Nonprofit · EIN 82-3302288
DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,927,479 | $1,013,292 | $914,187 | $13,887,391 | $0 | $13,887,391 |
| December 31, 2024 | 990-PF | $1,839,072 | $1,651,691 | $187,381 | $12,973,204 | $0 | $12,973,204 |
| December 31, 2023 | 990-PF | $1,114,791 | $547,419 | $567,372 | $12,785,823 | $0 | $12,785,823 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,800
- Dividends
- $325,669
- Interest
- $26,912
- Net gain from sales of assets
- $1,569,810
- Other income
- $1,288
Expenses
- Grants and similar amounts paid
- $886,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $888,000
- Excise tax on investment income
- $25,430
Balance sheet and other
- Total assets, start of year
- $12,973,204
- Total assets, end of year
- $13,887,391
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,887,391
- Fair market value of assets
- $16,428,681
- Qualifying distributions
- $888,000
- Net investment income
- $1,922,814
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 |
|---|---|---|---|
| ROBERT MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
| DIANE MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
| DIANE MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
| DIANE MCDONALD 5378 ISLEWORTH COUNTRY CLUB, WINDMERE, FL 34786 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5378 ISLEWORTH COUNTRY CLUB DR, WINDERMERE, FL 34786-8924
- Signed the 990-PF
- ROBERT MCDONALD, DIRECTOR
- Phone
- (513) 241-3111
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
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
- 82-3302288
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $13,887,391
- Income (IRS master file)
- $6,556,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,927,479 | $1,013,292 | $13,887,391 | IRS |
| 990-PF | December 2024 | $1,839,072 | $1,651,691 | $12,973,204 | IRS |
| 990-PF | December 2023 | $1,114,791 | $547,419 | $12,785,823 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 82-3302288).
Questions about DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION
- What is the EIN of DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION?
- The employer identification number (EIN) of DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION is 82-3302288.
- Is DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DIANE J AND ROBERT A MCDONALD FAMILY 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 DIANE J AND ROBERT A MCDONALD FAMILY 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 DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DIANE J AND ROBERT A MCDONALD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,927,479, expenses of $1,013,292 and total assets of $13,887,391 at year end.
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