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.

Key facts about McWilliams Memorial Hospital Trust

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.

EIN
43-6062691
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,559,712
Grants made (2024)
1
Average grant
$1,559,712
Median grant
$1,559,712
Total assets
$33,865,003
Primary geography
Missouri (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$33.9M

+6.0% YoY

Annual Giving

$1.6M

-2.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$1.6M

-2.3% YoY

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.

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.

Your AI grants department

Ready to take the next step with McWilliams Memorial Hospital Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

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

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.

Grant Insights

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%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Luke's Hospital Foundation Inc Kansas City, MOFor Charity Care$1,559,712

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$33,865,003$31,956,380$33,025,330
Revenue$3,879,971$877,577$-996,190
Expenses$1,946,883$1,911,780$2,089,087
Qualifying Distributions$1,735,953$1,755,466$1,929,277
Net Investment Income$3,679,523$710,155$632,127
Distributable Amount$1,858,697$1,718,837$1,762,404

Data update history

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

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.

Your AI grants department

Here's the math on researching McWilliams Memorial Hospital Trust by hand.

Explore Open Grants

Browse active grant opportunities in McWilliams Memorial Hospital Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common

The Fullerton Foundation

Gaffney, SC

The Fullerton Foundation primarily funds healthcare and medicine, including research, clinical and medical education, equipment, and related services and programs. Its 2025 grants ranged from $1,000 to $100,000, with a median of $10,000, and focused mainly on Upstate South Carolina and western North Carolina. It accepts requests beyond a preselected list of organizations; its filing describes an initial letter and supporting materials, but does not state whether unsolicited requests are accepted.

Education

Assets

$35.8M

Grants

54

Total Given

$1.5M

Itterly Family Foundation

Harleysville, PA

Assets

$2K

Grants

4

Total Given

$4K

Allen Birge Charitable Trust

St. Louis, MO

The trust supports a range of causes, including education, land preservation, religious activities, music, social justice, health care, and mental health. In 2025, grants ranged from $500 to $12,000, with a median of $1,500; most funding went to Missouri, with some grants to California, Michigan, and Alabama. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$601K

Grants

18

Total Given

$42K

Jack & Mary Jane Bodine Charitable Trust

St. Louis, MO

Assets

$428K

Grants

1

Total Given

$25K

Vincent E and Mary Judith Shaw

St. Louis, MO

Philanthropy, Voluntarism & Grantmaking

Assets

$31K

Grants

22

Total Given

$6K

The Keith & Margie Weber Foundation

Shawnee Mission, KS

The Keith & Margie Weber Foundation supports a range of arts, education, health, veterans, and community organizations, with 2024 grants concentrated in Missouri, California, and Colorado, and smaller amounts in Virginia and Florida. Its 22 grants ranged from $500 to $25,000, with a median of $5,000. It funds only preselected charities and does not accept unsolicited requests.

Assets

$3.5M

Grants

22

Total Given

$183K

Lohmann Fridolin & Iolanta Endw

Brooklyn, OH

Education

Assets

$648K

Grants

5

Total Given

$33K

Polk County Community Foundation Inc

Tryon, NC

The foundation funds local nonprofits, schools, teachers, students, and community projects in Polk County, North Carolina, and nearby areas including Landrum, South Carolina, across fields such as education, basic needs, arts, conservation, and disaster recovery. In 2025, grants ranged from $5,100 to $320,888, with a median of $30,549. It welcomes applications; organizations generally begin with a Letter of Intent, though requirements vary by fund.

Assets

$76.8M

Grants

50

Total Given

$3.1M

Weber Harold Endw

Brooklyn, OH

Assets

$278K

Grants

5

Total Given

$13K

St Luke's Foundation Inc

Columbus, NC

To raise funds in support of st. Luke's hospital as it provides exemplary healthcare to our community.

Assets

$8.6M

Grants

1

Total Given

$101K

E Polk Inc

Columbus, NC

Pangaea mission: to deliver affordable, reliable connectivity services to the region. These services will accelerate economic development and improve quality of life while expanding access into underserved areas.

Education

Assets

$4.0M

Grants

2

Total Given

$44K

St Luke's Hospital Foundation

Maumee, OH

St. Luke's hospital foundation is dedicated to securing resources to support the healing and charitable mission of st. Luke's hospital for the communities it serves.

Health

Assets

—

Grants

1

Total Given

$131K

More Funders in Texas

McWilliams Memorial Hospital Trust down — hundreds of funders to go?

Want AI to do this for you?