Nonprofit · EIN 25-1640459
HENRY A AND MARY J MACDONALD FOUNDATION
Tax-exempt · ERIE, PA 16507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $378,668 | $320,090 | $58,578 | $2,860,246 | $0 | $2,860,246 |
| December 31, 2024 | 990-PF | $367,243 | $280,436 | $86,807 | $2,801,668 | $0 | $2,801,668 |
| December 31, 2023 | 990-PF | $136,441 | $250,425 | -$113,984 | $2,714,859 | $0 | $2,714,859 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $114,520
- Interest
- $74
- Net gain from sales of assets
- $264,074
Expenses
- Grants and similar amounts paid
- $242,000
- Disbursements for charitable purposes
- $281,317
- Excise tax on investment income
- $4,796
Balance sheet and other
- Total assets, start of year
- $2,801,668
- Total assets, end of year
- $2,860,246
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,860,246
- Fair market value of assets
- $5,664,275
- Qualifying distributions
- $281,317
- Net investment income
- $378,668
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S Craig Shamburg 100 State Street Suite 700, Erie, PA 165071459 | Treasurer | 0.5 | $0 |
| John A Lauer 100 State Street Suite 700, Erie, PA 165071459 | President | 0.5 | $0 |
| Michael P Thomas 100 State Street Suite 700, Erie, PA 165071459 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S Craig Shamburg 100 State Street Suite 700, Erie, PA 165071459 | Treasurer | 0.5 | $0 |
| John A Lauer 100 State Street Suite 700, Erie, PA 165071459 | President | 0.5 | $0 |
| Michael P Thomas 100 State Street Suite 700, Erie, PA 165071459 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| S Craig Shamburg 100 State Street Suite 700, Erie, PA 165071459 | Treasurer | 0 | $0 |
| John A Lauer 100 State Street Suite 700, Erie, PA 165071459 | President | 0 | $0 |
| Michael P Thomas 100 State Street Suite 700, Erie, PA 165071459 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 STATE ST STE 700, ERIE, PA 16507-1459
- In care of
- % JAMES D CULLEN
- Signed the 990-PF
- John A Lauer, President
- Phone
- (814) 870-7712
- Return prepared by
- MACDONALD ILLIG JONES & BRITTON LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-1640459
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $2,860,246
- Income (IRS master file)
- $889,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $378,668 | $320,090 | $2,860,246 | IRS |
| 990-PF | December 2024 | $367,243 | $280,436 | $2,801,668 | IRS |
| 990-PF | December 2023 | $136,441 | $250,425 | $2,714,859 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1640459).
Questions about HENRY A AND MARY J MACDONALD FOUNDATION
- What is the EIN of HENRY A AND MARY J MACDONALD FOUNDATION?
- The employer identification number (EIN) of HENRY A AND MARY J MACDONALD FOUNDATION is 25-1640459.
- Is HENRY A AND MARY J MACDONALD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HENRY A AND MARY J MACDONALD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY A AND MARY J MACDONALD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY A AND MARY J MACDONALD FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY A AND MARY J MACDONALD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENRY A AND MARY J MACDONALD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HENRY A AND MARY J MACDONALD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $378,668, expenses of $320,090 and total assets of $2,860,246 at year end.
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