The Margaret McCartney & R. Parks Williams Foundation (also known as Williams M M & R P Foundation Ta) is a private foundation established in 2001 and based in Orlando, Florida. The foundation operates with a mission to support charitable, educational, and social service organizations, with particular emphasis on serving the Lake County, Florida community.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.0M
+7.0% YoY
Revenue
$460K
+391.9% YoY
Qualifying Distributions
$35K
-89.5% YoY
Expenses
$68K
-81.0% YoY
Mission & Focus Areas
The foundation was established with the desire that it be used exclusively for contributions to organizations operated for religious, charitable, educational, veteran rehabilitative service, literary, or scientific purposes, or for the prevention of cruelty to children.
Primary funding priorities include:
- Surgical and other treatment of cancer and/or heart disease for indigent or needy people in the Lake County community
- Prevention of cruelty to children
- Care and education of needy children through qualified children's homes
- Supplementing the needs for health and comfort of sick and elderly people being cared for by governmental or qualified private charitable organizations, such as county nursing homes
- Educational purposes, specifically for establishing scholarships for needy students (not for capital improvements of educational facilities)
- Vocational rehabilitation for the blind and other handicapped persons
Grantmaking
No grants are made for capital improvements.
Review Cycle
for submitting grant proposals to be considered at the annual meeting
Grant Types
How to Apply
**
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Geographic Focus
Where this funder awards grants
The Williams Foundation generally restricts its funding policy to Florida organizations, with particular emphasis on Lake County. However, the foundation has extended funding to organizations in California, Georgia, and New York, with notable cities receiving support including Orlando, Miami, Tampa, and New York.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue:
- Total assets: $5,962,400 (as of August 2025)
- Total revenues (FY 2025): $459,898
- Total expenses (FY 2025): $68,135
- Investment income and dividends (FY 2025): $165,903
- Net gain from sale of non-inventory assets (FY 2025): $293,995
Staffing: The foundation operates with one employee.
Trustee: Truist Bank serves as trustee of the foundation, with reported compensation of $57,675 for its services.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,962,400 | $5,571,471 | $5,833,738 |
| Revenue | $459,898 | $93,486 | $194,730 |
| Expenses | $68,135 | $359,352 | $325,040 |
| Qualifying Distributions | $34,695 | $328,937 | $296,214 |
| Net Investment Income | $428,071 | $118,069 | $166,525 |
| Distributable Amount | $346,716 | $329,857 | $300,769 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
200 grants across all recorded years
Open Grants
1 open opportunity from Williams M M & R P Fdn Ta
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by trustees who meet annually in August to review and approve grant proposals.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $62,090 |
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.
What could you do with Williams M M & R P Fdn Ta on Grantable?
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