Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2020 • EIN 61-6449625

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 02, 2021

Organization Profile

720 Pearl Street No 2BBoulder, CO 80302

(413) 822-6101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

8.6%

Higher net margin than 58% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

1.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

42%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets23rd percentile

Assets

$5,431,789

Up $54,960 (+1.0%) from 2019

Net Assets

$5,431,789

Up $54,960 (+1.0%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin58th percentile

Revenue

$587,606

Up $173,952 (+42%) from 2019

Expenses

Down

$537,107

Down $217,643 (-29%) from 2019

Net Income

$50,499

Up $391,595 (+115%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$5,431,789

Liabilities$0

Net Assets$5,431,789

Open 2020 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$587,606

Expenses$537,107

Net Income$50,499

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Jul 2, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay31st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LANSING E CRANE	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Donna Catherine Macdonald
EIN: 61-6449625
Phone: 4138226101
Address: 720 PEARL STREET NO 2B, BOULDER, CO 80302

Signing Officer

Name: Compass Bank
Title: Trustee
Phone: 4138226101
Signed: 2021-07-02
Discuss with paid preparer: Yes

Preparer

Firm: Compton & Wendler Pc
Address: 909 FANNIN STREET SUITE 3275, HOUSTON, TX 77010-1011
Preparer: Allen W Wendler
Phone: 7136595080

Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	7006
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	7005
AppliedToPriorYearElection/ElectionDesc	0	ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO APPLY ALL OF THE 2020 QUALIFYING DISTRIBUTIONS REMAINING AFTER REDUCING THE 2019 UNDISTRIBUTED INCOME TO ZERO TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2019.
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	0
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	1	0
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	2	0
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	0	4827
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	1	6699
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	2	12151
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	1	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	2	LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	0	4827
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	1	6699
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	2	12151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	354124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	1016807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	2625148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1190242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INTEREST IN PARTNERSHIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	MUNICIPAL BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	CORPORATE BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	683129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	1051753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	3599731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	1254782
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	1332556
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	28337
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	47469
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	4354
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	291833
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	487398
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	126189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	6605
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	31781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	31388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	31388
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	61920
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	4461
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5376829
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	337715
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	337715
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	6775
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	6775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	6829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	0
IRS990PF/FMVAssetsEOYAmt	0	7017250
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt	0	206064
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	11
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	5225365
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	5186321
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	923735
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	3577199
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	104921
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	344490
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	6889796
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LANSING E CRANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	720 PEARL STREET UNIT 2B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CO
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	ALL NET INCOME OF THE TRUST SHALL BE PAID TO ST. LUKE'S EPISCOPAL HOSPITAL, HOUSTON, TEXAS. THE FUNDS SHALL BE USED TO PROMOTE, ENCOURAGE AND FACILITATE STUDY, INVESTIGATION OR RESEARCH IN THE FIELD OF BACTERIOLOGY AND CLINICAL PATHOLOTY IN THE LABORATORY OF ST. LUKE'S EPISCOPAL HOSPITAL.
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	LANSING E CRANE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	720 PEARL STREET UNIT 2B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	80302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4138226101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	326252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1213 HERMANN DRIVE SUITE 855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	77004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	326252
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	7006
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	326252
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	337715
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	333258
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	330709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	326252
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	1	LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	1	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	52
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	1	259
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	52
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	1	259
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	11
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OIL & GAS ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE - NON RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6448
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	21
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	25176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	136
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	31311
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	77
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	31311
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	77
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	31311
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	77
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	4461
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	OTHER INCREASES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	61882
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	38
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	PROFESSIONAL FEES - NON RENTAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	61882
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	38
TaxesSchedule/TaxesDetail/Amt	0	1238
TaxesSchedule/TaxesDetail/Amt	1	2144
TaxesSchedule/TaxesDetail/Amt	2	1138
TaxesSchedule/TaxesDetail/Amt	3	189
TaxesSchedule/TaxesDetail/Amt	4	93243
TaxesSchedule/TaxesDetail/Amt	5	526
TaxesSchedule/TaxesDetail/CategoryTxt	0	OIL & GAS PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	3	REAL ESTATE TAXES - NON RENTAL
TaxesSchedule/TaxesDetail/CategoryTxt	4	FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	5	REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	5	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1238
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2144
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1138
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	189
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	4	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	5	526
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COMPASS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4138226101
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DONNA CATHERINE MACDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DONN
ReturnHeader/Filer/EIN	0	616449625
ReturnHeader/Filer/PhoneNum	0	4138226101
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	720 PEARL STREET NO 2B
ReturnHeader/Filer/USAddress/CityNm	0	BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	760339066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COMPTON & WENDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	909 FANNIN STREET SUITE 3275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	770101011
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7136595080
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLEN W WENDLER
ReturnHeader/ReturnTs	0	2021-07-02T12:18:02-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	COMPASS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BANK
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,431,789
Liabilities: $0
Net assets: $5,431,789
Revenue: $587,606
Expenses: $537,107
Net income: $50,499

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.01	$0.00	$6.01	$0.63	$0.49	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$5.71	$0.00	$5.71	$0.38	$0.47	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$5.84	$0.00	$5.84	$0.56	$0.44	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$5.83	$0.00	$5.83	$0.84	$0.45	$0.39
2020Detailed filing. Detailed filing data is available for this year.	$5.43	$0.00	$5.43	$0.59	$0.54	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$5.38	$0.00	$5.38	$0.41	$0.75	$0.34
2017Detailed filing. Detailed filing data is available for this year.	$5.33	$0.13	$5.20	$0.62	$0.36	$0.26
2016Detailed filing. Detailed filing data is available for this year.	$5.07	$0.13	$4.94	$0.29	$0.38	$0.08
2015Summary only. Only limited summary data is available for this year.	$4.92	$0.13		$0.60	$0.03	$0.57
2014Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.00	$0.00	$0.00