COLEMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: COLEMAN FAMILY CHARITABLE FOUNDATION (EIN 26-1373618)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-11
IRS object ID: 202203159349103405
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
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-11T22:04:09-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION SOURCE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	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	261373618	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Coleman Family Charitable Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	COLE	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 Commerce Drive Suite 305	AddressLine1Txt
City	Newark	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	19713	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARJORIE T COLEMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2022-11-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARJORIE T	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	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

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	$11,447,160	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$154,167	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$685	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$685	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$12,194	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,417	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$139,249	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,711	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$139,249	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$116,251	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$116,251	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$422,546	TotalRevAndExpnssAmt
Total Net Invst Incm	$262,602	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$3,500	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$55,443	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$21,777	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$33,666	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$58,943	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$21,777	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$33,666	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$388,650	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$388,650	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$447,593	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$21,777	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$422,316	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$25,047	ExcessRevenueOverExpensesAmt
Net Investment Income	$240,825	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,886,755	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,629,696	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,629,696	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$336,163	CorporateStockBOYAmt
Corporate Stock EOY	$336,163	CorporateStockEOYAmt
Corporate Stock EOYFMV	$488,104	CorporateStockEOYFMVAmt
Other Investments BOY	$5,287,077	OtherInvestmentsBOYAmt
Other Investments EOY	$5,519,089	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$7,329,360	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$9,509,995	TotalAssetsBOYAmt
Total Assets EOY	$9,484,948	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,447,160	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$9,509,995	RetainedEarningBOYAmt
Retained Earning EOY	$9,484,948	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,509,995	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,484,948	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,509,995	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,484,948	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,509,995	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$25,047	ExcessRevenueOverExpensesAmt
Subtotal	$9,484,948	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,484,948	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities	$1,711	$0	$1,711	$1,711
Passthrough K1 Capital Gain/(Loss)			$137,538

Field	Value	IRS element (for citing)
Capital Gain Net Income	$139,249	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,347	InvestmentIncomeExciseTaxAmt
Subtotal	$3,347	SubtotalAmt
Tax Based On Investment Income	$3,347	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,167	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$5,167	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,820	OverpaymentAmt
Applied To ES Tax	$1,820	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	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
Marjorie T Coleman
100 Commerce Drive Suite 305	Newark	DE	19713	Dir, Pres	1.0	$0	$0	$0
William R Coleman
100 Commerce Drive Suite 305	Newark	DE	19713	Dir, Sec, Treas	1.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$470,939	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,819,600	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,329,360	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$11,619,899	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$11,619,899	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$174,298	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,445,601	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$572,280	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$572,280	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,347	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,347	TotalTaxAmt
Distributable Before Adj	$568,933	DistributableBeforeAdjAmt
Distributable Before Ded	$568,933	DistributableBeforeDedAmt
Distributable As Adjusted	$568,933	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$422,316	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$422,316	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$568,933	DistributableAsAdjustedAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Excess Distribution Cyov Yr5	$294,843	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$220,380	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$515,223	TotalExcessDistributionCyovAmt
Qualifying Distributions	$422,316	QualifyingDistributionsAmt
Applied To Current Year	$422,316	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$146,617	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$146,617	ExcessDistributionCyovAppCYAmt
Total Corpus	$368,606	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$148,226	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$220,380	ExcessDistriCyovToNextYrAmt
Excess From Year4	$220,380	ExcessFromYear4Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Marjorie T Coleman	ContributingManagerNm
Contributing Manager	William R Coleman	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BARD HIGH SCHOOL EARLY COLLEGE QUEENS
30-20 THOMSON AVE	LONG ISLAND CITY	NY	11101	N/A	GOV	General & Unrestricted	$20,000
BROOKLYN ACADEMY OF MUSIC INC
30 LAFAYETTE AVE	BROOKLYN	NY	11217	N/A	PC	General & Unrestricted	$1,000
BROOKLYN BOTANIC GARDEN CORPORATION
1000 WASHINGTON AVE	BROOKLYN	NY	11225	N/A	PC	General & Unrestricted	$1,000
BROOKLYN BRIDGE PARK CONSERVANCY INC
334 FURMAN ST	BROOKLYN	NY	11201	N/A	PC	General & Unrestricted	$500
BROOKLYN COMMUNITY FOUNDATION
1000 DEAN ST STE 307	BROOKLYN	NY	11238	N/A	PC	General & Unrestricted	$3,500
BROOKLYN COMMUNITY HOUSING AND SERVICES INC
105 CARLTON AVE	BROOKLYN	NY	11205	N/A	PC	General & Unrestricted	$2,500
BROOKLYN HEIGHTS ASSOCIATION INC
55 PIERREPONT ST BOX 17D	BROOKLYN	NY	11201	N/A	PC	General & Unrestricted	$1,000
BROOKLYN HEIGHTS SYNAGOGUE
131 REMSEN ST	BROOKLYN	NY	11201	N/A	PC	Yom Kippur Appeal	$10,000
BROOKLYN HEIGHTS SYNAGOGUE
131 REMSEN ST	BROOKLYN	NY	11201	N/A	PC	Capital Campaign for new building	$50,000
BROOKLYN INSTITUTE OF ARTS AND SCIENCES DBA BROOKL
200 EASTERN PKWY	BROOKLYN	NY	11238	N/A	PC	General & Unrestricted	$1,000
BROOKLYN PUBLIC LIBRARY
1 GRAND ARMY PLZ	BROOKLYN	NY	11238	N/A	PC	to support the Center for Brooklyn History: Collections Preservation and Development	$15,000
BROOKLYN PUBLIC LIBRARY
1 GRAND ARMY PLZ	BROOKLYN	NY	11238	N/A	PC	To support the Skills Training for Adult Learners: IC3 Certification Program at the BPL	$15,000
CENTRAL TEXAS FOOD BANK INC
6500 METROPOLIS DR	AUSTIN	TX	78744	N/A	PC	Covid-19 Relief Fund in the Austin area	$2,500
COMMUNITY HELP IN PARK SLOPE INC
200 4TH AVENUE	BROOKLYN	NY	11217	N/A	PC	General & Unrestricted	$500
COMMUNITY HELP IN PARK SLOPE INC
200 4TH AVENUE	BROOKLYN	NY	11217	N/A	PC	To purchase a commercial refrigerator unit and a five year warranty as described in a proposal received from CHIPS	$8,400
FRIENDS OF THE CHILDREN - AUSTIN
1023 SPRINGDALE RD STE 13C	AUSTIN	TX	78721	N/A	PC	General & Unrestricted	$7,000
GRACE INTERNATIONAL INC - BED-STUY CAMPAIGN AGAINS
2010 FULTON ST	BROOKLYN	NY	11233	N/A	PC	General & Unrestricted	$1,000
GREEN-WOOD HISTORIC FUND INC
500 25TH ST	BROOKLYN	NY	11232	N/A	PC	General & Unrestricted	$250
GUNN MEMORIAL LIBRARY INC
5 WYKEHAM RD	WASHINGTON	CT	06793	N/A	PC	General & Unrestricted	$2,500
HARTFORD HOSPITAL
80 SEYMOUR ST	HARTFORD	CT	06102	N/A	PC	Transplant Services and financial assistance where needed for patients who have received transplanted organs and need financial assistance with the cost of medical or medication related expenses	$5,000
HEALTH CARE FOR THE HOMELESS INC
421 FALLSWAY	BALTIMORE	MD	21202	N/A	PC	General & Unrestricted	$25,000
HOPEWELL FUND
1828 L ST NW STE 300D	WASHINGTON	DC	20036	N/A	PC	Anti-Vax Watch Project	$10,000
HOUSATONIC VALLEY ASSOCIATION INC
150 KENT RD S	CORNWALL BRG	CT	06754	N/A	PC	General & Unrestricted	$5,000
HUDSONIA LIMITED
PO BOX 5000	ANNANDALE	NY	12504	N/A	PC	General & Unrestricted	$250
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068	ALBERT LEA	MN	56007	N/A	PC	General & Unrestricted	$2,500
JTA-MJL NEW CORP
520 8TH AVE NO 4TH FL	NEW YORK	NY	10018	N/A	PC	Jewish Telegraph Agency division of JTA-MJL New Corp and 70 Faces Media	$15,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030	HAGERSTOWN	MD	21741	N/A	PC	General & Unrestricted	$5,000
NEW YORK AND PRESBYTERIAN HOSPITAL
525 E 68TH ST BOX 123	NEW YORK	NY	10065	N/A	PC	Nephrology Department for the area of greatest need as specified by Dr. Raymond Sherman	$5,000
NEW YORK PUBLIC RADIO
160 VARICK ST	NEW YORK	NY	10013	N/A	PC	General & Unrestricted	$2,500
NEW YORK UNIVERSITY - LANGONE HEALTH
ONE PARK AVE 5TH FLOOR	NEW YORK	NY	10016	N/A	PC	General & Unrestricted	$15,000
OFICINA LEGAL DEL PUEBLO UNIDO INC
1405 MONTOPOLIS DR	AUSTIN	TX	78741	N/A	PC	General & Unrestricted	$5,000
PLANNED PARENTHOOD OF GREATER NEW YORK INC
26 BLEECKER ST	NEW YORK	NY	10012	N/A	PC	General & Unrestricted	$2,500
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE STE 206	DALLAS	TX	75231	N/A	PC	General & Unrestricted	$2,500
PREP FOR PREP
328 W 71ST ST	NEW YORK	NY	10023	N/A	PC	General & Unrestricted	$2,500
RED HOOK INITIATIVE
767 HICKS ST	BROOKLYN	NY	11231	N/A	PC	General & Unrestricted	$15,000
REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S
1305 N FLORES ST	SAN ANTONIO	TX	78212	N/A	PC	General & Unrestricted	$5,000
SADIE NASH LEADERSHIP PROJECT INC
4 W 43RD ST STE 502	NEW YORK	NY	10036	N/A	PC	General & Unrestricted	$1,000
SAINT ANNS SCHOOL
129 PIERREPONT ST	BROOKLYN	NY	11201	N/A	PC	20/20 Campaign	$50,000
SAINT ANNS SCHOOL
129 PIERREPONT ST	BROOKLYN	NY	11201	N/A	PC	General & Unrestricted	$15,000
ST ANDREWS EPISCOPAL SCHOOL INC
1112 W 31ST ST	AUSTIN	TX	78705	N/A	PC	General & Unrestricted	$10,000
STEEP ROCK ASSOCIATION INC
PO BOX 279	WASHINGTON DEPOT	CT	06794	N/A	PC	Toward the costs of required upgrades to Camp-Lemon House	$2,500
STEEP ROCK ASSOCIATION INC
PO BOX 279	WASHINGTON DEPOT	CT	06794	N/A	PC	$20,000.00 Annual Contribution	$20,000
THE ACTORS FUND OF AMERICA
729 7TH AVENUE 10TH FL	NEW YORK	NY	10019	N/A	PC	Covid-19 Relief fund	$500
THE CHILDRENS HEALTH FUND
475 RIVERSIDE DR STE 630	NEW YORK	NY	10115	N/A	PC	General & Unrestricted	$2,500
THE UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7458	AUSTIN	TX	78713	N/A	GOV	Priscilla Pond Flawn Child and Family Laboratory	$1,500
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
2245 S MICHIGAN AVE	CHICAGO	IL	60616	N/A	PC	General & Unrestricted	$3,000
TRUSTEES OF AMHERST COLLEGE
220 S PLEASANT ST	AMHERST	MA	01002	N/A	PC	For general operating budget	$2,500
TRUSTEES OF AMHERST COLLEGE
220 S PLEASANT ST	AMHERST	MA	01002	N/A	PC	General & Unrestricted	$5,000
VILLAGE IMPROVEMENT SOCIETY INC
71 GREEN HILL RD	WASHINGTON	CT	06793	N/A	PC	General & Unrestricted	$250
WASHINGTON AMBULANCE ASSOCIATION INC
PO BOX 294	WASHINGTON DT	CT	06794	N/A	PC	General & Unrestricted	$250
WASHINGTON ENVIRONMENTAL COUNCIL INC
PO BOX 283	WASHINGTON DT	CT	06794	N/A	PC	General & Unrestricted	$250
WASHINGTON VOLUNTEER FIRE DEPARTMENT INC
PO BOX 244	WASHINGTON DT	CT	06794	N/A	PC	General & Unrestricted	$500
WEST SIDE CENTER FOR COMMUNITY LIFE INC
263 W 86TH ST	NEW YORK	NY	10024	N/A	PC	West Side Campaign Against Hunger	$2,500
WNET
825 8TH AVENUE	NEW YORK	NY	10019	N/A	PC	General & Unrestricted	$2,500
YALE UNIVERSITY
PO BOX 209010	NEW HAVEN	CT	06520	N/A	PC	Undergraduate Education	$2,500
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YO
5 W 63RD ST	NEW YORK	NY	10023	N/A	PC	Support of the Dodge YMCA	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$388,650	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$685	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$12,194	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$139,249	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	K-1 Inc/Loss	Desc
Exclusion	14	ExclusionCd
Exclusion	$116,251	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$268,379	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$268,379	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Lord Baltimore Capital Partners LL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	110 West Road Suite 430	AddressLine1Txt
City	Townson	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$154,167	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBOTT LABS	$4,504	$28,148
ABBVIE INC	$5,120	$27,080
AT&T, INC	$7,095	$6,150
COLGATE-PALMOLIVE COMPANY	$7,846	$17,068
FIDELITY NEW YORK MUNI INCOME	$249,999	$259,316
INTEL CORP	$7,956	$20,600
PEPSICO INC	$12,912	$34,742
SELECT SECTOR SPDR UTILITIES	$31,019	$71,580
TRUIST FINANCIAL CORPORATION	$9,712	$23,420

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	JEWISH COMMUNITY INVESTMENT	CategoryOrItemTxt
Book Value	$5,519,089	BookValueAmt
EOYFMV	$7,329,360	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$32,676	$32,676
K-1 FLOW THROUGH EXPENSE	$21,777		$21,777
Registered Agent Fee	$965	$965
State or Local Filing Fees	$25	$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	K-1 Flow Through Income	Desc
Revenue And Expenses Per Books	$116,251	RevenueAndExpensesPerBooksAmt
Net Investment Income	$116,251	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2021	CategoryTxt
Amt	$3,500	Amt