The Walter & Mary Anne McPhail
The Walter & Mary Anne McPhail is a private foundation, based in Palm Beach, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $565K in total assets. In 2024, it awarded 1 grant totaling $31K. Net investment income was $37K.
The Walter & Mary Anne McPhail at a glance
In short: The Walter & Mary Anne McPhail gave $31K across 1 grant in 2024 (avg $31K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $31,414
- -95.3% vs 2023
- Grants made (2024)
- 1
- -66.7% vs 2023
- Average grant
- $31,414
- -86.0% vs 2023
- Median grant
- $31,414
- Total assets
- $564,957
- +25.9% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Walter & Mary Anne McPhail funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Mu Chapter of Sigma Chi Fraternity Denison University ($31K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $250–500K range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Walter & Mary Anne McPhail gives
- In 2024 it paid out 120% of its IRS minimum distribution (the 5% rule). 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
From 2023 to 2024, annual grant giving ranged from $31K (2024) to $672K (2023). In 2024 it made 1 grant totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mu Chapter of Sigma Chi Fraternity Denison University Granville, OH | Maintenance-Sigma Fraternity House | $31,414 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $564,957 | $40,160 | $34,914 | $31,414 | 1 | $31,414 | $36,660 | $26,075 |
| 2023 | $448,624 | $388,499 | $674,866 | $671,960 | 3 | $673,413 | $387,046 | $37,375 |
| 2022 | $1,178,950 | $32,547 | $4,230 | — | — | — | $28,317 | $57,025 |
| 2021 | $1,047,467 | $1,029,879 | — | — | — | — | — | $1,261 |
Under IRS private-foundation payout rules, The Walter & Mary Anne McPhail reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Walter & Mary Anne McPhail's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Frank Scerbo
Director
On filings since 2021
No compensation reported
Mary Anne McPhail
Director
On filings since 2021
No compensation reported
Melinda McPhail
Director
On filings since 2021
No compensation reported
Richard Comiter
Director
On filings since 2021
No compensation reported
Walter McPhail
Director
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 Walter & Mary Anne McPhail
How much does The Walter & Mary Anne McPhail give each year?
The Walter & Mary Anne McPhail gave $31K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $672K across 3 grants.
How large is The Walter & Mary Anne McPhail?
The Walter & Mary Anne McPhail reported $565K in total assets on its 2024 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
Where does The Walter & Mary Anne McPhail operate?
The Walter & Mary Anne McPhail has awarded grants in Nebraska, Ohio, Pennsylvania.
What is The Walter & Mary Anne McPhail's EIN?
The Walter & Mary Anne McPhail's EIN (Employer Identification Number) is 87-3974120. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
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