COLEMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: COLEMAN FAMILY CHARITABLE FOUNDATION (EIN 26-1373618)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-30
IRS object ID: 202533039349101118
Schema version: 2024v5.2
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
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-30T12:17:31-05:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	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	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Marjorie Coleman	PersonNm
Person Title	President	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2025-10-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,201,521	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	$70,950	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$70,950	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$151,060	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$149,477	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$192,537	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,004,559	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$192,611	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$53,406	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$58,977	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$622,120	TotalRevAndExpnssAmt
Total Net Invst Incm	$472,015	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$15,592	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$15,592	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$3,300	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$56,419	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$23,204	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$32,734	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$75,311	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$38,796	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$32,734	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$503,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$503,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$578,361	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$38,796	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$535,784	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$43,759	ExcessRevenueOverExpensesAmt
Net Investment Income	$433,219	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,302,127	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$138,468	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$138,468	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$336,150	CorporateStockBOYAmt
Corporate Stock EOY	$2,891,092	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,074,461	CorporateStockEOYFMVAmt
Other Investments BOY	$5,655,055	OtherInvestmentsBOYAmt
Other Investments EOY	$6,307,531	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$7,988,592	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$9,293,332	TotalAssetsBOYAmt
Total Assets EOY	$9,337,091	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,201,521	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$9,293,332	RetainedEarningBOYAmt
Retained Earning EOY	$9,337,091	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,293,332	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,337,091	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,293,332	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,337,091	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,293,332	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$43,759	ExcessRevenueOverExpensesAmt
Subtotal	$9,337,091	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,337,091	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	$1,004,559	$855,198	$149,361	$149,361
Passthrough K1 Capital Gain/(Loss)			$43,250

Field	Value	IRS element (for citing)
Capital Gain Net Income	$192,611	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$6,022	InvestmentIncomeExciseTaxAmt
Subtotal	$6,022	SubtotalAmt
Tax Based On Investment Income	$6,022	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,472	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$3,600	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$7,072	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,050	OverpaymentAmt
Applied To ES Tax	$1,050	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 (3 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
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Pres	1.0	$0	$0	$0
Rebekah Coleman
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Sec	1.0	$0	$0	$0
Sarah R Coleman
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, 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	$2,106,336	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,278,135	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,036,229	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,420,700	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,420,700	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$156,311	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$10,264,389	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$513,219	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$513,219	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$6,022	TaxBasedOnInvestmentIncomeAmt
Total Tax	$6,022	TotalTaxAmt
Distributable Before Adj	$507,197	DistributableBeforeAdjAmt
Distributable Before Ded	$507,197	DistributableBeforeDedAmt
Distributable As Adjusted	$507,197	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$535,784	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	$535,784	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$507,197	DistributableAsAdjustedAmt
Undistributed Income PY	$89,979	UndistributedIncomePYAmt
Qualifying Distributions	$535,784	QualifyingDistributionsAmt
Applied To Year1	$89,979	AppliedToYear1Amt
Applied To Current Year	$445,805	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$61,392	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

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
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
70 FACES MEDIA INC
520 8TH AVE 4TH FL	NEW YORK	NY	10018	N/A	PC	Jewish Telegraph Agency division of JTA-MJL New Corp and 70 Faces Media	$10,000
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 BOOK BODEGA INC
141 FLUSHING AVE STE 606	BROOKLYN	NY	11205	N/A	PC	General & Unrestricted	$5,000
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
80 HANSON PL 5TH FL	BROOKLYN	NY	11217	N/A	PC	ALLINBKLYN	$6,300
BROOKLYN COMMUNITY FOUNDATION
80 HANSON PL 5TH FL	BROOKLYN	NY	11217	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 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 MUSEUM
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 IC3 Digital Literacy Certification BPL	$10,000
BROOKLYN PUBLIC LIBRARY
1 GRAND ARMY PLZ	BROOKLYN	NY	11238	N/A	PC	BPL Justice Initiatives	$10,000
CENTRAL QUEENS ACADEMY CHARTER SCHOOL
8814 JUSTICE AVE	ELMHURST	NY	11373	N/A	PC	General & Unrestricted	$6,000
COMMUNITY HELP IN PARK SLOPE INC
200 4TH AVE	NEW YORK	NY	10003	N/A	PC	General & Unrestricted	$1,000
CUNY SCHOOL OF PROFESSIONAL STUDIES FOUNDATION INC
119 WEST 31ST ST	NEW YORK	NY	10001	N/A	PC	General & Unrestricted	$1,000
DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION
24 HOSPITAL AVE	DANBURY	CT	06810	N/A	PC	For the New Milford Hospital's Executive Director's Discretionary Fund	$1,000
DOCUMENTED LTD
PO BOX 924	NEW YORK	NY	10272	N/A	PC	General & Unrestricted	$5,000
EMMAS TORCH LTD
345 SMITH ST	BROOKLYN	NY	11231	N/A	PC	General & Unrestricted	$5,000
FRIENDS OF THE CHILDREN - AUSTIN
1023 SPRINGDALE RD STE 13C	AUSTIN	TX	78721	N/A	PC	General & Unrestricted	$5,000
GUNN MEMORIAL LIBRARY INC
5 WYKEHAM RD	WASHINGTON	CT	06793	N/A	PC	General & Unrestricted	$2,500
HEALTH CARE FOR THE HOMELESS INC
421 FALLSWAY	BALTIMORE	MD	21202	N/A	PC	General & Unrestricted	$25,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068	ALBERT LEA	MN	56007	N/A	PC	General & Unrestricted	$2,500
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030	HAGERSTOWN	MD	21741	N/A	PC	General & Unrestricted	$10,000
MUSEUM OF CHINESE IN AMERICA
215 CENTRE ST	NEW YORK	NY	10013	N/A	PC	General & Unrestricted	$4,000
NEW YORK PUBLIC RADIO
160 VARICK ST	NEW YORK	NY	10013	N/A	PC	General & Unrestricted	$2,500
NEW YORK UNIVERSITY
ONE PARK AVE 5TH FLOOR	NEW YORK	NY	10016	N/A	PC	The Brain Injury Wellness Fund	$25,000
PLANNED PARENTHOOD OF GREATER NEW YORK INC
26 BLEECKER ST	NEW YORK	NY	10012	N/A	PC	General & Unrestricted	$20,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE STE 206	DALLAS	TX	75231	N/A	PC	General & Unrestricted	$20,000
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
PO BOX 786100	SAN ANTONIO	TX	78278	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	$5,000
SAINT ANNS SCHOOL
129 PIERREPONT ST	BROOKLYN	NY	11201	N/A	PC	Annual Fund	$15,000
SAINT ANNS SCHOOL
129 PIERREPONT ST	BROOKLYN	NY	11201	N/A	PC	20/20 campaign	$100,000
ST ANDREWS EPISCOPAL SCHOOL INC
1112 W 31ST ST	AUSTIN	TX	78705	N/A	PC	General & Unrestricted	$13,000
STEEP ROCK ASSOCIATION INC
PO BOX 279	WASHINGTON DEPOT	CT	06794	N/A	PC	Annual Contribution to the Bill Coleman Memorial Fund	$20,000
TEXAS BOOK FESTIVAL
1023 SPRINGDALE BLDG 14 UNIT B	AUSTIN	TX	78721	N/A	PC	General & Unrestricted	$8,000
THE CHILDRENS HEALTH FUND
475 RIVERSIDE DR STE 630	NEW YORK	NY	10115	N/A	PC	General & Unrestricted	$3,500
THE UNIVERSITY OF TEXAS AT AUSTIN
1 UNIVERSITY STA MAIL STOP A3000	AUSTIN	TX	78712	N/A	GOV	Priscilla Pond Flawn Child and Family Laboratory	$500
THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS
67 E MADISON	CHICAGO	IL	60603	N/A	PC	General & Unrestricted	$3,000
TRUSTEES OF AMHERST COLLEGE
PO BOX 5000	AMHERST	MA	01002	N/A	PC	Student Center and Dining Commons Project	$25,000
VILLAGE IMPROVEMENT SOCIETY INC
PO BOX 203	WASHINGTON DT	CT	06794	N/A	PC	General & Unrestricted	$250
WASHINGTON AMBULANCE ASSOCIATION INC
PO BOX 294	WASHINGTON	CT	06794	N/A	PC	General & Unrestricted	$250
WASHINGTON ENVIRONMENTAL COUNCIL INC
283	WASHINGTON CT	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
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538	WASHINGTON	DC	20090	N/A	PC	General & Unrestricted	$10,000
YALE UNIVERSITY
PO BOX 209010	NEW HAVEN	CT	06520	N/A	PC	for undergraduate education and meeting the most critical needs of such undergraduate students	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$503,050	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	$70,950	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$151,060	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)
Business	525990	BusinessCd
Unrelated Business Taxbl Incm	-$74	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$192,611	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 (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
K-1 Inc/Loss	14	$28,436
INCOME FROM JCIF	14	$30,543	525990	-$5,573

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$5,647	UnrelatedBusinessTaxblIncmAmt
Exclusion	$473,600	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$467,953	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 (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BLACKROCK STRAT INC OPP PORTFO	$170,515	$169,381
FIDELITY INVT TR JAPAN FD*	$206,499	$203,155
JP MORGAN CORE BOND FUND	$670,288	$671,655
MORGAN STANLEY ASIA OPPORTUNIT	$364,970	$402,594
SPDR S&P 500 ETF TRUST	$1,478,820	$1,627,676

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BBR ALO FUND	$1,832,784	$1,809,807
BBR FIXED INCOME OPPORTUNITIES	$856,831	$853,052
JEWISH COMMUNITY INVESTMENT FU	$3,617,916	$5,325,733

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$32,709	$32,709
K-1 Exp BBR FIXED INCOME OPPOR	$3,109		$3,109
EXPENSES FROM JCIF	$20,576		$20,095
State or Local Filing Fees	$25	$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BBR FIXED INCOME OPPORTUNITIES FUND	$28,436	$28,436
INCOME FROM JCIF	$24,970	$30,541

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$15,592	Amt
Net Investment Income	$15,592	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Estimated Tax for 2024	CategoryTxt
Amt	$3,300	Amt