JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-24
- IRS object ID
- 202122369349100022
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-24T13:11:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-08-17 | 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 |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $32,927,180 | 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 | $5,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,298 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $708,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $708,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,166,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,449 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,725 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,992,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $848,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $43,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,537 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $67,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $67,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,760,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,760,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,871,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,828,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,120,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $804,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,790,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,005,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,005,299 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11,386 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11,386 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11,386 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $24,075,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,970,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,910,495 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,866,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,987,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,927,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,866,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,987,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,866,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,987,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,866,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,987,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,866,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,120,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,987,402 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,987,402 | 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 | $8,166,643 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,032,194 | CostOrOtherBasisAmt |
| Gain Or Loss | $134,449 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $134,449 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,187 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,187 | SubtotalAmt |
| Tax Based On Investment Income | $11,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,390 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $67,955 | CompensationAmt |
| 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 | $26,730,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $996,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,208 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,730,962 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,730,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $415,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,314,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,365,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,365,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,187 | TotalTaxAmt |
| Distributable Before Adj | $1,354,563 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,354,563 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,354,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,828,455 | 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 | $1,828,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,828,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,354,563 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $552,503 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $755,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,828,455 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,354,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $473,892 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,229,731 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,229,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $552,503 | ExcessFromYear2Amt |
| Excess From Year1 | $203,336 | ExcessFromYear1Amt |
| Excess From Current Year | $473,892 | 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 (40 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 | |||||||
| PO BOX 50085 | PRESCOTT | AZ | 86304 | N/A | PC | General & Unrestricted | $20,000 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST S | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $35,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | Cinema Classroom for students in the Avalon area; scholarship fund to AU Discover World of Communications; and other programs and operations, with additional flexibility in funding decisions due to the impact of COVID-19 | $38,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Annual Giving Scholarship fund | $12,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Capital Campaign to build a new school | $100,000 |
| CANCER SURVIVORS PARK ALLIANCE | |||||||
| PO BOX 9428 | GREENVILLE | SC | 29604 | N/A | PC | Sculpture/Fountain at Turning Point Plaza | $25,000 |
| CENTER FOR DEVELOPMENT SERVICES | |||||||
| 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 and General & Unrestricted | $350,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $20,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | General & Unrestricted | $20,000 |
| 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 | $140,000 |
| CLEMSON ARCHITECTURAL FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | CAF Unrestricted Endowment for Excellence Challenge Fund | $50,000 |
| 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 | Emerging Scholars Program | $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 | Jean & Heyward Pelham Scholarship Fund | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Alumni and Visitor Center | $200,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Annual Fund for Trinity College | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Library Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Nasher Art Museum 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 | Sarah P. Duke Gardens Building Expansion fund | $100,000 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | General & Unrestricted | $7,500 |
| 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 TECH FOUNDATION INC | |||||||
| PO BOX 5616 | GREENVILLE | SC | 29606 | N/A | PC | General & Unrestricted | $10,000 |
| HARVEST HOPE FOOD BANK | |||||||
| 2220 SHOP RD | COLUMBIA | SC | 29201 | N/A | PC | General & Unrestricted | $5,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $35,000 |
| MEALS ON WHEELS OF GREENVILLE INC | |||||||
| 15 OREGON ST | GREENVILLE | SC | 29605 | 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 | |||||||
| 1530 MAIN ST STE 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 | capital campaign | $50,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $50,000 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED WAY OF GREENVILLE COUNTY INCORPORATED | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF GREENVILLE COUNTY INCORPORATED | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | COVID-19 Community Relief Fund | $7,500 |
| 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 |
| UPSTATE WARRIOR SOLUTION INC | |||||||
| 3 CALEDON CT | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,760,500 | 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 | $5,298 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708,584 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $858,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $858,056 | 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 (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $9,410,724 | $12,688,036 |
| FIDELITY INTERNATL INDEX INSTL | $1,824,095 | $1,987,310 |
| ISHARES 20+ YR TREAS BD | $492,572 | $504,105 |
| ISHARES CORE MSCI EMERGING MAR | $565,841 | $634,421 |
| JPM ACCESS MULTI-STRAT FUND II | $2,392,046 | $2,391,669 |
| JPMORGAN BETA BUILDERS EUROPE | $282,583 | $336,974 |
| JPMORGAN BETABUILDERS CANADA E | $807,110 | $894,673 |
| JPMORGAN BETABUILDERS DEVELOPE | $281,315 | $301,015 |
| JPMORGAN BETABUILDERS JAPAN ET | $800,170 | $957,880 |
| PRUDENTIAL HIGH YIELD FUND CLA | $1,032,376 | $1,181,048 |
| SIX CIRCLES CREDIT OPPORTUNITI | $581,796 | $590,985 |
| SIX CIRCLES GLOBAL BOND FUND | $1,111,517 | $1,112,338 |
| SIX CIRCLES INTERNATIONAL UNCO | $1,985,389 | $2,116,901 |
| SIX CIRCLES US UNCONSTRAINED E | $2,306,647 | $3,091,643 |
| VANGUARD INTERMEDIATE TERM COR | $277,115 | $279,569 |
| VANGUARD TOT INTL BOND IX ADMI | $537,671 | $546,446 |
| VANGUARD TOTAL BOND MARKET IND | $281,750 | $295,482 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $67,955 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $67,955 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $9,725 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $43,537 | Amt |
| Net Investment Income | $43,537 | NetInvestmentIncomeAmt |