2024-11-15T16:46:14-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 275487095 Pathfinder Foundation Inc % Foundation Source PATH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Cartter Lupton PRESIDENT 8008391754 2024-11-15 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X 33072825 X 0 X 7976 7976 106252 106252 1655330 4231276 1595204 1330647 881914 3100205 2591346 6000 6000 73764 31764 42000 3052 109731 431 549664 470589 48902 742211 502784 96902 1300000 1270000 2042211 502784 1366902 1057994 2088562 910162 1454349 1454349 3545434 3598247 3794029 24678594 25139588 27824447 29134190 30192184 33072825 0 0 X 29134190 30192184 29134190 30192184 29134190 30192184 29134190 1057994 30192184 30192184 Publicly-traded Securities 4231276 3047360 1183916 1183916 Passthrough K1 Capital Gain/(Loss) 852325 Sec 751 Gain on Sale of Ptshp Reclass -443860 DISTRIBUTIONS IN EXCESS OF BASIS 2823 1595204 29031 29031 29031 44520 0 44520 X 0 15489 15489 false false false false false true true false true true TN true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false true false false true false false false false David A Belitz Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 3000 0 0 George G Hill Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 3000 0 0 Betsey Lupton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 John Lupton Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 20.0 0 0 0 T Cartter Lupton II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 0 0 0 5411481 423683 27013066 32848230 0 32848230 492723 32355507 1617775 1617775 29031 63564 92595 1525180 1525180 1525180 1366902 0 0 0 0 1366902 1525180 1342056 1366902 1342056 24846 0 0 1500334 0 0 T Cartter Lupton II X AMERICAN BATTLEFIELD TRUST 1156 15TH ST NW STE 900 WASHINGTON DC 20005 N/A PC Liberty Trail 5000 CHARLESTON JUNIOR GOLF FOUNDATION 321 WINGO WAY STE 201 MT PLEASANT SC 29464 N/A PC General & Unrestricted 30000 CHARLESTON MOVES PO BOX 30561 CHARLESTON SC 29417 N/A PC General & Unrestricted 25000 CHARLESTON PARKS CONSERVANCY PO BOX 31187 CHARLESTON SC 29417 N/A PC General & Unrestricted 15000 CHARLESTON PROMISE NEIGHBORHOOD 66 COLUMBUS ST STE 153 CHARLESTON SC 29403 N/A PC General & Unrestricted 25000 CHARLESTON WATERKEEPER PO BOX 29 CHARLESTON SC 29402 N/A PC General & Unrestricted 15000 COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC 1691 TURNBULL AVE N CHARLESTON SC 29405 N/A PC Rev. Clementa C. Pinckney Scholarship Fund 30000 COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE ST CHARLESTON SC 29424 N/A PC Class of '81 Scholarship Fund 5000 COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA 1691 TURNBULL AVE STE 200 N CHARLESTON SC 29405 N/A PC General & Unrestricted 15000 DUCKS UNLIMITED INC ONE WATERFOWL WAY MEMPHIS TN 38120 N/A PC South Carolina State Initiative 20000 EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE RD MT PLEASANT SC 29466 N/A PC General & Unrestricted 20000 FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA INC 19 SAINT MARGARET ST CHARLESTON SC 29403 N/A PC General & Unrestricted 5000 GREEN HEART PROJECT INC 759 KING ST APT A CHARLESTON SC 29403 N/A PC General & Unrestricted 15000 HISTORIC CHARLESTON FOUNDATION PO BOX 1120 CHARLESTON SC 29402 N/A PC General & Unrestricted 25000 KIDS ON POINT INC PO BOX 22731 CHARLESTON SC 29413 N/A PC General & Unrestricted 10000 LANDMARKS FOR FAMILIES INC 5055 LACKAWANNA BLVD N CHARLESTON SC 29405 N/A PC General & Unrestricted 5000 LORD BERKELEY CONSERVATION TRUST 136 E RAILROAD AVE MONCKS CORNER SC 29461 N/A PC General & Unrestricted 15000 LOUIES KIDS INC PO BOX 21291 CHARLESTON SC 29413 N/A PC General & Unrestricted 5000 LOWCOUNTRY LAND TRUST INC 635 RUTLEDGE AVE STE 107 CHARLESTON SC 29403 N/A PC General & Unrestricted 30000 LOWCOUNTRY LAND TRUST INC 635 RUTLEDGE AVE STE 107 CHARLESTON SC 29403 N/A PC capital campaign 200000 LOWCOUNTRY LOCAL FIRST 1859 SUMMERVILLE AVE 800 CHARLESTON SC 29405 N/A PC General & Unrestricted 20000 METANOIA 2005 REYNOLDS AVE N CHARLESTON SC 29405 N/A PC General & Unrestricted 25000 MONTESSORI ELEMENTARY AT HIGHLAND PARK 700 S HAWTHORNE ST CHATTANOOGA TN 37404 N/A PC General & Unrestricted 7500 NATURE CONSERVANCY 1417 STUART ENGALS BLVD STE 100 MT PLEASANT SC 29464 N/A PC Conservation in South Carolina 30000 OPEN SPACE INSTITUTE INC 1370 BROADWAY 5TH FL NEW YORK NY 10018 N/A PC General & Unrestricted 30000 OPERATION HOME INC 3973 RIVERS AVE STE 104 NORTH CHARLESTON SC 29405 N/A PC General & Unrestricted 5000 POLLY BOYD SCHOLARSHIP FUND PO BOX 23176 CHATTANOOGA TN 37422 N/A PC Employee Scholarship Fund 30000 PREP PUBLIC SCHOOLS 1849 UNION AVE CHATTANOOGA TN 37404 N/A PC General & Unrestricted 7500 PRESERVATION SOCIETY OF CHARLESTON 147 KING ST CHARLESTON SC 29401 N/A PC General & Unrestricted 10000 S C BATTLEGROUND PRESERVATION TRUST INC PO BOX 80668 CHARLESTON SC 29416 N/A PC Liberty Trail 5000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC General & Unrestricted 15000 SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 N/A PC General & Unrestricted 20000 SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC 131 SPRING ST STE A CHARLESTON SC 29403 N/A PC Grow Food Initiative 200000 SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC 131 SPRING ST STE A CHARLESTON SC 29403 N/A PC Grow Food Initiative 25000 SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT INC PO BOX 1380 PAWLEYS ISL SC 29585 N/A PC General & Unrestricted 15000 SOUTHERN ENVIRONMENTAL LAW CENTER 120 GARRETT ST STE 400 CHARLOTTESVILLE VA 22902 N/A PC General & Unrestricted 30000 SUSTAINABILITY INSTITUTE INC 1850 TRUXTUN AVE NORTH CHARLESTON SC 29405 N/A PC General & Unrestricted 20000 THE BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PC Cartter Scholars Scholarship Fund 200000 THE DEE NORTON LOWCOUNTRY CHILDRENS CENTER INC 1061 KING ST CHARLESTON SC 29403 N/A PC General & Unrestricted 5000 TRIDENT TECHNICAL COLLEGE FOUNDATION INCORPORATED PO BOX 61227 CHARLESTON SC 29419 N/A PC General & Unrestricted 30000 UNIVERSITY OF CHATTANOOGA FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE CHATTANOOGA TN 37403 N/A PC Scrappy's Cupboard 5000 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO 1027 BARNWELL ST COLUMBIA SC 29208 N/A PC Catesby Commemorative Trust 5000 WINGS FOR KIDS 476 MEETING ST STE E CHARLESTON SC 29403 N/A PC General & Unrestricted 10000 YEAMANS HALL CLUB FOUNDATION INC 900 YEAMANS HALL RD CHARLESTON SC 29410 N/A POF Expenditure Responsibility Grant 30000 YO ART INC PO BOX 12397 CHARLESTON SC 29422 N/A PC General & Unrestricted 5000 1300000 14 7976 14 106252 525990 60126 18 1595204 K-1 Inc/Loss 525990 3010 14 883777 Sec 751 Gain on Sale of Ptshp 525990 443860 506996 2593209 3100205 false false false false false false false false false false John Lupton * John Lupton, Director of Pathfinder Foundation, Inc. (the "Foundation"), became a disqualified person with respect to the foundation on October 9, 2023. During taxable year ending December 31, 2023, the foundation paid John Lupton $42,000 for Consulting Services, as reported in Form 990-PF, Part I, Line 16c, $10,500 of which was paid after October 9, 2023. YEAMANS HALL CLUB FOUNDATION INC 900 YEAMANS HALL RD CHARLESTON SC 29410 2022-12-19 50000 TO SUPPORT THE EMPLOYER RELATED SCHOLARSHIP PROGRAM NO 6/23/23 none necessary YEAMANS HALL CLUB FOUNDATION INC 900 YEAMANS HALL RD CHARLESTON SC 29410 2023-09-08 30000 TO SUPPORT THE EMPLOYER RELATED SCHOLARSHIP PROGRAM NO EXPECTED IN 2024 none necessary FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,595,204 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $60,126 TOTAL PART I, LINE 6A: $1,655,330 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $4,231,276 BOOK BASIS: $3,047,360 NET GAIN/(LOSS): $1,183,916 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $852,325 SEC 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(443,860) DISTRIBUTIONS IN EXCESS OF BASIS NET GAIN/(LOSS): $2,823 FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $1,300,000 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $1,270,000 ABBOTT LABS 49484 51953 ABBVIE INC 48785 53930 ACCENTURE PLC 55268 65269 AMERICAN ELECTRIC POWER INC 20446 18193 ANALOG DEVICES INC 44998 49839 APOLLO DEBT BDC ESCROW 700000 699999 AUTOMATIC DATA PROCESSING INC 37230 38673 BLACKROCK INC 37514 46273 BROADCOM INC 41618 78137 CHUBB LIMITED 40895 47234 DIAGEO PLC ADS 10115 8157 EOG RESOURCES INC 23853 27214 EXXON MOBIL CORP 59662 55289 HOME DEPOT INC 36854 41933 HONEYWELL INTL 37403 40055 JOHNSON & JOHNSON 51648 46238 JP MORGAN CHASE 45874 57834 JPMORGAN EQUITY PREMIUM INCO 1458391 1450371 LINDE PLC COM 43765 51339 MARSH AND MCLENNAN COMPANIES I 30827 36947 MCDONALD'S CORP 35675 42697 MICROSOFT CORP 131345 186891 MORGAN STANLEY 38963 42242 NEXTERA ENERGY, INC 37972 31160 ORACLE CORP 48196 63469 PHILLIPS 66 20003 25297 PROCTER GAMBLE CO 37888 38980 PROLOGIS 41706 47855 REPUBLIC SVCS INC 21516 26551 STARBUCKS CORP COM 51221 49637 TAIWAN SEMICONDUCTOR MFG CO LT 51977 60840 THE COCA-COLA CO 50039 48264 TRANE TECHNOLOGIES PLC 13120 16829 UNION PACIFIC 41414 46913 UNITED PARCEL SERVICE 45178 41509 UNITEDHEALTH GROUP INC 57404 60018 ENERGY TRANSFER LP 192495 501630 ENTERPRISE PRODUCTS PARTNERS L 174331 305449 HEADLANDS CPTL SECONDARY FD II 480597 848894 JTL PRIVATE EQUITY FUND, L.P 1150047 329396 LUPTON DOMESTIC EQUITY PARTNER 5390031 6284912 LUPTON HEDGE FUND PARTNERSHIP, 9697723 11002296 LUPTON INTERNATIONAL EQUITY PA 5709668 5848090 LUPTON PRIVATE EQUITY FD 2019 1324171 1612071 LUPTON PRIVATE EQUITY FD 2021 527608 568267 INFRASTRUCTURE INVESTMENTS FUN 492917 523442 Administrative Fees 48881 48881 Bank Charges 159 159 K-1 Exp ENERGY TRANSFER LP 7059 2325 K-1 Exp ENTERPRISE PRODUCTS PA 103 9 K-1 Exp HEADLANDS CPTL SECONDA 43141 32485 K-1 EXP JTL PRIVATE EQUITY FUN 7668 7473 K-1 Exp LUPTON DOMESTIC EQUITY 88658 88433 K-1 Exp LUPTON HEDGE FUND PART 192229 183969 K-1 Exp LUPTON INTERNATIONAL E 83703 80877 K-1 EXP LUPTON PRIV EQ FD 2019 44527 41673 K-1 EXP LUPTON PRIV EQ FD 2021 32924 32637 K-1 Exp MAGELLAN MIDSTREAM PAR 30 10 K-1 Exp PLAINS ALL AMERICAN PI 556 537 K-1 Exp WESTERN MIDSTREAM PART 5 2 STATE OR LOCAL FILING FEES 21 21 K-1 Inc/Loss ENERGY TRANSFER LP -6159 4327 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -33783 6 K-1 Inc/Loss GENESIS ENERGY, L.P 81 81 K-1 Inc/Loss HEADLANDS CPTL SECONDARY FD III LP ( 35228 23560 K-1 Inc/Loss JTL PRIVATE EQUITY FUND, L.P 2641 4431 K-1 Inc/Loss LUPTON DOMESTIC EQUITY PARTNERSHIP L 81340 81341 K-1 Inc/Loss LUPTON HEDGE FUND PARTNERSHIP, LP 597058 543939 K-1 Inc/Loss LUPTON INTERNATIONAL EQUITY PARTNERS 191010 191010 K-1 Inc/Loss LUPTON PRIVATE EQ FD 2019 GP 17825 26631 K-1 Inc/Loss LUPTON PRIVATE EQ FD 2021 GP -1707 6109 K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP -725 61 K-1 Inc/Loss MPLX LP 4774 285 K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP -2080 116 K-1 Inc/Loss WESTERN MIDSTREAM PARTNERS, LP 1284 17 Sec 751 Gain on Sale ENERGY TRANSFER LP 29364 Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 124873 Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L 72258 Sec 751 Gain on Sale MPLX LP 110912 Sec 751 Gain on Sale PLAINS ALL AMERICAN PIPELINE 35168 Sec 751 Gain on Sale WESTERN MIDSTREAM PARTNERS, L 27135 Sec 751 Gain on Sale GENESIS ENERGY, L.P 44150 Administration of Foundation 42000 42000 Investment Management Services 31764 31764 990-PF Estimated Tax for 2023 31000 990-PF Extension for 2020 12400 990-T Extension for 2022 50800 Foreign Tax Paid 431 431 STATE INCOME TAX 2022 15100