McDonald Family Trust

Private foundation · Grantmaker Palm Beach Gardens, FL EIN: 06-6377722

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.

McDonald Family Trust at a glance

In short: McDonald Family Trust gave $89K across 24 grants in 2025 (avg $4K), mostly in Connecticut. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$89,000
+0.6% vs 2024
Grants made (2025)
24
+4.3% vs 2024
Average grant
$3,708
-3.6% vs 2024
Median grant
$3,000
Total assets
$709,654
-4.2% vs 2024
New grantees (estimate)
8% first-time grantees (2 of 24, 2025; small sample)
Primary geography
Connecticut (94% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to McDonald Family Trust

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. It names trustee William H. Champlin III as the contact. Distributions are made to charities chosen by the trustee to benefit the greater Hartford region.

Review Cycle
None stated.
Deadline
None stated.
Contact

Application contact: William H Champlin Iii
Mailing address: 1001 Grand Isle Way, Palm Beach Gardens, FL 33418
Phone: (561) 691-1799

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who McDonald Family Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Franciscan Center for Urban Ministry: $10KFranciscan Center for UrbanMinistry$10KEversight: $5KEversight$5KFidelco Guide Dog Foundation: $5KFidelco Guide Dog Foundation$5KGreater Hartford Legal Aid Foundation: $5KGreater Hartford Legal AidFoundation$5KHartford Stage: $5KHartford Stage$5KHouse of Bread: $5KHouse of Bread$5KGlastonbury Rotary Club: $4KGlastonbury Rotary Club$4KGreater Hartford Salvation Army: $4KGreater Hartford SalvationArmy$4KOak Hill School: $4KOak Hill School$4KSouth Park Inn: $4KSouth Park Inn$4K

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

115<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 115 grants of 115 (100%).

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

4states

Share of 2025 grant dollars across all 24 itemized grants.

Cities

HartfordBloomfieldGlastonburyManchesterNew BritainPlainvilleWest HartfordWindsorAnn ArborClarkMiddletownGrand JunctionNew HavenNorth HavenOld LymeOld Saybrook

Is McDonald Family Trust open to new grantees?

8%

first-time grantees, 2025

In 2025, 2 of 24 grantees (8%) were first-time recipients. With only 24 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $3K; repeat grants $4K. How we count

Medians: $3K first-time, $3K repeat.

  • 75% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K23 grants2021 22 grants2022 23 grants2023 23 grants2024 24 grants2025

From 2021 to 2025, annual grant giving ranged from $80K (2022) to $89K (2025). In 2025 it made 24 grants totaling $89K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Franciscan Center for Urban Ministry Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$10,000
Eversight Ann Arbor, MIHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
Fidelco Guide Dog Foundation Bloomfield, CTHelp elderly, poor disadvantaged in Hartford, CT with blindness$5,000
Greater Hartford Legal Aid Foundation Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associaated with blindness$5,000
Hartford Stage Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
House of Bread Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
Glastonbury Rotary Club Glastonbury, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$4,000
Greater Hartford Salvation Army Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$4,000
Oak Hill School Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$4,000
South Park Inn Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$4,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$709,654$95,992$125,494$89,00024$106,840$78,151$132,188
2024$740,484$83,834$113,744$88,50023$101,122$71,212$121,635
2023$771,855$65,354$108,421$83,00023$95,710$52,644$115,195
2022$822,420$107,739$112,876$79,50022$86,938$100,301$113,785
2021$826,413$108,804$108,439$82,50023—$100,835$103,612

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.

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

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.

Among the grants reported for 2025 were $10,000 to Franciscan Center for Urban Ministry; $5,000 each to Eversight, Fidelco Guide Dog Foundation, Greater Hartford Legal Aid Foundation, Hartford Stage, and House of Bread; and $4,000 each to Glastonbury Rotary Club, Greater Hartford Salvation Army, Oak Hill School, and South Park Inn. Other reported recipients include Plainville Community Food Pantry ($3,000), ImmaCare ($3,000), and Hands on Hartford ($2,500).

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

William H Champlin III — Trustee: $19KWilliam H Champlin IIITrustee$19K

The highest reported compensation on the 2025 filing was $19K, to William H Champlin III (Trustee).

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 3, 2023)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 13, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS January 29, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS December 11, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 11, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Explore Open Grants

Browse active grant opportunities in McDonald Family Trust's focus areas in our free grants database

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Cite this profile

Grantable. (2026). McDonald Family Trust funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/mcdonald-family-trust-morg_a6fb6be9b1ad444cbf9dda7c80c8634d

BibTeX
@misc{grantable_066377722_2026,
  author       = {{Grantable}},
  title        = {{McDonald Family Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/mcdonald-family-trust-morg_a6fb6be9b1ad444cbf9dda7c80c8634d},
  note         = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from McDonald Family Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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