SPEEDWELL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201612259349100001
- Schema version
- 2015v2.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T05:47:55-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noke and Heard LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Morris Avenue | AddressLine1Txt |
| City | Summit | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079011583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223764378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Speedwell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEE | BusinessNameControlTxt |
| Phone | 9082738052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Gibbes Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael G Messner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOUGHERTY | PreparerPersonNm |
| PTIN | P00031300 | PTIN |
| Phone | 9082774145 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,080,119 | 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 | $13,000,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $1,576,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,576,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,106 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,577,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,576,256 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,952 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,952 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,847 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,781 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $170,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $170,958 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47,360 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47,360 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $31,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $262,278 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,489,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,489,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,751,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,751,719 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,825,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,576,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $352,110 | CashBOYAmt |
| Cash EOY | $13,601,155 | CashEOYAmt |
| Cash EOYFMV | $13,601,155 | CashEOYFMVAmt |
| Other Investments BOY | $79,424,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,000,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $141,478,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,776,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,601,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,080,119 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $132 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $132 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $79,776,321 | UnrestrictedBOYAmt |
| Unrestricted EOY | $88,601,490 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,776,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,601,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,776,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,601,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,776,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,825,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $88,601,931 | SubtotalAmt |
| Other Decreases | $441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,601,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,465.0364 Seimnole Offshore Fund | P | 2011-01-01 | 2015-01-01 | $2,000,000 | $1,401,282 | $598,718 | $598,718 |
| 2,612.2984 Seimnole Offshore Fund | P | 2011-01-01 | 2015-04-01 | $2,000,000 | $1,484,696 | $515,304 | $515,304 |
| 2,705.1772 Seimnole Offshore Fund | P | 2011-01-01 | 2015-10-01 | $2,000,000 | $1,537,766 | $462,234 | $462,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,576,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,051,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $131,587,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04599 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,127,055 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $104,688,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,051,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $88,670,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,570,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,858,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,326,297 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,089,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03183 | DistributionYr5Rt |
| Total Distribution | 0.195113 | TotalDistributionRt |
| Average Distribution | 0.039023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $135,261,518 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,278,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,763 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,294,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,751,719 | 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 | $15,763 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,763 | SubtotalAmt |
| Tax Based On Investment Income | $15,763 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $434 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,763 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,197 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $434 | OverpaymentAmt |
| Applied To ES Tax | $434 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lily Seto | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128386055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E 56th St 30th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,596,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,724,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,321,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $137,321,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,059,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,261,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,763,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,763,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,763 | TotalTaxAmt |
| Distributable Before Adj | $6,747,313 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,747,313 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,747,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,751,719 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,751,719 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,763 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,735,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,747,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,505,470 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,751,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,505,470 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,249 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,501,064 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| 1 Whitehall St | New York | NY | 10004 | None | PC | Speedwell Scholarship Fund $561,100Second Century Campaign$150,000GOS $10,000 | $721,100 |
| Georgia Tech | |||||||
| 177 North Ave NW | Atlanta | GA | 30345 | None | PC | Open Access Material Project | $250,000 |
| Catholic Partnership Schools | |||||||
| 808 Market St | Camden | NJ | 08102 | None | PC | General Op Support | $250,000 |
| Charleston Symphony Orchestra | |||||||
| 572 Savanah Hwy | Charleston | SC | 29407 | None | PC | Director of Education $60,000Genereal Operating Support $25,000$50,000 | $135,000 |
| City of Charleston | |||||||
| 823 Meeting St | Charleston | SC | 29403 | None | GOV | Oceanic Skate Park | $200,000 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Tuition Grant | $15,000 |
| The Trust for Public Land | |||||||
| 101 Mongomery St Suite 900 | San Fracisco | CA | 94104 | None | PC | Detroit Study | $150,000 |
| Charleston Park Conservancy | |||||||
| PO Box 21000 | Charleston | SC | 29413 | None | PC | Party For Parks $10,000WiFi project $27,000$30,000$9,621$300,000$35,000 | $411,621 |
| Charleston County Park Rec Commisio | |||||||
| 861 Riverland Drive | Charleston | SC | 29412 | None | GOV | Master plan - Baker Hospital property $24,300Countrywide Bikeway Implementation Plan $56,610 | $80,910 |
| City of Refuge | |||||||
| 1300 Joseph E Boone Blvd | Atlanta | GA | 30314 | None | PC | General Operating Support | $5,000 |
| Coastal Community Foundation | |||||||
| 635 Rutledge Avenue Suite 201 | Charleston | SC | 29403 | None | PC | Education | $280,000 |
| Cristo Rey Atlanta Jesuit | |||||||
| 680 West Peachtree Street NW | Atlanta | GA | 30308 | None | PC | $75,000$75,000 | $150,000 |
| CSO Spiritual Ensemble | |||||||
| 26 Prescient St | Mt Pleasant | SC | 29464 | None | PC | General Operating Support | $5,000 |
| East Cooper Land Trust | |||||||
| Po Box 2495 | Mt Pleasant | SC | 29465 | None | PC | General Operating Support | $6,000 |
| Purdue University | |||||||
| 5117 S Ironwood Rd | South Bend | IN | 46614 | None | PC | Robert E Behmer Scholarship | $5,000 |
| Safe Place | |||||||
| PO Box 19454 | Austin | TX | 78760 | None | PC | General Operating Support | $2,000 |
| Thread | |||||||
| PO Box 1584 | Baltimore | MD | 21203 | None | PC | General Operating Support | $20,000 |
| Carolina Voyager Charter School | |||||||
| 30 Race Street | Charleston | SC | 29403 | None | PC | $350,000Camp Scholarship $2,500 | $352,500 |
| CASA for Children of Essex County | |||||||
| 212 Washington Street | Newark | NJ | 07102 | None | PC | General Operating Support | $20,000 |
| Charleston Area Theram | |||||||
| PO Box 146 | Johns Island | SC | 29457 | None | PC | Capital Campaign | $50,000 |
| Christ The King Prepartory | |||||||
| 239 Woodside Avenue | Newark | NJ | 07104 | None | PC | General Op Support | $25,000 |
| City Park Alliance | |||||||
| 2121 Ward Court NW Fifth Floor | Washington | DC | 20037 | None | PC | Indianapolis Symphony Orchestra | $50,000 |
| Explore Austin | |||||||
| 2121 E Cesar Chavez St | Austin | TX | 78702 | None | PC | Conservation | $20,000 |
| Galliard Performance Hall Foundatio | |||||||
| 40 Calhoun Street Suite 230 | Charleston | SC | 29401 | None | PC | Capital Campaign | $300,000 |
| Gibbes Museum of Art | |||||||
| 135 Meeting Street | Charleston | SC | 29401 | None | PC | Capital Campaign | $60,000 |
| National PKU Alliance | |||||||
| PO Box 501 | Tomahawk | WI | 54487 | None | PC | General Operating Support | $5,000 |
| Public Charter School Alliance SC | |||||||
| PO 80444 | Charleston | SC | 29416 | None | PC | Event expenses $19,138Burke Charter Application $50,000$50,000 | $119,138 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Charleston Symphony Orch | $60,000 |
| WINGS for Kids | |||||||
| 476 Meeting St Suite E | Charleston | SC | 29403 | None | PC | Education | $50,000 |
| Paramount Theatre | |||||||
| 713 Congress Avenue | Austin | TX | 78701 | None | PC | General Operating Support | $6,000 |
| Lehman College | |||||||
| 250 Bedford Park Blvd W | Bronx | NY | 10468 | None | PC | IPad Project | $44,189 |
| Allegro Charter School Music | |||||||
| 120 Braod Street | Charleston | SC | 29401 | None | PC | $2,420Fund raising $9,933$200,000Renovation $250,000$53,300$60,500 | $573,733 |
| Austin Parks Foundation | |||||||
| 507 Calles Atreet Ste 116 | Austin | TX | 78702 | None | PC | General Operating Support | $6,000 |
| American Camp Assoc | |||||||
| 500 State Raod 67 | No Martinsville | IN | 46151 | None | PC | General Operating Support | $36,000 |
| Christian Appalachian Project | |||||||
| PO Box 55911 | Lexington | KY | 40555 | None | PC | General Operating Support | $1,000 |
| Catholic Relief Services | |||||||
| PO Box 17090 | Baltiomre | MD | 21297 | None | PC | General Operating Support | $20,000 |
| Charleston Moves | |||||||
| PO Box 21625 | Charleston | SC | 29413 | None | PC | General Operating Support | $25,000 |
| Children International | |||||||
| PO Box 219055 | Kansas City | MO | 64121 | None | PC | General Operating Support | $1,000 |
| DC Central Kitchen | |||||||
| 425 Second St NW | Washington | DC | 20001 | None | PC | General Operating Support | $1,000 |
| Colour of Music Festival | |||||||
| PO Box 22724 | Charleston | SC | 29413 | None | PC | General Op Support $25,000Sponsorship $10,000 | $35,000 |
| Doctors Without Borders | |||||||
| 337 Seventh Ave Second Floor | New York | NY | 10001 | None | PC | General Operating Support | $1,000 |
| EUVA Inc | |||||||
| 35-3508 Hudson Street | Jersey City | NJ | 07302 | None | PC | General Operating Support | $10,000 |
| Footlight Players | |||||||
| 20 Queen Street | Charleston | SC | 29401 | None | PC | Interface with charter schools project | $10,000 |
| Habitat for Humanity | |||||||
| PO Bix 487 | Fort Thompson | SD | 57339 | None | PC | General Operating Support | $1,000 |
| Heifer International | |||||||
| 1 Word Avenue | Little Rock | AR | 72202 | None | PC | General Operating Support | $1,000 |
| Home Sweet Home Ministries | |||||||
| 303 E Oakland Avenue | Bloomington | IL | 61701 | None | PC | General Operating Support | $1,000 |
| Lancaster County Bassmasters | |||||||
| 45 Lauries Lane | Litiz | PA | 17543 | None | PC | General Operating Support | $5,000 |
| Lilitz Sportsman Association | |||||||
| 21 East Lemon Street | Litiz | PA | 17543 | None | PC | General Operating Support | $5,000 |
| LowCountry LowLine | |||||||
| 18 State Street | Charleston | SC | 29401 | None | PC | General Operating Support | $200,250 |
| Mother Emanuel Hope Fund | |||||||
| PO Box 304 | Charleston | SC | 29402 | None | PC | General Operating Support | $20,000 |
| New Yorkers for Parks | |||||||
| 55 Broad Street 23rd Floor | New York | NY | 10004 | None | PC | General Operating Support | $25,000 |
| New York Campaign for Achievement N | |||||||
| 1112 16th Street NW Ste 240 | Washington | DC | 20036 | None | PC | General Operating Support | $25,000 |
| Orchkids | |||||||
| 1212 Cathedral Street | Baltimore | MD | 21201 | None | PC | General Operating Support | $20,000 |
| Peabody Institute Tuned-In Program | |||||||
| 1 East Mount vernon Place | Baltimore | MD | 21202 | None | PC | General Operating Support | $10,000 |
| Penn State University | |||||||
| 102 Shields Building | University Park | PA | 16802 | None | PC | Robert E Behmer Scholarship | $5,000 |
| Prospect Park Alliance | |||||||
| 95 Propect Park West | Brooklyn | NY | 11215 | None | PC | General Operating Support | $15,000 |
| Ripple Effect | |||||||
| PO Box 441 | Portland | ME | 04112 | None | PC | General Operating Support | $10,000 |
| St John the Evangelist Catholic Sch | |||||||
| 240 Arnold Street | Haperville | GA | 30345 | None | PC | Education | $125,000 |
| St Jude Childrens Research Hospital | |||||||
| PO Box 1893 | Memphis | TN | 38101 | None | PC | General Operating Support | $2,000 |
| Learning Accelerator | |||||||
| 10605 Farallone Drive | Cupertino | CA | 95014 | None | PC | OER Initiative | $250,000 |
| WNET | |||||||
| 825 Eight Avenue 14th Floor | New York | NY | 10019 | None | PC | Treasures of NY - Rails to Trails | $170,000 |
| Wounded Warriors | |||||||
| Po Box 758517 | Topeka | KS | 66675 | None | PC | General Operating Support | $1,000 |
| Cusabo National Lacrosse | |||||||
| PO Box 20040 | Carleston | SC | 29413 | None | PC | General Operating Support | $10,000 |
| Childrens Scholarship Fund | |||||||
| 8 West 38th Street 9th Floor | New Yok | NY | 10018 | None | PC | Scholarship | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,489,441 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,576,256 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Related Or Exempt Function Incm | $1,106 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,577,362 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,577,362 | 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 | Mr Michael Messner | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Gibbes Street | AddressLine1Txt |
| City | Charleston | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 294012302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Noke and Heard | CategoryTxt |
| Amt | $4,847 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,781 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Seminole Offshore Fund, Ltd., Class A and the Seminole Small Cap. Fund, Ltd. Class A are Passive Foreign Investment Companies under IRC 1291-1298. Income is not taxed when received, rather income is only reported upon disposition. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Simple C | AT COST | ||
| Seminole Offshore Series 2 | AT COST | $74,295,842 | $139,125,563 |
| Seminole Opp Fund Subseries B | AT COST | $704,625 | $2,353,401 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bourne, Noll and Kenyon | $4,566 | $0 | $0 | $4,566 |
| Howell Linkous & Nettles - Allegro r/e | $3,386 | $0 | $0 | $3,386 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise tax | Desc |
| Amt | $441 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AFS Scholarship work | $16,200 | $16,200 |
| City Park Alliance dues | $10,500 | $10,500 |
| Meeting expense | $2,956 | $2,956 |
| Office | -$27 | |
| Olmstead FIlm expenses | $1,371 | $1,371 |
| Red Field - Green Fields - reimbursed ex | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Revenue And Expenses Per Books | $1,106 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $6 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultant - Open Spaces | $63,258 | $0 | $0 | $63,258 |
| Consultant - school tablet support | $94,000 | $0 | $0 | $94,000 |
| Sass Herrin & Assoc - appraisals | $13,700 | $0 | $0 | $13,700 |
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