2025-10-14T14:23:29-04:00 2024-12-31 581394226 Respess and Respess PC 37 Allens Alley Raton NM 87740 990PF 2024-01-01 477253754 The Grant McDonald Foundation % Joseph A McDonald GRAN 8032765341 2003 Harper St Newberry SC 29108 JOSEPH A MCDONALD President 8032765341 2025-10-01 true true ANDREW RESPESS P00386593 5757769858 2025-10-14 2024 2025-03-06 01:10:19Z X 1162052 X 3613 X 44376 44376 26082 321390 74071 44376 21892 21892 21892 21892 0 105000 105000 126892 21892 105000 -52821 22484 0 31081 13585 13585 1126321 1090996 1148467 1157402 1104581 1162052 0 0 X 1157402 1104581 1157402 1104581 1157402 1104581 1157402 -52821 1104581 1104581 313 0 313 0 313 313 false false false false false false false true true SC true false false false false true JOSEPH A MCDONALD 8032765341 2003 Harper St Newberry SC 29108 false false false false false false true 2023 false false false false false false false false false false false false Joseph A McDonald 2003 Harper St Newberry SC 29108 Trustee 0.00 0 0 0 Mary G McDonald 2003 Harper St Newberry SC 29108 Trustee 0.00 0 0 0 NONE 0 NONE 0 2037763 12810 0 2050573 0 0 2050573 30759 2019814 100991 100991 313 313 100678 100678 100678 105000 105000 100678 105000 100678 4322 4322 0 4322 4322 X Building Thriving Communities PO Box 321 Newberry SC 29108 none PC Local community support 5000 Central SC Habitat for Humanity 209 S Sumter St Columbia SC 292014558 none PC Local community support 5500 Create Newberry Inc PO Box 292 Newberry SC 29108 none PC Arts training and education 5000 Evangelical Lutheran Church 161 North Clark St Chicago IL 60601 none PC Food and groceries for children 8500 ETV Endowment of S Carolina 401 E Kennedy St Spartanburg SC 29302 none PC Support of educational TV 8000 Harvest Hope Food Bank 2220 Shop Rd Columbia SC 29201 none PC Support for hungry families 8000 Lutheran Services Carolinas 1416 S Martin Luther King Jr Ave Salisbury NC 28145 none PC Support of family services 6000 Newberry County Literary Council 1120 Caldwell St Newberry SC 29108 none PC Support of literary programs 5000 Newberry County Family YMCA 8220 Jollystreet Rd Newberry SC 29108 none PC Support family and community activities 6000 Newberry Opera House 1201 McKibben St Newberry SC 29108 none PC Support historic public facility 20000 Sistercare 110 E Dekalb St Camden SC 29020 none PC Support emergency shelter for children 6000 Univ of Georgia Foundation 1 Press Place Athens GA 30602 none PC Support of public university 8000 Living Hope Foundation 2639 Wilson Rd Newberry SC 29108 none PC Support for hunger counseling education 6000 St Nicholas Orthodox Academy 543 Cherokee Ave Atlanta GA 30312 none PC Educational institution 8000 105000 0 14 44376 44376 44376 false false false false false false false false false false 110 ABRDN Platinum ETF 2020-06 purch 2024-03 MARKET 9493 8411 0 1082 0 115 American Tower REIT 2016-02 purch 2024-03 MARKET 23203 10006 0 13197 0 57 American Tower REIT 2016-12 purch 2024-03 MARKET 11501 6061 0 5440 0 120 Cheniere Energy 2022-09 purch 2024-03 MARKET 18890 20368 0 -1478 0 187 Eversource Energy 2016-02 purch 2024-03 MARKET 10999 9996 0 1003 0 168 Realty Income Corp REIT 2016-02 purch 2024-03 MARKET 8780 8954 0 -174 0 84 Realty Income Corp REIT 2016-12 purch 2024-03 MARKET 4390 4334 0 56 0 383 Wisdomtree FLTG Rate ETF 2022-06 purch 2024-03 MARKET 18290 18268 0 22 0 9136 Wisdomtree FLTG Rate ETF 2022-09 purch 2024-03 MARKET 46001 45953 0 48 0 71 Xcel Energy 2016-02 purch 2024-03 MARKET 3674 2751 0 923 0 129 Xcel Energy 2016-12 purch 2024-03 MARKET 6675 5282 0 1393 0 100 Advance Micro Devices 2024-03 purch 2024-08 MARKET 13186 19458 0 -6272 0 71 VISA Class A 2024-03 purch 2024-08 MARKET 18350 20207 0 -1857 0 182 Polaris 2016-12 purch 2024-08 MARKET 14558 14907 0 -349 0 300 Invesco Ultgra Sht ETF 2024-08 purch 2024-09 MARKET 15070 15038 0 32 0 300 First Trust ETF 2024-08 purch 2024-11 MARKET 13099 13398 0 -299 0 700 First Trust ETF 2024-03 purch 2024-11 MARKET 30698 30642 0 56 0 250 Brown-Forman 2016-02 purch 2024-11 MARKET 10871 9985 0 886 0 69 First Tr Fd VII ETF 2024-03 purch 2024-12 MARKET 3033 3020 0 13 0 201 IShares S&P GSCI ETF 2021-12 purch 2024-12 MARKET 4256 3325 0 931 0 172 Nike Cl B 2016-02 purch 2024-12 MARKET 13457 9972 0 3485 0 88 Nike Cl B 2016-12 purch 2024-12 MARKET 6885 4491 0 2394 0 100 Pepsico 2016-12 purch 2024-12 MARKET 16031 10481 0 5550 0 Stocks and ETFs 935996 1052001 Mutual Funds 155000 96466 Inv advisory fees 21892 21892 0 0