2023-04-11T10:29:29-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 203291660 Jean T and Heyward G Pelham Foundation % Foundation Source JEAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ann cullen trustee 8008391754 2023-04-08 true ann cullen 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 32802141 X 2134590 5718 5718 1022350 1022350 238704 4322827 238704 3401362 1266772 0 1995 0 0 1995 54717 54717 28700 79578 79578 164990 54717 0 81573 1819800 1819800 1984790 54717 0 1901373 1416572 1212055 2852316 2793616 2793616 27278613 28753885 30008525 30130929 31547501 32802141 0 0 X 30130929 31547501 30130929 31547501 30130929 31547501 30130929 1416572 31547501 31547501 Publicly-traded Securities 4322827 4084123 238704 238704 238704 16848 16848 16848 12582 0 12582 X 0 4266 false false false false false false false true true SC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 79578 JP Morgan Chase 270 Park Avenue NEW YORK NY 100172014 Investment Mgmt 54717 31751153 967514 0 32718667 0 32718667 490780 32227887 1611394 1611394 16848 16848 1594546 1594546 1594546 1901373 0 0 0 0 1901373 1594546 2020 2019 2018 552503 203336 473892 747406 1977137 1901373 1594546 306827 2283964 0 2283964 552503 203336 473892 747406 306827 NONE X AMERICAN HEART ASSOCIATION INC - PRESCOTT CHAPTER PO BOX 4002900 DES MOINES IA 50340 N/A PC General & Unrestricted 10000 ANACOSTIA WATERSHED SOCIETY INC 4302 BALTIMORE AVE BLADENSBURG MD 20710 N/A PC General & Unrestricted 2500 ARLINGTON FREE CLINIC INC 2921 11TH ST SOUTH ARLINGTON VA 22204 N/A PC General & Unrestricted 25000 BON SECOURS MERCY HEALTH FOUNDATION - BON SECOURS ONE ST FRANCIS DR GREENVILLE SC 29601 N/A PC Neuroscience Institute program 10000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC Needs-based scholarship fund 12000 CANCER SURVIVORS PARK ALLIANCE PO BOX 9428 GREENVILLE SC 29604 N/A PC funds for Sculpture/Fountain at Turning Point Plaza 25000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NE WASHINGTON DC 20017 N/A PC General & Unrestricted 5000 CENTER FOR DEVELOPMENTAL SERVICES D-B-A CDS 29 N ACADEMY ST GREENVILLE SC 29601 N/A PC General & Unrestricted 3000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Charitable Event 10000 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC Litigation Program 75000 CHILDRENS BURN FOUNDATION 5000 VAN NUYS BLVD STE 210 SHERMAN OAKS CA 91403 N/A PC General & Unrestricted 10000 CHRIST CHURCH EPISCOPAL SCHOOL 245 CAVALIER DR GREENVILLE SC 29607 N/A PC Cavalier Annual Fund 30000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence (C2314) 100000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Architecture + Health Annual Fund 7500 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) 20000 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) 20000 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 85000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Clemson Architectural Foundation Companion Annual Fund (B0718) 20000 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) 20000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Architecture Scholars Fund 300000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Emerging Scholars (B2432)Fund 40000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Annual Companion Fund for Emerging Scholars (Fund #B4429) 10000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC AAH Dean's Leadership Circle (B1812) Fund 20000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Emerging Scholars Fund 100000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Architecture Scholars - Companion Annual Fund (A3814) 30000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Pelham Foundation Endowment for Emerging Scholars - Companion Annual Fund (B4429) 10000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC AAH Dean's Academic Program/Leadership Circle (Fund #B1812) 10000 COMMUNITY FOUNDATION OF GREENVILLE INC 630 E WASHINGTON ST STE A GREENVILLE SC 29601 N/A PC Charitable Event 5000 CONNECTICUT BURNS CARE FOUNDATION INCORPORATED 601 BOSTON POST RD MILFORD CT 06460 N/A PC General & Unrestricted 10000 DUKE STUDENT PUBLISHING COMPANY INC 101 W UNION BLDG BOX 90858 DURHAM NC 27708 N/A PC General & Unrestricted 40000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Jean & Heyward Pelham Scholarship Fund 100000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Nasher Museum of Art Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Sarah P. Duke Gardens Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Duke Gardens (Garden Gateway Capital Campaign Fund) 100000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC University Libraries Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Trinity College Annual Fund Flexible Operating Fund 20000 FACES AND VOICES OF RECOVERY GREENVILLE 355 WOODRUFF RD STE 303 GREENVILLE SC 29607 N/A PC General & Unrestricted 5000 FRIENDS OF THE NATIONAL ARBORETUM INC 3501 NEW YORK AVE NE WASHINGTON DC 20002 N/A PC General & Unrestricted 2500 GEORGETOWN DAY SCHOOL INC 4200 DAVENPORT ST NE WASHINGTON DC 20016 N/A PC One GDS Campaign 20000 GREATER DC DIAPER BANK 1532 A ST NE WASHINGTON DC 20002 N/A PC General & Unrestricted 5000 GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 25000 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 35000 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 N/A PC the SmartARTS program 8000 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 N/A PC Open Studios 2022 fund 8000 PEACE CENTER FOUNDATION 101 WEST BROAD ST GREENVILLE SC 29601 N/A PC General & Unrestricted 10000 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 25000 SAVE A KITTY ATHENS 229 COUNTY RD 616 ATHENS TN 37303 N/A PC General & Unrestricted 3000 SHOES THAT FIT 1420 N CLAREMONT BLVD STE 204A CLAREMONT CA 91711 N/A PC Charitable Event 10000 SIGAL MUSIC MUSEUM 516 BUNCOMBE ST GREENVILLE SC 29601 N/A PC General & Unrestricted 5000 SIGNATURE THEATRE INC 4200 CAMPBELL AVE ARLINGTON VA 22206 N/A PC General & Unrestricted 50000 SOUTH CAROLINA ARCHITECTURAL FOUNDATION 1503 MAIN ST C COLUMBIA SC 29201 N/A PC Elevate Capital Campaign 25000 SOUTH CAROLINA CHILDRENS THEATRE PO BOX 9340 GREENVILLE SC 29604 N/A PC General & Unrestricted 50000 THE WAREHOUSE THEATRE 37 AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 59000 UNITED HELP UKRAINE PO BOX 83426 GAITHERSBURG MD 20878 N/A PC General & Unrestricted 32000 UNITED HOUSING CONNECTIONS 135 EDINBURGH CT GREENVILLE SC 29607 N/A PC General & Unrestricted 7500 UNITED MINISTRIES 606 PENDLETON ST GREENVILLE SC 29601 N/A PC General & Unrestricted 25000 UNITED STATES PUBLIC INTEREST RESEARCH GROUP EDUCA 1543 WAZEE ST STE 460 DENVER CO 80202 N/A PC Charitable Event 12000 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 100000 YMCA OF GREENVILLE 723 CLEVELAND ST GREENVILLE SC 29601 N/A PC 2022 CAMPaign - Support of YMCA Camp Greenville 1800 YMCA OF GREENVILLE FOUNDATION INC 723 CLEVELAND ST GREENVILLE SC 29601 N/A SO I General & Unrestricted 3000 1819800 14 5718 14 1022350 18 238704 1266772 1266772 false false false false false false false false false false X X 1 Heyward Gibbes Pelham Testamentary c/o William Pelham PO Box 8698 Greenville SC 29604 2134590 X FIDELITY 500 INDEX FUND 10210194 12711095 FIDELITY INTERNATL INDEX INSTL 1945555 1865024 ISHARES 20+ YR TREAS BD 432421 284642 ISHARES BARCLAYS US TREASURY B 289907 292520 JPM ACCESS MULTI-STRAT FUND II 3567046 3197647 JPMORGAN BETABUILDERS CANADA E 731878 847777 JPMORGAN BETABUILDERS DEVELOPE 665663 599417 JPMORGAN BETABUILDERS JAPAN ET 1019773 911650 SIX CIRCLES CREDIT OPPORTUNITI 953933 904062 SIX CIRCLES GLOBAL BOND FUND 1365268 1091008 SIX CIRCLES INTERNATIONAL UNCO 2907320 2747125 SIX CIRCLES US UNCONSTRAINED E 3461268 3450374 VANGUARD MORTGAGE-BACKED SEC I 356226 310674 VANGUARD TOTAL BOND MARKET ETF 314131 295550 VANGUARD TOTAL INTL BD IDX ETF 533302 499960 General Consultations 1995 1995 Administrative Fees 79578 79578 Investment Management Services 54717 54717 990-PF Estimated Tax for 2022 12500 990-PF Extension for 2021 16200