Mcwhorter Capital Partners

CARTERSVILLE, GA EIN: 87-4062918

Mcwhorter Capital Partners is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARTERSVILLE, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 10 grants totaling $8K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$77K

-5.8% YoY

Annual Giving

$8K

-35.2% YoY

Grant Count

10

+100.0% YoY

Avg Grant Size

$845

-67.6% YoY

Under IRS private-foundation payout rules, Mcwhorter Capital Partners reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Mcwhorter Capital Partners

Based on IRS filings

Mcwhorter Capital Partners is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARTERSVILLE, GA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 10 grants totaling $8K. Net investment income was $4K.

Ready to take the next step with Mcwhorter Capital Partners?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AdairsvilleCartersvilleEuharleeWhite

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$30K$61K$91K$121K2021202220232024
Metric202420232022
Total Assets$76,835$81,525$93,250
Revenue$3,760$1,325
Expenses$8,450$13,050$16,750
Qualifying Distributions$8,450$13,050$16,750
Net Investment Income$3,760$1,325
Distributable Amount$3,642$3,676

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$13K$17K0 grants20214 grants20225 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE ETOWAH FOUNDATION$3KCASS HIGH SCHOOL$3KTHE BARTOW EDUCATION FOU…$1KDRU GIRL LLC$1KBAGGETT FAMILY RACING$500CASS MIDDLE SCHOOL$250CASS HIGH SCHOOL$250WOODLAND MIDDLE SCHOOL$250MISSION BARTOW$100BARTOW COUNTY SCHOOLS$100

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Etowah Foundation ($2,500), Cass High School ($2,500), The Bartow Education Foundation ($1,000).

RecipientPurposeAmount
THE ETOWAH FOUNDATION CARTERSVILLE, GADONATION$2,500
CASS HIGH SCHOOL WHITE, GADONATION$2,500
THE BARTOW EDUCATION FOUNDATION CARTERSVILLE, GADONATION$1,000
DRU GIRL LLC CARTERSVILLE, GAPUBLIC SERVANT LUNCHEON$1,000
MISSION BARTOW CARTERSVILLE, GADONATION$100
BARTOW COUNTY SCHOOLS CARTERSVILLE, GADONATION$100
BAGGETT FAMILY RACING ADAIRSVILLE, GAGIFT$500
CASS MIDDLE SCHOOL CARTERSVILLE, GADONATION$250
CASS HIGH SCHOOL WHITE, GADONATION$250
WOODLAND MIDDLE SCHOOL EUHARLEE, GADONATION$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOSHUA MCWHORTERDIRECTOR
DEANNA BERRYSECRETARY
CHASE RIERSONTREASURER

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mcwhorter Capital Partners?

Mcwhorter Capital Partners is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARTERSVILLE, GA. It holds $77K in total assets as of 2024.

How large is Mcwhorter Capital Partners?

As of 2024, Mcwhorter Capital Partners holds $77K in total assets with $4K in annual revenue. It awarded 10 grants totaling $8K in 2024.

Where does Mcwhorter Capital Partners operate?

Mcwhorter Capital Partners has awarded grants in Georgia.

What size grants does Mcwhorter Capital Partners award?

In 2024, Mcwhorter Capital Partners awarded 10 grants totaling $8K — an average of about $845 per grant, based on its IRS Form 990 filings.

How much is Mcwhorter Capital Partners required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mcwhorter Capital Partners reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mcwhorter Capital Partners's EIN?

Mcwhorter Capital Partners's EIN (Employer Identification Number) is 87-4062918. IRS Form 990 filing data is available on this page for 2021–2024.

Explore Open Grants

Browse active grant opportunities in Mcwhorter Capital Partners's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Mcwhorter Capital Partners on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities