Lois M Collier Charitable Trust

Lois M Collier Charitable Trust consistently disburses funds for charitable purposes with no executive compensation.

EIN: 207437674 · Palm Beach, FL · NTEE: T22 · Updated: 2026-03-28

$11.9MRevenue
$27.2MAssets
95/100Mission Score (Excellent)
T22

Is Lois M Collier Charitable Trust Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Lois M Collier Charitable Trust directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Lois M Collier Charitable Trust

Lois M Collier Charitable Trust (EIN: 207437674) is a nonprofit organization based in Palm Beach, FL, classified under NTEE code T22. The organization reported total revenue of $11.9M and total assets of $27.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lois M Collier Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Lois M Collier Charitable Trust demonstrates a consistent commitment to its programmatic mission, as evidenced by its spending patterns. In the latest reported period (202212), the trust incurred expenses of $3,705,001 against a revenue of $871,990, indicating significant grantmaking or charitable distributions exceeding its income for that year. Over several years, the trust has maintained substantial assets, with $30,233,998 in 202212, suggesting a strong endowment or investment base supporting its activities. The organization consistently reports 0% officer compensation, which is a strong indicator of efficient use of funds and a focus on mission rather than administrative overhead related to executive salaries. The trust's liabilities are consistently minimal ($1 or $0), reflecting sound financial management and low debt burden. While the revenue fluctuates significantly across years, the consistent expenditure on charitable activities and the absence of officer compensation point to a well-managed and mission-driven entity.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lois M Collier Charitable Trust with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Lois M Collier Charitable Trust allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

The Lois M Collier Charitable Trust consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to executives, which is highly efficient for a trust of its size with assets exceeding $30 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Lois M Collier Charitable Trust:

Frequently Asked Questions about Lois M Collier Charitable Trust

Is Lois M Collier Charitable Trust a legitimate charity?

Based on AI analysis of IRS 990 filings, Lois M Collier Charitable Trust (EIN: 207437674) appears legitimate. Mission Score: 95/100. 0 red flags identified, 4 strengths noted.

How does Lois M Collier Charitable Trust spend its money?

Lois M Collier Charitable Trust directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Lois M Collier Charitable Trust tax-deductible?

Lois M Collier Charitable Trust is registered as a tax-exempt nonprofit (EIN: 207437674). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Lois M Collier Charitable Trust a good charity?

Based on the available IRS 990 data, the Lois M Collier Charitable Trust appears to be a highly effective and efficient charitable organization. It consistently reports 0% officer compensation, indicating that all expenses are directed towards its mission. Its substantial assets and consistent expenditures on charitable activities, even when exceeding annual revenue, suggest a strong commitment to its purpose.

How does the trust manage its finances given fluctuating revenue?

The trust manages its finances by drawing from its substantial asset base. For example, in 202212, expenses were $3,705,001 while revenue was only $871,990. This gap is covered by its significant assets, which were $30,233,998 in that period, demonstrating a reliance on its endowment to fund its charitable distributions.

What is the primary focus of the trust's spending?

Given the NTEE code T22 (Foundations, Philanthropy, and Grantmaking Foundations) and the 0% officer compensation, the primary focus of the trust's spending is likely grantmaking and direct charitable distributions, with virtually no administrative or fundraising overhead.

Filing History

IRS 990 filing history for Lois M Collier Charitable Trust showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2022), Lois M Collier Charitable Trust's revenue has grown by 87198900%, moving from $1 to $872K. Total assets increased by 302339880% over the same period, from $10 to $30.2M. In its most recent filing year (2022), Lois M Collier Charitable Trust reported a deficit of $2.8M, with expenses exceeding revenue. The organization holds $1 in liabilities against $30.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $30.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2022 $872K $3.7M $30.2M $1 View 990
2021 $2.5M $3.0M $33.1M $1 View 990
2020 $1.8M $3.2M $33.5M $1 View 990
2019 $1.8M $2.3M $35.0M $0 View 990
2015 $19.0M $108K $19.3M $0 View 990
2014 $445K $0 $445K $0 View 990
2013 $1 $0 $10 $0 View 990
2012 $1 $0 $10 $0 View 990
2011 $1 $0 $10 $0

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for Lois M Collier Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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