Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2022 • EIN 61-6449625

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 13, 2023

Organization Profile

720 Pearl Street 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.

2022 filings • $5M-$10M nonprofits • Source year 2022

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

21%

Higher net margin than 70% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

0.2%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

-34%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets24th percentile

Assets

$5,839,017

Up $10,396 (+0.2%) from 2021

Net Assets

$5,839,017

Up $10,396 (+0.2%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin70th percentile

Revenue

Down

$560,389

Down $283,806 (-34%) from 2021

Expenses

Down

$444,914

Down $7,691 (-1.7%) from 2021

Net Income

Down

$115,475

Down $276,115 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2022

Assets$5,839,017

Liabilities$0

Net Assets$5,839,017

Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

Highlighted filing

2022

Revenue$560,389

Expenses$444,914

Net Income$115,475

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Jun 13, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay32nd 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 2B, BOULDER, CO 80302

Signing Officer

Name: Compass Bank
Title: Trustee
Phone: 4138226101
Signed: 2023-06-13
Discuss with paid preparer: Yes

Preparer

Firm: Wendler Pllc
Address: 820 GESSNER RD STE 650, HOUSTON, TX 77024
Preparer: Allen W Wendler
Phone: 7133517100

Raw XML Appendix374 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	3566
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3566
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
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	2	12151
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	349202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	831483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	2706207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1712116
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	1700681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	807089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	3048527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	1558107
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/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	69622
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	98834
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	2043384
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	32665
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	69622
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	255929
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	489945
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	83039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	6314
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	49033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	49033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	60598
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	23607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	23983
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	444914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	523432
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	560389
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	3566
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	98125
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-68837
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5828621
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5839017
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	366171
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	366171
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	316
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	6810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	10000
IRS990PF/FMVAssetsEOYAmt	0	7570146
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	374969
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	216321
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	216321
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt	0	23677
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	5429964
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	5599008
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	7114404
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1375527
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1385923
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	5839017
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5844265
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	80302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	350355
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	350355
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	13
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/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	346789
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	346789
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	3566
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	346789
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	366171
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	350355
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	362605
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	346789
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	11
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	105079
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OIL & GAS ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE - NON RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	6009
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6009
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	98
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	305
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	48810
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	223
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	48810
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	223
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	48810
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	223
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	60598
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	2812
TaxesSchedule/TaxesDetail/Amt	1	1908
TaxesSchedule/TaxesDetail/Amt	2	3397
TaxesSchedule/TaxesDetail/Amt	3	376
TaxesSchedule/TaxesDetail/Amt	4	15490
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	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/NetInvestmentIncomeAmt	0	2812
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1908
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	3397
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	4	15490
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
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	2023-06-13
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 2B
ReturnHeader/Filer/USAddress/CityNm	0	BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	873838451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WENDLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	820 GESSNER RD STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	77024
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7133517100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ALLEN W WENDLER
ReturnHeader/ReturnTs	0	2023-06-13T07:52:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	COMPASS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BANK
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,839,017
Liabilities: $0
Net assets: $5,839,017
Revenue: $560,389
Expenses: $444,914
Net income: $115,475

	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