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Nonprofit · EIN 58-6429849

JIM & PAULA MCDONALD CHARITABLE TR 12152000

Also known as MCDONALD JAMES F TTEE

Tax-exempt · DULUTH, GA 30097

Financials

$1.1M$1.2M2023$3M$1.4M2024$5.8M$1.7M2025
Revenue Expenses · by fiscal year end
Financials of JIM & PAULA MCDONALD CHARITABLE TR 12152000 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,782,439$1,662,642$4,119,797$12,022,252$0$12,022,252
December 31, 2024990-PF$3,016,141$1,351,285$1,664,856$9,133,984$0$9,133,984
December 31, 2023990-PF$1,082,278$1,217,709-$135,431$7,748,385$0$7,748,385
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,599,055
Dividends
$442,724
Interest
$144,319
Net gain from sales of assets
$1,596,341

Expenses

Grants and similar amounts paid
$1,300,000
Compensation of officers, directors and key employees
$299,133
Disbursements for charitable purposes
$1,451,565
Excise tax on investment income
$28,242

Balance sheet and other

Total assets, start of year
$9,133,984
Total assets, end of year
$12,022,252
Total liabilities, end of year
$0
Net assets, end of year
$12,022,252
Fair market value of assets
$33,475,916
Qualifying distributions
$1,451,565
Net investment income
$2,183,384

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ASHLEY TAYLOR
2875 DARLINGTON POINTE, DULUTH, GA 30097
DIRECTOR7$299,133
JAMES F MCDONALD
4101 GULFSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
TRUSTEE1$0
PAULA S MCDONALD
4101 GULFSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ASHLEY M TAYLOR
2875 DARLINGTON POINTE, DULUTH, GA 30097
DIRECTOR7$250,000
JAMES F MCDONALD
4101 GULFHSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
TRUSTEE1$0
PAULA S MCDONALD
4101 GULFHSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ASHLEY M TAYLOR
2875 DARLINGTON POINTE, DULUTH, GA 30097
DIRECTOR7$220,225
JAMES F MCDONALD
4101 GULFHSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
TRUSTEE1$0
PAULA S MCDONALD
4101 GULFHSHORE BLVD N 8 SOUTH, NAPLES, FL 34103
DIRECTOR1$0

Address and contacts

Address (IRS master file)
2875 DARLINGTON POINTE, DULUTH, GA 30097-4318
In care of
% JAMES F MCDONALD
Signed the 990-PF
ASHLEY TAYLOR, DIRECTOR
Phone
(770) 905-7744
Return prepared by
ANDERSEN TAX LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6429849
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,022,252
Income (IRS master file)
$7,401,851

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,782,439$1,662,642$12,022,252IRS
990-PFDecember 2024$3,016,141$1,351,285$9,133,984IRS
990-PFDecember 2023$1,082,278$1,217,709$7,748,385XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 58-6429849).

Questions about JIM & PAULA MCDONALD CHARITABLE TR 12152000

What is the EIN of JIM & PAULA MCDONALD CHARITABLE TR 12152000?
The employer identification number (EIN) of JIM & PAULA MCDONALD CHARITABLE TR 12152000 is 58-6429849.
Is JIM & PAULA MCDONALD CHARITABLE TR 12152000 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to JIM & PAULA MCDONALD CHARITABLE TR 12152000 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JIM & PAULA MCDONALD CHARITABLE TR 12152000 file?
Form 990-PF. Private foundations file every year.
When is the next return of JIM & PAULA MCDONALD CHARITABLE TR 12152000 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JIM & PAULA MCDONALD CHARITABLE TR 12152000 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JIM & PAULA MCDONALD CHARITABLE TR 12152000?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $299,133 (ASHLEY TAYLOR, DIRECTOR).
How much revenue does JIM & PAULA MCDONALD CHARITABLE TR 12152000 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,782,439, expenses of $1,662,642 and total assets of $12,022,252 at year end.

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