‘ soe 2949400905607 § - dation con tt fon 990-PF er seceon sua Fst Heed os Pete Fevneabon ipeen eeiacanimnnteresacemarannermtemee QV) [2019 eer Yeon trommrat om fon s0-2396540 SUSANNE MARCUS _COULINS_FOUNDA SE izectaincearvaaelS Te Pea te—7720 iva sa pow, omy, a 2 oan venoms POY ATLANTA, GA__30327 & check atat psi) inta TH invar retin ora omer pubic hanty [0 1. Foregnorancatons,checknere BL] 5) amences return Nan cange TET secton 01/8 met pai udsion OY fe matures sas wasted I section 4947(21(1) nonexempt chartablerust_[_] Other taxable pate foundabon. Y under section S07(0X1)A), check here BL] 1 Far market value of allassets at end of year ]3- Accounting metnos. (XJ Cas» (—) Accual te toundabon tina 60-Month termination, (com Patt cok. (), ine 16) 2 ote (speci) ‘under section 507(0} 1)B), check here D> bs 16,382,678. |(att lum (a, mst Sooncaahaes) Part l] Mayas st Revenue and Expense (w)Feveweand | yNetmmainen | (ey Adpatane erat pet Boks ‘aco income We 7 35,007,562. N7A 2 vento i a 4 Dowden nds rm stores 310,183. 305,420. STATEMENT i Sa Gross rane tree (4g nom naar 5,326,240. g oSemaksewee "6, 253/534. Br costeemmasoniat 5,326,240. 1 et shorter capital gan 9 neame woateabons Dae cate OGDEN_UT Gross proto (oss) SCANNED FEB 03 2021 1 ofwrneame Ce 386: STATEMENT 2 2 on ses 1 oug 1 T0, 640, 671.] 5,637, 346~ 1 conan aes creton nomen 197.000. o i397, 0007 1 Omer emotes ara and wes 15. Pension plans, employee benetits 25,553. 0. 25,553. te Liat es sur 3 1é784a- 0: 14;844- Pb acount es STMT 4 3,750. 1375: 1875: E]_& Other professional tees STMT S 21,507. 21,507. 0. 7 inest 1 tows stwr 6 75,1352 Tz 1257 ie onecaton at deter 1,236: O : ct 4200 o T3007 at re rte at metus Tis~ o Tis. 322 ning aa podienoe 28 cn eones str 7 a 7a Tr Tse fea tot operating an adiiave exper ‘Add hnes 13 through 23 385,114. 23,382. 285,071. 2s. Conroitrs ot gars pa T,010;000- 7010; 000 26 Tot expenses an burnemens asin 240425 1,395,114.| 23,382. 1,295,071. sutras 25 to 1 xcuns of vevirum over enpansea wd dsbussamanis, 9,249,557. ! 1b Net investment income (!nagstne, ena 0) 5,608,964. 1 € Ade at come mg se Ze Tesorteinn LAA ol Papermate Ai Roe, er waa Tarn B00-PF ears 1 ga 8 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1fomoaopegoig) __ SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 Page = alco seg Begrnng of Endl ye Belance Sheets sinnnenwiasenim (aot Yate boas Fa Ma 1 Cah nannies anny 1, 636. 2,163, 2,163, 2 Savgs nd eparay eash vests 7#.635.| 4, 308,603.| 4,388,803. 8 Accounts receable D> == eso poe a See {ess alowanc ordi acounts 4 Pledges recone De Less allowance or dtl acaunts 5 Gents ecenabe 1 Reconables cue rom oficers, rectors, trustees and other ‘ésquates persons 1 onevanseinre > =e Las allowane or dvb acaunts PL 1 Invetorns a sae use Prepaid expanses and deterred charges 104 imestnets- US. and state government obigabons Investments -coparat stock stmr 9 [~10,317,066.| 11,986,513. 11,986,513. «vests - corporate bonds 11 anaes one se Assets » - 72s es ame dean > 42 Investments - mortgage lars 13. Investments ter 14 Land pulang, ane equpment bass Be 6,24 es xemssnsincam STMT 10% 1,050. 612. 5,199. 18. Otter asses (deserte>_ MISCELLANEOUS RECEI) 224. oO. 16 Tota assets (obo comple by all ters ee the instructions. so, ste page tem 10,398,173.| 16,382,678.| 16,382,678. 7 Accounts payable and accrues expenses 18 Grats payable 18. Deared revenue 20 tometer ows, drm mates 1 Morigages and ater nots payable [22 Omer labites (éeserbe CREDIT CARD PAYABL) 1,035. iit. i 23_Total abies (ade bes 17 though 2 1,035. 1i1. i ‘Foundations that fellow FASB ASC 958, check he > and complete lines 24 25,28, 4 30. 24 Wet assets mtnou conor estrevons 10,397,138.| 16,382,567. 25 Wet asa mth donor cestenons Foundation tht do net fellow FASB ASC 58, check here Be (—] nd complete ines 26 hough 30, 26 Cepia stoc, vost rnp or current fons 127 Pat-n or capital supls, ran, bog, and equpment tnd 28 Retanedeartangs, ccumulate acme, endowment, rote funds 2 Teal net aeets rnd balances 10,397,138. 16,382,567. 30_ Teta abies an oot asstotnd Blanes 10,398,173.| 16,382,678. j ‘Analysis of Changes in Net Assets or Fund Balances 1 Total et assets or fond alee al bepionng of year = Part, column (a) bre 28 [Net Assets or Fund Balances (cust agree win end-0-eartiue repries on por year's ern) [s| 10,397,138. 2 Emer amount tom Part, ine 272 [ef 9,249,557. 3 er erases not neice nine 2 (femze) fal 0. 4 Addins 1,2, 2083 [al 19,646,695. 5 Decreases nol cluded in bne 2 (em) SEE STATEMENT @ [5] 3,264,128. Tota et assis o fund lanes at en of yer ne ms ine 5) Par, clum 6), i 29 eo] 16,382,567. Form 990-PF (2019) 2 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1foinoo0e oi) __ SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 rapes [Part IV] Capiial Gains and Losses for Tax on Investment income {WUstand eure te ls) of pepery si rexel ae, TREES | qejbaaceoee | _(e)0ue rae Ssay eetaanseewsortan cos Sb one MS Co Beeucitee | ySnescaes | (basa i PUBLICLY TRADED SECURITIES EQUIPMENT AND FURNITURE F «CAPITAL GAINS DIVIDENDS ‘ aa Toepecamn alow ia cota oer bane Teno fo) ters mid {or allowable) plus expense of sale {({e) plus (f) minus {9)) a 6,253,083. 923,960. 5,329,123. » 213. 3,547. <3,334.> o 451. 451. ri i sown ga ao i] aod yt uta ov TAR Tp Gans aL) game Gaia caaiialt ail gyoutent estan 8 (overt 2189 papa a yes te eee frome) ri 3,309,103 : <3, 534.5 rs asi. r gan ao enn Par iw? 2 coaigaminenesr mewn {Henman write? Ya 5,326,240. 4 fester cpt gm res) at denen ects 125) an (6 Ign ao enn Po rine 8, carn } i fogs enter mPat LIne 2 N/A Part V | Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income {for operate cones pra ofr siete ston 44] bx on tesa ea) i seta 4406220 eve hs pa ak. ase funaton abi rte secon 484 taxon dsr aunt ay ere bas peo? (Cove me iene founda dns es und seton 4, orotate ae {Er apap aroun tach cn ech ey hoes brs ag 3 COT se ayes o ©) subltdrratg cancer SPE Eo nng ny | Aduste uaa dstibwons | etal of oncartabie-useases (co. BPRS, coy 2018 1,163,278 Ti, 205,064. 2103807 2007 1:224-099- T0:610,474- 913233 2016 1,457,354. 9,742,153. 149593 2s 1,276,356 5,790,871 2220754 Fam 1,788,097 315,377. [283134 2 Tout oie 1, column) 2 2870531, 2 Avan dst a te Str bs pot «dete alone 2500 by te mmr fe the tundaton as een nsec estan 5 ye 2 174106 4 Eman et veo encarta eto 208 ram Pat X hw | 11,643,080. Mutt ¢ by ine 5 2,027,130. 6 Ener ot etmesinert aca (1% of Pat ne 27) ‘ 56,090. 1 aati 206 1 2,083,220. 8 nar uty trons tom Pat 4 . 1,304,228. ie 8 esl tor greater hance 7, check Box Pa Ve 1, an compet art ving 8 a Sere fry nsstone ceases) Fan SOOPER) 3 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1rainsonre 1s) SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540__roga [Part vI[_ Bxise Tax Gaced on investment Income (Section 4940(a), 40700), TSAO] or 7648 see instrucTone) 1s ent Sen urns eebed econ ANG} cee LT ard er Won Dat tan er erent (ote ayaa cesses 7 'b Domest foundations that meet the section 4940{e) requrrements in Part V, check here Be» (_) and enter 1% otha iw € Alot! dames nts 2 int 27, ret ren egbaons, eto Pa 12, 2 Tnvnter sen 1 (ome elon 44714) stad ate undone, ae) 2 Aad ins tan 4 Sait (nae) ax (oes stcton (1) as an aunts abe, er) § Texbsed on iveient nnn. Subcom Ine ase © Cednamens a 2Besimaetxpaymat an 2018 overpay ee 208 ‘ 82,360. 1 Genot eon ancestor wih a ee, @ 0 ¢ Taxa min sghexton ens of tee i Fo 88) e 3r 000 4 Bap wtelng eroreiey woes 7 | | 1" eet ad pyres ins a 064 i {Emer ay pena vray teste tx Check ee CK] em 200 aan n 4 Tandr Ite tlalcmes Sand nore ans, ner amount oe >i 10 Owipemen he 7 sore tan tel oes ete oat ve > [is 1 Enero tin ae edd 40 atts 965. lasmnsa [it [Part ViI-A | Statements Regarding Activities 1a Dry eye, te ovdaon aap nce ayaa a, We syste ana? + be soe mae an 109 crete yx ee recto ct or ole papose” See tacts ore non Mie arses tt of faa aed eect lth aches and cpa ay mara lad 0 dhe ye luninonn csneton wth ce. ad iz, 179. gslaion or parhpale or nienane «Di th foundation he Frm 1129-POL for his year? ie {Erte the amount (ano taxon pokicl expense (ston 4955) posed dung the year | (1) One foundation. Be S 0. (2) Onfounsabon managers. $ 0 «Enter the reimbursement (any) pavd by the foundation during the year for politcal expencitre tax imposed on foundation | rmarapes. eS oO. edd So 2 Has te founda engaged any ates tat have not revously been report tthe RS? 2 x Wes, atcha cetaed dscripon of he ates, i {Has the feundaon made any changes, at prewously ports tthe RS ns governing struments of corporation, or : | bylaws oor sear insvumens?i-Yes” atach a conformed copy ofthe changes 3 x ‘4 Did foundation nave related business gross cameo 1,00 or ae dung te yea? a x Fes haste a tax turn on Form 990-1 or ths yar? w/a [a 5 Was here iqudaten, termination, dssolton, of substatal eontacbon dug te year? 5 x Ines: atch the statement requred by Genera instructon T 6 bre he equcemens a secton Soe) (aung to sectors 4941 trough 4945) sated eae: ‘By language m te govern sume, or ‘By stat gan hat eeebely amends the governng sunt so hat wo mandatory Grectons tat confit wih the tal lw reman nthe governing nsrumen™ 7 Didthe foundation hae at wat $5,000 m assets at any tne dng the yar Yes, completa Pat cl cand Part XV {a Ene the tats to which he foundation repr or with whch epsteed See mstustons, GA,MA birt anewerse"Yer To 7, haste Toundaon Trisha a copy ol Form 980-PF ote Atornay General (or designate) of ac stale requ by General instruction G? Ito aac exoaraton {9 Istneoundson armng status 2s privat operatg foundation wun he meaning of secon 49423) 484245) a caenca year 2019 the taxyror bapinng i 2019? See the nstucions fo art XIV. Yes; corpee Pat XIV 10 Disany persons become substantial contutors during he tax yea? wv Form 990-PF (2019) 4 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1Form ao. (201 SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 rages art VIA | Statements Regarding Activilles (continued) [ves] No 1 Atany me dug he yer, te toundton direct or circ, owna conte ety win te meat of section $120.12) "Yee: ataoh stele. See matuctons nw] |x {2 Dein foundation ake atrovent done ade nd ovr whch he fundaton ora egies person ha aor orale? Ye ata semen See msetons n| |x 18 on fundaonconpy wih pubic ngpeton equemen' os nr rus nd exemption apleatan? wk Wenste adsess Be _N/B 14 The books are incareot B» DOUGLAS DINAPOLI Telephone no. 404-240-7700 Locitdat > 1266 W PACES FERRY RD #615, ATLANTA, GA 2e-4 »30327 1 Secten 49473), one caal ots hg Ferm SPF meu Foc 141 check ere >I and ener te amount of tax eater ceed or aerating the yar Lisl N/A, 16 Atany te cing clot yea 2019, te fovndten nae an resin agnor te aha over aah, [Yes] No feces, ter maga eeu aren country? wt Tx Sethe msvucbons or excepton and ng rquremens far CEN Form 116 I"¥e elt ae othe i toreign country D> ! [Part Vi-8 [ Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 i any tem is checked in the "Yes" calor, unless an exception apps eS] No 11 Dung bey, te foundaon (ea eto ety) (1) Enpige esl or extagen propay wih a equates person? Cove: 00 ne 5 (2) Seow money trom lr money a, oars extend eo (or ate om) 1 oisqualted person? Cove: me { (2) Fare ood, evs ates Wo (0 art a Kom) a squats person? iver Ine i (1) Pay compensation or ay or embuse expenses a squad person? (lve CI me (5) Terr any coe os 03 aie person (mat any of eter nada , forte beet ors fa susie peso? Clves (Xl ne | (6) Aare 0 2y money or rontry toa government fea? (Exception, Chee Not | she foundaton agenda make ano ely te ae fa penod ater eration of government ev, moat wi 0 ye) Cove OXI ne 0 any anew 6" to 1}8) i ay oe a fa 0 under eee ese Regulars : secon 49¢(9- or macuent ote repardng sas asst? See scons ® Organaations relying on a current nobce regarding drsaster assistance, check Mere -O 6 ithe foundaton ngage ape yar mary ace eset, ter an excepted ts, at Wee at Bead a betes ay oft ax yea Ceping 2019 ie |e 2 Tats on fare taste ame (ton 404) (es ot apf yee oundson vasa pat eperatng ounaton i etnes sect 49429) 01 #425) «Aetna 2019, en foneabon ave ny undsrauesaeam Pa XI, nes {4a 6 for ayes) Degg bate 20107 Cove CI ne 1% he ears . : 1 Are ter ay ers sted aor when oedaton we nt appyng ts prow of acon 4X22) (lag To mere ‘akan of ast) te yeas undoes ene? appng secon 0422) ol es answer" and atch Stalement- ee mstctons) wa [io « Ite prone of ezton 4942()2 ae bang apes 0 any ofthe years sted 2, st the years >» — 2a Dane Tomenion Fad mara a eto enn an BUSHES enor Tan re ‘rng nee? Cove OX me "Ysa fave excess buses lang m 20192 resto (1) ay purchase by Be eundtan or Gaqulie pesos ser ‘May 26, 1969; (2) the lapse of the 5-year penod {or longer period approved by the Commissioner under section 4943(c)(7)) to despose tol cgay ft a beet or 2) Re Upset he 0, 6, 20ers pas akg pene? (se Frm 472, ‘Secu 6 eter he oundan as excess ses ees 2012) N/A 4 Oe fondant geyas any amount na manne tat wou opr ws ata posts? © Os te oundson make ary vetnantn a oe er (ut afer Dacembe 31, 1969) hat ous opadze Hs chara purpose hat — lo ada ten removed or gap le ety oft axa egg 20197 a ¥ Form 990-PF (2019) 5 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1fumovet gor) __SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 Paes [Part Vil [Statements Regarding Activities for Which Form 4720 May Be Required Conte 54 Dang er, de urdaton payor neu any aut ea No (1) Cary on propaga oathewseatenpt bene lagslaton scion 45)? Cove Ele (2) Intvence ne eucome ony pte pubic electon ee secton 455) or cary on eel onde, ay voter reson dee? yes (3) wo (2) Prowse a rat an vat or Wael stay, ote el purposes? Give Kine (4) Prowse a rata an organzaton oe than chaise, rganaatondesebed secon | 4945948) Seewabucons Cvs Em (5) Prowce for any pupose ter han reous, charitable, sent, Mera or buat urosts, or for the preverton fue chien oars? Cives (ine b tanyanser Yes 5145), any warsactons fa quality uote exeatons described Reputors -—|—| secton 534565 of avert roe epi Sat asssane? Ste msbuctons wa [es ‘rgazabons eng ona cent abe apardng sas asstanc, check hae oO «1th anwar "Yeso question Se), does he urdaton cm eenpton ot x ease manta epee respons fr Pe ga? N/A Cvs Cm Yes? atch te statment eure by Regulates seton 53404550), 64 D1 he tundtor, dung te yey, eae any uns, ety or sret, Wo pay remus on | personal ent eontac? Cove Ewe |]. 18h furgatn, ring the er, py remus, Gey x mae, on personal bene cont? @ | Tx 1-¥es tle Form 857, 7a any tne rng te oxy, athe foundaona pry to probed tx shar varacton? Cove Ete | Yn the undtonreceve any proceeds ahve ay net came abbot ansacon? WA [ie € ste undten subetothe secon 460 tx on payment) of mae than $1,000.00 remurerton or | ute payments) dung the ven? ve [1m [Part Vili_] information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 7 Listallofcere, director, wustees, and foundation managers and ther compensation. (2) ie, ang average] fe campersaton | 1) Tel Enpense (ay Name ad aes ls pe ee Clacton |e | atepu ter ‘SEE STATEMENT 13 197,000.| 15,990. o. Compensation of five highest pard employees [other tian those nehuded on Ine 7) W none, enter "NONE (@) Tile, and average Tees | oem (2) Name and adores of ean employee pas mae than $0, hours parweak™ — |(c)Compencavon | Paina | alSbun eter (a) Name an adores of eacn employee pat more han $50,000, EE tet |)Comomcaon | Mintel NONE otal rurber foie employes pa ve $50,000, el a Form 990-PF (2019) 6 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1Tunsonst go SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 rue information About Officers, Directors, Trustees, Foundation Managers, FIghiy Heel Employees, ail Contractors stan 3" Fes ght eid anpondent sonra Tor potesond covers nana ST WORE Tahar an weal oeh pn god te ar ST TOR Tei conpensaton Te) Type ot serve “etal number a aha recong ove $50 00 fr profess! sewers G Part X-A| Summary of Direct Charitable Activities {iste foundabon's four largest rec chartabe ates during te tax year nude relevant sista information such a he umber of arganzabon ag oer bentcares served conerances convened, reseuch papers proses 7 N/A Exoenses fart 1X-B | Summary of Program-Related Investments ‘Daserib he voles progra-eses avesimens made by te foundation ding eax vat on tes Tand 7 N/A ‘iter programed vestments. See weuuahans. 3 Tw. Ferm 980-PF (2019) ‘Tojah Add ines 1 troughs 7 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1feinssore zoig) SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 rages Minimum Investment Return ii domestic foundations must complete this part Foreign foundations, se¢ structions ) 1 Farrer va of ens ot vt [orl Tore rey C9 Oi CRANE, BE, pO 4 erage meni ox matt vale of secunes 1 10,497, 466. vag of monty cash baanes 1,322,920. Far martet vale ol teases 1 4 Total (add lines ta, b, and c) 16 11,820,386. Rectan cme for Blckge oe ator pots on ines 1 and 1e(atien das erparaon) Le] ____o. 2 Aequston ceeds ppabe toe asses 2 o. 3 Subtract ime 2 from bine 16 3 11,820,386. 4 Csh cere ld for hata cts. Ete 11th 3c gee amounts stuctons) “ 177,306. {5 Netvalue ef nonehaiabesteasts, Saat ne or ine, Emer here and on Par, ine 4 5 Ti, 643,080. _Minimem investment eure, Et of eS € 582,154. ‘Part XI | Distributable Amount (see introns) (Secon 4942()(3) and (NE) prvale operat foundstans and eet foeg rganaatons, check hte De [—] an ot onal ts 2) 1 Minium investment return from Part X, line 6 4 582,154. 24 Texoninvesimet cor fr 2019 om Pa he S a 112,179. 1 Income ter 2019, (The des natin he tx om Pa VI) 2 Aes 2 30820 a 112,179. 4 Otnbble amount eos adunineats, ube ne eam ne 3 469,975. 4-Racovres of amounts esta ultyng tbo “ 0. 5 AdoWnes Sand s TES, 575. 6 DsGucton rom dsb aroun (8 srk) * o. 2 oi unt a dt Sub at ins rome Snare non Pt, ne 1 2 465,375. [FartXIT] Qualitying Distributions (se mstructons) 1 Arount i (nding aminatveepese) fo Soma carat, He, puOSRE agent, contrtuton, gist em Pat eum (he 26 . 1,295,071. b Programe mvsimets tal rom Pat De o. 2 Amounts pa aca ass se (Bt rw rely cag OU CAA, proses 2 357. 41 Amounts a ade for specte chal prow tasty he 1 Sutabiny ts (eR approval eae) ra 0 ah tbuon tt ata he equa sees) 2 4 Gualivng distrbtons. £40 ines fa trough 30 Etre and on Pathe, a Pat XI, 4 4 1,300, 228, $5 Foundaors hat aly ude sero #4) fr he ese ate ot on net vestment inom, Eie He of Pat ine 27 s o. 6 Asnsteeguatiyingdsebtns. Subtract ine 6 om ne 4 é 1300, 228. Ate Te amour on ne wl be see ma, clan (0) subequen yes when cael wheter oueaon utes fe Son 440, edston ox n noe ye. Ton 980° F (015) 1142 8 1108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1faringsope gor) __ SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 Payee Undistributed income (see nstuctons) « e, ©) a, Corpus Yeas peo 2018 2018 2019 1 Ostebuable amount for 2019 rom Pat XI, ine? 469,975. ‘Enter amount for 2018 any oO. 1 1 Tota fox poor yas o. 13 Exess dsrons carver, any, to 2019 i From 2014 1,113,281. 1 From 2015 997,155. From 2016 1,022,675. From 2017 686,132. ‘From 2018 601,391. i {Total fine 28 trough 7,420,634. 4 Duakiyng dsrdutons fr 2018 rom Partxi,ine4 $1,304,228. ‘4 Pophes to 2018, but ot more tan i 28 oO. Apples to undstrbutedncams of prot years (ectonrequres see stuns) oe Treated a8 strbvtons out of corpus (Glecianrequred-seensructors)— ** 4,670. : ‘4Popind to 2019 dsrouabe amount 465,975. ‘eRemarnng amount distraues out of corpus 629,583. Acoma hen sn nee 5,254,887. b Por yar ntsbued cae, ual tine 4 om ine 2 o ¢ rete amount of ro yes Undttedacome whch roe Severe as een eon whch i the sean 4423) fat ha een reo assessed ¥ o 1 Check nox to inate whee the foundations a pval operating foundation descrbed section 2944409) oF 2 a Enter tha esse ofthe adusted net Taxyear Pron ya nce rm Part or terns 208 wa (2017 (aLei6 rovestment tur tom Par X for cach year Ise 65% of ne Za «Ovary astbons tom Part, Ine or each yea tes 4 Amounts mused tre e not sed det for act const of exept actives # Guang dstrbutons made ectly for ace conduct of exam acts, Subact ine 2 rom ine 2¢ 3 Complete 2, or crore ilerrave est aheo upa a Sasser’ aerate test ete (1) Va oft asses (2) Vatu of asses uaitnng nde seston 4942()(}8)0) ' -Eodowmen aerate est - ener 23atmnmur invest earn Shown in Part ne 6 or each yar istea "Support allerabe test ener. (0 To dens, ens, payne Seuss loans (en Sra), orgies) (2) Suppo romgceral pubic Soa orm Sigancabdhs ae eraded setiopo4aij() 8} (9) Ugethe amount of support rom Zn exempt crganzaion 610s estmen income ‘Supplementary Information (Complete this part only It the foundation had $5,000 or more ih assets at any time during the year-see instructions.) 1 Tnformation Regarding Foundation Managers: 4 Ustany managers ofthe foundation who have conebuld more than 2% of the tll cntbutane receved bythe foundation beloe the cose of any ax year (ut on they have conbuted mare tan $8000). (ee section S07(6}2}) NONE ' stay managers of te foundation who ow 10% ar mre of he tok ata carporaion (or an sql lage portion ato ownership ol parnership or thar niyo when he foundation hae 210% rater mare NONE 2 Information Regarding Conbibution, Grant, Gi, Loan, Scholarship, ete, Programs: Check here P> [3] wt the foundation only makes contnbutons to preseleced charitable organcations and does nol accept unsolicited requests for funds, tt ‘he foundabon makes gis, rats, t,o ainda organzations unde ther constan, complete tems 2b, ad 1 The name, ares, and lphone number or malades of he person fo whom applicators shouls be adresses 1 The orm whch appeatons shoul be submited an formation and matras they shoud wel: ' Ary submission Gradina ‘Ay restneons or htabons on awa, suchas by geographical areas, chara els, ands of stations, rahe factors amr ee Form 990-PF (2019) 10 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1Forin 990-FF (2019) SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 Page tt [Bart XV]- Supplementary Information iconnuea 2. Grants and Contributions Paid Dura the Yee or Approved for Future Payment Reopen Teepe a nia Shaameateraupe” | —Fourdten Prose tant ot ats Bae inrowndtenmarage | ‘sah pe nen ae) er kutsanialcontbair teopert © Pad dung a yor BETH I5RaRt DEACONESS HOSPITAL om Powe cmanzry hursonn ee cwnnrtAsL rostow, 10 02235 crerenr ononrentrox | 100,000. a0 vant PLAZA, 917 1022 ee ostox, wa 02136 SCIPTENT oRONTEAGION 50,000. P.O, BOK 303 7 JRPOSE OF THE PALNOOMK, WA_02540 CTPIENS onGAOEATION 45,000 aRKER SQUARE fonzose oF sxe ewonvoonn 14 03950 ECTPTENT ORGRATEATION 5,000. connor mores om Pome cmanzry horsonr me exnnrrAnLe ro 20x 5533, onPost OF THE varias, 10 01778 crorerr onomirzasron| 100,000. Tes SEE CONTINUATION SHEET(S) > ma | 3.010.000. Approved for future payment NONE Teal >a z Form BOOP fais 11421108 134435 144500.0 1a 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1SUSANNE MARCUS COLLINS FOUNDATION, INC 58~2396540 [PartXv] Supplementary information 2. Grants and Contributions Paid During the Year (Continuation) eopent Treats an nodal " shar atarenp(o” | Foundanon Pepe of anor — ive and aden frome or Doses Bry foundaten marae sue o aroston un eee eel er hubsart contr repent [RESCMANCE PROJECT FOUNDATION owe wunue CHARITY SUPPORT THE CHARITABLE SAI CLEMENTE, cA 92673 hecrerenn oncaNTZAtr0N 230,000, New york, wy 10012 20,000 Po Box 571021 URPOSE OF THE wuNsTOW-SALEH, No 27257-1021 {ECTPIENT ORGANIZARION 350,000, Total Hom coniovaton shee 560,000. 14 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1forings06 g01 SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 rage ‘Analysis of Income-Producing Activities Emer roes amoonts ules aterwse nial, Tiree busest co Peete a sultdes ®) a o Relates or exempt 1 Program sere everue foe ‘Amount = eno functon nceme ® ‘ ' 4 Fees and contaas rom goverment apenas 2 Marbershp dues and assessments {3 Inerest on sang ad temporary cash 4 evoendsananerest rom secuas ig 310,183. §5 Net etal come or (hss tom rea ett | Dedtnaneed property 1 Not debtinanced property 6 Het eal ncome or (ss tom personal propery 7 Other sestmet income ial 686. 8 Gano (os) rom sls of assets ther than voter 1s] 5,326,240. 9 Net name o (oss) rom spel events 10 Gross proto (ss) om sales of mentary 14 ter eveve: » 4 12 Suita Ag columns (0), (8, and () wT 5,637,109. o. 19 Teta, Adie 12, columns (0), (6), an6(e) 135,637,109. See worksheet m be 18 stctans avery ears) [ParXVEE] Relationship of Activities to the Accomplishment of Exempt Purposes Tine We, | Exam blow pow each acy for whieh come sported column @) o Par XVEAcorribtedwnporany tthe accomplishment ot 'Y_|__ tn toundabon's exempt purposes (ote than by grvting fund or suth purposes). Gaara Ferm 980-PF (2015) 12 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1Fain960-7¢ 2019) __ SUSANNE MARCUS COLLINS FOUNDATION, INC. 58-2396540 pagers [Part Xvi] Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations 1 Dale erate ety nat nage nay ona wih ary et roman deed eon STE) [ves] No (er an econ 2108) gaan) om scion S27, rang abil organs? 4 Teast am earn endtan o3roneharl eno areata Alle (cam ‘win| | (2) Oe ase wal TX 1 ar tarsacons: (1 Sales fates ta ona exertion wil “| {2} Parte os tom a noncarieveng easton wall PX (2) Reval ot aces, vpn, or oer ase ml {e} Remora arangenens mal PX. {8} Leonor lan gurartes wo] [x (6) Peranes ftv r membenpernasing sokrsons ‘wal 1X Shang of tces,eupmen main ts, ae ase, erga emotes 1x 4 answer to any of the above Yes’ compl the folowng schecue Colin (b) shuld away show the ar make value ofthe goods, ota sss, serweas gen byte ceportg foundation Ihe foundation rece less than fa market ale ary Warsachon or shanna arrangement, show {elurnn (te valu ofthe goods, other assets, Serves recened Tiere [_(yAnaunt noid (Ce) Name of nonchariable een reancaton Oe es N/A 24 Isthefoondaon are or aes fates wih oF relied, one or more Ta-exempt organizations described 1 section $01) {other than section 501(c)(3}) or m section 527? Ove. es compet he tlonny sha Tyne one Dynes cion Te beipin oT RROD N/A rat ta sign WEG? \irmcnatpance one bo prebucoon or Here! D> Lilo Spit tighter ty rnipe ena me renee Ta TT set ene Paid | GREGORY W. HAYES —_bRI ves 11/08/20) 00054246 Garona Fum's name ® MOORE STEPHENS TILLER/HLC Fems Ein ® 58-0673524 Ise Only Furs address ® 1960 SATELLITE BLVD.; SUITE 3600 DULUTH, GA_30097 Phone no. (770) 995-8800 Fem 990-PF (2013) 13 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1Schedule B Schedule of Contributors [ome no rsa5e087 {Fexm 880 00-62, > attach to Form 990, Form 990-£2, of Form 990-PF. 2019 Seema Kee > co to wwira gowFormon0 forthe latest information. ‘Name ofthe organaaton ‘Employer idenbfieation number SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 ‘Organization type (check one) Files of Sections Fe1m 960 or 990-22 SON) enteraumber erganzation 4947/9) nonexemptchantable tust not tested as 2 private foundaton Form 980.0 '501(}9) exempt prvatefoundston Oo Oo 1 527 pottical organization iba oO 4947/0 ponexemptchantable tus 4eated a8 a prvatefoundaton 1 501(¢y2) taxable private foundation ‘Cheek your exganation s covered by the General Rule ora Special ule, Note: Only a section 501(¢K7, Bor (10) organization can check boxes for both the General le and a Special Rule See nstrctons General Role CX] Foran organzation hing Form 980, 99062, oF 990.°F that recenved, dung the year, contributions ttaing $6,000 or more (n money oF property| rom any one contributor Complete Pats | and ll See nstructons for determing a contributors total contnbutions [5 Foran exganaaton described mn secton 501(}3) ing Form 990 or 990.2 that met the 33 1/9% suppor test of the regulations under cons 509) and 17OPNVAK, that checked Schedule A (Form 990 or 98042}, Part Il ine 13, 168, oF 16, and that raceved tom any one contributor, dunng the year, total cantabutns ofthe greater of (1) $5,000, or (2)2%6 of the amount on () Form 890, Pat Vl, ne th or) Form 980.8, kne 1 Complete Pars | andi! [Foran organzaton descnbed m section 501()7), 8), o (10) ing Form 990 oF 90.52 that recenved rom any one cntnbutr, unng the yea, total contnbutons of more than $1,000 exciusvely for rebgous,chantable, scent, erary, or edveational purposes, o forthe prevention of cue to chidren or anemais Complete Pat and (Foran organzation deserved in section 5011), o (10) Hing Form 990 oF 9902 that recened from any one contnbutor, cunng the year, contrbutons exciu sively fo egous, chantabl, ete, purposes, but no such contributions totaled more than $1,000 I this box te checked, enterhere the total caninbutons tha were recived dung the yea fer an exclswely telgous, chantable, tc purpose Don't complete any ofthe parts unless the General Rule apples to this organization because i receHved nonexcUsively rehgieus, chartabe, ete, contnbutons totaling 85,000 or more durng the year Ss Caution: An organization that ent covered by the Ganeral Rule anor the Special Rules doesn't fle Schedule 8 (Form 980, 98042, or $90-F) bot t must answer "No" on Part IV, ine 2, of ts Form 990, oF check the box on ine Hof ts Form 99042 or on ts Form 980F, Pat, ine 2,0 ‘certity that doesn't meet the fing requrements of Schedule B (Form 990, 990-2, or 980.°R) [THA For Paperwork Reduction het Nai, se te nsttions tor Form 000 900 EE, or S30 PF: ‘Schesue B Form 000, OOEZ, wr 9004Setegula 8 (Form 990, 9067, o 80°F 2019 Page 2 Namo of ergancaton Eraployer Geniicabon pamber SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 [PART] Contributors (se mstuctons) Use dupleae copies of Par i adatona pace © needed ry o @ @ Ne Name, address, and 21P +4 Totalcontroutions | Type ofcontibuton 1 | BERNARD MARCUS person OE] Pawo CJ 1266 W PACES FERRY ROAD s. 4,670. Noncash [~] (Complete Pa itor ATLANTA, GA_30327 noneash contnbutons) @) eo @ @ No. Name, adéross, and ZIP + 4 “otal contributions Type of contribution 2. | BERNARD MARCUS Person CX] Payrot’ = [_) 1266 W PACES FERRY ROAD s__5,002,892. | Noncash [3X] (Compete Parti for ATLANTA, GA_30327 noneash contributions) Cy e @ r No. Name, address, and ZIP + 4 Total contributions ‘Type of contrbution Person = [J Payot [] 8 Noneash [=] (Complete Parti for noncash contnoutons) ry o @ a No. ores, ond 21 + 4 Total contriutons | typeof contrbunon Peron I s (Complete Pat Hor oneash cotroutons) a o ry @ No. Name, adress, and ZIP + 6 Towtconvmuvons | Type of contibution Person Payot s Noncas» (Complete Pan or a roneashcontrbutons ry @ @ Neo. Name, a ‘Total contbutions | Type of contibution Peon J Payot J ‘ Noneash [=] (Complete Pat or rencashcortutons) maar eee Shade 8 rm 6, 00D, 0 Fy OT) 16 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1Schedule 8 Form 960, 9062, 0 80 PF 2019) Page ‘Name of erganaation ‘Employer entiicavon number SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 [Pal] Noncash Property (s2e mstuctons. Use duptcate copes of Part Il addional space 1s needed @ Co No. © “ om 1oncash property given ey ate receive fom Description of noncash property g poet Dat 7 TiN00 SHARES OF WOME DEPOT STOCK @ 4239.78 FER SHARE — s__5,002,892. | _11/07/19 oi fe No. © ry FMV (or estimate) oe = Description of noncash property given eon) Dat 4 s @ te No. © trom Description of noncash property gwen heed Date recewed Pare (See mstructons) s @ te No. e ) trom Description of noncash property ven ee eae Date recewed Part (See metructons} s @) @ No. © @ FMV or estimate) fom Description of noncash property given oy Date received s oO No. ® @ trom Description of noncash property siven Date recewed Part! s meee ‘Seneca (Form 900, O00 EZ, or O0-PFY BOT) 17 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1‘Sctiedule 8 Form 990, 990.62, or 990-PF (2019) Name of erganaation Employer dentifcation number SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 Tart exctewey rebius choral, cir corona to goat one GeVaTBeU FecbOn SOWETO OVO ta are Ban 00075 We FO Som anyon eowtntor Conic a treog hand he ionng eeriy Fevesenrions SSueuegpoiu cic petslaeconaynogen Gets, cometeea! $1000 ries eae Herta oS ee sptcat copies of Pa I tonal pace freed TaN: ‘ton (0) Purpose of oft (6) Use of git (ch Description ot how git held (er Tanster of ot Teanstroe's name, aderess, and ZIP 64 TIN. ‘ton, (01 Purpore of git (c)Use of at {01 Descrstion of how git is held (0) Tranter of ot Alationship of ransteror to transferee “fom (o) Purpose of git (c)Use o git 0. 1 how its held fom, (0) Purpose o oi Use of (6) Desert iti (e) Transter of ait “Transteree's name, address, and ZIP + 4 Relationship of transteror to tansteree Tne ‘rom, (o) Purpose of oft (6) Use of it (c)Descrintion ot how git eld (el Transterof git ame, address, and 2 + 4 Relatonship of transferor to tansferee wae nace 5 ‘Senet 8 Form 90, 0-EZ oF 90-PFN DIR) 18 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1 CAPITAL (ay (B) (cy Gross GAINS REVENUE NET INVEST- ADJUSTED SOURCE AMOUNT © DIVIDENDS PER BOOKS MENT INCOME NET INCOME INVESTMENT PORTFOLIO 310,634. 451. 310,183, 305,420. TO PART I, LINE 4 310,634. 451. 310,183. 305,420. FORM 990-PP OTHER INCOME STATEMENT 2 (ay (B) (c) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS MENT INCOME NET INCOME OTHER INVESTMENT INCOME 686. 686. TOTAL TO FORM 990-PF, PART I, LINE 11 686. 686. FORM 990-PF LEGAL FEES STATEMENT 3 (a) (B) (c) (p) EXPENSES NET INVEST- ADJUSTED CHART TABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES LEGAL 14,844 0 14,844 TO FM 990-PF, PG 1, LN 16A 14,844. 14,844, FORM 990-PF ACCOUNTING FEES STATEMENT 4 (ay (2) (ce) (D) BXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME © PURPOSES ACCOUNTING 3,750. 1,875. 1,875. TO FORM 990-PF, PG 1, LN 16B 3,750. 1,875 1,875 24 STATEMENT(S) 1, 2, 3, 4 11421108 134435 £44500.0 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 STATEMENT 5 FORM 990-PF OTHER PROFESSIONAL FEES (a) (B) (ey (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE. DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES INVESTMENT MANAGEMENT 21,507. 21,507. oO. TO FORM 990-PF, PG 1, LN 16C 21,507. 21,507. 0. FORM 990-PF ‘TAXES STATEMENT 6 (a) (B) (cy (D) EXPENSES NET INVEST- ADJUSTED CHART TABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME © PURPOSES. STATE TAXES 125. 0. 125. EXCISE TAX 75,000. 0. 0 10 FORM 990-PF, PG 1, LN 18 75,125. 0 125. FORM 990-PF OTHER EXPENSES STATEMENT 7 a) (a) (ey (D) EXPENSES NET INVEST- ADJUSTED CHART TABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES: BANK CHARGES 277. oO. 277. OFFICE EXPENSE 7,793. oO. 7,793. PAYROLL PROCESSING FEES 1,039. oO. 1,039. COMPUTER SUPPORT 4,780. oO. 4,780. PROGRAM RELATED EXPENSES 26,637. oO. 26,637. MISC FURN/EQUIP PURCHASES 1,231. oO. 833. MISCELLANEOUS 27. 0. 0. TO FORM 990-PF, PG 1, LN 23 41,784 25 11421108 134435 144500.0 2019.05000 SUSANNE STATEMENT(S) 5, MARCUS COLLINS FO 144500.1 6,7SUSANNE MARCUS COLLINS FOUNDATION, INC 396540 FORM 990-PF OTHER DECREASES IN NET ASSETS OR FUND BALANCES STATEMENT 8 DESCRIPTION UNREALIZED DEPPRECIATION OF INVESTMENT PORTFOLIO TOTAL TO FORM 990-PF, PART III, LINE 5 AMOUNT. 3,264,128. 3,264,128. FORM 990-PF CORPORATE STOCK STATEMENT 9 PAIR MARKET DESCRIPTION BOOK VALUE ‘VALUE EQUITIES & MUTUAL FUNDS (SEE PART II, LINE 10 DETAIL) 11,986,513. 11,986,513. TOTAL TO FORM 990-PF, PART II, LINE 10B 11,986,513 11,986,513 FORM 990-PF DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 10 DESCRIPTION COLOR PRINTER APPLE IPAD & KEYBOARD MACBOOK APPLE IPHONE 11 TOTAL TO FM 990-PF, PART II, LN 14 cosT OR ACCUMULATED OTHER BASIS DEPRECIATION BOOK VALUE 38. 244. 594, 2,320. 677. 1,643. 1,215. 51. 1,164. 1,876. 78. 1,798. 6,249. 1,050. 5,199 FORM 990-PF OTHER ASSETS STATEMENT 11 DESCRIPTION MISCELLANEOUS RECEIVABLE TO FORM 990-PF, PART II, LINE 15 11421108 134435 144500.0 BEGINNING OF END OF YEAR FAIR MARKET YR BOOK VALUE BOOK VALUE ‘VALUE 224. oO. oO. 224. 0. STATEMENT(S) 8, 9, 10, 11 26 2019.05000 SUSANNE MARCUS COLLINS FO L44500.1SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 FORM 990-PF OTHER LIABILITIES STATEMENT 12 DESCRIPTION BOY AMOUNT BOY AMOUNT CREDIT CARD PAYABLES 1,035. iil. TOTAL TO FORM 990-PF, PART II, LINE 22 1,035 qi FORM 990-PP PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 13 TRUSTEES AND FOUNDATION MANAGERS EMPLOYEE ‘TITLE AND COMPEN- BEN PLAN EXPENSE NAME AND ADDRESS AVRG ERS/WK © SATION CONTRIB ACCOUNT SUSANNE COLLINS CHAIRPERSON/EXEC DIRECTOR 1266 W PACES FERRY RD, #615 35.00 125,000. 15,990. 0. ATLANTA, GA 30327 MARTHA JONES PROJECT MANAGER 1266 W PACES FERRY RD, #615 4,00 5,000. oO. ATLANTA, GA 30327 JO PITKIN DIRECTOR 1266 W PACES FERRY RD, #615 4.00 5,000. 0 0. ATLANTA, GA 30327 5 MARTINA G, BARNES DIRECTOR 1266 W PACES FERRY RD, #615 4.00 5,000. 0. 0. ATLANTA, GA 30327 RACHEL COLLINS FOREIGN DIRECTOR 1266 W PACES FERRY RD, #615 8.00 28,500. oO. oO. ATLANTA, GA 30327 GRANT SMITH FORBIGN DIRECTOR 1266 W PACES FERRY RD, #615 8.00 28,500. oO. 0. ATLANTA, GA 30327 TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIIT 197,000. 15,990. 0. 27 STATEMENT(S) 12, 13 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.1SUSANNE MARCUS COLLINS FOUNDATION, INC 58-2396540 FORM 990-PF ELECTION UNDER REGULATIONS SECTION STATEMENT 14 53.4942(A)-3(D) (2) TO TREAT BXCESS QUALIFYING DISTRIBUTIONS ‘AS DISTRIBUTIONS OUT OF CORPUS THE FOUNDATION ELECTS TO TREAT THE DISTRIBUTIONS BELOW PURSUANT TO IRC 4942(G)(3) SUCH THAT THEY QUALIFY AS IRC 170(B)(1)(A)(VII) CHARITABLE DISTRIBUTIONS FOR THE DONOR IN 2019 UNDER IRC 170(B)(1)(F) (II). AS REQUIRED UNDER 4942(G)(3) THESE CONTRIBUTED FUNDS - (I) HAVE BEEN DISTRIBUTED AS PART OF THE CURRENT TAX YEAR'S DISTRIBUTIONS, ‘ (12) ARE QUALIFYING DISTRIBUTIONS UNDER IRC 4942(G)(1)(A), AND {II) ARE DISTRIBUTIONS THAT UNDER THE ELECTION BELOW ARE’ BEING MADE OUT OF CORPUS, AND ADEQUATE RECORDS AND EVIDENCE FROM THE FOUNDATION SHOWING THAT THESE QUALIFYING DISTRIBUTIONS HAVE BEEN MADE BY THE FOUNDATION HAVE BEEN DELIVERED TO THE DONOR. THE FOUNDATION ELECTS TO TREAT THE FOLLOWING CURRENT YEAR DISTRIBUTIONS AS CURRENT TAX YEAR CORPUS DISTRIBUTIONS PURSUANT TO IRC 4942(H)(2) AND REG. 53.4942(A)-3(D) (2). "ED AS BEING OUT OF CORPUS: $4,670 pare: {16|20 2019 QUALIFYING DIST AUTHORIZED SIGNER: NAME & TITLE (PRINT): 28 STATEMENT(S) 14 11421108 134435 144500.0 2019.05000 SUSANNE MARCUS COLLINS FO 144500.16z 2007 09 “uonanpsg vote cod sey (a) sso mie vest's ‘ana oor oraxs “os0"t sworszsoasza oo ssa7 waza wnoov oMTaRE os0t “0 ez) | 0 ORVIVE ONT vere “a wee |v cawisaa/suorazsoasra oso't . 0 cuss [oo a sworarstn0ow sete - uk “ets “0 “ees oY) > aomerve oxters ' 7 ~ ARIATSOV wah cminano| cesa't oee't “ “s6c'6 vee rae sua" six | 00°€ 2 tt anwar snaay| ris 7 fits 7 Piste't ~ fesrpx | 00° p * " xooeae] oot sus rus 7 “}roze'e = Soee'e feotb | 00° ~ awvoaiax » aver stay] 66 so ans" taos’e fsb | o0-c | as forvsorco | ~~ “aeaxaroda anaawian| ae te wee ace vied eth Joore | as forvers26 ~ eaunrea wore] os Sere ~ |ser . ae “ees “seo arpa |oore}| as erveovor | ~ * awowe rrx0%01] 96 Ba ri eran & $] 27 rowan) oxznry outi2s30 Ss ae Tao aa-O6e Woe s40d34 NOLLYZLLUOWY ONY NoLLWIOgHa3a LozFORM 990-PF PARTI, LINES 10, SUSANNE M COLLINS FOUNDATION INC. INVESTMENTS DETAIL FORTHE YEAR ENDED DECEMBER 31, 2019 EIN: 58-2396540 Total Unreatxed seeunty ‘quannty Price cost Gann/toss Mutual Funds - usd BLACKROCK. FDS IISTRG OPP INSTL. 23261899 99773018602 1,735:12 BLACKROCK NATIONAL MUNICIPAL FUND INST 2292027 «11188827402 4.09916 BLACKROCK STRATEGIC MUNIOPPORTUNITES FUND 7945206 «1178 = 88,62067 3,795.85 BLACKROCK TOTAL RETURN FD BD FD INSTL CL 23253678 1193 -77351123——«3,90515 DDOUBLELINE CORE FIXED INCOME FUND CLi 20775652 1107—225,108.86. 487761 [DOUBLELINE TOTAL RETURN BOND FUND CLI 25811542 1063 282,618.62 (8,201 82) Invesco Preferred ETF 4941801 72,26780 2.98164 ISHARES U S PREFERRED STOCK ETF 39893759 76.76361 (1.99720) ISHARES US ETF TR SHT MAT BO ETF 490550225025 245,84087 (334 36) ISHARES US ETF TR SHT MAT BO ETF 2669 5025 133,088 87 1338 LOOMIS SAYLES STRATEGIC INC FOCLY 19a73118 1445 -288,57942 (6,998 18) TEMPLETON GLBL BOND FD ADV cL 820807 1067_103.27285 (14,625 74) [108,142 82 (00,825 84) ‘Common Stock usd ABBOTT LABS. 390 8685 1509085 18,788.55 ‘ABBVIE INC SHS 300 8854 32,8539 16,291.39) ‘AES CORP COM 1332199224592 5.286088, AALLERGAN INC COM 35019117 (2043087624093, ‘APPLEINC 1t¢ 293651493863 27,346 97 [AUTOMATIC DATA PROC aao 1751971739 aasz61 BOEING company 6032576 19,73051 (186 92) BRISTOL-MVERS SQUIBB CO 4206419 22,18808 4,771.75 {ISCO SYSTEMS INC COM 390479618644 70 5970 ‘Gugroup ine Com 310-7989 2030853448737 ‘CONOCOPHILLIPS 3206503 13,98219, 817 43 ‘Cummins Ine Com 108 178951715038 2,77 30 EATON CORP PLC 260 9472 20,16257 4,468 63 EU & co COM 39013143 -21,11495 856 75. ‘GOLOMAN SACHS GROUP INC COM 10s 29931757792 633480, HOME DEPOT INC 41700 21838 7,300,95350 1,805,492.50 HONEYWELLINTL INC DEL wo 177, 43767658 | 1,012.34 INGERSOLL-RAND PLC SHS do 1329224926386 978 45 INTEL CORP. 490-5985 13,6613 9.66637 JOHNSON AND JOHNSON COM 73514587 27,38801 7.09144 IPMORGAN CHASE & CO 309 139416352865 26,545.95 KIMBERLY CLARK. 36013755 23,03333 914 67 MEDTRONIC PLC SHS 39011345 20,776.42 77908 MERCK AND CO INC SHS 260 9095 20,9352 3,483.48 mMicRosorT coRP 230 «1577554618 9,72886 MONDELEZ INTERNATIONAL INC 390 5508 21,32703, 15417 SERVICE CORP INTL COM 6504603 «22,81376 7.10574 UNITED PARCEL svc CL 15011705 136383 3,858.17 UNITED TECHS cORP_COM 210 149.76 2381308 7.63652 231,921.13 92,373.18 92,416 53 277,416 38 228,986 47 274,376 69 74,209 44 74,766 51 246,506 01, 133,112 25 281,581.28, 28,647.11 087,312 98 33,875.40, 26,562.00 26,506 80, 22,675 50, 42,285 60 23,8700 19,545 60 26,959 60 38,708.40 24,765 90 20,809 60 39,327 68 24,627 20, 2497170, 2391272 9,106,446 00 2478000, 31,900 80 2922650 3427945, 43,078 60 22,008.09 21155550 23,847 00 3627100 21,481.20, 2991950, 17,559.00, 31449 60, Page 1 of2FORM 990-PF PART, LINES 10, SUSANNE M COLLINS FOUNDATION INC. INVESTMENTS DETAIL FOR THE YEAR ENDED DECEMBER 31, 2019 EIN: $8-2396540 secunty ‘Quanity WAL-MART STORES INC 260 Calls-usd ‘lusH 200117¢00235000 2 ‘ls 200217¢00240000 1 ‘dusD 200117¢00245000 61 TOTAL PORTFOLIO 1884 006 oz 002 Total Unrealized ost Gam/loss 2122875 569.65 785,657.71 1,594,338 74 ($6,929.60) $6,377.60 (24.602 76) 24,48076 (15,078.68) 14,955.68, (96,611.08) 95,815 04 BaoT eS aS _ 77a STIS 30,898.40 3889, 996 45 (552.00) (022.00) (122 00) 1796 00) 1386513 Page 2 of2