2024-11-14T12:19:20-06:00 2023-12-31 920460586 PWC US TAX LLP 405 HOWARD ST STE 600 SAN FRANCISCO CA 941052674 990PF 2023-01-01 464310945 JOHN AND LINDA MACDONALD FOUNDATION JOHN 9256401008 80875 VIA PORTOFINO LA QUINTA CA 92253 JOHN MACDONALD PRESIDENT 9256401008 2024-11-11 1 0 JAE CLARKE P01341592 4154985000 2023 2024-10-15 13:58:12Z X 15375396 X 215377 4133 4133 278123 269658 486682 558577 486682 1940 1940 986255 762413 0 0 0 20000 10000 10000 80738 80500 239 4821 4821 0 7322 7322 0 112881 102643 10239 745000 745000 857881 102643 755239 128374 659770 -7930 343197 310212 445643 5041453 3220425 5219313 7037821 6283176 5736658 443111 3025726 3963070 7829 10712 10712 12865481 12850251 15375396 130536 0 130536 X 12865481 12719715 12865481 12719715 12865481 12850251 12865481 128374 0 12993855 274140 12719715 CHARLES SCHWAB #2319 P 2023-01-01 2023-12-31 335 -335 -335 CHARLES SCHWAB #2319 P 2022-01-01 2023-12-31 3786 -3786 -3786 CHARLES SCHWAB #3205 P 2023-01-01 2023-12-31 75852 75852 75852 CHARLES SCHWAB #3205 P 2022-01-01 2023-12-31 440848 440848 440848 CHARLES SCHWAB #4735 P 2023-01-01 2023-12-31 5650 -5650 -5650 CHARLES SCHWAB #4735 P 2022-01-01 2023-12-31 41167 41167 41167 CHARLES SCHWAB #8043 P 2023-01-01 2023-12-31 1263 -1263 -1263 CHARLES SCHWAB #8043 P 2022-01-01 2023-12-31 58745 -58745 -58745 JORDAN PARK ACCESS SOLUTIONS 2018 - LONG TERM P 2022-01-01 2023-12-31 2116 -2116 -2116 JORDAN PARK ACCESS SOLUTIONS 2018 - SHORT TERM P 2023-01-01 2023-12-31 544 544 544 JORDAN PARK ACCESS SOLUTIONS 2018 - 1231 GAIN P 2023-01-01 2023-12-31 117 117 117 CHARLES SCHWAB UNDISTRIBUTED LONG TERM GAIN P 2022-01-01 2023-12-31 49 49 49 486682 9171 0 9171 0 9171 10712 0 5000 0 15712 0 6541 6541 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A LINDA M MACDONALD 4154985000 80875 VIA PORTOFINO LA QUINTA CA 92253 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A MACDONALD 80875 VIA PORTOFINO LA QUINTA CA 92253 PRESIDENT 0.00 0 0 0 KATHRYN J MACDONALD 80875 VIA PORTOFINO LA QUINTA CA 92253 SECRETARY 0.00 0 0 0 LINDA M MACDONALD 80875 VIA PORTOFINO LA QUINTA CA 92253 VICE PRESIDENT, TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 10757462 105351 3963070 14825883 0 0 14825883 222388 14603495 730175 730175 9171 9171 721004 0 721004 0 721004 755239 0 755239 721004 487389 0 0 755239 487389 0 0 267850 0 0 0 0 0 0 0 0 453154 0 0 0 X BOYS AND GIRLS CLUB OF COACHELLA VALLEY 42-600 COOK ST 120 PALM DESERT CA 92211 NONE PC THE BOYS AND GIRLS CLUB OF COACHELLA VALLEY IS TO SAVE AND ENHANCE THE LIVES OF THE YOUNG PEOPLE OF OUR COMMUNITY. IT PROVIDES HOPE AND OPPORTUNITY TO EVERY YOUNG PERSON WITHIN OUR REACH SO THEY CAN ACHIEVE THEIR FULL POTENTIAL. 10000 BREAST CANCER RESEARCH FOUNDATION 60 E 56TH ST 8TH FLOOR NEW YORK NY 10022 NONE PC THE BREAST CANCER RESEARCH FOUNDATION IS A NONPROFIT ORGANIZATION COMMITTED TO ACHIEVING PREVENTION AND A CURE FOR BREAST CANCER. THEY PROVIDE CRITICAL FUNDING FOR CANCER RESEARCH WORLDWIDE TO FUEL ADVANCES IN TUMOR BIOLOGY, GENETICS, PREVENTION, TREATMENT, METASTASIS AND SURVIVORSHIP. 25000 CF FOUNDATION 6931 ARLINGTON RD SUITE 200 BETHESDA MD 20817 NONE PC THE MISSION OF THE CYSTIC FIBROSIS FOUNDATION IS TO CURE CYSTIC FIBROSIS AND TO PROVIDE ALL PEOPLE WITH THE DISEASE THE OPPORTUNITY TO LEAD FULL, PRODUCTIVE LIVES BY FUNDING RESEARCH AND DRUG DEVELOPMENT, PROMOTING INDIVIDUALIZED TREATMENT, AND ENSURING ACCESS TO HIGH-QUALITY, SPECIALIZED CARE. 80000 DOCTORS WITHOUT BORDERS USA 333 7TH AVE FLOOR 2 NEW YORK NY 10001 NONE PC DOCTORS WITHOUT BORDERS/MDECINS SANS FRONTIRES (MSF) HELPS PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS, OR EXCLUSION FROM HEALTH CARE. 50000 EDIBLE SCHOOLYARD PROJECT - BERKELEY (2016) 1517 SHATTUCK AVENUE BERKELEY CA 94709 NONE PC EDIBLE SCHOOLYARD BERKELEY ENVISION GARDENS AND KITCHENS AS INTERACTIVE CLASSROOMS AND A SUSTAINABLE, DELICIOUS, AND FREE LUNCH FOR EVERY STUDENT. 10000 ENGINEERS WITHOUT BORDERS USA SUITE 210 103133RD ST DENVER CO 80204 NONE PC ENGINEERS WITHOUT BORDERS USA BUILDS A BETTER WORLD THROUGH ENGINEERING PROJECTS THAT EMPOWER COMMUNITIES TO MEET THEIR BASIC HUMAN NEEDS AND EQUIP LEADERS TO SOLVE THE WORLD'S MOST PRESSING CHALLENGES. THEIR 16,800 MEMBERS WORK WITH COMMUNITIES TO FIND APPROPRIATE SOLUTIONS FOR WATER SUPPLY, SANITATION, ENERGY, AGRICULTURE, CIVIL WORKS AND STRUCTURES. 40000 FISHER HOUSE FOUNDATION INC 111 ROCKVILLE PIKE SUITE 420 ROCKVILLE MARYLAND MD 20850 NONE PC FISHER HOUSE FOUNDATION IS BEST KNOWN FOR A NETWORK OF COMFORT HOMES WHERE MILITARY AND VETERANS' FAMILIES CAN STAY AT NO COST WHILE A LOVED ONE IS RECEIVING TREATMENT. FISHER HOUSE FOUNDATION ALSO OPERATES THE HERO MILES PROGRAM, USING DONATED FREQUENT FLYER MILES TO BRING FAMILY MEMBERS TO THE BEDSIDE OF INJURED SERVICE MEMBERS AS WELL AS THE HOTELS FOR HEROES PROGRAM USING DONATED HOTEL POINTS TO ALLOW FAMILY MEMBERS TO STAY AT HOTELS NEAR MEDICAL CENTERS WITHOUT CHARGE. 50000 MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 101634777 NONE PC THE MICHAEL J. FOX FOUNDATION IS DEDICATED TO FINDING A CURE FOR PARKINSON'S DISEASE THROUGH AN AGGRESSIVELY FUNDED RESEARCH AGENDA AND TO ENSURING THE DEVELOPMENT OF IMPROVED THERAPIES FOR THOSE LIVING WITH PARKINSON'S TODAY. 100000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE PC PLANNED PARENTHOOD IS AMERICA'S MOST TRUSTED PROVIDER OF REPRODUCTIVE HEALTH CARE. THE SKILLED HEALTH CARE PROFESSIONALS ARE DEDICATED TO OFFERING MEN, WOMEN, AND TEENS HIGH-QUALITY, AFFORDABLE MEDICAL CARE. ONE IN FIVE AMERICAN WOMEN HAS CHOSEN PLANNED PARENTHOOD FOR HEALTH CARE AT LEAST ONCE IN HER LIFE. 100000 PROSTATE CANCER FOUNDATION 1250 FOURTH ST SANTA MONICA CA 90401 NONE PC "THE PROSTATE CANCER FOUNDATION (PCF) IS THE WORLD'S LEADING PHILANTHROPIC ORGANIZATION FUNDING AND ACCELERATING PROSTATE CANCER RESEARCH. THE PCF GLOBAL RESEARCH ENTERPRISE NOW EXTENDS TO 19 COUNTRIES. PCF ADVOCATES FOR GREATER AWARENESS OF PROSTATE CANCER AND MORE EFFICIENT INVESTMENT OF GOVERNMENTAL RESEARCH FUNDS FOR TRANSFORMATIONAL CANCER RESEARCH. ITS EFFORTS HAVE HELPED PRODUCE A 20-FOLD INCREASE IN GOVERNMENT FUNDING FOR PROSTATE CANCER. 25000 SEEDS OF PEACE 370 LEXINGTON AVENUE SUITE 1201 NEW YORK NY 10017 NONE PC SEEDS OF PEACE AIMS TO AMPLIFY THE VOICES OF ITS GRADUATES. AS SUCH, SEEDS OF PEACE PUTS FORWARD THE CHARTER ON UPROOTING HATRED AND TERROR, CO-AUTHORED BY MORE THAN 120 SEEDS FROM THE MIDDLE EAST, SOUTH ASIA, THE BALKANS, CYPRUS AND THE UNITED STATES, AS THE BEST REFLECTION OF THEIR SHARED PRINCIPLES. 100000 STJUDE'S CHILDRENS RESEARCH HOSPITAL 311 CALIFORNIA STREET SUITE 650 SAN FRANCISCO CA 94105 NONE PC ST. JUDE IS LEADING THE WAY THE WORLD UNDERSTANDS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES. 25000 TEAM RUBICON 6171 CENTURY BLVD SUITE 310 LOS ANGELES CA 90045 NONE PC TEAM RUBICON'S PRIMARY MISSION IS PROVIDING DISASTER RELIEF TO THOSE AFFECTED BY NATURAL DISASTERS, BE THEY DOMESTIC OR INTERNATIONAL. BY PAIRING THE SKILLS AND EXPERIENCES OF MILITARY VETERANS WITH FIRST RESPONDERS, MEDICAL PROFESSIONALS, AND TECHNOLOGY SOLUTIONS, TEAM RUBICON AIMS TO PROVIDE THE GREATEST SERVICE AND IMPACT POSSIBLE. 40000 THE CANCER LEAGUE - PIEDMONT 401 HIGHLAND AVE PIEDMONT CA 94611 NONE PC THE MISSION OF THE CANCER LEAGUE, INC. IS TO RAISE FUNDS FOR ACCREDITED NON-PROFIT ORGANIZATIONS DEDICATED TO THE FIGHT AGAINST CANCER THAT FOCUS ON RESEARCH, EARLY DETECTION, EDUCATION AND PATIENT CARE. 10000 US FOUNDATION - QUEEN'S UNIVERSITY 5614 CONNECTICUT AVE NW BOX 130 WASHINGTON DC 200152604 NONE PC THE US FOUNDATION FOR QUEEN'S UNIVERSITY AT KINGSTON IS A RECOGNIZED 501 (C) (3) "TAX-EXEMPT ORGANIZATION AND WAS CREATED IN 1995 SPECIFICALLY TO BENEFIT SUPPORTERS OF THE UNIVERSITY WHO ARE RESIDENTS OF THE UNITED STATES. TODAY, ORGANIZATIONS AND INDIVIDUALS LIVING IN THE UNITED STATES CAN HELP THE UNIVERSITY FULFILL ITS MISSION WITH A CHARITABLE GIFT AND QUALIFY FOR AN INCOME TAX DEDUCTION. 80000 745000 0 14 157705 14 278095 14 127 18 488137 0 924064 0 924064 7 OTHER INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND LINDA MACDONALD 80875 VIA PORTOFINO LA QUINTA CA 92253 215377 X 1 SECURITY SYMBOL MSFT, 150 SHARES 55626 2023-12-18 1 SECURITY SYMBOL NVDA, 192 SHARES 95600 2023-12-18 1 SECURITY SYMBOL AVGO, 43 SHARES 48815 2023-12-18 1 SECURITY SYMBOL URI, 14 SHARES 7979 2023-12-18 1 SECURITY SYMBOL OKE, 107 SHARES 7357 2023-12-18 PWC TAX PROFESSIONAL FEE 20000 10000 10000 CHARLES SCHWAB PORTFOLIO 6283176 5736658 CHARLES SCHWAB PORTFOLIO 3220425 5219313 310212 445643 0 0 OTHER ASSETS AT COST 3025726 3963070 TAX REFUND RECEIVABLE 7829 10712 10712 UNREALIZED GAIN/LOSS ADJUSTMENT 274140 JORDAN PARK ACCESS SOLUTIONS - PRIVATE ASSETS 7151 7151 0 VINTAGE VII AIV OFFSHORE SCSP 143 143 0 JORDAN PARK ACCESS SOLUTIONS - EMPOWERMENT ZONE EMPLOYMENT CREDIT 8 8 0 JORDAN PARK ACCESS SOLUTIONS - CREDIT FOR EMPLOYER SOCIAL SECURITY AND MEDIC 20 20 0 OTHER INCOME 1940 1940 1940 PFIC FROM 8621 -28 -28 -28 MANAGEMENT FEES - CHARLES SCHWAB #3205 2020 2020 0 MANAGEMENT FEES - CHARLES SCHWAB #4735 156 156 0 MANAGEMENT FEES - CHARLES SCHWAB #2319 584 584 0 MANAGEMENT FEES - CHARLES SCHWAB #700 73189 73189 0 MANAGEMENT FEES - CHARLES SCHWAB #8043 4336 4098 239 MANAGEMENT FEES - JORDAN PARK ACCESS SOLUTIONS 2018 453 453 0 CHARLES SCHWAB #4735 1381 1381 0 CHARLES SCHWAB #4595 3432 3432 0 JPAS PE 2018 A LP K-1 - FOREIGN TAXES PAID 3 3 0 CHARLES SCHWAB #3205 - FOREIGN TAXES PAID 5 5 0