Mcdonald Family Trust
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.
Ready to take the next step with Mcdonald Family Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| CRIS Radio Windsor, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $3,500 |
| Eversight Ann Arbor, MI | Help elderly, poor disadvantaged in Hartford, CT associated with blindness. | $5,000 |
| Fidelco Bloomfield, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness. | $5,000 |
| Franciscan Center for Urban Ministry Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $10,000 |
| Greater Hartford Legal Aid Foundation Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| Hartford Artisans Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $3,000 |
| Hartford Stage Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| Manes & Motions Therapeutic Riding Center New Britain, CT | Help elderly, poor disadvanraged in Hartford, CT associated with blindness | $2,000 |
| House of Bread Hartford, CT | Help elderly, poor disadvantaged in Hartford, CT associated with blindness | $5,000 |
| ImmaCare Inc Hartford, CT | Help 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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William H Champlin III | Trustee | 1 | $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
Browse active grant opportunities in Mcdonald Family Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Cigna Group Foundation
PHILADELPHIA, PA
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
Hartford Foundation for Public Giving
HARTFORD, CT
Assets
$1.2B
Grants
613
Total Given
$51.5M
Farmington Bank Community
NEW BRITAIN, CT
Assets
—
Grants
86
Total Given
$614K
Aetna Foundation Inc
HARTFORD, CT
Assets
$16.6M
Grants
65
Total Given
$7.2M
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
J Walton Bissell Foundation Inc
WEST HARFORD, CT
Assets
$19.9M
Grants
85
Total Given
$1.1M
Clsj Foundation Inc
WEST HARTFORD, CT
Assets
$399K
Grants
73
Total Given
$83K
The Maximilian E and Marion O Hoffman
WEST HARTFORD, CT
Assets
$45.8M
Grants
54
Total Given
$2.1M
Liberty Bank Foundation Inc
MIDDLETOWN, CT
Assets
$43.1M
Grants
153
Total Given
$2.1M
The William and Alice Mortensen
WEST HARTFORD, CT
Assets
$9.6M
Grants
53
Total Given
$696K
United Way Inc
HARTFORD, CT
Assets
$21.9M
Grants
51
Total Given
$2.8M
Sbm Charitable Foundation Inc
MANCHESTER, CT
Assets
$38.0M
Grants
83
Total Given
$1.5M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Mcdonald Family Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities