COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-07
IRS object ID: 201803119349100895
Schema version: 2017v2.3
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
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	2018-11-07T14:51:31-06:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-11-02	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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.9.102.153	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-02	IPDt
IP Tm	13:17:57	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B5EE03D8D564BB542C80D311E0FA426C756B7636	AtSubmissionCreationDeviceId
At Submission Filing Device Id	72D5E6FCF6B10795EEFF4BFE001EB506215B4A69	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$9,123,318	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	$2,387,018	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$62,402	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$62,402	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$576,835	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,970,227	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$576,835	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$4,372	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$4,372	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,030,627	TotalRevAndExpnssAmt
Total Net Invst Incm	$643,609	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	$381	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$381	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$19,321	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$19,321	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$19,702	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$19,702	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$258,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$258,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$278,452	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$19,702	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$258,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,752,175	ExcessRevenueOverExpensesAmt
Net Investment Income	$623,907	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$112,412	CashEOYAmt
Cash EOYFMV	$112,412	CashEOYFMVAmt
Corporate Stock BOY	$5,157,088	CorporateStockBOYAmt
Corporate Stock EOY	$9,010,114	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,010,114	CorporateStockEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$792	OtherAssetsEOYAmt
Other Assets EOYFMV	$792	OtherAssetsEOYFMVAmt
Total Assets BOY	$5,157,088	TotalAssetsBOYAmt
Total Assets EOY	$9,123,318	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,123,318	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$5,157,088	RetainedEarningBOYAmt
Retained Earning EOY	$9,123,318	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,157,088	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,123,318	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,157,088	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,123,318	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,157,088	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,752,175	ExcessRevenueOverExpensesAmt
Other Increases	$1,214,055	OtherIncreasesAmt
Subtotal	$9,123,318	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$9,123,318	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYMOND JAMES & ASSOCIATES SHORT TERM COVERED	P	2017-10-02	2017-12-31	$221,214	$195,619	$25,595	$25,595
RAYMOND JAMES & ASSOCIATES LONG TERM COVERED	P		2017-12-31	$1,673,932	$1,147,906	$526,026	$526,026
CHEVRON CORPORATION NEW	P	2010-10-22	2017-01-04	$69,604	$49,867	$19,737	$19,737
CAPITAL GAINS DIVIDENDS	P			$5,477		$5,477	$5,477

Field	Value	IRS element (for citing)
Capital Gain Net Income	$576,835	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$0	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$139,171	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.000000	DistributionYr1Rt
Total Distribution	0.000000	TotalDistributionRt
Average Distribution	0.000000	AverageDistributionRt
Net Vl Noncharitable Assets	$6,153,121	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$0	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$6,239	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$6,239	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$258,750	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	$6,239	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$6,239	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$6,239	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$14,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$14,000	TotalPaymentsAndCreditsAmt
Es Penalty	$193	EsPenaltyAmt
Overpayment	$7,568	OverpaymentAmt
Applied To ES Tax	$7,568	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 HADLEY 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

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	$6,141,649	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$105,174	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,246,823	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,246,823	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$93,702	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,153,121	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$307,656	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$307,656	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,239	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,239	TotalTaxAmt
Distributable Before Adj	$301,417	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$301,417	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$301,417	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$258,750	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$258,750	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$6,239	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$252,511	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$301,417	DistributableAsAdjustedAmt
Undistributed Income PY	$191	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$258,750	QualifyingDistributionsAmt
Applied To Year1	$191	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$258,559	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	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	$42,858	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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHALLENGED ATHLETES INC
9561 WAPLES STREET	SAN DIEGO	CA	92121	PUBLIC CHARITY	UNRESTRICTED GIFT	$15,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400	FAIRFIELD	CT	06825	PUBLIC CHARITY	UNRESTRICTED GIFT	$19,500
TEACH FOR AMERICA - NEW YORK
PO BOX 398477	SAN FRANCISCO	CA	94139	PUBLIC CHARITY	UNRESTRICTED GIFT	$25,000
NATIONAL CMV FOUNDATION
PO BOX 18322	TAMPA	FL	33679	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
AMERICAN CANCER SOCIETY
7 RIDGEDALE AVE SUITE 103	CEDAR KNOLLS	NJ	07927	PUBLIC CHARITY	UNRESTRICTED GIFT	$250
UCLA HEALTH SCIENCES
10945 LE CONTE AVE - SUITE 3132	LOS ANGELS	CA	90095	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
DANA-FARBER CANCER INSTITUTE
PO BOX 849168	BOSTON	MA	02284	PUBLIC CHARITY	UNRESTRICTED GIFT	$500
BREAST CANCER ALLIANCE
48 MAPLE AVE	GREENWICH	CT	06830	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
LYMPHOMA RESEARCH FOUNDATION
88 PINE STREET SUITE 2400	NEW YORK	NY	10005	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
MEMORIAL SLOAN KETTERING - OVARIAN CANCER RESEARCH
PO BOX 27106	NEW YORK	NY	10087	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
CROHN'S AND COLITIS FOUNDATION
30 GLENN STREET	WHITE PLAINS	NY	10603	PUBLIC CHARITY	UNRESTRICTED GIFT	$500
FRED HUTCHINSON FOUNDATION
1100 FAIRVIEW AVE N	SEATTLE	WA	98109	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
SOUND BEACH VOLUNTEER
207 SOUND BEACH AVE	OLD GREENWICH	CT	06870	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
BREATHE CALIFORNIA
PETALUMA KOA	PETALUMA	CA	94952	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
AMERICA NEEDS YOU
589 8TH AVENUE - 5TH FL	NEW YORK	NY	10018	PUBLIC CHARITY	UNRESTRICTED GIFT	$500
CATHOLIC CHARITIES
1011 FIRST AVE 11TH FL	NEW YORK	NY	10022	PUBLIC CHARITY	UNRESTRICTED GIFT	$5,000
UNIVERSITY PF PENNSYLVANIA
3819 CHESTNUT STREET	PHILADELPHIA	PA	19104	PUBLIC CHARITY	UNRESTRICTED GIFT	$6,250
HEAD STRONG PROJECT
655 MADISON AVE	NEW YORK	NY	10065	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
THE COCO POINT FUND
7101 WISCONSIN AVENUE - SUITE 1210	BETHESDA	MD	20814	PUBLIC CHARITY	UNRESTRICTED GIFT	$50,000
HER JUSTICE INC
100 BROADWAY - FL 10	NEW YORK	NY	10005	PUBLIC CHARITY	UNRESTRICTED GIFT	$250
FUTURES AND OPTIONS
120 BRODWAY SUITE 1019	NEW YORK	NY	10271	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
VELOCITY COLUMBIA'SRIDE TO END CANCER
516 WEST 168TH STREET 5TH FL	NEW YORK	NY	10032	PUBLIC CHARITY	UNRESTRICTED GIFT	$1,000
WATERSIDE SCHOOL
770 PACIFIC STREET	STAMFORD	CT	06902	PUBLIC CHARITY	UNRESTRICTED GIFT	$5,000
MIDDLEBURY COLLEGE
700 EXCHANGE STREET	MIDDLEBURY	VT	05753	PUBLIC CHARITY	UNRESTRICTED GIFT	$120,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$258,750	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$62,402	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,372	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$576,835	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$643,609	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$643,609	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

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	TIMOTHY COLEMAN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	16 HIGHGATE ROAD	AddressLine1Txt
City	RIVERSIDE	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06878	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,387,018	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	52,301 SHS PJT PARTNERS INC. COM CL A	NoncashPropertyDesc
Fair Market Value	$2,387,018	FairMarketValueAmt
Received	2017-12-27	ReceivedDt

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 (23 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PJT PARTNERS INCORPORATED COM CLASS A (PJT)	$7,450,949	$7,450,949
AB GLOBAL BOND FUND ADVISOR N/L (ANAYX)	$69,496	$69,496
DFA INTERNATIONAL CORE EQUITY PORT INSTITUTIONAL CLS N/L (DFIEX)	$51,655	$51,655
DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (FIHBX)	$27,094	$27,094
DFA U.S. LARGE COMPANY PORT INSTITUTIONAL CLASS N/L (DFUSX)	$90,395	$90,395
EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX)	$55,324	$55,324
FEDERATED INSTUTIONAL HIGH YIELD BOND FD INSTIT. SHRS N/L (GIFIX)	$35,105	$35,105
GUGGENHEIM FLOATING RATE STRATEGIES FD INST CLASS N/L (GIFIX)	$34,866	$34,866
HARDING LOEVNER EMERG MARKETS PORT FUND ADVISOR CL N/L (HLEMX)	$31,374	$31,374
NEW WORLD FUND CLASS F2-AMERICAN FUNDS N/L (NFFFX)	$9,922	$9,922
JAMES ALPHA GLABAL REAL ESTATE INVESTMENTS PORTFOLIO CL I N/L (JARIX)	$87,159	$87,159
TWEEDY BROWNE GLOBAL VALUE FUND N/L (TBGVX)	$63,233	$63,233
VANGUARD INTERNATIONAL EXPLORER FD INVESTOR CLASS N/L (VINEX)	$44,264	$44,264
VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX)	$189,684	$189,684
ISHARES TR CORE S&P500 ETF (IVV)	$206,477	$206,477
ISHARES TR CORE S&P MCP ETF (IJH)	$103,620	$103,620
ISHARES TR CORE S&P SCP ETF (IJR)	$66,902	$66,902
POWERSHARES EXCHANGE TRADED FD TR (PRF)	$127,778	$127,778
VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP)	$86,070	$86,070
UBS AG JERSEY E TRACS LINKED TO ALERIAN MLP INFRASTRUCTURE DUE 04/02/2040 (M	$84,665	$84,665
AQR MULTI-STRATEGY ALTERNATIVE FUND CLASS N N/L (ASANX)	$34,693	$34,693
CALAMOS MARKET NEUTRAL INCOME FUND CLASS I N/L (CMNIX)	$31,901	$31,901
FRANKLIN K2 ALTERNATIVE STRATEGIES FD ADVISOR CLS N/L (FABZX)	$27,488	$27,488

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED DIVIDENDS RECEIVABLE	Desc
EOY Book Value	$792	EOYBookValueAmt
EOYFMV	$792	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$19,321	RevenueAndExpensesPerBooksAmt
Net Investment Income	$19,321	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	$4,372	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,372	NetInvestmentIncomeAmt
Adjusted Net Income	$4,372	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	$1,214,055	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	$381	Amt
Net Investment Income	$381	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt