MACDONALD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349102330
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T17:20:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8517 Excelsior Drive Suite 301 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336269762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Macdonald Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Mark and Donna Macdonald | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK MACDONALD | InCareOfNm |
| Business Name Control | MACD | BusinessNameControlTxt |
| Phone | 3104631744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226041 Bayview Drive | AddressLine1Txt |
| City | Wausau | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MACDONALD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104631744 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matt P MacDonald | PreparerPersonNm |
| PTIN | P00943707 | PTIN |
| Phone | 6086649110 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39808320203165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A558295E4241240FE6F3159909417918AD370F0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9BBB8F3EAFAB0666486D8ACE2592746518868FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,767,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $387,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,637,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $157,090 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,297 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$26 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $540,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $544,252 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,216 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,722 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,494 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,181 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,181 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,231 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $697,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $697,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $734,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $713,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $523,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,755 | CashBOYAmt |
| Cash EOY | $104,599 | CashEOYAmt |
| Cash EOYFMV | $104,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,523,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,090,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,090,854 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,479,811 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,466,598 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,875,604 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,088,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,753,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,909,690 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $506,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $694,570 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $702,509 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $14,566 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,007 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $84,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,833,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,116,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,767,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,833,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,116,450 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,833,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,116,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,833,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,116,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,833,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,622 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,639,980 | SubtotalAmt |
| Other Decreases | $1,523,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,116,450 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| MERRILL CAPITAL GAINS | 2007-01-01 | 2019-07-01 | $2,849 | $2,849 | $2,849 | |
| MERRILL OTHER TRANSACTIONS | 2019-01-01 | 2019-12-31 | $8,157 | $8,157 | $8,157 | |
| MERRILL SHORT-TERM COVERED | 2019-01-01 | 2019-12-31 | $14,861 | $1,459 | $1,459 | $13,402 |
| MERRILL SHORT-TERM NONCOVERED | 2019-05-08 | 2019-05-08 | $2,681 | $2,681 | ||
| MERRILL LONG-TERM COVERED | 2017-01-01 | 2019-12-31 | $1,214,264 | $97,420 | $97,420 | $1,116,844 |
| MERRILL LONG-TERM NONCOVERED | 2017-01-01 | 2019-12-31 | $70,824 | $46,453 | $46,453 | $24,371 |
| MERRILL SUPPLEMENTAL SHORT-TERM NONCOVERED | 2019-01-01 | 2019-12-31 | $317,196 | $317,196 | ||
| MERRILL SUPPLEMENTAL LONG-TERM NONCOVERED | 2017-01-01 | 2019-12-31 | $0 | -$272 | -$272 | $272 |
| JP MORGAN LONG-TERM NONCOVERED | 2017-01-01 | 2019-12-31 | $6,850 | $871 | $871 | $5,979 |
| JP MORGAN CAPITAL GAINS | 2017-01-01 | 2019-07-01 | $153 | $153 | $153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $157,090 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $597,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,725,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $691,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,072,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $515,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,346,728 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045389 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $603,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,830,886 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055744 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $227,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,783,421 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021142 | DistributionYr5Rt |
| Total Distribution | 0.218662 | TotalDistributionRt |
| Average Distribution | 0.043732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,307,249 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $581,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,231 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $587,184 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $713,394 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,231 | SubtotalAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,841 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,841 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $3,569 | OverpaymentAmt |
| Applied To ES Tax | $3,569 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MACDONALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104631744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 NORTH LAKESHORE DRIVE | AddressLine1Txt |
| City | Wausau | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Mark Macdonald | |||||||||
| 4201 North Lakeshore Drive | Wausau | WI | 54401 | Trustee | 1.0 | $0 | $0 | $0 | |
| Donna Macdonald | |||||||||
| 4201 North Lakeshore Drive | Wausau | WI | 54401 | Trustee | 1.0 | $0 | $0 | $0 | |
| Matthew Macdonald | |||||||||
| 8517 Excelsior Drive | Madison | WI | 53717 | Trustee | 1.0 | $0 | $0 | $0 | Ste 301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,090,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,418,971 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,509,897 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,509,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,307,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $665,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $665,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,231 | TotalTaxAmt |
| Distributable Before Adj | $660,131 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $660,131 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $660,131 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $713,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $713,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,231 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $708,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $660,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $58,260 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $58,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $713,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $660,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,263 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,523 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,523 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $58,260 | ExcessFromYear2Amt |
| Excess From Current Year | $53,263 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK MACDONALD | ContributingManagerNm |
| Contributing Manager | DONNA MACDONALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Boys & Girls Club Wausau | ||||||||
| PO Box 2386 | Wausau | WI | 54402 | None | PC | SERVICES FOR YOUTH | $25,000 | |
| St Pius X St Matthias | ||||||||
| 7851 Gardendale St | Downey | CA | 90242 | None | PC | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $50,000 | |
| Rolling Hills Preparatory School | ||||||||
| 300A Paseo Del Mar | Palos Verdes Estates | CA | 90274 | None | PC | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $75,000 | |
| United Cerbral Palssy | ||||||||
| 6430 Indepedendce Avenue | Woodland Hills | CA | 91367 | None | PC | FOR PROGRAMS AND FACILITIES | $25,000 | |
| Aspirus Health Foundation | ||||||||
| 425 Pine Ridge Blvd | Wausau | WI | 54401 | None | PC | Support Hospice Care | $30,000 | |
| 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 | $5,000 | |
| American Legion Post 10 | ||||||||
| 1001 Golf Club Rd | Wausau | WI | 54403 | None | PC | To assist veterans and their families | $4,000 | |
| Woodson YMCA | ||||||||
| 707 3rd Street | Wausau | WI | 54403 | None | PC | Help enable low-income children, families and adults experience the Y through programs | $10,000 | |
| Samoset Council Boy Scouts of America | ||||||||
| 3511 Cmap Phillips Rd | Weston | WI | 54476 | None | PC | Values based youth development | $3,000 | |
| Community Foundation of North Central Wisconsin | ||||||||
| 500 First Street | Wausau | WI | 54403 | None | PC | Edgar Summmary Baseball Fund | $225,000 | |
| Wisconsin Automotive and Truck Education Assoc | ||||||||
| PO Box 1542 | Wausau | WI | 54402 | None | PC | To assist families and individuals to overcome transportation obstacles. | $3,000 | |
| Forrest Goetsch Charities | ||||||||
| R11581 Sportsmans Lane | Schofield | WI | 54476 | None | PC | Organization to promote outdoor youth activities | $2,000 | |
| Big BrothersBig Sisters | ||||||||
| 2600 Stewart Avenue Ste 262 | Wausau | WI | 54401 | None | PC | Mentoring the youth in the wausau community | $20,000 | |
| Newman Catholic Schools | ||||||||
| 619 Stark Street | Wausau | WI | 54403 | None | PC | Support Education | $15,000 | |
| Chatterbox Charities | ||||||||
| 102 S 2nd Qve | Wausau | WI | 54401 | None | PC | Raise funds to support children in need of financial assistance due to medical or other catastrophic circumstances | $2,000 | |
| St Annes Catholic Church | ||||||||
| 700 W Bridge Street | Wausau | WI | 54401 | None | PC | Helping people grow in the image of Christ | $10,000 | |
| Ashland Emergency Food Bank | ||||||||
| 560 Clover Ln | Ashland | OR | 97520 | None | PC | Food assistance | $5,000 | |
| National Parks Conservation Association | ||||||||
| 777 6th Street NW | Washington | DC | 20001 | None | PC | Support to defend and protect America's pristine natural places | $5,000 | |
| 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 | $15,000 | |
| Foundation of St Claire's Hospital | ||||||||
| 3400 Ministry Parkway | Weston | WI | 54479 | None | PC | focuses on necessary needs, nurturing healthy babies, scholarships, and supporting victims of abuse and assault | $20,000 | |
| Granite Peak Ski Team | ||||||||
| 3605 N Mountain Rd | Wausau | WI | 54401 | None | PC | providing fun-filled events and racing programs for people from entry-level race training through elite race competition | $250 | |
| Habitat for Humanity Wausau | ||||||||
| 2001 Stewart Ave | Wausau | WI | 54401 | None | PC | builds homes using volunteer labor and funds raised from the support of local businesses | $12,500 | |
| JDRF | ||||||||
| 26 Broadway | New York | NY | 10004 | None | PC | Funds research that transforms the lives of people with type 1 diabetes | $20,000 | 14th Floor |
| Junior Achievement of Wisconsin | ||||||||
| 11111 W Liberty Dr | Milwaukee | WI | 53224 | None | PC | K-12th grade programs foster work-readiness, entrepreneurship and financial literacy skills | $2,500 | |
| Performing Arts Foundation | ||||||||
| 401 N 4th St | Wausau | WI | 54403 | None | PC | promote excellence in the performing arts in North Central Wisconsin | $3,000 | |
| Salvation Army | ||||||||
| 202 Callon St | Wausau | WI | 54401 | None | PC | To help preach the gospel of Jesus Christ and to meet human needs | $5,250 | |
| 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 | $10,000 | |
| 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 | $13,750 | |
| 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 | $20,000 | |
| Wausau Youth Baseball & Softball | ||||||||
| 324 East Wausau Avenue | Wausau | WI | 54403 | NONE | PC | helping youth in the wausau community | $7,000 | |
| Our Lady of the Mountain Catholic Church | ||||||||
| 987 Hillview Drive | Ashland | OR | 97520 | NONE | PC | Helping people grow in the image of Christ | $300 | |
| Wausau East High School | ||||||||
| 2607 North 15th Street | Wausau | WI | 54403 | NONE | PC | to help with band | $5,000 | |
| Wisconsin River Cleanup | ||||||||
| 1025 Johnson Creek Road | Arbor Vitae | WI | 54568 | NONE | PC | Make Wisconsin River cleaner and set a positive example for youth | $1,000 | |
| Children's Miracle Network | ||||||||
| 205 West 700 South | Salt Lake City | UT | 84101 | NONE | PC | To provide the best care for kids, childrens hospitals rely on donations and community support, | $3,500 | |
| Dream Flight USA Foundation | ||||||||
| 1701 Woodland Ridge Road | Wausau | WI | 54403 | NONE | PC | Shuttle Misions, the field trip that visits schools in WI and adjacent states | $2,000 | |
| The Village Church | ||||||||
| PO Box 5061 | Wausau | WI | 544025061 | NONE | PC | Helping people grow in the image of Christ | $13,250 | |
| Middle Grounds of Central Wisconsin | ||||||||
| 1107 11th Street | Mosinee | WI | 544551216 | NONE | PC | Our goal is to provide a safe, comfortable place young people can hang out | $4,000 | |
| St Jude's Childrens Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | NONE | PC | advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. | $10,000 | |
| Community Center of Hope | ||||||||
| PO Box 125 | Mosinee | WI | 54455 | NONE | PC | food pantry | $2,000 | 607-13th Street |
| The SOU Foundation | ||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97520 | NONE | PC | support helps the univerity maintain high standards of excellance, inside and outside the classroom | $1,000 | |
| City of Wausau - Dog Park | ||||||||
| 407 Grant Street | Wausau | WI | 54403 | NONE | PC | To provide a safe place for dogs to play | $5,000 | |
| Marathon High School | ||||||||
| 204 East St | Marathon | WI | 54448 | NONE | PC | to help with academics | $100 | |
| Wausau West High School | ||||||||
| 1200 W Wausau Ave | Wausau | WI | 54401 | NONE | PC | to help with band | $5,000 | |
| DC Everest School District | ||||||||
| 6300 Alderson St | Schofield | WI | 54476 | NONE | PC | to help with academics | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $697,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $157,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ENTERPRISE 1231 LOSS | 900099 | 18 | -$26 | |
| ENTERPRISE PRODUCTS BUS LOSS | 900099 | -$3,271 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,271 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $544,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - BKD | CategoryTxt |
| Amt | $17,216 | Amt |
| Net Investment Income | $1,722 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,494 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $694,570 | EOYBookValueAmt |
| EOYFMV | $702,509 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $6,753,822 | EOYBookValueAmt |
| EOYFMV | $7,909,690 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,466,598 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,875,604 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE K-1 | Desc |
| BOY Book Value | $14,566 | BOYBookValueAmt |
| EOY Book Value | $6,007 | EOYBookValueAmt |
| EOYFMV | $84,480 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALZIED GAINS/LOSSES ON INVESTMEN | Desc |
| Amt | $1,523,530 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Enterprise 1231 Loss | -$26 | -$26 |
| Enterprise Products Bus Loss | -$3,271 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $1,215 | $1,215 |
| INVESTMENT EXP - JP MORGAN | $181 | $181 |
| INVESTMENT EXP - MERRILL | $8,785 | $8,785 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $9,231 | $9,231 |
| 2017 TAXES | $75 |
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