COLLINS-McDONALD TRUST FUND
EIN 936021894
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$4.8M
72 grants · $605K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $7K–$68K
grant size
4%
transactional · 2/53 multi-year
repeat
$14.1M
Assets (2023)
53
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Julie Albertson
Phone
(503) 227-1219
Deadlines
NONE - EXCEPT AS REQUIRED IN SCHOLARSHIP RULES
How to Apply
SCHOLARSHIPS - SEE RULES AND REGULATIONSGRANTS - WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPT STATUS
Restrictions
LIMITED TO LAKE COUNTY, OREGON
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $547K | $10.4M | $948K | 4 |
| 2017 | $402K | $11.3M | $384K | 2 |
| 2018 | $670K | $9.7M | $491K | 3 |
| 2019 | $513K | $11.8M | $316K | 3 |
| 2020 | $360K | $12.0M | $1.5M | 3 |
| 2021 | $422K | $15.1M | $1.7M | 3 |
| 2022 | $673K | $14.0M | $1.9M | 3 |
| 2023 | $1.3M | $14.1M | $1.1M | 51 |
Grant Size Distribution
Based on 72 grants on record
Minimum
$2K
25th Pctl
$7K
Median
$10K
Average
$67K
75th Pctl
$68K
Maximum
$411K
Geographic Distribution
Officers & Directors
Grants Awarded (72 total)
| Purpose | ||||
|---|---|---|---|---|
| Grants | Lakeview, OR | $410,793 | GRANTS | 2022 |
| Grants | Lakeview, OR | $350,400 | GRANTS | 2017 |
| Scholarships | Lakeview, OR | $346,000 | SCHOLARSHIPS | 2018 |
| Lake Health District | Lakeville, OR | $340,000 | END OF LIFE SERVICES AND FOOD SHARE ROOF REPAIRS | 2023 |
| Grants | Lakeview, OR | $301,000 | GRANTS | 2016 |
| Scholarships | Lakeview, OR | $291,000 | SCHOLARSHIPS | 2019 |
| Scholarships | Lakeview, OR | $257,600 | SCHOLARSHIPS | 2020 |
| Scholarships | Lakeview, OR | $252,840 | SCHOLARSHIPS | 2021 |
| Grants | Lakeview, OR | $251,563 | GRANTS | 2018 |
| Scholarships | Lakeview, OR | $233,600 | SCHOLARSHIPS | 2022 |
| Lakeview Disaster Unit | Lakeville, OR | $205,200 | RESCUE VEHICLE | 2023 |
| Friends of Lake County Fair & Round Up | Lakeville, OR | $153,000 | RODEO ARENA; ANNOUNCER STAND UPGRADE | 2023 |
| Grants | Lakeview, OR | $147,012 | GRANTS | 2019 |
| Scholarships | Lakeview, OR | $128,335 | SCHOLARSHIPS | 2016 |
| Grants | Lakeview, OR | $127,364 | GRANTS | 2021 |
| Thomas Creekwestside Rural Fire | Lakeview, OR | $90,000 | LIFTING KIT AND EXTRICATION EQUIPMENT | 2023 |
| Scholarships | Lakeview, OR | $75,000 | SCHOLARSHIPS | 2019 |
| Scholarships | Lakeview, OR | $72,000 | SCHOLARSHIPS | 2018 |
| Scholarships | Lakeview, OR | $67,200 | SCHOLARSHIPS | 2016 |
| Scholarships | Lakeview, OR | $57,000 | SCHOLARSHIPS | 2020 |
| Scholarships | Lakeview, OR | $51,472 | SCHOLARSHIPS | 2017 |
| Grants | Lakeview, OR | $50,000 | GRANTS | 2016 |
| Grants | Lakeview, OR | $45,102 | GRANTS | 2020 |
| Scholarships | Lakeview, OR | $41,600 | SCHOLARSHIPS | 2021 |
| Lake County Library Endowment Fund | Lakeville, OR | $35,200 | LIBRARY WINDOWS AND TRIM | 2023 |