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JOANNA MCNEIL TRUST

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Public nonprofit record

JOANNA MCNEIL TRUST

EIN 52-6854625 · Philanthropy, Voluntarism & Grantmaking Foundations (T20Z)

What they do

JOANNA MCNEIL TRUST .

Money

Financial picture

Tax year 2024
Revenue$713,258
Expenses$975,288
Assets$11,792,119
Income$1,805,920
Grants given$7,971,000
Average grant$234,441
Stocks and bonds$3,666,322
Investing fees$111,253

About this charity

Recognized since
January 1997
Location
C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005
County
New York
In care of
JOANNA MCNEIL LEWIS
Primary officer
JOANNA MCNEIL LEWIS, TRUSTEE

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
ERNST & YOUNG US LLP
NTEE classification
Philanthropy, Voluntarism & Grantmaking Foundations (T20Z)
IRS tax category
Grantmaking Foundations
Grant-giving organization
Yes
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Subsection
03
Affiliation
3
Classification
1000
Deductibility
1
Foundation
04
Activity
602000000
Organization
2
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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