The McNeel Family Foundation

Foundation · Grantmaker Montrose, AL EIN: 87-4112160

The McNeel Family Foundation is a private foundation focused on Human Services, based in Montrose, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 16 grants totaling $216K. Net investment income was $1.2M.

Key facts about The McNeel Family Foundation

In short: The McNeel Family Foundation gave $216K across 16 grants in 2025 (avg $14K), mostly in Alabama. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
87-4112160
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$216,000
Grants made (2025)
16
Average grant
$13,500
Median grant
$2,000
New grantees (estimate)
19% first-time grantees (3 of 16, 2025)
Total assets
$4,330,150
Primary geography
Alabama (83% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.3M

+30.7% YoY

Annual Giving

$216K

+43.0% YoY

Grant Count

16

-20.0% YoY

Avg Grant Size

$14K

+78.8% YoY

Under IRS private-foundation payout rules, The McNeel Family Foundation reported a distributable amount of $183K for 2025 — the minimum it must pay out in qualifying distributions.

Is The McNeel Family Foundation open to new grantees?

19%

first-time grantees, 2025

In 2025, 3 of 16 grantees (19%) were first-time recipients. First grants averaged $2K; repeat grants $16K. How we count

Medians: $2K first-time, $2K repeat.

  • 75% of 2025 grantees were also funded in 2024. Method
  • Giving grew 1628% from 2022 to 2025. Method
  • In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 16 itemized 2025 grant dollars.

Cities

FairhopeJacksonPensacolaBrewtonChattanoogaMobileAuburnDallasFoleyKansas CityLos AngelesMontgomeryTalladegaDaphneMemphisMontroseBay MinetteMonroeville

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K0 grants20217 grants202218 grants202320 grants202416 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Brewton Area YMCA: $150KBrewton Area YMCA$150KThe Little Light House of Mississippi: $25KThe Little Light House ofMississippi$25KOzanam Charitable Pharmacy: $15KOzanam Charitable Pharmacy$15KBaylor School: $5KBaylor School$5KBoys and Girls Club: $3KBoys and Girls Club$3KThomas Hospital Foundation: $3KThomas Hospital Foundation$3KAuburn University: $2KAuburn University$2KFellowship of Christian Athletes: $2KFellowship of ChristianAthletes$2KSt Jude Children's Research Hospital: $2KSt Jude Children's ResearchHospital$2KThe Farmlink Project: $2KThe Farmlink Project$2K

Grant Size Distribution

61 grants across all recorded years

58<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BREWTON AREA YMCA Brewton, ALOPERATING EXPENSES$150,000
THE LITTLE LIGHT HOUSE OF MISSISSIPPI Jackson, MSOPERATING EXPENSES$25,000
OZANAM CHARITABLE PHARMACY Mobile, ALOPERATING EXPENSES$15,000
BAYLOR SCHOOL Chattanooga, TNOPERATING EXPENSES$5,000
BOYS AND GIRLS CLUB Foley, ALOPERATING EXPENSES$2,500
THOMAS HOSPITAL FOUNDATION Fairhope, ALOPERATING EXPENSES$2,500
AUBURN UNIVERSITY Auburn, ALOPERATING EXPENSES$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES Kansas City, MOOPERATING EXPENSES$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL Memphis, TNOPERATING EXPENSES$2,000
THE FARMLINK PROJECT Los Angeles, CAOPERATING EXPENSES$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20212022202320242025
Metric202520242023
Total Assets$4,330,150$3,312,600$1,837,967
Revenue$2,164,597$3,155,172$661,764
Expenses$274,164$172,992$149,564
Qualifying Distributions$216,000$151,000$138,700
Net Investment Income$1,204,253$1,623,820$320,080
Distributable Amount$182,696$112,450$82,705

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

The McNeel Family Foundation is led by Kate McNeel, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kate McNeel

    President

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Alexandra McNeel

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Morgan McNeel

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Joseph W. McNeel III

    Treasurer

    On filings since 2021

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 McNeel Family Foundation

How much does The McNeel Family Foundation give each year?

The McNeel Family Foundation gave $216K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $151K across 20 grants.

What is The McNeel Family Foundation's typical grant size?

The McNeel Family Foundation's median grant in 2025 was $2,000, and its average grant was $13,500, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The McNeel Family Foundation that year got $2K on average.

Where does The McNeel Family Foundation give grants?

The McNeel Family Foundation gives mostly in Alabama: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Mississippi (12%). The most frequent recipient cities were Fairhope, AL (2 grants).

Does The McNeel Family Foundation give general operating support?

Yes: 100% of The McNeel Family Foundation's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The McNeel Family Foundation's largest grantees?

The McNeel Family Foundation's largest 2025 grantees include Brewton Area YMCA ($150,000), The Little Light House of Mississippi ($25,000) and Ozanam Charitable Pharmacy ($15,000), according to its 2025 IRS Form 990-PF. Together they received 88% of its itemized 2025 grant dollars.

How large is The McNeel Family Foundation?

The McNeel Family Foundation reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $216K in qualifying distributions that year, against a required minimum of $183K (roughly 5% of its investment assets).

What is The McNeel Family Foundation?

The McNeel Family Foundation is a private foundation focused on Human Services, based in Montrose, AL. It holds $4.3M in total assets as of 2025.

What is The McNeel Family Foundation's EIN?

The McNeel Family Foundation's EIN (Employer Identification Number) is 87-4112160. IRS Form 990 filing data is available on this page for 2021–2025.

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

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