BETA

MCDONALD-WRIGHT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MCDONALD-WRIGHT FOUNDATION (EIN 95-4530438)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-02
IRS object ID
202641839349100514
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-02T16:23:38-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN992941959PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAMP CAVANAUGH CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17800 E DORADO PL SUITE 190AddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954530438EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD-WRIGHT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCDOBusinessNameControlTxt
Phone0970845762PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1695 W STEVENS RDAddressLine1Txt
CityPALM SPRINGSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92262ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WRIGHTPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone9708457628PhoneNum
Signature2026-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMEY CAMP-CAVANAUGHPreparerPersonNm
PTINP01382513PTIN
Phone3034142884PhoneNum
Preparation2026-07-02PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$751,596FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$58InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$139,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,284CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$81,519TotalRevAndExpnssAmt
Total Net Invst Incm$81,519TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,522OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,522OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,172TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,172TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,172TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,347ExcessRevenueOverExpensesAmt
Net Investment Income$73,347NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$4,279SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,645SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,645SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$264,394CorporateStockBOYAmt
Corporate Stock EOY$286,376CorporateStockEOYAmt
Corporate Stock EOYFMV$748,951CorporateStockEOYFMVAmt
Total Assets BOY$268,674TotalAssetsBOYAmt
Total Assets EOY$289,021TotalAssetsEOYAmt
Total Assets EOYFMV$751,596TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$268,674RetainedEarningBOYAmt
Retained Earning EOY$289,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$268,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$289,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$289,021TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$268,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,347ExcessRevenueOverExpensesAmt
Subtotal$289,021SubtotalAmt
Tot Net Ast Or Fund Balances EOY$289,021TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MONGODB INCP2024-01-042025-03-14$2,388$4,756-$2,368-$2,368
NVIDIA CORPORTIONP2018-11-292025-05-19$6,782$197$6,585$6,585
GE AEROSPACE COMP2023-01-012025-11-05$3,677$746$2,931$2,931
HONEYWELL INTERNATIONALP2023-01-012025-12-23$196$198-$2-$2
MONGODB INCP2024-03-122025-03-14$551$1,104-$553-$553
GE VERNOVA INCP2024-07-192025-05-09$783$326$457$457
SOLSTICE ADVANCED MATERIALSP2023-01-012025-11-05$871$963-$92-$92
INVESCO EXCHANGEP2023-01-012025-12-23$749$626$123$123
MONGODB INCP2024-05-082025-03-14$5,143$9,782-$4,639-$4,639
GE VERNOVA INCP2024-07-192025-05-16$1,317$488$829$829
ABBVIE INCP2023-01-012025-12-23$3,645$2,800$845$845
JOHNSON & JOHNSONP2023-01-012025-12-23$3,112$2,385$727$727
MONGODB INCP2024-07-192025-03-14$3,674$4,990-$1,316-$1,316
GE VERNOVA INCP2024-07-192025-07-24$618$163$455$455
ALPHABE INC CAP STK CL CP2023-01-012025-12-23$5,899$187$5,712$5,712
KIMBERLY CLARKP2023-01-012025-12-23$500$606-$106-$106
MONGODB INCP2025-01-212025-03-14$551$790-$239-$239
NVIDIA CORPORTIONP2018-11-292025-07-31$181$4$177$177
ALPHABE INC CAP STK CL AP2023-01-012025-12-23$4,635$148$4,487$4,487
METLIFE INCP2025-05-312025-12-23$1,141$970$171$171
AFLACP2011-05-232025-04-04$6,979$1,638$5,341$5,341
CHARLES SCHWAB NEWP2024-07-192025-08-11$3,711$2,360$1,351$1,351
AMAZON.COM INCP2023-01-012025-12-23$228$198$30$30
MICROSOFTP2023-01-012025-12-23$1,457$83$1,374$1,374
AFLACP2011-06-212025-04-04$9,375$2,079$7,296$7,296
GE AEROSPACEP2001-01-092025-08-13$2,550$2,174$376$376
AMERICAN EXPRESS COP2023-01-012025-12-23$3,810$855$2,955$2,955
NVIDIA CORPORTIONP2023-01-012025-12-23$4,951$107$4,844$4,844
AFLACP2024-02-012025-04-04$1,563$1,151$412$412
GE AEROSPACEP2008-11-062025-08-13$894$335$559$559
AMGENP2023-01-012025-12-23$993$893$100$100
PALO ALTO NETWORKS INCP2023-01-012025-12-23$567$85$482$482
BERKSHIRE HATHAWAYP2024-02-232025-04-08$1,013$835$178$178
GE VERNOVA INCP2024-04-052025-08-13$1,137$231$906$906
APPLE INCP2025-05-312025-12-23$800$496$304$304
REPLIGEN CORPP2023-01-012025-12-23$1,004$1,254-$250-$250
BERKSHIRE HATHAWAYP2022-02-242025-04-10$516$302$214$214
GE VERNOVA INCP2024-07-192025-08-13$1,947$514$1,433$1,433
APPLE INCP2023-01-012025-12-23$3,264$984$2,280$2,280
SCHWAB CHARLES CORPP2023-01-012025-12-23$2,229$1,334$895$895
JOHNSON & JOHNSONP2021-11-242025-04-10$892$961-$69-$69
NVIDIA CORPORTIONP2018-11-292025-08-13$7,359$162$7,197$7,197
DISNEY WALT COP2023-01-012025-12-23$1,122$1,510-$388-$388
SNOWFLAKE INCP2025-05-312025-12-23$226$156$70$70
VANECK BIOTECH ETFP2007-12-192025-04-10$7,747$1,877$5,870$5,870
NVIDIA CORPORTIONP2018-11-292025-08-14$2,002$43$1,959$1,959
EATON CORPORATIONP2023-01-012025-12-23$1,282$224$1,058$1,058
THERMO FISHER SCIENTIFIC INCP2023-01-012025-12-23$576$568$8$8
VANECK BIOTECH ETFP2022-01-062025-04-10$1,522$1,911-$389-$389
ORACLE CORPP2020-04-172025-08-13$3,454$761$2,693$2,693
GE AEROSPACE COMP2023-01-012025-12-23$316$61$255$255
BLACKSTONE INCP2023-01-012025-12-23$1,552$52$1,500$1,500
VANECK BIOTECH ETFP2024-03-012025-04-10$2,490$2,961-$471-$471
SOLSTICE ADVANCED MATERIALSP2023-01-012025-10-31$11$12-$1-$1
GE VERNOVA INCP2023-01-012025-12-23$5,970$1,129$4,841$4,841
GE AEROSPACEP2001-01-092025-05-19$2,333$2,259$74$74
ALPHABE INC CAP STK CL CP2023-01-012025-11-05$3,060$108$2,952$2,952
GOLDMAN SACHS GROUPP2025-05-312025-12-23$1,804$943$861$861
FieldValueIRS element (for citing)
Capital Gain Net Income$73,284CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,502NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,020InvestmentIncomeExciseTaxAmt
Subtotal$1,020SubtotalAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$511EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,609ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,120TotalPaymentsAndCreditsAmt
Overpayment$1,100OverpaymentAmt
Applied To ES Tax$1,100AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT WRIGHTIndividualWithBooksNm
Phone0970845762PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1695 W STEVENS RDAddressLine1Txt
CityPALM SPRINGSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92262ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN MCDONALD
695 W STEVENS RDPALM SPRINGSCA92262PRESIDENT000.00$0$0$0
ROBERT WRIGHT
695 W STEVENS RDPALM SPRINGSCA92262SECRETARY/TR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$714,064AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,264AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$717,328TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$717,328AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$706,568NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,328MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,328MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,020TaxBasedOnInvestmentIncomeAmt
Total Tax$1,020TotalTaxAmt
Distributable Before Adj$34,308DistributableBeforeAdjAmt
Distributable Before Ded$34,308DistributableBeforeDedAmt
Distributable As Adjusted$34,308DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,000ExpensesAndContributionsAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,308DistributableAsAdjustedAmt
Undistributed Income PY$30,545UndistributedIncomePYAmt
Qualifying Distributions$53,000QualifyingDistributionsAmt
Applied To Year1$30,545AppliedToYear1Amt
Applied To Current Year$22,455AppliedToCurrentYearAmt
Undistributed Income CY$11,853UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAMBDA LEGAL DEFENSE AND EDUCATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1120 WALL ST 19TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeCIVIL RIGHTS LITIGATIONGrantOrContributionPurposeTxt
Amt$53,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,284ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$81,519ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,519TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$1,650NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY (DETAILS AVAILABLE)StockNm
EOY Book Value$286,376EOYBookValueAmt
EOYFMV$748,951EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,522Amt
Net Investment Income$6,522NetInvestmentIncomeAmt

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