SPEEDWELL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SPEEDWELL FOUNDATION (EIN 22-3764378)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349100700
- Schema version
- 2013v3.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T05:04:36-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noke and Heard LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Morris Avenue | AddressLine1 |
| City | Summit | City |
| State | NJ | State |
| ZIP Code | 079011583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael G Messner | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-11-12 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,152,116 | 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 | $8,465,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $41,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,381 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,512,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,640 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,837 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,837 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $380,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $380,506 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,458 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,458 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,947 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $431,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $429,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,697,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,697,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,129,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,127,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,382,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,110,712 | CashBOYAmt |
| Cash EOY | $194,501 | CashEOYAmt |
| Cash EOYFMV | $194,501 | CashEOYFMVAmt |
| Grants Receivable BOY | $45,684 | GrantsReceivableBOYAmt |
| Other Investments BOY | $74,082,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,424,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,957,615 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $75,238,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,618,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,152,116 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,014 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $696 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $696 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $75,235,953 | UnrestrictedBOYAmt |
| Unrestricted EOY | $79,618,015 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,235,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,618,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,238,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,618,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,235,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,382,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,618,556 | SubtotalAmt |
| Other Decreases | $541 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,618,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,685.88shs Seminole Offshore Fund | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-01-01 | AcquiredDt |
| Sold | 2013-01-01 | SoldDt |
| Gross Sales Price | $1,000,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $958,360 | CostOrOtherBasisAmt |
| Gain Or Loss | $41,640 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $41,640 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,051,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $88,670,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04569 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,570,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $79,858,556 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03219 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,326,297 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,089,338 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03183 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,510,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,743,634 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,318,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,437,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04636 | DistributionYr5Rt |
| Total Distribution | 0.18641 | TotalDistributionRt |
| Average Distribution | 0.03728 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $104,688,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,903,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $416 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,903,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,127,471 | 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 | $416 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $416 | SubtotalAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $850 | AppliedToEsTaxAmt |
| Total Payments And Credits | $850 | 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 | Jenny Messner | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082738052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Gibbes Street | AddressLine1 |
| City | Charleston | City |
| State | SC | State |
| ZIP Code | 294012302 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mr Michael G Messner | ||||||
| 2 Gibbes Street | Charleston | SC | 294012302 | Trustee | 0.00 | $0 |
| Mrs Jenny K Messner | ||||||
| 2 Gibbes Street | Charleston | SC | 294012302 | Trustee | 0.00 | $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 | $105,390,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,282,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $106,282,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,594,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,688,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,234,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,234,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $416 | TotalTaxAmt |
| Distributable Before Adj | $5,234,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,234,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,234,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,127,471 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,127,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $416 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,127,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,234,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,871,384 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,127,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,871,384 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,087 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,977,925 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| 1 Whitehall St | New York | NY | 10004 | None | PUBLIC | Study Abroad | $415,111 |
| Mass Institute of Tech | |||||||
| 77 Massachusetts Ave Rm E19-370 | Cambridge | MA | 02139 | None | PUBLIC | Smartphone transportation app project | $50,000 |
| Georgia Tech | |||||||
| 177 North Ave NW | Atlanta | GA | 30345 | None | PUBLIC | Education Capital $200,000 On Line Civil Eng $140,000 Charleston Study $95,000 OER Project $75,000 | $510,000 |
| USNA Foundation | |||||||
| 291 Wood Rd | Annapolis | MD | 21042 | None | PUBLIC | Study Abroad | $45,000 |
| Smithsonian National Zoo | |||||||
| PO Box 37012 MRC 5517 | Washington | DC | 20013 | None | PUBLIC | Carousel | $450,000 |
| St Pius X Catholic High School | |||||||
| 2674 Johnson Rd NE | Atlanta | GA | 30345 | None | PUBLIC | Education Capital Campaign $100,0000OER Project $108,332 | $208,332 |
| Catholic Partnership Schools | |||||||
| 808 Market St | Camden | NJ | 08102 | None | PUBLIC | IPAD PROJECT | $189,144 |
| Charleston Symphony Orchestra | |||||||
| 572 Savanah Hwy | Charleston | SC | 29407 | None | PUBLIC | Artistic | $40,000 |
| Charleston Area Therapeutic Riding | |||||||
| PO Box 146 | Johns Island | SC | 29457 | None | PUBLIC | Capital campaign | $70,000 |
| Charleston Moves | |||||||
| PO Box 21625 | Charleston | SC | 29413 | None | PUBLIC | Signs | $33,561 |
| Charleston Charter SchoolMath Scien | |||||||
| 1002 Kind St | Charleston | SC | 29403 | None | PUBLIC | Education Ipads | $86,726 |
| Archbishop Curley High School | |||||||
| 3701 Sinclair Ln | Baltiomre | MD | 21213 | None | PUBLIC | Education Ipads | $75,000 |
| American College of the Building Ar | |||||||
| 21 Magazine St | Charleston | SC | 29401 | None | PUBLIC | Education GOS | $105,000 |
| Public Charter School Alliance SC | |||||||
| PO 80444 | Charleston | SC | 29416 | None | PUBLIC | Education Start up funds | $120,000 |
| Sundry grants paid 10000 each | |||||||
| 2 Gibbes Street | Charleston | SC | 29401 | None | PUBLIC | Various grants | $36,974 |
| Alliance For School Choice | |||||||
| 1660 L Street NW Suite 1000 | Washington | DC | 20036 | PUBLIC | Educational | $50,000 | |
| Baltimore Symphony | |||||||
| 1212 Cathedral St | Baltimore | MD | 21201 | None | PUBLIC | Artistic | $25,000 |
| Water Mission Intl | |||||||
| PO Box 31258 | Charleston | SC | 29417 | None | PUBLIC | Conservation -water | $20,000 |
| Cancer Research Intitute | |||||||
| 55 Broadway Suit 802 | New York | NY | 10006 | None | PUBLIC | Medical research GOS | $20,000 |
| Christ The King Preparatory School | |||||||
| 239 Woodside Ave | Newark | NJ | 07104 | None | PUBLIC | Education | $30,000 |
| City of Charleston | |||||||
| 823 Meeting St | Charleston | SC | 29403 | None | PUBLIC | Conservation | $100,000 |
| Creative Commons | |||||||
| PO Box 1866 | Mountain View | CA | 94042 | None | PUBLIC | Education | $50,000 |
| Cape Romain Enviro Ed Center School | |||||||
| 1011 old Cemetary Rd | McClellanville | SC | 29458 | None | PUBLIC | IPAD Project | $16,449 |
| Gaillard Performance Hall Fdn | |||||||
| 40 Calhoun St Suite 230 | Charleston | SC | 29401 | None | PUBLIC | Artistic Capital Campaign | $100,000 |
| Gibbes Museum of Art | |||||||
| 135 Meeting St | Charleston | SC | 29401 | None | PUBLIC | Artistic Capital $60,000 GOS $20,000 | $80,000 |
| Idealistorg Incentive Mentoring Pro | |||||||
| 302 Fifith Ave 11th Floor | New Yrok | NY | 10001 | None | PUBLIC | Education | $24,000 |
| Lowcountry Open Land Trust | |||||||
| 43 Wentworth St | Charleston | SC | 29401 | None | PUBLIC | Conservation | $120,000 |
| Maryland Institute College of Art | |||||||
| 1300 W Mount Royal Ave | Baltimore | MD | 21217 | None | PUBLIC | Documentary Film | $200,000 |
| Medfield Public Schools | |||||||
| 459 Main St third Floor | Medfield | MA | 02052 | None | PUBLIC | OER Project | $24,950 |
| Orange Grove Elementary Charter Sch | |||||||
| 1225 Orange Branch Rd | Charleston | SC | 29407 | None | PUBLIC | Ipad Project | $20,000 |
| RippleEffect | |||||||
| PO Box 3012 | Seattke | WA | 98114 | None | PUBLIC | Education | $10,000 |
| StudentsFirst | |||||||
| 825 K St 2nd Floor | Sacramento | CA | 95814 | None | PUBLIC | Education | $25,000 |
| Charleston Catholic Schools | |||||||
| 888-A King St | Charleston | SC | 29403 | None | PUBLIC | Education | $86,611 |
| The Trust for Public Land | |||||||
| 101 Mongomery St Suite 900 | San Fracisco | CA | 94104 | None | PUBLIC | Conservation | $45,000 |
| WINGS for Kids | |||||||
| 476 Meeting St Suite E | Charleston | SC | 29403 | None | PUBLIC | Education | $50,000 |
| American Camping Assoc | |||||||
| 5000 State Road 67 North | Martinsville | IN | 46151 | None | PUBLIC | Conservation | $30,000 |
| Carolina Voyager Charter Schools | |||||||
| 30 Race Street | Charleston | SC | 29403 | None | PUBLIC | Education | $100,000 |
| Charleston Park Conservancy | |||||||
| PO Box 21000 | Charleston | SC | 29413 | None | PUBLIC | Conservation - film screening support $10,812GOS $10,000 | $20,812 |
| Explore Austin | |||||||
| 2121 E Cesar Chavez St | Austin | TX | 78702 | None | PUBLIC | Conservation | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,697,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,640 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| OER | $4,317 |
| Olmstead Documentary | $1,064 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,021 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,021 | 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 | AddressLine1 |
| City | Summit | City |
| State | NJ | State |
| ZIP Code | 07901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,465,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $78,719,585 | $118,816,778 |
| Seminole Opp Fund Subseries B | AT COST | $704,625 | $2,140,837 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $2,837 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,837 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Excise tax | $540 |
| Roundaing | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office | Desc |
| Revenue And Expenses Per Books | $1,947 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OER | $4,317 |
| Olmstead Documentary | $1,064 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Computer support -school tablets | $16,000 | $0 | $0 | $16,000 |
| Consultant Low Country SC | $13,084 | $0 | $0 | $13,084 |
| Consultant tablet support for schools | $45,000 | $0 | $0 | $45,000 |
| Consulting - Net Texts Inc - education | $20,667 | $0 | $0 | $20,667 |
| Education consultant - OER | $200,000 | $0 | $0 | $200,000 |
| Education website - Vision 2020 | $4,000 | $0 | $0 | $4,000 |
| Public Relations consultant | $10,000 | $0 | $0 | $10,000 |
| Red Field-Green Field consultant | $71,515 | $0 | $0 | $71,515 |
| Web hosting - Olmstead film | $240 | $0 | $0 | $240 |
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