Nonprofit · EIN 84-2041031
MCDONALD-ANDERSON FOUNDATION INC
Tax-exempt · VERO BEACH, FL 32963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,372,294 | $2,224,125 | -$851,831 | $50,768,556 | $0 | $50,768,556 |
| December 31, 2024 | 990-PF | $647,642 | $1,784,071 | -$1,136,429 | $47,376,272 | $0 | $47,376,272 |
| December 31, 2023 | 990-PF | $801,121 | $200,387 | $600,734 | $40,982,656 | $0 | $40,982,656 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $638,358
- Net gain from sales of assets
- $733,936
Expenses
- Grants and similar amounts paid
- $2,200,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,200,000
- Excise tax on investment income
- $19,073
Balance sheet and other
- Total assets, start of year
- $47,376,272
- Total assets, end of year
- $50,768,556
- Total liabilities, end of year
- $0
- Net assets, end of year
- $50,768,556
- Fair market value of assets
- $50,768,556
- Qualifying distributions
- $2,200,000
- Net investment income
- $1,372,294
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 |
|---|---|---|---|
| BARBARA A MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | CHAIRMAN/SECRETARY | 0 | $0 |
| DAVID C MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | PRESIDENT | 0 | $0 |
| TRACY M MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| MORGAN L MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| LINDSEY P MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| JEFFREY D MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| DANIELLE O MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| CAROL MCDONALD 991 GREENWAY LN, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | SECRETARY | 0 | $0 |
| DAVID C MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | PRESIDENT | 0 | $0 |
| TRACY M MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| MORGAN L MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| LINDSEY P MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| JEFFREY D MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| DANIELLE O MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| CAROL MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA A MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | SECRETARY | 0 | $0 |
| DAVID C MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | PRESIDENT | 0 | $0 |
| TRACY M MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| MORGAN L MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| LINDSEY P MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| JEFFREY D MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| DANIELLE O MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
| CAROL MCDONALD 600 OCEAN ROAD, VERO BEACH, FL 32963 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 991 GREENWAY LN, VERO BEACH, FL 32963-2109
- Signed the 990-PF
- DAVID C MCDONALD, PRESIDENT
- Phone
- (281) 224-8114
- Return prepared by
- GYL 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
- 84-2041031
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T01)
- Assets (IRS master file)
- $50,768,556
- Income (IRS master file)
- $1,428,358
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,372,294 | $2,224,125 | $50,768,556 | IRS |
| 990-PF | December 2024 | $647,642 | $1,784,071 | $47,376,272 | XML |
| 990-PF | December 2023 | $801,121 | $200,387 | $40,982,656 | 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 84-2041031).
Questions about MCDONALD-ANDERSON FOUNDATION INC
- What is the EIN of MCDONALD-ANDERSON FOUNDATION INC?
- The employer identification number (EIN) of MCDONALD-ANDERSON FOUNDATION INC is 84-2041031.
- Is MCDONALD-ANDERSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MCDONALD-ANDERSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MCDONALD-ANDERSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MCDONALD-ANDERSON FOUNDATION INC 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 MCDONALD-ANDERSON FOUNDATION INC 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 MCDONALD-ANDERSON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does MCDONALD-ANDERSON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,372,294, expenses of $2,224,125 and total assets of $50,768,556 at year end.
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