Phyllis D & Franklin P Mcdonald Fdn

Foundation · Grantmaker MOBILE, AL EIN: 23-7102015

Phyllis D & Franklin P Mcdonald Fdn is a private foundation, based in MOBILE, AL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $170K. Net investment income was $12K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$170K

+1728.2% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$170K

+3556.4% YoY

Under IRS private-foundation payout rules, Phyllis D & Franklin P Mcdonald Fdn reported a distributable amount of $3K for 2023 — the minimum it must pay out in qualifying distributions.

About Phyllis D & Franklin P Mcdonald Fdn

Based on IRS filings

Phyllis D & Franklin P Mcdonald Fdn is a private foundation, based in MOBILE, AL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grants totaling $170K. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Mobile

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$97K$146K$194K2020202120222023
Metric202320222021
Total Assets$157,770$155,237
Revenue$18,655$16,861$10,815
Expenses$176,425$14,328$13,482
Qualifying Distributions$170,057$9,302
Net Investment Income$12,423$11,945$6,051
Distributable Amount$3,485$10,059$9,303

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$85K$128K$170K2 grants20202 grants20212 grants20221 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2023

UNITED WAY OF SOUTHWEST …$170K

Grant Size Distribution

7 grants across all recorded years

6<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include United Way of Southwest Alabama ($170,057).

RecipientPurposeAmount
UNITED WAY OF SOUTHWEST ALABAMA MOBILE, ALEDUCATION$170,057

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

REGIONS BANK TRUST D…TRUSTEE$1K

From 2023 filing

NameTitleHoursCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE10$1,321
TK JACKSONDISTRIBUTION COMMITTEE
JOHN C JOHNSONDISTRIBUTION COMMITTEE
MITCHELL SHACKLEFORDDISTRIBUTION COMMITTEE

Frequently Asked Questions

Where does Phyllis D & Franklin P Mcdonald Fdn operate?

Phyllis D & Franklin P Mcdonald Fdn has awarded grants in Alabama.

What size grants does Phyllis D & Franklin P Mcdonald Fdn award?

In 2023, Phyllis D & Franklin P Mcdonald Fdn awarded 1 grants totaling $170K — an average of about $170K per grant, based on its IRS Form 990 filings.

How much is Phyllis D & Franklin P Mcdonald Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Phyllis D & Franklin P Mcdonald Fdn reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Phyllis D & Franklin P Mcdonald Fdn's EIN?

Phyllis D & Franklin P Mcdonald Fdn's EIN (Employer Identification Number) is 23-7102015. IRS Form 990 filing data is available on this page for 2020–2023.

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

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