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ALISANN AND TERRY COLLINS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALISANN AND TERRY COLLINS FOUNDATION (EIN 27-2764310)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202101309349101950
Schema version
2020v4.1
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)
Return2021-05-10T13:22:58-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010825608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAIGLE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1176 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272764310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALISANN AND TERRY COLLINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALISBusinessNameControlTxt
Phone2024419989PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7295 2200 N GLEBE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE C LUCASPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2024419989PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHERINEPersonFirstNm
Person LastLUCASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY J DAIGLEPreparerPersonNm
PTINP00435918PTIN
Phone6176193350PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,635,592FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$715,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$715,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$610,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,488,767GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$610,906CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,326,832TotalRevAndExpnssAmt
Total Net Invst Incm$1,326,832TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$69,068OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,068OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$31,595TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31,595TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,742OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,712OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$111,905TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$104,443TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,462TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,635,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,635,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,747,405TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$104,443TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,642,962TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$420,573ExcessRevenueOverExpensesAmt
Net Investment Income$1,222,389NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7CashBOYAmt
Cash EOY$8CashEOYAmt
Cash EOYFMV$8CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,054,306SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$273,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$273,105SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$17,326,698OtherInvestmentsBOYAmt
Other Investments EOY$17,687,325OtherInvestmentsEOYAmt
Other Investments EOYFMV$37,362,479OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,381,011TotalAssetsBOYAmt
Total Assets EOY$17,960,438TotalAssetsEOYAmt
Total Assets EOYFMV$37,635,592TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,381,011RetainedEarningBOYAmt
Retained Earning EOY$17,960,438RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,381,011TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,960,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,381,011TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,960,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,381,011TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$420,573ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,960,438SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,960,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - 2633P$689,587$500,000$189,587$189,587
CHARLES SCHWAB - 3626P$799,180$377,861$421,319$421,319
FieldValueIRS element (for citing)
Capital Gain Net Income$610,906CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,991InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,991SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,991TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,958EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,958TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,967OverpaymentAmt
Applied To ES Tax$2,967AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHERINE C LUCASIndividualWithBooksNm
Phone2024419989PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7295 2200 N GLEBE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22207ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TERRY L COLLINS
6713 BELLAMY AVESPRINGFIELDVA22152PRESIDENT/TREASURER1.00$0$0$0
KATHERINE COLLINS LUCAS
1809 HOBAN ROAD NWWASHINGTONDC20007VICE PRESIDENT/SECRETARY1.00$0$0$0
BRIAN LUCAS
1809 HOBAN ROAD NWWASHINGTONDC20007VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,814,880AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$720,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,535,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,535,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$488,029CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,047,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,602,361MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,602,361MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,991TaxBasedOnInvestmentIncomeAmt
Total Tax$16,991TotalTaxAmt
Distributable Before Adj$1,585,370DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,585,370DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,585,370DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,642,962ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,642,962QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,642,962AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,585,370DistributableAsAdjustedAmt
Undistributed Income PY$1,626,091UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,642,962QualifyingDistributionsAmt
Applied To Year1$1,626,091AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,568,499UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4 PAWS FOR ABILITY
253 DAYTON AVENUE XENIAXENIAOH45385NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE SUITE 300ROCKVILLEMD20852NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
AMERICAN NURSES FOUNDATION
8515 GEORGIA AVE SUITE 400SILVER SPRINGMD20910NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
AN OPEN BOOK
5901 UTAH AVE NWWASHINGTONDC20015NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
ARC OF NORTHERN VA
2755 HARTLAND ROAD SUITE 200FALLS CHURCHVA22043NONEPUBLIC CHARITY,SEC.GENERAL USE$12,000
ARLINGTON FOOD ASSISTANCE CENTER
2708 S NELSON STREETARLINGTONVA22206NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
AUTISM SPEAKS
1060 STATE ROAD SECOND FLOORPRINCETONNJ08540NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
BISHOP JOHN T WALKER SCHOOL FOR BOYS
1801 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$50,000
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SE SUITE 101WASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$75,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
CATALOGUE FOR PHILANTHROPY GREATER WASHINGTON
10 G STREET NE SUITE 600WASHINGTONDC20002NONEPUBLIC CHARITY,SEC.GENERAL USE$2,000
CENTER FOR HUMANE TECHNOLOGY
77 VAN NESS AVESAN FRANCISCOCA94102NONEPUBLIC CHARITY,SEC.GENERAL USE$15,000
CHARITY NAVIGATOR
PO BOX 6002BELLMAWRNJ08099NONEPUBLIC CHARITY,SEC.GENERAL USE$2,000
CHARITYWATCH
PO BOX 578460CHICAGOIL60657NONEPUBLIC CHARITY,SEC.GENERAL USE$2,000
CHARLESTON HABITAT FOR HUMANITY
PO BOX 21479CHARLESTONSC29413NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
CHARITY WATER
40 WORTH STNEW YORKNY10013NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
CHILDREN OF THE VILLAGE NETWORK
PO BOX 896LIVINGSTONAL35470NONEPUBLIC CHARITY,SEC.GENERAL USE$7,500
CHILDREN'S NATIONAL HOSPITAL FOUNDATION
111 MICHIGAN AVENUE NWWASHINGTONDC20010NONEPUBLIC CHARITY,SEC.GENERAL USE$170,000
CHRIST CHURCH GEORGETOWN
3116 O STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$15,000
CITY KIDS WILDERNESS PROJECT
2437 15TH STREET NWWASHINGTONDC20009NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA
1691 TURNBULL AVENUENORTH CHARLESTONSC29405NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
COVENANT HOUSE WASHINGTON
2001 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
DC GREENS
2000 P ST NW 240WASHINGTONDC20036NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
DC PUBLIC EDUCATION FUND
3407 14TH ST NWWASHINGTONDC20010NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
DC PUBLIC LIBRARY FOUNDATION
PO BOX 66012WASHINGTONDC20035NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
DC SAFE
6856 EASTERN AVE NW SUITE 212WASHINGTONDC20012NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
DOVER CHILDREN'S HOME
207 LOCUST STREETDOVERNH03820NONEPUBLIC CHARITY,SEC.GENERAL USE$1,000
DOWNTOWN RESCUE MISSION
1400 EVANGEL DRIVE NWHUNTSVILLEAL35816NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
EO WILSON BIODIVERSITY FOUNDATION
300 BLACKWELL STREET SUITE 102DURHAMNC27701NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460BERKELEYCA94704NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
ECUMENICAL COMMUNITY HELPING OTHERS
7205 OLD KEENE MILL RDSPRINGFIELDVA22150NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
EXPONENT PHILANTHROPY
1720 N STREET NWWASHINGTONDC20036NONEPUBLIC CHARITY,SEC.GENERAL USE$1,000
FAIR CHANCE
8705 COLESVILLE ROAD SUITE 156SILVER SPRINGMD20910NONEPUBLIC CHARITY,SEC.GENERAL USE$30,000
FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
FDR STATION PO BOX 220NEW YORKNY10150NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
GEORGE WASHINGTON UNIVERSITY
1922 F STREET NW SUITE 202WASHINGTONDC20052NONEPUBLIC CHARITY,SEC.GENERAL USE$80,000
GEORGETOWN MINISTRY CENTER
1041 WISCONSIN AVENUE NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
GEORGETOWN UNIVERSITY
3300 WHITEHAVEN ST NW SUITE 4000WASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G ST NW 480WASHINGTONDC20005NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
HARVEST HOPE FOOD BANK
PO BOX 451COLUMBIASC29202NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
HELO HAITI
PO BOX 290407WETHERSFIELDCT06129NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
HER RESILIENCY CENTER
5614 CONNECTICUT AVE NW 164WASHINGTONDC20015NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
HOPE FOR ANNABEL
4645 HAWTHORNE LN NWWASHINGTONDC20016NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
HOPE FOR PAWS
8950 W OLYMPIC BLVD 525LOS ANGELESCA90211NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
HORIZONS GREATER WASHINGTON
3000 CATHEDRAL AVENUE NWWASHINGTONDC20008NONEPUBLIC CHARITY,SEC.GENERAL USE$30,000
HOUSING UP
1322 MAIN DRIVE NWWASHINGTONDC20012NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
INNER CITY - INNER CHILD
3133 DUMBARTON ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
INTOWN PLAYGROUP INC
1334 29TH STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$15,000
KIAWAH CONSERVANCY
80 KESTREL COURTKIAWAH ISLANDSC29455NONEPUBLIC CHARITY,SEC.GENERAL USE$105,000
KNOCK OUT ABUSE
1303 BALLANTRAE FARM DRIVEMCLEANVA22101NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
LIFT
999 N CAPITOL ST NE SUITE 310WASHINGTONDC20002NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
LITTLE FALLS WATERSHED ALLIANCE
4920 DORSET AVENUECHEVY CHASEMD20815NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
LITTLE FOLKS SCHOOL
3247 Q ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
LOWCOUNTRY FOOD BANK
2864 AZALEA DRNORTH CHARLESTONSC29405NONEPUBLIC CHARITY,SEC.GENERAL USE$15,000
MARTHA'S TABLE
2375 ELVANS ROAD SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$40,000
MUSICIANSHIP
2863 29TH STREET NWWASHINGTONDC20008NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
MY SISTER'S PLACE
1436 U STREET NW SUITE 303WASHINGTONDC20009NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION
4301 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20008NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000160
NATIONAL PARK FOUNDATION
1110 VERMONT AVENUE SUITE 200WASHINGTONDC20005NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
NATIONAL PARK TRUST
401 EAST JEFFERSON STREET SUITE 207ROCKVILLEMD20850NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
NATIONAL PKU ALLIANCE
2809 E HAMILTON AVE 311EAU CLAIREWI54701NONEPUBLIC CHARITY,SEC.GENERAL USE$8,000
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
OAK HILL HISTORIC PRESERVATION FOUNDATION
3001 R ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
OCEANA
1025 CONNECTICUT AVENUE NW SUITEWASHINGTONDC20036NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000200
SEA ISLANDS HUNGER AWARENESS FOUNDATION
PO BOX 268JOHNS ISLANDSC29457NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
SECOND STORY
PO BOX 694DUNN LORINGVA22027NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
ST JOHN'S CHURCH
3240 O ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
ST PATRICK'S CHURCH DC
619 10TH ST NWWASHINGTONDC20001NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PARKWAY NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$135,000
THE ASPEN INSTITUTE
2300 N STREET NW SUITE 700WASHINGTONDC20037NONEPUBLIC CHARITY,SEC.GENERAL USE$15,000
THE FIELD SCHOOL
2301 FOXHALL ROAD NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$50,000
THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES
PO BOX 4569ARCATACA95518NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
WATERORG
117 WEST 20TH STREET SUITE 203KANSAS CITYMO64108NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
THE WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
THE WOODSON CENTER
1625 K STREET NW SUITE 410WASHINGTONDC20006NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
THRIVE DC
1525 NEWTON ST NWWASHINGTONDC20010NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
TRISOMY 18 FOUNDATION
PO BOX 320FLUSHINGMI48433NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
TUDOR PLACE
1644 31ST STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
UNIVERSITY OF VIRGINIA
248 MCCORMICK RDCHARLOTTESVILLEVA22904NONEPUBLIC CHARITY,SEC.GENERAL USE$7,500
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
WADSWORTH-SULGRAVE FOUNDATION
1801 MASSACHUSETTS AVE NWWASHINGTONDC20036NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
WASHINGTON SCHOOL FOR GIRLS
1901 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$50,000
YOUTH FOR TOMORROW
11835 HAZEL CIRCLE DRBRISTOWVA20136NONEPUBLIC CHARITY,SEC.GENERAL USE$30,000
YOUTH HOMES
550 NORTH CALIFORNIA STREETMISSOULAMT59802NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
BLUE IGLOO
3115 P ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
AMAZON CONSERVATION ASSOCIATION
1012 14TH STREET NW SUITE 625WASHINGTONDC20005NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
CITIZENS ASSOCIATION OF GEORGETOWN
1365 WISCONSIN AVE NW SUITE 200WASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
ENVIRONMENTAL AND ENERGY STUDY INSTITUTE
1020 19TH ST NW SUITE 650WASHINGTONDC20036NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
BEST KIDS
1212 4TH STREET SE SUITE 201WASHINGTONDC20003NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
WASHINGTON WINTER SHOW
29 GRANT CIRCLE NWWASHINGTONDC20011NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,635,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$715,926ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$610,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,326,832ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,326,832TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$3,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,750DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - CHARLES SCHWABAT COST$14,854,119$34,203,654
MUTUAL FUNDS - CHARLES SCHWABAT COST$2,833,206$3,158,825

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$30$30$0
ADMINISTRATIVE FEES$452$0$452
DUES & SUBSCRIPTIONS$2,765$0$2,765
PROFESSIONAL DEVELOPMENT$495$0$495

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$69,068Amt
Net Investment Income$69,068NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$21,595$21,595$0
FEDERAL TAXES$10,000$10,000$0

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