SPEEDWELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349106226
- Schema version
- 2024v5.2
- 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
- Contractor Compensation Expln
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:25:54-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221536289 | PreparerFirmEIN |
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 | 07901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 75 Montgomery Ferry Drive NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael G Messner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $175,264,905 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,220,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,220,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,937,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,716,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,937,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,158,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,158,035 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,440 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $27,426 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $128,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,370 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $117,254 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $97,190 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $39,383 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $181,810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181,810 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $74,024 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $58,152 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,340 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $568,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $325,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,122,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,122,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,690,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $325,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,294,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,467,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,832,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $633,902 | CashBOYAmt |
| Cash EOY | $785,257 | CashEOYAmt |
| Cash EOYFMV | $785,257 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,512,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,649,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,649,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $106,198,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,967,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,967,597 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,525,446 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,862,887 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,862,887 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $159,870,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,264,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,264,905 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,075 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,896 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,387,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,212,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,390,575 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,251,396 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,480,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $173,013,509 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,480,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,013,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,870,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,264,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,480,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,467,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,066,199 | OtherIncreasesAmt |
| Subtotal | $173,013,509 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $173,013,509 | 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 |
|---|---|---|---|---|---|---|---|
| Fidelity # 8644 | P | 2000-11-11 | 2024-11-11 | $182,560,642 | $177,630,427 | $4,930,215 | $4,930,215 |
| JPM # 007 | P | 2000-11-11 | 2024-11-11 | $6,776,351 | $6,789,786 | -$13,435 | -$13,435 |
| Fidelity # 1620 | P | 2000-11-11 | 2024-11-11 | $379,435 | $358,223 | $21,212 | $21,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,937,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $233,968 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $233,968 | SubtotalAmt |
| Tax Based On Investment Income | $233,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,978 | EsPenaltyAmt |
| Tax Due | $146,946 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie Forte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128386055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 290637 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112290637 | 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 |
| 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 (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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Elizabeth Reynolds | |||||
| 1093 Clayton Mill River Rd | Southfield | MA | 01259 | Investment advice | $25,020 |
| Marie Forte | |||||
| 1879 East 28th ST | Brooklyn | NY | 11229 | Adminstration | $60,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $142,163,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,698,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,861,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $168,861,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,532,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,328,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,316,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,316,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $233,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $233,968 | TotalTaxAmt |
| Distributable Before Adj | $8,082,472 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,082,472 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,082,472 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,294,842 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,294,842 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,082,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,691,160 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,294,842 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,691,160 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,603,682 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,478,790 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mr Michael G Messner | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| 120 Wall ST FL 4 | New York | NY | 10005 | None | PC | Student Scholarship Fund | $315,000 |
| Georgia Tech Foundation | |||||||
| 760 Spring Street NW Suite 400 | Atlanta | GA | 30308 | None | PC | Center for Finance & Technology -Operations $800,000Season Speedwell Talks $100,000Promis Scholarship program $200,000Fellowshio Endowment $2,000,000Tuiition for Cristo Rey High School student $100,000Student support for Cristo Rey Students $200,000 | $3,200,000 |
| Catholic Charities | |||||||
| 35 Groton ST | Hartford | CT | 06106 | None | PUBLIC | Unrestricted | $31,198 |
| Charleston Symphony Orchestra | |||||||
| 572 Savanah Hwy | Charleston | SC | 29407 | None | PC | Unrestricted $50,000Trip by Youth Symphony for performance at Carnegie Hall New York $50,000 | $100,000 |
| Charleston Park Conservancy | |||||||
| PO Box 21000 | Charleston | SC | 29413 | None | PC | Support Parks and Green Spaces- continued care for 20 parks $50,000.Bond referendum support "Vote Yes for Charleston Parks" $10,000. | $25,000 |
| Cristo Rey Atlanta Jesuit High Scho | |||||||
| 222 Piedmont Avenue NE | Atlanta | GA | 30308 | None | PC | Support quality education and work experience to young men and women of limited economic means $150,000. | $218,000 |
| City Park Alliance | |||||||
| 1777 Chuch Street NW | Washington | DC | 20036 | None | PC | Management software $50,000Greater & Greener Conference $50,000Unrestricted $50,000 | $150,300 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PC | Minority Students scholarship program for the 2023-2024 school year. | $65,000 |
| Allegro Charter School Music | |||||||
| 2731 Gordon St N | Charleston | SC | 29405 | None | PC | Unrestricted | $500,000 |
| Prospect Park Alliance | |||||||
| 95 Propect Park West | Brooklyn | NY | 11215 | None | PC | Conservation - support the parks program | $127,500 |
| Lancaster County Conservancy | |||||||
| 117 South West End Ave | Lancaster | PA | 17603 | None | PC | Conservation | $100,100 |
| Drexel Fund | |||||||
| 212 Broadway East 22777 | Seattle | WA | 98102 | None | PC | Education Projects within the Drexel Fund. This fund invests in financially sustainable schools serving low-income students in any state with publicly funded private school choice. | $250,000 |
| United States Naval Academy Foundat | |||||||
| 247 King George ST | Annapolis | MD | 21402 | None | PC | Education - Establish professorship in Foreign Studies $1,200,000USNA Campaign Fund $100,000 | $1,300,000 |
| Trust for Public Land San Francisco | |||||||
| 101 Montogomery St | San Francisco | CA | 94104 | None | PC | General Operations | $75,000 |
| Atlanta Beltline Partnership Inc | |||||||
| 970 Jefferson ST Nw | Atlanta | GA | 30318 | None | PC | Unrestricted | $100,000 |
| Piedmont Park Conservancy Inc | |||||||
| PO Box 7795 | Atlanta | GA | 30357 | None | PC | Conservation - Support Olmsted Event - $19,591.Support the Parks and Green Space Program $100,000 | $185,000 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | None | PC | Unrestricted | $40,600 |
| Park Pride | |||||||
| PO Box 4936 | Atlanta | GA | 30302 | None | PC | Conservation - Parks for All Comprehensive Campaign | $50,000 |
| Center for Independent Documentary | |||||||
| PO Box 95216 | Newton | MA | 02493 | None | PC | Conservation - Rails to Trails Documentary | $149,000 |
| Olmsted Network | |||||||
| 1101 30th St Nw Ste 500 | Washington | DC | 20007 | None | PC | Support the Olmsted principles - Parks For All People Program $33,875 | $25,000 |
| Grateful Peoples | |||||||
| 3619 Mississippi St | San Diego | CA | 92104 | None | PC | Unrestricted -Education - support program to bring the power of gratitude to children. | $10,000 |
| Gabriel Homes | |||||||
| PO Box 710207 | Herndon | VA | 20171 | None | PC | Unrestricted - intellectual and developmental disabilities to live independent. | $20,000 |
| Ansley Park Beautification Fdn | |||||||
| PO Box 570296 | Atlanta | GA | 30357 | None | PC | Parks and Green Spaces Program - general support. | $10,000 |
| 99 Pledges | |||||||
| 555 Bryant ST 4700 | Palo Alto | CA | 94301 | None | PC | Unrestricted | $66 |
| Archdiocease of Atlanta | |||||||
| 24014 Lake Park Dr Se | Smyrna | GA | 30080 | None | NC | Unrestricted | $5,173 |
| James Madison High School | |||||||
| 2500 James Madison Dr | Vienna | VA | 22181 | None | PC | Unrestricted | $1,000 |
| Trash Academy of Culture Trust | |||||||
| 1315 Walnut St Suite 101 | Philadelphia | PA | 19107 | None | PC | Unrestricted | $20,000 |
| Propel ATL | |||||||
| 2870 Peachtree Rd NW | Atlanta | GA | 30305 | None | PC | Bike Maps for inter-suburbs | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,122,937 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,220,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,937,992 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| Olmstead Documentary | 3 |
| Other income |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,220,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,937,992 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,158,035 | 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 | $2,000,000 | 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 | $27,426 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Elizabeth Reynolds | ContractorPersonNm |
| Explanation | Teaching assistant and investment advisor | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $2,440 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Grant related expenses | $7,956 | |
| Office expense | $15,929 | |
| Subscriptions | $12,340 | $12,340 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Grant Commitments | Desc |
| Amt | $2,175,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment advisor Penn Capital | $34,486 | $34,486 | $0 | $0 |
| Management Fees | $60,000 | $0 | $0 | $40,000 |
| Teachers Lecturers foe Georgia Tech | $34,370 | $0 | $0 | $34,370 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal excise tax | $103,939 | $103,939 |
| Foreign tax #8006 | $54,820 | $54,820 |
| Foreign tax #8644 | $23,051 | $23,051 |
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