THE CHASE AND STEPHANIE COLEMAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CHASE AND STEPHANIE COLEMAN FOUNDATION (EIN 83-0451634)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349104623
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:48:51-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T ABLAMSKY | PreparerPersonNm |
| Phone | 5168834306 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.38.215 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 15:48:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 41D7C1FCA54652D6F5FD0CAB68CBCBD43D4401D4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41D7C1FCA54652D6F5FD0CAB68CBCBD43D4401D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,848,760 | 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 | $10,352,645 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $155 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,840,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,060,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,840,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,193,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,840,680 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $175,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,448,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,448,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,637,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,457,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,555,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,836,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $741,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,026 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,244,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,007,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,328,640 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,716,172 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,002,643 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,410,094 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,702,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,120,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,848,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $36,702,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,120,314 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,702,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,120,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,702,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,120,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,702,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,555,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $107,063 | OtherIncreasesAmt |
| Subtotal | $49,365,039 | SubtotalAmt |
| Other Decreases | $6,244,725 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,120,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 40,000 SHARES OF JD.COM | P | 2010-01-01 | 2016-03-02 | $1,065,356 | $0 | $0 | $1,065,356 | $0 | $0 | $0 | $1,065,356 |
| 30,000 SHARES OF JD.COM | P | 2010-01-01 | 2016-04-12 | $831,612 | $0 | $0 | $831,612 | $0 | $0 | $0 | $831,612 |
| 80,000 SHARES OF JD.COM | P | 2010-01-01 | 2016-05-04 | $1,958,448 | $0 | $0 | $1,958,448 | $0 | $0 | $0 | $1,958,448 |
| 100,000 SHARES OF JD.COM | P | 2010-01-01 | 2016-05-13 | $2,252,950 | $0 | $0 | $2,252,950 | $0 | $0 | $0 | $2,252,950 |
| 1,920.180302 SHARES OF TIGER GLOBAL, LTD. | P | 2012-12-31 | 2016-12-31 | $1,075,000 | $0 | $777,919 | $297,081 | $0 | $0 | $0 | $297,081 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII | P | 2014-04-07 | 2016-12-31 | $877,595 | $0 | $442,517 | $435,078 | $0 | $0 | $0 | $435,078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,840,525 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,226,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,690,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.185683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,746,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,129,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,226,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,174,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,136,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,760,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.448721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,082,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,351,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.540425 | DistributionYr5Rt |
| Total Distribution | 2.428250 | TotalDistributionRt |
| Average Distribution | 0.485650 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,591,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,656,096 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68,366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,724,462 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,457,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136,733 | SubtotalAmt |
| Tax Based On Investment Income | $136,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,939 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $100,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $200,939 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$200,939 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $607 | EsPenaltyAmt |
| Overpayment | $63,599 | OverpaymentAmt |
| Applied To ES Tax | $63,599 | 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 | ||||||||
| 4 EAST 66TH STREET | NY | NY | 10065 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| STEPHANIE A COLEMAN | ||||||||
| 4 EAST 66TH STREET | NY | NY | 10021 | 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 | $3,547,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,671,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $40,052,318 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,271,047 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $45,271,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $679,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,591,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,229,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,229,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136,733 | TotalTaxAmt |
| Distributable Before Adj | $2,092,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,092,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,092,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,457,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,457,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,457,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,092,866 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,014,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,898,137 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,405,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,789,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,842,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,950,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,457,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,092,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,364,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,315,066 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,014,474 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,300,592 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,898,137 | ExcessFromYear4Amt |
| Excess From Year3 | $2,405,016 | ExcessFromYear3Amt |
| Excess From Year2 | $3,789,723 | ExcessFromYear2Amt |
| Excess From Year1 | $6,842,982 | ExcessFromYear1Amt |
| Excess From Current Year | $2,364,734 | 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 (28 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 | $1,225,000 |
| NEW YORK PRESBYTERIAN | ||||||
| 525 E 68TH ST | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | MEDICAL | $1,275,000 |
| 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 | $600,000 |
| KIPP NY INC | ||||||
| 70 7th Avenue 10th Floo | NEW YORK | NY | 10024 | 509(a)1170(b)(1)(A) | EDUCATION | $150,000 |
| THE CHAPIN SCHOOL | ||||||
| 100 East End Ave | NEW YORK | NY | 10028 | 509(a)1170(b)(1)(A) | EDUCATION | $50,000 |
| 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 | $50,000 |
| MEMORIAL SLOAN KETTERING | ||||||
| PO BOX 27461 | NEW YORK | NY | 10087 | 509(a)1170(b)(1)(A) | MEDICAL | $540,000 |
| 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 | $50,000 |
| MARY'S MEALS | ||||||
| 590 Bloomfield Avenue Box 280 | BLOOMFIELD | NJ | 07003 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $50,000 |
| THE ALFRED DUNHILL LINKS FOUNDATION | ||||||
| 1 Earl Grey Street | EDINBURGH | NY | 10022 | 509(a)1170(b)(1)(A) | COMMUNITY | $20,000 |
| 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 | $50,000 |
| THE EVERGLADES FOUNDATION | ||||||
| 18001 Old Cutler Road Suite 625 | MIAMI | FL | 33157 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $5,000 |
| THE FRESH AIR FUND | ||||||
| 633 3rd Ave | NEW YORK | NY | 10017 | 509(a)1170(b)(1)(A) | ENVIRONMENTAL | $15,000 |
| THE EPISCOPAL SCHOOL IN THE CITY OF NY | ||||||
| 35 E 69th St | NEW YORK | NY | 10021 | 509(a)1170(b)(1)(A) | EDUCATION | $27,500 |
| BAKER INSTITUTE FOR CHILDREN | ||||||
| 2550 HANOVER STREET | PALO ALTO | CA | 94304 | 509(a)1170(b)(1)(A) | MEDICAL | $25,000 |
| JAMES B LEE SCHOLARSHIP | ||||||
| PO BOX 1366 | SOUTHAMPTON | NY | 11969 | 509(a)1170(b)(1)(A) | EDUCATION | $1,000 |
| JEFFERSON AWARDS FOUNDATION | ||||||
| 100 WEST 10th STREET - No 215 | WILMINGTON | DE | 19801 | 509(a)1170(b)(1)(A) | COMMUNITY | $10,000 |
| YMCA OF KAUAI | ||||||
| PO BOX 1786 | LIHUE | HI | 96766 | 509(a)1170(b)(1)(A) | COMMUNITY | $1,000 |
| LIBBY FUND FOR LUNG RESEARCH | ||||||
| 55 W Wacker Drive Suite 1150 | Chicago | IL | 60601 | 509(a)1170(b)(1)(A) | MEDICAL | $10,000 |
| MUSEUM OF THE CITY OF NEW YORK | ||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | 509(a)1170(b)(1)(A) | EDUCATION | $10,000 |
| THE BOYS CLUB OF NEW YORK FUND | ||||||
| 287 EAST 10th STREET | NEW YORK | NY | 10009 | 509(a)1170(b)(1)(A) | HUMANITARIAN | $26,200 |
| ZETA ALPHA ALUMNAE ASSOCIATION | ||||||
| 106 CENTRAL STREET | WELLESLEY HILLS | MA | 02481 | 509(a)1170(b)(1)(A) | EDUCATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,448,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,840,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,840,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,840,680 | 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 | 4 EAST 66TH STREET | NEW YORK | NY | 10065 | $172,500 | Yes (X) | |
| STEPHANIE COLEMAN | |||||||
| 2 | 4 EAST 66TH STREET | NEW YORK | NY | 10065 | $172,500 | Yes (X) | |
| CHARLES P COLEMAN III | |||||||
| 3 | 4 EAST 66TH STREET | NEW YORK | NY | 10065 | $10,007,645 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 391,000 SHARES OF JD.COM | NoncashPropertyDesc |
| Fair Market Value | $10,007,645 | FairMarketValueAmt |
| Received | 2016-12-23 | 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 | $9,750 | $3,750 | $6,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt | BasisBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 40,000 SHARES OF JD.COM | Donated | 2016-03 | $1,065,356 | FMV | $1,065,356 | ||
| 30,000 SHARES OF JD.COM | Donated | 2016-04 | $831,612 | FMV | $831,612 | ||
| 80,000 SHARES OF JD.COM | Donated | 2016-05 | $1,958,448 | FMV | $1,958,448 | ||
| 100,000 SHARES OF JD.COM | Donated | 2016-05 | $2,252,950 | FMV | $2,252,950 | ||
| 1,920.180302 SHARES OF TIGER GLOBAL, LTD. | Purchased | 2016-12 | $1,075,000 | FMV | $297,081 | $777,919 | |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VIII, LP | Purchased | 2016-12 | $877,595 | FMV | $435,078 | $442,517 | 2014-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JD.COM - 406,000 SHARES - AT COST - FMV ON DATE OF RECEIPT | StockNm |
| EOY Book Value | $10,007,645 | EOYBookValueAmt |
| EOYFMV | $10,328,640 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN TIGER GLOBAL LTD | $8,444,854 | $11,223,590 |
| INVESTMENT IN AFRICAN WILDLIFE CAPITAL | $250,000 | $250,000 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-I, LP | $3,895,513 | $6,102,826 |
| INVESTMENT IN ICONIQ STRATEGIC PARTNERS-II B, LP | $3,180,811 | $3,836,718 |
| INVESTMENT IN TIGER GLOBAL LONG OPP, LTD. | $1,425,000 | $1,998,161 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS VIII | $5,305,019 | $8,267,118 |
| INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS IX | $8,000,000 | $7,967,134 |
| INVESTMENT IN TIGER GLOBAL LONG OPP II, LTD. | $2,426,446 | $2,712,017 |
| INVESTMENT IN TIGER GLOBAL PIP X, L.P. | $75,000 | $52,530 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) - JD.COM | Desc |
| Amt | $6,244,725 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEES | $3,000 | $3,000 | |
| BANK CHARGES | $400 | $400 | |
| INVESTMENT EXPENSES | $300 | $300 | |
| NONDEDUCTIBLE EXPENSE | $1,326 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $107,063 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $175,000 | Amt |
Comments