Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)654 MADISON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10065
A Employer identification number

83-0451634
B Telephone number (see instructions)

(516) 883-4306
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$323,953,590J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,993,451
2 Check right arrow.............
3 Interest on savings and temporary cash investments 222,436 222,436  
4 Dividends and interest from securities... 1,466,403 1,466,403  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
14,670,854
b Gross sales price for all assets on line 6a 15,831,753
7 Capital gain net income (from Part IV, line 2)... 14,670,854
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
346,604 346,604  
12 Total. Add lines 1 through 11........ 22,699,748 16,706,297  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
12,927 3,232   9,695
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
98,188 24,547   73,641
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,750 0   80,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
500,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
0    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 30,415 0   30,415
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92,957 40,465   52,492
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 815,237 68,244   246,993
25 Contributions, gifts, grants paid....... 20,076,042 20,076,042
26 Total expenses and disbursements. Add lines 24 and 25 20,891,279 68,244   20,323,035
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,808,469
b Net investment income (if negative, enter -0-) 16,638,053
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 20,505,654 19,300,153 19,300,153
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 75,304,725 Click to see attachment
List of Attached Documents:
// Content
78,649,065 		61,857,886
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 267,193,650 Click to see attachment
List of Attached Documents:
// Content
265,300,852 		242,783,983
14 Land, buildings, and equipment: basis right arrow319,984
Less: accumulated depreciation (attach schedule) right arrow319,984 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,568 		Click to see attachment
List of Attached Documents:
// Content
11,568 		Click to see attachment
List of Attached Documents:
// Content
11,568
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 363,015,597 363,261,638 323,953,590
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 4,226
23 Total liabilities (add lines 17 through 22)......... 0 4,226
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 363,015,597 363,257,412
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 363,015,597 363,257,412
30 Total liabilities and net assets/fund balances (see instructions). 363,015,597 363,261,638
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
363,015,597
2
Enter amount from Part I, line 27a .....................
2
1,808,469
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
364,824,066
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,566,654
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
363,257,412
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 8,096 SHARES OF COUPA SOFTWARE INC. P 2015-05-26 2023-02-28
b 25,608 SHARES OF PROCORE TECHNOLOGIES INC. P 2018-12-05 2023-06-07
c 3,503 SHARES OF COINBASE GLOBAL INC. P 2018-10-26 2023-06-08
d 12,503 SHARES OF TOAST INC. P 2020-02-14 2023-06-08
e 3,197 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-08
2,878 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-09
6,190 SHARES OF PROCORE TECHNOLOGIES INC. P 2018-12-05 2023-06-09
3,089 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-12
2,689 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-13
134,186 SHARES OF NU HOLDINGS LTD. P 2018-12-08 2023-06-14
3,794 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-14
81,422 SHARES OF NU HOLDINGS LTD. P 2018-12-08 2023-06-15
117,843 SHARES OF NU HOLDINGS LTD. P 2018-12-08 2023-06-22
1,613 SHARES OF COINBASE GLOBAL INC. P 2018-10-26 2023-06-23
3,112 SHARES OF FRESHWORKS INC. P 2014-06-06 2023-06-23
48,977 SHARES OF DATADOG INC. P 2015-12-28 2023-06-26
1,890 SHARES OF COINBASE GLOBAL INC. P 2018-10-26 2023-11-02
3,241 SHARES OF DATADOG INC. P 2015-12-28 2023-11-02
3,236 SHARES OF TOAST INC. P 2020-02-14 2023-11-07
8,989 SHARES OF TOAST INC. P 2020-02-14 2023-11-07
22,105 SHARES OF JD.COM INC. D 2015-01-01 2023-11-10
77,664 SHARES OF JD.COM INC. D 2015-01-01 2023-11-13
58,897 SHARES OF JD.COM INC. D 2015-01-01 2023-11-14
18,026 SHARES OF JD.COM INC. D 2015-01-01 2023-11-14
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 655,776 0 135,924 519,852
b 1,650,465 0 271,899 1,378,566
c 184,191 0 126,781 57,410
d 272,035 0 157,067 114,968
e 50,210 0 3,260 46,950
44,911 0 2,935 41,976
400,219 0 15,413 384,806
49,149 0 3,150 45,999
43,951 0 2,742 41,209
981,937 0 13,580 968,357
65,218 0 3,869 61,349
600,972 0 8,240 592,732
882,785 0 11,926 870,859
98,722 0 58,378 40,344
50,315 0 3,173 47,142
4,579,330 0 112,404 4,466,926
157,864 0 68,403 89,461
253,657 0 8,180 245,477
55,990 0 40,652 15,338
153,214 0 112,923 40,291
567,753 0 0 567,753
1,998,167 0 0 1,998,167
1,560,150 0 0 1,560,150
474,772 0 0 474,772
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 519,852
b 0 0 0 1,378,566
c 0 0 0 57,410
d 0 0 0 114,968
e 0 0 0 46,950
0 0 0 41,976
0 0 0 384,806
0 0 0 45,999
0 0 0 41,209
0 0 0 968,357
0 0 0 61,349
0 0 0 592,732
0 0 0 870,859
0 0 0 40,344
0 0 0 47,142
0 0 0 4,466,926
0 0 0 89,461
0 0 0 245,477
0 0 0 15,338
0 0 0 40,291
0 0 0 567,753
0 0 0 1,998,167
0 0 0 1,560,150
0 0 0 474,772
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,670,854
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 231,269
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 231,269
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 231,269
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 680,146
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 800,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -1480146 7 1,480,146
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,248,877
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,248,877 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJOHN T ABLAMSKY Telephone no.right arrow (516) 883-4306

Located atright arrow63 REID AVENUEPORT WASHINGTONNY ZIP+4right arrow11050
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES P COLEMAN III TRUSTEE
5.00 		0 0 0
C/O TIGER GLOBAL 9 WEST 57TH ST 35T
NEW YORK,NY10019
STEPHANIE A COLEMAN TRUSTEE
5.00 		0 0 0
C/O TIGER GLOBAL 9 WEST 57TH ST 35T
NEW YORK,NY10019
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ABLAMSKY COMPANY CPAS TAX & ACCOUNTING 67,000
63 REID AVENUE
PORT WASHINGTON,NY11050
FGS GLOBAL US LLC CONSULTING 75,000
909 THIRD AVENUE 32ND FL
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NOT APPLICABLE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
66,503,750
b
Average of monthly cash balances.......................
1b
21,586,818
c
Fair market value of all other assets (see instructions)................
1c
256,145,444
d
Total (add lines 1a, b, and c).........................
1d
344,236,012
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
344,236,012
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,163,540
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
339,072,472
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,953,624
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
16,953,624
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
231,269
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
231,269
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,722,355
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
16,722,355
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
16,722,355
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
20,323,035
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
20,323,035
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 16,722,355
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 6,779,786
b From 2019...... 2,255,171
c From 2020...... 1,014,593
d From 2021...... 7,628,972
e From 2022...... 0
f Total of lines 3a through e ........ 17,678,522
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 20,323,035
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 16,722,355
e Remaining amount distributed out of corpus 3,600,680
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 21,279,202
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		6,779,786
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		14,499,416
10 Analysis of line 9:
a Excess from 2019.... 2,255,171
b Excess from 2020.... 1,014,593
c Excess from 2021.... 7,628,972
d Excess from 2022.... 0
e Excess from 2023.... 3,600,680
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHARLES P COLEMAN III
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABORTION CARE NETWORK

1300 I ST NW STE 400E
WASHINGTON,DC200053318 		  509(a)1170(b)(1)(A) HUMANITARIAN 125,000

ALL OUR KIN

414A CHAPEL STREET SUITE 100
NEW HAVEN,CT06511 		  509(a)1170(b)(1)(A) HUMANITARIAN 100,000

AMERICAN FRIENDS OF THE ROYAL FOUNDATION

1150 WALNUT AVENUE NO 2FL
NEWTOWN,MA02461 		  509(a)1170(b)(1)(A) EDUCATION 1,280,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		  509(a)1170(b)(1)(A) HUMANITARIAN 25,000

ANIMAL MEDICAL CENTER

510 EAST 62ND STREET
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 10,000

B ROBERT WILLIAMSON JR FOUNDATION

CO CHILTON 300 PARK AVE
NEW YORK,NY10022 		  509(a)1170(b)(1)(A) EDUCATION 10,000

BABY2BABY

5830 W JEFFERSON BLVD
LOS ANGELES,CA90016 		  509(a)1170(b)(1)(A) EDUCATION 150,000

BLACK WOMEN'S BLUEPRINT

271 CADMAN PLZ E STE 2 24713
BROOKLYN,NY112011820 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

BLUE MERIDIAN PARTNERS INC

477 MADISON AVE FL 6
NEW YORK,NY100225827 		  509(a)1170(b)(1)(A) COMMUNITY 2,857,142

CENTER FOR COMMUNITY ALTERNATIVES

115 E JEFFERSON ST
SYRACUSE,NY13202 		  509(a)1170(b)(1)(A) COMMUNITY 200,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE
NEW YORK,NY10022 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 25,000

CHILDREN'S AID

117 WEST 124TH STREET 3RD FLOOR
NEW YORK,NY10027 		  509(a)1170(b)(1)(A) HUMANITARIAN 112,500

COALITION FOR WOMEN'S CANCERS

10 OAK STREET
SOUTHAMPTON,NY11968 		  509(a)1170(b)(1)(A) MEDICAL 2,500

DAWGPATCH BANDITS INC

21 COVE RD
SAG HARBOR,NY11963 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

DIDI HIRSCH PSYCHIATRIC SERVICE

4760 SEPULVEDA BLVD
CULVER CITY,CA90230 		  509(a)1170(b)(1)(A) MEDICAL 2,500

FOOD BANK FOR NEW YORK CITY

355 FOOD CENTER DRIVE
BRONX,NY10474 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

GARDEN OF HOPE

4170 MAIN ST
FLUSHING,NY11355 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

GOOD SHEPHERD SERVICES

305 7TH AVENUE
NEW YORK,NY10001 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

GOODFOUNDATION

306 WEST 37TH STREET 8TH FLOOR
NEW YORK,NY10018 		  509(a)1170(b)(1)(A) COMMUNITY 75,000

HOLY APOSTLES SOUP KITCHEN

296 9TH AVE
NEW YORK,NY10001 		  509(a)1170(b)(1)(A) HUMANITARIAN 2,500

HARLEM CHILDREN'S ZONE

35 EAST 125TH STREET
NEW YORK,NY10035 		  509(a)1170(b)(1)(A) COMMUNITY 1,916,666

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH ST
NEW YORK,NY10021 		  509(a)1170(b)(1)(A) MEDICAL 1,560,000

LAND TO LEARN INC

5109 ROUTE 9W SUITE 1
NEWBURGH,NY12550 		  509(a)1170(b)(1)(A) COMMUNITY 100,000

MEALS ON WHEELS

1550 CRYSTAL DRIVE SUITE 1004
ARLINGTON,VA22202 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) MEDICAL 2,030,000

NEW YORK PRESBYTERIAN FUND INC

525 EAST 68TH STREET BOX 156
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) MEDICAL 125,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY INC

1667 K ST NW STE 550
WASHINGTON,DC20006 		  509(a)1170(b)(1)(A) COMMUNITY 10,000

NATIONAL PHILANTHROPIC TR

165 TOWNSHIP LINE RD STE 1200
JENKINTOWN,PA19046 		  509(a)1170(b)(1)(A) COMMUNITY 2,000,000

NOSH DELIVERS INC

4 HIGHLAND AVE
SEA CLIFF,NY11579 		  509(a)1170(b)(1)(A) COMMUNITY 10,000

NYC KIDS RISE INC

2807 JACKSON AVE FL 5
LONG ISLAND CITY,NY11101 		  509(a)1170(b)(1)(A) COMMUNITY 25,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		  509(a)1170(b)(1)(A) COMMUNITY 250,000

SCHOOL OF LEADERSHIP-AFGHANISTAN INC

700 N OLIVE AVE
WEST PALM BEACH,FL33401 		  509(a)1170(b)(1)(A) EDUCATION 50,000

SPONSORS FOR EDUCATIONAL OPPORTUNITY

55 EXCHANGE PLACE SUITE 601
NEW YORK,NY10005 		  509(a)1170(b)(1)(A) EDUCATION 50,000

SOUTHAMPTON ANIMAL SHELTER FOUNDATION INC

102 OLD RIVERHEAD RD
HAMPTON BAYS,NY11946 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 2,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

220 E 42ND ST
NEW YORK,NY10017 		  509(a)1170(b)(1)(A) MEDICAL 15,001

TECH KIDS UNLIMITED

CO 370 JAY ST 3RD FLOOR
BROOKLYN,NY11201 		  509(a)1170(b)(1)(A) EDUCATION 2,500

THE BONE MARROW FOUNDATION

515 MADISON AVE SUITE 1130
NEW YORK,NY10022 		  509(a)1170(b)(1)(A) MEDICAL 85,000

THE BOYS CLUB OF NEW YORK FUND

91 5TH AVE 7TH FLOOR
NEW YORK,NY10003 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

THE BUCKLEY SCHOOL

113 E 73RD ST
NEW YORK,NY10021 		  509(a)1170(b)(1)(A) EDUCATION 50,000

THE CHAPIN SCHOOL

100 E END AVE
NEW YORK,NY10028 		  509(a)1170(b)(1)(A) EDUCATION 300,000

THE EPISCOPAL SCHOOL

35 EAST 69TH ST
NEW YORK,NY10021 		  509(a)1170(b)(1)(A) EDUCATION 2,500

THE EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 5,000

THE ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) EDUCATION 400,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

104 AIRPORT DR CB 1270
CHAPEL HILL,NC27599 		  509(a)1170(b)(1)(A) EDUCATION 50,000

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481 		  509(a)1170(b)(1)(A) EDUCATION 25,000

THE EAST HARLEM SCHOOL

309 E 103RD ST
NEW YORK,NY10029 		  509(a)1170(b)(1)(A) EDUCATION 265,000

DEERFIELD ACADEMY

7 BOYDEN LN
DEERFIELD,MA01342 		  509(a)1170(b)(1)(A) EDUCATION 100,000

ALBANIAN INSTITUTE

450 LEXINGTON AVENUE UNIT 364
NEW YORK,NY10163 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

ALI FORNEY CENTER

307 W 38TH ST FL 2
NEW YORK,NY10018 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

ABALOBI ICT4FISHERIES

EXPENDITURE RESPONSIBILITY
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) COMMUNITY 200,000

BIODIVERSITY FUNDERS

PO BOX 29361
SAN FRANCISCO,CA94129 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 850

BLACK FARMER FUND INC

228 PARK AVENUE SOUTH
NEW YORK,NY10003 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

BOYS AND GIRLS CLUB OF HARLEM

521 WEST 145TH ST
NEW YORK,NY10031 		  509(a)1170(b)(1)(A) COMMUNITY 6,786

BRILLIANT DETROIT

5675 LARKINS STREET
DETROIT,MI48210 		  509(a)1170(b)(1)(A) COMMUNITY 500,000

BROOKLYN ORG

80 HANSON PLACE 5TH FLOOR
BROOKLYN,NY11217 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

CARBON CREW

PO BOX 123
WATER MILL,NY11976 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 2,500

CEC ARTS LINK

28 HUBERT STREET
NEW YORK,NY10013 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

DARE RUN INC

2520 BATCHELDER STREET
BROOKLYN,NY11235 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

DEBUTANTE COTILLION

450 LEXINGTON AVE 4445
NEW YORK,NY10163 		  509(a)1170(b)(1)(A) COMMUNITY 750

FARM TRAINING COLLECTIVE

228 PARK AVE SOUTH SUITE 18372
NEW YORK,NY10003 		  509(a)1170(b)(1)(A) EDUCATION 50,000

GREENWAVE ORGANIZATION

315 FRONT STREET
NEW HAVEN,CT06513 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 150,000

GROW NYC

PO BOX 2327
NEW YORK,NY10272 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

HARLEM GROWN

127 WEST 127TH STREET
NEW YORK,NY10027 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

HEADSTRONG FOUNDATION

1330 MACDADE BLVD
WOODLYN,PA19094 		  509(a)1170(b)(1)(A) MEDICAL 2,500

HEALTH FEDERAL OF PHILADELPHIA

123 S BROAD ST SUITE 650
PHILADELPHIA,PA19109 		  509(a)1170(b)(1)(A) MEDICAL 950,000

HEMOPHILIA ASSOCIATION NY

131 WEST 33RD STREET SUITE 11D
NEW YORK,NY10001 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

SKY HIGH FARM INC

675 HALL HILL ROAD
PINE PLAINS,NY12567 		  509(a)1170(b)(1)(A) COMMUNITY 75,000

HUDSON RIVER PARK

353 WEST ST PIER 40 2ND FLOOR
NEW YORK,NY10014 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

INSIDE PHILANTHROPY

837 18TH ST
SANTA MONICA,CA90403 		  509(a)1170(b)(1)(A) COMMUNITY 847

KINGS AGAINST VIOLENCE

147 PRINCE STREET
BROOKLYN,NY11201 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

LINEAGE PROJECT

228 PARK AVE S PMB 98592
NEW YORK,NY10003 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

A&M SPORTS ACADEMY

171 WEST 133RD STREET 1B
NEW YORK,NY10030 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

MIDDLE EAST CHILDRENS INSTITUTE INC

63 FOREST AVENUE SUITE 5B
LOCUST VALLEY,NY11560 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  509(a)1170(b)(1)(A) HUMANITARIAN 75,000

MOUNT SINAI

ONE GUSTAVE L LEVY PLACE
BROOKLYN,NY10029 		  509(a)1170(b)(1)(A) MEDICAL 2,500

NATIONAL ABORTION HOTLINE

PO BOX 100
ANNAPOLIS JUNCTION,MD207010416 		  509(a)1170(b)(1)(A) MEDICAL 50,000

NEW YORK PRESBYTERIAN

525 EAST 68TH STREET BOX 156
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) MEDICAL 500

NEW YORK ABORTION ACCESS FUND

FDR STATION BOX 7569
NEW YORK,NY10150 		  509(a)1170(b)(1)(A) MEDICAL 50,000

OCEANS 5

6 WEST 48TH STREET
NEW YORK,NY10036 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 500,000

PAWS OF WAR

127 SMITHTOWN BLVD
NESCONSET,NY11767 		  509(a)1170(b)(1)(A) HUMANITARIAN 2,500

PENNY'S FLIGHT FOUNDATION

65 DUCK POND ROAD
GLEN COVE,NY11542 		  509(a)1170(b)(1)(A) HUMANITARIAN 50,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER STREET
NEW YORK,NY10012 		  509(a)1170(b)(1)(A) MEDICAL 150,000

PROMISE VENTURE STUDIO

160 FOREST AVENUE
PALO ALTO,CA94301 		  509(a)1170(b)(1)(A) EDUCATION 500,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 600
OAKLAND,CA94607 		  509(a)1170(b)(1)(A) MEDICAL 100,000

QUOGUE WILDLIFE REFUGE

3 OLD COUNTRY ROAD
QUOGUE,NY11959 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 2,500

RESOLUTION PROJECT

370 LEXINGTON SUITE 302
NEW YORK,NY10017 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

RESTOR FOUNDATION

EXPENDITURE RESPONSIBILITY
NEW YORK,NY10065 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 400,000

SECOND CHANCE RESCUE

PO BOX 570701
WHITESTONE,NY11357 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 2,500

SMART FROM THE START

68 ANNUNCIATION RD
ROXBURY,MA02120 		  509(a)1170(b)(1)(A) MEDICAL 530,000

SOCIAL TEES ANIMAL RESCUE

443 EAST 9TH STREET
NEW YORK,NY10009 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 7,500

SOROPTIMIST INTERNATIONAL OF STATEN ISLAND

PO BOX 140530
STATEN ISLAND,NY103140530 		  509(a)1170(b)(1)(A) COMMUNITY 2,500

SOUL FIRE FARM INSTITUTE

1972 NY HIGHWAY 2
PETERSBURGH,NY12138 		  509(a)1170(b)(1)(A) COMMUNITY 60,000

SUSTAINABLE OCEAN ALLIANCE INC

1160 BATTERY ST 100
SAN FRANCISCO,CA94111 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 520,000

SUSTENTARE INC

9300 S DADELAND BLVD STE 600
MIAMI,FL33156 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 25,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		  509(a)1170(b)(1)(A) EDUCATION 50,000

THE AMERICAN JEWISH JOINT

220 EAST 42ND STREET 400
NEW YORK,NY10017 		  509(a)1170(b)(1)(A) COMMUNITY 75,000

THE CORBIN HILL FOOD PROJECT

475 RIVERSIDE DRIVE
NEW YORK,NY10115 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

TUNNEL TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  509(a)1170(b)(1)(A) HUMANITARIAN 2,500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  509(a)1170(b)(1)(A) HUMANITARIAN 175,000

YOUNG MEN YOUNG WOMEN'S HEBREW

1395 LEXINGTON AVENUE
NEW YORK,NY10128 		  509(a)1170(b)(1)(A) COMMUNITY 50,000

THE RIVERHEAD FOUNDATION

467 E MAIN ST
RIVERHEAD,NY11901 		  509(a)1170(b)(1)(A) ENVIRONMENTAL 2,500
Total .................................right arrow 3a 20,076,042
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 222,436  
4 Dividends and interest from securities ....     14 1,466,403  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 14,670,854  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME - FROM K-1S 		    14 346,604  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   16,706,297  
13Total. Add line 12, columns (b), (d), and (e)..................
13
16,706,297
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -1,480,146


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
 
Employer identification number

83-0451634
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
  		Employer identification number
83-0451634
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHARLES P COLEMAN III
9 WEST 57TH STREET - 35TH FLOOR
 
NEW YORK, NY10019

$ 5,991,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
  		Employer identification number

83-0451634
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 83,334 SHARES OF FRESHWORKS INC $ 2,000,016 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 238,095 SHARES OF NU HOLDINGS LTD $ 1,992,855 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 31,646 SHARES OF UBER TECHNOLOGIES INC $ 1,998,129 2023-12-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
  		Employer identification number

83-0451634
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ABLAMSKY & COMPANY CPAS ACCOUNTING 67,000 16,750   50,250
ANDERSEN TAX ACCOUNTING 31,188 7,797   23,391

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
F&F 2021-07-01 203,742 0 200DB 7.000000000000 0      
LEASEHOLD IMPROVEMENTS 2021-07-01 116,243 0 SL 15.000000000000 0      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
8,096 SHARES OF COUPA SOFTWARE INC. 2015-05 Purchased 2023-02   655,776 135,924     519,852  
25,608 SHARES OF PROCORE TECHNOLOGIES INC. 2018-12 Purchased 2023-06   1,650,465 271,899     1,378,566  
3,503 SHARES OF COINBASE GLOBAL INC. 2018-10 Purchased 2023-06   184,191 126,781     57,410  
12,503 SHARES OF TOAST INC. 2020-02 Purchased 2023-06   272,035 157,067     114,968  
3,197 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   50,210 3,260     46,950  
2,878 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   44,911 2,935     41,976  
6,190 SHARES OF PROCORE TECHNOLOGIES INC. 2018-12 Purchased 2023-06   400,219 15,413     384,806  
3,089 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   49,149 3,150     45,999  
2,689 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   43,951 2,742     41,209  
134,186 SHARES OF NU HOLDINGS LTD. 2018-12 Purchased 2023-06   981,937 13,580     968,357  
3,794 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   65,218 3,869     61,349  
81,422 SHARES OF NU HOLDINGS LTD. 2018-12 Purchased 2023-06   600,972 8,240     592,732  
117,843 SHARES OF NU HOLDINGS LTD. 2018-12 Purchased 2023-06   882,785 11,926     870,859  
1,613 SHARES OF COINBASE GLOBAL INC. 2018-10 Purchased 2023-06   98,722 58,378     40,344  
3,112 SHARES OF FRESHWORKS INC. 2014-06 Purchased 2023-06   50,315 3,173     47,142  
48,977 SHARES OF DATADOG INC. 2015-12 Purchased 2023-06   4,579,330 112,404     4,466,926  
1,890 SHARES OF COINBASE GLOBAL INC. 2018-10 Purchased 2023-11   157,864 68,403     89,461  
3,241 SHARES OF DATADOG INC. 2015-12 Purchased 2023-11   253,657 8,180     245,477  
3,236 SHARES OF TOAST INC. 2020-02 Purchased 2023-11   55,990 40,652     15,338  
8,989 SHARES OF TOAST INC. 2020-02 Purchased 2023-11   153,214 112,923     40,291  
22,105 SHARES OF JD.COM INC. 2015-01 Donated 2023-11   567,753 0     567,753  
77,664 SHARES OF JD.COM INC. 2015-01 Donated 2023-11   1,998,167 0     1,998,167  
58,897 SHARES OF JD.COM INC. 2015-01 Donated 2023-11   1,560,150 0     1,560,150  
18,026 SHARES OF JD.COM INC. 2015-01 Donated 2023-11   474,772 0     474,772  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Name of Stock End of Year Book Value End of Year Fair Market Value
ADYEN N.V - 2,548 SHARES - AT COST - FMV ON DATE OF RECEIPT 2,864,629 3,283,569
APOLLO GLOBAL MANAGEMENT INC. - 40,474 SHARES - AT COST - FMV ON DATE OF RECEIPT 3,008,417 3,771,772
FRESHWORKS INC. - 94,817 SHARES - AT COST - FMV ON DATE OF RECEIPT 2,011,725 2,227,251
PROCORE TECHNOLOGIES INC - 12,466 SHARES - AT COST - FMV ON DATE OF RECEIPT 69,351 861,512
SALESFORCE.COM INC - 10,616 SHARES - AT COST - FMV ON DATE OF RECEIPT 2,635,740 2,793,494
TOAST INC - 29,452 SHARES - AT COST - FMV ON DATE OF RECEIPT 438,924 537,794
UBER TECHNOLOGIES INC - 80,008 SHARES - AT COST - FMV ON DATE OF RECEIPT 4,243,368 4,926,093
JD.COM - 829,697 SHARES - AT COST - FMV ON DATE OF RECEIPT 36,579,731 23,969,946
MEITUAN - 100,000 SHARES - AT COST - FMV ON DATE OF RECEIPT 494,000 1,048,850
NU HOLDINGS LTD - 767,076 SHARES - AT COST - FMV ON DATE OF RECEIPT 2,046,391 6,389,743
STONECO LTD - 668,212 SHARES - AT COST - FMV ON DATE OF RECEIPT 24,256,789 12,047,862

TY 2023 InvestmentsOtherSchedule2
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN TIGER GLOBAL LTD   39,359,611 51,177,682
INVESTMENT IN AFRICAN WILDLIFE CAPITAL   224,832 224,832
INVESTMENT IN ICONIQ STRATEGIC PARTNERS-B, LP   539,192 597,757
INVESTMENT IN ICONIQ STRATEGIC PARTNERS-II B, LP   2,404,245 7,589,563
INVESTMENT IN TIGER GLOBAL LONG OPP, LTD.   9,487,523 6,806,725
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS VIII   876,892 505,225
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS IX   2,585,165 5,792,424
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS X   10,939,567 16,796,327
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XI   12,486,223 14,274,169
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XII   9,402,826 10,990,601
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XV FEEDER   142,184,661 98,375,295
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XIV   10,510,684 7,809,423
INVESTMENT IN TIGER GLOBAL CROSSOVER CAYMAN   8,000,000 5,532,929
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS 15 LLC   15,800,000 15,800,000
INVESTMENT IN TIGER GLOBAL PRIV INV PARTNERS XVI FEEDER   499,431 511,031

TY 2023 LandEtcSchedule2
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 319,984 319,984 0  


TY 2023 LegalFeesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MORGAN, LEWIS & BOCKIUS LLP LEGAL 5,757 1,439   4,318
PILLSBURY WINTHROP SHAW PITTMAN LLP LEGAL 7,170 1,793   5,377


TY 2023 OtherAssetsSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 11,568 11,568 11,568


TY 2023 OtherDecreasesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Description Amount
BOOK TO TAX ADJUSTMENT 1,566,654


TY 2023 OtherExpensesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEES 1,500 0   1,500
ADR FEES 40,256 40,256   0
BANK SERVICE FEE 209 209   0
TELEPHONE & COMMUNICATION 392 0   392
CHARITABLE EXPENSES 3,196 0   3,196
SOFTWARE EXPENSE 1,290 0   1,290
OFFICE EXPENSE 46,114 0   46,114


TY 2023 OtherIncomeSchedule2
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - FROM K-1S 346,604 346,604  


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TECHSOUP GLOBAL CONSULTING 1,500 0   1,500
FGS GLOBAL US LLC CONSULTING 75,000 0   75,000
MEC INSTITUTE CONSULTING 4,250 0   4,250


TY 2023 TaxesSchedule
Name:
THE CHASE AND STEPHANIE COLEMAN FOUNDATION
EIN:
83-0451634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 500,000 0   0