COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-19
- IRS object ID
- 202112319349100606
- Schema version
- 2020v4.1
- 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 Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-19T09:28:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-08-16 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $11,404,724 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,196 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,289 | 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 | $124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$357,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,042 | CashBOYAmt |
| Cash EOY | $68,588 | CashEOYAmt |
| Cash EOYFMV | $68,588 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,899,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,334,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,334,015 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,215 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,121 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,121 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,038,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,404,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,404,724 | 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 | $8,038,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,404,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,038,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,404,724 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,038,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,404,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,038,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$357,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,724,056 | OtherIncreasesAmt |
| Subtotal | $11,404,724 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,404,724 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANKLN K2 ALTERNATIVE STRA | P | 2019-12-31 | 2020-06-03 | $14 | $14 | $0 | $0 |
| TWEEDY BROWNE GLOBAL VALUE FUND | P | 2019-12-31 | 2020-06-03 | $112 | $111 | $1 | $1 |
| CALAMOS MKT NEUTRAL INCOME | P | 2017-12-15 | 2020-06-03 | $32,511 | $31,540 | $971 | $971 |
| FRANKLN K2 ALTERNATIVE STRA | P | 2017-01-10 | 2020-06-03 | $27,537 | $26,372 | $1,165 | $1,165 |
| ISHARES TR CORE S&P500 | P | 2017-01-10 | 2020-06-03 | $137,817 | $100,875 | $36,942 | $36,942 |
| TWEEDY BROWNE GLOBAL VALUE FUND | P | 2017-01-10 | 2020-06-03 | $37,436 | $38,033 | -$597 | -$597 |
| CALAMOS MKT NEUTRAL INCOME | P | 2017-01-10 | 2020-06-03 | $1,056 | $1,002 | $54 | $54 |
| FRANKLN K2 ALTERNATIVE STRA | P | 2018-12-31 | 2020-06-03 | $642 | $612 | $30 | $30 |
| JPMORGAN ULTRAISHORT INCOME | P | 2019-09-18 | 2020-11-13 | $101,545 | $100,943 | $602 | $602 |
| TWEEDY BROWNE GLOBAL VALUE FUND | P | 2020-06-03 | $1,972 | $1,944 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,720 | 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 | $8,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,591 | OverpaymentAmt |
| Applied To ES Tax | $7,591 | 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 | $9,055,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,142,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,142,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,005,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,129 | TotalTaxAmt |
| Distributable Before Adj | $449,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $439,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $16,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $439,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,137 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,137 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,888 | 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 | $5,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,888 | ExcessFromYear1Amt |
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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BEST BUDDIES NY | |||||||
| 120 WEST 45TH STREET SUITE 3800 | NEW YORK | NY | 10036 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PUBLIC CHARITY | UNRESTRICTED GIFT | $135,000 | |
| YELLOWSTONE CLUB COMMUNITY FOUNDATION | |||||||
| 1111 RESEARCH DRIVE | BOZEMAN | MT | 59718 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| MONTECITO TRAILS FOUNDATION | |||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| THE FOOD BANK OF LOWER FAIRFIELD COUNTY | |||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | 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 | $25,000 | |
| THE FUTURE PROJECT INC | |||||||
| 636 BROADWAY SUITE 704 | NEW YORK | NY | 10012 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 | |
| GANNA WALSKA LOTUSLAND | |||||||
| COLD SPRING RD | MONTECITO | CA | 93108 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| REGENTS OF THE UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | UNRESTRICTED GIFT | $75,000 | |
| RALLY FOUNDATION | |||||||
| 5775 GLENRIDGE DRIVE BLDG B SUITE | ATLANTA | GA | 30328 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | 370 |
| HER JUSTICE INC | |||||||
| 100 BROADWAY FLOOR 10 | NEW YORK | NY | 10005 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| GREENWICH HISTORICAL SOCIETY | |||||||
| 47 STRICKLAND RD | COS COB | CT | 06807 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| FIRST CONGREGATIONAL | |||||||
| 108 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $20,000 | |
| COCO POINT FUND | |||||||
| 12 OXFORD ST | CHEVY CHASE | MD | 20815 | PUBLIC CHARITY | UNRESTRICTED GIFT | $25,000 | |
| AVON OLD FARMS SCHOOL | |||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| ABILIS | |||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| SOUNDWATERS | |||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,000 | 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 | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,289 | 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 (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PJT PARTNERS INCORPORATED COM CLASS A (PJT) | $9,285,700 | $9,285,700 |
| DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (DEMSX) | $27,222 | $27,222 |
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $59,007 | $59,007 |
| HARDING LOEVNER EMERG MARKETS PORT FUND ADVISOR CL N/L (HLEMX) | $35,458 | $35,458 |
| JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO CL I N/L (JARIX) | $31,494 | $31,494 |
| VANGUARD INTERNATIONAL EXPLORER FD INVESTOR CLASS N/L (VINEX) | $37,785 | $37,785 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $90,093 | $90,093 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $41,723 | $41,723 |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | $566,546 | $566,546 |
| INVESCO FTSE RAFI US 1000 ETF | $119,880 | $119,880 |
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | $533,295 | $533,295 |
| VOYA STRATEGIC INCOME OPPORTUNITIES FUND | $244,428 | $244,428 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $261,384 | $261,384 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3,215 | BOYBookValueAmt |
| EOY Book Value | $2,121 | EOYBookValueAmt |
| EOYFMV | $2,121 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $26,913 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,913 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE/DECREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $3,724,056 | Amt |
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 | $124 | Amt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |