MACDONALD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202533039349100543
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T14:19:22+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2024-01-01 | 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 |
| 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 | CO MARK MACDONALD 226041 BAYVIEW DR | 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 | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristin Tynon | PreparerPersonNm |
| PTIN | P01063388 | PTIN |
| Phone | 6086649110 | PhoneNum |
| Preparation | 2025-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,028,779 | 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 | $760 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,730 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,730 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $536,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $472,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,845,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $472,633 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $10,886 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,033,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,020,322 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,607 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $23,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,003 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,057 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $753,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $718,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $280,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,000,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $1,128 | CashEOYAmt |
| Cash EOYFMV | $1,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,970,494 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,074,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,074,155 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,705,981 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,468,810 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,758,148 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,547,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,983,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,702,419 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $394,062 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $486,942 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $492,929 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,617,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,014,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,028,779 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,617,882 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,014,763 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,617,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,014,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,617,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,014,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,617,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $280,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $116,487 | OtherIncreasesAmt |
| Subtotal | $12,014,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,014,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| GAIN/LOSS FROM SALE OF SECURITIES | P | 2023-01-01 | 2024-12-31 | $1,517,680 | $1,046,198 | $471,482 | $0 | $471,482 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2023-01-01 | 2024-12-31 | $1,151 | $0 | $1,151 | $0 | $1,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $472,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,909 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,909 | SubtotalAmt |
| Tax Based On Investment Income | $13,909 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,891 | OverpaymentAmt |
| Applied To ES Tax | $10,891 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK MACDONALD | IndividualWithBooksNm |
| Phone | 3104631744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226041 BAYVIEW 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 |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK MACDONALD | |||||||||
| CO MARK MACDONALD | 226041 BAYVIEW DR | WAUSAU | WI | 54401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA MACDONALD | |||||||||
| CO MARK MACDONALD | 226041 BAYVIEW DR | WAUSAU | WI | 54401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW MACDONALD | |||||||||
| CO MARK MACDONALD | 226041 BAYVIEW DR | WAUSAU | WI | 54401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,848,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,233,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,081,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,081,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,870,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $693,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $693,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,909 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,909 | TotalTaxAmt |
| Distributable Before Adj | $679,612 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $679,612 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $679,612 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $718,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $718,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,612 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,804 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,964 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $22,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $718,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $679,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,846 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,614 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,804 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,964 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $38,846 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK MACDONALD TRUSTEE | ContributingManagerNm |
| Contributing Manager | DONNA MACDONALD TRUSTEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Community Center of Hope | |||||||
| PO BOX 125 607-13TH STREET | MOSINEE | WI | 54455 | NONE | PC | FOOD PANTRY | $2,500 |
| Jireh Food Pantry | |||||||
| 6506 VOLKMAN STREET | WESTON | WI | 54476 | NONE | PC | PROVIDE FOOD, CLOTHING, GIFT CARDS, AND MEALS FOR PEOPLE IN NEED IN THE WAUSAU AREA | $7,000 |
| Boys & Girls Club of Wausau | |||||||
| PO BOX 2386 | WAUSAU | WI | 54402 | NONE | PC | SERVICES FOR YOUTH | $30,000 |
| WISCONSIN AUTOMOTIVE AND TRUCK EDUCATION ASSOCIATION | |||||||
| PO BOX 1542 | WAUSAU | WI | 54402 | NONE | PC | TO ASSIST FAMILIES AND INDIVIDUALS TO OVERCOME TRANSPORTATION OBSTACLES | $3,000 |
| The 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 | $17,500 |
| Oregon Shakespeare Festival | |||||||
| PO BOX 158 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | NONE | PC | BENEFITS EDUCATION PROGRAMS, THE CREATION OF NEW WORK, AND WORK TO REVOLUTIONIZE THE FIELD OF THEATRE | $5,000 |
| Wausau Youth Baseball & Softball | |||||||
| 324 EAST WAUSAU AVE | WAUSAU | WI | 54403 | NONE | PC | HELPING YOUTH IN THE WAUSAU COMMUNITY | $7,500 |
| Community Foundation of North Central Wisconsin | |||||||
| 200 WASHINGTON STREET SUITE 120 | WAUSAU | WI | 54403 | NONE | PC | VARIOUS ORGANIZATION DONATIONS - TO ENHANCE THE QUALITY OF LIFE IN THEIR REGION | $104,500 |
| Samoset Council Scouts of America | |||||||
| 3511 CAMP PHILLIPS RD | WESTON | WI | 54476 | NONE | PC | VALUES BASED YOUTH DEVELOPMENT | $3,000 |
| K-Tech Charities | |||||||
| 7710 TECHNOLOGY DRIVE | WESTON | WI | 54476 | NONE | PC | PROVIDED SUPPORT TO THE AREA'S NEEDY FAMILIES AND OTHER NON-PROFIT ORGS | $6,000 |
| Mosinee School District | |||||||
| 146001 STATE HIGHWAY 153 | MOSINEE | WI | 54455 | NONE | GOV | BASEBALL AND SOFTBALL PROGRAM SUPPORT | $10,000 |
| Performing Arts Foundation | |||||||
| 401 N 4TH ST | WAUSAU | WI | 54403 | NONE | PC | PROMOTE EXCELLENCE IN THE PERFORMING ARTS IN | $7,500 |
| Monk Botanical Gardens | |||||||
| 518 S 7TH AVENUE | WAUSAU | WI | 54401 | NONE | PC | CURATE BEAUTIFUL GARDENS AND DELIVER ENGAGING EDUCATIONAL PROGRAMS | $25,000 |
| Aspirus Health Foundation | |||||||
| 425 PINE RIDGE BOULEVARD | WAUSAU | WI | 54401 | NONE | PC | SUPPORT ASPIRUS HEALTH AND ITS MISSION TO HEAL PEOPLE, PROMOTE HEALTH AND STRENGTHEN COMMUNITIES | $15,000 |
| Children's Miracle Network | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PC | TO PROVIDE THE BEST CARE FOR KIDS, CHILDREN'S HOSPITALS RELY ON DONATIONS AND COMMUNITY SUPPORT | $5,000 |
| DC Everest School District | |||||||
| 6300 ALDERSON ST | SCHOFIELD | WI | 54476 | NONE | GOV | TO HELP WITH ACADEMICS | $5,500 |
| Big Brothers Big Sisters of North Central Wisconsin | |||||||
| 227400 RIB MOUNTAIN DRIVE SUITE G | WAUSAU | WI | 54401 | NONE | PC | MENTORING THE YOUTH IN THE WAUSAU COMMUNITY | $20,000 |
| The Women's Community | |||||||
| 3200 HILLTOP AVE | WAUSAU | WI | 54401 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Wausau School District | |||||||
| 415 SEYMOUR STREET | WAUSAU | WI | 54403 | NONE | GOV | HELP WITH SCHOOL DISTRICT FUNDS | $10,000 |
| Breakthrough T1D | |||||||
| PO BOX 5064 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Bridge Streeet Mission | |||||||
| 115 W BRIDGE STREET | WAUSAU | WI | 54401 | NONE | PC | PROVIDING QUALITY MEALS AND SAFE SHELTER FOR THOSE IN OUR COMMUNITY | $55,000 |
| Children's Imaginarium | |||||||
| PO BOX 1548 | WAUSAU | WI | 54402 | NONE | PC | INSPIRE AND DISCOVERY AND IMAGINATION THROUGH HANDS-ON EXPLORATION AND EDUCATIONAL EXPERIENCES | $5,000 |
| Everest Area Youth Baseball | |||||||
| 5809 ALTA VERDE ST | WESTON | WI | 54476 | NONE | PC | TO HELP THE YOUTH BASEBALL PROGRAM | $3,000 |
| St Pius X St Matthias | |||||||
| 7851 GARDENDALE ST | DOWNEY | CA | 90242 | NONE | PC | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $55,000 |
| Marshfield Clinic Health Foundation | |||||||
| 1000 NORTH OAK AVENUE | MARSHFIELD | WI | 54449 | NONE | PC | HELPS CHILDREN'S MIRACLE NETWORK HOSPITALS CONTINUE THEIR MISSION OF HELPING LOCAL SICK AND INJURED CHILDREN | $75,000 |
| Everest Fast Pitch Inc | |||||||
| PO BOX 236 | SCHOFIELD | WI | 54476 | NONE | PC | HELPING YOUTH IN THE WAUSAU COMMUNITY | $3,000 |
| School Dist of Edgar | |||||||
| 203 E Birch Street | EDGAR | WI | 54426 | NONE | GOV | Support for A Walk in Their Shoes | $2,500 |
| Junior Achievement of Wisconsin | |||||||
| 300 RD ST STE L04 | WAUSAU | WI | 54403 | NONE | PC | JUNIOR ACHIEVEMENT TITAN BUSINESS CHALLENGE | $2,500 |
| Girl Scouts of the Northwestern Great Lakes Inc | |||||||
| 4693 N LYNNDALE DR | APPLETON | WI | 54913 | NONE | PC | HELP PROVIDE LEADERSHIP DEVELOPMENT, SOCIAL CONNECTEDNESS, SCHOLARSHIPS, TOOLS FOR VOLUNTEERS, AND A RICH COMMUNITY ENVIRONMENT | $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 | $7,500 |
| Newman Catholic Schools | |||||||
| 1130 Bridge Streeet | WAUSAU | WI | 54401 | NONE | PC | SUPPORT EDUCATION | $22,500 |
| Performing Arts Foundation | |||||||
| 401 N 4TH ST | WAUSAU | WI | 54403 | NONE | PC | PROMOTE EXCELLENCE IN THE PERFORMING ARTS IN NORTH CENTRAL WISCONSIN | $50,000 |
| 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 | $15,000 |
| Rogue Valley Farm to School | |||||||
| 223 5TH STREET | ASHLAND | OR | 97520 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Salvation Army | |||||||
| 304 Beatty Street | MEDFORD | OR | 97501 | NONE | PC | TO HELP PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS | $5,000 |
| Ashland Emergency Food Bank | |||||||
| 560 CLOVER LN | ASHLAND | OR | 97520 | NONE | PC | FOOD ASSISTANCE | $5,000 |
| Access Building Community | |||||||
| 3630 AVIATION WAY | MEDFORD | OR | 97504 | NONE | PC | PROVIDE TEMPORARY SHELTER ASSISTANCE, DEPOSIT ASSISTANCE, FOOD ASST, AND VITAL NEEDS TO THOSE IMPACTED BY LOCAL WILD FIRES | $5,000 |
| Rogers Behavioral Health Foundation | |||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Dream Flight USA Foundation | |||||||
| PO BOX 1931 | WAUSAU | WI | 54402 | NONE | PC | DEDICATED TO HONORING SENIORS AND MILITARY VETERANS | $2,000 |
| Boys & Girls Club of 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 |
| Opportunities For Housing Resources And Assistance | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Southern Oregon Land Conservacy | |||||||
| PO BOX 954 | ASHLAND | OR | 97520 | NONE | PC | SOLC WORKS COOPERATIVELY WITH LANDOWNERS AND COMMUNITIES TO SAVE OUR REGION'S SPECIAL PLACES FOR TODAY, TOMORROW, AND BEYOND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,730 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,872 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $472,633 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $10,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,033,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,033,121 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES - WIPFLI | $10,000 | $1,000 | $0 | $9,000 |
| ACCOUNTING FEES - FORVIS MAZARS | $16,065 | $1,607 | $0 | $14,458 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $486,942 | EOYBookValueAmt |
| EOYFMV | $492,929 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SEE ATTACHED STATEMENT | $3,550,396 | $5,450,418 |
| MUTUAL FUNDS - SEE ATTACHED STATEMENT | $1,433,332 | $1,252,001 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,468,810 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,758,148 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SUBSCRIPTION RENEWAL | $1,345 | $1,345 |
| ADR FEES | $678 | $678 |
| OTHER EXPENSES | $34 | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $10,886 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES ON INVESTMENTS | Desc |
| Amt | $116,487 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $9,010 | Amt |
| Net Investment Income | $9,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2023 EXTENSION PAYMENT | $8,500 | |
| 2024 ESTIMATED TAXES | $6,852 | |
| FOREIGN TAXES | $6,003 | $6,003 |
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