2025-11-03T10:01:35-06:00 2024-12-31 990 2024-01-01 306410216 JACK R MACDONALD CHARITABLE TRUST MACD 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2025-10-30 true 2024 2025-03-06 01:10:19Z BANK OF AMERICA NA 4004 KRUSE WAY PL STE 250 LAKE OSWEGO OR 97035 93197118 false X NONE X 2014 WA THIS CHARITABLE TRUST WAS CREATED BY THE TRUSTOR TO SUPPORT THE CHARITABLE ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT. 1 0 0 0 0 0 0 870962 17989774 11214 8659 882176 17998433 10568599 10356722 0 432901 476655 0 0 440703 501879 11442203 11335256 -10560027 6663177 186169044 191461755 0 0 186169044 191461755 THIS CHARITABLE TRUST WAS CREATED BY THE TRUSTOR TO SUPPORT THE CHARITABLE ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT. false false 4219612 4142689 SEATTLE CHILDREN'S FOUNDATION - FOR RESEARCH NEEDS OF THE FOUNDATION 3164709 3107017 UNIVERSITY OF WASHINGTON - SCHOOL OF LAW TO ENDOW THE JACK R MACDONALD CHAIR WITH THE REMAINDER IN EQUAL SHARES FOR SCHOLARSHIPS TO DESERVING LOW-INCOME STUDENTS AND UNRESTRICTED GENERAL SUPPORT 3164708 3107016 THE SALVATION ARMY - UNRESTRICTED GENERAL SUPPORT FOR THE NORTHWEST DIVISION 10549029 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false true true true true true true false false false WA X BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A TRUSTEE 1.0 X 476655 0 0 476655 0 0 1 false false false 5021375 5021375 86803676 1363408 75198685 11604991 1363408 12968399 12968399 PARTNERSHIP INCOME 523000 8659 8659 8659 17998433 17998433 10356722 10356722 476655 190662 285993 4050 1620 2430 234254 234254 FOREIGN TAXES PAID 145253 145253 PARTNERSHIP EXPENSES 111342 111342 OTHER INVESTMENT FEE 6955 6955 25 25 11335256 10549029 786227 0 -21944 6371532 9793364 179797512 181690335 186169044 191461755 0 0 X 186169044 191461755 186169044 191461755 186169044 191461755 X 6663177 -1370466 X false false false X X X 3 UNIVERSITY OF WASHINGTON 916001537 5 true 3107017 0 SEATTLE CHILDREN'S FOUNDATION 911156519 7 true 4142689 0 THE SALVATION ARMY 941156347 7 true 3107016 0 3 10356722 0 true false false false false false false false false false false true false false false false true false true 0 600278 0 4493003 5030034 4493003 5630312 0 698799 786227 0 3794204 4844085 208568790 223965690 6331859 9125381 0 214900649 233091071 0 0 214900649 233091071 3223510 3496366 211677139 229594705 7408700 8035815 0 7408700 8035815 3794204 3225073 7408700 7408700 0 7408700 10356722 0 192307 0 0 0 10549029 0 7408700 0 7408700 0 0 0 8908829 11564772 10743404 31217005 0 7408700 0 23808305 10549029 0 10549029 0 0 34357334 0 1500129 11564772 10743404 10549029 PART IV, SECTION D # 2 THE TRUSTEE MEETS QUARTERLY WITH THE OFFICERS OF EACH OF THE SUPPORTED ORGANIZATIONS TO DISCUSS THE SUPPORTED ORGANIZATIONS' NEEDS AND WAYS IN WHICH THEY WOULD LIKE THE TRUST TO EXPEND ITS INCOME AND TO INVEST ITS ASSETS. PART IV, SECTION D # 2 THE TRUSTEE COMMUNICATES REGULARLY WITH AN OFFICER OF EACH SUPPORTED ORGANIZATION REGARDING THE TRUST'S INVESTMENTS AND DISTRIBUTION PLANS PART IV, SECTION D # 2 THE TRUSTEE PROVIDES THE OFFICERS OF EACH SUPPORTED ORGANIZATION QUAR-TERLY INVESTMENT STATEMENTS AND QUARTERLY AND ANNUAL YEAR END ACCOUNT STATEMENTS. PART IV, SECTION D # 3 TRUSTEE PROVIDES THE OFFICERS OF EACH SUPPORTED ORGANIZATION A COPY OF THE INVESTMENT POLICY FOR REVIEW AND COMMENT, SUCH AS AN INQUIRY ABOUT THE TRUSTEE'S APPROACH TO ALTERNATIVE INVESTMENTS. PART IV, SECTION D # 3 FOR QUARTERLY MEETINGS, TRUSTEE PROVIDES SUPPORTED ORGANIZATIONS WITH INFORMATION ON THE TRUST'S INVESTMENTS AND DISTRIBUTION PLANS AND ASKS FOR COMMENTS OR SUGGESTIONS. PART IV, SECTION D # 3 TRUSTEE CONDUCTS ONGOING CONFERENCE CALLS WITH SUPPORTED ORGANIZATIONS TO RESPOND TO QUESTIONS AND SUGGESTIONS RELATED TO THE TRUST, SUCH AS THE CALCULATION OF THE TRUSTEE'S FEES. PART V, SECTION D # 8 SEATTLE CHILDREN'S FOUNDATION - DISTRIBUTIONS RECEIVED ARE A SIGNIFICANT PERCENTAGE OF TOTAL SUPPORT. WITHOUT THEM, INNOVATIVE AND EXPERIMENTAL RESEARCH PROJECTS WOULD NOT BE POSSIBLE. PART V, SECTION D # 8 UNIVERSITY OF WASHINGTON (SCHOOL OF LAW) - DISTRIBUTIONS RECEIVED ARE A SIGNIFICANT PERCENTAGE OF TOTAL SUPPORT . THEY ARE EXPECTED TO MAKE A SIGNIFICANT IMPACT ON THE QUALITY OF FACULTY AND STUDENTS NOW AND IN THE FUTURE. true SEATTLE CHILDREN'S FOUNDATION PO BOX 5371 SEATTLE WA 981455005 911156519 509(a)(1) 4142689 FOR RESEARCH NEEDS OF THE FOUNDATION UNIVERSITY OF WASHINGTON PO BOX 357998 SEATTLE WA 981950001 916001537 509(a)(1) 3107017 SCHOOL OF LAW TO ENDOW THE JACK R MACDONALD CHAIR WITH THE REMAINDER IN EQUAL SHARES FOR SCHOLARSHIPS TO DESERVING LOW-INCOME STUDENTS AND UNRESTRICTED GENERAL SUPPORT THE SALVATION ARMY 30840 HAWTHORNE BLVD GSD RANCHO PALOS VERDES CA 90275 941156347 509(a)(1) 3107016 UNRESTRICTED GENERAL SUPPORT FOR THE NORTHWEST DIVISION 3 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE FOUNDATION IS MANAGED BY A CORPORATE TRUSTEE WITH STRICT POLICIES ON GRANTMAKING. DISTRIBUTIONS ARE MADE SOLELY TO THE CHARITABLE BENEFICIARIES NAMED IN THE TRUST'S GOVERNING DOCUMENT. PART VII - COMPENSATION EXPLANATION The compensation shown on the return that is paid to Bank of America, N.A. as corporate trustee is not calculated based upon an hourly rate for time spent by the trustee; rather, Bank of America's compensation as corporate trustee is calculated using a market value fee schedule. The trust officer's time spent performing administrative responsibilities for this foundation averages one hour per week. In addition, time is spent by other staff members for PART VII - COMPENSATION EXPLANATION (CONTINUED) recordkeeping, investment management, income collection, rendering statements and accountings, regulatory reporting, regulatory compliance, and tax services. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN THE PERMANENT RECORD EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THERE ARE NO COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THIS ORGANIZATION IS FORMED AS A TRUST UNDER STATE LAW, AND BANK OF AMERICA IS THE INSTITUTIONAL TRUSTEE. THE FORM 990 IS PREPARED BY BANK OF AMERICA TAX PROFESSIONALS UNDER THE DIRECT SUPERVISION OF A CORPORATE OFFICER. THUS, THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE BANK, THE SOLE TRUSTEE OF THE TRUST. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED FORM 990, PAGE 6, PART VI, LINE 15a NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE. FORM 990, PAGE 6, PART VI, LINE 18 UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS AND BOOKS BELOW. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST AND / OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES ITS GOVERANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS. EXPLANATION FOR FORM 990, PART XI, LINE 9 YEAR-END SALES ADJUSTMENT 4,677; NET INCOME ADJUSTMENT (31,770); BASIS ADJUSTMENT-SALES (4,811); PURCHASED ACCRUED INTEREST-2023 8,158; PURCHASED ACCRUED INTEREST-2024 (21,212); ROC BASIS ADJUSTMENT (2,077,890); PARTNERSHIP ADJUSTMENT-NBCR IV & V (1,260,725); PARTNERSHIP ADJUSTMENT 2,060,000; NET TIMING ADJUSTMENT 951; NET ROUNDING 1; TOTAL ADJUSTMENT = (1,370,466) SEATTLE CHILDREN'S FOUNDATION PO BOX 5371 SEATTLE WA 981455005 911156519 Healthcare - Support Seattle Children's Healt WA 509(a)(1) 7 - 170(b)(1)(A)(vi) N/A false UNIVERSITY OF WASHINGTON PO BOX 357998 SEATTLE WA 981950001 916001537 Education - Preservation, advancement, dissem WA 509(a)(1) 5 - 170(b)(1)(A)(iv) N/A false THE SALVATION ARMY WESTERN TERRITORIAL HEADQUARTERS 30840 HAWTHORNE BLVD GSD RANCHO PALOS VERDES CA 90275 941156347 Charitable - Meet human need without discrimi CA 509(a)(1) 7 - 170(b)(1)(A)(vi) N/A false false true false false false false false false false false false false false false false false false false false SEATTLE CHILDREN'S FOUNDATION b 4142689 CASH UNIVERSITY OF WASHINGTON b 3107017 CASH THE SALVATION ARMY b 3107016 CASH