2020-11-16T07:01:24-08:00 2019-12-31 221536289 Noke and Heard LLP 469 Morris Avenue Summit NJ 079011583 990PF 2019-01-01 223764378 Speedwell Foundation SPEE 9082738052 35 Montgomery Drive NE Atlanta GA 30309 Mr Michael G Messner President 2020-11-16 true DANIEL P DOUGHERTY P00031300 9082774145 2019 2021-04-22 16:20:28Z X 147792969 X 1006380 X 3556359 3556359 3556359 1618248 1618248 1618248 -24304742 535081349 548 -18123207 5174607 5174607 40721 22299 11470 184665 184665 10353 10353 20358 20358 51685 22602 24741 12897 1319 343993 33255 241238 3979952 3979952 4323945 33255 4221190 -22447152 5141352 5174607 899398 1023564 1023564 25959148 8187199 8187199 5840205 30364295 30364295 111503673 108217911 108217911 144202424 147792969 147792969 3468 7614 6820000 250000 6823468 257614 X 137378956 137378956 147535355 144202424 147792969 137378956 -22447152 32695151 147626955 91600 147535355 JPM 361-37143 P 2000-11-11 2019-12-12 70845218 71820461 -975243 -975243 JPM 116-580-06 P 2000-11-11 2019-12-12 439143351 461822001 -22678650 -22678650 JPM 7890 7007 P 2000-11-11 2019-12-12 546863 550024 -3161 -3161 Fidelity 198644 P 2000-11-11 2019-12-12 24545917 25193605 -647688 -647688 Wash Sale 23661912 -642830 false 11201629 153622873 0.07292 6807209 148346116 0.04589 5452944 138542611 0.03936 5735956 135261518 0.04241 6051836 131587613 0.04599 0.246559 0.049312 141844549 6994638 51414 7046052 4221190 102827 102827 102827 1047 90000 91047 X 3802 15582 false false false false false false false false true true false false false false true N/A Marie Forte 2128386055 780 Third Avenue 15th Floor New York NY 10017 false false false false false false false false false false false false false false false false false false false false false false Mr Michael G Messner 2 Gibbes Street Charleston SC 294012302 Trustee 5.00 0 Mrs Jenny K Messner 2 Gibbes Street Charleston SC 294012302 Trustee 5.00 0 NONE NONE 126726718 17277900 0 144004618 0 144004618 2160069 141844549 7092227 7092227 102827 102827 6989400 6989400 6989400 4221190 4221190 4221190 6989400 3555033 4221190 3555033 0 666157 6323243 X AFS USA 1 Whitehall St New York NY 10004 None PC Speedwell Scholarship Fund 370700 Georgia Tech Foundation 177 North Ave NW Atlanta GA 30345 None PC Scholarshp $70,000Challenge Grant $2,000,000Other $93,000 2163000 Catholic Partnership Schools 808 Market St Camden NJ 08102 None PC General Op Support 3750 Charleston Symphony Orchestra 572 Savanah Hwy Charleston SC 29407 None PC Director of Education $60,000General Operations $100,000 160000 Charleston Area Therapeutic Riding PO Box 146 Johns Island SC 29457 None PC General Operations 50000 Charleston Catholic Schools 888-A King St Charleston SC 29403 None PC Tuition Grant, and Tech support & development of media lab 50800 Charleston Park Conservancy PO Box 21000 Charleston SC 29413 None PC Conservation - Hampton Park $500,000Other conservancu programs $110,000 31000 Coastal Community Foundation 635 Rutledge Avenue Suite 201 Charleston SC 29403 None PC Education 25000 Cristo Rey Atlanta Jesuit 680 West Peachtree Street NW Atlanta GA 30308 None PC Education - internship and technology 121000 City Park Alliance 2121 Ward Court NW Fifth Floor Washington DC 20037 None PC Infrustructure video project 98000 YWCA Greater Charleston 106 Coming Street Charleston SC 29403 None PC General Operating Support 10000 Allegro Charter School Music 120 Broad Street Charleston SC 29401 None PC Rent $100,000 174000 Penn State 102 Shields Building University Park PA 16802 None PC Robert E Behmer Scholarship $5,000General Operations $5,000 10000 Prospect Park Alliance 95 Propect Park West Brooklyn NY 11215 None PC General Operating Support 32500 Sopleto Festival USA 14 George ST Charleston SC 29401 None PC General Operating Support 23500 St Vincent Academy 228 W Market ST Newark NJ 07103 None PC Education 60000 Rice University Civil Enviro Eng 6100 Mains ST Houston TX 77005 None PC Scholarship 100000 US Chamber of Commerce Fdn 1615 H Street NW Washington DC 20062 None PC General Operations 90000 Net Texts Foundation 2 Gibbs Street Charleston SC 29401 Related Organization POF General Operations 66202 Brooklyn Friiends School 375 Pearl Street Brooklyn NY 11201 None PC General Operations 10000 Bridgeport Group Fdn 3783 Meeting ST North Charleston SC 29405 None PC General Operations 3000 Charleston Moves 1630 Meeting ST Charleston SC 29405 None PC General Operations 50000 Champions Educational Fdn 775 Camp RD Marnle Falls TX 78654 None PC General Operations 25000 Earth Economics 107 N Tacoma Ave Tacoma WA 98403 None PC General Operations 2500 Friends of Keep Charleston Beautifu 823 Meeting ST Charleston SC 29403 None PC General Operations 2000 Gibbes Museum of Art 135 Meeting ST Charleston SC 29401 None PC General Operations 5000 Lancaster County Comm Fdn 24 W King ST Lancaster PA 17603 None PC General Operations 25000 Lehigh Univ 27 Memorial DR West Bethlehem PA 18015 None PC Robert E Behmer Scholarship 5000 Michael J Fox Fdn PO Box 5014 Hagerstown MD 21741 None PC General Operations 5000 NYCAN 1625 K Street NW Washington DC 20006 None PC General Operations 20000 Piedmont Park Conserv PO Box 7795 Atlanta GA 30357 None PC General Operations 5000 Push to Walk 100 Bauer DR Oakland NJ 07436 None PC General Operations 20000 St Francis Foundation Cancer 125 Dougherty ST Charleston SC 29403 None PC General Operations 5000 St Joseph Pro Cathedral 2907 Federal ST Camden NJ 08105 None PC General Operations 6000 Sean Reilly TBI Fund 2 Devon RD Summit NJ 07901 None PC General Operations 10000 Colgate Univ 13 Oak DR Hamilton NY 13346 None PC Robert E Behmer Scholarship 5000 Grateful Peoples 3044 29TH Street Astoria NY 11102 None PC General Operations 50000 Children's Scholarship Fund 220 N Tryon ST Charlotte NC 28202 None PC General Operations 25000 Open Space Institute 1350 Broadway New York NY 10018 None PC Geberal Operations 12000 Palmetto Promise Institute PO Box 12676 Columbia SC 29211 None PC General Operations 40000 Peabody InstituteTuned In Program 1 East Mount Vernon Place Baltimore MD 21202 None PC General Operations 5000 ST Jude the Apostle Catholic Church 7171 Glenridge Dr Sandy Springs GA 30328 PC St Vincent de Paul Society 5000 3979952 3556359 1618248 -24304742 Olmstead Documentary 548 -19129587 -19129587 false false false false false false false false false false Noke and Heard 11470 0 0 0 General Explanation Supplemental Information for Form 990-PF PAGE 2 - PART II - LINE 2 SAVINGS AND TEMPORARY CASH INVESTMENTSPAGE 8 - PART X - MINIMUM INVESTMENT RETURN CALCULATIONThe foundation agreed to guarantee a mortgage for a charity.The bank requested that the foundation place $1,000,000 on depositwith their bank as an escrow account. As a result this asset was not included in Part X Line 1b and Line 5 Net Value of Noncharitable-use Assets. JP Morgan Fixed 108217911 JP Morgan Equities 30364295 Austen Gowder - legal Allegro 4959 0 0 4959 Austen Gowder - legal Lowline 17340 0 0 17340 Bourne, Noll and Kenyon 18422 0 0 0 Federal Excise tax 91600 Dues Urban Land Inst 1220 1220 Investment expense 12897 12897 Office Expense 10624 99 Olmstead Documentary 548 Change in grant commitments 6570000 Returned grant 50000 Wash sales 24233985 Deb Felak - scholarship consultant AFS 25000 0 0 25000 Design - LowCountry Lowline 100138 0 0 100138 Inforest - IT services - Nettexts Fdn 41219 0 0 41219 SGA Architect - Allegro 18308 0 0 18308 Foreign tax 20358 20358