ALISANN AND TERRY COLLINS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALISANN AND TERRY COLLINS FOUNDATION (EIN 27-2764310)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-30
- IRS object ID
- 202011829349101306
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-30T17:22:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272764310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALISANN AND TERRY COLLINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIS | BusinessNameControlTxt |
| Phone | 7034513621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6713 BELLAMY AVE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7034513621 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J DAIGLE | PreparerPersonNm |
| PTIN | P00435918 | PTIN |
| Phone | 6176193350 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,343,011 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $702,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $702,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,465,614 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,465,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,465,614 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,168,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,168,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,013 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,012 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,969 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,501,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,501,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,598,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,505,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $569,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,075,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | $7 | CashEOYAmt |
| Cash EOYFMV | $7 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $441,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,054,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,054,306 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,369,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,326,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,288,698 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,811,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,381,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,343,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,811,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,381,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,811,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,381,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,811,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,381,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,811,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $569,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,381,011 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,381,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - 2633 | P | $4,465,553 | $3,000,000 | $1,465,553 | $1,465,553 |
| CHARLES SCHWAB - 3626 | P | $61 | $61 | $61 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,465,614 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,196,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,461,385 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $568,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,279,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $557,145 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,285,789 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $422,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,963,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047104 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $354,066 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,435,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041972 | DistributionYr5Rt |
| Total Distribution | 0.195342 | TotalDistributionRt |
| Average Distribution | 0.039068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,978,090 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,288,388 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,309,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,505,512 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,712 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,712 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,958 | OverpaymentAmt |
| Applied To ES Tax | $9,958 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY COLLINS | IndividualWithBooksNm |
| Phone | 7034513621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6713 BELLAMY AVENUE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERRY L COLLINS | ||||||||
| 6713 BELLAMY AVE | SPRINGFIELD | VA | 22152 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE COLLINS LUCAS | ||||||||
| 1809 HOBAN ROAD NW | WASHINGTON | DC | 20007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN LUCAS | ||||||||
| 1809 HOBAN ROAD NW | WASHINGTON | DC | 20007 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,146,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,334,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,480,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,480,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $502,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,978,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,648,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,648,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,754 | TotalTaxAmt |
| Distributable Before Adj | $1,628,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,628,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,628,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,505,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,505,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,754 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,484,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,628,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,503,452 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,505,512 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,503,452 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,626,091 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARC OF NORTHERN VA | |||||||
| 2755 HARTLAND ROAD SUITE 200 | FALLS CHURCH | VA | 22043 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $37,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| CHRIST CHURCH GEORGETOWN | |||||||
| 3116 O STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | DONOR ADVISED FUND | PUBLIC CHARITY,SEC. | THE FUNDS HELD BY THE COLLINS FAMILY CHARITABLE FUND ARE INTENDED TO BE DISTRIBUTED TO ORGANIZATIONS THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | $1,200,000 |
| HELPEDUCATIONLOVEOPPORTUNITY (HELO) | |||||||
| 43 LAKE SHORT DR | MIDDLETON | CT | 06455 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $10,000 |
| HORIZON GREATER WASHINGTON | |||||||
| 3000 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $20,000 |
| INTOWN PLAYGROUP INC | |||||||
| 1334 29TH STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| KIAWAH CONSERVANCY | |||||||
| 80 KESTREL COURT | JOHNS ISLAND | SC | 29455 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| SO OTHERS MAY EAT | |||||||
| 71 O STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| ST PATRICK'S EPISCOPAL DAY SCHOOL | |||||||
| 4700 WHITEHAVEN PARKWAY NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $55,000 |
| UNIVERSITY OF VIRGINIA SCHOLARSHIP FUND | |||||||
| 1101 MILLMONT STREET | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $100,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $2,000 |
| DC GREENS | |||||||
| 2000 P ST NW 240 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| ECHO | |||||||
| 7205 OLD KEENE RD | SPRINGFIELD | VA | 22150 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| FAIR CHANCE | |||||||
| 2001 S ST NW SUITE 310 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $10,000 |
| HOPE FOR ANNABEL | |||||||
| 4645 HAWTHORNE LN NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| MAMAS | |||||||
| 12400 VENTURA BLVD 662 | STUDIO CITY | CA | 91604 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $3,000 |
| NATIONAL PKU ALLIANCE | |||||||
| 2809 E HAMILTON AVE 311 | EAU CLAIRE | WI | 54701 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $2,000 |
| OAK HILL CEMETERY | |||||||
| 3001 R ST NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $10,000 |
| PANCREATIC CANCER NETWORK | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $2,000 |
| TUDOR PLACE | |||||||
| 1644 31ST STREET NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $1,500 |
| WADSWORTH-SULGRAVE FOUNDATION | |||||||
| 1801 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $2,500 |
| THE WASHINGTON BALLET | |||||||
| 3515 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $5,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY,SEC. | GENERAL USE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,501,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $702,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,465,614 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,168,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,168,323 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,025 | Amt |
| Net Investment Income | $4,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,012 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORPORATE STOCK - CHARLES SCHWAB | AT COST | $13,797,599 | $29,344,050 |
| MUTUAL FUNDS - CHARLES SCHWAB | AT COST | $3,029,099 | $3,150,648 |
| CORPORATE STOCK - MERRILL LYNCH | AT COST | $500,000 | $794,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $207 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $67,716 | Amt |
| Net Investment Income | $67,716 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $20,969 | Amt |
| Net Investment Income | $20,969 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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