ALISANN AND TERRY COLLINS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ALISANN AND TERRY COLLINS FOUNDATION (EIN 27-2764310)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-20
IRS object ID
201901719349100200
Schema version
2018v3.1
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)
Return2019-06-20T07:19:48-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Phone7034513621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16713 BELLAMY AVEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRY COLLINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034513621PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address13.92.128.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm07:38:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4792E8415C737DD9C2F7831C08DE321AFF2F72D5AtSubmissionCreationDeviceId
At Submission Filing Device Id88A95745C6A9C61C38A5C000108B77D9CA88E618AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,191,771FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$988,601ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$689,628DividendsRevAndExpnssAmt
Dividends Net Invst Incm$689,628DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$628NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$628GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$628CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,678,857TotalRevAndExpnssAmt
Total Net Invst Incm$690,256TotalNetInvstIncmAmt
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$13,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,648AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,647AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$106,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,368TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$119,813TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,647TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,190,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,190,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,309,813TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,166TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,196,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$369,044ExcessRevenueOverExpensesAmt
Net Investment Income$663,090NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5CashEOYAmt
Cash EOYFMV$5CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,534,190SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$441,845SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$441,845SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$15,907,871OtherInvestmentsBOYAmt
Other Investments EOY$17,369,255OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,749,921OtherInvestmentsEOYFMVAmt
Total Assets BOY$17,442,061TotalAssetsBOYAmt
Total Assets EOY$17,811,105TotalAssetsEOYAmt
Total Assets EOYFMV$29,191,771TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,442,061RetainedEarningBOYAmt
Retained Earning EOY$17,811,105RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,442,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,811,105TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,442,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,811,105TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,442,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$369,044ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,811,105SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,811,105TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCH - 2633PropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$628GrossSalesPriceAmt
Gain Or Loss$628GainOrLossAmt
Gains Minus Excess Or Losses$628GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$628CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$568,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,279,883NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021633DistributionYr1Rt
Adjusted Qlfy Distri Yr2$557,145AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,285,789NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045349DistributionYr2Rt
Adjusted Qlfy Distri Yr3$422,220AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,963,487NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047104DistributionYr3Rt
Adjusted Qlfy Distri Yr4$354,066AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,435,678NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041972DistributionYr4Rt
Adjusted Qlfy Distri Yr5$321,583AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,262,735NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044278DistributionYr5Rt
Total Distribution0.200336TotalDistributionRt
Average Distribution0.040067AverageDistributionRt
Net Vl Noncharitable Assets$30,461,385NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,220,496AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,631NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,227,127AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,196,647QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,262InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,262SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,262TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,974EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$43,974TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$30,712OverpaymentAmt
Applied To ES Tax$30,712AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY COLLINSIndividualWithBooksNm
Phone7034513621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16713 BELLAMY AVENUEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22152ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 NWWASHINGTONDC20007DIRECTOR1.00$0$0$0
BRIAN LUCAS
1809 HOBAN ROAD NWWASHINGTONDC20007DIRECTOR1.00$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$29,686,414AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,238,850AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,925,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,925,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$463,879CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,461,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,523,069MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,523,069MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,262TaxBasedOnInvestmentIncomeAmt
Total Tax$13,262TotalTaxAmt
Distributable Before Adj$1,509,807DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,509,807DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,509,807DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,196,647ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,196,647QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,196,647AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,509,807DistributableAsAdjustedAmt
Undistributed Income PY$1,190,292UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,196,647QualifyingDistributionsAmt
Applied To Year1$1,190,292AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,355AppliedToCurrentYearAmt
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$1,503,452UndistributedIncomeCYAmt
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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AN OPEN BOOK
5901 UTAH AVENUE NWWASHINGTONDC20015NONEPUBLIC CHARITY,SEC.GENERAL USE$1,000
ARC OF NORTHERN VA
2755 HARTLAND ROAD SUITE 200FALLS CHURCHVA22043NONEPUBLIC CHARITY,SEC.GENERAL USE$12,000
BUILDING BRIDGES ACROSS THE RIVER AT THE ARC
1901 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$35,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
CHRIST CHURCH GEORGETOWN
3116 O STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200JENKINTOWNPA19046DONOR ADVISED FUNDPUBLIC 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.$635,000
GLEN ECHO PARK PARTNERSHIP FOR ARTS & CULTURES
7300 MACARTHUR BOULEVARDGLEN ECHOMD20812NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
HELPEDUCATIONLOVEOPPORTUNITY (HELO)
43 LAKE SHORT DRMIDDLETONCT06455NONEPUBLIC CHARITY,SEC.GENERAL USE$75,000
HORIZON GREATER WASHINGTON
3000 CATHEDRAL AVENUE NWWASHINGTONDC20008NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
INTOWN PLAYGROUP INC
1334 29TH STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
KIAWAH CONSERVANCY
80 KESTREL COURTJOHNS ISLANDSC29455NONEPUBLIC CHARITY,SEC.GENERAL USE$4,000
SO OTHERS MAY EAT
71 O STREETWASHINGTONDC20001NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PARKWAY NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$298,000
UNIVERSITY OF VIRGINIA SCHOLARSHIP FUND
1101 MILLMONT STREETCHARLOTTESVILLEVA22904NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
WASHINGTON WINTER SHOW
29 GRANT CIRCLE NWWASHINGTONDC20011NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
YOUTH FOR TOMORROW
11835 HAZEL CIRCLE DRIVEBRISTOWVA20136NONEPUBLIC CHARITY,SEC.GENERAL USE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,190,000TotalGrantOrContriPdDurYrAmt
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$689,628ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$628ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$690,256ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$690,256TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ALISANN ALEXANDER COLLINS CLAT CHARITABLE LEAD ANNUITY TRUST
11809 HOBAN ROAD NWWASHINGTONDC20007$20Yes (X)
TERRY L COLLINS
26713 BELLAMY AVESPRINGFIELDVA22152$2,223,420Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property8,707 SHARES OF SPDR S&P 500 ETFNoncashPropertyDesc
Fair Market Value$2,223,420FairMarketValueAmt
Received2018-12-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,295Amt
Net Investment Income$6,648NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,647DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - CHARLES SCHWABAT COST$12,388,682$22,815,953
MUTUAL FUNDS - CHARLES SCHWABAT COST$1,480,573$1,267,468
CORPORATE STOCK - MERRILL LYNCHAT COST$3,500,000$4,666,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTERRY L COLLINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16713 BELLAMY AVEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22152ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$20,368$20,368$0
FEDERAL TAXES$86,000$0$0

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