The Jim & Paula McDonald Charitable Trus
The Jim & Paula McDonald Charitable Trus is a private foundation, based in Duluth, GA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $12.0M in total assets. In 2025, it awarded 4 grants totaling $1.3M. Net investment income was $2.0M.
The Jim & Paula McDonald Charitable Trus at a glance
In short: The Jim & Paula McDonald Charitable Trus gave $1.3M across 4 grants in 2025 (avg $325K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,300,000
- +19.1% vs 2024
- Grants made (2025)
- 4
- -42.9% vs 2024
- Average grant
- $325,000
- +108.4% vs 2024
- Median grant
- $200,000
- Total assets
- $12,022,252
- +31.6% vs 2024
- Primary geography
- Massachusetts (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Jim & Paula McDonald Charitable Trus funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Boston Children's Hospital Trust ($875K). Together the top 4 received $1.3M.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 31 grants of 44 (70%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Jim & Paula McDonald Charitable Trus gives
- Giving grew 52% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $856K (2022) to $1.3M (2025). In 2025 it made 4 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boston Children's Hospital Trust Boston, MA | Unrestricted | $875,000 |
| Advocate Good Shepard Hospital Trust Barrington, IL | Unrestricted | $200,000 |
| St Xavier High School Cincinnati, OH | Unrestricted | $200,000 |
| University of Kentucky Lexington, KY | Unrestricted | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $12,022,252 | $5,782,439 | $1,662,642 | $1,300,000 | 4 | $1,451,565 | $2,031,819 | $1,474,562 |
| 2024 | $9,133,984 | $3,016,141 | $1,351,285 | $1,091,600 | 7 | $1,218,500 | $2,291,682 | $1,239,244 |
| 2023 | $7,748,385 | $1,082,278 | $1,217,709 | $990,200 | 6 | $1,101,963 | $339,529 | $1,090,508 |
| 2022 | $7,883,816 | $789,516 | $1,084,890 | $856,350 | 12 | $968,660 | $282,118 | $1,049,773 |
| 2021 | $8,179,190 | $693,921 | $1,348,816 | $1,118,250 | 15 | $1,231,240 | $280,811 | $1,102,783 |
| 2020 | $8,834,085 | $1,619,742 | $1,050,620 | $867,801 | 14 | — | $258,017 | $886,239 |
| 2019 | $8,810,876 | $1,923,745 | $1,030,016 | $856,638 | 16 | — | $270,444 | $816,201 |
Under IRS private-foundation payout rules, The Jim & Paula McDonald Charitable Trus reported a distributable amount of $1.5M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jim & Paula McDonald Charitable Trus's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Ashley M. Taylor
Director
On filings since 2019
7 hrs/week
$170K (2019) → $299K (2025)
James F. McDonald
Trustee
On filings since 2019
1 hr/week
No compensation reported
Paula S. McDonald
Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 $299K, to Ashley Taylor (Director).
Frequently asked questions about The Jim & Paula McDonald Charitable Trus
How much does The Jim & Paula McDonald Charitable Trus give each year?
The Jim & Paula McDonald Charitable Trus gave $1.3M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 7 grants.
What is The Jim & Paula McDonald Charitable Trus's typical grant size?
The Jim & Paula McDonald Charitable Trus's median grant in 2025 was $200,000, and its average grant was $325,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Jim & Paula McDonald Charitable Trus give grants?
The Jim & Paula McDonald Charitable Trus gives mostly in Massachusetts: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (15%) and Ohio (15%).
Does The Jim & Paula McDonald Charitable Trus give general operating support?
Yes: 100% of The Jim & Paula McDonald Charitable Trus's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Jim & Paula McDonald Charitable Trus?
The Jim & Paula McDonald Charitable Trus reported $12.0M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.5M (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 is The Jim & Paula McDonald Charitable Trus's EIN?
The Jim & Paula McDonald Charitable Trus's EIN (Employer Identification Number) is 58-6429849. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 26, 2024)
Live grants for the work The Jim & Paula McDonald Charitable Trus funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Jim & Paula McDonald Charitable Trus's focus areas in our free grants database
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