Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2023 • EIN 61-6449625

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 21, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

-25%

Higher net margin than 19% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

-2.2%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

-33%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$5,710,783

Down $128,234 (-2.2%) from 2022

Net Assets

Down

$5,710,783

Down $128,234 (-2.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin19th percentile

Revenue

Down

$377,756

Down $182,633 (-33%) from 2022

Expenses

$473,778

Up $28,864 (+6.5%) from 2022

Net Income

Down

-$96,022

Down $211,497 (-183%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2023

Assets$5,710,783

Liabilities$0

Net Assets$5,710,783

Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2023

Revenue$377,756

Expenses$473,778

Net Income-$96,022

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jun 21, 2024
Return Version: 2023v5.1

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: 2024-06-21
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 Appendix379 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.

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	3530
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3530
AppliedToPriorYearElection/ElectionDesc	0	ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO APPLY ALL OF THE 2023 QUALIFYING DISTRIBUTIONS REMAINING AFTER REDUCING THE 2022 UNDISTRIBUTED INCOME TO ZERO TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2022.
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	368559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	861958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	2764325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	1598364
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	1803570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	842573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	3610456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	1513709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	100678
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	58967
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	78240
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd	0	16
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	362688
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	7060
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	58967
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	100678
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	125100
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	942250
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	49768
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	78240
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	58967
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	286499
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	110032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	5228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	5353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	14771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	14771
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	34391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	34391
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	68782
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	19636
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	29978
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	473778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	349284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	377756
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	48388
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	62785
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	111173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	264348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	618472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-11102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	68153
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	1910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	6
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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
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	58967
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-96022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	32212
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5742995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5839017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5710783
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	395659
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	395659
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	395659
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	399641
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	65
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	2404
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	6000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	3982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	4357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	3982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	3982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	8404
IRS990PF/FMVAssetsEOYAmt	0	8658929
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	4453094
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	216321
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	93889
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	93889
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	23677
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt	0	645243
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	11
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	149489
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	5599008
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	5593206
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	7770308
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1385923
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1257689
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	5764981
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	80302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	410993
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	410993
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	362605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
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	362605
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	48388
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	362605
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	395659
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	410993
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	347271
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	362605
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	149489
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	32212
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	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	4949
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	279
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	4949
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	279
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	14742
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	29
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	SETTLEMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	14742
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	29
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	14742
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	29
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	68782
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	34391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	34391
TaxesSchedule/TaxesDetail/Amt	0	869
TaxesSchedule/TaxesDetail/Amt	1	653
TaxesSchedule/TaxesDetail/Amt	2	3325
TaxesSchedule/TaxesDetail/Amt	3	342
TaxesSchedule/TaxesDetail/Amt	4	10000
TaxesSchedule/TaxesDetail/Amt	5	14789
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	INESTMENT INCOME TAX
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	342
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	10000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	5	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	869
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	653
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	3325
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	4	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	5	14789
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	2024-06-21
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	2024-06-21T10:25:46-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	COMPASS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BANK
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,710,783
Liabilities: $0
Net assets: $5,710,783
Revenue: $377,756
Expenses: $473,778
Net income: -$96,022

	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