MACDONALD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349101155
- Schema version
- 2016v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T09:47:30-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 4201 North Lakeshore 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 | 2017-09-15 | 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 | 39808320173175000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 645C9F3D738F9A185225A4E0DBFF47EF12B221B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 645C9F3D738F9A185225A4E0DBFF47EF12B221B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,112,982 | 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 | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $325,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,282,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,507 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,584 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $980,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,019 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,420 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,010 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $566,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $519,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $414,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $496,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,247 | CashBOYAmt |
| Cash EOY | $234,971 | CashEOYAmt |
| Cash EOYFMV | $234,971 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,528,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,989,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,989,986 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,578,832 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,725,317 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,640,213 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,807,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,507,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,804,072 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $194,633 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $300,217 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,540 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $96,344 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,655 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $133,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,430,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,840,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,112,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,430,499 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,840,356 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,430,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,840,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,430,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,840,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,430,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $414,620 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,845,119 | SubtotalAmt |
| Other Decreases | $4,763 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,840,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES COVERED SHORT-TERM | 2016-01-01 | 2016-07-01 | $40,097 | $45,240 | -$5,143 | -$5,143 |
| PUBLICALLY TRADED SECURITIES NONCOVERED SHORT-TERM | 2016-01-01 | 2016-07-01 | $55,940 | $56,283 | -$343 | -$343 |
| PUBLICALLY TRADED SECURITIES COVERED LONG TERM | 2012-01-01 | 2016-07-01 | $751,023 | $570,205 | $180,818 | $180,818 |
| PUBLICALLY TRADED SECURITIES NONCOVERED LONG-TERM | 2012-01-01 | 2016-07-01 | $432,698 | $408,804 | $23,894 | $23,894 |
| JP MORGAN CAPITAL GAINS | 2012-01-01 | 2015-07-01 | $2,199 | $2,199 | $2,199 | |
| JP MORGAN 1250 GAIN | 2012-01-01 | 2016-07-01 | $82 | $82 | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $603,759 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,830,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $227,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,783,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $310,521 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,106,414 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,946,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $364,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,432,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0567 | DistributionYr5Rt |
| Total Distribution | 0.206217 | TotalDistributionRt |
| Average Distribution | 0.041243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,346,728 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $467,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,967 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $519,978 | 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 | $4,967 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,967 | SubtotalAmt |
| Tax Based On Investment Income | $4,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,821 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,821 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,854 | OverpaymentAmt |
| Applied To ES Tax | $8,854 | 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 |
| 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 0 | $0 | $0 | $0 | |
| Donna Macdonald | |||||||||
| 4201 North Lakeshore Drive | Wausau | WI | 54401 | Trustee | 0 | $0 | $0 | $0 | |
| Matthew Macdonald | |||||||||
| 8517 Excelsior Drive | Madison | WI | 53717 | Trustee | 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 | $9,743,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,776,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,519,521 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,519,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,346,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,967 | TotalTaxAmt |
| Distributable Before Adj | $562,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $562,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $562,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $519,978 | 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 | $519,978 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,967 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $515,011 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,369 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $53,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $64,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $519,978 | QualifyingDistributionsAmt |
| Applied To Current Year | $519,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,772 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,788 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $64,984 | ExcessFromYear1Amt |
| 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 (35 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 | $25,000 | |
| Wausau Youth Baseball | ||||||||
| 1200 West Wausau Ave | Wausau | WI | 54401 | None | PC | ENCOURAGE & SUPPORT YOUTH ATHLETICS | $5,000 | |
| Rolling Hills Preparatory School | ||||||||
| 300A Paseo Del Mar | Palos Verdes Estates | CA | 90274 | None | PC | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $200,900 | |
| United Cerbral Palssy | ||||||||
| 6430 Indepedendce Avenue | Woodland Hills | CA | 91367 | None | PC | FOR PROGRAMS AND FACILITIES | $26,500 | |
| Aspirus Health Foundation | ||||||||
| 425 Pine Ridge Blvd | Wausau | WI | 54401 | None | PC | Support Hospice Care | $2,000 | |
| American Cancer Society | ||||||||
| 5731 W Slauson Ave | Culver City | CA | 90230 | None | PC | Cancer Research | $20,500 | Ste 200 |
| MBX - Mira Costa Baseball Boosters | ||||||||
| PO Box 1585 | Manhattan Beach | CA | 90267 | None | PC | Support athletic activities | $2,500 | |
| Wausau West Diamond Club | ||||||||
| 1200 W Wausau Ave | Wausau | WI | 54402 | None | PC | Encourage and support youth baseball | $1,000 | |
| 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 | |
| Mt Sinai Sisterhood | ||||||||
| 910 W Randolph Street | Wausau | WI | 54401 | None | PC | Funds to support sisterhood projects | $500 | |
| American Legion Post 10 | ||||||||
| 1001 Golf Club Rd | Wausau | WI | 54403 | None | PC | To assist veterans and their families | $2,000 | |
| Wausau & Marathon County | ||||||||
| 212 River Drive | Wausau | WI | 54403 | None | GOV | Batting Cage Donation to Park | $6,578 | |
| Woodson YMCA | ||||||||
| 707 3rd Street | Wausau | WI | 54403 | None | PC | Help enable low-income children, families and adults experience the Y through programs | $2,500 | |
| Samoset Council Boy Scouts of America | ||||||||
| 3511 Cmap Phillips Rd | Weston | WI | 54476 | None | PC | Values based youth development | $2,500 | |
| Community Foundation of North Central Wisconsin | ||||||||
| 500 First Street | Wausau | WI | 54403 | None | PC | Edgar Summmary Baseball Fund | $50,000 | |
| Childrens Miracle Network | ||||||||
| 205 W 700 South | Salt Lake City | UT | 84101 | None | PC | To Support the Childrens Miracle Network Mission in providing better and affordable care for children | $4,000 | |
| 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 | |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Ave Ste 200 | Manhattan Beach | CA | 90266 | None | PC | Provide Support to the area's needy families and other non-profit orgs | $10,000 | |
| Forrest Goetsch Charities | ||||||||
| R11581 Sportsmans Lane | Schofield | WI | 54476 | None | PC | Organization to promote outdoor youth activities | $2,000 | |
| Angel On My Shoulder | ||||||||
| 1611 Pint Tree Lane | St Germain | WI | 54558 | None | PC | Furthering the well-being of those affected by cancer through empowerment, enhancement of their quality of life, and the creation of hope for the future | $5,000 | |
| Big BrothersBig Sisters | ||||||||
| 2600 Stewart Avenue Ste 262 | Wausau | WI | 54401 | None | PC | Mentoring the youth in the wausau community | $20,000 | |
| California Indian Manpower Consortium | ||||||||
| 738 North Market Blvd | Sacramento | CA | 95834 | None | PC | Creating positive change for Native Communities | $4,000 | |
| Lew & Clark College | ||||||||
| 0615 SW Palatine Hill Road | Portland | OR | 97219 | None | PC | Encourage & Support Athletics | $35,000 | |
| Center for Visual Arts | ||||||||
| 400 N 4th Atreet | Wausau | WI | 54403 | None | PC | Support local community artists | $10,000 | |
| Juvenile Diabetes Research Foundation | ||||||||
| 26 Broadway 14th Floor | New York | NY | 10004 | None | PC | Funding research | $5,000 | |
| Blessings in a Backpack | ||||||||
| 4121 Shelbyville Road | Louisville | KY | 40207 | None | PC | Feed hungry children in communities | $1,500 | |
| Newman Catholic Schools | ||||||||
| 619 Stark Street | Wausau | WI | 54403 | None | PC | Support Education | $10,000 | |
| 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 | $1,000 | |
| St Annes Catholic Church | ||||||||
| 700 W Bridge Street | Wausau | WI | 54401 | None | PC | Helping people grow in the image of Christ | $10,000 | |
| Marshfield Clinic Health System | ||||||||
| 1000 North Oak Ave 1R1 | Marshfield | WI | 54449 | None | PC | Catherine Fonti Angel Fund - Breast Cancer Prevention & Treatment | $12,500 | |
| Ashland Emergency Food Bank | ||||||||
| 560 Clover Ln | Ashland | OR | 97520 | None | PC | Food assistance | $500 | |
| National Parks Conservation Association | ||||||||
| 777 6th Street NW | Washington | DC | 20001 | None | PC | Support to defend and protect America's pristine natural places | $1,000 | |
| The Neighbors Place | ||||||||
| 745 Scott St | Wausau | WI | 54403 | None | PC | To help people in need. | $5,000 | |
| Wausau School District | ||||||||
| 1200 West Wausau Avenue | Wausau | WI | 54401 | None | PC | ENCOURAGE & SUPPORT YOUTH ATHLETICS | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,978 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| 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 | $325,645 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523999 | BusinessCd |
| Unrelated Business Taxbl Incm | $21 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,507 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| BOARDWALK PIPELINE BUS LOSS | 523000 | -$3,062 |
| BOARDWALK PIPELINE CASH CONTRIBUTION | 523920 | -$8 |
| ENTERPRISE PRODUCTS BUS LOSS | 523920 | -$4,851 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,900 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $522,836 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Mark Donna Macdonald | ||||||
| 1 | 4201 North Lakeshore Drive | Wausau | WI | 54401 | $150,000 | Yes (X) |
| Mark Donna Macdonald | ||||||
| 2 | 4201 North Lakeshore Drive | Wausau | WI | 54401 | $100,000 | Yes (X) |
| Mark Donna Macdonald | ||||||
| 3 | 4201 North Lakeshore Drive | Wausau | WI | 54401 | $100,000 | Yes (X) |
| Mark Donna Macdonald | ||||||
| 4 | 4201 North Lakeshore Drive | Wausau | WI | 54401 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,200 | Amt |
| Net Investment Income | $5,700 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOARDWALK K-1 | $55,829 | $51,551 | $52,080 |
| ENTERPRISE K-1 | $40,515 | $31,104 | $81,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALZIED GAINS/LOSSES ON INVESTMEN | Desc |
| Amt | $4,763 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BOARDWALK PIPELINE BUS LOSS | $3,062 | $3,062 |
| BOARDWALK PIPELINE CASH CONTR | $8 | $8 |
| ENTERPRISE PRODUCTS BUS LOSS | $4,581 | $4,581 |
| MISCELLANEOUS EXPENSES | $209 | $209 |
| REGISTRATION FEES | $150 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| JP Morgan 1231 Loss | -$75 | |
| JP Morgan-Payments in Lieu of Div or Int | $3,659 | $3,659 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $1,470 | $1,470 |
| INVESTMENT EXP - JP MORGAN | $4,549 | $4,549 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Donna Macdonald | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 North Lakeshore Drive | AddressLine1Txt |
| City | Wausau | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAXES PAYMENTS 2016 | $7,500 | |
| FOREIGN TAXES | $14,420 | $14,420 |
| FRANCHISE TAX BOARD CA | $10 |
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