COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202231339349100003
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T05:46:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-04 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,222,764 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,338,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,393,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,720,389 | 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 | $1,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,973 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,482 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $479,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $479,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $479,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,685,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,588 | CashBOYAmt |
| Cash EOY | $249,402 | CashEOYAmt |
| Cash EOYFMV | $249,402 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,334,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,970,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,970,482 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,121 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,404,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,222,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,222,764 | 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 | $11,404,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,222,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,404,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,222,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,404,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,222,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,404,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,270,179 | SubtotalAmt |
| Other Decreases | $47,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,222,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHRARES TR CORE | P | 2021-05-05 | 2021-08-23 | $24,739 | $23,006 | $1,733 | $1,733 |
| HARDING LOEVNER EMERG MKTS | P | 2017-12-18 | 2021-10-28 | $35,771 | $24,029 | $11,742 | $11,742 |
| ISHARES TR CORE MCP | P | 2017-01-10 | 2021-01-13 | $95,027 | $65,765 | $29,262 | $29,262 |
| ISHARES TR CORE SCP | P | 2017-01-10 | 2021-01-13 | $45,036 | $31,278 | $13,758 | $13,758 |
| PJT PARTNERS INCORPORATED | D | 2015-11-23 | 2021-04-29 | $4,515,841 | $1,240,000 | $3,275,841 | $3,275,841 |
| VANGUARD SHORT- TERM INFLATION | P | 2019-09-18 | 2021-05-05 | $325,882 | $311,859 | $14,023 | $14,023 |
| VOYA STRATEGIC INCOME | P | 2019-09-18 | 2021-01-13 | $244,913 | $249,793 | -$4,880 | -$4,880 |
| CAPITAL GAINS DIVIDENDS | P | $51,569 | $51,569 | $51,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,393,048 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,591 | 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 | $7,591 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $43,643 | TaxDueAmt |
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 | $10,676,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,892,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,892,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,729,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $536,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $536,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,234 | TotalTaxAmt |
| Distributable Before Adj | $485,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $485,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $485,224 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $479,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $479,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $485,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,888 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $479,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,888 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,888 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $336 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILIS | ||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| BEST BUDDIES NY | ||||||
| 120 WEST 45TH STREET SUITE 3800 | NEW YORK | NY | 10036 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 |
| 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 | $1,000 |
| GREENWICH HISTORICAL SOCIETY | ||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | UNRESTRICTED GIFT | $55,000 |
| REGENTS OF THE UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 |
| THE HONORABLE TINA BROZMAN FOUNDATION | ||||||
| 31 W 52ND STREET SUITE 4 | NEW YORK | NY | 10019 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 |
| THE SHED NYC INC | ||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | UNRESTRICTED GIFT | $25,000 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| HEALING WITH HOMES | ||||||
| 293 HAWLEY RD | NORTH SALEM | NY | 10560 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| EVERYTOWN FOR GUN SAFETY | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 |
| THE ALS ASSOCIATION | ||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| SOUNDWATERS | ||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| THE HILL HOUSE | ||||||
| 10 RIVERSIDE AVENUE | RIVERSIDE | CT | 06878 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| WATERSIDE SCHOOL | ||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $479,000 | 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 | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,910 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PJT PARTNERS INCORPORATED COM CLASS A (PJT) | $4,548,978 | $4,548,978 |
| DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (DEMSX) | $77,823 | $77,823 |
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $261,105 | $261,105 |
| EASTERLY GLOABL REAL ESTATE FUND (JARIX) | $384,184 | $384,184 |
| VANGUARD INTERNATIONAL EXPLORER FD INVESTOR CLASS N/L (VINEX) | $152,692 | $152,692 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $389,235 | $389,235 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $338,950 | $338,950 |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | $246,052 | $246,052 |
| INVESCO FTSE RAFI US 1000 ETF | $154,530 | $154,530 |
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | $631,000 | $631,000 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $325,712 | $325,712 |
| INVESCO DEVELOPING MARKETS FUND CL Y N/L (ODVYX) | $78,614 | $78,614 |
| BNY MELLON GLOBAL FIXED INCOME FUND CL N/L (SDGIX) | $91,163 | $91,163 |
| BLACKROCK STRATEGIC GLOBAL BOND FUND INSTL CL N/L (MAWIX) | $93,492 | $93,492 |
| DFA INTERNATIONAL SMALL COMPANY PORT INSTL CL N/L (DFISX) | $148,757 | $148,757 |
| JPMORGAN INTERNATIONAL FOCUS FD CL N/L (IUESX) | $272,309 | $272,309 |
| T. ROWE PRICE EMERGING MARKETS STOCK FUND INVESTOR CL N/L (PRMSX) | $106,483 | $106,483 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) | $707,072 | $707,072 |
| ISHARES TR CORE S&P500 ETF (IVV) | $1,240,174 | $1,240,174 |
| ISHARES TR MSCI USA MIN VOL (USMV) | $414,613 | $414,613 |
| CALAMOS MARKET NEUTRAL INCOME FUND CL N/L (CMNIX) | $158,605 | $158,605 |
| FRANKLIN K2 ALTERNATIVE STRATEGIES FD ADVISOR CL N/L (FABZX) | $148,939 | $148,939 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,121 | BOYBookValueAmt |
| EOY Book Value | $2,880 | EOYBookValueAmt |
| EOYFMV | $2,880 | 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 | $47,415 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $32,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,482 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,973 | Amt |
| Net Investment Income | $1,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |