Trust Under Will of John McKee Dated December 8, 1899 is a private foundation based in Malvern, Pennsylvania. The trust operates as a 501(c)(3) organization with no employees and is governed by Archbishop Nelson J. Perez as trustee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.1M
+1.5% YoY
Annual Giving
$370K
-1.1% YoY
Grant Count
31
-3.1% YoY
Avg Grant Size
$12K
+2.1% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Professional Societies & Associations
The foundation primarily directs funding toward nonprofits in these focus areas, with particular emphasis on education and STEM education initiatives.
Grantmaking
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Geographic Focus
Where this funder awards grants
The foundation directs grants primarily to organizations in Pennsylvania, California, and Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total assets: $7,072,407
- Total annual giving: $370,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,072,407 | $6,969,366 | $7,261,076 |
| Revenue | $567,963 | $155,984 | $268,672 |
| Expenses | $464,922 | $447,694 | $460,792 |
| Qualifying Distributions | $371,388 | $417,314 | $368,500 |
| Net Investment Income | $474,429 | $95,854 | $198,480 |
| Distributable Amount | $384,287 | $355,072 | $370,443 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
156 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Archbishop Nelson J. Perez serves as trustee of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MOST REVEREND NELSON J PEREZ | ARCHBISHOP OF PHILA, TTEE | — | — |
| SHERMAN LEE HOPKINS JR | COMMITTEE MEMBER | — | — |
| CAPTAIN FRANK E FALCONE USN | COMMITTEE MEMBER | — | — |
| THOMAS H WATKINS JR | COMMITTEE MEMBER | — | — |
| JASON M BUDD | COMMITTEE MEMBER | — | — |
| CAPTAIN PAUL J BRANSON USN | COMMITTEE MEMBER | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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