SPEEDWELL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-14
- IRS object ID
- 201512879349100211
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T10:35:10-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2014-01-01 | 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 | 2015-10-14 | 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 | 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 | $141,952,218 | 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 | $6,220,000 | ContriRcvdRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,382 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,221,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $11,453 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $11,453 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,936 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $206,915 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $206,915 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47,953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47,953 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,733 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $277,054 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,774,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,774,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,063,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,051,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,306 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,501 | CashBOYAmt |
| Cash EOY | $352,110 | CashEOYAmt |
| Cash EOYFMV | $352,110 | CashEOYFMVAmt |
| Other Investments BOY | $79,424,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,424,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $141,600,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,618,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,776,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,952,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $696 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $79,618,015 | UnrestrictedBOYAmt |
| Unrestricted EOY | $79,776,321 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,618,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,776,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,618,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,776,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,618,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,306 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,776,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,776,321 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,127,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $104,688,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,051,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,670,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,570,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,858,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03219 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,326,297 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,089,338 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03183 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,510,009 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,743,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03036 | DistributionYr5Rt |
| Total Distribution | 0.17948 | TotalDistributionRt |
| Average Distribution | 0.03590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $131,587,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,723,469 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,723,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,051,836 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $434 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $434 | TotalPaymentsAndCreditsAmt |
| 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 | $132,981,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,591,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $133,591,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,003,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,587,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,579,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,579,381 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,579,381 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,579,381 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,579,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,051,836 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,051,836 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,051,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,579,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,977,925 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,051,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,977,925 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,073,911 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,505,470 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 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 | Study Abroad | $681,435 |
| Mass Institute of Tech | |||||||
| 77 Massachusetts Ave Rm E19-370 | Cambridge | MA | 02139 | None | PC | Smartphone transportation app project | $45,000 |
| Georgia Tech | |||||||
| 177 North Ave NW | Atlanta | GA | 30345 | None | PC | Education Project-NetTexts $75,000Capital - Mason Building project $100,000 | $175,000 |
| Johns Hopkins Unvi | |||||||
| 3400 No Charles St Ste 500 W | Baltiomre | MD | 21218 | None | PC | Education - East Baltimore Inner City Schools Project | $65,000 |
| Catholic Partnership Schools | |||||||
| 808 Market St | Camden | NJ | 08102 | None | PC | IPAD PROJECT | $84,367 |
| Charleston Symphony Orchestra | |||||||
| 572 Savanah Hwy | Charleston | SC | 29407 | None | PC | Director of Education | $60,000 |
| Charleston Moves | |||||||
| PO Box 21625 | Charleston | SC | 29413 | None | PC | Matching program | $50,000 |
| Archbishop Curley High School | |||||||
| 3701 Sinclair Ln | Baltiomre | MD | 21213 | None | PC | Education Ipad support | $75,000 |
| Charleston Park Conservancy | |||||||
| PO Box 21000 | Charleston | SC | 29413 | None | PC | WiFi in the park $30,000Party for Parks $10,000 | $40,000 |
| American Camp Association | |||||||
| 5000 State Road 67 North | Martinsville | IN | 46151 | None | PC | General Operating Support | $35,000 |
| Boys Girls Clubs of the Peninsula | |||||||
| 401 Pierce Road | Menlo Park | CA | 94025 | None | PC | General Operating Support | $15,000 |
| Breakthrough Austin | |||||||
| 1605A E 7th St | Austin | TX | 78702 | None | PC | General Operating Support | $2,500 |
| Charleston County Park Rec Commisio | |||||||
| 861 Riverland Drive | Charleston | SC | 29412 | None | GOV | Limehouse Point Park | $2,025,000 |
| Chrysalis Experimental Academy | |||||||
| 10 Mansell Ct E Ste 500 | Roswell | GA | 30076 | None | PC | Computer tech support | $19,520 |
| 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 | General Operating Support | $6,000 |
| Cristo Rey Atlanta Jesuit | |||||||
| 680 West Peachtree Street NW | Atlanta | GA | 30308 | None | PC | General Operating Support | $81,971 |
| CSO Spiritual Ensemble | |||||||
| 26 Prescient St | Mt Pleasant | SC | 29464 | None | PC | General Operating Support | $10,000 |
| East Cooper Land Trust | |||||||
| Po Box 2495 | Mt Pleasant | SC | 29465 | None | PC | General Operating Support | $15,000 |
| Los Angeles Neighborhood Land Trust | |||||||
| 315 W 9th Street Suite 950 | Los Angeles | CA | 90015 | None | PC | General Operating Support | $1,500 |
| National Baseball Hall of Fame Muse | |||||||
| Po Box 590 | Cooperstown | NY | 13326 | None | PC | General Operating Support | $10,000 |
| Our Lady of Sorrows School | |||||||
| 172 Academy St | South Orange | NJ | 07079 | None | PC | General Operating Support | $25,000 |
| Palmetto Policy Forum | |||||||
| Po Box 12676 | Columbia | SC | 29211 | None | PC | General Operating Support | $5,000 |
| Power My Learning CFY | |||||||
| 520 Eighth Avenue Floor 10 | New Yrok | NY | 10018 | None | PC | General Operating Support | $50,000 |
| Purdue University | |||||||
| 5117 S Ironwood Rd | South Bend | IN | 46614 | None | PC | General Operating Support | $5,000 |
| Safe Place | |||||||
| PO Box 19454 | Austin | TX | 78760 | None | PC | General Operating Support | $2,500 |
| San Francisco Parks Alliance | |||||||
| 1663 Mission St Suite 320 | San Francisco | CA | 94103 | None | PC | General Operating Support | $5,000 |
| SCOPE | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10018 | None | PC | General Operating Support | $5,000 |
| State of Maine Department of Educat | |||||||
| 23 State House Station | Augusta | ME | 04333 | None | GOV | General Operating Support | $50,000 |
| The Jimmy Fund | |||||||
| 10 Brookline Place West | Brookline | MA | 02445 | None | PC | General Operating Support | $5,000 |
| Thread | |||||||
| PO Box 1584 | Baltimore | MD | 21203 | None | PC | General Operating Support | $20,000 |
| Catholic School Region of Staten Is | |||||||
| 2820 Amboy Rd | Staten Island | NY | 10306 | None | PC | Purchase Chromebooks | $7,837 |
| Orange Grove Elementary Charte Scho | |||||||
| 1225 Orange Branch Rd | Charleston | SC | 29407 | None | PC | Education IPAD Project- NetText | $100,000 |
| Alliance For School Choice | |||||||
| 1660 L Street NW Suite 1000 | Washington | DC | 20036 | None | PC | Education - GOS | $25,000 |
| American College of the Bulding Art | |||||||
| 21 Magazine St | Charleston | SC | 29401 | None | PC | Education | $110,000 |
| Baltimore Symphony | |||||||
| 1212 Cathedral St | Baltimore | MD | 21201 | None | PC | Artistic | $20,000 |
| Carolina Voyager Charter School | |||||||
| 30 Race Street | Charleston | SC | 29403 | None | PC | Education - Charter Schools $350,000Capital-renovation project $19,307 | $369,307 |
| 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 | $45,000 |
| Charleston Developement Academy | |||||||
| 233 Line Street | Charleston | SC | 29403 | None | PC | Education - GOS | $10,000 |
| Children's Museum of the Low Countr | |||||||
| 25 Ann Street | Charleston | SC | 29403 | None | PC | General Operating Support | $10,000 |
| The Childrens Scholarship Fund | |||||||
| 8 W 38th St 9th Fl | New York | NY | 10018 | None | PC | Scholarship fund -Education | $15,000 |
| Christ The King Prepartory | |||||||
| 239 Woodside Avenue | Newark | NJ | 07104 | None | PC | Education | $30,000 |
| City Park Alliance | |||||||
| 2121 Ward Court NW Fifth Floor | Washington | DC | 20037 | None | PC | Conservation | $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 | $100,000 |
| Gibbes Museum of Art | |||||||
| 135 Meeting Street | Charleston | SC | 29401 | None | PC | Capital Campaign | $60,000 |
| Maryland Institute- College of Art | |||||||
| 1300 W Mt Royal Ave | Baltimore | MD | 21217 | None | PC | For The Cure documentary film | $269,000 |
| Meeting Street Academy | |||||||
| 642 Meeting St | Charlotte | SC | 29403 | None | PC | Educational Ipads | $34,633 |
| 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 | Various Projects | $106,962 |
| Smithsonian National Zoo | |||||||
| PO Box 37012 MRC 5517 | Washington | DC | 20013 | None | PC | Carousel | $300,000 |
| South Caroline Acquarium | |||||||
| 100 Aquarium Wharf | Charleston | SC | 29401 | None | PC | General Operating Support | $5,000 |
| St Pius X Catholic High School | |||||||
| 2674 Johnson Rd NE | Atlanta | GA | 30345 | None | PC | Education | $250 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Education | $75,000 |
| The Trust for Public Land | |||||||
| 101 Mongomery St Suite 900 | San Francisco | CA | 94104 | None | PC | Conservation | $200,000 |
| Tri County Scholarship | |||||||
| 4 Century Sr | Parsippany | NJ | 07054 | None | PC | Education | $20,000 |
| WINGS for Kids | |||||||
| 476 Meeting St Suite E | Charleston | SC | 29403 | None | PC | Education | $75,000 |
| YWCA Greater Charleston | |||||||
| 106 Coming Street | Charleston | SC | 29403 | None | PC | General Operating Support | $7,000 |
| Team Rubicon | |||||||
| 301 N Continential Blvd | El Sangundo | CA | 90245 | None | PC | General Operations | $5,000 |
| Paramount Theatre | |||||||
| 713 Congress Avenue | Austin | TX | 78701 | None | PC | General Operating Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,774,782 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Related Or Exempt Function Incm | $1,382 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,382 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,382 | 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 | 34 Locust Drive | AddressLine1Txt |
| City | Summit | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,220,000 | 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 | $8,936 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $78,719,586 | $139,125,563 |
| Seminole Opp Fund Subseries B | AT COST | $704,625 | $2,474,545 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Burine Noll and Kenyon | CategoryTxt |
| Legal Fees | $11,453 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,453 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Entertainment - meeting expense | $3,792 | $3,792 |
| Office | $2,304 | |
| Red Field - Green Fields - reimbursed ex | $6,901 | $6,901 |
| Tech and software | $40 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Olmstead Documentary | Desc |
| Revenue And Expenses Per Books | $1,382 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consultant - AFS Scholarship | $50,000 | $0 | $0 | $50,000 |
| Consultant - Baker Hill Hospital | $20,000 | $0 | $0 | $20,000 |
| Consultant - Boom Town Documentary | $15,000 | $0 | $0 | $15,000 |
| Consultant - Booms town Documentary | $69,500 | $0 | $0 | $69,500 |
| Consultant - Real Estate | $1,000 | $0 | $0 | $1,000 |
| Consultant - Real Estate Appraisal | $1,800 | $0 | $0 | $1,800 |
| Consultant - TEDx Charleston | $2,500 | $0 | $0 | $2,500 |
| Consultant- Meeting Street Academy | $15,950 | $0 | $0 | $15,950 |
| Red Field-Green Field consultant | $30,000 | $0 | $0 | $30,000 |
| Web hosting - Olmstead film | $1,165 | $0 | $0 | $1,165 |
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