Collins McDonald Trust Fund
The Collins McDonald Trust Fund is a private foundation based in Minneapolis, Minnesota. Its 2025 filing reports grants for Lake County, Oregon, including support for a hospital equipment replacement, a skatepark, and scholarships.
Collins McDonald Trust Fund at a glance
In short: Collins McDonald Trust Fund gave $655K across 40 grants in 2025 (avg $16K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $654,750
- +3.9% vs 2024
- Grants made (2025)
- 40
- -16.7% vs 2024
- Average grant
- $16,369
- +24.6% vs 2024
- Median grant
- $11,300
- Total assets
- $19,591,531
- +24.9% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Collins McDonald Trust Fund
- How to Apply
-
The filing says the foundation does not restrict giving to preselected organizations. It directs applicants to see the rules and regulations and submit a written request stating the need, cost, and tax-exempt status. Awards are limited to Lake County, Oregon.
- Review Cycle
- None, except as required in the scholarship rules.
- Deadline
- None, except as required in the scholarship rules.
- Contact
Application contact: Kristi Albertson
Mailing address: PO Box 328, Lakeview, OR 97630
Phone: (541) 947-2196
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Collins McDonald Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Lake District Hospital - LHD ($200K). Together the top 3 received $305K.
Organizations only. It also paid 37 individual scholarships ($349,850), which are not listed by name.
Grant Size Distribution
143 grants across all recorded years
The most common grant size was under $50K: 131 grants of 143 (92%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 100% of grant dollars went to recipients in Oregon and states that awards are limited to Lake County, Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 40 itemized grants.
States
Cities
How Collins McDonald Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $303K (2020) to $1.3M (2023). In 2025 it made 40 grants totaling $655K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake District Hospital - LHD Lakeview, OR | X-Ray Machine Replancement | $200,000 |
| Rotary Club of Lakeview Oregon Lakeview, OR | Wheels-in-Motion Skatepark | $100,000 |
| 37 individual scholarships Recipients not named | — | $349,850 |
| Friends of Lakeview Community Pool Lakeview, OR | Pool Improvements | $4,900 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,591,531 | $434,344 | $677,293 | $654,750 | 40 | $662,354 | $425,399 | $859,976 |
| 2024 | $15,687,351 | $793,824 | $657,189 | $630,453 | 48 | $638,756 | $786,358 | $750,200 |
| 2023 | $14,079,100 | $1,096,347 | $1,278,361 | $1,255,071 | 51 | $1,262,303 | $1,096,808 | $678,512 |
| 2022 | $13,965,917 | $1,862,999 | $679,766 | $644,393 | 2 | $652,642 | $1,861,758 | $683,843 |
| 2021 | $15,138,030 | $1,652,633 | $411,404 | $380,204 | 2 | $387,329 | $1,651,514 | $651,918 |
| 2020 | $11,955,695 | $1,452,346 | $330,710 | $302,702 | 2 | — | $1,451,300 | $496,124 |
| 2019 | $11,795,629 | $315,553 | $449,707 | $438,012 | 2 | — | $314,806 | $528,418 |
Under IRS private-foundation payout rules, Collins McDonald Trust Fund reported a distributable amount of $860K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2025 filing lists grants with purposes including scholarships, an X-ray machine replacement, and a skatepark. The filing limits awards to Lake County, Oregon.
Grantmaking
In 2025, the fund reported 40 grants totaling $654,750. Grant amounts ranged from $3,600 to $200,000, with a median of $11,300. The largest listed awards were $200,000 to Lake District Hospital for an X-ray machine replacement and $100,000 to Rotary Club of Lakeview Oregon for a wheels-in-motion skatepark. The filing also lists scholarships of $11,400 each to multiple individuals.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Paul Harlan, Timothy R. Bishop, Jerry Evans, Travis Erickson, and Jess Spradley as trustees.
Collins McDonald Trust Fund's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paul Harlan
Trustee
On filings since 2019
No compensation reported
Timothy R. Bishop
Trustee
On filings since 2019
No compensation reported
Jerry Evans
Trustee
On filings since 2020
No compensation reported
Jess Spradley
Trustee
On filings since 2024
No compensation reported
Travis Erickson
Trustee
On filings since 2024
No compensation reported
Former officers (2)
- Former: Dave Vandenberg (2019–2020) — Trustee
- Former: Dee Brown (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Collins McDonald Trust Fund
How much does Collins McDonald Trust Fund give each year?
Collins McDonald Trust Fund gave $655K across 40 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $630K across 48 grants.
What is Collins McDonald Trust Fund's typical grant size?
Collins McDonald Trust Fund's median grant in 2025 was $11,300, and its average grant was $16,369, across 40 grants on its 2025 IRS Form 990-PF.
Where does Collins McDonald Trust Fund give grants?
Collins McDonald Trust Fund gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lakeview, OR (3 grants).
Does Collins McDonald Trust Fund give general operating support?
Not in 2025: none of the 40 grants with a stated purpose on Collins McDonald Trust Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (37 grants).
Who are Collins McDonald Trust Fund's largest grantees?
Collins McDonald Trust Fund's largest 2025 grantees include Lake District Hospital - LHD ($200,000), Rotary Club of Lakeview Oregon ($100,000) and Friends of Lakeview Community Pool ($4,900), according to its 2025 IRS Form 990-PF. It also paid 37 individual scholarships ($349,850), which are not listed by name. Together they received 47% of its itemized 2025 grant dollars.
How large is Collins McDonald Trust Fund?
Collins McDonald Trust Fund reported $19.6M in total assets on its 2025 IRS Form 990-PF. It paid out $662K in qualifying distributions that year, against a required minimum of $860K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Collins McDonald Trust Fund fund?
No mission statement is provided. The 2025 filing lists grants with purposes including scholarships, an X-ray machine replacement, and a skatepark. The filing limits awards to Lake County, Oregon. See mission & focus areas ↑
How do I apply for a grant from Collins McDonald Trust Fund?
The filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Collins McDonald Trust Fund's EIN?
Collins McDonald Trust Fund's EIN (Employer Identification Number) is 93-6021894. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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