JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-01
- IRS object ID
- 201502749349100400
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-01T09:39:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | william h pelham | PersonNm |
| Person Title | chairperson | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-09-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,176,210 | 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 | $230 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $230 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $348,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $434,876 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,812,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $434,876 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,918,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $783,498 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,467 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,246 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $57,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $57,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $869,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $827,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,048,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $763,031 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,328,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,285,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,285,938 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,452,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,099,427 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,713,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $710,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $155,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $176,297 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,491,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,540,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,176,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $13,491,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,540,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,491,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,540,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,491,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,540,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,491,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,048,685 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,540,365 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,540,365 | 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 | $2,812,746 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,377,870 | CostOrOtherBasisAmt |
| Gain Or Loss | $434,876 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $434,876 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $434,876 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $930,613 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,686,096 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $565,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,149,071 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055689 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $526,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,303,712 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063436 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,217,943 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060829 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $458,104 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,177,061 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109671 | DistributionYr5Rt |
| Total Distribution | 0.362982 | TotalDistributionRt |
| Average Distribution | 0.072596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,241,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,106,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,630 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,114,070 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $827,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,261 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,261 | SubtotalAmt |
| Tax Based On Investment Income | $15,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,742 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,642 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $381 | OverpaymentAmt |
| Applied To ES Tax | $381 | 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 |
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 |
|---|---|---|---|---|---|---|
| Ann P Cullen | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| Richard T Pelham | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 |
| William H Pelham | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairperson | 1.0 | $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 Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $57,440 | 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 | $14,684,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,473,151 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,473,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,241,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $762,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $762,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,261 | TotalTaxAmt |
| Distributable Before Adj | $746,792 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $746,792 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $746,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $827,690 | 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 | $827,690 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $827,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $746,792 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $249,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,712 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,633 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $808,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $827,690 | QualifyingDistributionsAmt |
| Applied To Current Year | $746,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,898 | RemainingDistriFromCorpusAmt |
| Total Corpus | $889,202 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $249,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $639,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,712 | ExcessFromYear4Amt |
| Excess From Year3 | $116,416 | ExcessFromYear3Amt |
| Excess From Year2 | $61,633 | ExcessFromYear2Amt |
| Excess From Year1 | $310,754 | ExcessFromYear1Amt |
| Excess From Current Year | $80,898 | 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 (34 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 | |||||||
| 1111 9TH ST STE 280 | DES MOINES | IA | 50314 | N/A | PC | Mid-Atlantic Affiliate - Accounts Receivable Program | $3,000 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST S | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $5,000 |
| ART WITH A HEART INC | |||||||
| 3355 KESWICK RD STE 104 | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $5,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | Cinema Classroom and general & unrestricted | $30,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 501 HOWELL RD | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $10,000 |
| CENTRE STAGE SOUTH CAROLINA | |||||||
| PO BOX 8451 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $7,500 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $100,000 |
| CHILDREN'S MUSEUM OF THE UPSTATE INC | |||||||
| 300 COLLEGE ST | GREENVILLE | SC | 29601 | N/A | PC | Charitable Event | $10,000 |
| 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 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | Annual Fund | $10,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | The Achievement Center | $25,000 |
| CLEMSON ADVANCEMENT FOUNDATION | |||||||
| 3-119 LEE HALL | CLEMSON | SC | 29634 | N/A | PC | GRADUATE STUDIES IN ARCHITECTURE AND HEALTH PROGRAMS WITHIN THE ARCHITECTURE DEPARTMENT, SUPPORT OF THE CAF GENOA VILLA THROUGH NEED-BASED STUDENT SCHOLARSHIPS, AND THE LEE HALL CAPITAL CAMPAIGN | $85,000 |
| 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 | Friends of the Fine Arts Center | $40,000 |
| COOPERATIVE FOR EDUCATION | |||||||
| 2300 Montana Avenue Suite 301 | CINCINNATI | OH | 45211 | N/A | PC | to purchase a vehicle to deliver textbooks & other goods | $12,500 |
| DORCHESTER CENTER FOR THE ARTS INC | |||||||
| 321 HIGH ST | CAMBRIDGE | MD | 21613 | N/A | PC | General & Unrestricted | $35,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $15,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Duke Alumni Association | $100,000 |
| 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 | Library Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $20,000 |
| FUND FOR KALORAMA PARK INC | |||||||
| PO BOX 21397 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $750 |
| GOVERNORS SCHOOL FOR THE ARTS FDN INC | |||||||
| PO BOX 8458 | GREENVILLE | SC | 29604 | N/A | PC | Songwriters in the Round Program | $5,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | Continue special support for Central High and other PG students | $30,000 |
| LOWCOUNTRY AIDS SERVICES | |||||||
| 3547 MEETING ST RD | CHARLESTON | SC | 29405 | N/A | PC | General & Unrestricted | $12,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | Charitable Event | $7,500 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $20,000 |
| POTOMAC CONSERVANCY INC | |||||||
| 8601 GEORGIA AVE STE 612 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $25,000 |
| ROCK CREEK CONSERVANCY INC | |||||||
| 4300 MONTGOMERY AVE STE 304 | BETHESDA | MD | 20814 | N/A | PC | 125th Anniversary Reports Project | $25,000 |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $15,000 |
| SOUTH CAROLINA CHILDRENS THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | N/A | PC | General & Unrestricted | $5,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $25,000 |
| WASHINGTON TENNIS & EDUCATION FOUNDATION | |||||||
| 1600 KENNEDY ST NW | WASHINGTON | DC | 20011 | N/A | PC | Charitable Event | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,250 | 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 | $230 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348,392 | 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 | $434,876 | 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 | $783,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $783,498 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS GROUP INC - 0% - | BondNm |
| EOY Book Value | $155,000 | EOYBookValueAmt |
| EOYFMV | $176,297 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUE FU | $100,000 | $115,848 |
| BROWN ADVISORY WMC JAPAN ALPHA | $155,000 | $167,090 |
| DODGE & COX FUNDS INTERNATIONA | $966,201 | $1,092,135 |
| DOUBLELINE TOTAL RETURN BOND | $345,000 | $340,744 |
| EATON VANCE GLOBAL MACRO FD CL | $225,000 | $211,172 |
| GATEWAY FUND CLASS Y | $225,000 | $251,879 |
| ISHARES TRUST MSCI EAFE INDEX | $804,015 | $747,724 |
| ISHARES TRUST RUSSELL 1000 GRO | $199,636 | $320,294 |
| ISHARES TRUST RUSSELL MIDCAP I | $424,324 | $702,403 |
| JP MORGAN MID CAP EQUITY SELEC | $440,000 | $717,254 |
| JP MORGAN SHORT DURATION BOND | $366,323 | $363,202 |
| JP MORGAN US LARGE CAP CORE PL | $588,000 | $716,069 |
| JPM ACCESS MULTI-STRAT FUND II | $2,350,000 | $2,368,776 |
| JPMORGAN CHINA REGION SELECT | $140,000 | $162,002 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $1,080,000 | $1,163,254 |
| JPMORGAN INTERNATIONAL VALUE I | $1,072,825 | $972,665 |
| JPMORGAN RESEARCH MARKET NEUTR | $225,000 | $223,288 |
| JPMORGAN TR I US EQT FD INST | $206,222 | $282,923 |
| MATTHEWS PACIFIC TIGER FUND I | $206,343 | $272,107 |
| PIMCO COMMODITIESPLUS STRATEGY | $340,000 | $235,108 |
| PRIMECAP ODYSSEY STOCK FUND | $650,000 | $894,409 |
| SPDR S&P 500 ETF TRUST | $1,574,163 | $1,973,184 |
| T. ROWE PRICE NEW ASIA FUND | $416,375 | $420,445 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $57,440 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $57,440 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $20,467 | Amt |
| Net Investment Income | $20,467 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $10,900 |
| 990-PF Excise Tax for 2013 | $10,346 |