JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202311019349102901
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T10:29:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203291660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean T and Heyward G Pelham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ann cullen | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ann | PersonFirstNm |
| Person Last | cullen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,802,141 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,134,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,022,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,022,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $238,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,322,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,704 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,401,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,266,772 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,995 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $54,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,717 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $79,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $79,578 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,819,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,819,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,984,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,901,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,416,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,212,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,852,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,793,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,793,616 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,278,613 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,753,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,008,525 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,130,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,547,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,802,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $30,130,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,547,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,130,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,547,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,130,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,547,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,130,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,416,572 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,547,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,547,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,322,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,084,123 | CostOrOtherBasisAmt |
| Gain Or Loss | $238,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $238,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,848 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,848 | SubtotalAmt |
| Tax Based On Investment Income | $16,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,582 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,266 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ann P Cullen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chairperson | 1.0 | $0 | $0 | $0 |
| Richard T Pelham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| William H Pelham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $79,578 |
| JP Morgan Chase | |||||
| 270 Park Avenue | NEW YORK | NY | 100172014 | Investment Mgmt | $54,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,751,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $967,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,718,667 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,718,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,227,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,611,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,611,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,848 | TotalTaxAmt |
| Distributable Before Adj | $1,594,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,594,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,594,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,901,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,901,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,594,546 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $552,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $473,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $747,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,977,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,901,373 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,594,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $306,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,283,964 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,283,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $552,503 | ExcessFromYear4Amt |
| Excess From Year3 | $203,336 | ExcessFromYear3Amt |
| Excess From Year2 | $473,892 | ExcessFromYear2Amt |
| Excess From Year1 | $747,406 | ExcessFromYear1Amt |
| Excess From Current Year | $306,827 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC - PRESCOTT CHAPTER | |||||||
| PO BOX 4002900 | DES MOINES | IA | 50340 | N/A | PC | General & Unrestricted | $10,000 |
| ANACOSTIA WATERSHED SOCIETY INC | |||||||
| 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | N/A | PC | General & Unrestricted | $2,500 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST SOUTH | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $25,000 |
| BON SECOURS MERCY HEALTH FOUNDATION - BON SECOURS | |||||||
| ONE ST FRANCIS DR | GREENVILLE | SC | 29601 | N/A | PC | Neuroscience Institute program | $10,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Needs-based scholarship fund | $12,000 |
| CANCER SURVIVORS PARK ALLIANCE | |||||||
| PO BOX 9428 | GREENVILLE | SC | 29604 | N/A | PC | funds for Sculpture/Fountain at Turning Point Plaza | $25,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR DEVELOPMENTAL SERVICES D-B-A CDS | |||||||
| 29 N ACADEMY ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $3,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Charitable Event | $10,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Litigation Program | $75,000 |
| CHILDRENS BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD STE 210 | SHERMAN OAKS | CA | 91403 | N/A | PC | General & Unrestricted | $10,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | Cavalier Annual Fund | $30,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence (C2314) | $100,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Architecture + Health Annual Fund | $7,500 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence - Companion Annual (C2316) | $20,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Excellence Fund for the Director of the School of Architecture - Companion Annual Fund (A3429) | $20,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Excellence Fund for the Director of the School of Architecture Fund | $85,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Clemson Architectural Foundation Companion Annual Fund (B0718) | $20,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Unrestricted Fund for Excellence for Clemson Architectural Foundation (CAF) (Fund #C2316) | $20,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Architecture Scholars Fund | $300,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Emerging Scholars (B2432)Fund | $40,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Annual Companion Fund for Emerging Scholars (Fund #B4429) | $10,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | AAH Dean's Leadership Circle (B1812) Fund | $20,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Emerging Scholars Fund | $100,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Architecture Scholars - Companion Annual Fund (A3814) | $30,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Emerging Scholars - Companion Annual Fund (B4429) | $10,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | AAH Dean's Academic Program/Leadership Circle (Fund #B1812) | $10,000 |
| COMMUNITY FOUNDATION OF GREENVILLE INC | |||||||
| 630 E WASHINGTON ST STE A | GREENVILLE | SC | 29601 | N/A | PC | Charitable Event | $5,000 |
| CONNECTICUT BURNS CARE FOUNDATION INCORPORATED | |||||||
| 601 BOSTON POST RD | MILFORD | CT | 06460 | N/A | PC | General & Unrestricted | $10,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $40,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jean & Heyward Pelham Scholarship Fund | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Nasher Museum of Art Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Sarah P. Duke Gardens Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Duke Gardens (Garden Gateway Capital Campaign Fund) | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | University Libraries Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund Flexible Operating Fund | $20,000 |
| FACES AND VOICES OF RECOVERY GREENVILLE | |||||||
| 355 WOODRUFF RD STE 303 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE NATIONAL ARBORETUM INC | |||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $2,500 |
| GEORGETOWN DAY SCHOOL INC | |||||||
| 4200 DAVENPORT ST NE | WASHINGTON | DC | 20016 | N/A | PC | One GDS Campaign | $20,000 |
| GREATER DC DIAPER BANK | |||||||
| 1532 A ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $5,000 |
| GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) | |||||||
| 101 B AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $25,000 |
| HAPPY HOOVES INC | |||||||
| 4700 DACUSVILLE HWY | MARIETTA | SC | 29661 | N/A | PC | General & Unrestricted | $500 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 42182 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $35,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | the SmartARTS program | $8,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | Open Studios 2022 fund | $8,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| PRINCE GEORGES COUNTY PUBLIC SCHOOLS | |||||||
| 14201 SCHOOL LANE RM 201-J | UPPER MARLBORO | MD | 20772 | N/A | GOV | International Baccalaureate Program at Central High School, Seat Pleasant, MD | $25,000 |
| SAVE A KITTY ATHENS | |||||||
| 229 COUNTY RD 616 | ATHENS | TN | 37303 | N/A | PC | General & Unrestricted | $3,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | N/A | PC | Charitable Event | $10,000 |
| SIGAL MUSIC MUSEUM | |||||||
| 516 BUNCOMBE ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $50,000 |
| SOUTH CAROLINA ARCHITECTURAL FOUNDATION | |||||||
| 1503 MAIN ST C | COLUMBIA | SC | 29201 | N/A | PC | Elevate Capital Campaign | $25,000 |
| SOUTH CAROLINA CHILDRENS THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $50,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $59,000 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | N/A | PC | General & Unrestricted | $32,000 |
| UNITED HOUSING CONNECTIONS | |||||||
| 135 EDINBURGH CT | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $7,500 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $25,000 |
| UNITED STATES PUBLIC INTEREST RESEARCH GROUP EDUCA | |||||||
| 1543 WAZEE ST STE 460 | DENVER | CO | 80202 | N/A | PC | Charitable Event | $12,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | |||||||
| 900 ELKRIDGE LANDING ROAD 3RD FL | LINTHICUM | MD | 21090 | N/A | PC | Roslyn and Leonard Stoler Center for Advanced Medicine program | $100,000 |
| YMCA OF GREENVILLE | |||||||
| 723 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | 2022 CAMPaign - Support of YMCA Camp Greenville | $1,800 |
| YMCA OF GREENVILLE FOUNDATION INC | |||||||
| 723 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | SO I | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,819,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,718 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,022,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $238,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,266,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,266,772 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Heyward Gibbes Pelham Testamentary | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o William Pelham PO Box 8698 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,134,590 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $10,210,194 | $12,711,095 |
| FIDELITY INTERNATL INDEX INSTL | $1,945,555 | $1,865,024 |
| ISHARES 20+ YR TREAS BD | $432,421 | $284,642 |
| ISHARES BARCLAYS US TREASURY B | $289,907 | $292,520 |
| JPM ACCESS MULTI-STRAT FUND II | $3,567,046 | $3,197,647 |
| JPMORGAN BETABUILDERS CANADA E | $731,878 | $847,777 |
| JPMORGAN BETABUILDERS DEVELOPE | $665,663 | $599,417 |
| JPMORGAN BETABUILDERS JAPAN ET | $1,019,773 | $911,650 |
| SIX CIRCLES CREDIT OPPORTUNITI | $953,933 | $904,062 |
| SIX CIRCLES GLOBAL BOND FUND | $1,365,268 | $1,091,008 |
| SIX CIRCLES INTERNATIONAL UNCO | $2,907,320 | $2,747,125 |
| SIX CIRCLES US UNCONSTRAINED E | $3,461,268 | $3,450,374 |
| VANGUARD MORTGAGE-BACKED SEC I | $356,226 | $310,674 |
| VANGUARD TOTAL BOND MARKET ETF | $314,131 | $295,550 |
| VANGUARD TOTAL INTL BD IDX ETF | $533,302 | $499,960 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,995 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $79,578 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $79,578 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $54,717 | Amt |
| Net Investment Income | $54,717 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $12,500 |
| 990-PF Extension for 2021 | $16,200 |