MACDONALD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-14
- IRS object ID
- 201642889349100304
- Schema version
- 2015v2.0
- 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
- 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 | 2016-10-14T09:30:21-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kiesling Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8517 Excelsior Dr Ste 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 | 2015-01-01 | 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 | CO MARK AND DONNA MACDONALD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Foundation Manager | PersonTitleTxt |
| Signature | 2016-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew Macdonald Partner | PreparerPersonNm |
| PTIN | P00943707 | PTIN |
| Phone | 6086649110 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $10,826,975 | 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 | $1,026,616 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $304,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$274 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,338,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $312,052 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $13,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,440 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,561 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,611 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,759 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $655,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $682,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $325,430 | CashBOYAmt |
| Cash EOY | $224,247 | CashEOYAmt |
| Cash EOYFMV | $224,247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $949,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,528,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,528,980 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,537,617 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,578,832 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,516,220 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,862,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,807,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,262,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $81,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $194,633 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,200 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $96,344 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $116,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,756,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,430,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,826,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,756,292 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,430,499 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,756,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,430,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,756,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,430,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,756,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $682,913 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,439,205 | SubtotalAmt |
| Other Decreases | $8,706 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,430,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Enterprise Products Partners | P | 2012-01-01 | 2015-07-01 | $236 | $236 | $236 | |
| JP Morgan Capital Gains | P | 2012-01-01 | 2015-07-01 | $7,669 | $7,669 | $7,669 | |
| JP morgan 1250 Gain | P | 2012-01-01 | 2015-07-01 | $169 | $169 | $169 | |
| Publically traded securities | P | 2012-01-01 | 2015-07-01 | $14,178 | $14,178 | $14,178 | |
| Publically traded securities | P | 2015-01-01 | 2015-07-01 | $159,498 | -$1,774 | -$1,774 | $161,272 |
| Publically traded securities | P | 2012-01-01 | 2015-07-01 | $570,994 | -$12,690 | -$12,690 | $583,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,783,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $310,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,106,414 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03410 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $267,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,946,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $364,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,432,925 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05670 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $255,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,467,941 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04666 | DistributionYr5Rt |
| Total Distribution | 0.197136 | TotalDistributionRt |
| Average Distribution | 0.039427 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,830,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $427,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,769 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $429,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $603,759 | 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 | $2,769 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,769 | SubtotalAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,090 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,090 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,321 | OverpaymentAmt |
| Applied To ES Tax | $6,321 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MACDONALD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8778295500 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| MARK MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | $0 |
| DONNA MARIE MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | $0 |
| MATTHEW MACDONALD | ||||||
| 8517 EXCELSIOR DRIVE | MADISON | WI | 53717 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,506,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,489,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,995,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,995,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,830,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $541,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $541,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,769 | TotalTaxAmt |
| Distributable Before Adj | $538,775 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $538,775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $538,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,759 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $603,759 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,769 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $600,990 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $538,775 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $53,179 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $53,179 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $603,759 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $538,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,984 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,163 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $118,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,179 | ExcessFromYear4Amt |
| Excess From Current Year | $64,984 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK MACDONALD | ContributingManagerNm |
| Contributing Manager | DONNA MARIE MACDONALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROLLING HILLS PREPARATORY SCHOOL | |||||||
| 300A PASEO DEL MAR | PALOS VERDES ESTATES | CA | 90274 | None | N/A | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $51,800 |
| UNITED CEREBRAL PALSY | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91367 | None | NonProfit | FOR PROGRAMS AND FACILITIES | $25,900 |
| BIG BROTHER BIG SISTER | |||||||
| 2600 STEWART AVENUE SUITE 262 | WAUSAU | WI | 54401 | None | N/A | MENTORING THE YOUTH IN THE WAUSAU COMMUNITY | $17,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 5731 W SLAUSON AVE STE 200 | CULVER CITY | CA | 90230 | None | NonProfit | CANCER RESEARCH | $20,000 |
| BOYS GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 54402 | None | NonProfit | SERVICES FOR YOUTH | $20,000 |
| MARSHFIELD CLINIC | |||||||
| 1000 NORTH OAK AVE 1R1 | MARSHFIELD | WI | 54449 | None | NonProfit | CATHERINE FONTI ANGEL FUND -BREAST CANCER PREVENTION & TREATMENT | $12,500 |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | None | NonProfit | SERVICES FOR HOMELESS YOUTH | $10,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | None | NonProfit | SERVICES FOR THE HOMELESS | $200 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | None | NonProfit | NEEDS OF THE HOMELESS AND HUNGRY | $200 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | None | NonProfit | FOR ASSISTANCE TO THE HOMELESS FOOD SHELTER | $500 |
| BOY SCOUTS OF AMERICA - SAMOSET COU | |||||||
| 3511 CAMP PHILLIPS RD | WESTON | WI | 54476 | None | NonProfit | Values based youth development | $2,500 |
| GOOD SHEPARD CENTER | |||||||
| 1650 ROCKWOOD ST | LOS ANGELES | CA | 90026 | None | NonProfit | FOR HOMELESS WOMEN AND CHILDREN | $200 |
| THE SALVATION ARMY | |||||||
| 125 BERYL ST | REDONDO BEACH | CA | 90277 | None | NonProfit | COMMUNITY SUPPORT FOR THE NEEDY | $200 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | None | NonProfit | ADVANCE RESEARCH & SUPPORT PATIENTS WHO ARE AFFECTED BY PANCREATIC CANCER | $10,000 |
| K-TECH CHARITIES INC | |||||||
| 7710 TECHNOLOGY DRIVE | WESTON | WI | 54476 | None | Charity | PROVIDED SUPPORT TO THE AREA'S NEEDY FAMILIES AND OTHER NON-PROFIT ORGS | $5,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | None | NonProfit | TO SUPPORT THE CHILDREN'S MIRACLE NETWORK MISSION IN PROVIDING BETTER & AFFORDABLE CARE FOR CHILDREN | $8,000 |
| MANHATTAN BEACH YOUTH ATHLETICS | |||||||
| PO BOX 3512 | MANHATTAN BEACH | CA | 90266 | None | NonProfit | ENCOURAGE & SUPPORT YOUTH BASEBALL | $5,000 |
| ASPIRUS HEALTH FOUNDAION | |||||||
| 425 Pine Ridge Blvd | Wausau | WI | 54401 | NonProfit | Support Hospice Care | $1,800 | |
| LEWIS CLARK COLLEGE | |||||||
| 0615 SW Palatine Hill Rd | Portland | OR | 97219 | School | ENCOURAGE & SUPPORT ATHLETICS | $5,000 | |
| CENTER FOR THE VISUAL ARTS | |||||||
| 400 N 4th Street | Wausau | WI | 54403 | NonProfit | SUPPORT LOCAL COMMUNITY OF ARTS | $10,000 | |
| NEWMAN CATHOLIC SCHOOL | |||||||
| 619 Stark Street | Wausau | WI | 54403 | School | SUPPORT EDUCATION | $10,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIA | |||||||
| 777 6th Street NW | Washington | DC | 20001 | NonProfit | Support to defend and protect America's Pristine natural places | $1,000 | |
| WAUSAU MARATHON COUNTY PARK DEPT | |||||||
| 212 River Drive | Wausua | WI | 54403 | Public | LIGHT DONATION | $182,759 | |
| LONG BEACH RESCUE MISSION | |||||||
| PO Box 1969 | Long Beach | CA | 90801 | NonProfit | HELPING THE HOMELESS | $200 | |
| EVEREST GRIDIRON ON THE GREEN | |||||||
| 6500 ALDERSON ST | SCHOLFIELD | WI | 54476 | NonProfit | provide supplemental financial support through charitable fundraising activities in order to assist the D.C. Everest football program in producing respectful, responsible, productive citizens | $1,000 | |
| COMMUNITY FOUNDATION OF NORTHERN CE | |||||||
| 500 FIRST STREET | WAUSAU | WI | 54403 | NonProfit | Edgar Summary Baseball Fund | $145,000 | |
| THE NEIGHBORS PLACE | |||||||
| 745 SCOTT ST | WAUSAU | WI | 54403 | NonProfit | to help people in need | $3,000 | |
| MINISTRY SAINT CLARE'S HOSPITAL | |||||||
| 3400 Ministry Parkway | Weston | WI | 54476 | NonProfit | Funds help to provide programming to infants, childre and their fmailies. | $11,000 | |
| ST PIUS X ST MATTHIAS ACADEMY | |||||||
| 7851 E GARDENDALE STREET | DOWNEY | CA | 90242 | None | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $25,000 | |
| NORTHCENTRAL TECHNICAL COLLEGE FOUN | |||||||
| 1000 WEST CAMPUS | WAUSAU | WI | 54401 | None | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $500 | |
| NORTH BEND PERSBYERIAN CHURCH | |||||||
| 2238 PONY CREED ROAD | NORTH BEND | OR | 97459 | Funds help to provide programming | $1,000 | ||
| ANGEL ON MY SHOULDER | |||||||
| 1611 PINT TREE LN | ST GERMAIN | WI | 54558 | None | 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 | |
| WI AUTOMOTIVE AND TRUCK EDU ASSOC | |||||||
| PO BOX 1542 | Wausau | WI | 54402 | Charity | $3,000 | ||
| PEYTON'S PROMISE | |||||||
| 3502 MAKENZIE DRIVE | WESTON | WI | 54476 | HELP FIGHT THE HUNGER IN AMERICA | $1,000 | ||
| BLESSINGS IN A BACKPACK | |||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | PROVIDE FOOD ON THE WEEKENDS FOR SCHOOL CHILDREN | $1,500 | ||
| EMPOWERED DREAM HUNTS | |||||||
| 526 SANDY LANE | MOSINEE | WI | 54455 | Help the specially-abled outdoor enthusiast living in the Wisconsin communities to overcome natures challenges, break barriers and develop friendships to fulfill a dream. | $500 | ||
| ST VINCENT DE PAUL | |||||||
| 131 W THOMAS ST | WAUSAU | WI | 54401 | service to individuals in need. | $1,000 | ||
| ST ANNE PARISH | |||||||
| 700 W BRIDGE STREET | WAUSAU | WI | 54401 | None | helping people grow in the image of Christ. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,759 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,252 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,788 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $303,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,788 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,778 | 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 | CategoryTxt |
| Amt | $13,800 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Boardwalk K-1 Ending Capital Balance | $55,829 | |
| Boardwalk K-1 FMV | $39,940 | |
| Enterpriise K-1 FMV | $76,740 | |
| Enterprise K-1 Ending Capital Balance | $40,515 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Gains or Losses on Investments | Desc |
| Amt | $8,706 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Boardwalk Pipeline Partners - Bus loss | $3,455 | $3,455 |
| Boardwalk Pipeline Partners - Cash Contr | $7 | $7 |
| Enterprise Products Prtnrs - Bus Loss | $4,307 | $4,307 |
| Membership Fees | $75 | $75 |
| MISCELLANEOUS EXPENSES | $767 | $767 |
| Non-deductible Contributions | $800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$274 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $1,105 | $1,105 | $0 | $0 |
| Investment Expenses - JP Morgan | $4,335 | $4,335 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Mark Macdonald | |||
| 4201 North Lakeshore Drive | Wausua | WI | 54401 |
| Donna Macdonald | |||
| 4201 North Lakeshire Drive | Wausau | WI | 54401 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Estimated Tax Payments 2015 | $7,500 | |
| Foreign Taxes | $15,561 | $15,561 |
| Franchise Tax Board CA | $10 |
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