Collins Medical Trust was established in 1956 by Truman W. Collins as a
tax-exempt charitable trust under the laws of the State of Oregon. It is recognized by the Internal Revenue
Service as tax-exempt under Section 501(c)(3) of the Internal Revenue Code and
has been classified as a private foundation under Section 509(a) of the
The Trust is directed by a Board of Trustees.
POLICIES AND PROCEDURES
The Original Trust document states that
monies from the Trust shall be used:
“To aid, further, promote, develop,
encourage and sponsor research, experiment and work in the cause, cure and
treatment of human disease or in any field of medical research, and
To aid, further and promote
With this statement as a
guide, and having knowledge of the desires and concerns of the Trustor, Mr.
Collins, and applicable laws, the Trustees over the ensuing years have
established the following general guidelines under which grant
requests are considered:
1. Disbursements are made only
to organizations which have established their tax-exempt status with the U.S.
Treasury Department and are operated exclusively for scientific and/or
2. Preference is given to
projects and programs conducted by qualified organizations within the State of
3. Funds cannot be paid
directly to or for the benefit of any specific individual. This does not
preclude grants to qualified institutions for organized scholarship
programs. Education is generally geared
toward the education of health care professionals.
4. Grants for annual operating
budgets or for deficit financing are not favored.
5. Disbursements are normally
not made to “Private Foundations”, as defined in the Internal Revenue Code
6. The Trust will not support efforts to influence legislation or
other political action.
7. In considering projects or
programs involving substantial funds, the Trust prefers to participate with
other donors and expects the applicant to seek additional support.
Preference is given to projects or proposals where the researcher/investigator
is newly embarking
on their research career and is clearly supported by their respective
information and applications for grants from the Collins Medical Trust should be presented in writing. Applications need not be formal and should
include an Executive Summary suitably brief to present the necessary facts
about the applying organization and the project for which the grant is being
sought, supported by sufficient technical detail to present a clear picture of
the project and expected outcomes.
Project outcomes should be clearly articulated, along with an evaluation
plan that will determine how successful the project was in attaining its
The application should include: (If the Trustees believe further information
is required, they may request an interview with a principal of the applicant
and/or a visit to the applicant’s facility):
The exact name of the organization or agency making application, and
the specific date when requested funds will be required.
A copy of the letter from the Treasury Department of the United States
which grants tax exempt status; also a statement that the applicant is
classified as “Not a Private Foundation”, as defined in the Internal Revenue
The nature of the project for which funds are requested. Projects
seeking funding for symposiums, seminars or conferences should contain details
regarding course evaluations.
Curriculum vitae of the investigator(s). NIH format is preferred.
Junior investigators should identify and provide evidence of an
established mentor relationship as well as
submit a letter of support from their primary mentor(s).
MD’s should substantiate ‘protected’ time for research
Bibliography supporting the project.
In research projects involving human subjects, the status of IRB
approval should be included.
A budget for the proposed project.
Estimated total of funds required for the proposed project and the
amount sought from the Collins Medical
Anticipated source of balance required in excess of funds requested
from the Collins Medical Trust.
Other sources being approached for financial assistance for the
(preferred): via email to firstname.lastname@example.org (.pdf format preferred)
Hard Copy submission (double-sided, please): Submit the original and 1
photocopy of the proposal (including
any supporting documentation). Mail
NOTE NEW ADDRESS EFFECTIVE OCTOBER 3,
L. Helseth, Administrator 503.826.5223
Medical Trust email@example.com
SW Town Center Loop W http://www.collinsmedicaltrust.org/
The Trustees meet three times a year, in
January, May and September. Requests
should be submitted by the last business day of the month preceding
these months to receive timely consideration. It is not possible to react to
emergency requests for crash programs.
When an application has finally been acted upon by the Trustees, it will
be accepted or rejected in writing sent to the mailing address of the applicant
by the first week in the following month.
The organization receiving a grant from the Collins Medical Trust has a responsibility
to report on the use of the funds granted.
Unless otherwise indicated at the time disbursement is made, reports are
requested to be made annually until the entire grant has been expended and the
full impact of the grant is realized.
These reports should cover not only progress, but also evaluate the
results being achieved. Additionally,
throughout the duration of the project, any substantial changes in scope,
personnel, or funds that are re-directed from the original purpose, should be
reported to the Administrator of the Collins Medical Trust for approval by the
Trustees at their next regularly scheduled meeting. Lastly, the Collins Medical Trust appreciates
acknowledgement, primarily in scientific publications, for their contribution
in support of the project.