2024-11-15T14:59:22-06:00 2023-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2023-01-01 043018996 THE PELHAM CORPORATION C/O JOHN M CORCORAN & COMPANY PELH 7818490014 100 GRANDVIEW ROAD 205 BRAINTREE MA 02184 ROBERT ENGLER PRESIDENT 7818490014 2024-11-15 1 0 KAREN LO P01434915 6179129000 2023 2024-10-15 13:58:12Z X THE PELHAM CORPORATION ROBERT ENGLER 100 GRANDVIEW ROAD 205 BRAINTREE MA 02184 3591305 0 9251 X N/A X 1988 MA TO MAKE AFFORDABLE HOUSING AVAILABLE TO PERSONS OF LOW AND MODERATE INCOME. 10 10 0 10 0 0 1200000 1243459 506517 396777 32691 343564 650 376 1739858 1984176 0 0 0 0 0 0 0 0 0 246720 31788 246720 31788 1493138 1952388 13684516 16013061 73184 95877 13611332 15917184 TO MAKE AFFORDABLE HOUSING AVAILABLE TO PERSONS OF LOW AND MODERATE INCOME. 0 0 0 397153 TO MAKE AFFORDABLE HOUSING AVAILABLE TO PERSONS OF LOW AND MODERATE INCOME. 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 MA X JOHN M CORCORAN & COMPANY 7818490014 100 GRANDVIEW ROAD 205 BRAINTREE MA 02184 X JOANN BARBOUR TRUSTEE 0.20 0.30 X 0 0 0 SUSAN P DARGAN TRUSTEE 0.20 0.30 X 0 0 0 BRIAN ENGLER TRUSTEE 0.20 0.30 X 0 0 0 GEOFFREY ENGLER TRUSTEE 0.20 0.30 X 0 0 0 EDNA SMITH TRUSTEE 0.20 0.30 X 0 0 0 JAMES STOCKARD TRUSTEE 0.20 0.30 X 0 0 0 ROBERT E ENGLER PRESIDENT 0.40 0.60 X X 0 0 0 MARVIN M SIFLINGER CHAIRMAN 0.20 0.30 X X 0 0 0 JEANNE STRICKLAND TREASURER 0.30 0.50 X X 0 0 0 PHILIP GIFFEE CLERK 0.30 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 1243459 1243459 PERFORMANCE FEES 900099 396777 396777 396777 644361 644361 1306332 1607129 -300797 -300797 -300797 EQUITY GAIN FROM LP 900099 376 376 376 1984176 397153 0 343564 30592 30592 1196 1196 31788 0 31788 0 3113384 4959561 506112 396777 456000 350675 40000 14300 25700 25700 9499364 10196392 83956 83956 13684516 16013061 521 22762 72663 73115 73184 95877 X 13611332 15917184 13611332 15917184 13684516 16013061 1952388 353464 0 X 0 1 X 1 0 X 976867 1142326 805699 1200000 1243459 5368351 470975 643977 742901 506517 396777 2761147 1447842 1786303 1548600 1706517 1640236 8129498 0 454034 623543 1077577 454034 623543 1077577 7051921 246269 257060 265881 375818 644361 1789389 246269 257060 265881 375818 644361 1789389 1694111 2043363 1814481 2082335 2284597 9918887 0.71100 0.84310 0.18040 0.07040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 14300 25700 25700 INVESTMENT IN LIMITED PARTNERSHIP 73115 73115 X PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR INCOME TAXES SINCE THE CORPORATION WAS FORMED AS A TAX EXEMPT ORGANIZATION AND HAS BEEN GRANTED SECTION 501(C)(3) STATUS BY THE INTERNAL REVENUE SERVICE. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE CORPORATION'S TAX POSITIONS AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THREE YEARS FROM THE FILING DATE. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES, GEOFFREY ENGLER AND BRIAN ENGLER, AND PRESIDENT, ROBERT ENGLER HAVE A FAMILY AND BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE PROPERTY IS MANAGED BY CORCORAN MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE ORGANIZATION'S EXECUTIVE DIRECTOR FOR REVIEW AND SIGNATURE PRIOR TO FILING. IN ADDITION, THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWER, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS REQUIRED TO SIGN A STATEMENT ANNUALLY THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION'S ACTIVITIES AS IT RELATES TO ITS TAX-EXEMPT PURPOSE. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. WHEN APPLICABLE, THE ORGANIZATION PERIODICALLY REVIEWS THAT COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULTS OF ARM'S LENGTH BARGAINING; AND WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S POLICIES. THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS OFFICE OF ATTORNEY GENERAL'S WEBSITE. 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