ALISANN AND TERRY COLLINS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALISANN AND TERRY COLLINS FOUNDATION (EIN 27-2764310)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349103651
Schema version
2017v2.3
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)
Return2018-11-15T13:58:42-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-14SignatureDt
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 Address131.239.17.4IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm12:08:31IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD578F999BE1BC96C60F3CF1D409748D8531754BAtSubmissionCreationDeviceId
At Submission Filing Device IdDD578F999BE1BC96C60F3CF1D409748D8531754BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,632,290FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,809ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$454,485DividendsRevAndExpnssAmt
Dividends Net Invst Incm$454,485DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,792,666NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,792,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,792,666CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,272,960TotalRevAndExpnssAmt
Total Net Invst Incm$2,247,151TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$18,537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18,537TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,779OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70,779OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$89,316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,316TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$568,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$568,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$657,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,316TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$568,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,615,144ExcessRevenueOverExpensesAmt
Net Investment Income$2,157,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,733,052SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,534,190SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,534,190SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$13,323,858OtherInvestmentsBOYAmt
Other Investments EOY$15,907,871OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,098,100OtherInvestmentsEOYFMVAmt
Other Assets BOY$17,792OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$17,074,702TotalAssetsBOYAmt
Total Assets EOY$17,442,061TotalAssetsEOYAmt
Total Assets EOYFMV$29,632,290TotalAssetsEOYFMVAmt
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$17,074,702RetainedEarningBOYAmt
Retained Earning EOY$17,442,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,074,702TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,442,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,074,702TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,442,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,074,702TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,615,144ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,689,846SubtotalAmt
Other Decreases$1,247,785OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,442,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 3626D$1,474,565$1,474,565$1,474,565
MERRILL LYNCH - 2633D$318,101$318,101$318,101
FieldValueIRS element (for citing)
Capital Gain Net Income$1,792,666CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$557,145AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,285,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045349DistributionYr1Rt
Adjusted Qlfy Distri Yr2$422,220AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,963,487NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047104DistributionYr2Rt
Adjusted Qlfy Distri Yr3$354,066AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,435,678NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041972DistributionYr3Rt
Adjusted Qlfy Distri Yr4$321,583AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,262,735NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044278DistributionYr4Rt
Adjusted Qlfy Distri Yr5$302,308AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,434,078NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046985DistributionYr5Rt
Total Distribution0.225688TotalDistributionRt
Average Distribution0.045138AverageDistributionRt
Net Vl Noncharitable Assets$26,279,883NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,186,221AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21,578NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,207,799AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$568,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43,157InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43,157SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43,157TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,231EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$80,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$81,231TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$100EsPenaltyAmt
Overpayment$37,974OverpaymentAmt
Applied To ES Tax$37,974AppliedToESTaxAmt
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 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

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$24,299,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,380,417AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,680,084TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,680,084AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$400,201CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,279,883NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,313,994MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,313,994MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,157TaxBasedOnInvestmentIncomeAmt
Total Tax$43,157TotalTaxAmt
Distributable Before Adj$1,270,837DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,270,837DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,270,837DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$568,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$568,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$568,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,270,837DistributableAsAdjustedAmt
Undistributed Income PY$487,955UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$568,500QualifyingDistributionsAmt
Applied To Year1$487,955AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,545AppliedToCurrentYearAmt
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$1,190,292UndistributedIncomeCYAmt
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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARC OF NORTHERN VA
2755 HARTLAND ROAD SUITE 200FALLS CHURCHVA22043NONEPUBLIC CHARITY,SEC.GENERAL USE$7,500
BUILDING BRIDGES ACROSS THE RIVER AT THE ARC
1901 MISSISSIPPI AVE SEWASHINGTONDC20020NONEPUBLIC CHARITY,SEC.GENERAL USE$7,500
CHRIST CHURCH GEORGETOWN
3116 O STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
GEORGE WASHINGTON UNIVERSITY
800 22ND STREET NW SUITE 2885WASHINGTONDC20052NONEPUBLIC CHARITY,SEC.SCHOLARSHIP$380,000
GEORGETOWN MINISTRY CENTER
1041 WISCONSIN AVENUE NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$5,000
HELPEDUCATIONLOVEOPPORTUNITY (HELO)
43 LAKE SHORT DRMIDDLETONCT06455NONEPUBLIC CHARITY,SEC.GENERAL USE$48,000
HORIZON GREATER WASHINGTON
3000 CATHEDRAL AVENUE NWWASHINGTONDC20008NONEPUBLIC CHARITY,SEC.GENERAL USE$10,000
INTOWN PLAYGROUP INC
1334 29TH STREET NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$20,000
KNOCK OUT ABUSE
1600 K STREET NWWASHINGTONDC20006NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
OAK HILL CEMETERY
3001 R ST NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$2,500
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PARKWAY NWWASHINGTONDC20007NONEPUBLIC CHARITY,SEC.GENERAL USE$58,000
YOUTH FOR TOMORROW
11835 HAZEL CIRCLE DRIVEBRISTOWVA20136NONEPUBLIC CHARITY,SEC.GENERAL USE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$568,500TotalGrantOrContriPdDurYrAmt
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$454,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,792,666ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,247,151ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,247,151TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALISANN ALEXANDER COLLINS CLAT CHARITABLE LEAD ANNUITY TRUST #1BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11809 HOBAN ROAD NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20007ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,809TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK - CHARLES SCHWABAT COST$11,118,334$21,689,869
MUTUAL FUNDS - CHARLES SCHWABAT COST$1,289,537$1,502,231
CORPORATE STOCK - MERRILL LYNCHAT COST$3,500,000$4,906,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME RECEIVABLEDesc
BOY Book Value$17,792BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK BALANCE RESTATEMENTDesc
Amt$1,247,785Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$14,065$14,065$0
BANK FEES$210$210$0
MERRILL LYNCH - 2633 - OTHER DEDUCTIONS$56,504$56,504$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$14,537$14,537$0
FEDERAL TAXES$4,000$4,000$0

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