Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Pathfinder Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

27-5487095
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,072,825J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,976 7,976  
4 Dividends and interest from securities... 106,252 106,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,655,330
b Gross sales price for all assets on line 6a 4,231,276
7 Capital gain net income (from Part IV, line 2)... 1,595,204
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,330,647 881,914  
12 Total. Add lines 1 through 11........ 3,100,205 2,591,346  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000     6,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
73,764 31,764   42,000
17 Interest............... 3,052      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
109,731 431    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
549,664 470,589   48,902
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 742,211 502,784   96,902
25 Contributions, gifts, grants paid....... 1,300,000 1,270,000
26 Total expenses and disbursements. Add lines 24 and 25 2,042,211 502,784   1,366,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,057,994
b Net investment income (if negative, enter -0-) 2,088,562
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 910,162 1,454,349 1,454,349
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,545,434 Click to see attachment
List of Attached Documents:
// Content
3,598,247 		3,794,029
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,678,594 Click to see attachment
List of Attached Documents:
// Content
25,139,588 		27,824,447
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,134,190 30,192,184 33,072,825
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 29,134,190 30,192,184
29 Total net assets or fund balances (see instructions)..... 29,134,190 30,192,184
30 Total liabilities and net assets/fund balances (see instructions). 29,134,190 30,192,184
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,134,190
2
Enter amount from Part I, line 27a .....................
2
1,057,994
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
30,192,184
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,192,184
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c Sec 751 Gain on Sale of Ptshp Reclass      
d DISTRIBUTIONS IN EXCESS OF BASIS      
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,231,276   3,047,360 1,183,916
b       852,325
c       -443,860
d       2,823
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,183,916
b        
c        
d        
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,595,204
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 29,031
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 29,031
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,031
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 44,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 15,489
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow15,489 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
David A BelitzClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		3,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
George G HillClick to see attachment
List of Attached Documents:
// Content
Sec, Dir
1.0 		3,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Betsey LuptonClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John LuptonClick to see attachment
List of Attached Documents:
// Content
Dir
20.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
T Cartter Lupton IIClick to see attachment
List of Attached Documents:
// Content
Dir, Pres
20.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,411,481
b
Average of monthly cash balances.......................
1b
423,683
c
Fair market value of all other assets (see instructions)................
1c
27,013,066
d
Total (add lines 1a, b, and c).........................
1d
32,848,230
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
32,848,230
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
492,723
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,355,507
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,617,775
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,617,775
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,031
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
63,564
c
Add lines 2a and 2b............................
2c
92,595
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,525,180
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,525,180
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,525,180
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,366,902
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,366,902
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,525,180
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,342,056
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,366,902
a Applied to 2022, but not more than line 2a 1,342,056
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 24,846
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,500,334
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
T Cartter Lupton II
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN BATTLEFIELD TRUST

1156 15TH ST NW STE 900
WASHINGTON,DC20005 		N/A PC Liberty Trail 5,000

CHARLESTON JUNIOR GOLF FOUNDATION

321 WINGO WAY STE 201
MT PLEASANT,SC29464 		N/A PC General & Unrestricted 30,000

CHARLESTON MOVES

PO BOX 30561
CHARLESTON,SC29417 		N/A PC General & Unrestricted 25,000

CHARLESTON PARKS CONSERVANCY

PO BOX 31187
CHARLESTON,SC29417 		N/A PC General & Unrestricted 15,000

CHARLESTON PROMISE NEIGHBORHOOD

66 COLUMBUS ST STE 153
CHARLESTON,SC29403 		N/A PC General & Unrestricted 25,000

CHARLESTON WATERKEEPER

PO BOX 29
CHARLESTON,SC29402 		N/A PC General & Unrestricted 15,000

COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC

1691 TURNBULL AVE
N CHARLESTON,SC29405 		N/A PC Rev. Clementa C. Pinckney Scholarship Fund 30,000

COLLEGE OF CHARLESTON FOUNDATION

66 GEORGE ST
CHARLESTON,SC29424 		N/A PC Class of '81 Scholarship Fund 5,000

COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA

1691 TURNBULL AVE STE 200
N CHARLESTON,SC29405 		N/A PC General & Unrestricted 15,000

DUCKS UNLIMITED INC

ONE WATERFOWL WAY
MEMPHIS,TN38120 		N/A PC South Carolina State Initiative 20,000

EAST COOPER COMMUNITY OUTREACH

1145 SIX MILE RD
MT PLEASANT,SC29466 		N/A PC General & Unrestricted 20,000

FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA INC

19 SAINT MARGARET ST
CHARLESTON,SC29403 		N/A PC General & Unrestricted 5,000

GREEN HEART PROJECT INC

759 KING ST APT A
CHARLESTON,SC29403 		N/A PC General & Unrestricted 15,000

HISTORIC CHARLESTON FOUNDATION

PO BOX 1120
CHARLESTON,SC29402 		N/A PC General & Unrestricted 25,000

KIDS ON POINT INC

PO BOX 22731
CHARLESTON,SC29413 		N/A PC General & Unrestricted 10,000

LANDMARKS FOR FAMILIES INC

5055 LACKAWANNA BLVD
N CHARLESTON,SC29405 		N/A PC General & Unrestricted 5,000

LORD BERKELEY CONSERVATION TRUST

136 E RAILROAD AVE
MONCKS CORNER,SC29461 		N/A PC General & Unrestricted 15,000

LOUIES KIDS INC

PO BOX 21291
CHARLESTON,SC29413 		N/A PC General & Unrestricted 5,000

LOWCOUNTRY LAND TRUST INC

635 RUTLEDGE AVE STE 107
CHARLESTON,SC29403 		N/A PC General & Unrestricted 30,000

LOWCOUNTRY LAND TRUST INC

635 RUTLEDGE AVE STE 107
CHARLESTON,SC29403 		N/A PC capital campaign 200,000

LOWCOUNTRY LOCAL FIRST

1859 SUMMERVILLE AVE 800
CHARLESTON,SC29405 		N/A PC General & Unrestricted 20,000

METANOIA

2005 REYNOLDS AVE
N CHARLESTON,SC29405 		N/A PC General & Unrestricted 25,000

MONTESSORI ELEMENTARY AT HIGHLAND PARK

700 S HAWTHORNE ST
CHATTANOOGA,TN37404 		N/A PC General & Unrestricted 7,500

NATURE CONSERVANCY

1417 STUART ENGALS BLVD STE 100
MT PLEASANT,SC29464 		N/A PC Conservation in South Carolina 30,000

OPEN SPACE INSTITUTE INC

1370 BROADWAY 5TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 30,000

OPERATION HOME INC

3973 RIVERS AVE STE 104
NORTH CHARLESTON,SC29405 		N/A PC General & Unrestricted 5,000

POLLY BOYD SCHOLARSHIP FUND

PO BOX 23176
CHATTANOOGA,TN37422 		N/A PC Employee Scholarship Fund 30,000

PREP PUBLIC SCHOOLS

1849 UNION AVE
CHATTANOOGA,TN37404 		N/A PC General & Unrestricted 7,500

PRESERVATION SOCIETY OF CHARLESTON

147 KING ST
CHARLESTON,SC29401 		N/A PC General & Unrestricted 10,000

S C BATTLEGROUND PRESERVATION TRUST INC

PO BOX 80668
CHARLESTON,SC29416 		N/A PC Liberty Trail 5,000

SKYUKA HALL

PO BOX 8567
CHATTANOOGA,TN37414 		N/A PC General & Unrestricted 15,000

SOUTH CAROLINA AQUARIUM

100 AQUARIUM WHARF
CHARLESTON,SC29401 		N/A PC General & Unrestricted 20,000

SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC

131 SPRING ST STE A
CHARLESTON,SC29403 		N/A PC Grow Food Initiative 200,000

SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC

131 SPRING ST STE A
CHARLESTON,SC29403 		N/A PC Grow Food Initiative 25,000

SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT INC

PO BOX 1380
PAWLEYS ISL,SC29585 		N/A PC General & Unrestricted 15,000

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST STE 400
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 30,000

SUSTAINABILITY INSTITUTE INC

1850 TRUXTUN AVE
NORTH CHARLESTON,SC29405 		N/A PC General & Unrestricted 20,000

THE BAYLOR SCHOOL

171 BAYLOR SCHOOL RD
CHATTANOOGA,TN37405 		N/A PC Cartter Scholars Scholarship Fund 200,000

THE DEE NORTON LOWCOUNTRY CHILDRENS CENTER INC

1061 KING ST
CHARLESTON,SC29403 		N/A PC General & Unrestricted 5,000

TRIDENT TECHNICAL COLLEGE FOUNDATION INCORPORATED

PO BOX 61227
CHARLESTON,SC29419 		N/A PC General & Unrestricted 30,000

UNIVERSITY OF CHATTANOOGA FOUNDATION INC

201 ALUMNI HOUSE 615 MCCALLIE AVE
CHATTANOOGA,TN37403 		N/A PC Scrappy's Cupboard 5,000

UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATIO

1027 BARNWELL ST
COLUMBIA,SC29208 		N/A PC Catesby Commemorative Trust 5,000

WINGS FOR KIDS

476 MEETING ST STE E
CHARLESTON,SC29403 		N/A PC General & Unrestricted 10,000

YEAMANS HALL CLUB FOUNDATION INC

900 YEAMANS HALL RD
CHARLESTON,SC29410 		N/A POF Expenditure Responsibility Grant 30,000

YO ART INC

PO BOX 12397
CHARLESTON,SC29422 		N/A PC General & Unrestricted 5,000
Total .................................right arrow 3a 1,300,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 7,976  
4 Dividends and interest from securities ....     14 106,252  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 60,126 18 1,595,204  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 3,010 14 883,777  
bSec 751 Gain on Sale of Ptshp 525990 443,860      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 506,996 2,593,209  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,100,205
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 CompensationExplanation
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Person Name Explanation
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.

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TY 2023 DepreciationSchedule
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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TY 2023 ExpenditureResponsibilityStmt
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
YEAMANS HALL CLUB FOUNDATION INC
  		900 YEAMANS HALL RD
CHARLESTON,SC29410 		2022-12-19 50,000 TO SUPPORT THE EMPLOYER RELATED SCHOLARSHIP PROGRAM   NO 6/23/23   none necessary
YEAMANS HALL CLUB FOUNDATION INC
  		900 YEAMANS HALL RD
CHARLESTON,SC29410 		2023-09-08 30,000 TO SUPPORT THE EMPLOYER RELATED SCHOLARSHIP PROGRAM   NO EXPECTED IN 2024   none necessary

TY 2023 GeneralExplanationAttachment
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Identifier Return Reference Explanation
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

TY 2023 InvestmentsCorpStockSchedule
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 49,484 51,953
ABBVIE INC 48,785 53,930
ACCENTURE PLC 55,268 65,269
AMERICAN ELECTRIC POWER INC 20,446 18,193
ANALOG DEVICES INC 44,998 49,839
APOLLO DEBT BDC ESCROW 700,000 699,999
AUTOMATIC DATA PROCESSING INC 37,230 38,673
BLACKROCK INC 37,514 46,273
BROADCOM INC 41,618 78,137
CHUBB LIMITED 40,895 47,234
DIAGEO PLC ADS 10,115 8,157
EOG RESOURCES INC 23,853 27,214
EXXON MOBIL CORP 59,662 55,289
HOME DEPOT INC 36,854 41,933
HONEYWELL INTL 37,403 40,055
JOHNSON & JOHNSON 51,648 46,238
JP MORGAN CHASE 45,874 57,834
JPMORGAN EQUITY PREMIUM INCO 1,458,391 1,450,371
LINDE PLC COM 43,765 51,339
MARSH AND MCLENNAN COMPANIES I 30,827 36,947
MCDONALD'S CORP 35,675 42,697
MICROSOFT CORP 131,345 186,891
MORGAN STANLEY 38,963 42,242
NEXTERA ENERGY, INC 37,972 31,160
ORACLE CORP 48,196 63,469
PHILLIPS 66 20,003 25,297
PROCTER GAMBLE CO 37,888 38,980
PROLOGIS 41,706 47,855
REPUBLIC SVCS INC 21,516 26,551
STARBUCKS CORP COM 51,221 49,637
TAIWAN SEMICONDUCTOR MFG CO LT 51,977 60,840
THE COCA-COLA CO 50,039 48,264
TRANE TECHNOLOGIES PLC 13,120 16,829
UNION PACIFIC 41,414 46,913
UNITED PARCEL SERVICE 45,178 41,509
UNITEDHEALTH GROUP INC 57,404 60,018

TY 2023 InvestmentsOtherSchedule2
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENERGY TRANSFER LP   192,495 501,630
ENTERPRISE PRODUCTS PARTNERS L   174,331 305,449
HEADLANDS CPTL SECONDARY FD II   480,597 848,894
JTL PRIVATE EQUITY FUND, L.P   1,150,047 329,396
LUPTON DOMESTIC EQUITY PARTNER   5,390,031 6,284,912
LUPTON HEDGE FUND PARTNERSHIP,   9,697,723 11,002,296
LUPTON INTERNATIONAL EQUITY PA   5,709,668 5,848,090
LUPTON PRIVATE EQUITY FD 2019   1,324,171 1,612,071
LUPTON PRIVATE EQUITY FD 2021   527,608 568,267
INFRASTRUCTURE INVESTMENTS FUN   492,917 523,442

TY 2023 OtherExpensesSchedule
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 48,881     48,881
Bank Charges 159 159    
K-1 Exp ENERGY TRANSFER LP 7,059 2,325    
K-1 Exp ENTERPRISE PRODUCTS PA 103 9    
K-1 Exp HEADLANDS CPTL SECONDA 43,141 32,485    
K-1 EXP JTL PRIVATE EQUITY FUN 7,668 7,473    
K-1 Exp LUPTON DOMESTIC EQUITY 88,658 88,433    
K-1 Exp LUPTON HEDGE FUND PART 192,229 183,969    
K-1 Exp LUPTON INTERNATIONAL E 83,703 80,877    
K-1 EXP LUPTON PRIV EQ FD 2019 44,527 41,673    
K-1 EXP LUPTON PRIV EQ FD 2021 32,924 32,637    
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


TY 2023 OtherIncomeSchedule2
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ENERGY TRANSFER LP -6,159 4,327  
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -33,783 6  
K-1 Inc/Loss GENESIS ENERGY, L.P 81 81  
K-1 Inc/Loss HEADLANDS CPTL SECONDARY FD III LP ( 35,228 23,560  
K-1 Inc/Loss JTL PRIVATE EQUITY FUND, L.P 2,641 4,431  
K-1 Inc/Loss LUPTON DOMESTIC EQUITY PARTNERSHIP L 81,340 81,341  
K-1 Inc/Loss LUPTON HEDGE FUND PARTNERSHIP, LP 597,058 543,939  
K-1 Inc/Loss LUPTON INTERNATIONAL EQUITY PARTNERS 191,010 191,010  
K-1 Inc/Loss LUPTON PRIVATE EQ FD 2019 GP 17,825 26,631  
K-1 Inc/Loss LUPTON PRIVATE EQ FD 2021 GP -1,707 6,109  
K-1 Inc/Loss MAGELLAN MIDSTREAM PARTNERS LP -725 61  
K-1 Inc/Loss MPLX LP 4,774 285  
K-1 Inc/Loss PLAINS ALL AMERICAN PIPELINE LP -2,080 116  
K-1 Inc/Loss WESTERN MIDSTREAM PARTNERS, LP 1,284 17  
Sec 751 Gain on Sale ENERGY TRANSFER LP 29,364    
Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 124,873    
Sec 751 Gain on Sale MAGELLAN MIDSTREAM PARTNERS L 72,258    
Sec 751 Gain on Sale MPLX LP 110,912    
Sec 751 Gain on Sale PLAINS ALL AMERICAN PIPELINE 35,168    
Sec 751 Gain on Sale WESTERN MIDSTREAM PARTNERS, L 27,135    
Sec 751 Gain on Sale GENESIS ENERGY, L.P 44,150    


TY 2023 OtherProfessionalFeesSchedule
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 42,000     42,000
Investment Management Services 31,764 31,764    


TY 2023 TaxesSchedule
Name:
Pathfinder Foundation Inc
EIN:
27-5487095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 31,000      
990-PF Extension for 2020 12,400      
990-T Extension for 2022 50,800      
Foreign Tax Paid 431 431    
STATE INCOME TAX 2022 15,100