McWilliams Memorial Hospital Trust

Private foundation · Grantmaker Dallas, TX EIN: 43-6062691

McWilliams Memorial Hospital Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $33.9M in total assets. In 2024, it awarded 1 grant totaling $1.6M. Net investment income was $3.7M.

McWilliams Memorial Hospital Trust at a glance

In short: McWilliams Memorial Hospital Trust gave $1.6M across 1 grant in 2024 (avg $1.6M), mostly in Missouri. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$1,559,712
-2.3% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$1,559,712
-2.3% vs 2023
Median grant
$1,559,712
Total assets
$33,865,003
+6.0% vs 2023
Primary geography
Missouri (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who McWilliams Memorial Hospital Trust funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

St Luke's Hospital Foundation Inc: $1.6MSt Luke's Hospital FoundationInc$1.6M

The largest 2024 recipient was St Luke's Hospital Foundation Inc ($1.6M).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

The most common grant size was in the $1–5M range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Kansas City

How McWilliams Memorial Hospital Trust gives

  • Giving held roughly steady from 2021 to 2024 (+3%). Method
  • In 2024 it paid out 93% 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$500K$1M$1.5M$2M1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2019 to 2024, annual grant giving ranged from $1.4M (2019) to $1.8M (2022). In 2024 it made 1 grant totaling $1.6M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
St Luke's Hospital Foundation Inc Kansas City, MOFor Charity Care$1,559,712
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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
2024$33,865,003$3,879,971$1,946,883$1,559,7121$1,735,953$3,679,523$1,858,697
2023$31,956,380$877,577$1,911,780$1,596,3411$1,755,466$710,155$1,718,837
2022$33,025,330$-996,190$2,089,087$1,763,2141$1,929,277$632,127$1,762,404
2021$36,113,077$7,172,938$1,968,828$1,510,0001$1,693,803$6,966,617$1,949,760
2020$30,648,836$2,264,387$1,767,017$1,442,4681—$2,123,090$1,661,565
2019$30,232,968$1,878,531$1,688,284$1,410,0001—$1,838,415$1,593,638

Under IRS private-foundation payout rules, McWilliams Memorial Hospital Trust reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

McWilliams Memorial Hospital Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2024 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $200K (2021) → $198K (2024)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Bank of America — Trustee: $198KBank of AmericaTrustee$198K

The highest reported compensation on the 2024 filing was $198K, to Bank of America (Trustee).

Frequently asked questions about McWilliams Memorial Hospital Trust

How much does McWilliams Memorial Hospital Trust give each year?

McWilliams Memorial Hospital Trust gave $1.6M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.6M across 1 grant.

How large is McWilliams Memorial Hospital Trust?

McWilliams Memorial Hospital Trust reported $33.9M in total assets on its 2024 IRS Form 990-PF. It paid out $1.7M in qualifying distributions that year, against a required minimum of $1.9M (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 McWilliams Memorial Hospital Trust operate?

McWilliams Memorial Hospital Trust has awarded grants in Missouri.

What is McWilliams Memorial Hospital Trust's EIN?

McWilliams Memorial Hospital Trust's EIN (Employer Identification Number) is 43-6062691. IRS Form 990 filing data is available on this page for 2019–2024.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS September 23, 2025)
  7. IRS filings on file for fiscal years 2019–2024

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

Figures come from McWilliams Memorial Hospital Trust'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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