JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201701259349101740
- Schema version
- 2016v3.0
- 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
- Compensation Explanation
- 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 | 2017-05-05T14:27:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | chairperson | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171255000038 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,434,835 | 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 | $191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $248,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,298,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,549,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,411 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $906 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $906 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,160 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,641 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $63,590 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $63,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $706,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $706,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $809,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $770,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,739,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $381,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,378,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,492,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,492,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,326,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,311,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,941,986 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $360,000 | CorporateBondsBOYAmt |
| Total Assets BOY | $17,064,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,804,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,434,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,064,927 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,804,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,064,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,804,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,064,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,804,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,064,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,739,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,804,131 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,804,131 | 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 | $5,298,135 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,132,099 | CostOrOtherBasisAmt |
| Gain Or Loss | $166,036 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $166,036 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $810,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,882,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $827,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,241,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $930,613 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,686,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $565,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,149,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055689 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $526,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,303,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063436 | DistributionYr5Rt |
| Total Distribution | 0.294813 | TotalDistributionRt |
| Average Distribution | 0.058963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,689,035 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,042,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,813 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,046,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $770,996 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,625 | SubtotalAmt |
| Tax Based On Investment Income | $7,625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,945 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,945 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,680 | 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 |
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 | Chairperson / Trustee | 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/ Chairperson* | 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 Svcs | ServiceTypeTxt |
| Compensation | $63,590 | 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 | $16,963,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $994,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,958,411 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,958,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,689,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $884,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $884,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,625 | TotalTaxAmt |
| Distributable Before Adj | $876,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $876,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $876,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $770,996 | 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 | $770,996 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $770,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $876,827 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $116,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,633 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,754 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,898 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $569,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $770,996 | QualifyingDistributionsAmt |
| Applied To Current Year | $770,996 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $105,831 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $105,831 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $463,870 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $453,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,633 | ExcessFromYear4Amt |
| Excess From Year3 | $310,754 | ExcessFromYear3Amt |
| Excess From Year2 | $80,898 | ExcessFromYear2Amt |
| 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 156 MILESTONE WAY STE A | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $3,000 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST S | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $2,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 501 HOWELL RD | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $10,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 501 HOWELL RD | GREENVILLE | SC | 29615 | N/A | PC | Capital Campaign | $100,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $50,000 |
| CHILDRENS MUSEUM OF THE UPSTATE INC | |||||||
| 300 COLLEGE ST | GREENVILLE | SC | 29601 | N/A | PC | TD Loan pay back fund | $75,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $10,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | The Performing Arts Center | $50,000 |
| CLEMSON ADVANCEMENT FOUNDATION | |||||||
| LEE HALL 3-119 | CLEMSON | SC | 29634 | N/A | PC | General & Unrestricted | $20,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Emerging Scholars Program | $10,000 |
| COMMUNITY FOUNDATION OF GREENVILLE INC | |||||||
| 630 E WASHINGTON ST STE A | GREENVILLE | SC | 29601 | N/A | PC | Art of Architecture supplies | $2,000 |
| DC PUBLIC EDUCATION FUND | |||||||
| 1534 14TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | Ketcham Elementary School Fund | $2,000 |
| DORCHESTER CENTER FOR THE ARTS INC | |||||||
| 321 HIGH ST | CAMBRIDGE | MD | 21613 | N/A | PC | kitchen cost for group meeting space | $20,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $20,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Art Museum Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jean and Heyward Pelham Scholarship Fund | $125,000 |
| 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 | Trinity College Annual Fund | $20,000 |
| GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $15,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $10,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | Abroad program | $30,000 |
| LOWCOUNTRY AIDS SERVICES | |||||||
| 3547 MEETING ST RD | CHARLESTON | SC | 29405 | N/A | PC | General & Unrestricted | $10,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | Open Studios | $7,500 |
| MONTGOMERY COUNTY PARKS FOUNDATION INC | |||||||
| 9500 BRUNETT AVE | SILVER SPRING | MD | 20901 | N/A | PC | Western Grove Park Project | $5,000 |
| OURKANSAS INC | |||||||
| 2408 PRINCETON BLVD | LAWRENCE | KS | 66049 | N/A | PC | General & Unrestricted | $5,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | Chairman's Circle | $10,000 |
| POTOMAC CONSERVANCY INC | |||||||
| 8403 COLESVILLE RD STE 805 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $30,000 |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $35,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $706,500 | 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 | $191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,184 | 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 | $166,036 | 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 | $414,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,411 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William H Pelham | PersonNm |
| Short Explanation | *Removed from position February 2016. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG MANAGERS PICTET INTERNATIO | $615,885 | $618,027 |
| BROWN ADVISORY WMC JAPAN ALPHA | $373,145 | $322,382 |
| CAPITAL PRIVATE CLIENT SVCS FD | $432,435 | $416,880 |
| DODGE & COX FUNDS INTERNATIONA | $861,274 | $875,386 |
| DODGE & COX INCOME FUND | $303,152 | $299,299 |
| DOUBLELINE TOTAL RETURN BOND | $345,000 | $329,872 |
| GOLDMAN SACHS STRATEGIC INC IN | $116,883 | $117,004 |
| ISHARES JP MORGAN | $356,615 | $337,714 |
| ISHARES TRUST MSCI EAFE INDEX | $1,240,202 | $1,272,081 |
| ISHARES TRUST RUSSELL 1000 GRO | $199,636 | $351,415 |
| ISHARES TRUST RUSSELL MIDCAP I | $599,720 | $948,495 |
| JP MORGAN US LARGE CAP CORE PL | $390,545 | $409,982 |
| JPM ACCESS MULTI-STRAT FUND II | $2,349,999 | $2,231,381 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $1,413,004 | $1,531,605 |
| JPMORGAN TR I US EQT FD INST | $389,842 | $476,347 |
| NEUBERGER BERMAN HIGH INC BOND | $360,468 | $397,979 |
| PIMCO HIGH YIELD FUND P | $337,684 | $355,011 |
| PRIMECAP ODYSSEY STOCK FUND | $704,637 | $1,039,227 |
| SPDR S&P 500 ETF TRUST | $3,104,238 | $3,821,692 |
| VANGUARD TOTAL BOND MARKET IND | $816,918 | $790,207 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $906 | LegalFeesAmt |
| Disbursements Charitable Prps | $906 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $63,590 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $63,590 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $33,160 | Amt |
| Net Investment Income | $33,160 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $2,800 |
| 990-PF Extension for 2015 | $2,841 |