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The Humboldt Foundation Trust

Macdonald William Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$106k (2024)

Expenses
$113k (2024)

Total Assets
$973k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,765
Expenses
$113,272
Net Income
-$7,507
Net Assets
$973,334
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $800
0.8%
Interest Revenue $2,471
2.3%
Dividends $29,129
27.5%
Sales of Assets $73,365
69.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,181
81.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $973,334
Total Liabilities $0
Net Assets $973,334
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Irene Bruntsman (Treasurer) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
Abram Swensen (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Nate Green (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,511
Expenses
$115,320
Net Income
-$60,809
Net Assets
$980,841
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,990
3.7%
Dividends $26,350
48.3%
Sales of Assets $26,171
48.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,698
82.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $980,841
Total Liabilities $0
Net Assets $980,841
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Irene Bruntsman (Treasurer) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
Abram Swensen (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,714
Expenses
$124,357
Net Income
-$78,643
Net Assets
$1,041,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
0.2%
Interest Revenue $3,146
6.9%
Dividends $21,789
47.7%
Sales of Assets $20,679
45.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,660
79.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,041,650
Total Liabilities $0
Net Assets $1,041,650
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Irene Bruntsman (Treasurer) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
Abram Swensen (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$171,203
Expenses
$92,312
Net Income
$78,891
Net Assets
$1,120,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,600
0.9%
Interest Revenue $5,396
3.2%
Dividends $21,254
12.4%
Sales of Assets $142,953
83.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,114
74.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,120,293
Total Liabilities $0
Net Assets $1,120,293
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Irene Bruntsman (Treasurer) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
Abram Swensen (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Lisa Costa Campbell (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,254
Expenses
$103,207
Net Income
-$50,953
Net Assets
$1,041,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,358
16.0%
Dividends $19,169
36.7%
Sales of Assets $24,727
47.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,902
78.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,041,402
Total Liabilities $0
Net Assets $1,041,402
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Dottie Jimenez (Treasurer) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
Abram Swensen (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Lisa Costa Campbell (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,620
Expenses
$79,082
Net Income
-$32,462
Net Assets
$1,092,355
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,100
2.4%
Interest Revenue $11,529
24.7%
Dividends $20,372
43.7%
Sales of Assets $13,619
29.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,483
71.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,092,355
Total Liabilities $0
Net Assets $1,092,355
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Melissa Ellett (Treasurer) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
John Seeliger (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Lisa Costa Campbell (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,658
Expenses
$102,667
Net Income
$73,991
Net Assets
$1,124,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,600
0.9%
Interest Revenue $13,237
7.5%
Dividends $21,305
12.1%
Sales of Assets $140,516
79.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,906
69.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,124,817
Total Liabilities $0
Net Assets $1,124,817
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Melissa Ellett (Treasurer) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
John Seeliger (Trustee) $0 $0
Andy Heiser (Trustee) $0 $0
Lisa Costa Campbell (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,390
Expenses
$176,532
Net Income
-$113,142
Net Assets
$1,050,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,300
2.1%
Interest Revenue $14,632
23.1%
Dividends $22,043
34.8%
Sales of Assets $25,415
40.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,397
79.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,050,826
Total Liabilities $0
Net Assets $1,050,826
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Melissa Ellett (Treasurer) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Vince Mendiola (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
John Seeliger (Trustee) $0 $0
Bruce Braginton (Trustee) $0 $0
Lisa Costa Campbell (Trustee) $0 $0
Chad Peters (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,988
Expenses
$58,004
Net Income
-$16
Net Assets
$1,163,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,950
6.8%
Interest Revenue $16,415
28.3%
Dividends $21,187
36.5%
Sales of Assets $16,436
28.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,477
59.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,163,968
Total Liabilities $0
Net Assets $1,163,968
Compensation
Key Employees and Officers Compensation Other
John H Milton Iii (Chairman) $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0
Louise S Griggs (Secretary; Program Admin) $0 $0
William Macdonald (Counsel) $0 $0
Rich Stone (Trustee) $0 $0
Kevin Melcher (Trustee) $0 $0
Ron Cerri (Trustee) $0 $0
John Seeliger (Trustee) $0 $0
Bruce Braginton (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,946
Expenses
$64,633
Net Income
$174,313
Net Assets
$1,163,984
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,400
84.3%
Program Services $0
Investment Income $27,201
11.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,345
4.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,163,984
Total Liabilities $0
Net Assets $1,163,984
Compensation
Key Employees and Officers Compensation Related Other
Louise S Griggs (Secretary; Program Admin) $6,000 $0 $0
John H Milton Iii (Chairman) $0 $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0 $0
William Macdonald (Counsel) $0 $0 $0
Rich Stone (Trustee) $0 $0 $0
Kevin Melcher (Trustee) $0 $0 $0
Ron Cerri (Trustee) $0 $0 $0
John Seeliger (Trustee) $0 $0 $0
Bruce Braginton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,413
Expenses
$167,390
Net Income
-$113,977
Net Assets
$989,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,200
2.2%
Program Services $0
Investment Income $37,637
70.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,576
27.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $989,671
Total Liabilities $0
Net Assets $989,671
Compensation
Key Employees and Officers Compensation Related Other
Louise S Griggs (Secretary; Program Admin) $6,000 $0 $0
John H Milton Iii (Chairman) $0 $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0 $0
William Macdonald (Counsel) $0 $0 $0
Rich Stone (Trustee) $0 $0 $0
Kevin Melcher (Trustee) $0 $0 $0
Ron Cerri (Trustee) $0 $0 $0
John Seeliger (Trustee) $0 $0 $0
Bruce Braginton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,184
Expenses
$64,926
Net Income
$95,258
Net Assets
$1,103,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $101,806
63.6%
Program Services $0
Investment Income $29,749
18.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,629
17.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,103,648
Total Liabilities $0
Net Assets $1,103,648
Compensation
Key Employees and Officers Compensation Related Other
Louise S Griggs (Secretary; Program Admin) $6,000 $0 $0
William Macdonald (Counsel) $0 $0 $0
John H Milton Iii (Trustee) $0 $0 $0
Kevin Melcher (Trustee) $0 $0 $0
Dan Cassinelli (Trustee) $0 $0 $0
John Seeliger (Trustee) $0 $0 $0
Jack T Bullock Ii (Chairman) $0 $0 $0
Rolfe Schwartz (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,614
Expenses
$82,126
Net Income
-$54,512
Net Assets
$1,008,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
3.6%
Program Services $0
Investment Income $27,377
99.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$763
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,008,390
Total Liabilities $0
Net Assets $1,008,390

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,372
Expenses
$81,561
Net Income
-$4,189
Net Assets
$1,062,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,500
66.6%
Program Services $0
Investment Income $24,925
32.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $947
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,062,902
Total Liabilities $0
Net Assets $1,062,902

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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