McDonald Family Trust
MCDONALD FAMILY TRUST is a private foundation based in Palm Beach Gardens, Florida. Its 2025 filing reports grants to organizations in Connecticut and Michigan; the trust states that distributions are made to charities chosen by its trustee to benefit the greater Hartford region.
Key facts about McDonald Family Trust
In short: McDonald Family Trust gave $89K across 24 grants in 2025 (avg $4K), mostly in Connecticut. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 06-6377722
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $89,000
- Grants made (2025)
- 24
- Average grant
- $3,708
- Median grant
- $3,000
- New grantees (estimate)
- 13% first-time grantees (3 of 24, 2025)
- Total assets
- $709,654
- Primary geography
- Connecticut (94% of itemized 2025 grant dollars)
- How to apply
- The trust’s filing says to send a letter describing the organization, the amount requested, and the proposed use of the grant. Full details ↓
- Deadline
- None stated.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$710K
-4.2% YoY
Annual Giving
$89K
+0.6% YoY
Grant Count
24
+4.3% YoY
Avg Grant Size
$4K
-3.6% YoY
Under IRS private-foundation payout rules, McDonald Family Trust reported a distributable amount of $132K for 2025 — the minimum it must pay out in qualifying distributions.
Is McDonald Family Trust open to new grantees?
13%
first-time grantees, 2025
In 2025, 3 of 24 grantees (13%) were first-time recipients. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $4K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+12%). Method
- In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its grants include support for organizations serving people who are blind, people experiencing homelessness, and people facing economic hardship, as well as legal aid and community programs. These are examples of the work of grantees, not stated missions of the trust.
For example, House of Bread describes its mission as providing urban ministry to economically disadvantaged people in the Hartford area, while Fidelco Guide Dog Foundation says it promotes independence for blind people by providing guide dogs. South Park Inn says it serves people who are homeless or at risk of homelessness through shelter and personalized support. Eversight describes its mission as restoring sight and preventing blindness through donation, transplantation, and research.
Grantmaking
In 2025, the trust reported 24 grants totaling $89,000. Grants ranged from $2,000 to $10,000, with a median of $3,000.
Review Cycle
None stated.
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Geographic Focus
Where this funder awards grants
The trust states that its distributions benefit the greater Hartford region. In 2025, 94% of grant dollars went to recipients in Connecticut and 6% to recipients in Michigan.
Grant Distribution by State
Share of 2025 grant dollars across all 24 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $80K (2022) to $89K (2025). In 2025 it made 24 grants totaling $89K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Franciscan Center for Urban Ministry ($10K). Together the top 10 received $51K.
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 115 grants of 115 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Franciscan Center for Urban Ministry Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $10,000 |
| Eversight Ann Arbor, MI | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| Fidelco Guide Dog Foundation Bloomfield, CT | Help elderly, poor disadvantaged in Hartford, CT with blindness | $5,000 |
| Greater Hartford Legal Aid Foundation Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associaated with blindness | $5,000 |
| Hartford Stage Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| House of Bread Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| Glastonbury Rotary Club Glastonbury, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $4,000 |
| Greater Hartford Salvation Army Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $4,000 |
| Oak Hill School Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $4,000 |
| South Park Inn Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $4,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $709,654 | $95,992 | $125,494 | $89,000 | 24 |
| 2024 | $740,484 | $83,834 | $113,744 | $88,500 | 23 |
| 2023 | $771,855 | $65,354 | $108,421 | $83,000 | 23 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $709,654 | $740,484 | $771,855 |
| Revenue | $95,992 | $83,834 | $65,354 |
| Expenses | $125,494 | $113,744 | $108,421 |
| Qualifying Distributions | $106,840 | $101,122 | $95,710 |
| Net Investment Income | $78,151 | $71,212 | $52,644 |
| Distributable Amount | $132,188 | $121,635 | $115,195 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 3, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 11, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William H. Champlin III as trustee.
McDonald Family Trust is led by William H Champlin III, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2025 filing
William H Champlin III
Trustee
On filings since 2021
1 hr/week
$10K (2021) → $19K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $19K, to William H Champlin III (Trustee).
Contact
Application contact: William H Champlin Iii
Mailing address: 1001 Grand Isle Way, Palm Beach Gardens, FL 33418
Phone: (561) 691-1799
Frequently asked questions about McDonald Family Trust
How much does McDonald Family Trust give each year?
McDonald Family Trust gave $89K across 24 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $89K across 23 grants.
What is McDonald Family Trust's typical grant size?
McDonald Family Trust's median grant in 2025 was $3,000, and its average grant was $3,708, across 24 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from McDonald Family Trust that year got $3K on average.
Where does McDonald Family Trust give grants?
McDonald Family Trust gives mostly in Connecticut: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Michigan (6%). The most frequent recipient cities were Hartford, CT (13 grants) and New Britain, CT (2 grants).
Does McDonald Family Trust give general operating support?
Not in 2025: none of the 24 grants with a stated purpose on McDonald Family Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are McDonald Family Trust's largest grantees?
McDonald Family Trust's largest 2025 grantees include Franciscan Center for Urban Ministry ($10,000), Eversight ($5,000) and Fidelco Guide Dog Foundation ($5,000), according to its 2025 IRS Form 990-PF. Together they received 22% of its itemized 2025 grant dollars.
How large is McDonald Family Trust?
McDonald Family Trust reported $710K in total assets on its 2025 IRS Form 990-PF. It paid out $107K in qualifying distributions that year, against a required minimum of $132K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does McDonald Family Trust fund?
No mission statement for the trust is provided. Its grants include support for organizations serving people who are blind, people experiencing homelessness, and people facing economic hardship, as well as legal aid and community programs. See mission & focus areas ↑
How do I apply for a grant from McDonald Family Trust?
The trust’s filing says to send a letter describing the organization, the amount requested, and the proposed use of the grant. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is McDonald Family Trust's EIN?
McDonald Family Trust's EIN (Employer Identification Number) is 06-6377722. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching McDonald Family Trust by hand.
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