THE CHASE AND STEPHANIE COLEMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CHASE AND STEPHANIE COLEMAN FOUNDATION (EIN 83-0451634)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349101278
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T07:24:35-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 110503507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES P COLEMAN III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5168834306 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Ablamsky | PreparerPersonNm |
| PTIN | P01379861 | PTIN |
| Phone | 5168834306 | PhoneNum |
| Preparation | 2019-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $133,874,966 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,546 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,546 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $0 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $4,980,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,790,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,980,849 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,933,849 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,933,849 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,922,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,922,244 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $175,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,916 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,302,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,302,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,506,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,916 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,315,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $416,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,906,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $638,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,267,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,267,345 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $19,255,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,275,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,434,309 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $83,447,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,214,970 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $116,173,312 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,341,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,757,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,874,966 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $103,341,656 | CapitalStockBOYAmt |
| Capital Stock EOY | $103,757,734 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,341,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,757,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,341,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,757,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,341,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $416,078 | ExcessRevenueOverExpensesAmt |
| Subtotal | $103,757,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $103,757,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 78,087.873684 SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-04-30 | $500,000 | $0 | $244,595 | $255,405 | $0 | $0 | $0 | $255,405 |
| 1,121.880351 SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-06-30 | $1,000,000 | $0 | $454,505 | $545,495 | $0 | $0 | $0 | $545,495 |
| 325.755411 SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-07-31 | $290,000 | $0 | $131,973 | $158,027 | $0 | $0 | $0 | $158,027 |
| 3666.165549 SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-10-31 | $3,000,000 | $0 | $1,485,265 | $1,514,735 | $0 | $0 | $0 | $1,514,735 |
| SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-11-30 | $739,500 | $0 | $438,055 | $301,445 | $0 | $0 | $0 | $301,445 |
| SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-11-30 | $1,810,500 | $0 | $1,065,000 | $745,500 | $0 | $0 | $0 | $745,500 |
| SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-11-30 | $2,450,000 | $0 | $1,148,537 | $1,301,463 | $0 | $0 | $0 | $1,301,463 |
| SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-11-30 | $70,000 | $0 | $41,945 | $28,055 | $0 | $0 | $0 | $28,055 |
| SHARES OF TIGER GLOBAL, LTD | P | 2010-01-01 | 2018-11-30 | $930,000 | $0 | $799,276 | $130,724 | $0 | $0 | $0 | $130,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,980,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,655,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $65,722,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.192565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,457,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,591,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,226,595 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,690,086 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.185683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,746,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,129,488 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139723 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,226,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,174,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113698 | DistributionYr5Rt |
| Total Distribution | 0.731633 | TotalDistributionRt |
| Average Distribution | 0.146327 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $134,671,824 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,706,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99,063 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,805,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,315,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $146,683 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $296,683 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$296,683 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,215 | EsPenaltyAmt |
| Overpayment | $97,341 | OverpaymentAmt |
| Applied To ES Tax | $97,341 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES P COLEMAN III | ||||||||
| C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| STEPHANIE A COLEMAN | ||||||||
| C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | TRUSTEE | 5.00 | $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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,350,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,586,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $112,786,052 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,722,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $136,722,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,050,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,671,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,733,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,733,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198,127 | TotalTaxAmt |
| Distributable Before Adj | $6,535,464 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,535,464 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,535,464 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,315,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,315,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,315,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,535,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $2,405,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,789,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,842,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,364,734 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,461,176 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,863,631 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,315,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,535,464 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,779,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,643,417 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,405,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,238,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,789,723 | ExcessFromYear4Amt |
| Excess From Year3 | $6,842,982 | ExcessFromYear3Amt |
| Excess From Year2 | $2,364,734 | ExcessFromYear2Amt |
| Excess From Year1 | $9,461,176 | ExcessFromYear1Amt |
| Excess From Current Year | $6,779,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES P COLEMANIII STEPHANIE A CO | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| B ROBERT WILLIAMSON JR FOUNDATION | ||||||
| 300 PARK AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| BALLROOM MARFA | ||||||
| 108 W SAN ANTONIO ST | MARFA | TX | 79843 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| CHILDREN'S AID | ||||||
| 711 THIRD AVENUE SUITE 700 | NEW YORK | NY | 10017 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $100,000 |
| CONSERVATION INTERNATIONAL | ||||||
| PO BOX 418608 | BOSTON | MA | 022418608 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $25,000 |
| CRISTO REY NETWORK | ||||||
| 14 E JACKSON BLVD STE 1200 | CHICAGO | IL | 60604 | 509(a)1170(b)(1)(A) | RELIGIOUS | $100,000 |
| DEERFIELD ACADEMY | ||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | 509(a)1170(b)(1)(A) | EDUCATION | $1,300,000 |
| DREAM | ||||||
| 1991 SECOND AVE SECOND FLOOR | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | 509(a)1170(b)(1)(A) | COMMUNITY | $25,000 |
| HARLEM CHILDREN'S ZONE | ||||||
| 35 E 125TH ST | NEW YORK | NY | 10037 | 509(a)1170(b)(1)(A) | COMMUNITY | $150,000 |
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | MEDICAL | $1,200,000 |
| HUDSON VALLEY SEED | ||||||
| PO Box 223 | BEACON | NY | 12508 | 509(a)1170(b)(1)(A) | COMMUNITY | $200,000 |
| IMENTOR | ||||||
| 30 BROAD STREET 9TH FLR | NEW YORK | NY | 10004 | 509(a)1170(b)(1)(A) | EDUCATION | $200,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $25,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | ||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 100384730 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $25,000 |
| KIPP NY | ||||||
| 470 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10018 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| LEO'S LIGHTHOUSE | ||||||
| PO BOX 1157 | NEW YORK | NY | 10013 | 509(a)1170(b)(1)(A) | MEDICAL | $10,000 |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 155 E 55TH ST STE 6H | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| MARY'S MEALS | ||||||
| 590 BLOOMFIELD AVENUE BOX 280 | BLOOMFIELD | NJ | 07003 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $50,000 |
| MD ANDERSON | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| MEMORIAL SLOAN KETTERING | ||||||
| PO BOX 27461 | NEW YORK | NY | 10087 | 509(a)1170(b)(1)(A) | MEDICAL | $625,000 |
| MUSICARES FOUNDATION | ||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| NEW YORK PRESBYTERIAN FUND INC | ||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | 509(a)1170(b)(1)(A) | MEDICAL | $1,325,000 |
| PAVE SCHOOLS | ||||||
| 732 HENRY STREET | BROOKLYN | NY | 11231 | 509(a)1170(b)(1)(A) | EDUCATION | $600,000 |
| SOUTHAMPTON ASSOCIATION | ||||||
| 106 PROSPECT ST | SOUTHAMPTON | NY | 11968 | 509(a)1170(b)(1)(A) | COMMUNITY | $2,500 |
| TEACH FOR AMERICA | ||||||
| 315 W 36TH STREET | NEW YORK | NY | 10018 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| THE BONE MARROW FOUNDATION | ||||||
| 515 MADISON AVE | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $50,000 |
| THE BOYS CLUB OF NEW YORK FUND | ||||||
| 287 E 10TH ST | NEW YORK | NY | 10009 | 509(a)1170(b)(1)(A) | COMMUNITY | $15,000 |
| THE CHAPIN SCHOOL LTD | ||||||
| 100 E END AVE | NEW YORK | NY | 10028 | 509(a)1170(b)(1)(A) | EDUCATION | $3,850,000 |
| THE EAST HARLEM SCHOOL | ||||||
| 309 E 103RD ST | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| THE EPISCOPAL SCHOOL | ||||||
| 1200 N QUAKER LN | ALEXANDRIA | VA | 22302 | 509(a)1170(b)(1)(A) | EDUCATION | $35,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 OLD CLUTTER ROAD SUITE 625 | MIAMI | FL | 33157 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $5,000 |
| THE GREEN VALE SCHOOL | ||||||
| 250 VALENTINES LN | GLEN HEAD | NY | 11545 | 509(a)1170(b)(1)(A) | EDUCATION | $5,000 |
| TIGER FOUNDATION | ||||||
| 101 PARK AVE | NEW YORK | NY | 10178 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $3,000,000 |
| VAIL VETERAN PROGRAM | ||||||
| 12 VAIL RD STE 200 | VAIL | CO | 81657 | 509(a)1170(b)(1)(A) | COMMUNITY | $25,000 |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| WILLIAMS COLLEGE | ||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | 509(a)1170(b)(1)(A) | EDUCATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,302,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,546 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,980,849 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1'S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,933,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,922,244 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,922,244 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES P COLEMAN III | ||||||
| 1 | C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | $2,000,000 | Yes (X) |
| STEPHANIE COLEMAN | ||||||
| 2 | C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | $2,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHN T. ABLAMSKY, CPA TAX & ACCOUNTING | $0 | $0 | $0 |
| ANDERSEN TAX ACCOUNTING | $15,000 | $3,750 | $11,250 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 78,087.873684 SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-04 | $500,000 | $244,595 | $255,405 |
| 1,121.880351 SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-06 | $1,000,000 | $454,505 | $545,495 |
| 325.755411 SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-07 | $290,000 | $131,973 | $158,027 |
| 3666.165549 SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-10 | $3,000,000 | $1,485,265 | $1,514,735 |
| SHARES OF TIGER GLOBAL, LTD. | 2010-01 | Purchased | 2018-11 | $739,500 | $438,055 | $301,445 |
| SHARES OF TIGER GLOBAL, LTD. | 2010-01 | Purchased | 2018-11 | $1,810,500 | $1,065,000 | $745,500 |
| SHARES OF TIGER GLOBAL, LTD. | 2010-01 | Purchased | 2018-11 | $2,450,000 | $1,148,537 | $1,301,463 |
| SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-11 | $70,000 | $41,945 | $28,055 |
| SHARES OF TIGER GLOBAL, LTD | 2010-01 | Purchased | 2018-11 | $930,000 | $799,276 | $130,724 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JD.COM - 606,389 SHARES - AT COST - FMV ON DATE OF RECEIPT | $18,432,299 | $12,691,722 |
| BLACKLINE, INC - 13,045 SHARES - AT COST - FMV ON DATE OF RECEIPT | $388,233 | $534,193 |
| ALIBABA GROUP HOLDINGS - 1,944 SHARES - AT COST - FMV ON DATE OF RECEIPT | $434,750 | $266,464 |
| REDFIN.COM - 13,828 SHARES - AT COST - FMV ON DATE OF RECEIPT | $315,419 | $199,123 |
| COUPA SOFTWARE INC. - 8,096 SHARES - AT COST - FMV ON DATE OF RECEIPT | $310,296 | $508,915 |
| DOCUSIGN, INC. - 3,239 SHARES - AT COST - FMV ON DATE OF RECEIPT | $145,172 | $129,819 |
| ALTERYX INC. - 1,750 SHARES - AT COST - FMV ON DATE OF RECEIPT | $249,250 | $104,073 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN TIGER GLOBAL LTD | $49,200,724 | $57,921,424 |
| INVESTMENT IN AFRICAN WILDLIFE CAPITAL | $250,000 | $250,000 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-B, LP | $2,579,722 | $5,150,725 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-II B, LP | $3,395,214 | $8,943,708 |
| INVESTMENT IN TIGER GLOBAL LONG OPP, LTD. | $3,851,446 | $7,291,193 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS VIII | $3,808,070 | $5,789,201 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS IX | $8,237,537 | $15,711,566 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS X | $4,647,680 | $11,120,387 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XI | $4,244,577 | $3,995,108 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PILLSBURY WINTHROP CONSULTING | CategoryTxt |
| Legal Fees | $0 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEES | $1,500 | $0 | $1,500 |
| ADR FEES | $12,166 | $12,166 | $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 | $4,933,849 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,933,849 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $175,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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