COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-04
- IRS object ID
- 202620639349100207
- Schema version
- 2025v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-04T06:46:10-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 3G | AddressLine2Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-02-27 | 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 | 2025 | 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 | $12,317,740 | 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 | $4,708 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $359,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $359,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,346,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,387 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $454,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,075 | 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 |
| Other Expenses Rev And Expnss | $39,172 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,172 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $663,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $663,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $663,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$247,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,446 | CashBOYAmt |
| Cash EOY | $179,840 | CashEOYAmt |
| Cash EOYFMV | $179,840 | CashEOYFMVAmt |
| US Government Obligations BOY | $373,669 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $75,982 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $75,982 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,604,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,266,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,266,847 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,345,540 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,795,071 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,795,071 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,489,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,317,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,317,740 | 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 | $11,489,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,317,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,489,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,317,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,489,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,317,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,489,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$247,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,075,984 | OtherIncreasesAmt |
| Subtotal | $12,317,740 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,317,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES S/T - PUBLICALLY TRADED SECURITIES | 2025-06-30 | 2025-12-31 | $236,160 | $235,194 | $966 | $966 | |
| RAYMOND JAMES & ASSOCIATES L/T - PUBLICALLY TRADED SECURITIES | 2024-01-01 | 2025-12-31 | $1,036,927 | $948,788 | $88,139 | $88,139 | |
| CAPITAL GAINS DIVIDENDS | $73,282 | $73,282 | $73,282 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,387 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,842 | 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 | $6,842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $107 | 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 | 0 | 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 2G | 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 | $11,651,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,817,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,817,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,640,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $582,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $582,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,949 | TotalTaxAmt |
| Distributable Before Adj | $575,054 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $575,054 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $575,054 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $663,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $663,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $575,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,088 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $663,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,088 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $575,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,858 | 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 | $15,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,858 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GANNA WALSKA LOTUSLAND | |||||||
| 695 ASHLEY ROAD | SANTA BARBARA | CA | 93108 | NC | UNRESTRICTED GIFT | $5,000 | |
| THE COCO POINT FUND | |||||||
| 12 OXFORD STREET | CHEVY CHASE | MD | 20815 | NC | UNRESTRICTED GIFT | $25,000 | |
| FIRST CONGREGATIONAL CHURCH OF GREENWICH | |||||||
| 108 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | NC | UNRESTRICTED GIFT | $5,000 | |
| ODYSSEY CHARTER SCHOOLS | |||||||
| 1308 E COLORADO BLVD 1363 | PASADENA | CA | 91106 | NC | UNRESTRICTED GIFT | $10,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 10271 | NC | UNRESTRICTED GIFT | $100,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA USC MARSHALL SCHOOL OF BUSINESS | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NC | UNRESTRICTED GIFT | $225,000 | |
| DEMOCRACY MATTERS FOUNDATION | |||||||
| 800 MAINE AVE SW | WASHINGTON | DC | 20024 | NC | UNRESTRICTED GIFT | $25,000 | |
| MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION | |||||||
| 262 SAN YSIDRO RD | SANTA BARBARA | CA | 93108 | NC | UNRESTRICTED GIFT | $5,000 | |
| PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NC | UNRESTRICTED GIFT | $10,000 | |
| HER JUSTICE INC | |||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | NC | UNRESTRICTED GIFT | $30,000 | |
| THE MIND SPIRIT COUNSELING CENTER TO HONOR KENT ZIMMERMAN & MARY GOTTSCHALK | |||||||
| 8553 URBANDALE AVENUE | URBANDALE | IA | 50322 | NC | UNRESTRICTED GIFT | $1,000 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | NC | UNRESTRICTED GIFT | $50,000 | |
| UPEACE NY INC | |||||||
| 450 LEXINGTON AVENUE 4416 | NEW YORK | NY | 10017 | NC | UNRESTRICTED GIFT | $500 | |
| THE HONORABLE TIAN BROZMAN FOUNDATION | |||||||
| 375 9TH AVENUE | NEW YORK | NY | 10001 | NC | UNRESTRICTED GIFT | $50,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | NC | UNRESTRICTED GIFT | $1,000 | |
| BEST BUDDIES | |||||||
| 100 SE 2ND ST SUITE 2200 | MIAMI | FL | 33131 | NC | UNRESTRICTED GIFT | $5,000 | |
| THE AMERICAN INDEPENDENT FOUNDATION | |||||||
| 00 MAINE AVE SW STE 500 | WASHINGTON | DC | 20024 | NC | UNRESTRICTED GIFT | $50,000 | |
| AMERICA VOTES EDUCATION | |||||||
| 1155 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NC | UNRESTRICTED GIFT | $50,000 | 600 |
| RALLY FOUNDATION FOR CHILDHOOD CANCER RESEARCH | |||||||
| 5775 GLENRIDGE DRIVE BLDG B SUITE | ATLANTA | GA | 30328 | NC | UNRESTRICTED GIFT | $5,000 | 370 |
| FRIENDS OF PRENTICE FRIENDS OF PRENTICE | |||||||
| 47 W DIVISION STREET 383 | CHICAGO | IL | 60610 | NC | UNRESTRICTED GIFT | $2,000 | |
| CAREER RESOURCES IN HONOR OF JIM LISHER | |||||||
| 1000 LAFAYETTE BLVD STE 303 | BRIDGEPORT | CT | 06604 | NC | UNRESTRICTED GIFT | $5,000 | |
| SOUND BEACH VOLUNTEER SERVICES FOUNDATION | |||||||
| 207 SOUND BEACH AVENUE | OLD GREENWICH | CT | 06870 | NC | UNRESTRICTED GIFT | $1,000 | |
| OVARIAN CANCER RESEARCH ALLIANCE IN HONOR OF COURTNEY WETZEL | |||||||
| PO BOX 32141 | NEW YORK | NY | 10087 | NC | UNRESTRICTED GIFT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $663,000 | 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 | $16,942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $359,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,970 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR IBONDS DEC2026 | $300,525 | $300,525 |
| ISHARES TR IBONDS DEC28 ETF | $448,288 | $448,288 |
| ISHARES TR IBONDS DEC27 ETF | $344,946 | $344,946 |
| ISHARES TR IBONDS DEC 29 | $409,915 | $409,915 |
| ISHARES TR IBONDS DEC 2031 (IBDU) | $429,879 | $429,879 |
| ISHARES TR IBONDS DEC 2030 (IBDU) | $430,572 | $430,572 |
| ISHARES TR IBONDS DEC 2032 | $430,946 | $430,946 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $580,630 | $580,630 |
| EASTERLY GLOABL REAL ESTATE FUND (JARIX) | $372,028 | $372,028 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $729,828 | $729,828 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $611,715 | $611,715 |
| INVESCO FTSE RAFI US 1000 ETF | $211,140 | $211,140 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $573,305 | $573,305 |
| DFA INTERNATIONAL SMALL COMPANY PORT INSTL CL N/L (DFISX) | $137,617 | $137,617 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) | $595,746 | $595,746 |
| ISHARES TR CORE S&P500 ETF (IVV) | $2,445,236 | $2,445,236 |
| ISHARES TR MSCI USA MIN VOL (USMV) | $310,728 | $310,728 |
| ISHARES TR EAFE SML CP ETF | $85,748 | $85,748 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) | $363,955 | $363,955 |
| DODGE & COX INTERNATIONAL STOCKS FUND CL I N/L (DODFX) | $742,943 | $742,943 |
| DODGE & COX GLOBAL BOND FUND CL I N/L (DODLX) | $365,349 | $365,349 |
| COHEN & STEERS GLOBAL REALTY FUND CL I N/L (CSSPX) | $334,552 | $334,552 |
| GUGGENHEIM MARCO OPPORTUNITIES FUND INSTL CL N/L (GIOIX) | $417,027 | $417,027 |
| INVESCO S&P 500 REVENUE ETF (RWL) | $389,300 | $389,300 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $75,982 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $75,982 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $34,555 | $34,555 | $0 |
| WIRE FEES | $100 | $100 | $0 |
| FOREIGN TAX PAID | $4,517 | $4,517 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE/DECREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $1,075,984 | Amt |