2026-08-20T09:52:42-05:00 2025-12-31 161605379 SANDERSON WEALTH MANAGEMENT CPAS LLC 50 FOUNTAIN PLAZA SUITE 750 BUFFALO NY 14202 990PF 2025-01-01 472613801 THE CAROL AND JIM COLLINS FAMILY FOUNDATION INC CARO 7165704283 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 DR JAMES S COLLINS PRESIDENT 7165704283 2026-08-17 1 CANDICE CANINO P02099315 7165662420 2026-08-17 2025 2025-03-06 01:10:19Z X 453641 X 125000 4 4 6934 6934 13665 55049 13665 145603 20603 0 0 0 1040 0 0 1896 1896 0 443 443 0 100 0 0 3479 2339 0 13975 13975 17454 2339 13975 128149 18264 6861 15454 15454 161057 177904 234596 29665 71329 70889 41819 102794 132702 239402 367481 453641 0 0 X 0 0 0 0 239402 367481 239402 367481 239402 367481 239402 128149 0 367551 70 367481 PUBLICLY TRADED SECURITIES 284 238 46 46 PUBLICLY TRADED SECURITIES 47442 41146 6296 6296 CAPITAL GAINS DIVIDENDS P 7323 7323 7323 13665 254 0 254 0 254 125 0 500 0 625 0 371 371 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A CAROL COLLINS 7165704283 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR JAMES S COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 DIRECTOR - PRESIDENT 0.17 0 0 0 MEGHAN COLLINS 431 PINE STREET ELKO NV 89801 DIRECTOR - VICE PRESIDENT 0.17 0 0 0 CAROL COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 DIRECTOR - SECRETARY/TREAS 0.17 0 0 0 NONE 0 NONE 0 0 338157 13494 0 351651 0 0 351651 5275 346376 17319 17319 254 254 17065 0 17065 0 17065 13975 0 13975 17065 13431 0 0 13975 13431 0 0 544 0 0 0 0 0 0 0 0 16521 0 0 0 DR JAMES S COLLINS CAROL COLLINS X ACLU FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL PURPOSE 500 ALZHEIMER'S DISEASE RESOURCE CENTER 200 CARLETON AVE EAST ISLIP NY 11730 NONE PC GENERAL PURPOSE 500 AMNESTY INTERNATIONAL 311 W 43RD ST 7TH FLOOR NEW YORK NY 10001 NONE PC GENERAL PURPOSE 1000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVE FL 33 NEW YORK NY 10017 NONE PC GENERAL PURPOSE 2000 CENTER FOR DISEASE CONTROL FOUNDATION 600 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30308 NONE PC GENERAL PURPOSE 500 EDIE WINDSOR SAGE CENTER 305 7TH AVENUE 15TH FLOOR NEW YORK CITY NY 10001 NONE PC GENERAL PURPOSE 300 FAMILIES SCN2A FOUNDATION PO BOX 4260 GETTYSBURG PA 17325 NONE PC GENERAL PURPOSE 250 FEEDMORE WNY FOUNDATION 100 JAMES E CASEY DRIVE BUFFALO NY 14206 NONE PC GENERAL PURPOSE 300 FINCA INTERNATIONAL 1301 K ST NW SUITE 300W WASHINGTON DC 20005 NONE PC GENERAL PURPOSE 500 FRIENDS OF THE EDEN LIBRARY 2901 E CHURCH ST EDEN NY 14057 NONE PC GENERAL PURPOSE 25 JOURNEY'S END REFUGEE SERVICES 2495 MAIN ST 530 BUFFALO NY 14214 NONE PC GENERAL PURPOSE 500 LUSTGARTEN FOUNDATION 504 RXR PLAZA UNIONDALE NY 11556 NONE PC GENERAL PURPOSE 1000 NAMI BUFFALO AND WESTERN NEW YORK 737 DELAWARE AVE SUITE 217 BUFFALO NY 14209 NONE PC GENERAL PURPOSE 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE NEW YORK NY 10017 NONE PC GENERAL PURPOSE 500 PARKINSONS FOUNDATION 1359 BROADWAY 1509 NEW YORK NY 10018 NONE PC GENERAL PURPOSE 500 PATH OF WNY 999 DELAWARE AVE BUFFALO NY 14209 NONE PC GENERAL PURPOSE 250 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM ST 10 FL NEW YORK NY 10038 NONE PC GENERAL PURPOSE 1500 ROBERT H JACKSON CENTER 305 E 4TH ST JAMESTOWN NY 14701 NONE PC GENERAL PURPOSE 250 RURAL MINDS 3353 WALL STREET MAYVILLE NY 14757 NONE PC GENERAL PURPOSE 600 SAY YES BUFFALO 1166 JEFFERSON AVE A BUFFALO NY 14208 NONE PC GENERAL PURPOSE 500 UNICEF USA 125 MAIDEN LN 10TH FLOOR NEW YORK NY 10038 NONE PC GENERAL PURPOSE 500 USA FOR UNHCR 1310 L ST NW 450 WASHINGTON DC 20005 NONE PC GENERAL PURPOSE 1000 WOMEN HELPING WOMEN 215 E 9TH ST 7TH FLOOR CINCINNATI OH 45202 NONE PC GENERAL PURPOSE 500 13975 0 14 4 14 6934 18 13665 0 20603 0 20603 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 62500 X 2 CAROL COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 62500 X ACCOUNTING FEES 1040 0 0 PURSUANT TO REG 53.4942(A)-3(D)(2), THE CAROL AND JIM COLLINS FAMILY FOUNDATION INC. ELECTS TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $49 TO UNDISTRIBUTED INCOME REMAINING FROM 2015. AMG PANTHEON INFRASTRUCTURE FD (PBLSX) 25190 25150 VANGUARD SHORT TERM INVMT GRADE ADMIRAL (VFSUX) 46139 45739 ARTISTAN INTL VALUE FUND INV CL (APDKX) 12538 18048 CALAMOS HEDGED EQUITY INCOME (CIHEX) 18437 21313 CULLEN EMERGING MRKT HIGH DIVIDEND (CEMFX) 5049 8329 DWS GLOBAL INFRASTRU FD (TOLIX) 6658 6811 FIDELITY GROWTH COMPANY (FDGRX) 34233 56653 INVENOMIC INSTL CL (BIVIX) 23929 21320 JP MORGAN EMERGING MKTS EQUITY CLASS (JEMSX) 9563 10847 LAZARD GLOBAL LISTED INFRASTRUCTR INSTL (GLIFX) 4177 5252 MFS INTERNATIONAL EQUITY FUND (MIEIX) 10090 15248 OAKMARK INTL ADVISOR FUND (OAYEX) 7814 11497 OAKMARK INTL ADVISOR FUND (OAYIX) 10676 14568 SEAFARER OVERSEAS GROWTH & INC (SIGIX) 6674 6696 T ROWE PRICE GROWTH STOCK (PRGFX) 10185 15797 T ROWE PRICE VALUE (TRVLX) 17881 22217 ISHARES CORE S&P 500 ETF (IVV) AT COST 8881 20127 ISHARES CORE S&P MID-CAP ETF (IJH) AT COST 2579 5458 ISHARES CORE S&P SMALL-CAP ETF (IJR) AT COST 3178 6237 ISHARES S&P 500 VALUE ETF (IVE) AT COST 45585 47934 ISHARES S&P MID CAP 400 GROWTH ETF (IJK) AT COST 2923 6643 ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) AT COST 4594 8817 JP MORGAN ETF TRUST HEDGED EQUITY (HELO) AT COST 16015 16440 JP MORGAN EXCHANGE TRADED FD INTL (HOLA) AT COST 19039 21046 FIDELITY INVESTMENT BASIS ADJUSTMENT 70 CHAR 500 ANNUAL REPORT FEE 100 0 0 INVESTMENT FEES 1896 1896 0 JAMES COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 CAROL COLLINS 3689 HAMPTON BROOK DRIVE HAMBURG NY 14075 TAXES 250 250 0 FOREIGN TAXES 193 193 0