JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-30
- IRS object ID
- 202202429349100915
- Schema version
- 2021v4.2
- 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 | 2022-08-30T12:38:57-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 PELHAM CULLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN PELHAM | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,992,648 | 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 | $1,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,096,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,096,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,431,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,476,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,431,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,664,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,530,268 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $160 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,939 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,690 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $78,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $78,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,365,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,365,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,521,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,443,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,143,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,476,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,005,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,852,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,852,316 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $11,386 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $24,970,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,278,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,140,332 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,987,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,130,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,992,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,987,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,130,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,987,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,130,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,987,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,130,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,987,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,143,527 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,130,929 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,130,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $6,476,684 | $5,044,619 | $1,432,065 | $1,432,065 |
| CAPITAL LOSS ON FINAL DISTRIBUTION - JPM | -$386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,431,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,421 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,421 | SubtotalAmt |
| Tax Based On Investment Income | $34,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $34,503 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $82 | OverpaymentAmt |
| Applied To ES Tax | $82 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $78,042 |
| JPMorgan Chase Bank NA | |||||
| 270 Park Avenue | NEW YORK | NY | 100172014 | Investment MGMT | $53,939 |
| 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 | $33,837,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,299,312 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,141,456 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,141,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $527,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,614,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,730,717 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,730,717 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,421 | TotalTaxAmt |
| Distributable Before Adj | $1,696,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,696,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,696,296 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,443,702 | 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 | $2,443,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,696,296 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $552,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,336 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $473,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,229,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,443,702 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,696,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $747,406 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,977,137 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,977,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $552,503 | ExcessFromYear3Amt |
| Excess From Year2 | $203,336 | ExcessFromYear2Amt |
| Excess From Year1 | $473,892 | ExcessFromYear1Amt |
| Excess From Current Year | $747,406 | 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 (46 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 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST SOUTH | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $60,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $5,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Annual Giving donation Scholarship Fund | $12,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | fence fund | $20,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Capitol Campaign to build a new school | $155,000 |
| CANCER SURVIVORS PARK ALLIANCE | |||||||
| PO BOX 9428 | GREENVILLE | SC | 29604 | N/A | PC | Sculpture/Fountain at Turning Point Plaza | $25,000 |
| CHARITY BALL BOARD OF GREENVILLE SOUTH CAROLINA | |||||||
| PO BOX 16834 | GREENVILLE | SC | 29606 | N/A | PC | General & Unrestricted | $2,500 |
| 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 and General & Unrestricted | $300,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Will Baker Fund | $100,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | 2020-2021 Cavalier Fund contribution | $30,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | General & Unrestricted | $47,500 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence fund | $50,000 |
| 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 | $125,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Emerging Scholars | $100,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Architecture Scholars Annual Companion Scholarship fund | $15,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | General & Unrestricted | $10,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Architecture Scholars | $300,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Emerging Scholars Program | $20,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | Programs to honor Karen Blumenthal | $10,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $30,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Karsh Alumni and Visitors Center | $200,000 |
| 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 | Sarah P. Duke Gardens Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Nasher Museum of Art Annual Fund: 1131080 | $2,500 |
| 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 | Trinity College Annual Fund Flexible Operating Fund | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | University Libraries Annual Fund | $2,500 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | Printers, printer cartridges, delivery and installation | $8,000 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $8,000 |
| GEORGETOWN DAY SCHOOL INC | |||||||
| 4200 DAVENPORT ST NE | WASHINGTON | DC | 20016 | N/A | PC | One GDS Campaign | $20,000 |
| GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) | |||||||
| 101 B AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $20,000 |
| GREENVILLE CENTER FOR CREATIVE ARTS | |||||||
| PO BOX 2206 | GREENVILLE | SC | 29602 | N/A | PC | General & Unrestricted | $20,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $35,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | SmartARTS program and Open Studios | $15,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| ROCK CREEK CONSERVANCY INC | |||||||
| 7200 WISCONSIN AVE STE 500 | BETHESDA | MD | 20814 | N/A | PC | Rock Creek Park Sign Project and General Operations | $25,000 |
| 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 | Charitable Event | $25,000 |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $75,000 |
| SOUTH CAROLINA ARCHITECTURAL FOUNDATION | |||||||
| 1503 MAIN ST NO 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 | the capital campaign | $50,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $50,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | |||||||
| 22 S GREENE ST | BALTIMORE | MD | 21201 | N/A | PC | Roslyn and Leonard Stoler Center for Advanced Medicine | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,365,500 | 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 | $1,920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,096,669 | 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 | $1,431,679 | 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 | $2,530,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,530,268 | 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 | $9,085,420 | $14,910,735 |
| FIDELITY INTERNATL INDEX INSTL | $2,199,957 | $2,529,624 |
| ISHARES 20+ YR TREAS BD | $386,337 | $359,213 |
| JPM ACCESS MULTI-STRAT FUND II | $3,172,046 | $2,952,477 |
| JPMORGAN BETA BUILDERS EUROPE | $932,171 | $1,062,177 |
| JPMORGAN BETABUILDERS CANADA E | $752,803 | $1,047,110 |
| JPMORGAN BETABUILDERS DEVELOPE | $625,409 | $626,756 |
| JPMORGAN BETABUILDERS JAPAN ET | $939,451 | $1,037,542 |
| SIX CIRCLES CREDIT OPPORTUNITI | $581,796 | $590,411 |
| SIX CIRCLES GLOBAL BOND FUND | $1,448,426 | $1,407,960 |
| SIX CIRCLES INTERNATIONAL UNCO | $2,880,937 | $3,262,648 |
| SIX CIRCLES US UNCONSTRAINED E | $3,303,025 | $4,389,771 |
| VANGUARD MORTGAGE-BACKED SEC I | $340,170 | $336,802 |
| VANGUARD ST BOND ETF | $348,915 | $342,558 |
| VANGUARD TOTAL BOND MARKET IND | $281,750 | $284,548 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $160 | LegalFeesAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $78,042 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $78,042 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $53,939 | Amt |
| Net Investment Income | $53,939 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $18,300 |
| 990-PF Extension for 2020 | $5,390 |