The Jacqueline and Willis Hamilton

Private foundation · Grantmaker Cleveland, OH EIN: 33-0643046

The Jacqueline and Willis Hamilton is a private foundation, based in Cleveland, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.7M in total assets. Net investment income was $270K.

Key facts about The Jacqueline and Willis Hamilton

EIN
33-0643046
Latest 990 filing
Form 990-PF, 2024
Total assets
$4,685,584

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.7M

+5.6% YoY

Revenue

$268K

-57.0% YoY

Net Investment Income

$270K

-56.7% YoY

Expenses

$17K

-98.7% YoY

Under IRS private-foundation payout rules, The Jacqueline and Willis Hamilton reported a distributable amount of $215K for 2024 — the minimum it must pay out in qualifying distributions.

How The Jacqueline and Willis Hamilton gives

  • Giving grew 308% from 2020 to 2023. Method
  • In 2023 it paid out 556% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Jacqueline and Willis Hamilton?

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

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

PierreSan ClementeAliso ViejoCerritosChapel HillDana PointIrvineLaguna NiguelLong BeachMerrifieldNewport BeachOrangeWindsor

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grant2020 3 grants2021 4 grants2022 7 grants2023 0 grants2024

From 2020 to 2023, annual grant giving ranged from $310K (2020) to $3.4M (2022). In 2023 it made 7 grants totaling $1.3M.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

15 grants across all recorded years

4<$50K3$50–100K3$100–250K3$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 4 grants of 15 (27%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$4,685,584$4,435,585$5,093,300
Revenue$267,674$622,345$325,165
Expenses$17,131$1,279,132$3,428,774
Qualifying Distributions—$1,265,000$3,418,000
Net Investment Income$269,662$622,345$325,736
Distributable Amount$215,211$227,424$290,095

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Jacqueline and Willis Hamilton is led by Jacqualine Hamilton, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jacqualine Hamilton

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Karen Schiefelbein

    Officer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Laurie Hasson

    Officer

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Jacqueline and Willis Hamilton

How large is The Jacqueline and Willis Hamilton?

The Jacqueline and Willis Hamilton reported $4.7M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $268K.

Where does The Jacqueline and Willis Hamilton operate?

The Jacqueline and Willis Hamilton has awarded grants in California, South Dakota, Tennessee, Virginia.

How much is The Jacqueline and Willis Hamilton required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jacqueline and Willis Hamilton reported a distributable amount of $215K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Jacqueline and Willis Hamilton's EIN?

The Jacqueline and Willis Hamilton's EIN (Employer Identification Number) is 33-0643046. IRS Form 990 filing data is available on this page for 2020–2024.

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

Your AI grants department

Here's the math on researching The Jacqueline and Willis Hamilton by hand.

Explore Open Grants

Browse active grant opportunities in The Jacqueline and Willis Hamilton's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Trent Elijah Foundation

Orange, CA

The foundation supports general charitable work, including hardship assistance and organizations serving people facing abuse, homelessness, or other needs, with most recent funding going to California and some to Oklahoma. Its 2025 grants ranged from $2,400 to $1,775,000, with a median of $68,500; applicants may receive up to $50,000 in a rolling 12-month period. A 2024 filing describes an application form and contact, and says giving is not limited to preselected organizations.

Assets

$7.3M

Grants

12

Total Given

$2.8M

Eunice Knight Saunders Foundation

Long Beach, CA

Assets

$673K

Grants

6

Total Given

$24K

The Carla and Stephen Schwartz

Colchester, CT

The Carla and Stephen Schwartz funds arts and cultural organizations, schools and universities, Jewish community groups, and human services organizations, primarily in Connecticut, with grants also going to organizations in Florida and several other states. Its 2025 grants ranged from $100 to $16,000, with a median of $1,000. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$330K

Grants

27

Total Given

$89K

The Saunders Foundation Co Shipman & Goodwin

Hartford, CT

The Saunders Foundation supports 501(c)(3) public charities, with recent grants to universities, museums, music and performing arts organizations, a hospital, and Planned Parenthood of Southern New England. Its 2025 grants ranged from $500 to $75,000, with a median of $7,500, and mostly went to organizations in Connecticut and Massachusetts, with a small share in New Hampshire. It accepts written requests on a rolling basis, considered in the order received.

Assets

$4.6M

Grants

14

Total Given

$236K

Long Beach Community Foundation

Long Beach, CA

The Long Beach Community Foundation supports eligible nonprofits, educational institutions, and government agencies, with priorities that have included youth, housing, health, arts, and community programs; most funding benefits Long Beach, California. Its 2024 grants ranged from $5,500 to $809,122, with a median of $25,000. Organizations can register in its online portal to view opportunities; the profile does not state whether unsolicited requests are accepted.

Assets

$74.7M

Grants

81

Total Given

$5.0M

Wescombe Family Foundation

Newport Beach, CA

Assets

$1.2M

Grants

4

Total Given

$52K

The Scherrer Foundation

Los Angeles, CA

Philanthropy, Voluntarism & Grantmaking

Assets

$1.3M

Grants

2

Total Given

$56K

Irvine Health Foundation

Irvine, CA

Irvine Health Foundation funds efforts to improve physical, mental, and emotional health, especially through technology-enabled programs and services for older adults and military veterans, with a focus on Orange County, California. Its 2024 grants ranged from $15,000 to $2.88 million, with a median of $50,000; it is winding down grantmaking, and its final recipients have already been identified, with no open application process stated.

Assets

$5.5M

Grants

13

Total Given

$3.5M

CLSJ Foundation Inc

West Hartford, CT

The CLSJ Foundation supports a varied range of charitable organizations, with recent grants for areas including food access, education, music, legal advising, reproductive health, and domestic violence support; most funding went to Connecticut, with additional grants in Oregon, Massachusetts, and Minnesota. Its 2025 grants ranged from $180 to $4,500, with a median of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$373K

Grants

64

Total Given

$68K

The William and Alice Mortensen

West Hartford, CT

The foundation supports program assistance for arts and cultural, educational and science, library, conservation, housing, and social-service organizations, primarily in Connecticut, with a small share of giving in Massachusetts. Its 2025 grants ranged from $3,500 to $60,000, with a median of $10,000. It funds only preselected charitable organizations and does not accept unsolicited requests.

Assets

$9.5M

Grants

57

Total Given

$716K

The William O & Carole P Bailey Family

Richmond, VA

The foundation supports community assistance, children’s physical activity, wildlife and land conservation, historic preservation, and ballet education. Its 2024 grants ranged from $500 to $32,500, with a median of $5,000, and went mainly to organizations in New York, California, Massachusetts, and Connecticut. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.2M

Grants

26

Total Given

$159K

United Way Inc United Way of Cent & Ne Connecticut

Hartford, CT

United Way Inc funds Connecticut community programs addressing poverty, including child literacy, basic needs, housing stability, health, and economic mobility, with community impact grants focused on Greater Hartford. Its 2025 grants ranged from $25,000 to $360,000, with a median of $55,000; an open application process is stated for the separate R2 program, but not for its other grants.

Philanthropy, Voluntarism & Grantmaking

Assets

$23.6M

Grants

35

Total Given

$2.7M

More Funders in Ohio

The Jacqueline and Willis Hamilton down — hundreds of funders to go?

Want AI to do this for you?