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Nonprofit · EIN 72-1379238

PAUL AND BETTY MCDONALD FOUNDATION

Tax-exempt · SHREVEPORT, LA 71106

Financials

$53K$48K2023$82K$55K2024$88K$64K2025
Revenue Expenses · by fiscal year end
Financials of PAUL AND BETTY MCDONALD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$87,844$63,530$24,314$720,739$0$720,739
December 31, 2024990-PF$82,320$55,342$26,978$696,425$0$696,425
December 31, 2023990-PF$52,883$48,344$4,539$669,447$0$669,447
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,128
Net gain from sales of assets
$74,716

Expenses

Grants and similar amounts paid
$49,225
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50,530
Excise tax on investment income
$1,041

Balance sheet and other

Total assets, start of year
$696,425
Total assets, end of year
$720,739
Total liabilities, end of year
$0
Net assets, end of year
$720,739
Fair market value of assets
$1,143,901
Qualifying distributions
$50,530
Net investment income
$87,844

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
BETSY V BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
LEE GRAY BOZE
31 ARTHUR B HENNESEY, N FALMOUTH, MA 02556
TRUSTEE1$0
BROOX BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
GARRET VOGEL
4048 GOODFELLOW DR, DALLAS, TX 75229
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BETSY V BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
LEE GRAY BOZE
25151 RENEGADE PASS RD, CUSTER, SD 57730
TRUSTEE1$0
BROOX BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
GARRET VOGEL
4048 GOODFELLOW DR, DALLAS, TX 75229
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BETSY V BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
LEE GRAY BOZE
25151 RENEGADE PASS RD, CUSTER, SD 57730
TRUSTEE1$0
BROOX BOZE
4700 FAIRFIELD AVENUE, SHREVEPORT, LA 71106
TRUSTEE1$0
GARRET VOGEL
4048 GOODFELLOW DR, DALLAS, TX 75229
TRUSTEE1$0

Address and contacts

Address (IRS master file)
4700 FAIRFIELD AVE, SHREVEPORT, LA 71106-1716
In care of
% BETTY G MCDONALD
Signed the 990-PF
BETSY V BOZE, TRUSTEE
Phone
(318) 861-0774
Return prepared by
PELICAN CPAS & ADVISORS 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
72-1379238
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$720,739
Income (IRS master file)
$149,962

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$87,844$63,530$720,739IRS
990-PFDecember 2024$82,320$55,342$696,425XML
990-PFDecember 2023$52,883$48,344$669,447XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 72-1379238).

Questions about PAUL AND BETTY MCDONALD FOUNDATION

What is the EIN of PAUL AND BETTY MCDONALD FOUNDATION?
The employer identification number (EIN) of PAUL AND BETTY MCDONALD FOUNDATION is 72-1379238.
Is PAUL AND BETTY MCDONALD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to PAUL AND BETTY MCDONALD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PAUL AND BETTY MCDONALD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PAUL AND BETTY MCDONALD FOUNDATION 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 PAUL AND BETTY MCDONALD FOUNDATION 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 PAUL AND BETTY MCDONALD FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PAUL AND BETTY MCDONALD FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,844, expenses of $63,530 and total assets of $720,739 at year end.

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