THE CHASE AND STEPHANIE COLEMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE CHASE AND STEPHANIE COLEMAN FOUNDATION (EIN 83-0451634)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349102559
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T12:37:18-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833356218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John T Ablamsky MBA CPA PFS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 Reid Avenue | AddressLine1Txt |
| City | Port Washington | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830451634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHASE AND STEPHANIE COLEMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAS | BusinessNameControlTxt |
| Phone | 5168834306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TIGER GLOBAL 9 WEST 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES P COLEMAN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5168834306 | PhoneNum |
| Signature | 2022-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | COLEMAN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Ablamsky | PreparerPersonNm |
| PTIN | P01379861 | PTIN |
| Phone | 5168834306 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $606,497,906 | 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 | $130,287,376 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,794 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,794 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,689,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,533,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,689,548 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $11,470,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,470,360 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $348,520,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,232,809 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $193,678 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $193,678 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,447 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,447 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $169,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $126,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,146 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $138,436 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $319,985 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $72,782 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,782 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $231,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,198 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $207,137 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,842,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $809,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,795,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,795,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,637,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,604,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $318,883,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,120,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,432,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,615,162 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,615,162 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $107,909,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,028,754 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $139,813,631 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $83,328,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $271,380,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $455,057,545 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $319,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $319,984 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,568 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,568 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $200,670,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,035,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $606,497,906 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $200,670,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $377,035,650 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $200,670,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $377,035,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $200,670,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,035,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $200,670,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $318,883,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$142,517,453 | OtherIncreasesAmt |
| Subtotal | $377,035,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $377,035,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 197,231 SHARES OF ROBLOX CORP | D | 2018-06-19 | 2021-09-27 | $15,642,686 | $0 | $904,993 | $14,737,693 | $0 | $0 | $0 | $14,737,693 |
| 55,077 SHARES OF ROBLOX CORP | D | 2018-06-19 | 2021-09-27 | $4,384,206 | $0 | $249,223 | $4,134,983 | $0 | $0 | $0 | $4,134,983 |
| 147,692 SHARES OF ROBLOX CORP | D | 2018-06-19 | 2021-09-28 | $11,505,119 | $0 | $668,306 | $10,836,813 | $0 | $0 | $0 | $10,836,813 |
| 530,000 SHARES OF ROBLOX CORP | D | 2018-06-19 | 2021-11-12 | $55,143,516 | $0 | $2,398,214 | $52,745,302 | $0 | $0 | $0 | $52,745,302 |
| 153,000 SHARES OF ROBLOX CORP | D | 2018-06-19 | 2021-12-21 | $15,408,582 | $0 | $692,312 | $14,716,270 | $0 | $0 | $0 | $14,716,270 |
| 175,000 SHARES OF PELOTON INTERACTIVE INC | P | 2014-02-18 | 2021-08-25 | $20,111,650 | $0 | $0 | $20,111,650 | $0 | $0 | $0 | $20,111,650 |
| 500,000 SHARES OF PELOTON INTERACTIVE INC | D | 2014-02-18 | 2021-09-27 | $45,915,566 | $0 | $0 | $45,915,566 | $0 | $0 | $0 | $45,915,566 |
| 15,000 SHARES OF INTUIT INC | D | 2014-02-14 | 2021-09-27 | $8,496,228 | $0 | $330,198 | $8,166,030 | $0 | $0 | $0 | $8,166,030 |
| 0.844 SHARES OF SALESFORCE.COM INC | P | 2014-04-21 | 2021-08-09 | $204 | $0 | $0 | $204 | $0 | $0 | $0 | $204 |
| 55,625 SHARES OF APOLLO GLOBAL MANAGEMENT INC | D | 2018-06-19 | 2021-09-27 | $3,504,407 | $0 | $461,286 | $3,043,121 | $0 | $0 | $0 | $3,043,121 |
| 13,906 SHARES OF APOLLO GLOBAL MANAGEMENT INC | D | 2018-06-19 | 2021-09-27 | $879,606 | $0 | $115,319 | $764,287 | $0 | $0 | $0 | $764,287 |
| 230,469 SHARES OF APOLLO GLOBAL MANAGEMENT INC | D | 2018-06-19 | 2021-09-27 | $14,514,771 | $0 | $5,441,714 | $9,073,057 | $0 | $0 | $0 | $9,073,057 |
| 23,462 SHARES OF BLACKLINE INC | P | 2013-09-03 | 2021-09-27 | $2,862,989 | $0 | $137,858 | $2,725,131 | $0 | $0 | $0 | $2,725,131 |
| 12,936 SHARES OF BLACKLINE INC | P | 2013-09-03 | 2021-09-28 | $1,520,278 | $0 | $76,010 | $1,444,268 | $0 | $0 | $0 | $1,444,268 |
| 136,815 SHARES OF SLACK TECHNOLOGIES INC | P | 2014-04-21 | 2021-07-22 | $3,643,526 | $0 | $268,985 | $3,374,541 | $0 | $0 | $0 | $3,374,541 |
| 1406.491908 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-03-31 | $2,880,000 | $0 | $1,047,710 | $1,832,290 | $0 | $0 | $0 | $1,832,290 |
| 1406.491908 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-03-31 | $2,880,000 | $0 | $1,047,710 | $1,832,290 | $0 | $0 | $0 | $1,832,290 |
| 2634.761800 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-03-31 | $720,000 | $0 | $263,476 | $456,524 | $0 | $0 | $0 | $456,524 |
| 2634.761800 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-03-31 | $720,000 | $0 | $263,476 | $456,524 | $0 | $0 | $0 | $456,524 |
| 1423.15769 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-05-31 | $2,880,000 | $0 | $1,060,124 | $1,819,876 | $0 | $0 | $0 | $1,819,876 |
| 2583.148500 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-05-31 | $720,000 | $0 | $258,315 | $461,685 | $0 | $0 | $0 | $461,685 |
| 440.306637 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-06-30 | $960,000 | $0 | $327,989 | $632,011 | $0 | $0 | $0 | $632,011 |
| 1834.610989 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-06-30 | $4,000,000 | $0 | $1,366,620 | $2,633,380 | $0 | $0 | $0 | $2,633,380 |
| 774.610500 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-06-30 | $240,000 | $0 | $77,461 | $162,539 | $0 | $0 | $0 | $162,539 |
| 1859.677367 SHARES OF TIGER GLOBAL LTD | P | 2017-12-31 | 2021-12-03 | $4,000,000 | $0 | $1,385,292 | $2,614,708 | $0 | $0 | $0 | $2,614,708 |
| 20,011.948900 SHARES OF TIGER GLOBAL LONG OPPORTUNITIES LTD | P | 2017-12-31 | 2021-12-03 | $4,000,000 | $0 | $2,001,195 | $1,998,805 | $0 | $0 | $0 | $1,998,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,689,548 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,031,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,031,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,031,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $510,876 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,510,876 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,510,876 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21,513 | EsPenaltyAmt |
| Overpayment | $457,493 | OverpaymentAmt |
| Applied To ES Tax | $457,493 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN T ABLAMSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5168834306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 REID AVENUE | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES P COLEMAN III | ||||||||
| C/O TIGER GLOBAL 9 WEST 57TH ST 35T | NEW YORK | NY | 10019 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| STEPHANIE A COLEMAN | ||||||||
| C/O TIGER GLOBAL 9 WEST 57TH ST 35T | NEW YORK | NY | 10019 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| KATIE LEONBERGER | ||||||||
| 654 MADISON AVE STE 1909 | NEW YORK | NY | 10065 | PRESIDENT | 50.00 | $193,678 | $70,447 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABLAMSKY & COMPANY CPAS | |||||
| 63 REID AVENUE | PORT WASHINGTON | NY | 11050 | TAX & ACCOUNTING | $148,500 |
| SSI US INC | |||||
| 277 PARK AVENUE 33RD FLOOR | NEW YORK | NY | 10172 | CONSULTING | $184,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $182,305,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,219,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $291,933,175 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $487,458,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $487,458,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,311,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $480,147,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,007,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,007,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,031,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,031,870 | TotalTaxAmt |
| Distributable Before Adj | $20,975,483 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,975,483 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,975,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,604,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,604,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,975,483 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,364,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,461,176 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,779,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,255,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,014,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,875,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,604,455 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,975,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,628,972 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,504,432 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,364,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,139,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,461,176 | ExcessFromYear4Amt |
| Excess From Year3 | $6,779,786 | ExcessFromYear3Amt |
| Excess From Year2 | $2,255,171 | ExcessFromYear2Amt |
| Excess From Year1 | $1,014,593 | ExcessFromYear1Amt |
| Excess From Current Year | $7,628,972 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES P COLEMAN III STEPHANIE A C | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL OUR KIN | ||||||
| 414A CHAPEL STREET SUITE 100 | NEW HAVEN | CT | 06511 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $150,000 |
| AMERICAN FRIENDS OF THE ROYAL FOUNDATION | ||||||
| 1150 WALNUT AVENUE NO 2FL | NEWTOWN | MA | 02461 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $1,390,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $50,000 |
| ANIMAL MEDICAL CENTER FOUNDATION | ||||||
| 9252 CHESAPEAKE DRIVE | SAN DIEGO | CA | 92123 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $10,000 |
| B ROBERT WILLIAMSON JR FOUNDATION | ||||||
| CO CHILTON 300 PARK AVE | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| BABY2BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| BIODYNAMIC ASSOCIATION | ||||||
| PO BOX 557 | EAST TROY | WI | 53120 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $10,000 |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | ||||||
| 9357 OLYMPUS STREET | HOBE SOUND | FL | 33455 | 509(a)1170(b)(1)(A) | COMMUNITY | $50,000 |
| BREAD FOR THE WORLD INSTITUTE | ||||||
| 425 THIRD STREET SW SUITE 1200 | WASHINGTON | DC | 20024 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $10,000 |
| CENTER FOR COMMUNITY ALTERNATIVES | ||||||
| 115 E JEFFERSON ST | SYRACUSE | NY | 13202 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $200,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $50,000 |
| CHILD MIND INSTITUTE | ||||||
| 101 E 56TH ST | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $250,000 |
| CHILDREN'S AID | ||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $1,350,000 |
| CITY HARVEST | ||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| CITYMEALS-ON-WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | 509(a)1170(b)(1)(A) | COMMUNITY | $250,000 |
| CLIMATEWORKS FOUNDATION | ||||||
| 235 MONTGOMERY ST STE 1300 | SAN FRANCISCO | CA | 94104 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $300,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $900,000 |
| COVENANT HOUSE | ||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| DREAM | ||||||
| 1991 SECOND AVENUE | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| 355 FOOD CENTER DRIVE | BRONX | NY | 10474 | 509(a)1170(b)(1)(A) | COMMUNITY | $50,000 |
| POWER OF TWO FUND FOR CITY OF NY POWER | ||||||
| 21 LIVONIA AVE | BROOKLYN | NY | 11212 | 509(a)1170(b)(1)(A) | COMMUNITY | $75,000 |
| GOOD SHEPHERD SERVICES | ||||||
| 305 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | 509(a)1170(b)(1)(A) | COMMUNITY | $50,000 |
| HARLEM CHILDREN'S ZONE | ||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | 509(a)1170(b)(1)(A) | COMMUNITY | $2,150,000 |
| HARLEM RBI INCORPORATED | ||||||
| 1960 FIRST AVENUE | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | MEDICAL | $2,010,000 |
| HUDSON VALLEY SEED | ||||||
| PO BOX 223 | BEACON | NY | 12508 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| IMENTOR | ||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | 509(a)1170(b)(1)(A) | EDUCATION | $200,000 |
| INDIANA UNIVERSITY FOUNDATION | ||||||
| PO BOX 500 | BLOOMINGTON | IN | 474020500 | 509(a)1170(b)(1)(A) | EDUCATION | $1,250,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $250,000 |
| JAMES C FERRER EDUCATION FUND INC | ||||||
| 200 TUCKAHOE RD | SOUTHAMPTON | NY | 11968 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| KIPP NEW YORK INC | ||||||
| 1501 BROADWAY SUITE 1000 | NEW YORK | NY | 10036 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| LAKE AGAWAM CONSERVANCY INC | ||||||
| PO BOX 5019 | SOUTHAMPTON | NY | 119695019 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $5,000 |
| LENOX HILL NEIGHBORHOOD HOUSE INC | ||||||
| 331 E 70TH ST | NEW YORK | NY | 100218601 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| LIVES IN THE BALANCE INC | ||||||
| 15 MAIN ST SUITE 200 | FREEPORT | ME | 04032 | 509(a)1170(b)(1)(A) | COMMUNITY | $120,000 |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 155 E 55TH ST STE 6E | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| MARY'S MEALS USA | ||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | 509(a)1170(b)(1)(A) | MEDICAL | $2,000,000 |
| MUSICARES FOUNDATION | ||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE | ||||||
| 8455 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | 509(a)1170(b)(1)(A) | COMMUNITY | $100,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | ||||||
| 1667 K NW ST | WASHINGTON | DC | 20006 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| NEW YORK PRESBYTERIAN FUND INC | ||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | 509(a)1170(b)(1)(A) | MEDICAL | $1,555,000 |
| NEW YORK UNIVERSITY | ||||||
| 105 EAST 17TH STREET 4TH FLOOR | NEW YORK | NY | 10003 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| NORTH SHORE SOUP KITCHEN INC | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | 509(a)1170(b)(1)(A) | COMMUNITY | $25,000 |
| NYC KIDS RISE INC | ||||||
| 2807 JACKSON AVE FL 5 | LONG ISLAND CITY | NY | 11101 | 509(a)1170(b)(1)(A) | COMMUNITY | $1,000,000 |
| OASIS THERAPEUTIC LIFE CENTERS | ||||||
| 1 MORGAN RD | MIDDLETOWN | NJ | 07748 | 509(a)1170(b)(1)(A) | COMMUNITY | $100,000 |
| PECONIC LAND TRUST | ||||||
| 296 HAMPTON RD | SOUTHAMPTON | NY | 11968 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $25,000 |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | 509(a)1170(b)(1)(A) | MEDICAL | $100,000 |
| POWER OF TWO | ||||||
| 21 LIVONIA AVE | BROOKLYN | NY | 11212 | 509(a)1170(b)(1)(A) | COMMUNITY | $25,000 |
| REACH OUT AND READ | ||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | 509(a)1170(b)(1)(A) | EDUCATION | $200,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | 509(a)1170(b)(1)(A) | COMMUNITY | $2,000,000 |
| SCHOOL OF LEADERSHIP-AFGHANISTAN INC | ||||||
| 700 N OLIVE AVE | WEST PALM BEACH | FL | 33401 | 509(a)1170(b)(1)(A) | EDUCATION | $200,000 |
| SMART FROM THE START | ||||||
| 68 ANNUNCIATION RD | ROXBURY | MA | 02120 | 509(a)1170(b)(1)(A) | EDUCATION | $30,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY | ||||||
| 55 EXCHANGE PLACE SUITE 601 | NEW YORK | NY | 10005 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| SUSTAINABLE OCEAN ALLIANCE INC | ||||||
| 1160 BATTERY ST STE 100 | SAN FRANCISCO | CA | 94111 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $200,000 |
| TEACH FOR AMERICA | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | 509(a)1170(b)(1)(A) | EDUCATION | $250,000 |
| THE STEPHEN & CHRISTINE SCHWARZMAN ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | 509(a)1170(b)(1)(A) | MEDICAL | $10,000 |
| GOOD FOUNDATION (FORMERLY BABY BUGGY) | ||||||
| 306 WEST 37TH STREET EIGHTH FLOOR | NEW YORK | NY | 10018 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $100,000 |
| THE BONE MARROW FOUNDATION | ||||||
| 515 MADISON AVE SUITE 1130 | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $175,000 |
| THE BOYS CLUB OF NEW YORK FUND | ||||||
| 287 EAST 10TH ST | NEW YORK | NY | 10008 | 509(a)1170(b)(1)(A) | COMMUNITY | $125,000 |
| THE BUCKLEY SCHOOL | ||||||
| 3900 STANSBURY AVE | SHERMAN OAKS | CA | 914234618 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| CHAPIN SCHOOL LTD | ||||||
| 100 E END AVE | NEW YORK | NY | 10028 | 509(a)1170(b)(1)(A) | EDUCATION | $2,000,000 |
| THE EPISCOPAL SCHOOL | ||||||
| 35 EAST 69TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $5,000 |
| GREEN VALE SCHOOL | ||||||
| 250 VALENTINES LN | GLEN HEAD | NY | 11545 | 509(a)1170(b)(1)(A) | EDUCATION | $5,000 |
| THE ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | 509(a)1170(b)(1)(A) | EDUCATION | $650,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSEN CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| TIGER FOUNDATION | ||||||
| 101 PARK AVE | NEW YORK | NY | 10178 | 509(a)1170(b)(1)(A) | COMMUNITY | $3,000,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||
| 104 AIRPORT DR CB 1270 | CHAPEL HILL | NC | 27599 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| VIRGINIA ATHLETICS FOUNDATION | ||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 22904 | 509(a)1170(b)(1)(A) | COMMUNITY | $50,000 |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| WOMEN IN NEED | ||||||
| 1400 NEWPORT CENTER DR STE 100 | NEWPORT BEACH | CA | 92660 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| WORLD RESOURCE INSTITUTE | ||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $250,000 |
| ZERO TO THREE | ||||||
| 1255 23RD STREET NW SUITE 350 | WASHINGTON | DC | 20037 | 509(a)1170(b)(1)(A) | MEDICAL | $250,000 |
| THE EAST HARLEM SCHOOL | ||||||
| 309 E 103RD ST | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | EDUCATION | $350,000 |
| PAVE SCHOOLS | ||||||
| 732 HENRY STREET | BROOKLYN | NY | 11231 | 509(a)1170(b)(1)(A) | EDUCATION | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,795,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,794 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,689,548 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1'S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,470,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $218,232,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,232,809 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES P COLEMAN III | |||||||
| 1 | C/O TIGER GLOBAL 9 WEST 57TH ST 35T | NEW YORK | NY | 10019 | $1,500,000 | Yes (X) | |
| CHARLES P COLEMAN III | |||||||
| 2 | C/O TIGER GLOBAL 9 WEST 57TH ST 35T | NEW YORK | NY | 10019 | $124,489,544 | Yes (X) | Yes (X) |
| THE CHARLES P COLEMAN III FAMILY TRUST (TIGER GLOBAL FUNDS) NONEXEMPT | |||||||
| 3 | 555 ISLAND DRIVE | PALM BEACH | FL | 33480 | $4,297,832 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 15,000 SHARES OF INTUIT INC | $8,513,475 | 2021-09-27 |
| 2 | 500,000 SHARES OF PELOTON INTERACTIVE INC | $46,002,499 | 2021-09-27 |
| 2 | 530,000 SHARES OF ROBLOX CORP | $54,277,300 | 2021-11-12 |
| 2 | 153,000 SHARES OF ROBLOX CORP | $15,696,270 | 2021-12-21 |
| 3 | 300,000 SHARES OF APOLLO GLOBAL MANAGEMENT INC | $2,487,833 | 2021-09-27 |
| 3 | 400,000 SHARES OF ROBLOX CORP | $1,809,999 | 2021-09-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANDERSEN TAX ACCOUNTING | $20,800 | $5,200 | $15,600 |
| ABLAMSKY & COMPANY CPAS ACCOUNTING | $148,500 | $37,125 | $111,375 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| F&F | 2021-07-01 | $203,742 | 200DB | 7.000000000000 | $0 |
| LEASEHOLD IMPROVEMENTS | 2021-07-01 | $116,243 | SL | 15.000000000000 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 197,231 SHARES OF ROBLOX CORP | 2018-06 | Donated | 2021-09 | $15,642,686 | $904,993 | $14,737,693 |
| 55,077 SHARES OF ROBLOX CORP | 2018-06 | Donated | 2021-09 | $4,384,206 | $249,223 | $4,134,983 |
| 147,692 SHARES OF ROBLOX CORP | 2018-06 | Donated | 2021-09 | $11,505,119 | $668,306 | $10,836,813 |
| 530,000 SHARES OF ROBLOX CORP | 2018-06 | Donated | 2021-11 | $55,143,516 | $2,398,214 | $52,745,302 |
| 153,000 SHARES OF ROBLOX CORP | 2018-06 | Donated | 2021-12 | $15,408,582 | $692,312 | $14,716,270 |
| 175,000 SHARES OF PELOTON INTERACTIVE INC | 2014-02 | Purchased | 2021-08 | $20,111,650 | $0 | $20,111,650 |
| 500,000 SHARES OF PELOTON INTERACTIVE INC | 2014-02 | Donated | 2021-09 | $45,915,566 | $0 | $45,915,566 |
| 15,000 SHARES OF INTUIT INC | 2014-02 | Donated | 2021-09 | $8,496,228 | $330,198 | $8,166,030 |
| 0.844 SHARES OF SALESFORCE.COM INC | 2014-04 | Purchased | 2021-08 | $204 | $0 | $204 |
| 55,625 SHARES OF APOLLO GLOBAL MANAGEMENT INC | 2018-06 | Donated | 2021-09 | $3,504,407 | $461,286 | $3,043,121 |
| 13,906 SHARES OF APOLLO GLOBAL MANAGEMENT INC | 2018-06 | Donated | 2021-09 | $879,606 | $115,319 | $764,287 |
| 230,469 SHARES OF APOLLO GLOBAL MANAGEMENT INC | 2018-06 | Donated | 2021-09 | $14,514,771 | $5,441,714 | $9,073,057 |
| 23,462 SHARES OF BLACKLINE INC | 2013-09 | Purchased | 2021-09 | $2,862,989 | $137,858 | $2,725,131 |
| 12,936 SHARES OF BLACKLINE INC | 2013-09 | Purchased | 2021-09 | $1,520,278 | $76,010 | $1,444,268 |
| 136,815 SHARES OF SLACK TECHNOLOGIES INC | 2014-04 | Purchased | 2021-07 | $3,643,526 | $268,985 | $3,374,541 |
| 1406.491908 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-03 | $2,880,000 | $1,047,710 | $1,832,290 |
| 1,406.491908 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-03 | $2,880,000 | $1,047,710 | $1,832,290 |
| 2634.761800 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-03 | $720,000 | $263,476 | $456,524 |
| 2634.761800 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-03 | $720,000 | $263,476 | $456,524 |
| 1423.15769 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-05 | $2,880,000 | $1,060,124 | $1,819,876 |
| 2583.148500 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-05 | $720,000 | $258,315 | $461,685 |
| 440.306637 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-06 | $960,000 | $327,989 | $632,011 |
| 1834.610989 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-06 | $4,000,000 | $1,366,620 | $2,633,380 |
| 774.610500 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-06 | $240,000 | $77,461 | $162,539 |
| 1859.677367 SHARES OF TIGER GLOBAL LTD | 2017-12 | Purchased | 2021-12 | $4,000,000 | $1,385,292 | $2,614,708 |
| 20,011.948900 SHARES OF TIGER GLOBAL LONG OPPORTUNITIES LTD | 2017-12 | Purchased | 2021-12 | $4,000,000 | $2,001,195 | $1,998,805 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN N.V - 2,548 SHARES - AT COST - FMV ON DATE OF RECEIPT | $2,864,629 | $6,697,769 |
| ALIBABA GROUP HOLDINGS - 1,944 SHARES - AT COST - FMV ON DATE OF RECEIPT | $434,750 | $230,928 |
| ALTERYX INC. - 8,122 SHARES - AT COST - FMV ON DATE OF RECEIPT | $846,715 | $491,381 |
| COUPA SOFTWARE INC. - 8,096 SHARES - AT COST - FMV ON DATE OF RECEIPT | $310,296 | $1,279,573 |
| DATADOG INC - 30,558 SHARES - AT COST - FMV ON DATE OF RECEIPT | $1,463,980 | $5,442,685 |
| DOCUSIGN, INC. - 3,456 SHARES - AT COST - FMV ON DATE OF RECEIPT | $167,636 | $526,383 |
| INTUIT INC - 1,047 SHARES - AT COST - FMV ON DATE OF RECEIPT | $381,443 | $673,451 |
| JD.COM - 1,106,389 SHARES - AT COST - FMV ON DATE OF RECEIPT | $36,587,299 | $77,524,677 |
| SPOTIFY TECHNOLOGY SA. - 44,858 SHARES - AT COST - FMV ON DATE OF RECEIPT | $6,267,996 | $10,498,118 |
| STONECO LTD-A - 668,212 SHARES - AT COST - FMV ON DATE OF RECEIPT | $24,256,789 | $11,266,054 |
| UBER TECHNOLOGIES INC - 97,160 SHARES - AT COST - FMV ON DATE OF RECEIPT | $4,802,055 | $4,073,919 |
| SALESFORCE.COM INC - 10,616 SHARES - AT COST - FMV ON DATE OF RECEIPT | $2,635,740 | $2,697,844 |
| AIRBNB - 1,550 SHARES - AT COST - FMV ON DATE OF RECEIPT | $78,246 | $258,060 |
| ROBLOX CORP - 120,456 SHARES - AT COST - FMV ON DATE OF RECEIPT | $12,335,899 | $12,426,241 |
| WARBY PARKER - 3,766 SHARES - AT COST - FMV ON DATE OF RECEIPT | $20,593 | $175,345 |
| PROCORE TECHNOLOGIES - 9,148 SHARES - AT COST - FMV ON DATE OF RECEIPT | $22,870 | $731,566 |
| APOLLO GLOBAL MANAGEMENT INC - 66,542 SHARES - AT COST - FMV ON DATE OF RECEIPT | $551,818 | $4,819,637 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN TIGER GLOBAL LTD | $39,359,611 | $86,181,161 |
| INVESTMENT IN AFRICAN WILDLIFE CAPITAL | $224,832 | $224,832 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-B, LP | $1,014,314 | $2,743,884 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-II B, LP | $2,745,352 | $18,053,223 |
| INVESTMENT IN TIGER GLOBAL LONG OPP, LTD. | $9,487,523 | $18,776,401 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS VIII | $1,751,378 | $4,584,790 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS IX | $4,736,846 | $27,377,956 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS X | $13,550,151 | $42,619,410 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XI | $11,993,164 | $32,041,625 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XII | $8,766,618 | $24,095,095 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XV FEEDER | $52,140,000 | $66,136,809 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XIV | $11,750,377 | $18,466,851 |
| INVESTMENT IN TIGER GLOBAL CROSSOVER CAYMAN | $8,000,000 | $7,895,508 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS 15 LLC | $105,860,000 | $105,860,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $319,984 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $319,984 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $11,568 | EOYBookValueAmt |
| EOYFMV | $11,568 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $1,500 | $0 | $1,500 |
| ADR FEES | $22,167 | $22,167 | $0 |
| BANK SERVICE FEE | $1,131 | $1,131 | $0 |
| INSURANCE | $1,908 | $0 | $1,908 |
| TELEPHONE & COMMUNICATION | $999 | $0 | $999 |
| WEBSITE | $48,000 | $0 | $48,000 |
| CHARITABLE EXPENSES | $154,730 | $0 | $154,730 |
| COMMISSIONS & FEES | $900 | $900 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1'S | Desc |
| Revenue And Expenses Per Books | $11,470,360 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,470,360 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | -$142,517,453 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SSI US INC CONSULTING | CategoryTxt |
| Amt | $184,582 | Amt |
| Net Investment Income | $46,146 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $138,436 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $600,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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