2023-12-28T13:38:47-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 275487095 Pathfinder Foundation Inc % Foundation Source PATH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 CARTTER LUPTON PRESIDENT 8008391754 2023-12-28 true CARTTER LUPTON 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 30492455 X 175000 5621 5621 106836 106836 998036 3724991 1088378 850949 772886 2136442 1973721 4000 4000 65543 29543 36000 60 58 104457 365 472534 412175 33220 646594 442141 73220 1570000 1570000 2216594 442141 1643220 -80152 1531580 216451 910162 910162 4391938 3545434 3980738 24855953 24678594 25601555 29464342 29134190 30492455 250000 250000 0 X 29214342 29134190 29214342 29134190 29464342 29134190 29214342 -80152 29134190 29134190 Publicly-traded Securities 3724991 3666410 58581 58581 Passthrough K1 Capital Gain/(Loss) 1064101 Sec 751 Gain on Sale of Ptshp Reclass -34304 1088378 21289 21289 21289 29400 0 12400 41800 X 0 20511 20511 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 false 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 2000 0 0 George G Hill Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Dir 1.0 2000 0 0 T Cartter Lupton II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 20.0 0 0 0 5440721 701602 24331919 30474242 0 30474242 457114 30017128 1500856 1500856 21289 13424 34713 1466143 1466143 1466143 1643220 0 0 0 0 1643220 1466143 1519133 2020 2019 2018 1643220 1519133 124087 0 0 1342056 0 0 T Cartter Lupton II X AMERICAN BATTLEFIELD TRUST 1156 15TH ST NW STE 900 WASHINGTON DC 20005 N/A PC Liberty Trail project 10000 CHARLESTON JUNIOR GOLF FOUNDATION - THE FIRST TEE 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 30000 CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD N CHARLESTON SC 29405 N/A PC General & Unrestricted 4000 CHARLESTON PARKS CONSERVANCY PO BOX 31187 CHARLESTON SC 29417 N/A PC General & Unrestricted 20000 CHARLESTON PROMISE NEIGHBORHOOD 1834 SUMMERVILLE AVE STE 200 N CHARLESTON SC 29405 N/A PC General & Unrestricted 30000 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 50000 COLAB 110 SOMERVILLE AVE CHATTANOOGA TN 37405 N/A PC General & Unrestricted 5000 COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE ST CHARLESTON SC 29424 N/A PC Class of '81 Scholarship Fund 4000 COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 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 25000 FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA INC 19 SAINT MARGARET ST CHARLESTON SC 29403 N/A PC General & Unrestricted 2000 GREEN HEART PROJECT INC 759 KING ST APT A CHARLESTON SC 29403 N/A PC Urban Farm Campaign 15000 HISTORIC CHARLESTON FOUNDATION PO BOX 1120 CHARLESTON SC 29402 N/A PC General & Unrestricted 30000 INTERNATIONAL AFRICAN AMERICAN MUSEUM PO BOX 22761 CHARLESTON SC 29413 N/A PC General & Unrestricted 10000 KIDS ON POINT INC PO BOX 22731 CHARLESTON SC 29413 N/A PC General & Unrestricted 10000 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 10000 LOWCOUNTRY LAND TRUST INC 635 RUTLEDGE AVE STE 107 CHARLESTON SC 29403 N/A PC Capital Campaign 200000 LOWCOUNTRY LAND TRUST INC 635 RUTLEDGE AVE STE 107 CHARLESTON SC 29403 N/A PC General & Unrestricted 30000 LOWCOUNTRY LOCAL FIRST 1859 SUMMERVILLE AVE 800 CHARLESTON SC 29405 N/A PC General & Unrestricted 25000 METANOIA 2005 REYNOLDS AVE N CHARLESTON SC 29405 N/A PC General & Unrestricted 25000 MONTESSORI ELEMENTARY AT HIGHLAND PARK PO BOX 3804 CHATTANOOGA TN 37404 N/A PC General & Unrestricted 7500 NATURE CONSERVANCY - CHARLESTON SATELITE OFFICE 1417 STUART ENGALS BLVD STE 100 MT PLEASANT SC 29464 N/A PC General & Unrestricted 30000 OPEN SPACE INSTITUTE INC 1350 BROADWAY RM 201 NEW YORK NY 10018 N/A PC Conservation work in South Carolina 30000 OPERATION HOME INC 3973 RIVERS AVE STE 104 NORTH CHARLESTON SC 29405 N/A PC General & Unrestricted 10000 POLLY BOYD SCHOLARSHIP FUND PO BOX 23176 CHATTANOOGA TN 37422 N/A PC General & Unrestricted 50000 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 15000 S C BATTLEGROUND PRESERVATION TRUST INC 1353 WHITE HOUSE BLVD CHARLESTON SC 29412 N/A PC Liberty Trail project 10000 SKYUKA HALL PO BOX 8567 CHATTANOOGA TN 37414 N/A PC General & Unrestricted 25000 SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 N/A PC General & Unrestricted 30000 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 30000 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 30000 THE BAYLOR SCHOOL 171 BAYLOR SCHOOL RD CHATTANOOGA TN 37405 N/A PC Cartter Scholars Scholarship Fund 300000 THE DEE NORTON LOWCOUNTRY CHILDRENS CENTER INC 1061 KING ST CHARLESTON SC 29403 N/A PC General & Unrestricted 5000 THE VILLAGE GREEN OF CASHIERS INC PO BOX 2201 CASHIERS NC 28717 N/A PC General & Unrestricted 10000 TRIDENT TECHNICAL COLLEGE FOUNDATION INCORPORATED PO BOX 61227 CHARLESTON SC 29419 N/A PC Scholarship Fund 30000 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO 1027 BARNWELL ST COLUMBIA SC 29208 N/A PC The Catesby Center 10000 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 50000 YO ART INC PO BOX 12397 CHARLESTON SC 29422 N/A PC General & Unrestricted 5000 1570000 14 5621 14 106836 525990 -90342 18 1081481 K-1 Inc/Loss 525990 40010 14 780823 Federal Tax Refund 01 2709 Sec 751 Gain on Sale of Ptshp 525990 34304 -16028 1977470 1961442 false false false false false false false false false false X X 1 Alice P Lupton IrrevocableTrust The Lupton Co 205 W Main St 205 Chattanooga TN 37408 175000 X YEAMANS HALL CLUB FOUNDATION INC 900 YEAMANS HALL RD CHARLESTON SC 29410 2022-12-19 50000 To support the employer related scholarship program. 0 NO 6/23/23 none necessary PART I LINE 6A 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): $1,088,378 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(90,342) TOTAL PART I, LINE 6A: $998,036 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,724,991 BOOK BASIS: $3,666,410 NET GAIN/(LOSS): $58,581 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,064,101 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): $(34,304) 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. ABBOTT LABS 102593 106387 ABBVIE INC 110127 120884 ACCENTURE PLC 73576 85656 AMERICAN ELECTRIC POWER INC 76834 78524 AMGEN INC 46171 49639 ANALOG DEVICES INC 93334 92185 ANTERO MIDSTREAM CORPORATION 10697 9204 AUTOMATIC DATA PROCESSING INC 43823 48727 BLACKROCK INC 61927 65194 BROADCOM INC 114362 120772 CHUBB LIMITED 87299 114050 CISCO SYSTEMS INC 40955 43829 DIAGEO PLC ADS 66032 78404 DISCOVER FINL SVCS COM 39326 34143 ENBRIDGE INC 32640 20840 ENLINK MIDSTREAM LLC 27589 33813 EOG RESOURCES INC 76104 84577 EQUITRANS MIDSTREAM CORPORATIO 24762 18378 EXXON MOBIL CORP 130336 136551 HOME DEPOT INC 74424 87809 HONEYWELL INTL 78763 85934 JOHNSON & JOHNSON 149790 165344 JP MORGAN CHASE 89446 97625 LINDE PLC COM 77293 103725 MARSH AND MCLENNAN COMPANIES I 51230 83898 MCDONALD'S CORP 86056 127812 MICROSOFT CORP 236911 300974 MORGAN STANLEY 65297 59429 NEXTERA ENERGY, INC 89403 106674 ONEOK INC 78728 99470 ORACLE CORP 101443 111248 PHILLIPS 66 73797 84513 PROCTER GAMBLE CO 95328 112458 PROLOGIS 89113 81842 RAYTHEON TECHNOLOGIES CORP 97620 113737 REPUBLIC SVCS INC 43535 53660 STARBUCKS CORP COM 76989 82832 TEXAS INSTRUMENTS INC 79374 92688 THE COCA-COLA CO 93647 111699 TRUIST FINANCIAL CORPORATION 68959 56627 UNION PACIFIC 72984 89454 UNITED PARCEL SERVICE 92168 88137 UNITEDHEALTH GROUP INC 130351 143679 WILLIAMS COS 94298 97713 ENERGY TRANSFER LP 282744 477388 ENTERPRISE PRODUCTS PARTNERS L 255896 487031 GENESIS ENERGY, L.P 17541 HEADLANDS CPTL SECONDARY FD II 552178 897459 JTL PRIVATE EQUITY FUND, L.P 1197909 394140 LUPTON DOMESTIC EQUITY PARTNER 5092547 4911835 LUPTON HEDGE FUND PARTNERSHIP, 10033613 11064214 LUPTON INTERNATIONAL EQUITY PA 5576047 5158431 LUPTON PRIVATE EQUITY FUND 201 1340831 1672684 LUPTON PRIVATE EQUITY FUND 202 243789 233154 MAGELLAN MIDSTREAM PARTNERS LP 53785 98010 MPLX LP 5205 122592 PLAINS ALL AMERICAN PIPELINE L 37176 30694 WESTERN MIDSTREAM PARTNERS, LP 6874 36382 Administrative Fees 33200 33200 Bank Charges 384 384 K-1 Exp ENERGY TRANSFER LP 9994 660 K-1 Exp ENTERPRISE PRODUCTS PA 57 9 K-1 Exp GENESIS ENERGY, L.P 690 1 K-1 Exp HEADLANDS CPTL SECONDA 42468 42424 K-1 Exp JTL PRIVATE EQUITY FUN 9375 9353 K-1 Exp LUPTON DOMESTIC EQUITY 75214 75130 K-1 Exp LUPTON HEDGE FUND PART 167786 157158 K-1 Exp LUPTON INTERNATIONAL E 75177 72619 K-1 Exp LUPTON PRIVATE EQUITY 47174 43899 K-1 Exp LUPTON PRIVATE EQUITY 10420 10209 K-1 Exp MAGELLAN MIDSTREAM PAR 37 12 K-1 Exp MPLX LP 5 K-1 Exp PLAINS ALL AMERICAN PI 521 317 K-1 Exp SHELL MIDSTREAM PARTNE 1 K-1 Exp WESTERN MIDSTREAM PART 11 STATE OR LOCAL FILING FEES 20 20 K-1 Inc/Loss ENERGY TRANSFER LP -29026 2779 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -22483 40 K-1 Inc/Loss GENESIS ENERGY, L.P -473 186 K-1 Inc/Loss HEADLANDS CPTL SECONDARY FD III LP ( 20504 17567 K-1 Inc/Loss JTL PRIVATE EQUITY FUND, L.P 3374 775 K-1 Inc/Loss LUPTON DOMESTIC EQUITY PARTNERSHIP L 78835 79513 K-1 Inc/Loss LUPTON HEDGE FUND PARTNERSHIP, LP 607682 508367 K-1 Inc/Loss LUPTON INTERNATIONAL EQUITY PARTNERS 127840 127840 K-1 Inc/Loss LUPTON PRIVATE EQUITY FUND 2019 GP 27080 32798 K-1 Inc/Loss LUPTON PRIVATE EQUITY FUND 2021 GP 2192 2371 K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP -2343 19 K-1 Inc/Loss MPLX LP 2637 207 K-1 Inc/Loss PHILLIPS 66 PARTNERS LP -20 K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP -2537 21 K-1 Inc/Loss SHELL MIDSTREAM PARTNERS LP -634 397 K-1 Inc/Loss WESTERN MIDSTREAM PARTNERS, LP 1308 6 Federal Tax Refund 2709 Sec 751 Gain on Sale PHILLIPS 66 PARTNERS LP 9675 Sec 751 Gain on Sale SHELL MIDSTREAM PARTNERS LP 24629 Administration of Foundation 36000 36000 Investment Management Services 29543 29543 990-PF Estimated Tax for 2022 29400 990-PF Excise Tax for 2021 10757 990-T Extension for 2021 49800 Foreign Tax Paid 365 365 IRS MISCELLANEOUS FEE 1281 STATE INCOME TAX 2021 12854