The Mcgrath-spellman

SANIBEL, FL EIN: 27-0891942

The Mcgrath-spellman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANIBEL, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $956K in total assets. In 2024, it awarded 30 grants totaling $386K. Net investment income was $36K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$956K

-26.8% YoY

Annual Giving

$386K

+230.3% YoY

Grant Count

30

+25.0% YoY

Avg Grant Size

$13K

+164.2% YoY

Under IRS private-foundation payout rules, The Mcgrath-spellman reported a distributable amount of $87K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mcgrath-spellman

Based on IRS filings

The Mcgrath-spellman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANIBEL, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $956K in total assets. In 2024, it awarded 30 grants totaling $386K. Net investment income was $36K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AustinBereaBoynton BeachChagrin FallsChicagoClevelandCleveland HeightsElginFairfieldFt MyersGates MillsGreensburgHoustonHuntsvilleIndependenceMilwaukeeNaplesNotre DamePittsburghRye Brook

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$106K$213K$319K$425K20202021202220232024
Metric202420232022
Total Assets$955,944$1,306,492$1,388,100
Revenue$35,952$37,982$102,855
Expenses$386,500$119,590$174,000
Qualifying Distributions$385,800$117,000$172,500
Net Investment Income$35,752$37,982$102,855
Distributable Amount$87,369$88,490$92,903

Giving Over Time

Total grant dollars and number of grants per year

$0$96K$193K$289K$386K29 grants202030 grants202129 grants202224 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SETON HILL UNIVERSITY$60KCARNEGIE MELLON UNIVERSITY$45KUNIVERSITY OF NOTRE DAME$40KCLUB 24$25KCOURAGE TO CAREGIVERS$25KERNIES LAW FOUNDATION$25KST ISABEL CATHOLIC CHURCH$24KJOSEPH'S HOME$22KFISH SANIBEL CAPTAVIA INC$20KST DOMINIC'S CHURCH$20K

Grant Size Distribution

142 grants across all recorded years

139<$50K2$50–100K1$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 Seton Hill University ($60,000), Carnegie Mellon University ($45,000), University of Notre Dame ($40,000).

RecipientPurposeAmount
AMERICAN HEART ASSOCIATION CLEVELAND, OHPHILANTHROPIC$2,000
CARNEGIE MELLON UNIVERSITY PITTSBURGH, PAPHILANTHROPIC$45,000
CATHOLIC DIOCESE OF CLEVELAND FOUNDATION CLEVELAND, OHPHILANTHROPIC$4,000
CENTRAL CATHOLIC HIGH SCHOOL CLEVELAND, OHPHILANTHROPIC$2,000
COMMUNITY PREGNANCY CLINICS NAPLES, FLPHILANTHROPIC$4,000
CLUB 24 CLEVELAND HEIGHTS, OHPHILANTHROPIC$25,000
FISH SANIBEL CAPTAVIA INC SANIBEL, FLPHILANTHROPIC$20,000
GILMOUR ACADEMY GATES MILLS, OHPHILANTHROPIC$2,000
GREAT LAKES THEATER FESTIVAL CLEVELAND, OHPHILANTHROPIC$5,800
GREATER CLEVELAND HABITAT FOR HUMANITY CLEVELAND, OHPHILANTHROPIC$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN E MCGRATH IIIPRESIDENT, TREASURER, SEC.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Mcgrath-spellman?

The Mcgrath-spellman is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANIBEL, FL. It holds $956K in total assets as of 2024.

How large is The Mcgrath-spellman?

As of 2024, The Mcgrath-spellman holds $956K in total assets with $36K in annual revenue. It awarded 30 grants totaling $386K in 2024.

Where does The Mcgrath-spellman operate?

The Mcgrath-spellman has awarded grants in Alabama, Connecticut, District of Columbia, Florida, Illinois, Indiana, New Jersey, New York, Ohio, Pennsylvania, Texas, Wisconsin.

What size grants does The Mcgrath-spellman award?

In 2024, The Mcgrath-spellman awarded 30 grants totaling $386K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is The Mcgrath-spellman required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mcgrath-spellman reported a distributable amount of $87K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Mcgrath-spellman's EIN?

The Mcgrath-spellman's EIN (Employer Identification Number) is 27-0891942. IRS Form 990 filing data is available on this page for 2020–2024.

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

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