BETA

MCDONAGH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MCDONAGH FAMILY FOUNDATION (EIN 27-6920219)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-05
IRS object ID
202100959349101005
Schema version
2020v4.0
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)
Return2021-04-05T13:43:32-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812273769PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOLOMON & HOOVER CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11342 COLONIAL BLVD STE B-11AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276920219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCDONAGH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCDOBusinessNameControlTxt
Phone2393046488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 800AddressLine1Txt
CityOCEAN PARKCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98640ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT L WHITEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2393046488PhoneNum
Signature2021-03-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERT LPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGENE R SOLOMON CPAPreparerPersonNm
PTINP00737682PTIN
Phone2399395303PhoneNum
Preparation2021-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$261,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,012DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,180NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$188,794GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,180CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,203TotalRevAndExpnssAmt
Total Net Invst Incm$20,203TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$887AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$888AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$268TaxesRevAndExpnssAmt
Taxes Adj Net Incm$268TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,046TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$890TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$268TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$888TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,046TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$890TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$268TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,888TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,157ExcessRevenueOverExpensesAmt
Net Investment Income$19,313NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,224SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$91,697SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$91,697SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$513PrepaidExpensesBOYAmt
Prepaid Expenses EOY$438PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$438PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$230,247CorporateStockBOYAmt
Corporate Stock EOY$152,006CorporateStockEOYAmt
Corporate Stock EOYFMV$169,312CorporateStockEOYFMVAmt
Total Assets BOY$239,984TotalAssetsBOYAmt
Total Assets EOY$244,141TotalAssetsEOYAmt
Total Assets EOYFMV$261,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$239,984NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$244,141NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$239,984TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$244,141TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$239,984TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$244,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$239,984TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,157ExcessRevenueOverExpensesAmt
Subtotal$244,141SubtotalAmt
Tot Net Ast Or Fund Balances EOY$244,141TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITYP2019-12-302020-12-31$188,671$176,968$11,703$11,703
STAG ADJP2019-12-302020-12-31$646-$646-$646
FieldValueIRS element (for citing)
Capital Gain Net Income$11,180CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$268InvestmentIncomeExciseTaxAmt
Subtotal$268SubtotalAmt
Tax Based On Investment Income$268TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$707EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$707TotalPaymentsAndCreditsAmt
Overpayment$439OverpaymentAmt
Applied To ES Tax$300AppliedToESTaxAmt
Refund$139RefundAmt

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
Org Report Or Register StateWAOrgReportOrRegisterStateCd
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 L WHITEIndividualWithBooksNm
Phone2393046488PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 800AddressLine1Txt
CityOCEAN PARKCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98640ZIPCd
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 HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
ROBERT L WHITE
PO BOX 800OCEAN PARKWA98640TRUSTEE000.00$0$0$0
THOMAS P MCDONAGH III
11 SYLVESTER CTNORWALKCT06855TRUSTEE000.00$0$0$0
TODD M MCDONAGH
16 E MAIN STHAVERHILLMA01830TRUSTEE000.00$0$0$0
KIMBERLY M RADOCHIA
259 CONCORD STGLOUCESTERMA01930TRUSTEE000.00$0$0$0
T MICHAEL MCDONAGH
3420 KIRKBRIDE DRDANVERSMA01923TRUSTEE000.00$0$0$0
TIMOTHY F MCDONAGH
PO BOX 74WINCHESTER CENTERCT06094TRUSTEE000.00$0$0$0155 WEST RD
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$203,808AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$476FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$254,744TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$254,744AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$250,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,546MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,546MinimumInvestmentReturnAmt
Tax Based On Investment Income$268TaxBasedOnInvestmentIncomeAmt
Total Tax$268TotalTaxAmt
Distributable Before Adj$12,278DistributableBeforeAdjAmt
Distributable Before Ded$12,278DistributableBeforeDedAmt
Distributable As Adjusted$12,278DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,888ExpensesAndContributionsAmt
Qualifying Distributions$14,888QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,888AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,278DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$701ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,568ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,725ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,117ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,071ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,182TotalExcessDistributionCyovAmt
Qualifying Distributions$14,888QualifyingDistributionsAmt
Applied To Current Year$12,278AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,610RemainingDistriFromCorpusAmt
Total Corpus$23,792TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$701ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,091ExcessDistriCyovToNextYrAmt
Excess From Year4$12,568ExcessFromYear4Amt
Excess From Year3$1,725ExcessFromYear3Amt
Excess From Year2$3,117ExcessFromYear2Amt
Excess From Year1$3,071ExcessFromYear1Amt
Excess From Current Year$2,610ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVOW HOSPICE
1095B WHIPPOORWILL LNNAPLESFL34105NONE501C3CONSISTENT WITH FDN OBJECTIVE$7,000
OUR NEIGHBORS' TABLE
194 MAIN STAMESBURYMA01913NONE501C3CONSISTENT WITH FDN OBJECTIVE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,012ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,057ExclusionAmt
Related Or Exempt Function Incm$123RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,080ExclusionAmt
Related Or Exempt Function Incm$123RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,203TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PASSIVE INVESTMENT ACTIVITY
4PASSIVE INVESTMENT ACTIVITY
8PASSIVE INVESTMENT ACTIVITY

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,775Amt
Net Investment Income$887NetInvestmentIncomeAmt
Disbursements Charitable Prps$888DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$152,006EOYBookValueAmt
EOYFMV$169,312EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT & ADVISORY FEES$3$3

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$268Amt
Adjusted Net Income$268AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.