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Nonprofit · EIN 06-6377722

MCDONALD FAM TR

Also known as CHAMPLIN III WILLIAM H TTEE

Tax-exempt · PALM BCH GDNS, FL 33418

Financials

$65K$108K2022$84K$114K2023$96K$125K2024
Revenue Expenses · by fiscal year end
Financials of MCDONALD FAM TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$95,992$125,494-$29,502$709,654$0$709,654
September 30, 2024990-PF$83,834$113,744-$29,910$740,484$0$740,484
September 30, 2023990-PF$65,354$108,421-$43,067$771,855$0$771,855
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$57,513
Interest
$33
Net gain from sales of assets
$38,446

Expenses

Grants and similar amounts paid
$89,000
Compensation of officers, directors and key employees
$18,500
Disbursements for charitable purposes
$106,840
Excise tax on investment income
$1,086

Balance sheet and other

Total assets, start of year
$740,484
Total assets, end of year
$709,654
Total liabilities, end of year
$0
Net assets, end of year
$709,654
Fair market value of assets
$2,718,361
Qualifying distributions
$106,840
Net investment income
$95,992

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
William H Champlin III
1001 Grand Isle Way, Palm Beach Gardens, FL 33418
Trustee1$18,500
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
William H Champlin III
1001 Grand Isle Way, Palm Beach Gardens, FL 33418
Trustee1$9,000
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
William H Champlin III
1001 Grand Isle Way, Palm Beach Gardens, FL 33418
Trustee1$9,000

Address and contacts

Address (IRS master file)
1001 GRAND ISLE WAY, PALM BCH GDNS, FL 33418-4581
In care of
% WILLIAM CHAMPLIN III
Signed the 990-PF
Kevin McCann, Trustee Advisor
Phone
(860) 817-1751
Return prepared by
Kahan Kerensky Capossela LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
06-6377722
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
1993
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$709,654
Income (IRS master file)
$130,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$95,992$125,494$709,654XML
990-PFSeptember 2024$83,834$113,744$740,484XML
990-PFSeptember 2023$65,354$108,421$771,855XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––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 06-6377722).

Questions about MCDONALD FAM TR

What is the EIN of MCDONALD FAM TR?
The employer identification number (EIN) of MCDONALD FAM TR is 06-6377722.
Is MCDONALD FAM TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to MCDONALD FAM TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCDONALD FAM TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MCDONALD FAM TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MCDONALD FAM TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MCDONALD FAM TR?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,500 (William H Champlin III, Trustee).
How much revenue does MCDONALD FAM TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $95,992, expenses of $125,494 and total assets of $709,654 at year end.

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