JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202041089349100909
- Schema version
- 2019v5.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:09:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 P CULLEN | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-20 | 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 | 2019 | 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 | $29,149,857 | 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 | $13,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $552,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,521,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,749,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $614,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $39,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,315 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $74,624 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $74,624 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,393,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,393,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,507,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,467,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,242,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,865,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,790,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,790,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,759,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,075,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,358,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,624,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,866,748 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,149,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,624,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,866,748 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,624,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,866,748 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,624,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,866,748 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,624,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,242,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,866,748 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,866,748 | 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 | $4,521,344 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,472,174 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,170 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,170 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,644,654 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,509,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $902,743 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,662,098 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $770,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,689,035 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $810,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,882,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $827,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,241,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054307 | DistributionYr5Rt |
| Total Distribution | 0.257549 | TotalDistributionRt |
| Average Distribution | 0.05151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,406,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,308,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,756 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,314,464 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,467,924 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,756 | SubtotalAmt |
| Tax Based On Investment Income | $5,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,281 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,281 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,525 | OverpaymentAmt |
| Applied To ES Tax | $5,800 | AppliedToESTaxAmt |
| Refund | $9,725 | RefundAmt |
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 FLOOR | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $74,624 | 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 | $24,894,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $898,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,793,778 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,793,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $386,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,406,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,270,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,270,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,756 | TotalTaxAmt |
| Distributable Before Adj | $1,264,588 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,264,588 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,264,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,467,924 | 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 | $1,467,924 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,756 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,462,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,264,588 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $80,898 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $552,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $633,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,467,924 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,264,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,336 | RemainingDistriFromCorpusAmt |
| Total Corpus | $836,737 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,898 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $755,839 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $552,503 | ExcessFromYear1Amt |
| Excess From Current Year | $203,336 | 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 (45 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 | CPR in the Schools - Clemson University Program | $10,000 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST S | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $25,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | Cinema Classroom at the Avalon for area students PROGRAM | $10,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | Charitable Event | $2,500 |
| BON SECOURS-ST FRANCIS HEALTH SYSTEM FOUNDATION IN | |||||||
| 1 SAINT FRANCIS DR | GREENVILLE | SC | 29680 | N/A | PC | Cancer Center | $10,000 |
| CAMP SPRING CREEK INC | |||||||
| 774 SPRING CREEK RD | BAKERSVILLE | NC | 28705 | N/A | PC | General & Unrestricted | $5,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | Annual 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 SOCIETY OF GREENVILLE COUNTY | |||||||
| 113 MILLS AVE | GREENVILLE | SC | 29605 | N/A | PC | Charitable Event | $1,500 |
| CANCER SURVIVORS PARK ALLIANCE | |||||||
| 24 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | Sculpture/Fountain fund at Turning Point Plaza | $25,000 |
| CHARITY BALL BOARD OF GREENVILLE SOUTH CAROLINA | |||||||
| PO BOX 16834 | GREENVILLE | SC | 29606 | N/A | PC | General & Unrestricted | $2,500 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $350,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Charitable Event | $20,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $14,000 |
| 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 | $110,000 |
| 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 |
| COMMUNITY FOUNDATION OF GREENVILLE INC | |||||||
| 630 E WASHINGTON ST STE A | GREENVILLE | SC | 29601 | N/A | PC | the Greenville Partnership for Philanthropy FUND | $2,500 |
| DISTRICT CLAY EDUCATIONAL FUND | |||||||
| 2202 CATHEDRAL AVE NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $1,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | DU Good Work - DukeEngage FUND | $50,000 |
| 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 |
| FACES AND VOICES OF RECOVERY GREENVILLE | |||||||
| 355 WOODRUFF RD STE 303 | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $5,000 |
| GEORGETOWN DAY SCHOOL INC | |||||||
| 4530 MACARTHUR BLVD NW | WASHINGTON | DC | 20007 | N/A | PC | One GDS Campaign | $20,000 |
| GREENVILLE ARTS FESTIVAL (dba ARTISPHERE) | |||||||
| 101 B AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $20,000 |
| GREENVILLE CENTER FOR CREATIVE ARTS | |||||||
| 25 DRAPER ST | GREENVILLE | SC | 29611 | N/A | PC | Charitable Event | $5,000 |
| GREENVILLE COUNTY SCHOOLS FOUNDATION | |||||||
| PO BOX 2848 | GREENVILLE | SC | 29602 | N/A | PC | Fine Arts Center's Art of Architecture program | $1,500 |
| GREENVILLE COUNTY SCHOOLS FOUNDATION | |||||||
| PO BOX 2848 | GREENVILLE | SC | 29602 | N/A | PC | Fine Arts Center picnic table prOJECT | $2,000 |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 6203 | WASHINGTON | DC | 20015 | N/A | PC | student participation (from Paul, Central, and other area high schools) and other aspects of the Abroad program | $30,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | Charitable Event | $8,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $10,000 |
| SIGAL MUSIC MUSEUM | |||||||
| 1805 E N ST | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $1,800 |
| 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 WAY OF GREENVILLE COUNTY INCORPORATED | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | Annual FUND | $10,000 |
| UPSTATE WARRIOR SOLUTION INC | |||||||
| 3 CALEDON CT | GREENVILLE | SC | 29615 | N/A | PC | General & Unrestricted | $10,000 |
| YMCA OF GREENVILLE | |||||||
| 723 CLEVELAND ST | GREENVILLE | SC | 29601 | N/A | PC | Camp scholarship FUND at YMCA Camp Greenville | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,393,300 | 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 | $13,028 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,699 | 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 | $49,170 | 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 | $614,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $614,897 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Heyward Gibbes Pelham Testamentary | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o William Pelham PO Box 8698 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,134,590 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL PRIVATE CLIENT SVCS FD | $346,926 | $367,251 |
| FIDELITY 500 INDEX FUND | $9,375,422 | $11,114,566 |
| FIDELITY INTERNATL INDEX INSTL | $2,902,900 | $2,935,233 |
| ISHARES 20+ YR TREAS BD | $265,757 | $250,773 |
| ISHARESLEHMAN 7-10YR | $244,151 | $257,474 |
| JPM ACCESS MULTI-STRAT FUND II | $2,617,000 | $2,588,605 |
| JPMORGAN BETA BUILDERS EUROPE | $397,193 | $414,814 |
| JPMORGAN BETABUILDERS CANADA E | $736,946 | $797,623 |
| JPMORGAN BETABUILDERS DEVELOPE | $247,737 | $254,954 |
| JPMORGAN BETABUILDERS JAPAN ET | $742,206 | $776,740 |
| SIX CIRCLES INTERNATIONAL UNCO | $1,206,481 | $1,265,133 |
| SIX CIRCLES ULTRA SHORT DURATI | $234,750 | $234,309 |
| SIX CIRCLES US UNCONSTRAINED E | $2,402,635 | $2,692,562 |
| VANGUARD TOT INTL BOND IX ADMI | $1,574,936 | $1,605,531 |
| VANGUARD TOTAL BOND MARKET IND | $780,748 | $803,329 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $74,624 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $74,624 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $39,315 | Amt |
| Net Investment Income | $39,315 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $200 | Amt |
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