Foundation & Charitable Giving

McCormick Dosh Collins Family Foundation and charitable giving philosophy.

Total Charitable Assets
$15,635,300
Foundation + DAF + Charitable Trust
Foundation AV Units
578,000
~$15M at $26/unit
Foundation Cash
$300,000
At Concord Trust
DAF & Charitable Trust
$35,300
Schwab accounts

📊 All Charitable Accounts

Account Custodian Type Value
MD Foundation - AV StockConcord TrustPrivate Foundation$15,028,000
MD Foundation - CashConcord TrustPrivate Foundation$300,000
Foundation Subtotal$15,328,000
Schwab Charitable TrustSchwabCharitable Remainder Trust$33,300
Schwab DAFSchwabDonor Advised Fund$2,000
Other Charitable Subtotal$35,300
TOTAL CHARITABLE ASSETS$15,363,300

McCormick Dosh Collins Family Foundation

Mission

To support educational opportunities, community development, and causes important to the Collins family across generations.

Foundation Assets

The foundation's primary assets are AV units (578,000 total) plus cash at Concord Trust:

AV Units578,000 units @ $26$15,028,000
Cash at ConcordOperating funds$300,000
Foundation Total$15,328,000

Giving Philosophy

We view the family foundation as the main source of charitable giving, with the three kids (Rachel, Zach, and Reese) having meaningful roles in the organization.

The foundation supports education, health initiatives, and community organizations. Annual giving is determined by the board, typically targeting 5% of assets to maintain perpetuity while maximizing impact.

We encourage prudent diversification and thoughtful stewardship of foundation assets to ensure multi-generational impact.

Foundation Board

NameRoleNotes
Mike CollinsPresident
Becky CollinsVice President
Rachel CollinsBoard MemberNext generation leadership
Zach CollinsBoard MemberNext generation leadership
Reese CollinsBoard MemberNext generation leadership

Focus Areas

📚 Education

Supporting educational access and opportunities, particularly at Dartmouth and other institutions meaningful to the family.

🏥 Health

Health initiatives and medical research that improve quality of life in our communities.

🏘️ Community

Local organizations and initiatives in the communities where the family lives and works.

Giving Commitments

OrganizationAmount/YearFrequencyNotes
Dartmouth College Varies Annual Alumni giving, special initiatives
Local Community Organizations Varies Annual Based on applications and family interest