COLEMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY FOUNDATION (EIN 81-4671841)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-25
- IRS object ID
- 202520569349101007
- Schema version
- 2024v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-25T14:21:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
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 | 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 | $11,489,250 | 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 | $16,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $315,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,920,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,699 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $405,143 | 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 | $20,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $690,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$401,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $266,293 | CashBOYAmt |
| Cash EOY | $140,446 | CashEOYAmt |
| Cash EOYFMV | $140,446 | CashEOYFMVAmt |
| US Government Obligations BOY | $373,474 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $373,669 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $373,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,229,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,604,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,604,595 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,318,142 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,345,540 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,345,540 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,321 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,192,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,489,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,489,250 | 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 | $11,192,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,489,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,192,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,489,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,192,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,489,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,192,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$401,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $697,725 | OtherIncreasesAmt |
| Subtotal | $11,489,250 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,489,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P MCP ETF (IJH) | 2021-05-05 | 2024-01-02 | $22,043 | $21,811 | $232 | $232 | |
| ISHARES TR CORE S&P SCP ETF (IJR) | 2021-05-05 | 2024-01-02 | $18,803 | $19,505 | -$702 | -$702 | |
| ISHARES TR CORE S&P SCP ETF (IJR) | 2021-10-28 | 2024-01-02 | $17,191 | $18,065 | -$874 | -$874 | |
| ISHARES TR !BONDS DEC2026 (IBDR) | 2022-05-19 | 2024-01-02 | $57,341 | $57,857 | -$516 | -$516 | |
| ISHARES TR !BONDS DEC2026 (IBDR) | 2022-08-04 | 2024-01-02 | $30,280 | $30,673 | -$393 | -$393 | |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | 2017-01-10 | 2024-02-29 | $714 | $738 | -$24 | -$24 | |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD (VTIP) | 2019-09-18 | 2024-02-29 | $176,194 | $183,156 | -$6,962 | -$6,962 | |
| VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIESINDEX FD (VTIP) | 2022-08-03 | 2024-02-29 | $13,572 | $14,246 | -$674 | -$674 | |
| BLACKROCK HIGH YIELD PORTFOLIO INSTL CL NIL (BHYIX) | 2022-11-03 | 2024-05-08 | $32,153 | $30,240 | $1,913 | $1,913 | |
| BLACKROCK HIGH YIELD PORTFOLIO INSTL CL NIL (BHYIX) | 2022-12-22 | 2024-05-08 | $15,670 | $14,738 | $932 | $932 | |
| ISHARES TR CORE S&PS00 ETF (IVV) | 2021-05-05 | 2024-05-10 | $149,654 | $119,633 | $30,021 | $30,021 | |
| ISHARES TR CORE S&P MCP ETF (IJH) | 2021-05-05 | 2024-05-10 | $53,770 | $49,074 | $4,696 | $4,696 | |
| JPMORGAN INTERNATIONAL FOCUS FD CL I N/L (IUESX) | 2021-05-05 | 2024-05-10 | $55,000 | $58,029 | -$3,029 | -$3,029 | |
| INVESCO DEVELOPING MARKETS FUND CLY N/L (ODVYX) | 2021-10-28 | 2024-10-24 | $46,188 | $48,797 | -$2,609 | -$2,609 | |
| INVESCO DEVELOPING MARKETS FUND CLY N/L (ODVYX) | 2021-12-20 | 2024-10-24 | $22,528 | $23,800 | -$1,272 | -$1,272 | |
| ISHARES TR CORE S&PS00 ETF (IVV) | 2023-11-21 | 2024-12-30 | $298,185 | $228,106 | $70,079 | $70,079 | |
| JPMORGAN INTERNATIONAL FOCUS FD CL I N/L (IUESX) | 2021-05-05 | 2024-12-30 | $192,750 | $216,247 | -$23,497 | -$23,497 | |
| ISHARES TR BONDS DEC2026 (IBDR) | 2023-11-21 | 2024-01-02 | $12,136 | $11,971 | $165 | $165 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2023-02-17 | 2024-01-02 | $10,000 | $10,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2023-04-11 | 2024-01-02 | $60,000 | $60,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2023-07-26 | 2024-01-02 | $10,000 | $10,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2023-11-20 | 2024-01-02 | $15,000 | $15,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2023-11-21 | 2024-01-02 | $105,000 | $105,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2024-02-29 | 2024-03-12 | $50,000 | $50,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2024-02-29 | 2024-05-03 | $50,000 | $50,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2024-02-29 | 2024-05-21 | $100,000 | $100,000 | $0 | $0 | |
| FEDERATED HERMES TRSY OBLIGATION FD INSTL CL IS M/M (TOIXX) | 2024-05-10 | 2024-05-21 | $50,000 | $50,000 | $0 | $0 | |
| FEDERATED HERMES U.S. TREASURY CASH RESERVES INSTL CL IS | 2024-08-01 | 2024-08-05 | $656 | $656 | $0 | $0 | |
| FEDERATED HERMES U.S. TREASURY CASH RESERVES INSTL | 2024-05-21 | 2024-08-05 | $150,000 | $150,000 | $0 | $0 | |
| INVESCO DEVELOPING MARKETS FUND CLY N/L (ODVYX | 2023-11-20 | 2024-10-24 | $21,781 | $23,011 | -$1,230 | -$1,230 | |
| INVESCO DEVELOPING MARKETS FUND CLY N/L | 2023-11-21 | 2024-10-24 | $65,690 | $69,399 | -$3,709 | -$3,709 | |
| JPMORGAN INTERNATIONAL FOCUS FD CL I N/L | 2024-12-20 | 2024-12-30 | $5,965 | $6,692 | -$727 | -$727 | |
| CAPITAL GAINS DIVIDENDS | $11,879 | $11,879 | $11,879 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,699 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,842 | OverpaymentAmt |
| Applied To ES Tax | $6,842 | 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 | 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 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 | $11,248,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,451,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,451,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,279,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $563,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $563,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,158 | TotalTaxAmt |
| Distributable Before Adj | $558,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $558,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $558,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $690,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $690,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $558,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,755 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $690,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,755 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $486,745 | 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 | $72,088 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILIS | ||||||
| 50 GLENVILLE ST | GREENWICH | CT | 06831 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| BEST BUDDIES NY | ||||||
| 120 WEST 45TH STREET SUITE 3800 | NEW YORK | NY | 10036 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 |
| HER JUSTICE INC | ||||||
| 100 BROADWAY 10TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| MONTECITO TRAILS FOUNDATION | ||||||
| P O BOX 5481 | SANTA BARBARA | CA | 93150 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,500 |
| YALE NEW HAVEN HOSPITAL | ||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 |
| THE AMERICAN INDEPENDENT FOUNDATION | ||||||
| 00 MAINE AVE STE 500 | WASHINGTON | DC | 20002 | PUBLIC CHARITY | UNRESTRICTED GIFT | $25,000 |
| AMERICAN VOTES EDUCATION FUND | ||||||
| 1155 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED GIFT | $100,000 |
| BY THE BAY HEALTH | ||||||
| 17 EAST SIR FRANCIS DRAKE BLVD | LARKSPUR | CA | 94939 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| EVERYTOWN FOR GUN SUPPORT FUND | ||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | PUBLIC CHARITY | UNRESTRICTED GIFT | $25,000 |
| FRIENDS OF PRENTICE | ||||||
| 47 W DIVISION ST 383 | CHICAGO | IL | 60610 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,000 |
| GANNA WALSKA LOTUSLAND | ||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 93108 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,500 |
| GREENWICH HISTORIAL SOCIETY | ||||||
| 47 STRICTLAND ROAD | COS COB | CT | 06807 | PUBLIC CHARITY | UNRESTRICTED GIFT | $15,000 |
| GREENWICH POINT CONSERVANCY | ||||||
| PO BOX 377 | OLD GREENWHICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| OUR AMERICA FUTURE FOUNDATION | ||||||
| 1032 15TH ST NW 385 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | UNRESTRICTED GIFT | $25,000 |
| PACIFIC HOUSE | ||||||
| 137 HENRY STREET | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $500 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 |
| RALLY FOUNDATION INC | ||||||
| 5775 GLENRIDGE DRIVE BUILDING B | ATLANTA | GA | 30328 | PUBLIC CHARITY | UNRESTRICTED GIFT | $5,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 10271 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 |
| SBVSF INC | ||||||
| 207 SOUND BEACH AVE | OLD GREENWHICH | CT | 06870 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| THE COCO POINT FUND | ||||||
| 12 OXFORD ST | CHEVY CHASE | MD | 20815 | PUBLIC CHARITY | UNRESTRICTED GIFT | $15,000 |
| THE HONORABLE TIAN BROZMAN FOUNDATION | ||||||
| 31 W 52ND STREE - SUITE 4-22 | NEW YORK | NY | 10019 | PUBLIC CHARITY | UNRESTRICTED GIFT | $50,000 |
| THE HONORABLE TIAN BROZMAN FOUNDATION | ||||||
| 31 W 52ND STREE - SUITE 4-22 | NEW YORK | NY | 10019 | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1150 SOUTH OLIVE STREET25TH FLOOR | LOS ANGELES | CA | 100221615 | PUBLIC CHARITY | UNRESTRICTED GIFT | $225,000 |
| VILLANOVA UNIVERSITY | ||||||
| 299 NORTH SPRING MILL ROAD | VILLANOVA | PA | 19085 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,500 |
| WATERSIDE SCHOOL | ||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | PUBLIC CHARITY | UNRESTRICTED GIFT | $2,500 |
| YELLOWSTONE CLUB | ||||||
| 111 RESEARCH DIRVE | BOZEMAN | MT | 59716 | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,500 | 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 | $16,162 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,323 | 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 (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR IBONDS DEC2026 | $298,540 | $298,540 |
| ISHARES TR IBONDS DEC28 ETF | $438,514 | $438,514 |
| ISHARES TR IBONDS DEC27 ETF | $378,832 | $378,832 |
| ISHARES TR IBONDS DEC 29 | $399,319 | $399,319 |
| ISHARES TR IBONDS DEC 2031 (IBDU) | $414,285 | $414,285 |
| ISHARES TR IBONDS DEC 2030 (IBDU) | $416,050 | $416,050 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS SMALL CAP PORT INSTITUTIONAL CLASS N/L (DEMSX) | $149,042 | $149,042 |
| EUROPACIFIC GROWTH FUND CLASS F2-AMERICAN FUNDS N/L (AEPFX) | $449,985 | $449,985 |
| EASTERLY GLOABL REAL ESTATE FUND (JARIX) | $351,468 | $351,468 |
| ISHARES TR CORE S&P MCP ETF (IJH) | $697,872 | $697,872 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $593,959 | $593,959 |
| INVESCO FTSE RAFI US 1000 ETF | $181,530 | $181,530 |
| NEUBERGER BERMAN STRATEGIC INCOME FUND | $607,571 | $607,571 |
| DFA INTERNATIONAL SMALL COMPANY PORT INSTL CL N/L (DFISX) | $217,667 | $217,667 |
| VANGUARD SHORT TERM INVESTMENT GRADE FD ADMIRAL SHARES N/L (VFSUX) | $458,634 | $458,634 |
| ISHARES TR CORE S&P500 ETF (IVV) | $2,226,388 | $2,226,388 |
| ISHARES TR MSCI USA MIN VOL (USMV) | $293,007 | $293,007 |
| ISHARES TR EAFE SML CP ETF | $119,192 | $119,192 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) | $298,151 | $298,151 |
| DODGE & COX INTERNATIONAL STOCKS FUND CL I N/L (DODFX) | $535,601 | $535,601 |
| DODGE & COX GLOBAL BOND FUND CL I N/L (DODLX) | $327,629 | $327,629 |
| COHEN & STEERS GLOBAL REALTY FUND CL I N/L (CSSPX) | $323,559 | $323,559 |
| GUGGENHEIM MARCO OPPORTUNITIES FUND INSTL CL N/L (GIOIX) | $440,412 | $440,412 |
| INVESCO S&P 500 REVENUE ETF (RWL) | $332,928 | $332,928 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $373,669 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $373,669 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED DIVIDENDS RECEIVABLE | $5,321 | $0 | $0 |
| OTHER RECEIVABLE | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $34,032 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,032 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCREASE/DECREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $697,725 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $20,246 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |