THE CHASE AND STEPHANIE COLEMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE CHASE AND STEPHANIE COLEMAN FOUNDATION (EIN 83-0451634)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349102572
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:08:00-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-30 | 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 | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.41.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 10:07:54 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03D83EF0AA91418DB411FCCBC55E4F4DEED0621D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41D7C1FCA54652D6F5FD0CAB68CBCBD43D4401D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $126,995,454 | 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 | $68,408,654 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,618 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,563,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,716,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,563,984 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $218 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $218 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $72,989,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,580,558 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $100,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,643,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,643,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,767,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,655,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,221,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,568,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $638,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $638,953 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,007,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,255,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,879,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,002,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,447,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,476,789 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $43,120,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,341,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,995,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $43,120,314 | CapitalStockBOYAmt |
| Capital Stock EOY | $103,341,656 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,120,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,341,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,120,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,341,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,120,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,221,342 | ExcessRevenueOverExpensesAmt |
| Subtotal | $103,341,656 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $103,341,656 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,872.521995 SHARES OF TIGER GLOBAL, LTD. | P | 2010-01-01 | 2017-02-28 | $1,175,000 | $0 | $758,610 | $416,390 | $0 | $0 | $0 | $416,390 |
| 464.009137 SHARES OF TIGER GLOBAL, LTD. | P | 2010-01-01 | 2017-04-04 | $300,000 | $0 | $187,983 | $112,017 | $0 | $0 | $0 | $112,017 |
| 509.825912 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-05-30 | $360,000 | $0 | $206,545 | $153,455 | $0 | $0 | $0 | $153,455 |
| 2,407.511249 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-06-02 | $1,700,000 | $0 | $975,349 | $724,651 | $0 | $0 | $0 | $724,651 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII, LP | P | 2010-01-01 | 2017-07-10 | $1,350,255 | $0 | $302,111 | $1,048,144 | $0 | $0 | $0 | $1,048,144 |
| 679.298255 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-07-31 | $500,000 | $0 | $275,202 | $224,798 | $0 | $0 | $0 | $224,798 |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | P | 2010-01-01 | 2017-09-07 | $434,750 | $0 | $111,480 | $323,270 | $0 | $0 | $0 | $323,270 |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | P | 2010-01-01 | 2017-09-12 | $388,234 | $0 | $64,964 | $323,270 | $0 | $0 | $0 | $323,270 |
| 1,077.034624 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-09-30 | $800,000 | $0 | $436,336 | $363,664 | $0 | $0 | $0 | $363,664 |
| 318.843372 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-10-31 | $250,000 | $0 | $129,172 | $120,828 | $0 | $0 | $0 | $120,828 |
| 1,149.715191 SHARES OF TIGER GLOBAL LTD. | P | 2010-01-01 | 2017-11-30 | $850,000 | $0 | $465,781 | $384,219 | $0 | $0 | $0 | $384,219 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII, L.P. | P | 2014-04-07 | 2017-12-15 | $241,999 | $0 | $168,234 | $73,765 | $0 | $0 | $0 | $73,765 |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | P | 2010-01-01 | 2017-12-21 | $81,102 | $0 | $13,812 | $67,290 | $0 | $0 | $0 | $67,290 |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | P | 2010-01-01 | 2017-12-21 | $272,912 | $0 | $46,359 | $226,553 | $0 | $0 | $0 | $226,553 |
| TIGER GLOBAL PIP X PARTNERS, L.P. | P | 2010-01-01 | 2017-12-31 | $1,670 | $0 | $0 | $1,670 | $0 | $0 | $0 | $1,670 |
| TIGER GLOBAL PIP VIII TO MORGAN STANLEY, AS NOMINEE | P | 2010-01-01 | 2017-12-31 | $10,558 | $0 | $10,558 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,563,984 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,457,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,591,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099964 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,226,595 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,690,086 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.185683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,746,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,129,488 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,226,668 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,174,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113698 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,136,160 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,760,556 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.448721 | DistributionYr5Rt |
| Total Distribution | 0.987789 | TotalDistributionRt |
| Average Distribution | 0.197558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,722,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,984,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $45,686 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,029,780 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,655,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $91,373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $91,373 | SubtotalAmt |
| Tax Based On Investment Income | $91,373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,599 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $238,599 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$238,599 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $543 | EsPenaltyAmt |
| Overpayment | $146,683 | OverpaymentAmt |
| Applied To ES Tax | $146,683 | 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 |
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 |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,609,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,761,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,723,803 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $66,723,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,000,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,722,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,286,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,286,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91,373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91,373 | TotalTaxAmt |
| Distributable Before Adj | $3,194,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,194,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,194,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,655,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,655,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,655,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,194,774 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,898,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,405,016 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,789,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,842,982 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,364,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,300,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,655,950 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,194,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,461,176 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,761,768 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,898,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,863,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,405,016 | ExcessFromYear4Amt |
| Excess From Year3 | $3,789,723 | ExcessFromYear3Amt |
| Excess From Year2 | $6,842,982 | ExcessFromYear2Amt |
| Excess From Year1 | $2,364,734 | ExcessFromYear1Amt |
| Excess From Current Year | $9,461,176 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | ||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | MEDICAL | $1,200,000 |
| NEW YORK PRESBYTERIAN | ||||||
| 525 E 68TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | MEDICAL | $1,305,000 |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL ST | WELLESLY | MA | 02481 | 509(a)1170(b)(1)(A) | EDUCATION | $5,000 |
| WILLIAMS COLLEGE | ||||||
| 1000 MAIN ST | WILLIAMSTOWN | MA | 01267 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| FRIENDS OF PAVE | ||||||
| 71 Sullivan Street | BROOKLYN | NY | 11231 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| KIPP NY INC | ||||||
| 70 7th Avenue 10th Floo | NEW YORK | NY | 10024 | 509(a)1170(b)(1)(A) | EDUCATION | $75,000 |
| THE CHAPIN SCHOOL | ||||||
| 100 East End Ave | NEW YORK | NY | 10028 | 509(a)1170(b)(1)(A) | EDUCATION | $3,800,000 |
| THE GREEN VALE SCHOOL | ||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | 509(a)1170(b)(1)(A) | EDUCATION | $5,000 |
| IMENTOR | ||||||
| 30 BROAD STREET 9TH FLR | NEW YORK | NY | 10004 | 509(a)1170(b)(1)(A) | EDUCATION | $200,000 |
| THE BONE MARROW FOUNDATION | ||||||
| 515 MADISON AVE SUITE 1130 | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $110,000 |
| MEMORIAL SLOAN KETTERING | ||||||
| PO BOX 27461 | NEW YORK | NY | 10087 | 509(a)1170(b)(1)(A) | MEDICAL | $575,000 |
| B ROBERT WILLIAMSON JR FOUNDATION | ||||||
| 300 Park Avenue 25th Floor | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| HUDSON VALLEY SEED | ||||||
| PO Box 223 | BEACON | NY | 12508 | 509(a)1170(b)(1)(A) | COMMUNITY | $100,000 |
| 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 |
| THE EAST HARLEM SCHOOL | ||||||
| 309 103rd St | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 Old Cutler Road Suite 625 | MIAMI | FL | 33157 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $5,000 |
| THE EPISCOPAL SCHOOL IN THE CITY OF NY | ||||||
| 35 E 69th St | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | EDUCATION | $35,000 |
| BAKER INSTITUTE FOR CHILDREN | ||||||
| 2550 HANOVER STREET | PALO ALTO | CA | 94304 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| THE BOYS CLUB OF NEW YORK FUND | ||||||
| 287 EAST 10th STREET | NEW YORK | NY | 10009 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $103,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| Central Park West 79th St | NEW YORK | NY | 10024 | 509(a)1170(b)(1)(A) | EDUCATION | $40,000 |
| BALLROOM MARFA | ||||||
| 108 E San Antonio St | SAN ANTONION | TX | 79843 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| BEAT THE STREETS WRESTLING INC | ||||||
| 252 West 37th Street Suite 400 | NEW YORK | NY | 10018 | 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 |
| FRENCH INSTITUTE ALLIANCE FRANCAISE | ||||||
| 22 E 60th St | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| HARLEM CHILDREN'S ZONE | ||||||
| 35 East 125th St | NEW YORK | NY | 10035 | 509(a)1170(b)(1)(A) | EDUCATION | $300,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 E 42nd St | NEW YORK | NY | 10168 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $25,000 |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 155 E 55th St 6h | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| MEDAL BOUND | ||||||
| 12890 HILLCREST RD | DALLAS | TX | 75230 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| MUSICARES FOUNDATION | ||||||
| 3030 Olympic Blvd | SANTA MONICA | CA | 90404 | 509(a)1170(b)(1)(A) | EDUCATION | $250,000 |
| NARNIA CATECHETICAL & CULTURAL | ||||||
| 163 E 81st St | NEW YORK | NY | 10028 | 509(a)1170(b)(1)(A) | RELIGIOUS | $5,000 |
| PAVE SCHOOLS | ||||||
| 732 Henry St | BROOKLYN | NY | 11231 | 509(a)1170(b)(1)(A) | EDUCATION | $500,000 |
| TEACH FOR AMERICA | ||||||
| 315 W 36TH STREET | NEW YORK | NY | 10018 | 509(a)1170(b)(1)(A) | EDUCATION | $100,000 |
| TIGER FOUNDATION | ||||||
| 101 PARK AVE | NEW YORK | NY | 10178 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $3,000,000 |
| UNITED JEWISH APPEAL FEDERATION OF NY | ||||||
| 130 E 59th St | NEW YORK | NY | 10022 | 509(a)1170(b)(1)(A) | RELIGIOUS | $350,000 |
| WAVES FOR WATER INC | ||||||
| 4470 W Sunset Blvd 90779 | LOS ANGELES | CA | 90027 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $25,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 Southern Blvd | BRONX | NY | 10460 | 509(a)1170(b)(1)(A) | EDUCATION | $25,000 |
| ST JUDE'S CHILDREN HOSPITAL | ||||||
| 262 Danny Thomas Place | MEMPHIS | TN | 38105 | 509(a)1170(b)(1)(A) | MEDICAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,643,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,618 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,563,984 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - FROM K-1'S | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,580,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,580,558 | 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 GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | $4,992,000 | Yes (X) | |
| STEPHANIE COLEMAN | |||||||
| 2 | C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | $54,992,000 | Yes (X) | |
| CHARLES P COLEMAN III | |||||||
| 3 | C/O TIGER GLOBAL9 WEST 57TH ST35th | NEW YORK | NY | 10019 | $8,424,654 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 200,389 SHARES OF JD.COM | NoncashPropertyDesc |
| Fair Market Value | $8,424,654 | FairMarketValueAmt |
| Received | 2017-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOHN T. ABLAMSKY, CPA TAX & ACCOUNTING | |||
| ANDERSEN TAX ACCOUNTING | $15,250 | $3,800 | $11,450 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 1,872.521995 SHARES OF TIGER GLOBAL, LTD. | Purchased | 2017-02 | $1,175,000 | $758,610 | $416,390 | |
| 464.009137 SHARES OF TIGER GLOBAL, LTD. | Purchased | 2017-03 | $300,000 | $187,983 | $112,017 | |
| 509.825912 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-05 | $360,000 | $206,545 | $153,455 | |
| 2,407.511249 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-05 | $1,700,000 | $975,349 | $724,651 | |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII, LP | Purchased | 2017-07 | $1,350,255 | $302,111 | $1,048,144 | 2014-04 |
| 679.298255 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-07 | $500,000 | $275,202 | $224,798 | |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | Purchased | 2017-09 | $434,750 | $111,480 | $323,270 | |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | Purchased | 2017-09 | $388,234 | $64,964 | $323,270 | |
| 1,077.034624 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-09 | $800,000 | $436,336 | $363,664 | |
| 318.843372 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-10 | $250,000 | $129,172 | $120,828 | |
| 1,149.715191 SHARES OF TIGER GLOBAL LTD. | Purchased | 2017-11 | $850,000 | $465,781 | $384,219 | |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII, L.P. | Purchased | 2017-12 | $241,999 | $168,234 | $73,765 | |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | Purchased | 2017-12 | $81,102 | $13,812 | $67,290 | |
| ICONIQ STRATEGIC PARTNERS-B, L.P. | Purchased | 2017-12 | $272,912 | $46,359 | $226,553 | |
| TIGER GLOBAL PIP X PARTNERS, L.P. | Purchased | 2017-12 | $1,670 | $1,670 | ||
| TIGER GLOBAL PIP VIII TO MORGAN STANLEY, AS NOMINEE | Purchased | 2017-12 | $10,558 | $10,558 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JD.COM - 606,389 SHARES - AT COST - FMV ON DATE OF RECEIPT | $18,432,299 | $25,116,632 |
| BLACKLINE, INC - 13,045 SHARES - AT COST - FMV ON DATE OF RECEIPT | $388,234 | $427,876 |
| ALIBABA GROUP HOLDINGS - 1,944 SHARES - AT COST - FMV ON DATE OF RECEIPT | $434,750 | $335,204 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN TIGER GLOBAL LTD | $55,009,874 | $58,617,790 |
| INVESTMENT IN AFRICAN WILDLIFE CAPITAL | $250,000 | $250,000 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-I, LP | $3,536,246 | $5,709,003 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-II B, LP | $3,951,692 | $5,715,076 |
| INVESTMENT IN TIGER GLOBAL LONG OPP, LTD. | $3,851,446 | $7,013,440 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS VIII | $4,834,506 | $7,609,704 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS IX | $8,800,000 | $11,866,168 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS X | $3,213,656 | $3,695,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $1,500 | $1,500 | |
| ADR FEES | $8,120 | $8,120 |
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 | $218 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $218 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $100,000 | Amt |
Comments