2024-11-01T10:19:09-05:00 2023-12-31 Forvis Mazars LLP 8517 Excelsior Drive Suite 301 Madison WI 53717 990PF 2023-01-01 336269762 The Macdonald Foundation C/O Mark and Donna Macdonald % MARK MACDONALD MACD 3104631744 226041 Bayview Drive Wausau WI 54401 MARK MACDONALD Trustee 3104631744 2024-11-15 true true Kristin Tynon P01063388 6086649110 2024-11-15 2023 2024-10-15 13:58:12Z X 13597497 X 124224 7779 7779 517778 520801 272727 1239857 272727 15119 937627 801307 0 11000 1100 0 9900 7591 7591 16403 4918 100 1208 1208 36202 14817 0 10000 590916 590916 627118 14817 0 600916 310509 786490 141197 2810158 1970494 1970494 1901428 3705981 4104242 5906041 5547345 7133862 397270 394062 388899 11156094 11617882 13597497 0 0 X 11156094 11617882 11156094 11617882 11156094 11617882 11156094 310509 151279 11617882 11617882 COVERED LONG TERM 2021-01-01 2023-12-31 699551 534443 165108 165108 COVERED SHORT TERM 2023-01-01 2023-12-31 28908 16599 12309 12309 NONCOVERED LONG TERM 2021-01-01 2023-12-31 158528 137719 20809 20809 CAPITAL GAIN DISTRIBUTION 1459 1459 1459 NONCOVERED SHORT TERM 2023-01-01 2023-12-31 224983 224983 COVERED LONG TERM 2021-01-01 2023-12-31 110343 37890 72453 72453 NONCOVERED SHORT TERM 2023-01-01 2023-12-31 15496 15496 CAPITAL GAIN DISTRIBUTION 589 589 589 272727 10932 10932 10932 6800 0 8500 15300 20 4348 4348 false false false false false false false true true CA true false false false false true MARK MACDONALD 3104631744 226041 BAYVIEW DRIVE Wausau WI 54401 false false false false false false false false false false false false false false false false false false false false false Mark Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 Donna Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 Matthew Macdonald 226041 Bayview Drive Wausau WI 54401 Trustee 1.0 0 0 0 10450975 2692308 0 13143283 0 13143283 197149 12946134 647307 647307 10932 10932 636375 636375 636375 600916 0 0 0 0 600916 636375 0 2021 2020 2019 0 53263 4964 58227 600916 0 600916 0 35459 35459 22768 0 0 0 0 22768 17804 4964 MARK MACDONALD DONNA MACDONALD X Boys & Girls Club Wausau PO Box 2386 Wausau WI 54402 None PC SERVICES FOR YOUTH 27500 St Pius X St Matthias 7851 Gardendale St Downey CA 90242 None PC FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND 52500 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 6000 Samoset Council Boy Scouts of America 3511 Camp Phillips Rd Weston WI 54476 None PC Values based youth development 3000 Wisconsin Automotive and Truck Education Assoc PO Box 1542 Wausau WI 54402 None PC To assist families and individuals to overcome transportation obstacles. 3000 Big BrothersBig Sisters North Central Wisconsin 227400 Rib Mountain Drive Suite G Wausau WI 54401 None PC Mentoring the youth in the wausau community 20000 Newman Catholic Schools 619 Stark Street Wausau WI 54403 None PC Support Education 20000 Ashland Emergency Food Bank 560 Clover Ln Ashland OR 97520 None PC Food assistance 5000 Boys & Girls Club Rogue Valley 203 SE 9th St Grants Pass OR 97526 None PC To provide year-round positive, fun and safe places for all youth 15000 JDRF 26 Broadway 14th Floor New York NY 10004 None PC Funds research that transforms the lives of people with type 1 diabetes 25000 Performing Arts Foundation 401 N 4th St Wausau WI 54403 None PC promote excellence in the performing arts in North Central Wisconsin 7500 Salvation Army 202 Callon St Wausau WI 54401 None PC To help preach the gospel of Jesus Christ and to meet human needs 12000 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 12000 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 17500 Community Center of Hope PO Box 125 607-13th Street Mosinee WI 54455 NONE PC food pantry 5000 Marshfield Clinic Health System 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 95000 Keep Area Teens Safe Inc 924 River Road Mosinee WI 54455 NONE PC youth shelter care facility serving runaway and homeless youth as a bridge to services for kids in need 12125 American Red Cross 431 18th Street NW Washington DC 20006 NONE PC Prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors 10000 Access Building Community 3630 Aviation Way Medord OR 97504 NONE PC Provide temporary shelter assistance, deposit assistance, food asst, and vital needs to those impacted by local wild fires 5000 Junior Achievement of Wisconsin Inc 11111 W Liberty Dr Milwaukee WI 53224 NONE PC Inspire Tomorrow's Campaign - Virtual Business Challenge 2500 Dream Flight USA Foundation PO Box 1931 Wausau WI 54402 NONE PC dedicated to honoring seniors and military veterans. 2000 Central Wisconsin Metals & Manufacturing Alliance 3118 Post Rd suite a Stevens Point WI 54481 NONE PC supporting the development of students in tech and industrial careers. initiatives, and partnerships with regional educational institutions and workforce development partnerships. 10000 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. 7000 Southern Oregon Land Conservancy 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. 2500 American Legion Post 10 1001 Golf Club Rd Wausau WI 54402 NONE PC To assist Veterans and their families 5000 Wausau Youth Baseball & Softball 324 East Wausau Ave Wausau WI 54403 NONE PC Helping youth in the Wausau community 7500 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 5000 DC Everest School District 6300 Alderson St Schofield WI 54476 NONE GOV To help with academics 5000 Girl Scouts of Northwestern Great Lakes 3511 Camp Phillips Rd Schofield WI 54476 NONE PC Help provide leadership development, social connectedness, scholarships, tools for volunteers, and a rich community environment 3000 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 42000 Marathon Baseball Association 1409 W Knox St Wausau WI 54401 NONE PC To help with baseball program 250 Mosinee Youth Baseball PO Box 121 Mosinee WI 54455 NONE PC To help with baseball program 250 Everest Area Youth Baseball 5809 Alta Verde St Weston WI 54476 NONE PC To help the youth baseball program 5000 Middle Grounds of Central Wisconsin 1107 11th Street Mosinee WA 544551216 NONE PF Our goal is to provide a safe, comfortable place young people can hang out 2000 Wausau School District 415 Seymour Street Wausau WI 54403 NONE GOV Help with School District Funds 15000 Wisconsin River Cleanup 1025 Jon Creek Road Arbor Vitae WI 54568 NONE PC Make the Wisconsin River cleaner and set a positive example for our youth 1000 Monk Botanical Gardens 518 S 7th Avenue Wausau WI 54401 NONE PC Curate beautiful gardens and deliver engaging educational programs 50000 Bridge Street Mission 115 W Bridge Street Wausau WI 54401 NONE PC Providing quality meals and safe shelter for those in our community 2000 Aspirus Health Foundation 425 Pine Ridge Boulevard Wausau WI 54401 NONE Support Aspirus Health and its Mission to heal people, promote health and strengthen communities 2466 Alzheimer's Association 225 N Michigan Ave Floor 17 Chicago IL 60601 NONE PC accelerating global research, driving risk reduction and early detection, and maximizing quality care and support 275 Stratford Youth Baseball 119345 Wild Creek St Stratford WI 54484 NONE PC To help with youth baseball 300 Special Olympics of Wisconsin 2310 Crossroads Drive Ste 1000 Madison WI 53718 NONE PC Providing athletes with the resources they need to develop physical fitness, demonstrate courage and create friendships 2500 Children's Imaginarium PO Box 1548 Wausau WI 54402 NONE PC Inspire and discovery and imagination through hands-on exploration and educational experiences 50000 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 15000 Everest Fastpitch Inc PO Box 236 Schofield WI 54476 NONE PC Helping Youth in the Wausau Community 250 590916 NONE 14 7779 14 517778 901101 18 272727 MERRILL LYNCH NON DIVIDEND DISTRIBUTION 01 15053 OTHER MISC 01 66 813403 813403 false false false false false false false false false false X X 1 Mark and Donna Macdonald 226041 Bayview Drive Wausau WI 54401 124224 X 1 SECURITIES 124224 2023-01-17 ACCOUNTING FEES - WIPFLI 11000 1100 9900 SEE ATTACHED STATEMENT 394062 388899 EQUITIES - SEE ATTACHED STMT 3738914 5533185 MUTUAL FUNDS - SEE ATTACHED 1808431 1600677 3705981 4104242 ADR FEES 1208 1208 Merrill Lynch Non Dividend Distribution 15053 OTHER INCOME 66 TIMING DIFFERENCES ON INVESTMENTS 151279 INVESTMENT EXPENSE MERRILL SUP 7591 7591 FOREIGN TAXES 4918 4918 CA ANNUAL REGISTRATION FEE REP 100 100 2022 EXTENSION PAYMENT 8500 2023 ESTIMATED TAXES 2885