2023-10-26T09:57:32-05:00 2022-12-31 FORVIS LLP 8517 Excelsior Drive Suite 301 Madison WI 53717 990PF 2022-01-01 336269762 The Macdonald Foundation C/O Mark and Donna Macdonald % MARK MACDONALD MACD 3104631744 226041 Bayview Drive Wausau WI 54401 MARK MACDONALD Trustee 3104631744 2023-11-01 true MARK MACDONALD XXX-XX-XXXX Shawnell Linot Director P01663908 6086649110 2023-11-01 3 2022 2023-04-26 12:10:37Z X 12708827 X 0 X 422487 408287 83249 1789166 83249 28564 534300 491536 0 19740 1974 0 17766 8216 8216 11623 5041 100 1027 866 40606 16097 0 17866 607940 607940 648546 16097 0 625806 -114246 475439 78195 141197 141197 3424323 2810158 2810158 1493955 1901428 2359600 5774835 5906041 7013933 399404 397270 383939 11170712 11156094 12708827 0 0 X 11170712 11156094 11170712 11156094 11170712 11156094 11170712 -114246 99628 11156094 11156094 PUBLICILY TRADED SECURITIES COVERED LONGTERM 2021-01-01 2022-12-31 1541092 1453724 80758 87368 GAINS ON DISPOSAL OF BONDS 2022-01-01 2022-12-31 245583 245583 CAPITAL GAIN DISTRIBUTION 2491 2491 2491 83249 6609 6609 6609 2167 0 8500 10667 143 3915 3915 false false false false false false false true true CA true false false false false true MARK MACDONALD 3104631744 226041 BAYVIEW DRIVE Wausau WI 54401 false false false false false false false false false false false false false false false false false false false false false Mark Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 Donna Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 Matthew Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 10005302 3325183 0 13330485 0 13330485 199957 13130528 656526 656526 6609 6609 649917 649917 649917 625806 0 0 0 0 625806 649917 0 2020 2019 2018 0 28603 53263 4964 86830 625806 0 625806 0 24111 24111 62719 0 0 0 0 4492 58227 53263 4964 MARK MACDONALD DONNA MACDONALD X Boys & Girls Club Wausau PO Box 2386 Wausau WI 54402 None PC SERVICES FOR YOUTH 27500 St Pius X St Matthias 7851 Gardendale St Downey CA 90242 None PC FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND 50000 Rolling Hills Preparatory School 300A Paseo Del Mar Palos Verdes Estates CA 90274 None PC FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND 75000 K-Tech Charities Inc 7710 Technology Drive Weston WI 54476 None PC Provided support to the area's needy families and other non-profit orgs 5000 Samoset Council Boy Scouts of America 3511 Cmap Phillips Rd Weston WI 54476 None PC Values based youth development 3000 Wisconsin Automotive and Truck Education Assoc PO Box 1542 Wausau WI 54402 None PC To assist families and individuals to overcome transportation obstacles. 3000 Big BrothersBig Sisters North Central Wisconsin 227400 Rib Mountain Drive Suite G Wausau WI 54401 None PC Mentoring the youth in the wausau community 20000 Newman Catholic Schools 619 Stark Street Wausau WI 54403 None PC Support Education 17500 Ashland Emergency Food Bank 560 Clover Ln Ashland OR 97520 None PC Food assistance 5000 Boys & Girls Club Rogue Valley 203 SE 9th St Grants Pass OR 97526 None PC To provide year-round positive, fun and safe places for all youth 15000 JDRF 26 Broadway 14th Floor New York NY 10004 None PC Funds research that transforms the lives of people with type 1 diabetes 25000 Performing Arts Foundation 401 N 4th St Wausau WI 54403 None PC promote excellence in the performing arts in North Central Wisconsin 5000 Salvation Army 202 Callon St Wausau WI 54401 None PC To help preach the gospel of Jesus Christ and to meet human needs 7500 St Vincent de Paul 131 W Thomas St Wausau WI 54401 None PC men and women who strive to grow spiritually by offering person-to-person service to individuals in need 10000 Neighbor's Place 745 Scott St Wausau WI 54403 None PC homegrown community center providing a hand up to residents of Marathon County and the surrounding communities 15000 The Women's Community Inc 3200 Hilltop Ave Wausau WI 54401 None PC specialized services and resources to people in Wisconsin affected by domestic violence, sexual assault, and unemploy 20000 Wausau East High School 2607 North 15th Street Wausau WI 54403 NONE GOV to help with band program 10000 Community Center of Hope PO Box 125 607-13th Street Mosinee WI 54455 NONE PC food pantry 2500 Marshfield Clinic Health System 1000 North Oak Avenue Marshfield WI 54449 None PC Helps Children's Miracle Network Hospitals continue their mission of helping local sick and injured children 45000 Keep Area Teens Safe Inc 924 River Road Mosinee WI 54455 NONE PC youth shelter care facility serving runaway and homeless youth as a bridge to services for kids in need 10000 American Red Cross 431 18th Street NW Washington DC 20006 NONE PC Prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors 10000 Access Building Community 3630 Aviation Way Medord OR 97501 NONE PC Provide temporary shelter assistance, deposit assistance, food asst, and vital needs to those impacted by local wild fires 5000 Oregon Shakespeare Festival PO Box 158 15 South Pioneer Street Ashland OR 97520 NONE PC Directly benefits our education programs, the creation of new work, and our work to revolutionize the field of theatre through radically inclusive, accessible, and collaborative practices 2640 Junior Achievement of Wisconsin Inc 11111 W Liberty Dr Milwaukee WI 53224 NONE PC Inspire Tomorrow's Campaign - Virtual Business Challenge 5000 Community Partners Campus Inc 500 N First St Ste 8000 Wausau WI 54403 NONE PC CPC intends to lease space and provide services to other tax-exempt organizations at below-market rates, thereby building a community in which charitable, educational, medical, and social services can be more efficiently administered to our local individuals and families in need. 50000 Dream Flight USA Foundation PO Box 1931 Wausau WI 54402 NONE PC dedicated to honoring seniors and military veterans. 2000 Central Wisconsin Metals & Manufacturing Alliance 3118 Post Rd suite a Stevens Point WI 54481 NONE PC supporting the development of students in tech and industrial careers. initiatives, and partnerships with regional educational institutions and workforce development partnerships. 10000 Wausau West High School 1200 W Wausau Ave Wausau WI 54401 NONE GOV To promote band in high school - band donation 5000 Jireh Food Pantry 6506 Volkman Street Weston WI 54476 NONE PC Provide food, clothing, gift cards, and meals for people in need in the Wausau area. 4000 Southern Oregon Land Conservancy PO Box 954 Ashland OR 97520 NONE PC SOLC works cooperatively with landowners and communities to save our region's special places for today, tomorrow, and beyond. 2500 Arbor Day Foundation 211 N 12th Street Lincoln NE 68508 NONE PC Inspire people to plant trees 1300 Ethiopian Community Development Council 901 S Highland Street 4th Floor Arlington VA 22204 NONE PC Empowering vulnerable immigrants on their journey toward independence and self-sufficiency 3000 American Legion Post 10 1001 Golf Club Rd Wausau WI 54402 NONE PC To assist Veterans and their families 4000 Wausau Youth Baseball & Softball 324 East Wausau Ave Wausau WI 54403 NONE PC Helping youth in the Wausau community 7500 Children's Miracle Network 205 West 700 South Salt Lake City UT 84101 NONE PC To provide the best care for kids, children's hospitals rely on donations and community support 3500 DC Everest School District 6300 Alderson St Schofield WI 54476 NONE GOV To help with academics 10000 Girl Scouts of Northwestern Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 NONE PC Help provide leadership development, social connectedness, scholarships, tools for volunteers, and a rich community environment 3000 Wausau Pilot and Review 500 N Third St Suite 208-8 Wausau WI 54403 NONE PC Help keep residents informed about crucial events and issues in the area 4500 Community Foundation of North Central Wisconsin 200 Washington Street Suite 120 Wausau WI 54403 NONE PC Various organization donations - to enhance the quality of life in their region 60000 Habitat For Humanity 1810 Schofield Ave Weston WI 54476 NONE PC Mission of providing safe, decent, and affordable housing within our community 12500 National Parks Conservation Assoc 333 Michigan Ave Suite 921 Chicago IL 60601 NONE PC Provide a brighter future for our national parks 3000 Marathon Baseball Association 1409 W Knox St Wausau WI 54401 NONE PC To help with baseball program 1000 Mosinee Youth Baseball PO Box 121 Mosinee WI 54455 NONE PC To help with baseball program 1000 Everest Area Youth Baseball 5809 Alta Verde St Weston WI 54476 NONE PC To help the youth baseball program 1000 School District of Tigerton 213 Spaulding St PO Box 10 Tigerton WI 54486 NONE GOV Help with school district funds 1000 OHRA PO Box 1133 Ashland OR 97520 NONE PC Help continue the vital work of assisting Jackson's County unhoused and economically stressed neighbors to build better lives and move toward self-sufficiency 5000 Autism Society of Central Wisconsin PO Box 1832 Wausau WI 54402 NONE PC Support families by covering the cost of summer camps, annual conferences, various individual resources, hosting support groups, social groups, family picnics and more 10000 Southern Oregon University 1250 Siskiyou Blvd Ashland OR 97520 NONE PC Presidents Fund for Innovation 2000 Rogue Valley Farm to School PO Box 898 Ashland OR 97520 NONE PC Support helping grow plants and create joy in students 1000 Middle Grounds of Central Wisconsin 1107 11th Street Mosinee WA 544551216 NONE PF Our goal is to provide a safe, comfortable place young people can hang out 4000 Wausau West High School 1200 W Wausau Ave Wausau WI 54401 NONE GOV To help with Softball program 2500 607940 NONE 14 422487 901101 18 83249 MERRILL LYNCH NON DIVIDEND DISTRIBUTION 01 28564 534300 534300 false false false false false false false false false false ACCOUNTING FEES - FORVIS 9240 924 8316 ACCOUNTING FEES - WIPFLI 10500 1050 9450 SEE ATTACHED STATEMENT 397270 383939 SEE ATTACHED STATEMENT 5906041 7013933 1901428 2359600 IRS - PENALTY 161 ADR FEES 866 866 Merrill Lynch Non Dividend Distribution 28564 TIMING DIFFERENCES ON SALE OF BONDS 99628 INVESTMENT EXPENSE MERRILL SUP 5641 5641 GRANTS INTEREST RATE OBSERVER 2575 2575 FOREIGN TAXES 5041 5041 CA ANNUAL REGISTRATION FEE REP 100 100 2021 EXTENSION TAX PAYMENT 3500 2021 990T AMOUNT DUE 2982