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MCDONALD-WRIGHT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MCDONALD-WRIGHT FOUNDATION (EIN 95-4530438)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-16
IRS object ID
201821369349100417
Schema version
2017v2.2
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)
Return2018-05-16T12:54:18-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841158905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAUSEY DEMGEN & MOORE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 17TH ST STE 1450AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Phone9708457628PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PMB 269 PO BOX 19000AddressLine1Txt
CityAVONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WRIGHTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9708457628PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMEY L CAMPPreparerPersonNm
PTINP01382513PTIN
Phone3032962229PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$377,195FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,298ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,711DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,502NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$82,069GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,502CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$119OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$119OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$33,867TotalRevAndExpnssAmt
Total Net Invst Incm$32,332TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,236OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,236OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$8InterestRevAndExpnssAmt
Interest Net Invst Incm$8InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$8TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,252TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,365ExcessRevenueOverExpensesAmt
Net Investment Income$26,080NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,965SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,818SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,818SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$205,128CorporateStockBOYAmt
Corporate Stock EOY$209,580CorporateStockEOYAmt
Corporate Stock EOYFMV$361,700CorporateStockEOYFMVAmt
Other Investments BOY$4,594OtherInvestmentsBOYAmt
Other Investments EOY$4,654OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,677OtherInvestmentsEOYFMVAmt
Total Assets BOY$212,687TotalAssetsBOYAmt
Total Assets EOY$221,052TotalAssetsEOYAmt
Total Assets EOYFMV$377,195TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$212,687RetainedEarningBOYAmt
Retained Earning EOY$221,052RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$212,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$221,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$212,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$221,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,365ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$221,052SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$221,052TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 5800P2016-01-012017-12-31$35,058$18,180$16,878$16,878
MORGAN STANLEY 5800P2017-01-012017-12-31$5,699$5,387$312$312
MORGAN STANLEY 4800 - CREIDT SUISSEP2015-10-282017-04-28$11,350$10,000$1,350$1,350
MORGAN STANLEY 4800 - UBS AG LONDONP2015-01-282017-04-28$29,500$25,000$4,500$4,500
THE BLACKSTONE GROUP LPP2016-01-012017-12-31$460$460$460
CAPITAL GAINS DIVIDENDSP$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income$23,502CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$291,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$291,857NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$550AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$274,532NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002003DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$234,524NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$199,442NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050140DistributionYr5Rt
Total Distribution0.052143TotalDistributionRt
Average Distribution0.010429AverageDistributionRt
Net Vl Noncharitable Assets$335,686NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,501AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$261NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,762AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$261InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$261SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$261TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$92EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$169ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$261TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT WRIGHTIndividualWithBooksNm
Phone9708457628PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PMB 269 PO BOX 19000AddressLine1Txt
CityAVONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81620ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
PMB 269 PO BOX 19000AVONCO81620PRESIDENT0.00$0$0$0
ROBERT WRIGHT
PMB 269 PO BOX 19000AVONCO81620SECR/TREAS0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$328,605AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,193AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$340,798TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$340,798AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,112CashDeemedCharitableAmt
Net Vl Noncharitable Assets$335,686NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$261TaxBasedOnInvestmentIncomeAmt
Total Tax$261TotalTaxAmt
Distributable Before Adj$16,523DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,523DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,523DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$261PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,989AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,523DistributableAsAdjustedAmt
Undistributed Income PY$3,625UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$19,250QualifyingDistributionsAmt
Applied To Year1$3,625AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,625AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$898UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN MCDONALDContributingManagerNm
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
THE WARING INTERNATIONAL PIANO COMPETITION
73710 FRED WARING DR 201PALM DESERTCA92260NONE501(C)(3)TO EDUCATE THE COMMUNITY WITH THE JOY OF CLASSICAL PIANO$250
THE WILLIAMS INSTITUTE AT UCLA
337 CHARLES E YOUNG DRLOS ANGELESCA90095NONE501(C)(3)DEDICATED TO CONDUCTING RIGOROUS, INDEPENDENT RESEARCH ON SEXUAL ORIENTATION AND GENDER IDENTITY LAW AND PUBLIC POLICY.$19,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,948ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$103UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,502ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$103UnrelatedBusinessTaxblIncmAmt
Exclusion$32,466ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,569TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN S MCDONALDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19000 PMB 269AddressLine1Txt
CityAVONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP816209010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,298TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property152 SHARES OF AAPL STOCKNoncashPropertyDesc
Fair Market Value$26,501FairMarketValueAmt
Received2017-12-20ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 165$159,580$313,810
MORGAN STANLEY 164$50,000$47,890

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHE BLACKSTONE GROUPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,654BookValueAmt
EOYFMV$8,677EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
THE BLACKSTONE GROUP$103$103$103
THE BLACKSTONE GROUP$16$16$16

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,236Amt
Net Investment Income$6,236NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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