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Nonprofit · EIN 31-6629597

H MALCOLM MACDONALD CHARITABLE TR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$700K$677K2023$1.2M$678K2024
Revenue Expenses · by fiscal year end
Financials of H MALCOLM MACDONALD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,206,869$677,937$528,932$16,362,256$0$16,362,256
December 31, 2023990$700,427$677,237$23,190$15,836,173$0$15,836,173
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,206,869
Net gain from sales of assets
$812,541
Other revenue
$0

Expenses

Grants and similar amounts paid
$526,872
Compensation of officers, directors and key employees
$147,962
Salaries, compensation and benefits (total)
$147,962
Professional fundraising fees
$0
Program services (functional)
$615,649
Management and general (functional)
$62,288

Balance sheet and other

Total assets, start of year
$15,836,173
Total assets, end of year
$16,362,256
Total liabilities, end of year
$0
Net assets, end of year
$16,362,256
Publicly traded securities
$16,084,422
Gross receipts
$12,340,541
Employees
0
Year formed
1995
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
2$147,962
JOE R LONGTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BANK OF AMERICA NATRUSTEE
Institutional trustee
2$120,086
JOE R LONGTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA TTEE
Principal officer (990 for 2024)
BANK OF AMERICA NA, PO BOX 1532, PENNINGTON, NJ 08534
Signed the 990
BANK OF AMERICA N A, TRUSTEE
Phone
(212) 852-3049
Return prepared by
PWC US TAX LLP

Mission

DISTRIBUTE INCOME OF TRUST TO CHARITIES DESIGNATED UNDER MR. H. MALCOLM MACDONALD'S WILL.

990 for the year ended December 31, 2024

Program accomplishments

  • DISTRIBUTION OF INCOME OF TRUST TO PUBLIC CHARITIES AS SET OUT IN THE WILL OF H. MALCOLM MACDONALD
    Expenses $526,872 · grants $526,872

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-6629597
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B120)
Assets (IRS master file)
$16,362,256
Income (IRS master file)
$12,340,541

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,206,869$677,937$16,362,256IRS
990December 2023$700,427$677,237$15,836,173XML
990December 2022-$154,885$839,884$15,814,473IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6629597).

Questions about H MALCOLM MACDONALD CHARITABLE TR

What is the EIN of H MALCOLM MACDONALD CHARITABLE TR?
The employer identification number (EIN) of H MALCOLM MACDONALD CHARITABLE TR is 31-6629597.
Is H MALCOLM MACDONALD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to H MALCOLM MACDONALD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does H MALCOLM MACDONALD CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of H MALCOLM MACDONALD CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did H MALCOLM MACDONALD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of H MALCOLM MACDONALD CHARITABLE TR?
The 990 for the year ended December 31, 2024 names BANK OF AMERICA NA.
Who are the officers and directors of H MALCOLM MACDONALD CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $147,962 (BANK OF AMERICA NA, TRUSTEE).
How much revenue does H MALCOLM MACDONALD CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,206,869, expenses of $677,937 and total assets of $16,362,256 at year end.

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