WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM L & LESLEY H COLLINS FAMILY FOUNDATION (EIN 52-1872190)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349107355
- Schema version
- 2024v5.2
- 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
- Expln Of Non Filing With AG Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:46:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521872190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM L & LESLEY H COLLINS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2017471000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2017471000 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER DWYER | PreparerPersonNm |
| PTIN | P01512858 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,339,980 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $938,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,331 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61,046 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $477,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,726 | 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 | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,907 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $5,973,787 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,897,305 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,293,073 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,009,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,944,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,339,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,009,339 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,944,212 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,009,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,009,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,944,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,009,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,976,572 | SubtotalAmt |
| Other Decreases | $32,360 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,944,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PNC X1951 | P | 2024-01-01 | 2024-12-31 | $821,506 | $655,240 | $166,266 | $166,266 |
| PNC X1951 | P | 2024-01-01 | 2024-12-31 | $22,802 | $20,574 | $2,228 | $2,228 |
| VITTORIA OFFSHORE FUND LTD | P | 2024-01-01 | 2024-12-31 | $52,752 | $52,752 | $52,752 | |
| PLEIADES OFFSHORE FUND LTD | P | 2024-01-01 | 2024-12-31 | $23,577 | $23,577 | $23,577 | |
| CAPITAL GAINS DIVIDENDS | P | $17,508 | $17,508 | $17,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $177 | EsPenaltyAmt |
| Overpayment | $1,779 | OverpaymentAmt |
| Applied To ES Tax | $1,779 | 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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM COLLINS | IndividualWithBooksNm |
| Phone | 2017471000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6597 NICHOLAS BLVD APT 1903 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM COLLINS | ||||||||
| 6597 NICHOLAS BLVD APT 1903 | NAPLES | FL | 34108 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LESLEY COLLINS | ||||||||
| 6597 NICHOLAS BLVD APT 1903 | NAPLES | FL | 34108 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRIAN COLLINS | ||||||||
| 7 DAVIDS COURT | SOUTHHAMPTON | NY | 11968 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER COLLINS | ||||||||
| 49-51 CHAMBERS STREET | NEW YORK | NY | 10007 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| COURTNEY COLLINS | ||||||||
| 101 WARREN STREET APT 2630 | NEW YORK | NY | 10007 | TRUSTEE | 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 | $5,815,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,530,538 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,368,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,368,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,257,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,044 | TotalTaxAmt |
| Distributable Before Adj | $356,834 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $356,834 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $356,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $467,581 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $53,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $73,682 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $209,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $356,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,747 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $319,906 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $319,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,193 | ExcessFromYear4Amt |
| Excess From Year2 | $73,682 | ExcessFromYear2Amt |
| Excess From Year1 | $82,284 | ExcessFromYear1Amt |
| Excess From Current Year | $110,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM COLLINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $300 |
| CATHOLIC CHARITIES OF NY - GALA | ||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $2,500 |
| CITYMEALS ON WHEELS | ||||||
| 307 KENT AVE | BROOKLYN | NY | 11249 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| DWIGHT ENGLEWOOD SCHOOL | ||||||
| 315 PALISADES AVE | ENGLEWOOD | NJ | 07532 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $5,000 |
| FISTULA FOUNDATION | ||||||
| 1700 THE ALAMEDA 300 | SAN JOSE | CA | 95126 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| GEORGETOWN UNIVERSITY COLLINS SCHOLARSHIP FUND | ||||||
| 3700 O ST NW | DISTRICT OF COLUMBIA | DC | 20057 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $2,000 |
| GUADALUPE CENTER NAPLES FL | ||||||
| 509 HOPE CIRCLE | IMMOKAEE | FL | 34142 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| HACKENSACK MERIDIAN HEALTH FOUNDATION | ||||||
| 343 THORNALL STREET | EDISON | NJ | 08837 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $5,000 |
| HARRY CHAPIN FOOD BANK - SW FLORIDA | ||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| HUMANE SOCIETY OF NAPLES FL | ||||||
| 370 AIRPORT-PULLING RD | NAPLES | FL | 34104 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| ITALIAN LANGUAGE FOUNDATION | ||||||
| PO BOX 112 28 MAPLE PLACE | MANHASSET | NY | 11030 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| KOWIACHOBEE ANIMAL PRESERVE NAPLES FL | ||||||
| 2861 4TH AVE SE | NAPLES | FL | 34117 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $250 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| NIAGARA UNIVERSITY | ||||||
| 5795 LEWISTON RD | NIAGARA UNIVERSITY | NY | 14109 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| OXFAM AMERICA | ||||||
| 77 NORTH WASHINGTON STREET 500 | BOSTON | MA | 02114 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| RAMAPO-BERGEN ANIMAL REFUGE | ||||||
| 2 SHELTER LANE | OAKLAND | NJ | 07436 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $250 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $2,500 |
| SAINT JOHN'S UNIV - KALENKA FAMILY ENDOWED SCHOLARSHIP | ||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $10,000 |
| SAINT JOHN'S UNIV - REV BRIAN J SHANLEY OP SCHOLARSHIP | ||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $10,000 |
| SALVATION ARMY OF NAPLES | ||||||
| 3180 ESTEY AVE | NAPLES | FL | 34104 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $250 |
| ST JOHN NEUMANN - GUARDIAN ANGEL SCHOLARSHIP | ||||||
| 11211 BEAUCHAMP RD | BERLIN | MD | 21811 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| ST JOHN'S PREP SCHOOL - ASTORIA NJ | ||||||
| 21-21 CRESCENT ST | ASTORIA | NY | 11105 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| ST JOHN'S UNIV - BREAD & LIFE | ||||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| ST JOHN'S UNIV - CPS PLEDGE | ||||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $370,000 |
| ST JOHN'S UNIV - PRES DINNER | ||||||
| 8000 UTOPIA PARKWAY | JAMAICA | NY | 11439 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $25,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $500 |
| ST MATTHEW'S HOUSE OF NAPLES FL | ||||||
| 2001 AIRPORT RD S | NAPLES | FL | 34112 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $2,000 |
| STRIVE | ||||||
| 205 EAST 122ND ST | NEW YORK | NY | 10035 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $5,000 |
| TEAM RUBICON | ||||||
| 5230 PACIFIC CONCOURSE | LOS ANGELES | CA | 90045 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| TOMORROW'S HOPE FOUNDATION (NY) | ||||||
| 50 CHASLINDBERGH BLVD | UNIONDALE | NY | 11553 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $2,500 |
| USO | ||||||
| PO BOX 96860 | DISTRICT OF COLUMBIA | DC | 20077 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | DISTRICT OF COLUMBIA | DC | 20001 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,048 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,331 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| VITTORIA OFFSHORE FUND LTD | 900099 | 01 | $52,517 |
| PLEIADES OFFSHORE FUND LTD | 900099 | 01 | $8,529 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $477,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,726 | 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 SERVICES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO REGISTER IN NEW JERSEY OR PROVIDE A COPY TO THE ATTORNEY GENERAL BECAUSE IT IS NOT SOLICITING CHARITABLE CONTRIBUTIONS FROM THE PUBLIC. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY MANAGED ACCT | $45,650 | $63,186 | $120,578 |
| PNC HAWTHORN MANAGED ACCT | $4,700,360 | $4,518,967 | $6,641,957 |
| PLEIADES OFFSHORE LTD | $426,136 | $458,242 | $461,287 |
| VITTORIA OFFSHORE LTD | $801,641 | $706,910 | $919,251 |
| DUE FROM VITTORIA OFFSHORE LTD | $0 | $150,000 | $150,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $32,360 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NJ ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VITTORIA OFFSHORE FUND LTD | $52,517 | $52,517 | $52,517 |
| PLEIADES OFFSHORE FUND LTD | $8,529 | $8,529 | $8,529 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $32,871 | Amt |
| Net Investment Income | $32,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $34 | $0 | $0 |
| FOREIGN TAXES PAID | $7 | $7 | $0 |
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