The Walter & Mary Anne Mcphail

PALM BEACH, FL EIN: 87-3974120

The Walter & Mary Anne Mcphail is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $31K. Net investment income was $37K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$565K

+25.9% YoY

Annual Giving

$31K

-95.3% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$31K

-86.0% YoY

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.

About The Walter & Mary Anne Mcphail

Based on IRS filings

The Walter & Mary Anne Mcphail is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $31K. Net investment income was $37K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

GranvilleLincolnSaltsburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$283K$566K$850K$1M2021202220232024
Metric202420232022
Total Assets$564,957$448,624$1,178,950
Revenue$40,160$388,499$32,547
Expenses$34,914$674,866$4,230
Qualifying Distributions$31,414$673,413
Net Investment Income$36,660$387,046$28,317
Distributable Amount$26,075$37,375$57,025

Giving Over Time

Total grant dollars and number of grants per year

$0$168K$336K$504K$672K0 grants20210 grants20223 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

MU CHAPTER OF SIGMA CHI …$31K

Grant Size Distribution

4 grants across all recorded years

1<$50K1$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mu Chapter of Sigma Chi Fraternity Denison University ($31,414).

RecipientPurposeAmount
MU CHAPTER OF SIGMA CHI FRATERNITY DENISON UNIVERSITY GRANVILLE, OHMAINTENANCE-SIGMA FRATERNITY HOUSE$31,414

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WALTER MCPHAILDIRECTOR
MARY ANNE MCPHAILDIRECTOR
MELINDA MCPHAILDIRECTOR
FRANK SCERBODIRECTOR
RICHARD COMITERDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Walter & Mary Anne Mcphail?

The Walter & Mary Anne Mcphail is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. It holds $565K in total assets as of 2024.

How large is The Walter & Mary Anne Mcphail?

As of 2024, The Walter & Mary Anne Mcphail holds $565K in total assets with $40K in annual revenue. It awarded 1 grants totaling $31K in 2024.

Where does The Walter & Mary Anne Mcphail operate?

The Walter & Mary Anne Mcphail has awarded grants in Nebraska, Ohio, Pennsylvania.

What size grants does The Walter & Mary Anne Mcphail award?

In 2024, The Walter & Mary Anne Mcphail awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is The Walter & Mary Anne Mcphail required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Walter & Mary Anne Mcphail reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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