2021-08-24T13:11:21-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 203291660 Jean T and Heyward G Pelham Foundation % Foundation Source JEAN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ANN PELHAM CULLEN TRUSTEE 8008391754 2021-08-17 true ANN PELHAM CULLEN 999009999 Jeffrey D Haskell 8008391754 2020 2022-09-23 18:48:47Z X 32927180 X 2134590 5298 5298 708584 708584 134449 8166643 134449 9725 2992646 848331 0 43537 43537 67955 67955 111492 43537 67955 1760500 1760500 1871992 43537 1828455 1120654 804794 2790960 3005299 3005299 11386 11386 11386 24075788 24970717 29910495 26866748 27987402 32927180 0 0 X 26866748 27987402 26866748 27987402 26866748 27987402 26866748 1120654 27987402 27987402 Publicly-traded Securities 8166643 8032194 134449 134449 134449 11187 11187 11187 5800 0 5390 11190 X 3 3 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 67955 26730595 996159 4208 27730962 0 27730962 415964 27314998 1365750 1365750 11187 11187 1354563 1354563 1354563 1828455 0 0 0 0 1828455 0 1828455 1354563 2018 2017 2016 552503 203336 755839 1828455 1354563 473892 1229731 0 1229731 552503 203336 473892 NONE X AMERICAN HEART ASSOCIATION INC PO BOX 50085 PRESCOTT AZ 86304 N/A PC General & Unrestricted 20000 ARLINGTON FREE CLINIC INC 2921 11TH ST S ARLINGTON VA 22204 N/A PC General & Unrestricted 35000 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 38000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC Annual Giving Scholarship fund 12000 CAMPERDOWN ACADEMY INC 65 VERDAE COMMONS DR GREENVILLE SC 29607 N/A PC Capital Campaign to build a new school 100000 CANCER SURVIVORS PARK ALLIANCE PO BOX 9428 GREENVILLE SC 29604 N/A PC Sculpture/Fountain at Turning Point Plaza 25000 CENTER FOR DEVELOPMENT SERVICES 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 and General & Unrestricted 350000 CHRIST CHURCH EPISCOPAL SCHOOL 245 CAVALIER DR GREENVILLE SC 29607 N/A PC General & Unrestricted 20000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC General & Unrestricted 20000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC Pelham Foundation Clemson Architectural Foundation Unrestricted Endowment for Excellence Fund 50000 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 140000 CLEMSON ARCHITECTURAL FOUNDATION LEE HALL 3-119 CLEMSON SC 29634 N/A PC CAF Unrestricted Endowment for Excellence Challenge Fund 50000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC General & Unrestricted 10000 CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 N/A PC Emerging Scholars Program 10000 DUKE STUDENT PUBLISHING COMPANY INC 101 W UNION BLDG BOX 90858 DURHAM NC 27708 N/A PC General & Unrestricted 30000 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 Alumni and Visitor Center 200000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Annual Fund for Trinity College 20000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Library Annual Fund 2500 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 N/A PC Nasher Art Museum 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 Sarah P. Duke Gardens Building Expansion fund 100000 FINE ARTS CENTER PARTNERS 102 PINE KNOLL DR GREENVILLE SC 29609 N/A PC General & Unrestricted 7500 GEORGETOWN DAY SCHOOL INC 4200 DAVENPORT ST NE WASHINGTON DC 20016 N/A PC One GDS Campaign 20000 GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) 101 B AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 20000 GREENVILLE TECH FOUNDATION INC PO BOX 5616 GREENVILLE SC 29606 N/A PC General & Unrestricted 10000 HARVEST HOPE FOOD BANK 2220 SHOP RD COLUMBIA SC 29201 N/A PC General & Unrestricted 5000 LEARNSERVE INTERNATIONAL PO BOX 6203 WASHINGTON DC 20015 N/A PC General & Unrestricted 35000 MEALS ON WHEELS OF GREENVILLE INC 15 OREGON ST GREENVILLE SC 29605 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 1530 MAIN ST STE C COLUMBIA SC 29201 N/A PC Elevate Capital Campaign 25000 SOUTH CAROLINA CHILDRENS THEATRE PO BOX 9340 GREENVILLE SC 29604 N/A PC capital campaign 50000 THE WAREHOUSE THEATRE 37 AUGUSTA ST GREENVILLE SC 29601 N/A PC General & Unrestricted 50000 UNITED MINISTRIES 606 PENDLETON ST GREENVILLE SC 29601 N/A PC General & Unrestricted 5000 UNITED WAY OF GREENVILLE COUNTY INCORPORATED 105 EDINBURGH COURT GREENVILLE SC 29607 N/A PC General & Unrestricted 10000 UNITED WAY OF GREENVILLE COUNTY INCORPORATED 105 EDINBURGH COURT GREENVILLE SC 29607 N/A PC COVID-19 Community Relief Fund 7500 UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION 22 S GREENE ST BALTIMORE MD 21201 N/A PC Roslyn and Leonard Stoler Center for advanced medicine 100000 UPSTATE WARRIOR SOLUTION INC 3 CALEDON CT GREENVILLE SC 29615 N/A PC General & Unrestricted 10000 1760500 14 5298 14 708584 18 134449 Federal Tax Refund 01 9725 858056 858056 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 9410724 12688036 FIDELITY INTERNATL INDEX INSTL 1824095 1987310 ISHARES 20+ YR TREAS BD 492572 504105 ISHARES CORE MSCI EMERGING MAR 565841 634421 JPM ACCESS MULTI-STRAT FUND II 2392046 2391669 JPMORGAN BETA BUILDERS EUROPE 282583 336974 JPMORGAN BETABUILDERS CANADA E 807110 894673 JPMORGAN BETABUILDERS DEVELOPE 281315 301015 JPMORGAN BETABUILDERS JAPAN ET 800170 957880 PRUDENTIAL HIGH YIELD FUND CLA 1032376 1181048 SIX CIRCLES CREDIT OPPORTUNITI 581796 590985 SIX CIRCLES GLOBAL BOND FUND 1111517 1112338 SIX CIRCLES INTERNATIONAL UNCO 1985389 2116901 SIX CIRCLES US UNCONSTRAINED E 2306647 3091643 VANGUARD INTERMEDIATE TERM COR 277115 279569 VANGUARD TOT INTL BOND IX ADMI 537671 546446 VANGUARD TOTAL BOND MARKET IND 281750 295482 Administrative Fees 67955 67955 Federal Tax Refund 9725 Investment Management Services 43537 43537