthcare of Atlanta Atlanta, GAGeneral Fund$2,000
North Ga Technical College Clarkesville, GAGeneral Fund$2,000
State Botanical Garden of Georgia Athens, GAGeneral Fund$1,500
First Methodist Church of Toccoa Toccoa, GAGeneral Fund$1,200
First Methodist Church of Clayton Clayton, GAGeneral Fund$1,000
Lakemont-Wiley Fire Dept Lakemont, GAGeneral Fund$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant count
2025 $34,795 39
2024 $34,100 41
2023 $45,510 43
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,061,034$1,073,939$968,041
Revenue$67,237$181,660$40,329
Expenses$80,142$76,262$84,517
Qualifying Distributions$51,764$51,296$62,531
Net Investment Income$45,742$161,114$18,443
Distributable Amount$59,444$56,126$49,611

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 18, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 22, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 16, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 25, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Marilyn McNeely as president, Allan Ramsay as secretary, Allen Herron as treasurer, and Ellen McNeely and Frances McNeely Hartley as members.

McNeely Foundation Inc is led by Marilyn McNeely, President on every filing since 2021; all 5 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Marilyn McNeely

    President

    On filings since 2021

    20 hrs/week

    $9K (2021) → $9K (2025)

  • Allan Ramsay

    Secretary

    On filings since 2021

    1 hr/week

    $5K (2022) → $5K (2025)

  • Allen Herron

    Treasurer

    On filings since 2021

    3 hrs/week

    $6K (2022) → $6K (2025)

  • Ellen McNeely

    Member

    On filings since 2021

    $4K (2021) → $4K (2025)

  • Frances McNeely Hartley

    Member

    Board Members → Member, 2022

    On filings since 2021

    $4K (2021) → $4K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Marilyn McNeely — President: $9KMarilyn McNeelyPresident$9KAllen Herron — Treasurer: $6KAllen HerronTreasurer$6KAllan Ramsay — Secretary: $5KAllan RamsaySecretary$5KEllen McNeely — Member: $4KEllen McNeelyMember$4KFrances McNeely Hartley — Member: $4KFrances McNeely HartleyMember$4K

The highest reported compensation on the 2025 filing was $9K, to Marilyn McNeely (President). 5 officers or directors reported compensation on that filing.

Contact

Mailing address: PO Box 1673, Toccoa, GA 30577
Phone: (706) 491-2469

Frequently asked questions about McNeely Foundation Inc

How much does McNeely Foundation Inc give each year?

McNeely Foundation Inc gave $35K across 39 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 41 grants.

What is McNeely Foundation Inc's typical grant size?

McNeely Foundation Inc's median grant in 2025 was $300, and its average grant was $892, across 39 grants on its 2025 IRS Form 990-PF.

Where does McNeely Foundation Inc give grants?

McNeely Foundation Inc gives mostly in Georgia: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (17%). The most frequent recipient cities were Toccoa, GA (9 grants), Union, CT (5 grants), Clarkesville, GA (4 grants) and Atlanta, GA (4 grants).

Does McNeely Foundation Inc give general operating support?

Yes: 100% of McNeely Foundation Inc's 2025 grants with a stated purpose (39 of 39) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are McNeely Foundation Inc's largest grantees?

McNeely Foundation Inc's largest 2025 grantees include UGA Foundation Fund ($6,080), Toccoa-Stephens County Library ($4,000) and Salvation Army ($3,015), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.

How large is McNeely Foundation Inc?

McNeely Foundation Inc reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $59K (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.

What does McNeely Foundation Inc fund?

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including education, health care, community services, religion, and public safety. See mission & focus areas ↑

How do I apply for a grant from McNeely Foundation Inc?

The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is McNeely Foundation Inc's EIN?

McNeely Foundation Inc's EIN (Employer Identification Number) is 58-6032600. IRS Form 990 filing data is available on this page for 2021–2025.

Does McNeely Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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