Private Foundation

James E McDonnell II 2012 Charitable Trust

James E McDonnell II 2012 Charitable Trust is a private foundation categorized as Private Foundation based in Baltimore, MD. Its most recent IRS filing (2022) reports revenue of $119, expenses of $675K. Imperigo tracks 6 reported grants from this foundation totaling approximately $879K.

EIN: 816876542 Baltimore, MD General Support NTEE: DEFAULT Latest filing: 2022
Total Revenue$119
Total Expenses$675K
Grants Given6
Grant Total$879K
Filing Years2018–2022

Sample Grants Given

Boys' Latin School of Maryland
Baltimore, MD · 2022
Pursuant to the Decedent's Charitable Trust Agreement, the James E. McDonnell, II 2012 Charitable Trust (the "Charitable Trust") was funded upon the death of the Settlor, James E. McDonnell, II. The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501 (c)(3) organization, (the "School") located in Baltimore, Maryland, for use in its boys' lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the last day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942 ((i)(3)(A) and the regulations thereunder.
$669,421
Boys Latin School of Maryland
Baltimore, MD · 2021
The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
$26,663
Boys Latin School of Maryland
Baltimore, MD · 2020
The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
$47,203
Boys Latin School of Maryland
Baltimore, MD · 2019
The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
$29,369
Boys Latin School of Maryland
Baltimore, MD · 2018
The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
$41,080

Showing up to 5 of 6 total records — full history available with membership.

Officers & Directors

co-Trustee Charles E Garris
Successor co-Trustee Frank S Jones
co-Trustee Thomas M Mcdonnell
Successor co-Trustee W Kyle Gore

Officer compensation and complete director data available with membership.

Top Grant Purposes

Pursuant to the Decedent's Charitable Trust Agreement, the James E. McDonnell, II 2012 Charitable Trust (the "Charitable Trust") was funded upon the death of the Settlor, James E. McDonnell, II. The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501 (c)(3) organization, (the "School") located in Baltimore, Maryland, for use in its boys' lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the last day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942 ((i)(3)(A) and the regulations thereunder.
$669,421 1 grant
The instrument requires the Trustee to pay The Boys' Latin School of Maryland, a 501(c)(3) organization, located in Baltimore, Maryland, for use in its Boys' Lacrosse program as determined by the School, a unitrust amount equal to the greater of five percent (5%) of the net fair market value of the assets of the Charitable Trust valued as of the day of each taxable year of the Charitable Trust or "substantially all" of the Charitable Trust income as said term is defined by Internal Revenue Code Section 4942(i)(3)(A) and the regulations thereunder.
$209,231 5 grants

Financial Trends

Year Revenue Expenses Assets
2022 $119 $675K —
2021 $177 $36K $675K
2020 $893 $48K $711K
2019 $6K $31K $759K
2018 $5K $44K $783K

Between 2018 and 2022, reported annual revenue declined from $5K to $119 (-98%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MD.

MD

Full geographic grant map with state-by-state breakdown available with membership.

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