Civic Intelligence

Collins-Mcdonald Trust Fund

990PF • Fiscal year 2021 • EIN 93-6021894

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
29100 SW Town Center Loop W 300Wilsonville, OR 97070

(503) 227-1219

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.08x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

92nd percentile

75%

Higher net margin than 92% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

14%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$15,138,030

Up $3,182,335 (+27%) from 2020

Net Assets

Up

$15,005,596

Up $3,165,211 (+27%) from 2020

Liabilities

Up

$132,434

Up $17,124 (+15%) from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin92nd percentile

Revenue

Up

$1,652,633

Up $200,287 (+14%) from 2020

Expenses

Up

$411,404

Up $80,694 (+24%) from 2020

Net Income

Up

$1,241,229

Up $119,593 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,105,018Liabilities 2011: $34,8522011Assets 2012: $7,569,557Liabilities 2012: $39,9152012Assets 2013: $9,471,355Liabilities 2013: $66,4362013Assets 2014: $9,698,749Liabilities 2014: $61,5472014Assets 2015: $8,900,214Liabilities 2015: $55,390Net Assets 2015: $8,844,8242015Assets 2016: $10,402,873Liabilities 2016: $78,354Net Assets 2016: $10,324,5192016Assets 2017: $11,289,356Liabilities 2017: $65,470Net Assets 2017: $11,223,8862017Assets 2018: $9,672,286Liabilities 2018: $47,150Net Assets 2018: $9,625,1362018Assets 2019: $11,795,629Liabilities 2019: $160,154Net Assets 2019: $11,635,4752019Assets 2020: $11,955,695Liabilities 2020: $115,310Net Assets 2020: $11,840,3852020Assets 2021: $15,138,030Liabilities 2021: $132,434Net Assets 2021: $15,005,5962021Assets 2022: $13,965,917Liabilities 2022: $101,379Net Assets 2022: $13,864,5382022Assets 2023: $14,079,100Liabilities 2023: $89,911Net Assets 2023: $13,989,1892023Assets 2024: $15,687,351Liabilities 2024: $118,112Net Assets 2024: $15,569,2392024

Highlighted filing

2021

Assets$15,138,030
Liabilities$132,434
Net Assets$15,005,596
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $450,360Expenses 2011: $415,815Net Income 2011: $34,5452011Revenue 2012: $305,536Expenses 2012: $491,193Net Income 2012: -$185,6572012Revenue 2013: $442,906Expenses 2013: $317,818Net Income 2013: $125,0882013Revenue 2014: $396,127Expenses 2014: $381,617Net Income 2014: $14,5102014Revenue 2015: $347,635Expenses 2015: $400,607Net Income 2015: -$52,9722015Revenue 2016: $948,009Expenses 2016: $454,410Net Income 2016: $493,5992016Revenue 2017: $384,175Expenses 2017: $414,227Net Income 2017: -$30,0522017Revenue 2018: $491,429Expenses 2018: $608,793Net Income 2018: -$117,3642018Revenue 2019: $315,553Expenses 2019: $449,707Net Income 2019: -$134,1542019Revenue 2020: $1,452,346Expenses 2020: $330,710Net Income 2020: $1,121,6362020Revenue 2021: $1,652,633Expenses 2021: $411,404Net Income 2021: $1,241,2292021Revenue 2022: $1,862,999Expenses 2022: $679,766Net Income 2022: $1,183,2332022Revenue 2023: $1,096,347Expenses 2023: $1,278,361Net Income 2023: -$182,0142023Revenue 2024: $793,824Expenses 2024: $657,189Net Income 2024: $136,6352024

Highlighted filing

2021

Revenue$1,652,633
Expenses$411,404
Net Income$1,241,229
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL HARLANTrustee-$0--
TIMOTHY R BISHOPTrustee-$0--
JERRY EVANSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
COLLINS-McDONALD TRUST FUND
EIN
93-6021894
Phone
5032271219
Address
29100 SW TOWN CENTER LOOP W 300, WILSONVILLE, OR 97070

Signing Officer

Name
Timothy R Bishop
Title
Trustee
Signed
2022-05-09
Raw XML Appendix375 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/Amt0150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SHELLY S DAVIS, CPA, PC
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt015
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT 7SCHOLARSHIPS- SEE RULES AND REGULATIONSCONTRIBUTIONS- WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPTSTATUS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0337017
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0119
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01652633
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01315498
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0380204
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0380204
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0337017
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0337017
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01241229
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07125
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31998-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41992-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51992-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt61987-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72006-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82005-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91994-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102003-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111987-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0101232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315699
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1039264
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-93
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3236862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4237736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt538806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6435930
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88765
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6435930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1061968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0101232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1265296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt334558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4248159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5249033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt640776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7521328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11101232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02400 Meredith Holdings Corporation
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16186 Bank Of America
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2894 Devon Energy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3896 Devon Energy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41500 Jpmorgan Chase & Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51500 Jpmorgan Chase & Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62400 Meredith Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72000 Norfolk Southern
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc80.455 Sylvamo
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9744 Viatris
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200000 General Motors 7.125% 7/15/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112400 Meredith Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01315498
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01241229
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01923982
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015005596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011840385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015005596
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0651918
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0648100
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0651918
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0671056
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt03818
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt022956
IRS990PF/DistributableAmountGrp/TotalTaxAmt022956
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03039
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt022956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt022956
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026000
IRS990PF/FMVAssetsEOYAmt015138030
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01968
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01640
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01968
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010761212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013962390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013962390
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt011840385
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt015005596
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0115310
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0132434
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01192843
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01173672
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01173672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011955695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015138030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015138030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0115310
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0132434
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011955695
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015138030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011840385
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015005596
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013625493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01248802
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012376691
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0204382
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JERRY EVANS
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0387329
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt029100 SW TOWN CENTER LP W 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0970709315
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TIMOTHY R BISHOP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032271219
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIPS - SEE RULES AND REGULATIONSGRANTS - WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPT STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Julie Albertson
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 328
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0976300012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO LAKE COUNTY, OREGON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE - EXCEPT AS REQUIRED IN SCHOLARSHIP RULES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt041600
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LAKEVIEW
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0127364
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1252840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt041600
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0380204
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt087605
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0299724
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0651918
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0387329
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0564313
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0299724
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIP EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SECRETARIAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0788
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1613
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33401
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0263
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt168
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2378
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1681
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33779
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03818
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RECOVERIES OF PRIOR YEAR GRANTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011899
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1103411
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DEFERRED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01956
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1130478
TaxesSchedule/TaxesDetail/Amt022955
TaxesSchedule/TaxesDetail/Amt11584
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OREGON FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01188
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0396
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY R BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLINS-McDONALD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0936021894
ReturnHeader/Filer/PhoneNum05032271219
ReturnHeader/Filer/USAddress/AddressLine1Txt029100 SW TOWN CENTER LOOP W 300
ReturnHeader/Filer/USAddress/CityNm0WILSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097070
ReturnHeader/ReturnTs02022-05-09T10:48:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIMOTHY R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BISHOP
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,138,030
Liabilities
$132,434
Net assets
$15,005,596
Revenue
$1,652,633
Expenses
$411,404
Net income
$1,241,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.12$15.6$0.79$0.66$0.14
2023Detailed filing. Detailed filing data is available for this year.$14.1$0.09$14.0$1.10$1.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.10$13.9$1.86$0.68$1.18
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.13$15.0$1.65$0.41$1.24
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.12$11.8$1.45$0.33$1.12
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.16$11.6$0.32$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.67$0.05$9.63$0.49$0.61$0.12
2017Detailed filing. Detailed filing data is available for this year.$11.3$0.07$11.2$0.38$0.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.08$10.3$0.95$0.45$0.49
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.06$8.84$0.35$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$9.70$0.06$0.40$0.38$0.01
2013Summary only. Only limited summary data is available for this year.$9.47$0.07$0.44$0.32$0.13
2012Summary only. Only limited summary data is available for this year.$7.57$0.04$0.31$0.49$0.19
2011Summary only. Only limited summary data is available for this year.$7.11$0.03$0.45$0.42$0.03