2024-05-13T18:42:11-05:00 2023-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990PF 2023-01-01 352312036 MCDONALD FAMILY FOUNDATION C/O FARMERS & MERCHANTS TRUST COMPANY MCDO 5624370011 PO BOX 891 LONG BEACH CA 90801 FARMERS MERCHANTS TRUST CO PRESIDENT 5624370011 2024-05-08 1 FARMERS MERCHANTS TRUST CO 999009999 1 KEVIN H WIEST CPA P00037191 9498529433 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15290159 X X 512450 512450 146127 6463234 146127 658577 658577 0 0 0 5460 5460 0 3900 3900 0 149480 149480 0 6191 6091 100 4948 4948 0 169979 169879 100 739000 739000 908979 169879 739100 -250402 488698 1019500 954354 954354 4706077 4203263 8567860 5406628 5703001 5723126 23407 44819 44819 11155612 10905437 15290159 0 0 X 0 0 0 0 11155612 10905437 11155612 10905437 11155612 10905437 11155612 -250402 227 10905437 0 10905437 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 3797900 4078359 -280459 -280459 PUBLICLY TRADED SECURITIES 2007-12-10 2023-12-31 2653856 2238748 415108 415108 CAPITAL GAINS DIVIDENDS P 11478 11478 11478 146127 6793 0 6793 0 6793 8892 0 0 0 8892 0 2099 2099 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A FARMERS MERCHANTS TRUST CO 5624370011 302 PINE AVENUE LONG BEACH CA 90802 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN TIBER 302 PINE AVENUE LONG BEACH CA 90802 DIRECTOR, PRESIDENT & CFO 1.00 0 0 0 FR PASCAL NGUYEN 302 PINE AVENUE LONG BEACH CA 90802 DIRECTOR, VICE PRESIDENT 1.00 0 0 0 LORAINE WAESTMAN 302 PINE AVENUE LONG BEACH CA 90802 DIRECTOR, SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 13848902 1092400 0 14941302 0 0 14941302 224120 14717182 735859 735859 6793 6793 729066 0 729066 0 729066 739100 0 739100 729066 0 0 9324 9324 739100 0 0 0 729066 10034 0 0 19358 0 0 0 0 0 0 0 19358 9324 10034 X AMERICANS UNITED FOR LIFE 310 S PEORIA ST STE 500 CHICAGO IL 606073534 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 BELLARMINE COLLEGE PREPARATORY 960 W HEDDING STREET SAN JOSE CA 95126 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 BRIDGE TRUST 3101 W HILLSIDE PL DENVER CO 80219 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 CASA TERESA INC 123 W MAPLE STREET ORANGE CA 92856 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 CATHOLIC MEDICAL MISSION BOARD INC 100 WALL STREET NEW YORK CA 10005 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 CATHOLIC RELIEF SERVICES - USCCB 228 W LEXINGTON STREET BALTIMORE MD 212013413 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 COVENANT HOUSE CALIFORNIA 1325 NORTH WESTERN AVE HOLLYWOOD CA 900275615 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 EDMUNDITE MISSIONS PO BOX 490 SELMA AL 367020490 PC SUPPORT & FACILITATE CHARITABLE WORKS 6000 FISHER HOUSE OF SOUTHERN CALIFORNIA 400 W OCEAN BLVD SUITE 2403 LONG BEACH CA 90802 PC SUPPORT & FACILITATE CHARITABLE WORKS 6000 GUIDE DOGS FOR THE BLIND INC 350 LOS RANCHITOS RD SAN RAFAEL CA 94903 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 HANNA BOYS CENTER 17000 ARNOLD DR PO BOX 100 SONOMA CA 95476 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 JESUITS WEST PROVINCE PO BOX 86010 PORTLAND OR 972860010 PC SUPPORT & FACILITATE CHARITABLE WORKS 100000 JSERRA CATHOLIC HIGH SCHOOL 26351 JUNIPERO SERRA RD SAN JUAN CAPISTRANO CA 92675 PC SUPPORT & FACILITATE CHARITABLE WORKS 20000 LAURA'S HOUSE 33 JOURNEY SUITE 150 ALISO VIEJO CA 92656 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 MAGIS INSTITUTE 13280 CHAPMAN AVENUE GARDEN GROVE CA 92840 PC SUPPORT & FACILITATE CHARITABLE WORKS 6000 MATER DEI HIGH SCHOOL 1202 EDINGER AVE SANTA ANA CA 92707 PC SUPPORT & FACILITATE CHARITABLE WORKS 20000 MISSIONHURST-CICM 4651 NORTH 25TH STREET ARLINGTON VA 22207 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 NAPA INSTITUTE 2532 DUPONT DR 1524 IRVINE CA 92612 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 NATIONAL RIGHT TO LIFE COMMITTEE EDUCATIONAL TRUST 512 10TH STREET NW WASHINGTON DC 20004 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 NPH USA 134 NORTH LA SALLE STREET STE 500 CHICAGO IL 60602 PC SUPPORT & FACILITATE CHARITABLE WORKS 36000 OBLATE MISSIONS 323 OBLATE DRIVE SAN ANTONIO TX 78216 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 SALESIAN MISSIONS INC 2 LEFEVRE LANE PO BOX 30 NEW ROCHELLE NY 10802 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 SANTA TERESITA MEDICAL CENTER 819 BUENA VISTA STREET DUARTE CA 91010 PC SUPPORT & FACILITATE CHARITABLE WORKS 48000 SERVITE HIGH SCHOOL 1952 W LA PALMA AVE ANAHEIM CA 92801 PC SUPPORT & FACILITATE CHARITABLE WORKS 20000 SISTERS OF NAZARETH OF LOS ANGELES 3333 MANNING AVENUE LOS ANGELES CA 90064 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 SOCIETY OF MISSIONARIES OF AFRICA INC 1622 21ST STREET NW WASHINGTON DC 20009 PC SUPPORT & FACILITATE CHARITABLE WORKS 6000 ST ANTHONY HIGH SCHOOL 620 OLIVE AVE LONG BEACH CA 90802 PC SUPPORT & FACILITATE CHARITABLE WORKS 5000 ST JOHN BOSCO 13640 BELLFLOWER BLVD BELLFLOWER CA 90706 PC SUPPORT & FACILITATE CHARITABLE WORKS 20000 ST MICHAEL'S ABBEY AND SCHOOL 19292 EL TORO ROAD SILVERADO CA 92676 PC SUPPORT & FACILITATE CHARITABLE WORKS 30000 THOMAS AQUINAS COLLEGE 10000 N OJAI ROAD SANTA PAULA CA 93060 PC SUPPORT & FACILITATE CHARITABLE WORKS 48000 XAVIER SOCIETY FOR THE BLIND 154 E 23RD STREET NEW YORK NY 10010 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 ST FRANCIS HOME 1718 W 6TH ST SANTA ANA CA 92703 PC SUPPORT & FACILITATE CHARITABLE WORKS 24000 SPIRIT FILLED HEARTS MINISTRY 3943 IRVINE BLVD IRVINE CA 92602 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 ROSARY ACADEMY 1340 N ACACIA AVE FULLERTON CA 92831 PC SUPPORT & FACILITATE CHARITABLE WORKS 20000 SAINT JOHN VIANNEY CENTER 151 WOODBINE ROAD DOWNINGTOWN PA 19335 PC SUPPORT & FACILITATE CHARITABLE WORKS 12000 739000 0 14 512450 18 146127 0 658577 0 658577 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3900 3900 0 CORPORATE STOCK/EQUITIES - DETAIL AVAILABLE UPON REQUEST 4203263 8567860 FIXED INCOME SECURITIES - DETAIL AVAILABLE UPON REQUEST AT COST 5703000 5723125 OIL ROYALTY - DETAIL AVAILABLE UPON REQUEST AT COST 1 1 ATTORNEY FEES 5460 5460 0 DIVIDENDS RECEIVABLE 23407 44819 44819 CONVERSION EXPENSE 32 32 0 INSURANCE 4916 4916 0 BASIS ADJUSTMENT 227 ASSET MANAGEMENT FEES 149480 149480 0 FOREIGN TAX 6091 6091 0 REGISTRY OF CHARITABLE TRUSTS 100 0 100