Mcdonald Family Trust

PALM BEACH GARDENS, FL EIN: 06-6377722

Mcdonald Family Trust is a private foundation, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $740K in total assets. In 2024, it awarded 23 grants totaling $89K. Net investment income was $71K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$740K

-4.1% YoY

Annual Giving

$89K

+6.6% YoY

Grant Count

23

+0.0% YoY

Avg Grant Size

$4K

+6.6% YoY

Under IRS private-foundation payout rules, Mcdonald Family Trust reported a distributable amount of $122K for 2024 — the minimum it must pay out in qualifying distributions.

About Mcdonald Family Trust

Based on IRS filings

Mcdonald Family Trust is a private foundation, based in PALM BEACH GARDENS, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $740K in total assets. In 2024, it awarded 23 grants totaling $89K. Net investment income was $71K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Ann ArborBloomfieldClarkGlastonburyGrand JunctionHartfordManchesterMiddletownNew BritainNorth HavenOld LymePlainvilleWest HartfordWindsor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$63K$94K$125K2021202220232024
Metric202420232022
Total Assets$740,484$771,855$822,420
Revenue$83,834$65,354$107,739
Expenses$113,744$108,421$112,876
Qualifying Distributions$101,122$95,710$86,938
Net Investment Income$71,212$52,644$100,301
Distributable Amount$121,635$115,195$113,785

Giving Over Time

Total grant dollars and number of grants per year

$0$22K$44K$66K$89K23 grants202122 grants202223 grants202323 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Franciscan Center for Ur…$10KEversight$5KFidelco$5KGreater Hartford Legal A…$5KHartford Stage$5KHouse of Bread$5KInterval House$5KOak Hill School$4KSalvation Army$4KSouth Park Inn$4K

Grant Size Distribution

91 grants across all recorded years

91<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Franciscan Center for Urban Ministry ($10,000), Eversight ($5,000), Fidelco ($5,000).

RecipientPurposeAmount
CRIS Radio Windsor, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$3,500
Eversight Ann Arbor, MIHelp elderly, poor disadvantaged in Hartford, CT associated with blindness.$5,000
Fidelco Bloomfield, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness.$5,000
Franciscan Center for Urban Ministry Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$10,000
Greater Hartford Legal Aid Foundation Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
Hartford Artisans Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$3,000
Hartford Stage Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
Manes & Motions Therapeutic Riding Center New Britain, CTHelp elderly, poor disadvanraged in Hartford, CT associated with blindness$2,000
House of Bread Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$5,000
ImmaCare Inc Hartford, CTHelp elderly, poor disadvantaged in Hartford, CT associated with blindness$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

William H Champlin IIITrustee$9K

From 2024 filing

NameTitleHoursCompensation
William H Champlin IIITrustee1$9,000

Frequently Asked Questions

How large is Mcdonald Family Trust?

As of 2024, Mcdonald Family Trust holds $740K in total assets with $84K in annual revenue. It awarded 23 grants totaling $89K in 2024.

Where does Mcdonald Family Trust operate?

Mcdonald Family Trust has awarded grants in Colorado, Connecticut, Michigan, New Jersey.

What size grants does Mcdonald Family Trust award?

In 2024, Mcdonald Family Trust awarded 23 grants totaling $89K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Mcdonald Family Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mcdonald Family Trust reported a distributable amount of $122K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2024.

Explore Open Grants

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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