COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202341229349102454
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T15:40:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HAMDEN CTR 2319 WHITNEY AVE STE | AddressLine1Txt |
| Address Line2 | 2A | AddressLine2Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814671841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLEMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 2036373768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 HIGHGATE ROAD | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY COLEMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2036373768 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | COLEMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LEMIEUX | PreparerPersonNm |
| PTIN | P00172153 | PTIN |
| Phone | 2033972525 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,779,744 | 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 | $398 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $398 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,461,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,230 | 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 |
| Taxes Rev And Expnss | $97,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $523,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $523,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $523,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $249,402 | CashBOYAmt |
| Cash EOY | $88,510 | CashEOYAmt |
| Cash EOYFMV | $88,510 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $72,095 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $72,095 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,970,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,858,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,858,043 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $758,038 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $758,038 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,058 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,058 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,222,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,779,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,779,744 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,222,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,779,744 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,222,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,779,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,222,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,779,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,222,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,758,649 | SubtotalAmt |
| Other Decreases | $978,905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,779,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON GLOBAL FIXED INCOME FUND | P | 2021-05-05 | 2022-03-15 | $87,663 | $95,000 | -$7,337 | -$7,337 |
| FRANKLIN K2 ALTERNATIVE STRATEGIES FD | P | 2022-01-04 | 2022-11-03 | $13,689 | $15,590 | -$1,901 | -$1,901 |
| JPMORGAN ULTRA-SHORT INCOME ETF | P | 2021-05-05 | 2022-05-03 | $100,381 | $101,455 | -$1,074 | -$1,074 |
| VANGUARD INTERNATIONAL EXPLORER FD | P | 2021-12-20 | 2022-07-11 | $17,982 | $25,128 | -$7,146 | -$7,146 |
| VANGUARD SHORT-TERM INFLATION PROTECTED | P | 2022-08-03 | 2022-09-23 | $24,267 | $24,994 | -$727 | -$727 |
| CALAMOS MKT NEUTRAL INCOME FUND CL | P | 2021-05-05 | 2022-08-03 | $151,395 | $155,000 | -$3,605 | -$3,605 |
| FRANKLIN K2 ALTERNATIVE STRATEGIES FD | P | 2021-05-05 | 2022-11-03 | $136,331 | $154,410 | -$18,079 | -$18,079 |
| ISHARES TR MSCI USA MIN VOL | P | 2021-05-05 | 2022-12-13 | $40,922 | $39,660 | $1,262 | $1,262 |
| JPMORGAN ULTRA-SHORT INCOME ETF | P | 2018-10-01 | 2022-11-03 | $75,086 | $75,253 | -$167 | -$167 |
| VANGUARD INTERNATIONAL EXPLORER FD | P | 2017-01-10 | 2022-07-11 | $85,311 | $119,213 | -$33,902 | -$33,902 |
| VANGUARD SHORT TERM INVESTMENT GRADE | P | 2021-05-05 | 2022-11-03 | $320,980 | $360,715 | -$39,735 | -$39,735 |
| JPMORGAN ULTRA-SHORT INCOME ETF | P | 2019-09-18 | 2022-12-31 | $401,337 | $403,772 | -$2,435 | -$2,435 |
| VANGUARD INTERNATIONAL EXPLORER FD | P | 2021-05-05 | 2022-07-11 | $1,734 | $1,785 | -$51 | -$51 |
| CAPITAL GAINS DIVIDENDS | P | $4,618 | $4,618 | $4,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$110,279 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $49,163 | OverpaymentAmt |
| Applied To ES Tax | $49,163 | 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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | WHITTLESEY PC | IndividualWithBooksNm |
| Phone | 2033972525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2319 WHITNEY AVENUE SUITE 2A | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY COLEMAN | ||||||||
| 16 HIGHGATE ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ALLISON COLEMAN | ||||||||
| 16 HIGHGATE ROAD | RIVERSIDE | CT | 06878 | TRUSTEE | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,849,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,958,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,958,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,808,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,077 | TotalTaxAmt |
| Distributable Before Adj | $488,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $488,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $488,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $523,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $523,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $488,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $336 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $523,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $336 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $488,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,608 | 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 | $34,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,608 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY COLEMAN | ContributingManagerNm |
| Contributing Manager | ALLISON COLEMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| BEST BUDDIES NY | |||||||
| 120 WEST 45TH STREET SUITE 3800 | NEW YORK | NY | 10036 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 | |
| FIRST CONGREGATIONAL | |||||||
| 108 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| GANNA WALSKA LOTUSLAND | |||||||
| COLD SPRING RD | MONTECITO | CA | 93108 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 | |
| REGENTS OF THE UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | PUBLIC CHARITY | UNRESTRICTED GIFT | $19,800 | |
| SOUNDWATERS | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| THE HONORABLE TINA BROZMAN FOUNDATION | |||||||
| 31 W 52ND STREET SUITE 4 | NEW YORK | NY | 10019 | PUBLIC CHARITY | UNRESTRICTED GIFT | $75,000 | |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,500 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 | |
| AMERICAN COLLEGE | |||||||
| PO BOX 249 | STANARDSVILLE | VA | 22973 | PUBLIC CHARITY | UNRESTRICTED GIFT | $500 | |
| BOYS SCOUTS OF AMERIC | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| STJUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 SAINT JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | |||||||
| 1111 RESEARCH DRIVE | BOZEMAN | MT | 59718 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| GIFFORDS LAW CENTER | |||||||
| P O BOX 51196 | WASHINGTON | DC | 20091 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 | |
| FRIENDS OF PRENTICE | |||||||
| 152 W BURTON PLACE | COACH HOUSE CHICAGO | IL | 60610 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| THE FUTURE PROJECT INC | |||||||
| 59 UNION SQUARE WEST 4TH FL | NEW YORK | NY | 10003 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 | |
| LOA FUND | |||||||
| P O BOX 96 | TEASDALE | UT | 84773 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| MONTECITO TRAILS FOUNDATION | |||||||
| P O BOX 5481 | SANTA BARBARA | CA | 93150 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| NEW YORK INTERNATIONAL CHILDREN'S FILM | |||||||
| 225 BORADWAY 2730 | NEW YORK | NY | 10007 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| RALLY FOUNDATION | |||||||
| 5775 GLENRIDGE DRIVE BLDG B SUITE | ATLANTA | GA | 30328 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | 370 |
| SILVER SHIELD ASSCIATION | |||||||
| P O BOX 1123 | GREENWICH | CT | 06836 | PUBLIC CHARITY | UNRESTRICTED GIFT | $500 | |
| SOUND BEACH VOLUNTEER | |||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| ASQUASH | |||||||
| 1019-A COLLIER ROAD | ATLANTA | GA | 30318 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $523,300 | 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 | $398 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,618 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $186,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,848 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR IBONDS DEC2026 | $189,649 | $189,649 |
| ISHARES TR IBONDS DEC28 ETF | $189,972 | $189,972 |
| ISHARES TR IBONDS DEC27 ETF | $189,905 | $189,905 |
| ISHARES TR IBONDS DEC 29 | $188,512 | $188,512 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PJT PARTNERS INCORPORATED COM CLASS A (PJT) | $4,524,419 | $4,524,419 |
| DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (DEMSX) | $63,075 | $63,075 |
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $197,709 | $197,709 |
| EASTERLY GLOABL REAL ESTATE FUND (JARIX) | $276,653 | $276,653 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $332,599 | $332,599 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $280,134 | $280,134 |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | $283,623 | $283,623 |
| INVESCO FTSE RAFI US 1000 ETF | $139,635 | $139,635 |
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | $50,130 | $50,130 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $318,471 | $318,471 |
| INVESCO DEVELOPING MARKETS FUND CL Y N/L (ODVYX) | $58,451 | $58,451 |
| BLACKROCK STRATEGIC GLOBAL BOND FUND INSTL CL N/L (MAWIX) | $108,638 | $108,638 |
| DFA INTERNATIONAL SMALL COMPANY PORT INSTL CL N/L (DFISX) | $118,979 | $118,979 |
| JPMORGAN INTERNATIONAL FOCUS FD CL N/L (IUESX) | $214,000 | $214,000 |
| T. ROWE PRICE EMERGING MARKETS STOCK FUND INVESTOR CL N/L (PRMSX) | $80,686 | $80,686 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) | $325,989 | $325,989 |
| ISHARES TR CORE S&P500 ETF (IVV) | $998,946 | $998,946 |
| ISHARES TR MSCI USA MIN VOL (USMV) | $329,858 | $329,858 |
| BLACKROCK STRATEGIC GLOBAL BOND FUND INSTL CL N/L (MAWIX) | $45,234 | $45,234 |
| ISHARES TR EAFE SML CP ETF | $110,814 | $110,814 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $72,095 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $72,095 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,880 | BOYBookValueAmt |
| EOY Book Value | $3,058 | EOYBookValueAmt |
| EOYFMV | $3,058 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE/DECREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $978,905 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $30,116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TIMOTHY R COLEMAN | |||
| 16 HIGHGATE RD | RIVERSIDE | CT | 06878 |
| ALLISON H COLEMAN | |||
| 16 HIGHGATE RD | RIVERSIDE | CT | 06878 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,664 | $2,664 | $0 |
| IRS TAX | $94,883 | $0 | $0 |