MACDONALD FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MACDONALD FOUNDATION (EIN 33-6269762)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-25
IRS object ID
201231469349100203
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-25T10:36:41-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kiesling Associates LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18517 Excelsior Dr Ste 301AddressLine1
CityMadisonCity
StateWIState
ZIP Code53717ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN336269762EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MACDONALD FAMILY CHARITABLE TRUSTBusinessNameLine1
Business Name Line2CO MARK AND DONNA MACDONALDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMACDNameControl
Phone8778295500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11561 GATES AVEAddressLine1
CityMANHATTAN BEACHCity
StateCAState
ZIP Code90266ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK MACDONALDName
TitleTrusteeTitle
Date Signed2012-05-25DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMichelle Eno Tax ManagerName
Phone6086649110Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7101736FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1400000ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss195InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm195InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss162732DividendsRevAndExpnss
Dividends Net Invst Incm162732DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss423688NetGainSaleAssetsRevAndExpnss
Gross Sales Price1362626GrossSalesPrice
Capital Gain Net Incm Net Invst Incm423688CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm2660NetSTCGAdjNetIncm
Total Revenue And Expenses1986615TotalRevenueAndExpenses
Total Net Investment Income586615TotalNetInvestmentIncome
Total Adjusted Net Income2660TotalAdjustedNetIncome
Accounting Fees Rev And Expnss3500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3500AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss74930OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm74930OtherProfFeesNetInvstIncm
Taxes Rev And Expnss4286TaxesRevAndExpnss
Taxes Net Invst Incm4286TaxesNetInvstIncm
Other Expenses Rev And Expnss160OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm160OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss82876TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm82876TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss364750ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps364750ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss447626TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm82876TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps364750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1538989ExcessOfRevenueOverExpenses
Net Investment Income503739NetInvestmentIncome
Adjusted Net Income2660AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY25262CashBOY
Cash EOY964CashEOY
Cash EOYFMV964CashEOYFMV
Savings And Temp Cash Invst BOY2153837SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2463699SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2463699SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY792563InvestmentsGovtObligBOY
Investments Govt Oblig EOY1476588InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1357727InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY2736381InvestmentsCorpStockBOY
Investments Corp Stock EOY2559692InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2763207InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY681556InvestmentsCorpBondsBOY
Investments Corp Bonds EOY481457InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV516139InvestmentsCorpBondsEOYFMV
Total Assets BOY6389599TotalAssetsBOY
Total Assets EOY6982400TotalAssetsEOY
Total Assets EOYFMV7101736TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY6389599CapitalStockBOY
Capital Stock EOY6982400CapitalStockEOY
Total Net Assets BOY6389599TotalNetAssetsBOY
Total Net Assets EOY6982400TotalNetAssetsEOY
Total Liabilities Net Assets BOY6389599TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6982400TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY6389599TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1538989ExcessOfRevenueOverExpenses
Subtotal7928588Subtotal
Other Decreases946188OtherDecreases
Total Net Assets Fund Balances EOY6982400TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Gain Or LossGainOrLossDescription Of AssetDescriptionOfAsset
245
Capital Gain Dividends
FieldValueIRS element (for citing)
Capital Gain Net Income423688CapitalGainNetIncome
Net Short Term Capital Gain Or Loss2660NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1255150QualifyingDistributionsYear1
Noncharitable Assets Year15467941NoncharitableAssetsYear1
Distribution Ratio Year10.04666DistributionRatioYear1
Qualifying Distributions Year2534219QualifyingDistributionsYear2
Noncharitable Assets Year24491580NoncharitableAssetsYear2
Distribution Ratio Year20.11894DistributionRatioYear2
Qualifying Distributions Year3626121QualifyingDistributionsYear3
Noncharitable Assets Year34555629NoncharitableAssetsYear3
Distribution Ratio Year30.13744DistributionRatioYear3
Qualifying Distributions Year4626707QualifyingDistributionsYear4
Noncharitable Assets Year44031745NoncharitableAssetsYear4
Distribution Ratio Year40.15544DistributionRatioYear4
Qualifying Distributions Year51793743QualifyingDistributionsYear5
Noncharitable Assets Year52974972NoncharitableAssetsYear5
Distribution Ratio Year50.60294DistributionRatioYear5
Total Distribution Ratio1.06143TotalDistributionRatio
Average Distribution Ratio0.21229AverageDistributionRatio
Net Noncharitable Assets6432925NetNoncharitableAssets
Adjusted Noncharitable Assets1365613AdjustedNoncharitableAssets
One Percent Net Investment Income5037OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1370650AdjNonchrtblAssetsAndOnePct
Qualifying Distributions364750QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax10075InvestmentIncomeExciseTax
Subtotal10075Subtotal
Tax Based On Investment Income10075TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3922EstTaxPaymentsAndOverpayment
Total Credits And Payments3922TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment64PenaltyForUnderpayment
Tax Due6217TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK MACDONALDBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8778295500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11561 GATES AVEAddressLine1
CityMANHATTAN BEACHCity
StateCAState
ZIP Code90266ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
DONNA MARIE MACDONALD
1561 GATES AVEMANHATTAN BEACHCA90266Trustee1.000
MARK MACDONALD
1561 GATES AVEMANHATTAN BEACHCA90266Trustee1.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4552026AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1978862AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6530888TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets6530888AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable97963CashDeemedCharitable
Net Noncharitable Assets6432925NetNoncharitableAssets
Minimum Investment Return321646MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return321646MinimumInvestmentReturn
Tax Based On Investment Income10075TaxBasedOnInvestmentIncome
Total Tax10075TotalTax
Distributable Amount Before Adj311571DistributableAmountBeforeAdj
Distributable Amount Before Ded311571DistributableAmountBeforeDed
Distributable Amount As Adjusted311571DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions364750ExpensesAndContributions
Qualifying Distributions364750QualifyingDistributions
Adj Qualifying Distributions364750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted311571DistributableAmountAsAdjusted
Excess Distri Carryover Year51650610ExcessDistriCarryoverYear5
Excess Distri Carryover Year4435293ExcessDistriCarryoverYear4
Excess Distri Carryover Year3407628ExcessDistriCarryoverYear3
Excess Distri Carryover Year2309640ExcessDistriCarryoverYear2
Total Excess Distri Carryover2803171TotalExcessDistriCarryover
Qualifying Distributions364750QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year311571AppliedToCurrentYear
Remaining Distri From Corpus53179RemainingDistriFromCorpus
Total Corpus2856350TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year51650610ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1205740ExcessDistriCyovToNextYear
Excess From Year4435293ExcessFromYear4
Excess From Year3407628ExcessFromYear3
Excess From Year2309640ExcessFromYear2
Excess From Current Year53179ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDONNA MARIE MACDONALDContributingManager
Contributing ManagerMARK MACDONALDContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
GOOD SHEPARD CENTER
1650 ROCKWOOD STLOS ANGELESCA90026NoneN/AFOR HOMELESS WOMEN AND CHILDREN$100
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013NoneN/ANEEDS OF THE HOMELESS AND HUNGRY$100
MOVEMBER
PO BOX 2726VENICECA90294NoneN/ATO FUND RESEARCH FOR PROSTATE CANCER.$1,000
CATHOLIC EDUCATION FOUNDATION
3424 WILSHIRE BLVDLOS ANGLESCA90010NoneN/AFOR SCHOLARSHIP FUND$10,000
VALUE SCHOOLS
221 N WESTMORELAND AVELOS ANGELESCA90004NoneN/AFOR SCHOOL BUILDING AND OTHER EXPENSES.$500
LOS ANGELES MISSION
303 EAST 5TH STREETLOS ANGELESCA90013NoneN/ANEEDS OF THE HOMELESS AND HUNGRY$100
THE PAINTED TURTLE
1300 4TH STREET SUITE 300SANTA MONICACA90401NoneN/ASERVICES FOR YOUTH$1,500
HABITAT FOR HUMANITY
17700 SOUTH FIGUEROA STGARDENACA90248NoneN/AFOR HOUSING MINISTRY SUPPORT$5,000
MY FRIEND'S PLACE
PO BOX 3867HOLLYWOODCA90078NoneN/ASERVICES FOR HOMELESS YOUTH$10,000
OXFAM AMERICA
226 CAUSEWAY STREET 5TH FLOORBOSTONMA02114NoneN/AFOR EMERGENCY RELIEF$20,000
BOYS AND GIRLS CLUB OF VENICE
2232 LINCOLN BLVDVENICECA90291NoneN/ASERVICES FOR YOUTH$25,000
MANHATTAN BEACH LITTLE LEAGUE
PO BOX 3512MANHATTAN BEACHCA90266NoneN/AFOR CHILDRENS RECREATION PROGRAMS$110,550
AMERICAN CANCER SOCIETY
5731 W SLAUSON AVE STE 200CULVER CITYCA90230NoneN/ACANCER RESEARCH$20,000
TOGETHER IN MISSION
3424 WILSHIRE BLVDLOS ANGELESCA90010NoneN/AFOR MISSION WORK$1,000
OUR LADY OF GUADALUPE CHURCH
320 MASSEY STREETHERMOSA BEACHCA90254NoneN/AFOR SCHOOL BUILDING$31,000
UNITED CEREBRAL PALSY
15030 VENTURA BLVDSHERMAN OAKSCA91403NoneN/AFOR PROGRAMS AND FACILITIES$25,000
ROLLING HILLS PREPARATORY SCHOOL
300A PASEO DEL MARPALOS VERDES ESTATESCA90274NoneN/AFOR SCHOLARSHIP FUND AND SCHOOL BUILDINGS$103,900
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year364750TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$195ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$162,732ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Unrelated Business Income$245UnrelatedBusinessIncomeAmount
Exclusion Code18ExclusionCode
Exclusion$423,443ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$245UnrelatedBusinessIncomeAmount
Exclusion$586,370ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA586615TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$3,500Amount
Net Investment Income3500NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
Unrealized Capital Losses$934,248
Federal Taxes Paid$11,940

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
REGISTRATION FEE150150
MISCELLANEOUS EXPENSES1010

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NWQ INVESTMENT MANAGEMENT COMP$62,0016200100
INVESTMENT EXPENSES$12,9291292900

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategory
Amount$4,286Amount
Net Investment Income4286NetInvestmentIncome

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.