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Nonprofiteer
← H MALCOLM MACDONALD CHARITABLE TR

Form 990 for tax year 2022

Filed by H MALCOLM MACDONALD CHARITABLE TR.

Totals

Total revenue
-$154,885
Total expenses
$839,884
Contributions and grants received
$0
Grants paid
$683,255
Program service revenue
$0
Investment income
-$154,885
Other revenue
$0
Total assets, end of year
$15,814,473
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,814,473
Program services expenses (Part IX)
$770,983
Management and general expenses
$68,901
Fundraising expenses
$0
Program service expenses (Part III)
$683,255

Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $308,079 · excluded $308,079

  • 7a · Gross sales of assets other than inventory

    securities $18,343,569

  • 7b · Less cost or other basis and sales expenses

    securities $18,806,533

  • 7c · Gain or loss

    securities -$462,964

  • 7d · Net gain or loss

    total -$462,964 · excluded -$462,964

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $683,255 · program services $683,255

  • 5 · Compensation of officers, directors and key employees

    total $146,213 · program services $87,728 · management and general $58,485

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0

  • 24a · Other expenses: FOREIGN TAXES WITHHELD

    total $9,066 · management and general $9,066

  • 24b · Other expenses: INVESTMENT EXPENSES

    total $1,299 · management and general $1,299

  • 24c · Other expenses: INVESTMENT ADR FEES

    total $51 · management and general $51

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $738,648 · end of year $5,574

  • 2 · Savings and temporary cash investments

    beginning of year $372 · end of year $1,408,805

  • 11 · Investments: publicly traded securities

    beginning of year $16,065,512

  • 12 · Investments: other securities

    end of year $13,128,603

  • 15 · Other assets

    end of year $1,271,491

  • 31 · Retained earnings, endowment or other funds

    beginning of year $16,804,532 · end of year $15,814,473

Mission and programs · 2022

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

Withheld by Nonprofiteer: this text may name a private individual.

  • DISTRIBUTION OF INCOME OF TRUST TO PUBLIC CHARITIES AS SET OUT IN THE WILL OF H. MALCOLM MACDONALD

    Expenses $683,255 · Grants $683,255

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Joe R Long

    TRUSTEE

    Total calculated
    $0

  • Bank Of America Na

    TRUSTEE

    Total calculated
    $146,213
    From this org
    $146,213
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • UNIVERSITY OF TEXAS-DEPT OF GOV

    501(c)(3) · EDUCATION

  • ST GREGORY'S ABBEY

    501(c)(3) · RELIGIOUS ED

  • UNIVERSITY OF SAN FRANCISCO

    501(c)(3) · LITERARY

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202323149349300302

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