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 Coleman Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)20 North Wacker Drive 3410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
A Employer identification number

36-3025967
B Telephone number (see instructions)

(312) 902-7120
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$174,975,741J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,133,498 4,133,498  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,457,765
b Gross sales price for all assets on line 6a 131,603,717
7 Capital gain net income (from Part IV, line 2)... 16,379,146
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).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-57,340 -34,568  
12 Total. Add lines 1 through 11........ 20,533,923 20,478,076  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 728,975 0   727,975
14 Other employee salaries and wages...... 323,916 117,939   205,977
15 Pension plans, employee benefits....... 301,570 34,983   273,774
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
82,288 0   75,570
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,961 0   51,961
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
493,455 427,844   73,091
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
312,282 0   0
19 Depreciation (attach schedule) and depletion... 55,930 4,010  
20 Occupancy.............. 123,208 8,834   123,680
21 Travel, conferences, and meetings....... 11,384 62   11,323
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
210,717 150,931   196,198
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,695,686 744,603   1,739,549
25 Contributions, gifts, grants paid....... 9,116,544 7,884,402
26 Total expenses and disbursements. Add lines 24 and 25 11,812,230 744,603   9,623,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,721,693
b Net investment income (if negative, enter -0-) 19,733,473
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............. 2,387,811 1,994,064 1,994,064
2 Savings and temporary cash investments......... 7,538,420 413,476 413,476
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 36,121 33,019 33,019
10a Investments—U.S. and state government obligations (attach schedule) 15,990,777 Click to see attachment
List of Attached Documents:
// Content
5,957,395 		5,957,395
b Investments—corporate stock (attach schedule)....... 103,202,336 Click to see attachment
List of Attached Documents:
// Content
115,017,756 		115,017,756
c Investments—corporate bonds (attach schedule)....... 20,933,723 Click to see attachment
List of Attached Documents:
// Content
41,816,590 		41,816,590
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,128,898 Click to see attachment
List of Attached Documents:
// Content
9,535,049 		9,535,049
14 Land, buildings, and equipment: basis right arrow300,228
Less: accumulated depreciation (attach schedule) right arrow186,128 168,679 114,100 114,100
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
485,806 		Click to see attachment
List of Attached Documents:
// Content
94,292 		Click to see attachment
List of Attached Documents:
// Content
94,292
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 160,872,571 174,975,741 174,975,741
Liabilities 17 Accounts payable and accrued expenses.......... 484,771 122,395
18 Grants payable................. 828,480 2,035,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
164,880 		Click to see attachment
List of Attached Documents:
// Content
327,540
23 Total liabilities (add lines 17 through 22)......... 1,478,131 2,485,435
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........ 159,394,440 172,490,306
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 159,394,440 172,490,306
30 Total liabilities and net assets/fund balances (see instructions). 160,872,571 174,975,741
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
159,394,440
2
Enter amount from Part I, line 27a .....................
2
8,721,693
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,374,173
4
Add lines 1, 2, and 3 ..........................
4
172,490,306
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
172,490,306
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 Publicly Traded Securities      
b Hillcrest Credit and Income Fund II P    
c
d
e
(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 131,569,946   115,145,952 16,423,994
b 33,771   78,619 -44,848
c
d
e
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       16,423,994
b       -44,848
c
d
e
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 16,379,146
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) 1 274,295
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........................... 3 274,295
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- ..... 5 274,295
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,169
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 260,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 301,169
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 9,506
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 17,368
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow17,368 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowIL
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
 
No
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.colemanfoundation.org
14
The books are in care ofright arrowThomas D Trinley Telephone no.right arrow (312) 902-7120

Located atright arrow20 North Wacker Drive 3410ChicagoIL ZIP+4right arrow60606
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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)
 
No
(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
 
 
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
 
 
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
Shelley A Davis President
50.00 		277,474 41,621 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Thomas D Trinley CFO/COO
45.00 		237,001 35,382 0
652 W Washington Blvd Ste 306
Chicago,IL60661
R Michael Furlong Director
6.00 		47,750 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Patricia K Yuzawa-Rubin Director
6.00 		38,750 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Laura A Lane Director
6.00 		32,000 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Alison Fitzgerald Director
6.00 		32,000 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Walter Abrego Barrientos Director
6.00 		32,000 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Esther Barron Director
6.00 		32,000 0 0
651 W Washington Blvd Ste 306
Chicago,IL60661
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
Nathan Stevens Program Officer
40.00 		100,033 14,915 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Erin M Fleming Executive Asst. & Of
40.00 		84,940 12,561 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Jennifer Oh Program Officer
40.00 		78,033 11,705 0
651 W Washington Blvd Ste 306
Chicago,IL60661
Sean Washington Grants Manager
40.00 		68,576 10,250 0
651 W Washington Blvd Ste 306
Chicago,IL60661
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
WCM Investment Management Investment Management 171,369
281 Brooks Street
Laguna Beach,CA92651
Wasmer Schroeder & Company Investment Management 74,609
600 Fifth Avenue Ste 210
Naples,FL34102
Vanguard Investment Management 69,403
PO Box 982903
El Paso,TX79998
C3 Legal Legal Services 67,285
1658 Milwaukee Avenue 305
Chicago,IL60647
Pinnacle Associates Ltd Investment Management 61,203
335 Madison Avenue 11th Floor
New York,NY10017
Total number of others receiving over $50,000 for professional services.............right arrow1
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  
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 arrow0
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
162,551,018
b
Average of monthly cash balances.......................
1b
5,574,917
c
Fair market value of all other assets (see instructions)................
1c
5,000
d
Total (add lines 1a, b, and c).........................
1d
168,130,935
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
0
3
Subtract line 2 from line 1d.........................
3
168,130,935
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,521,964
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
165,608,971
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,280,449
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
8,280,449
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
274,295
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
274,295
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,006,154
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,006,154
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
8,006,154
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
9,623,951
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
1,352
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
9,625,303
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 8,006,154
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 3,090,566
d From 2021...... 1,203,409
e From 2022...... 2,887,554
f Total of lines 3a through e ........ 7,181,529
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,625,303
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 8,006,154
e Remaining amount distributed out of corpus 1,619,149
5 Excess distributions carryover applied to 2023. 0 0
(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 8,800,678
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...... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		8,800,678
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 3,090,566
c Excess from 2021.... 1,203,409
d Excess from 2022.... 2,887,554
e Excess from 2023.... 1,619,149
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Coleman Foundation Inc
651 W Washington Blvd 306
Chicago,IL60661
(312) 902-7120
grants@colemanfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
We invite organizations who share the Foundation's goals to submit an initial approach through a concise letter of inquiry (LOI), including: - A brief description of the organization - A synopsis of the program to be proposed - A clear statement of program/grant objectives and how they will be evaluated - An estimate of the size grant to be proposed or range of proposed funding - A statement of how the program/project will be sustained following the grant period - Contact name and information, including the e-mail address of the project manager for further communication
cAny submission deadlines:
The Foundation accepts letters of inquiry throughout the calendar year.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Grants are made only to organizations that are certified by the Internal Revenue Service (IRS) as tax exempt, non-profit organizations, 501(c)(3) or 509(a)(1), and that are not private foundations. No grants can be made to individuals. The Foundation's primary geographic focus is the Chicago metropolitan area. Only programs within the United States will be considered, which excludes all international programs. For more information please visit www.ColemanFoundation.org
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

Allies for Community Business

135 North Kedzie Avenue
Chicago,IL60612 		  PC General Operating Support - Entrepreneurship 100,000

Allies for Community Business

135 North Kedzie Avenue
Chicago,IL60612 		  PC General Operating Support - Entrepreneurship 2,500

Chicago Horticultural Society

1000 Lake Cook Road
Glencoe,IL60022 		  PC General Operating Support - Entrepreneurship 75,000

Chicago Urban League

4510 South Michigan Avenue
Chicago,IL606533816 		  PC General Operating Support - Entrepreneurship 12,500

Chicago Urban League

4510 South Michigan Avenue
Chicago,IL606533816 		  PC General Operating Support - Entrepreneurship 125,000

Far South Community Development Corporation

837 W 115th Street
Chicago,IL60643 		  PC General Operating Support - Entrepreneurship 100,000

Future Founders Foundation

222 W Merchandise Mart Plaza Suite
1212
Chicago,IL60654 		  PC General Operating Support - Entrepreneurship 9,275

Good Food Catalyst

328 N Albany Ave
Chicago,IL606121718 		  PC General Operating Support - Entrepreneurship 100,000

Good Food Catalyst

328 N Albany Ave
Chicago,IL606121718 		  PC General Operating Support - Entrepreneurship 2,500

Good Food Catalyst

328 N Albany Ave
Chicago,IL606121718 		  PC General Operating Support - Entrepreneurship 5,000

Greater Chatham Initiative

639 E 87th Street Suite 2240
Chicago,IL60619 		  PC General Operating Support - Entrepreneurship 50,000

Greater Englewood Community Development Corporation

815 West 63rd Street 4th Floor
Chicago,IL60621 		  PC General Operating Support - Entrepreneurship 100,000

Greater Southwest Development Corporation

2601 West 63rd Street
Chicago,IL60629 		  PC General Operating Support - Entrepreneurship 100,000

Greater Southwest Development Corporation

2601 West 63rd Street
Chicago,IL60629 		  PC General Operating Support - Entrepreneurship 5,500

Initiative for a Competitive Inner City (ICIC)

PO Box 191297
Roxbury,MA02119 		  PC General Operating Support - Entrepreneurship 50,000

New Covenant Community Development Corporation

2653 W Ogden
Chicago,IL60608 		  PC General Operating Support - Entrepreneurship 50,000

PAWS Chicago

1933 North Marcey Street
Chicago,IL60614 		  PC General Operating Support - Entrepeneurship 30,000

Rogers Park Business Alliance

1448 West Morse Avenue
Chicago,IL60626 		  PC General Operating Support - Entrepreneurship 100,000

Rogers Park Business Alliance

1448 West Morse Avenue
Chicago,IL60626 		  PC General Operating Support - Entrepreneurship 2,500

Rogers Park Business Alliance

1448 West Morse Avenue
Chicago,IL60626 		  PC General Operating Support - Entrepreneurship 12,000

Small Business Majority

1015 15th Street NW Suite 450
Washington,DC20005 		  PC General Operating Support - Entrepreneurship 50,000

South Shore Community Development Corporation

1750 E 71st St
Chicago,IL60649 		  PC General Operating Support - Entrepreneurship 50,000

Southland Development Authority

17730 Oak Park Ave D
Tinley Park,IL60477 		  PC General Operating Support - Entrepreneurship 50,000

Sunshine Enterprises

500 East 61st Street
Chicago,IL60637 		  PC General Operating Support - Entrepreneurship 100,000

Sunshine Enterprises

500 East 61st Street
Chicago,IL60637 		  PC General Operating Support - Entrepreneurship 12,500

University of Notre Dame

1251 N Eddy Street Suite 300
South Bend,IN46617 		  PC General Operating Support - Entrepreneurship 30,000

Urban Juncture Foundation

300 East 51st Street
Chicago,IL60615 		  PC General Operating Support - Entrepreneurship 100,000

West Side Forward

4100 W Ferdinand Street
Chicago,IL60624 		  PC General Operating Support - Entrepreneurship 100,000

West Side Forward

4100 W Ferdinand Street
Chicago,IL60624 		  PC General Operating Support - Entrepreneurship 400

Women's Business Development Center

8 South Michigan Avenue Fourth
Floor
Chicago,IL60603 		  PC General Operating Support - Entrepreneurship 100,000

Women's Business Development Center

8 South Michigan Avenue Fourth
Floor
Chicago,IL60603 		  PC General Operating Support - Entrepreneurship 12,500

YWCA Metropolitan Chicago

1 N LaSalle Street Suite 1700
Chicago,IL60602 		  PC General Operating Support - Entrepreneurship 100,000

ALAS-WINGS

3023 N Clark Street Suite 613
Chicago,IL60657 		  PC General Operating Support - Health 12,500

ALAS-WINGS

3023 N Clark Street Suite 613
Chicago,IL60657 		  PC General Operating Support - Health 25,000

Almost Home Kids

7 S 721 Route 53
Naperville,IL60540 		  PC General Operating Support - Health 12,500

Cal's All Star Angel Foundation Inc

2422 West Main Street Unit 3B
St Charles,IL60175 		  PC General Operating Support - Health 12,500

Camp Kesem National

440 N Barranca Ave 2273
Covina,CA91723 		  PC General Operating Support - Health 12,500

Cancer Support Center

2028 Elm Road
Homewood,IL60430 		  PC General Operating Support - Health 12,500

Cancer Support Center

2028 Elm Road
Homewood,IL60430 		  PC General Operating Support - Health 75,000

Cancer Wellness Center

215 Revere Drive
Northbrook,IL600628010 		  PC General Operating Support - Health 12,500

Cancer Wellness Center

215 Revere Drive
Northbrook,IL600628010 		  PC General Operating Support - Health 50,000

CARES (Chicago Association for Research and Education in Science)

PO Box 250
Hines,IL60141 		  PC General Operating Support - Health 160,000

Children's Oncology Services Inc

213 West Institute Place Suite 410
Chicago,IL60610 		  PC General Operating Support - Health 12,500

Culinary Care

2023 W Saint Paul Avenue Apt 3
Chicago,IL60647 		  PC General Operating Support - Health 12,500

Devices 4 the Disabled

2701 W 36th PL
Chicago,IL60632 		  PC General Operating Support - Health 4,050

Equal Hope

300 South Ashland Avenue Suite 202
Chicago,IL60607 		  PC General Operating Support - Health 150,000

Fox Valley Hands of Hope

200 Whitfield Drive
Geneva,IL60134 		  PC General Operating Support - Health 11,700

Gilda's Club Chicago

537 North Wells Street
Chicago,IL60654 		  PC General Operating Support - Health 12,500

Gilda's Club Chicago

537 North Wells Street
Chicago,IL60654 		  PC General Operating Support - Health 75,000

Health & Medicine Policy Research Group

PO Box 2577
Northbrook,IL60065 		  PC General Operating Support - Health 80,000

Home of Hope Cancer Wellness Center

1637 Plock Dr
Dixon,IL61021 		  PC General Operating Support - Health 8,200

IMD Guest House Foundation

1933 West Polk Street 214 SSR
Building
Chicago,IL60612 		  PC General Operating Support - Health 9,625

Imerman Angels

2001 N Halsted Ste 302
Chicago,IL60614 		  PC General Operating Support - Health 12,500

Imerman Angels

2001 N Halsted Ste 302
Chicago,IL60614 		  PC General Operating Support - Health 25,000

Ingalls Development Foundation

One Ingalls Drive
Harvey,IL60426 		  PC General Operating Support - Health 50,000

Kids Kicking Cancer

27600 Northwestern Highway Suite
220
Southfield,MI48034 		  PC General Operating Support - Health 15,000

La Rabida Children's Hospital

6501 South Promontory Drive East
65th Street at Lake Michigan
Chicago,IL60649 		  PC General Operating Support - Health 100,000

Lemons of Love

433 East Golf Road
Des Plaines,IL60016 		  PC General Operating Support - Health 12,500

Leukemia Research Foundation

191 Waukegan Road Suite 105
Northfield,IL60093 		  PC General Operating Support - Health 12,500

Loyola University Medical Center

2160 South First Avenue
Maywood,IL60153 		  PC General Operating Support - Health 100,000

Northwestern Memorial Foundation

541 North Fairbanks Court Suite 800
Chicago,IL60611 		  PC General Operating Support - Health 5,000

Northwestern Memorial Foundation

541 North Fairbanks Court Suite 800
Chicago,IL60611 		  PC General Operating Support - Health 10,000

OSF Healthcare Little Company of Mary Medical Center

2800 W 95th Street
Evergreen Park,IL60805 		  PC General Operating Support - Health 160,000

Saint Anthony Hospital

2875 West 19th Street
Chicago,IL60623 		  PC General Operating Support - Health 100,000

Sisters Network Chicago Chapter

10727 South Eberhart Avenue
Chicago,IL60628 		  PC General Operating Support - Health 500

Sisters Network Chicago Chapter

10727 South Eberhart Avenue
Chicago,IL60628 		  PC General Operating Support - Health 15,000

The Board of Trustees of the University of Illinois

809 S Marshfield Ave MB 502 M/C 551
Chicgo,IL60612 		  PC General Operating Support - Health 200,000

The Board of Trustees of the University of Illinois

809 S Marshfield Ave MB 502 M/C 551
Chicgo,IL60612 		  PC General Operating Support - Health 2,500

The HAP Foundation

18W140 Butterfield Road Suite 1120
Oakbrook Terrace,IL60181 		  PC General Operating Support - Health 11,250

The HAP Foundation

18W140 Butterfield Road Suite 1120
Oakbrook Terrace,IL60181 		  PC General Operating Support - Health 200,000

True North Treks NFP

2219 Colfax Street
Evanston,IL60201 		  PC General Operating Support - Health 11,000

True North Treks NFP

2219 Colfax Street
Evanston,IL60201 		  PC General Operating Support - Health 25,000

Twist Out Cancer

PO Box 427
Villanova,PA19085 		  PC General Operating Support - Health 12,500

Twist Out Cancer

PO Box 427
Villanova,PA19085 		  PC General Operating Support - Health 25,000

University of Chicago Hospitals

130 East Randolph St
Chicago,IL60601 		  PC General Operating Support - Health 2,500

University of Chicago Medical Center

5841 South Maryland Avenue
Chicago,IL60637 		  PC General Operating Support - Health 200,000

Wellness House

131 North County Line Road
Hinsdale,IL60521 		  PC General Operating Support - Health 12,500

Wellness House

131 North County Line Road
Hinsdale,IL60521 		  PC General Operating Support - Health 75,000

Wellness West

180 N Stetson Suite 600-1
Chicago,IL60601 		  PC General Operating Support - Health 75,000

Wellness West

180 N Stetson Suite 600-1
Chicago,IL60601 		  PC General Operating Support - Health 2,500

Wellness West

180 N Stetson Suite 600-1
Chicago,IL60601 		  PC General Operating Support - Health 100,000

Ada S McKinley Community Services Inc

1359 West Washington Blvd
Chicago,IL60607 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

Anixter Center

1945 W Wilson Suite 3000
Chicago,IL606405256 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Anixter Center

1945 W Wilson Suite 3000
Chicago,IL606405256 		  PC General Operating Support - Intellectual & Developmental Disabilities 75,000

Aspire

1815 S Wolf Road
Hillside,IL60162 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Aspiritech NFP

939 Chicago Avenue
Evanston,IL60202 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Aspiritech NFP

939 Chicago Avenue
Evanston,IL60202 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

Association for Individual Development (AID)

1135 Bowes Road
Elgin,IL60123 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Avenues to Independence

at the Jane and Albert Wohlers
Center 515 Busse Highway
Park Ridge,IL60068 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Barbara Olson Center of Hope

3206 North Central Avenue
Rockford,IL611011756 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Blue Cap

2155 Broadway Street
Blue Island,IL604063097 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Cara Chicago

237 South Desplaines Street
Chicago,IL60661 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Center for Enriched Living

280 Saunders Road
Riverwoods,IL600153835 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Center for Independence through Conductive Education

100 West Plainfield Road Suite 100
Countryside,IL60525 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Center for Independence through Conductive Education

100 West Plainfield Road Suite 100
Countryside,IL60525 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

Center for Independent Futures

1015 Davis Street
Evanston,IL60201 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Clearbrook

1835 West Central Road
Arlington Heights,IL60005 		  PC Program Support - Intellectual & Developmental Disabilities 489,250

Clearbrook

1835 West Central Road
Arlington Heights,IL60005 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Clearbrook

1835 West Central Road
Arlington Heights,IL60005 		  PC Program Support - Intellectual & Developmental Disabilities 100,000

Cornerstone Services Inc

777 Joyce Road
Joliet,IL60436 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

CTF ILLINOIS

18230 Orland Parkway
Orland Park,IL60467 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

CTF ILLINOIS

18230 Orland Parkway
Orland Park,IL60467 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

Donka Inc

400 N County Farm Rd
Wheaton,IL60187 		  PC General Operating Support - Intellectual & Developmental Disabilities 2,625

Easterseals Serving Chicagoland and Greater Rockford

1939 West 13th Street Suite 300
Chicago,IL606081226 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

El Valor Corporation

1850 West 21st Street
Chicago,IL60608 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

Elim Christian Services

13020 South Central Avenue
Crestwood,IL60418 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Empowering Gardens Inc

624 North Lombard
Oak Park,IL60302 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Envision Unlimited

8 South Michigan Avenue Suite 1700
Chicago,IL60603 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Esperanza Community Services

520 North Marshfield Avenue
Chicago,IL60622 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Garden Center Services

8333 S Austin Ave
Burbank,IL60459 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Gateway to Learning

4925 North Lincoln Avenue
Chicago,IL606252609 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Good Shepherd Manor

PO Box 260 4129 North State Route
1-17
Momence,IL60954 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Have Dreams

515 Busse Highway Suite 150
Park Ridge,IL60068 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Helping Hand

9649 West 55th Street
Countryside,IL60525 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Infant Welfare Society of Chicago

3600 W Fullerton Avenue
Chicago,IL60647 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

Institute on Public Policy for People with Disabilities

3638 West 111 St PO Box 557922
chicago,IL60655 		  NC General Operating Support - Intellectual & Developmental Disabilities 25,000

Keystone Alliance

1925 N Clybourn Ave Ste 201
Chicago,IL60614 		  SO II General Operating Support - Intellectual & Developmental Disabilities 2,500

Keystone Alliance

1925 N Clybourn Ave Ste 201
Chicago,IL60614 		  SO II Program Support - Intellectual & Developmental Disabilities 191,000

L'Arche Chicago

7313 Madison Street
Forest Park,IL60130 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Lambs Farm

PO Box 520 14245 West Rockland Road
Libertyville,IL600480520 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Little City Foundation

1760 West Algonquin Road
Palatine,IL600674799 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Maine-Niles Association of Special Recreation

6820 West Dempster Street
Morton Grove,IL60053 		  PC General Operating Support - Intellectual & Developmental Disabilities 4,600

Misericordia Foundation

6300 North Ridge Avenue
Chicago,IL60660 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Oak-Leyden Developmental Services

411 Chicago Avenue
Oak Park,IL60302 		  PC General Operating Support - Intellectual & Developmental Disabilities 11,250

Orchard Village

7660 Gross Point Road
Skokie,IL60077 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Our Place of New Trier Township

370 Chestnut
Winnetka,IL60093 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Park Lawn School and Activity Center

10833 South LaPorte Avenue
Oak Lawn,IL60453 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Sertoma Centre Inc

4343 W 123rd ST
Alsip,IL608031807 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Shore Community Services Inc

8350 Laramie Avenue
Skokie,IL60077 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Soaring Eagle Academy

800 Parkview Boulevard
Lombard,IL60148 		  PC General Operating Support - Intellectual & Developmental Disabilities 7,100

South Chicago Parents and Friends

Cap Center Administrative Services
10241 South Commercial
Chicago,IL60617 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

STARS Family Services

PO Box 1388
Wheaton,IL60187 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

The Arc of Illinois

9980 190th Street Suite C
Mokena,IL60448 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

The Arts of Life

Arts of Life - Chicago Studio 2010
West Carroll Avenue
Chicago,IL60612 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

The Arts of Life

Arts of Life - Chicago Studio 2010
West Carroll Avenue
Chicago,IL60612 		  PC General Operating Support - Intellectual & Developmental Disabilities 120,000

The Douglas Center

3445 Howard Avenue
Skokie,IL60076 		  PC General Operating Support - Intellectual & Developmental Disabilities 2,975

Turning Pointe Autism Foundation

1500 West Ogden Avenue
Naperville,IL60540 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

United Cerebral Palsy Seguin of Greater Chicago

3100 South Central Avenue
Cicero,IL608043956 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Urban Autism Solutions

1212 West Flournoy Street
Chicago,IL60607 		  PC General Operating Support - Intellectual & Developmental Disabilities 6,150

Urban Autism Solutions

1212 West Flournoy Street
Chicago,IL60607 		  PC General Operating Support - Intellectual & Developmental Disabilities 125,000

Western DuPage Special Recreation Association Foundation

116 North Schmale Road
Carol Stream,IL60188 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Clearbrook

1835 West Central Road
Arlington Heights,IL60005 		  PC General Operating Support - Intellectual & Developmental Disabilities 2,500

Clearbrook

1835 West Central Road
Arlington Heights,IL60005 		  PC General Operating Support - Intellectual & Developmental Disabilities 14,230

Ray Graham Association

901 Warrenville Road Suite 500
Lisle,IL60532 		  PC General Operating Support - Intellectual & Developmental Disabilities 12,500

Ray Graham Association

901 Warrenville Road Suite 500
Lisle,IL60532 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

Sertoma Star Services

1005 West End Avenue
Chicago Heights,IL604112742 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

The Arc of Illinois

9980 190th Street Suite C
Mokena,IL60448 		  PC General Operating Support - Intellectual & Developmental Disabilities 2,500

A Safe Place

2710 17th Street Suite 100
Zion,IL60099 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Above and Beyond Family Recovery Center

2942 W Lake Street
Chicago,IL60612 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 2,500

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Almost Home Kids

7 S 721 Route 53
Naperville,IL60540 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 10,000

Asian American Chamber of Commerce of Illinois

5415 N Clark St
Chicago,IL60640 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 20,000

Asian Americans Advancing Justice l Chicago

4716 N Broadway
Chicago,IL60640 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 3,000

Carole Robertson Center for Learning

1111 South Western Avenue Suite B
Chicago,IL60612 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Center for Humans and Nature

17660 West Casey Road
Libertyville,IL60048 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 2,500

Mercy for Animals Inc

8033 Sunset Blvd
Los Angeles,CA90046 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Chicago Foundation for Women

140 South Dearborn Street Suite 400
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Chicago Foundation for Women

140 South Dearborn Street Suite 400
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 3,000

Connections for the Homeless

2121 Dewey Avenue
Evanston,IL602013057 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Crate Free Illinois

14089 Palisades Avenue
Huntley,IL60142 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 8,000

Education Equity Fund NFP

430 W Webster Ave Unit A
Chicago,IL60614 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Fernwood Inc

PO Box 257
Buchanan,MI49107 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Figueroa Wu Family Foundation

2600 W 21st St
Chicago,IL60608 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Full Spectrum Features

2000 S California Ave
Chicago,IL60608 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Gads Hill Center

1919 West Cullerton Street
Chicago,IL606082297 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Green City Market

3057 N Rockwell St Building 6 Floor
2
Chicago,IL60618 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Greener By Default

1519 Warren Blvd Unit 503 PMB 175
Chicago,IL60607 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Gyrls in the HOOD Foundation

944 W 71st St
Chicago,IL60621 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Jewish Family Services of Colorado

3201 S Tamarac Dr
Denver,CO80231 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 2,000

Kids First Chicago

21 S Clark St Suite 4301
Chicago,IL60603 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Material Innovation Initiative

952 School Street Suite 175
Napa,CA94559 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Near Southside Employment Coal

2649 Pestalozzi Street
St Louis,MO63118 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 1,000

New Roots Institute (Factory Farming Awareness Coalition)

2108 N ST STE 8197
Sacramento,CA95816 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 40,000

North Lawndale Community Coordinating Council

2653 W Ogden Ave
Chicago,IL60608 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

One Tail at a Time

2020 North California Suite 7 152
Chicago,IL60647 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 40,000

Physical Theater Festival Incorporated

1403 W Wolfram Street
Chicago,IL60657 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 1,500

Pilot Light

1516 W Carroll Ave Ste 1
Chicago,IL60607 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 10,000

Reader Institute for Community Journalism

2930 S Michigan Ave
Chicago,IL60616 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 7,000

Resilience Partners

4455 S King Drive
Chicago,IL60653 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

ReVive Center for Housing and Healing

1668 West Ogden Avenue
Chicago,IL606123249 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 2,500

The Good Food Institute

PO Box 96503 PMB 42019
Washington,DC200906503 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

The Tibet Fund

241 East 32nd Street
New York,NY10016 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

University of Illinois Foundation

818 S Wolcott Ave
Chicago,IL60612 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 20,000

University of Northern Iowa

UNI Foundation 121 Commons
Cedar Falls,IA506140239 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 8,000

Vassar College

124 Raymond Avenue - Box 12
Poughkeepsie,NY126040012 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 5,000

Veggie Mijas Chicago

1380 Monroe Street NW 222
Washington,DC20010 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 15,000

Wellesley College

106 Central Street
Wellesley,MA02481 		  PC Grants made at the discretion of Board Members to qualified publicly-supported charities 2,500

PACTT Learning Center

7101 North Greenview Avenue
Chicago,IL60626 		  PC Other - General Operating Support 12,500

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Other - General Operating Support 50,000

Quad Communities Development Corporation

4210 South Berkeley Avenue
Chicago,IL606533012 		  PC Other - General Operating Support 10,000

Chicago Community Foundation

33 S State Street Suite 750
Chicago,IL60603 		  PC Other - General Operating Support 50,000

Sarah's Inn

1547 Circle Avenue
Forest Park,IL60130 		  PC Other - General Operating Support 12,500

A Safe Haven Foundation

2750 West Roosevelt Road
Chicago,IL606081094 		  PC Other - General Operating Support 6,650

Designs For Dignity

4311 S Western Boulevard
Chicago,IL60609 		  PC Other - General Operating Support 12,500

Forefront

208 South LaSalle Street Suite 1540
Chicago,IL606041006 		  PC Other - General Operating Support 5,000

A Safe Place

2710 17th Street Suite 100
Zion,IL60099 		  PC Other - General Operating Support 12,500

Crossroads Fund

3411 W Diversey Avenue 20
Chicago,IL60647 		  PC Other - General Operating Support 50,000

Riverside Foundation

14588 West Highway 22
Lincolnshire,IL60069 		  PC Other - General Operating Support 12,500

St Coletta's of Illinois Inc

18350 Crossing Drive
Tinley Park,IL60487 		  PC Other - General Operating Support 12,500

PEAK Grantmaking

1701 Pennsylvania Ave NW Suite 200
DC,WA20006 		  PC Other - General Operating Support 2,250

Opportunity Knocks

8020 Madison Street
River Forest,IL60305 		  PC Other - General Operating Support 12,500

PAWS Chicago

1933 North Marcey Street
Chicago,IL60614 		  PC Other - General Operating Support 12,500

Search Inc

1925 North Clybourn Avenue Suite
200
Chicago,IL60614 		  PC Other - General Operating Support 12,500

Trinity Services Inc

301 Veterans Parkway
New Lenox,IL60451 		  PC Other - General Operating Support 12,500

Matching Gifts - Details available upon request

20 North Wacker Drive
Chicago,IL60606 		  PC Program Support 86,822
Total .................................right arrow 3a 7,884,402
bApproved for future payment

Advocates for Community Wellness
8101 S Honore St
Chicago,IL60620 		  PC Program Support - Health and Rehabilitation 25,000

AllianceChicago
225 W Illinois Street Suite 500
Chicago,IL60654 		  PC General Operating Support 25,000

Animal Outlook
PO Box 9773
Washington,DC20016 		  PC General Operating Support 25,000

Blue Cap
2155 Broadway Street
Blue Island,IL604063097 		  PC General Operating Support - Intellectual & Developmental Disabilities 80,000

Cactus Cancer Society
2323 Broadway
Oakland,CA94612 		  PC General Operating Support - Health and Rehabilitation 25,000

Center for Disaster Philanthropy Inc
One Thomas Circle NW Suite 700
Washington,DC20005 		  PC General Operating Support - Other - General Operating Support 100,000

Center for Food Equity in Medicine
POBox 182
Flossmoor,IL60422 		  PC General Operating Support - Health and Rehabilitation 15,000

Chicago Community Foundation
33 S State Street Suite 750
Chicago,IL60603 		  PC General Operating Support 250,000

Chinese Mutual Aid Association Inc
1016 w argyle st
Chicago,IL60640 		  PC General Operating Support 50,000

Community Health
2611 W Chicago Ave
Chicago,IL60622 		  PC General Operating Support 25,000

Culinary Care
2023 W Saint Paul Avenue Apt 3
Chicago,IL60647 		  PC General Operating Support - Health 25,000

Devices 4 the Disabled
2701 W 36th PL
Chicago,IL60632 		  PC General Operating Support - Health 50,000

Economic Strategies Development Corporation
1843 South Carpenter Street
Chicago,IL60608 		  PC General Operating Support - Entrepreneurship 75,000

Equip for Equality Inc
20 Michigan Ave 300
Chicago,IL60602 		  PC General Operating Support 100,000

Food for Climate League Inc
2030 Maple Ave
Evanston,IL60201 		  PC General Operating Support 25,000

Foundation of Little Village
2501 S Trumbull Ave
Chicago,IL60623 		  PC General Operating Support - Entrepreneurship 100,000

Gateway to Learning
4925 North Lincoln Avenue
Chicago,IL606252609 		  PC General Operating Support - Intellectual & Developmental Disabilities 100,000

Illinois Association of Rehabilitation Facilities Inc
206 S 6th St
Springfield,IL62701 		  PC General Operating Support 100,000

JAPANESE AMERICAN NATIONAL MUSEUM
100 N Central Av
Los Angeles,CA90012 		  PC General Operating Support 3,000

Lemons of Love
433 East Golf Road
Des Plaines,IL60016 		  PC General Operating Support - Health 25,000

Little City Foundation
1760 West Algonquin Road
Palatine,IL600674799 		  PC General Operating Support - Intellectual & Developmental Disabilities 125,000

National Disability Institute Inc
1667 K Street Northwest Suite 640
Washington,DC20005 		  PC General Operating Support 100,000

New York University
726 Broadway 3rd Floor
NEW YORK,NY10003 		  PC General Operating Support 2,500

Northwest Side Community Development Corporation
5233 West Diversey Avenue
Chicago,IL60639 		  PC General Operating Support - Entrepreneurship 100,000

Northwestern University Settlement Association
1400 W Augusta Blvd
Chicago,IL60642 		  PC Program Support - Grants made at the discretion of Board Members to qualified publicly-supported charities 40,000

Planned Parenthood of Illinois
17 N Lasalle St Suite 500
Chicago,IL60603 		  PC General Operating Support - Grants made at the discretion of Board Members to qualified publicly-supported charities 25,000

Puerto Rican Cultural Center
2546 W Division Street
Chicago,IL60622 		  PC Program Support - Entrepreneurship 100,000

South Side Healthy Community Organization
1000 E 111th St
Chicago,IL60628 		  PC General Operating Support 250,000

Urban Growers Collective
1200 W 35th St Box 118
Chicago,IL60608 		  PC General Operating Support 50,000

Will's Place
7927 Lincoln Ave
SKOKIE,IL60077 		  PC General Operating Support 5,000
Total ................................. right arrow 3b 2,020,500
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 ........... 		         
4 Dividends and interest from securities ....     14 4,133,498  
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 16,457,765  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBrickman Blackstone Square 		    14 80,000  
bPortfolio Advisors Fund     14 -137,340  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 20,533,923 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
20,533,923
(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:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting and Auditing Expense 51,961 0   51,961

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Name of Bond End of Year Book Value End of Year Fair Market Value
Vanguard Total Bond Market Index Fund Institutional Shares 15,848,950 15,848,950
Vanguard Total International Bond Index Fund Institutional Shares 10,856,003 10,856,003
Vanguard Short-Term Investment-Grade Fund Institutional Shares 5,298,430 5,298,430
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares 4,170,196 4,170,196
Vanguard Long-Term Investment-Grade Fund Admiral Shares 2,966,536 2,966,536
Morgan Stanley 3.875% 29 Apr 2024 696,107 696,107
Wells Fargo & Co 3.75% 24 Jan 2024 629,147 629,147
PNC Financial Services Group Inc/The 2.2% 01 Nov 2024 583,248 583,248
Mitsubishi UFJ Financial Group, INC. 3.407% 03/07/2024 SR Lien 95,632 95,632
BAT CAPITAL CORP 2.789% 09/06/2024 SR LIEN 88,962 88,962
Bank of America Corp 4.2% 26 Aug 2024 84,200 84,200
General Motors Financial Company, Inc. 5.1% 01/17/2024 SR Lien M-W+40.00BP 76,715 76,715
FOX CORPORATION 4.03% 01/25/2024 SER WI SR LIEN 76,219 76,219
Bank of Nova Scotia (THE) 3.4% 02/11/2024 SR Lien 75,761 75,761
American Tower Corporation 0.6% 01/15/2024 SR Lien 75,062 75,062
Philip Morris International Inc. 2.875% 05/01/2024 SR Lien 69,684 69,684
Charles Schwab Corporation (THE) FRN 03/18/2024 Sofrrate O/N +50.00BP SR Lie 65,987 65,987
B.A.T. CAPITAL CORPORATION 3.222% 08/15/2024 USD SER WI SR LIEN 59,751 59,751

TY 2023 InvestmentsCorpStockSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Name of Stock End of Year Book Value End of Year Fair Market Value
VITSX Vanguard Total Stock Market Index Fund Institutional Shares 69,376,119 69,376,119
VTSNX Vanguard Total International Stock Index Fund Institutional Shares 45,641,637 45,641,637

TY 2023 InvestmentsGovtObligationsSch
Name:
The Coleman Foundation Inc
EIN:
36-3025967
US Government Securities - End of Year Book Value:

5,957,395
US Government Securities - End of Year Fair Market Value:

5,957,395
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS LAUNCH OPPS OFFSHORE SCSP FMV 4,416,907 4,416,907
BRICKMAN FUND VII FMV 2,448,395 2,448,395
HILLCREST CREDIT AND INCOME FUND II LP FMV 1,352,014 1,352,014
BROAD STREET REAL ESTATE CREDIT PARTNERS II FMV 458,216 458,216
PORTFOLIO ADVISORS PRIVATE EQUITY FUND V OFFSHORE LP FMV 363,896 363,896
PORTFOLIO ADVISORS PRIVATE EQUITY FUND IV OFFSHORE LP FMV 258,332 258,332
BRICKMAN FUND V, LP FMV 168,678 168,678
PORTFOLIO ADVISORS SECONDARY FUND OFFSHORE LP FMV 50,169 50,169
BRICKMAN FUND VI, LP FMV 18,442 18,442

TY 2023 LegalFeesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Expense 82,288 0   75,570


TY 2023 OtherAssetsSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Rent Deposit 5,000 5,000 5,000
Accrued Interest & Dividends 273,998 41,239 41,239
Right of Use Asset 159,936 48,053 48,053
Excise Tax Receivable 46,872 0 0


TY 2023 OtherExpensesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Computer and Database Support 60,955 0   60,082
Dues and Memberships 12,055 1,257   9,454
Electricity 3,234 232   3,002
Insurance 11,762 0   11,762
Meals 12,952 0   12,952
Office Supplies 68,296 1,490   63,399
Partnership Investment Expenses 0 144,798   0
Postage 2,546 183   2,363
Seminars Fee Expense 22,582 1,800   18,021
Telephone 8,017 575   7,442
Website and Internet Expense 8,318 596   7,721


TY 2023 OtherIncomeSchedule2
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Hillcrest Credit and Income 0 116,233 0
Brickman Blackstone Square 80,000 -13,461 80,000
Portfolio Advisors Fund -137,340 -137,340 -137,340


TY 2023 OtherIncreasesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Description Amount
Unrealized Gain 4,344,052
Grant Refunds and Recissions 30,121


TY 2023 OtherLiabilitiesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Description Beginning of Year - Book Value End of Year - Book Value
Lease Liability 164,880 327,540


TY 2023 OtherProfessionalFeesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Services and Custody Charges 32,601 32,601   0
Investment Management Fees 382,413 382,413   0
Consulting Services 78,441 12,830   73,091


TY 2023 TaxesSchedule
Name:
The Coleman Foundation Inc
EIN:
36-3025967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UBIT Taxes 19,584 0   0
Federal Excise Tax 292,698 0   0