Macdonald Family Foundation Inc

Macdonald Family Foundation maintains multi-million dollar assets despite fluctuating revenue and consistent grantmaking expenses.

EIN: 200767790 · Pennington, NJ · NTEE: T22 · Updated: 2026-03-28

$2.6MRevenue
$3.5MAssets
85/100Mission Score (Excellent)
T22
Macdonald Family Foundation Inc Financial Summary
MetricValue
Total Revenue$2.6M
Total Expenses$326K
Program Spending90%
Net Assets$3.5M
Transparency Score85/100

Is Macdonald Family Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Macdonald Family Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Macdonald Family Foundation Inc

Macdonald Family Foundation Inc (EIN: 200767790) is a nonprofit organization based in Pennington, NJ, classified under NTEE code T22. The organization reported total revenue of $2.6M and total assets of $3.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Macdonald Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Macdonald Family Foundation Inc is a mid-size nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -17.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$60K
Total Expenses$326K
Surplus / Deficit$-265,836
Total Assets$3.5M
Total Liabilities$1
Net Assets$3.5M
Operating Margin-443.5%
Debt-to-Asset Ratio0.0%
Months of Reserves127.5 months

Financial Health Grade: B

In 2023, Macdonald Family Foundation Inc reported a deficit of $266K with expenses exceeding revenue, holds 127.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Macdonald Family Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -17.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023-72.9%-13.8%-7.2%
2022-55.7%+43.2%-4.0%
2021+61.4%-17.1%+6.7%
2020+13.8%+16.6%-0.6%
2019-89.2%-0.6%-1.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Macdonald Family Foundation Inc. demonstrates a consistent operational pattern as a grant-making organization, evidenced by its NTEE code T22 (Private Grantmaking Foundations). Its financial health appears stable, with assets consistently in the multi-million dollar range, peaking at $3,888,382 in 2021 and currently standing at $3,459,882. The foundation's revenue has fluctuated significantly over the years, with a notable high of $2,509,609 in 2015, but more recently showing lower figures like $59,935 in 2023. Expenses have generally been well-managed, typically in the range of $200,000-$300,000 annually, though 2023 saw expenses of $325,771 against much lower revenue, indicating a draw from assets or prior year surpluses. Spending efficiency is difficult to fully assess without a detailed breakdown of program service expenses versus administrative and fundraising costs, which are not provided in the summary data. However, as a private foundation, a significant portion of its expenses would typically be grants paid out, which are considered program services. The consistent reporting of $0 officer compensation across all available filings suggests a lean operational structure regarding executive pay, contributing positively to efficiency. The foundation consistently reports minimal liabilities ($1 in recent years, $0 previously), indicating strong financial solvency. Transparency, based on the provided data, is good in terms of public filing availability and consistent reporting of key financial metrics. The absence of officer compensation is a clear and transparent statement regarding executive pay. To further enhance transparency, a more detailed breakdown of expenses beyond total expenses would be beneficial for external analysis, though this is common for private foundations whose primary 'program' is grantmaking.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Macdonald Family Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 8%
  • programs: 90%
  • fundraising: 2%

According to IRS 990 filings, Macdonald Family Foundation Inc allocates its expenses as follows: admin: 8%, programs: 90%, fundraising: 2%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$60KTotal Revenue
$326KTotal Expenses
$3.5MTotal Assets
$1Total Liabilities
$3.5MNet Assets
  • The organization reported a deficit of $266K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers receive salaries from the foundation, which is highly unusual for an organization with multi-million dollar assets and annual expenses in the hundreds of thousands.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Macdonald Family Foundation Inc's IRS 990 filings:

  • Significant revenue volatility, with 2023 revenue of $59,935 being substantially lower than expenses of $325,771, indicating reliance on asset draw.
  • Lack of detailed expense breakdown beyond total expenses in the provided summary data, making it difficult to precisely analyze program efficiency.

Strengths

The following positive indicators were identified for Macdonald Family Foundation Inc:

  • Consistent multi-million dollar asset base, demonstrating strong financial reserves ($3,459,882 in latest filing).
  • Zero reported officer compensation across all filings, indicating a highly efficient and volunteer-driven or externally funded leadership structure.
  • Minimal liabilities ($1 in recent years), reflecting excellent financial solvency and low debt burden.
  • Long filing history (10 filings), suggesting consistent compliance and operational longevity.

Frequently Asked Questions about Macdonald Family Foundation Inc

Is Macdonald Family Foundation Inc a legitimate charity?

Macdonald Family Foundation Inc (EIN: 200767790) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.6M. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Macdonald Family Foundation Inc spend its money?

Macdonald Family Foundation Inc directs 90% of its spending to programs and services. Fundraising costs 2%. This exceeds the 65% industry benchmark.

Are donations to Macdonald Family Foundation Inc tax-deductible?

Macdonald Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 200767790). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Macdonald Family Foundation Inc's spending goes to programs?

Macdonald Family Foundation Inc directs 90% to programs, 2% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Macdonald Family Foundation Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Macdonald Family Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Macdonald Family Foundation Inc located?

Macdonald Family Foundation Inc is headquartered in Pennington, New Jersey and files with the IRS under EIN 200767790. It is classified under NTEE code T22.

How many years of IRS 990 filings does Macdonald Family Foundation Inc have?

Macdonald Family Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.6M in total revenue.

What is the primary purpose of the Macdonald Family Foundation Inc.?

As a Private Grantmaking Foundation (NTEE T22), its primary purpose is to make grants to other organizations or individuals to further charitable, educational, religious, or other exempt purposes.

How does the foundation manage its expenses relative to its revenue?

The foundation's expenses, typically in the $200,000-$300,000 range annually, have at times exceeded its revenue, such as in 2023 where expenses were $325,771 against $59,935 in revenue. This suggests the foundation utilizes its substantial asset base to cover grantmaking and operational costs when revenue is lower.

Is the foundation financially stable given its fluctuating revenue?

Yes, despite significant fluctuations in annual revenue, the foundation maintains a strong financial position with assets consistently above $3.4 million in recent years, indicating long-term stability and the capacity to fulfill its mission.

Filing History

IRS 990 filing history for Macdonald Family Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Macdonald Family Foundation Inc's revenue has declined by 89.6%, moving from $579K to $60K. Total assets increased by 103.8% over the same period, from $1.7M to $3.5M. Total functional expenses rose by 253.7%, from $92K to $326K. In its most recent filing year (2023), Macdonald Family Foundation Inc reported a deficit of $266K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $60K $326K $3.5M $1 View 990
2022 $221K $378K $3.7M $1 View 990
2021 $499K $264K $3.9M $1
2020 $309K $318K $3.6M $1
2019 $272K $273K $3.7M $1 View 990
2015 $2.5M $275K $3.7M $0 View 990
2014 $147K $211K $1.5M $0 View 990
2013 $148K $185K $1.5M $0 View 990
2012 $67K $171K $1.6M $0 View 990
2011 $579K $92K $1.7M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $60K, expenses of $326K, and assets of $3.5M (revenue -72.9% year-over-year).
  • 2022: Revenue of $221K, expenses of $378K, and assets of $3.7M (revenue -55.7% year-over-year).
  • 2021: Revenue of $499K, expenses of $264K, and assets of $3.9M (revenue +61.4% year-over-year).
  • 2020: Revenue of $309K, expenses of $318K, and assets of $3.6M (revenue +13.8% year-over-year).
  • 2019: Revenue of $272K, expenses of $273K, and assets of $3.7M (revenue -89.2% year-over-year).
  • 2015: Revenue of $2.5M, expenses of $275K, and assets of $3.7M (revenue +1612.8% year-over-year).
  • 2014: Revenue of $147K, expenses of $211K, and assets of $1.5M (revenue -0.9% year-over-year).
  • 2013: Revenue of $148K, expenses of $185K, and assets of $1.5M (revenue +121.8% year-over-year).
  • 2012: Revenue of $67K, expenses of $171K, and assets of $1.6M (revenue -88.5% year-over-year).
  • 2011: Revenue of $579K, expenses of $92K, and assets of $1.7M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Macdonald Family Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Macdonald Family Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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