2019-11-13T12:11:21-08:00 2018-12-31 221536289 Noke and Heard LLP 469 Morris Avenue Summit NJ 079011583 990PF 2018-01-01 223764378 Speedwell Foundation SPEE 9082738052 2 Gibbes Street Charleston SC 29401 Mr Michael G Messner President 2019-11-13 true DANIEL P DOUGHERTY P00031300 9082774145 2018 2020-03-31 21:24:44Z X 149202424 X X 1234541 1234541 1234541 -1045958 390210875 7810184 7467022 219 188802 9044725 8701563 31907 31907 2500 2500 88175 88175 22984 22984 48062 46462 17787 12453 3216 211415 35437 2500 169760 11121962 11121962 11333377 35437 2500 11291722 -11144575 9009288 8699063 10269 899398 899398 3806986 25959148 25959148 3483223 5840205 5840205 17865696 111503673 111503673 132516069 5000000 5000000 157682243 149202424 149202424 1545 3468 1050000 6820000 1051545 6823468 X 156630698 142378956 156630698 142378956 157682243 149202424 156630698 -11144575 4 145486127 8107171 137378956 JP Morgan ST covered losses P 2018-11-11 2018-01-11 198863834 211541146 -12677312 -12677312 Seimnole Offshore Fund P 98016582 87594878 10421704 10421704 Seimnole Opportunity Fund P 37757097 36997131 759966 759966 Amerigas Partners LP P 2018-10-02 2018-09-18 172786 179007 -6221 -6221 JP Morgan LT covered P 2000-11-11 2018-11-11 5625603 5282441 343162 343162 JP Morgan ST covered losses P 2018-11-11 2018-11-11 49774973 49662230 112743 112743 Wash Sale 8856142 7810184 7467022 false 6807209 148346116 0.04589 5452944 138542611 0.03936 5735956 135261518 0.04241 6051836 131587613 0.04599 4127055 104688566 0.03942 0.213065 0.042613 153622873 6546331 90093 6636424 11291722 X 90093 90093 90093 91600 91600 X 460 1047 1047 false 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 true 2017 false 2018 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 18956631 137005677 0 155962308 0 155962308 2339435 153622873 7681144 7681144 90093 90093 7591051 7591051 7591051 11291722 11291722 90093 11201629 7591051 7255704 11291722 7255704 0 4036018 3555033 X AFS USA 1 Whitehall St New York NY 10004 None PC Speedwell Scholarship Fund 400570 Georgia Tech Foundation 177 North Ave NW Atlanta GA 30345 None PC Scholarshp $60,000Challenge Grant $3,000,000 3060000 Catholic Partnership Schools 808 Market St Camden NJ 08102 None PC General Op Support 200000 Catholic Charities 35 Groton ST Hartford CT 06106 None PUBLIC Archbishop Annual Appeal 5000 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 65000 Charleston Catholic Schools 888-A King St Charleston SC 29403 None PC Tuition Grant 35000 Charleston Park Conservancy PO Box 21000 Charleston SC 29413 None PC Conservation - Hampton Park $500,000Other conservancu programs $110,000 560000 Cristo Rey Atlanta Jesuit 680 West Peachtree Street NW Atlanta GA 30308 None PC Education - internship and technology 100000 East Cooper Land Trust Po Box 2495 Mt Pleasant SC 29465 None PC General Operating Support 20000 SCOPE 253 West 35th Street 4th Floor New York NY 10018 None PC General Operating Support 3000 Thread PO Box 1584 Baltimore MD 21203 None PC General Operating Support 10000 Baltimore Symphony 1212 Cathedral St Baltimore MD 21201 None PC Artistic 5000 CASA for Children of Essex County 212 Washington Street Newark NJ 07102 None PC General Operating Support 10000 Christ The King Prepartory 239 Woodside Avenue Newark NJ 07104 None PC General Op Support 25000 City Park Alliance 2121 Ward Court NW Fifth Floor Washington DC 20037 None PC Infrustructure video project 100000 Explore Austin 2121 E Cesar Chavez St Austin TX 78702 None PC Conservation 25000 WINGS for Kids 476 Meeting St Suite E Charleston SC 29403 None PC Education 40000 Allegro Charter School Music 120 Broad Street Charleston SC 29401 None PC Rent $100,000 100000 Charleston Moves PO Box 21625 Charleston SC 29413 None PC General Operating Support 50000 LowCountry Lowline 18 State Street Charleston SC 29401 None PC Conservation 14637 Prospect Park Alliance 95 Propect Park West Brooklyn NY 11215 None PC General Operating Support 57875 Ripple Effect PO Box 441 Portland ME 04112 None PC General Operating Support 10000 Lancaster County Conservancy 117 South West End Ave Lancaster PA 17603 None PC General Operating Support 25000 Lowcountry Land Trust 43 Wentworth St Charleston SC 29401 None PC General Operating Support 20000 Sopleto Festival USA 14 George ST Charleston SC 29401 None PC General Operating Support 20000 The Drexel Funds 333 W Santa Clara St Ste 950 San Jose CA 95113 PC Education - private schools 250000 Brooklyn Public Library 10 Grand Army Plaza Brooklyn NY 11238 PC General Operating 3000 GENaustin 300 S ih 35 Ste 400 Austin TX 78704 PC General 13000 Immigrant Legal Advocacy Project PO Box 17917 Porttland ME 04112 PC General 10000 International African American Muse Po Box 22761 Charleston SC 29413 PC Capital Grant 100000 Michael J Fox Foundation PO Box 4777 New York NY 10163 PC General 2000 Susquehanna Heritage Corp 1706 Long Level Rd Wrightsville PA 17368 PC General 5000 Spokes Group of Charleston 3 Warfside ST Ste 3O Charleston SC 29401 None PC Bike Share program 10000 United States Naval Academy Foundat 247 King George ST Annapolis MD 21402 PC $300K International programs$200K Unrestricted 200000 Johns Hopkins Peabody Institute 1 E Mt Vernon Pl Baltimore MD 21202 PC Tuned-In Program 10000 National Charitable Endowment 25 Old Kings Highway Darien CT 06820 None PC Donor Advised Fund 5000000 PATH 340 N Madison Ave Los Angeles CA 90004 None PC General Operations 1000 National CASA Association 100 W Harrison ST Suite 500 Seattle WA 98119 None PC General Operations 10000 Bushnell Park Foundation PO Box 230778 Hartford CT 06123 None PC Conservation 5000 Jenkins Institute for Children 3923 Azalea Dr North Charleston SC 29405 None PC General Operations 5000 St Vincent Academy 228 W Market ST Newark NJ 07103 None PC Education 3400 Bridgeport Group Foundation 3783 Meeting ST North Charleston SC 29405 None PC General Operations 2000 Rice University Civil Enviro Eng 6100 Mains ST Houston TX 77005 None PC Scholarship 100000 Charleston Jazz 295 Seven Farms DR Suite C-294 Charleston SC 29492 None PC Music 11480 Veterans Honor Park of Lancaster Ct 315 Clay RD Litiz PA 17543 None PC Conservation 25000 St Joseph Pro Foundation 297 Federal ST Camden NJ 08105 None PC General Operations 6000 US Chamber of Commerce Fdn 1615 H Street NW Washington DC 20062 None PC General Operations 135000 Colgate University 13 Oak Drive Hamilton NY 13346 None PC Scholarship - Eric Matt 5000 Penn State Unimvesity 109 Shields Building University Park PA 16802 None PC Scholarship - Shohini Banerjee $5,000Drew Carson $5,000Kaleb Swift $5,000 15000 American Chestnut Cooperators Fdn 2667 Forest Service RD 708 Newport VA 24128 None PC General Operations 5000 Net Texts Foundation 2 Gibbs Street Charleston SC 29401 Related Organization POF General Operations 50000 Austin AISD 1111 W Sixth St Austin TX 78703 None PC General Operations 5000 Sustainable Food Center 2921 E 17th ST Austin TX 78702 None PC General Operations 1000 Paramount Theatre Alliance 713 Congress Ave Austin TX 78701 None PC General Operations 8000 Friends of the School of Arts 45 Prince ST Rochester NY 14607 None PC General Operations 5000 11121962 1234541 -1045958 Olmstead Documentary 219 188802 188802 false false false false false false false false false false Noke and Heard 2500 0 2500 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 111503673 111503673 JP Morgan Equities 5840205 5840205 National Charitable Endowment AT COST 5000000 5000000 Simple C AT COST Seminole Offshore Series 2 FMV Seminole Opp Fund Subseries B FMV Austen Gowder - legal Allegro 5580 0 0 5580 Austen Gowder - legal Lowline 10910 0 0 10910 Bourne, Noll and Kenyon 4317 0 0 4317 Low Line - legal fees 11100 0 0 11100 Federal Excise tax 15630 Increase in grant commitments 5770000 Dues - Chamber of Commerce 3000 3000 Investment expense 12453 12453 Office Expense 822 Stationery 216 216 Technology Inforest Comm 330 Technology software 910 Travel 56 Olmstead Documentary 219 Rounding 4 AFS - consultant 25000 0 0 25000 Architecture - Allegro 26667 0 0 26667 Architecture - Carolina Voyage Charter S 6250 0 0 6250 Design - LowCountry Lowline 16612 0 0 16612 Development consultant -Allegro 10000 0 0 10000 Jenkins Inst for Children - consultant 3646 0 0 3646 Foreign tax 22984 22984