Williams M M & R P Fdn Ta

ORLANDO, FL EIN: 59-7162849

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

Under IRS private-foundation payout rules, Williams M M & R P Fdn Ta reported a distributable amount of $347K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

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

& Support:**

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

Florida $783K (98%)

New York $10K (1%)

Georgia $5K (1%)

California $3K (0%)

States

California Florida Georgia New York

Cities

Altamonte SpringsApopkaAtlantaBelle GladeBoca RatonBrooksvilleCasselberryClermontCoconut CreekDaytona BeachDelandEnterpriseEustisFern ParkFort LauderdaleFort MyersFort PierceFt LauderdaleHomesteadImmokalee

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Foundation

Margaret McCartney & R. Parks Williams Foundation Grant

WILLIAMS M M & R P FDN TA

Amount

US $5,000 - US $25,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does Williams M M & R P Fdn Ta fund?

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 childr…

How do I apply for a grant from Williams M M & R P Fdn Ta?

**Grant Types & Support:** • Scholarships • General Operating support • Project Support **Grant Restrictions:** No grants are made for capital improvements. **Recent Grant Activity:** In fiscal year 2024, the foundation awarded 71 grants totaling approximately $296,450. Recent grant recipients have included A Gift for Teaching ($10,000), The Crisis Center of Tampa Bay ($10,000), and Orlando Health Foundation ($7,500). **Application Process:** • The foundation's Trustees meet annually in August …

Where does Williams M M & R P Fdn Ta make grants?

How much is Williams M M & R P Fdn Ta required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Williams M M & R P Fdn Ta reported a distributable amount of $347K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.