Nonprofit · EIN 82-3746075
ETHEL MACDONALD CHARITABLE FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $415,732 | $14,657 | $401,075 | $433,705 | $20,702 | $413,003 |
| December 31, 2024 | 990-PF | $28,313 | $27,092 | $1,221 | $11,928 | $0 | $11,928 |
| December 31, 2023 | 990-PF | $15,858 | $12,907 | $2,951 | $10,707 | $0 | $10,707 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $384,456
- Dividends
- $4,527
- Net gain from sales of assets
- $26,749
Expenses
- Grants and similar amounts paid
- $13,675
- Disbursements for charitable purposes
- $13,675
- Excise tax on investment income
- $425
Balance sheet and other
- Total assets, start of year
- $11,928
- Total assets, end of year
- $433,705
- Total liabilities, end of year
- $20,702
- Net assets, end of year
- $413,003
- Fair market value of assets
- $433,705
- Qualifying distributions
- $13,675
- Net investment income
- $31,276
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 |
|---|---|---|---|
| KARISSA TRUJILLO 4104 S 7TH ST WEST, MISSOULA, MT 59804 | Director | 1 | $0 |
| JOHN MACDONALD 512 CLARKE ST, HELENA, MT 59601 | President | 1 | $0 |
| MARY NORDHAGEN 815 DIXON AVE, MISSOULA, MT 59801 | Director | 1 | $0 |
| STEVE MCARTHUR 3406 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 1 | $0 |
| MARY ANN FLOCKERZI 320 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 1 | $0 |
| JOHN R DAGUE 1007 RICHARD ST, MISSOULA, MT 59802 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ETHEL MACDONALD 316 W CENTRAL AVE, MISSOULA, MT 59801 | President | 1 | $0 |
| JOHN MACDONALD 512 CLARKE ST, HELENA, MT 59601 | Vice President | 0 | $0 |
| MARY NORDHAGEN 815 DIXON AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| STEVE MCARTHUR 3406 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| MARY ANN FLOCKERZI 320 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| JOHN R DAGUE 1007 RICHARD ST, MISSOULA, MT 59802 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ETHEL MACDONALD 316 W CENTRAL AVE, MISSOULA, MT 59801 | President | 1 | $0 |
| JOHN MACDONALD 512 CLARKE ST, HELENA, MT 59601 | Vice President | 0 | $0 |
| MARY NORDHAGEN 815 DIXON AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| STEVE MCARTHUR 3406 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| MARY ANN FLOCKERZI 320 W CENTRAL AVE, MISSOULA, MT 59801 | Director | 0 | $0 |
| JOHN R DAGUE 1007 RICHARD ST, MISSOULA, MT 59802 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 512 CLARKE ST, HELENA, MT 59601-6228
- In care of
- % ETHEL MACDONALD
- Signed the 990-PF
- JOHN MACDONALD, President
- Phone
- (406) 465-3558
- Return prepared by
- DOYLE & ASSOCIATES PC
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
- 82-3746075
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $433,705
- Income (IRS master file)
- $423,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $415,732 | $14,657 | $433,705 | XML |
| 990-PF | December 2024 | $28,313 | $27,092 | $11,928 | XML |
| 990-PF | December 2023 | $15,858 | $12,907 | $10,707 | 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 82-3746075).
Questions about ETHEL MACDONALD CHARITABLE FOUNDATION
- What is the EIN of ETHEL MACDONALD CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ETHEL MACDONALD CHARITABLE FOUNDATION is 82-3746075.
- Is ETHEL MACDONALD CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to ETHEL MACDONALD CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ETHEL MACDONALD CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ETHEL MACDONALD CHARITABLE 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 ETHEL MACDONALD CHARITABLE 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 ETHEL MACDONALD CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ETHEL MACDONALD CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $415,732, expenses of $14,657 and total assets of $433,705 at year end.
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All nonprofits in HELENA · Montana · Philanthropy, voluntarism and grantmaking foundations