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T A & Annabelle Mcdonald Endowment Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$82.4k (2024)

Expenses
$187k (2024)

Total Assets
$2.32M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,403
Expenses
$186,950
Net Income
-$104,547
Net Assets
$2,321,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,935
> 100%
Sales of Assets -$2,532
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,002
78.1%
Compensation of Officers* $42,775
22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,321,260
Total Liabilities $0
Net Assets $2,321,260
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $42,775 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,466
Expenses
$194,176
Net Income
-$172,710
Net Assets
$2,426,079
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,693
> 100%
Sales of Assets -$92,967
Other Income $1,740
8.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,279
79.5%
Compensation of Officers* $40,641
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,426,079
Total Liabilities $0
Net Assets $2,426,079
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $40,641 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$58,884
Expenses
$215,434
Net Income
-$274,318
Net Assets
$2,598,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,639
Sales of Assets -$171,523
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,046
78.9%
Compensation of Officers* $42,931
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,598,104
Total Liabilities $0
Net Assets $2,598,104
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $42,931 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$312,350
Expenses
$196,056
Net Income
$116,294
Net Assets
$2,808,458
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $94,540
30.3%
Sales of Assets $217,810
69.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,651
76.8%
Compensation of Officers* $46,527
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,808,458
Total Liabilities $0
Net Assets $2,808,458
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $46,527 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$214,853
Expenses
$194,561
Net Income
$20,292
Net Assets
$2,683,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,825
39.9%
Sales of Assets $129,028
60.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,234
77.2%
Compensation of Officers* $41,951
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,683,688
Total Liabilities $1
Net Assets $2,683,687
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $41,951 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$343,704
Expenses
$197,098
Net Income
$146,606
Net Assets
$2,674,631
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $96,093
28.0%
Sales of Assets $247,611
72.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,024
78.7%
Compensation of Officers* $41,797
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,674,632
Total Liabilities $1
Net Assets $2,674,631
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $41,797 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,766
Expenses
$194,455
Net Income
-$28,689
Net Assets
$2,537,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $82,233
49.6%
Sales of Assets $83,047
50.1%
Other Income $486
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,660
79.0%
Compensation of Officers* $42,658
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,537,269
Total Liabilities $0
Net Assets $2,537,269
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $42,658 $0

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,535
Expenses
$196,434
Net Income
-$78,899
Net Assets
$2,661,888
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $73,814
62.8%
Sales of Assets $43,721
37.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,026
78.4%
Compensation of Officers* $42,871
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,661,888
Total Liabilities $0
Net Assets $2,661,888

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$171,018
Expenses
$193,479
Net Income
-$22,461
Net Assets
$2,740,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,525
52.3%
Sales of Assets $81,493
47.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,144
81.7%
Compensation of Officers* $43,760
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,740,445
Total Liabilities $0
Net Assets $2,740,445

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,597
Expenses
$168,799
Net Income
-$61,202
Net Assets
$2,766,952
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $70,738
65.7%
Sales of Assets $36,859
34.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,476
80.9%
Compensation of Officers* $38,562
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,766,952
Total Liabilities $0
Net Assets $2,766,952

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$103,465
Expenses
$38,134
Net Income
$65,331
Net Assets
$2,827,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,377
78.7%
Sales of Assets $21,472
20.8%
Other Income $616
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,696
25.4%
Compensation of Officers* $33,985
89.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,827,703
Total Liabilities $0
Net Assets $2,827,703

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,063
Expenses
$183,807
Net Income
-$98,744
Net Assets
$2,757,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,063
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,458
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,757,977
Total Liabilities $0
Net Assets $2,757,977

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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