COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202011699349101406
- Schema version
- 2019v5.1
- 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 Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T14:08:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LEMIEUX | PreparerPersonNm |
| PTIN | P00172153 | PTIN |
| Phone | 2033972525 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $8,038,416 | 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 | $1,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $828,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,946,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $828,608 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $171 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $171 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $895,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,581 | 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 | $301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $301 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,322 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,322 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $474,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $871,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,318 | CashBOYAmt |
| Cash EOY | $136,042 | CashEOYAmt |
| Cash EOYFMV | $136,042 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,361,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,899,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,899,159 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $689 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,215 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,215 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,411,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,038,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,038,416 | 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 | $7,411,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,038,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,411,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,038,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,411,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,038,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,411,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $474,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $151,799 | OtherIncreasesAmt |
| Subtotal | $8,038,416 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,038,416 | 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 |
|---|---|---|---|---|---|---|---|
| DFA INTERNATIONAL CORE EQUITY | P | 2018-11-14 | 2019-03-05 | $10,254 | $9,562 | $692 | $692 |
| ISHARES US ETF | P | 2018-10-01 | 2019-01-10 | $124,714 | $125,237 | -$523 | -$523 |
| NEW WORLD FUND CLASS F2 | P | 2018-12-24 | 2019-03-05 | $19 | $17 | $2 | $2 |
| DFA INTERNATIONAL CORE EQUITY | P | 2017-01-10 | 2019-03-05 | $45,935 | $42,837 | $3,098 | $3,098 |
| ISHARES TR CORE | P | 2017-01-10 | 2019-03-05 | $84,305 | $68,622 | $15,683 | $15,683 |
| ISHARES TR CORE | P | 2017-01-10 | 2019-03-05 | $23,878 | $20,668 | $3,210 | $3,210 |
| NEW WORLD FUND CLASS F2 | P | 2019-03-05 | $1,503 | $1,240 | $263 | $263 | |
| PJT PARTNERS | P | 2015-11-23 | 2019-08-28 | $1,605,228 | $800,000 | $805,228 | $805,228 |
| JAMES ALPHA GLOBAL | P | 2017-01-10 | 2019-03-05 | $50,000 | $50,115 | -$115 | -$115 |
| CAPITAL GAINS DIVIDENDS | P | $1,070 | $1,070 | $1,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $828,608 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $512,887 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,603,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,153,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $139,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.094443 | TotalDistributionRt |
| Average Distribution | 0.031481 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,598,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,209 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $396,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,122 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,122 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,591 | 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 | $7,503,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,714,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,714,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,598,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,713 | TotalTaxAmt |
| Distributable Before Adj | $371,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $371,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $371,213 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $387,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $371,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,262 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,262 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $371,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,025 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,025 | 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 | $16,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,025 | 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 (17 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 | $5,000 | |
| CHALLENGED ATHLETES INC | |||||||
| 9561 WAPLES STREET | SAN DIEGO | CA | 92121 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 | |
| CITIZENS UNION FOUNDATION | |||||||
| 299 BROADWAY | NEW YORK | NY | 10007 | PUBLIC CHARITY | UNRESTRICTED GIFT | $8,500 | |
| CT YANKEE BOYSCOUTS | |||||||
| PO BOX 32 60 WELLINGTON ROAD | MILFORD | CT | 06460 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| FIRST CONGREGATIONAL | |||||||
| 108 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| GALLATIN RIVER TASK FORCE | |||||||
| 32 MARKET PLACE SUITE 6 | BIG SKY | MT | 59716 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| HER JUSTICE INC | |||||||
| 100 BROADWAY FLOOR 10 | NEW YORK | NY | 10005 | PUBLIC CHARITY | UNRESTRICTED GIFT | $16,000 | |
| JDRF INTERNATIONAL | |||||||
| 2969 WHITNEY AVENUE SUITE 102 | HAMDEN | CT | 06518 | PUBLIC CHARITY | UNRESTRICTED GIFT | $500 | |
| PREP FOR PREP | |||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | VERMONT | VT | 05753 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 | |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 | FLOOR |
| THE FUTURE PROJECT INC | |||||||
| 636 BROADWAY SUITE 704 | NEW YORK | NY | 10012 | 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 | $25,000 | |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| UJA - FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 | |
| USC ALUMNI ASSOCIATION | |||||||
| 3607 TROUSDALE PARKWAY TCC 305 | LOS ANGELES | CA | 90089 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,500 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,500 | 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 | $1,182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,620 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $828,608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $895,581 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $895,581 | 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 (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PJT PARTNERS INCORPORATED COM CLASS A (PJT) | $5,568,952 | $5,568,952 |
| DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (DEMSX) | $24,507 | $24,507 |
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $47,325 | $47,325 |
| HARDING LOEVNER EMERG MARKETS PORT FUND ADVISOR CL N/L (HLEMX) | $31,352 | $31,352 |
| JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO CL I N/L (JARIX) | $31,985 | $31,985 |
| TWEEDY BROWNE GLOBAL VALUE FUND N/L (TBGVX) | $44,353 | $44,353 |
| VANGUARD INTERNATIONAL EXPLORER FD INVESTOR CLASS N/L (VINEX) | $33,192 | $33,192 |
| ISHARES TR CORE S&P500 ETF (IVV) | $142,549 | $142,549 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $80,681 | $80,681 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $38,068 | $38,068 |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | $546,367 | $546,367 |
| CALAMOS MARKET NEUTRAL INCOME FUND CLASS I N/L (CMNIX) | $33,542 | $33,542 |
| FRANKLIN K2 ALTERNATIVE STRATEGIES FD ADVISOR CLS N/L (FABZX) | $28,640 | $28,640 |
| INVESCO FTSE RAFI US 1000 ETF | $114,039 | $114,039 |
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | $630,375 | $630,375 |
| VOYA STRATEGIC INCOME OPPORTUNITIES FUND | $250,727 | $250,727 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $252,505 | $252,505 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $689 | BOYBookValueAmt |
| EOY Book Value | $3,215 | EOYBookValueAmt |
| EOYFMV | $3,215 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $24,021 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $171 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $171 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $171 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE/DECREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $151,799 | 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 | $301 | Amt |
| Net Investment Income | $301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |