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WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION (EIN 52-1872190)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-25
IRS object ID
202422999349100017
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-25T12:24:56-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN088368094PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDRE MONTERO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1129 86 STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521872190EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM COLLINSInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone7189216229PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVD APT 1903AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM COLLINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7189216229PhoneNum
Signature2024-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDRE MONTEROPreparerPersonNm
PTINP01354425PTIN
Phone6466912998PhoneNum
Preparation2024-10-25PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,816,314FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,105ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$56,934InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56,934InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$85,917DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,917DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,706NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$482,190GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,706CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$36,650OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36,650OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$305,312TotalRevAndExpnssAmt
Total Net Invst Incm$284,207TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,053TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,053TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,053TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,277OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36,277OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,330TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,330TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,330TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$390,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$390,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$448,030TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,330TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$448,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$142,718ExcessRevenueOverExpensesAmt
Net Investment Income$226,877NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,640SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,552SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,552SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,149,010OtherInvestmentsBOYAmt
Other Investments EOY$5,973,787OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,780,762OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,152,650TotalAssetsBOYAmt
Total Assets EOY$6,009,339TotalAssetsEOYAmt
Total Assets EOYFMV$7,816,314TotalAssetsEOYFMVAmt
Accounts Payable BOY$593AccountsPayableBOYAmt
Total Liabilities BOY$593TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$6,152,057CapitalStockBOYAmt
Capital Stock EOY$6,009,339CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$6,152,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,009,339TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,152,650TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,009,339TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,152,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$142,718ExcessRevenueOverExpensesAmt
Subtotal$6,009,339SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,009,339TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP2023-01-012023-07-01$13,250$12,977$273$273
MORGAN STANLEYP2022-01-012023-07-01$12,145$8,777$3,368$3,368
PNCP2023-01-012023-07-01$29,679$25,148$4,531$4,531
PNC2022-01-012023-07-01$400,863$330,582$70,281$70,281
VITTORIA2022-01-012023-07-01$19,604$19,604$19,604
FieldValueIRS element (for citing)
Capital Gain Net Income$104,706CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,804NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,154InvestmentIncomeExciseTaxAmt
Subtotal$3,154SubtotalAmt
Tax Based On Investment Income$3,154TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,120TotalPaymentsAndCreditsAmt
Original Return Tax Paid$3,120OriginalReturnTaxPaidAmt
Tax Due$34TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM COLLINSIndividualWithBooksNm
Phone6464359170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVD APT 1903AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM COLLINS
6597 NICHOLAS BLVDNAPLESFL34108PRESIDENT002.00$0
LESLEY COLLINS
6597 NICHOLAS BLVDNAPLESFL34108SECRETARY001.00$0
BRIAN COLLINS
7 DAVIDS COURTSOUTHHAMPTONNY11968TRUSTEE001.00$0
JENNIFER COLLINS
49-51 CHAMBERS STREETNEW YORKNY10007TRUSTEE001.00$0
COURTNEY COLLINS
101 WARREN STREET APT 2630NEW YORKNY10013TRUSTEE001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ONLY ACTIVITY IS TO MAKE CASH CONTRIBUTIONS TO ORGANIZED CHARITIES SEE SCHEDULE FOR PART XVDescription1Txt
Expenses1$390,700Expenses1Amt
Description2ADMINISTRATIVE EXPENSESDescription2Txt
Expenses2$57,330Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,468,616AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,490,362TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,490,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,355CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,378,007NetVlNoncharitableAssetsAmt
Minimum Investment Return$368,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$368,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,154TaxBasedOnInvestmentIncomeAmt
Total Tax$3,154TotalTaxAmt
Distributable Before Adj$365,746DistributableBeforeAdjAmt
Distributable Before Ded$365,746DistributableBeforeDedAmt
Distributable As Adjusted$365,746DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$448,030ExpensesAndContributionsAmt
Qualifying Distributions$448,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$365,746DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$53,193ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$73,682ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$126,875TotalExcessDistributionCyovAmt
Qualifying Distributions$448,030QualifyingDistributionsAmt
Applied To Current Year$365,746AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,284RemainingDistriFromCorpusAmt
Total Corpus$209,159TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$209,159ExcessDistriCyovToNextYrAmt
Excess From Year3$53,193ExcessFromYear3Amt
Excess From Year1$73,682ExcessFromYear1Amt
Excess From Current Year$82,284ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM COLLINSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARE
PO BOX 7039MERRIFIELDVA22116CHARITY$250
CATHOLIC CHARITIES OF NEW YORK
1011 FIRST AVENEW YORKNY10022CHARITY$2,500
CITY MEALS ON WHEELS
307 KENT AVEBROOKLYNNY11249CHARITY$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR STNEW YORKNY10006CHARITY$750
DWIGHT ENGLEWOOD SCHOOL
315 PALISADES AVEENGLEWOODNJ07532CHARITY$5,000
GEORGETOWN UNIVERSITY
3700 O ST NWDISTRICT OF COLUMBIADC20057CHARITY$2,000
GUADALUPE CENTER
509 HOPE CIRCLEIMMOKALEEFL34142CHARITY$1,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901CHARITY$2,500
HUMANE SOCIETY OF NAPES FLA
370 AIRPORT-PULLING RDNAPLESFL34104CHARITY$500
HUMC FOUNDATION
30 PROSPECT AVEHACKENSACKNJ07601CHARITY$5,000
MEMORIAL SLOAN KETTERING CANCER CTR
1275 YORK AVENEW YORKNY10065CHARITY$750
NIAGARA UNIVERSITY
5795 LEWISTON RDNIAGARA UNIVERSITYNY14109CHARITY$2,500
PECONIC LAND TRUST
296 HAMPTON ROADNEW YORKNY11968CHARITY$250
ROBIN HOOD FOUNDATION
826 BROADWAYNEW YORKNY10003CHARITY$2,500
SALVATION ARMY OF NAPLES FLA
3180 ESTEY AVENAPLESFL34104CHARITY$500
ST JOHN NEUMANN-GUARDIAN ANGEL SCH
11211 BEAUCHAMP RDBERLINMD21811CHARITY$1,000
ST JOHN'S UNIVERSITY
8000 UTOPIA PARKWAYJAMAICANY11439CHARITY$325,000
STJOHN'S UNIV-BREAD & LIFE
8000 UTOPIA PARKWAYJAMAICANY11439CHARITY$1,000
ST JOHN'S PREPARATORY SCHOOL
21-21 CRESCENT STASTORIANY11105CHARITY$500
ST WILLIAM'S RC CHURCH
750 SEAGATE AVENAPLESFL34103CHARITY$1,000
STRIVE
205 EAST 122ND STNEW YORKNY10035CHARITY$5,000
TEAM RUBICON
5230 PACIFIC CONCOURSELOS ANGELESCA90045CHARITY$1,000
USO
PO BOX 96860DISTRICT OF COLUMBIADC20077CHARITY$500
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NWDISTRICT OF COLUMBIADC20001CHARITY$500
READ TO LEAD
123 WILLIAM STNEW YORKNY10038CHARITY$2,500
ST MATTHEW'S HOUSE OF NAPLES FL
2001 AIRPORT RD SNAPLESFL34112CHARITY$3,500
CASA SOLIEVO DELLA SOFFERENZA HOSP
463 MAIN STREETCROMWELLCT06416CHARITY$1,000
RAMAPO BERGEN ANIMAL REFUGE
2 SHELTER LANEOAKLANDNJ07436CHARITY$200
ST JOHN'S UNIV-M&K SIMONS SCHOLAR
8000 UTOPIA PARKWAYQUEENSNY11439CHARITY$10,000
TOMORROW'S HOPE FOUNDATION
50 CHASLINDBERGH BLVDUNIONDALENY11553CHARITY$1,000
UJA FEDERATION OF NEW YORK
130 E 59 STREETNEW YORKNY10022CHARITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$390,700TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM COLLINSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVD SUITE 1903AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,105TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property500 SHARES OF GLPNoncashPropertyDesc
Fair Market Value$21,105FairMarketValueAmt
Received2023-07-01ReceivedDt

Charitable Contributions Detail CharitableContributionsDetail

FieldValueIRS element (for citing)
Contributor1ContributorNum
Gift PurposeCHARITABLE CONTRIBUTIONGiftPurposeTxt
Gift UseCharityGiftUseTxt
How Gift Is HeldIN PRIVATE FOUNDATIONHowGiftIsHeldDesc
Transferee Name IndividualWL COLLINS FAM FOUNDATIONTransfereeNameIndividual

Transferee US Address TransfereeUSAddress

FieldValueIRS element (for citing)
Address Line16597 NICHOLAS BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Rln Of Transferor To TransfereeGRANTOR TO PRIVATE FOUNDATIONRlnOfTransferorToTransfereeTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$20,000Amt
Net Investment Income$20,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,000DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNot Required to because the Foundation doesnt accept contributions from the publicExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY MANAGED ACCTAT COST$45,650$85,718
HAWTHORN MANAGED ACCOUNTAT COST$5,928,137$7,695,044

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISEMENT FEES$29,722$29,722$29,722
MANAGEMENT FEE$500$500$500
MISC$6,055$6,055$6,055

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$36,650RevenueAndExpensesPerBooksAmt
Net Investment Income$36,650NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,053Amt
Net Investment Income$1,053NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,053DisbursementsCharitablePrpsAmt

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