Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
HERITAGE CLASSIC FOUNDATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 3244
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HILTON HEAD ISLAND, SC299283244
D Employer identification number

57-0835114
E Telephone number

G Gross receipts $ 10,695,725
F Name and address of principal officer:
J SIMON FRASER
71 LIGHTHOUSE RD SUITE 4200
HILTON HEAD ISLAND,SC29928
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HERITAGECLASSICFOUNDATION.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1987
M State of legal domicile: SC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE HERITAGE CLASSIC FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO DISTRIBUTE THE NET PROFITS FROM A PGA TOUR EVENT TO LOCAL AND STATEWIDE CHARITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,686,727 2,612,402
9 Program service revenue (Part VIII, line 2g) ......... 7,760,806 8,078,106
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,973 5,217
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,453,506 10,695,725
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,008,501 3,131,970
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 734,313 798,018
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 6,616,308 6,908,582
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 10,359,122 10,838,570
19 Revenue less expenses. Subtract line 18 from line 12....... 94,384 -142,845
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,021,772 4,937,833
21 Total liabilities (Part X, line 26)............. 1,930,513 2,991,634
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,091,259 1,946,199
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE PRIMARY MISSION OF THE HERITAGE CLASSIC FOUNDATION IS TO GENERATE FUNDS FOR LOCAL AND STATE CHARITIES AND AWARD GRANTS FOR THE BENEFIT OF BEAUFORT COUNTY SCHOLARS BY OPERATING A PGA TOUR SANTIONED GOLF TOURNAMENT KNOWN AS THE RBC HERITAGE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 10,640,991 including grants of $ 3,131,970 ) (Revenue $ 8,083,323 )
THE RBC HERITAGE IS A PGA TOUR EVENT PLAYED AT THE HARBOUR TOWN GOLF LINKS, HILTON HEAD ISLAND, SC. THE NET PROCEEDS FROM THE TOURNAMENT ARE USED TO MAKE DISTRIBUTIONS TO OTHER NOT-FOR-PROFIT ORGANIZATIONS THROUGH GRANT DISTRIBUTIONS AND SCHOLARSHIPS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet10,640,991
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
SC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTHOMAS WILKINSON

71 LIGHTHOUSE ROAD
HILTON HEAD ISLAND,SC29928 (843) 671-5755
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) J SIMON FRASER........................................................................
CHAIRMAN & TRUSTEE
 16.00
.......................   		X   X       18,000 0 0
(2) RICHARD P REICHEL........................................................................
TREASURER & TRUSTEE
 16.00
.......................   		X   X       0 0 0
(3) JAMES J CHAFFIN JR........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(4) STEVEN P BIRDWELL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(5) THOMAS D REILLEY JR........................................................................
TRUSTEE
 8.00
.......................   		X           0 0 0
(6) WILLIAM MATHEWS SELF........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(7) STANLEY R SMITH........................................................................
TRUSTEE
 8.00
.......................   		X           0 0 0
(8) STEVEN J WILMOT........................................................................
TOURNAMENT DIRECTOR
 40.00
.......................   		X       X   151,522 0 0
(9) EDWARD B DOWASCHINSKI........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(10) WILLIAM G MILES........................................................................
SECRETARY & TRUSTEE
 16.00
.......................   		X   X       0 0 0
(11) WARD N KIRBY........................................................................
TRUSTEE
 8.00
.......................   		X           0 0 0
(12) DONALD F CALHOON........................................................................
VICE CHAIRMAN & TRUSTEE
 16.00
.......................   		X   X       0 0 0
(13) SCOTT H RICHARDSON........................................................................
TRUSTEE
 8.00
.......................   		X           0 0 0
(14) CHARLIE BROWN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(15) RAYMOND C ANGELL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(16) DUKE DELCHER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(17) TERRY A FINGER........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHARLES C ROUNTREE III........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(19) W DOUGLAS SMITH........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(20) DAVID J TIGGES........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(21) PAMELA P LACKEY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 169,522 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,612,402
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 2,612,402
Program Service RevenueAmt Business Code
2a SPONSOR FEES 711300 5,240,225 5,240,225    
b PATRON PLANS/TICKETS 711300 1,746,462 1,746,462    
c PRO AM FEES 711300 766,720 766,720    
d CONCESSIONS 711300 244,323 244,323    
e MISCELLANEOUS 711300 80,376 80,376    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 8,078,106
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 5,217 5,217    
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 10,695,725 8,083,323 0 0
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 3,131,970 3,131,970
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 169,522 151,522 18,000  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 550,234 419,535 130,699  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 19,076 15,155 3,921  
10 Payroll taxes ........... 59,186 46,959 12,227  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 3,723 3,723    
c Accounting ........... 14,200 14,200    
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....        
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 114,345 97,193 17,152  
17 Travel ............ 77,074 77,074    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 18,636 18,636    
20 Interest ........... 247 247    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 47,954 47,954    
23 Insurance .............. 151,136 149,123 2,013  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURSES 2,302,000 2,302,000    
b EQUIPMENT RENTAL 1,137,796 1,137,796    
c FOOD & BEVERAGE 476,178 476,178    
d FACILITIES USE 362,390 362,390    
e All other expenses 2,202,903 2,189,336 13,567  
25 Total functional expenses. Add lines 1 through 24e 10,838,570 10,640,991 197,579 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 2,680,774 1 2,856,060
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 309,775 4 1,055,210
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
90,000 5 90,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,366,862
b Less: accumulated depreciation ..... 10b 750,926 629,231 10c 615,936
11 Investments—publicly traded securities .......... 68,304 11 66,089
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 243,688 15 254,538
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 4,021,772 16 4,937,833
Liabilities 17 Accounts payable and accrued expenses ......... 64,294 17 1,288
18 Grants payable .................   18  
19 Deferred revenue ................ 1,866,219 19 2,962,661
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 27,685
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 1,930,513 26 2,991,634
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 2,091,259 30 1,946,199
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 0 32 0
33 Total net assets or fund balances ........... 2,091,259 33 1,946,199
34 Total liabilities and net assets/fund balances ........ 4,021,772 34 4,937,833
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
10,695,725
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,838,570
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-142,845
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,091,259
5
Net unrealized gains (losses) on investments ...............
5
-2,215
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,946,199
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 741,734 613,257 1,133,024 2,521,727 2,437,402 7,447,144
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 741,734 613,257 1,133,024 2,521,727 2,437,402 7,447,144
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 7,447,144
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 741,734 613,257 1,133,024 2,521,727 2,437,402 7,447,144
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 128,516 9,964 5,982 5,973 5,247 155,682
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10. 7,602,826
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
97.950 %
15
15
93.140 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
HERITAGE CLASSIC FOUNDATION
  		Employer identification number

57-0835114
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
HERITAGE CLASSIC FOUNDATION
  		Employer identification number

57-0835114
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
HERITAGE CLASSIC FOUNDATION
  		Employer identification number

57-0835114
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   55,456 55,456
b Buildings ................   774,952 248,037 526,915
c Leasehold improvements ............   65,371 61,059 4,312
d Equipment ................   233,868 218,899 14,969
e Other .................   237,215 222,931 14,284
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 615,936
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) CHAMPION PAINTINGS 254,538








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 254,538
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number
57-0835114
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) DARIUS RUCKER INTERCOLLEGIATE
399 LONG COVE DRIVE
HILTON HEAD ISLAND,SC29928 		  1,775       GENERAL FUND
(2) HILTON HEAD PREPARATORY SCHOOL
8 FOX GRAPE ROAD
HILTON HEAD ISLAND,SC29928 		23-7126823   12,918       GENERAL FUNDGOLF PROGRAM AND GENERAL FUND
(3) ST ANDREW BY-THE-SEA METHODIST
20 POPE AVENUE
HILTON HEAD ISLAND,SC29928 		57-0545273   2,500       GENERAL FUNDGOLF PROGRAMGENERAL FUNDGENERAL FUND
(4) HOOTIE AT BULLS BAY
995 BULLS BAY BLVD
AWENDAW,SC29429 		  2,000       GENERAL FUNDGOLF PROGRAM
(5) BOYS & GIRLS CLUB OF BLUFFTON
PO BOX 1908
BLUFFTON,SC29910 		57-0811876   61,505       GENERAL FUND
(6) CHILD ABUSE PREVENTION
PO BOX 531
BEAUFORT,SC29901 		57-0722206   753       GENERAL FUND
(7) FAMILY PROMISE BEAUFORT
PO BOX 39
BLUFFTON,SC29910 		20-5647589   22,652       GENERAL FUND
(8) HHHS ALL SPORTS BOOSTERS
PO BOX 23363
HILTON HEAD ISLAND,SC29925 		20-0153420   39,031       GENERAL FUNDGENERAL FUNDSPORTS PROGRAMS
(9) BLUFFTON HS BOBCAT FOOTBALL
250 HE MCCRACKEN CIRCLE
BLUFFTON,SC29910 		20-0337844   22,000       GENERAL FUND
(10) ROTARY CLUB OF HILTON HEAD ISLAND
PO BOX 5771
HILTON HEAD ISLAND,SC29938 		57-6036430   40,000       SCHOLAR FUND
(11) HH FIREFIGHTERS ASSOCIATION
40 SUMMIT DR
HILTON HEAD ISLAND,SC29926 		27-0047377   20,595       GENERAL FUND
(12) HILTON HEAD HEROES
PO BOX 3027
HILTON HEAD ISLAND,SC29928 		57-1076391   46,267       GENERAL FUND
(13) HH HUMANE ASSOCIATION
PO BOX 21790
HILTON HEAD ISLAND,SC29925 		57-0630156   68,770       GENERAL FUND
(14) SECOND HELPINGS INC
PO BOX 23621
HILTON HEAD ISLAND,SC29925 		57-0938469   24,286       GENERAL FUND
(15) ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LANE
HILTON HEAD ISLAND,SC29928 		57-1035817   142,898       GENERAL FUND
(16) ISLAND RECREATION ASSOCIATION
PO BOX 22593
HILTON HEAD ISLAND,SC29925 		57-0827128   29,496       GENERAL FUND
(17) THE SANDBOX
18-A POPE AVENUE
HILTON HEAD ISLAND,SC29928 		20-0301794   3,418       GENERAL FUND
(18) BOYS & GIRLS CLUB OF HILTON HEAD
PO BOX 22267
HILTON HEAD ISLAND,SC29925 		57-0811876   57,697       GENERAL FUND
(19) BOYS & GIRLS CLUB OF HILTON HEAD
PO BOX 22267
HILTON HEAD ISLAND,SC29925 		57-0811876   58,800       GENERAL FUND
(20) BOYS & GIRLS CLUB OF HILTON HEAD
PO BOX 22267
HILTON HEAD ISLAND,SC29925 		57-0811876   51,299       GENERAL FUND
(21) BLUFFTON SELF HELP
PO BOX 2420
BLUFFTON,SC29910 		57-0862658   25,013       GENERAL FUND
(22) OPERATION R&R
ONE CORPUS CHRISTI PL
HILTON HEAD ISLAND,SC29928 		45-2219956   6,346       GENERAL FUND
(23) CHILDREN'S RELIEF FUND
PO BOX 22574
HILTON HEAD ISLAND,SC29925 		57-0916790   31,168       GENERAL FUND
(24) CITIZENS OPPOSED TO DOMESTIC ABUSE
PO BOX 1755
BEAUFORT,SC29901 		57-0814522   1,723       GENERAL FUND
(25) COASTAL DISCOVERY MUSEUM
PO BOX 23497
HILTON HEAD ISLAND,SC29925 		57-0801415   123,215       GENERAL FUND
(26) AMERICAN JUNIOR GOLF ASSOCIATION
1980 SPORTS CLUB DR
BRAZELTON,GA30517 		58-1447686   600       GENERAL FUND
(27) SC JUNIOR GOLF ASSOCIATION
PO BOX 286
IRMO,SC29063 		57-1023916   102,582       GENERAL FUND
(28) EMORY UNIVERSITY
300 BOISEFEUILLET JONE CENTER
ATLANTA,GA30322 		58-0566256   4,500       SCHOLAR FUND
(29) GENETICS ENDOWMENT OF SC
113 GREGOR MENDEL CIR
GREENWOOD,SC29646 		57-0604070   1,200       GENERAL FUND
(30) NATIONAL ALLIANCE FOR MENTALLY ILL
PO BOX 7863
HILTON HEAD ISLAND,SC29938 		57-0920882   6,887       GENERAL FUND
(31) BLUFFTONJASPER VOLNTEERS IN MEDICINE
PO BOX 2653
BLUFFTON,SC29910 		57-0959206   575       GENERAL FUND
(32) THE LITERACY CENTER
PO BOX 3725
BLUFFTON,SC29910 		57-0727884   5,201       GENERAL FUND
(33) NAMI-MID CAROLINA
PO BOX 2526
COLUMBIA,SC29202 		57-0793024   1,740       GENERAL FUND
(34) LOW COUNTRY LEGAL VOLUNTEERS
PO BOX 2496
BLUFFTON,SC29910 		56-2202319   17,008       GENERAL FUND
(35) BORN TO READ
2201 BOUNDARY STREET STE 111
BEAUFORT,SC29902 		20-8599185   647       GENERAL FUND
(36) MEMORY MATTERS
PO BOX 22330
HILTON HEAD ISLAND,SC29925 		58-2291775   97,047       GENERAL FUND
(37) COLUMBUS HOPE FOUNDATION
PO BOX 21276
HILTON HEAD ISLAND,SC29925 		  1,584       GENERAL FUND
(38) FRIENDS OF THE LIBRARY
5 MADISON LANE
HILTON HEAD ISLAND,SC29926 		57-0858601   4,034       GENERAL FUND
(39) MITCHELVILLE PRESERVATION PROJECT
PO BOX 21858
HILTON HEAD ISLAND,SC29925 		27-2308109   12,012       GENERAL FUND
(40) BOYS & GIRLS CLUB OF JASPER COUNTY
913 GRAYS HIGHWAY
RIDGELAND,SC29936 		57-0811876   2,350       GENERAL FUND
(41) PROGRAMS FOR EXCEPTIONAL PERSONS
10 OAK PARK DR BOX 2
HILTON HEAD ISLAND,SC29928 		57-1036680   5,111       GENERAL FUND
(42) HHI DEEP WELL PROJECT
PO BOX 5543
HILTON HEAD ISLAND,SC29928 		57-0566098   36,490       GENERAL FUND
(43) HOSPICE CARE OF THE LOWCOUNTRY
20 PALMETTO PARKWAY 104
HILTON HEAD ISLAND,SC29926 		57-0774530   6,794       GENERAL FUND
(44) THE ROTARY FOUNDATION
1560 SHERMAN AVENUE
EVANSTON,IL60201 		36-3245072   1,200       POILO PLUS CAMPAIGN
(45) HILTON HEAD REGIONAL HABITAT
21 BRENDAN LN
BLUFFTON,SC29910 		57-0916245   4,050       GENERAL FUND
(46) TECHNICAL COLLEGE OF THE LOWCOUNTRY
PO BOX 2614
BEAUFORT,SC29901 		57-0767384   38,253       GENERAL FUND
(47) HERITAGE LIBRARY FOUNDATION
22 OYSTER LANDING RD
HILTON HEAD ISLAND,SC29928 		58-2332014   19,767       GENERAL FUND
(48) DUKE UNIVERSITY
PO BOX 90397
DURHAM,NC27708 		56-0532129   13,500       SCHOLAR FUND
(49) VOLUNTEERS IN MEDICINE
15 NORTHRIDGE DRIVE
HILTON HEAD ISLAND,SC29926 		57-0959206   62,548       GENERAL FUND
(50) ROTARY CLUB OF HH-SUNSET
PO BOX 22595
HILTON HEAD ISLAND,SC29925 		91-1797681   17,361       COMMUNITY PROJECTS
(51) SEA PINES MONTESSORI SCHOOL
9 FOX GRAPE RD
HILTON HEAD ISLAND,SC29928 		57-0618428   31,976       GENERAL FUND
(52) 1ST PRESBYTERIAN DAY SCHOOL
540 WILLIAM HILTON PKWY
HILTON HEAD ISLAND,SC29928 		57-0777216   12,069       SCHOLAR FUND
(53) HILTON HEAD SYMPHONY ORCHESTRA
2 PARK LANE
HILTON HEAD ISLAND,SC29928 		57-0761297   41,925       GENERAL FUND
(54) CHILDREN'S CENTER
145 MATTHEWS DRIVE
HILTON HEAD ISLAND,SC29925 		57-0485356   50,948       GENEARL FUND
(55) UNIVERSITY OF NOTRE DAME
115 MAIN BUILDING
NOTRE DAME,IN46556 		35-0868188   9,000       SCHOLAR FUND
(56) COLLEGE OF CHARLESTON
66 GEORGE ST
CHARLESTON,SC29424 		57-6000265   20,000       SCHOLAR FUND
(57) UNIVERSITY OF SOUTH CAROLINA
1714 COLLEGE STREET
COLUMBIA,SC29208 		57-6001153   23,500       SCHOLAR FUND
(58) UNIVERSITY OF SC-BEAUFORT
1 UNIVERSITY BLVD
BLUFFTON,SC29909 		57-6001153   14,500       SCHOLAR FUNDSCHOLARSHIP FUND
(59) HILTON HEAD SERTOMA
PO BOX 5113
HILTON HEAD ISLAND,SC29938 		57-0928072   11,599       COMMUNITY PROGRAMS
(60) VAN LANDINGHAM ROTARY CLUB
PO BOX 5013
HILTON HEAD ISLAND,SC29938 		  14,397       COMMUNITY SERVICE
(61) HILTON HEAD LIONS CLUB
2 VILLAGE NORTH DR 3
HILTON HEAD ISLAND,SC29926 		23-7313391   8,073       SUMMER CAMP PROGRAM
(62) NATIVE ISLAND BUSINESS
PO BOX 23452
HILTON HEAD ISLAND,SC29925 		57-1019358   17,500       COMMUNITY PROJECTS
(63) FAMILY HONOR
2927 DEVINE STREET SUITE 130
COLUMBIA,SC29205 		57-0879287   10,229       GENERAL FUND
(64) FRIENDS OF CALLAWASSIE
101 UTILITY CT
OKATIE,SC29909 		57-1115517   20,202       CONSERVATION FUND
(65) HEROES ON HORSEBACK
PO BOX 3678
BLUFFTON,SC29910 		57-1099345   1,642       GENERAL FUNDGENERAL FUND
(66) PREGNANCY CENTER & CLINIC
1 CARDINAL RD SUITES 12
HILTON HEAD ISLAND,SC29926 		57-0923523   35,027       GENERAL FUNDL FUND
(67) CLEMSON UNIVERSITY
BOX 345123
CLEMSON,SC29634 		57-6000254   71,750       SCHOLAR FUND
(68) JOHN PAUL II CATHOLIC SCHOOL
PO BOX 1260
BLUFFTON,SC29910 		57-0352255   83,000       GENERAL FUND
(69) HOPE HAVEN OF THE LOWCOUNTRY
PO BOX 2502
BEAUFORT,SC29901 		57-1063332   16,550       GENERAL FUNDSCHOLARSHIP FUND
(70) BYU
D-151 ASB
PROVO,UT84602 		87-0217280   4,500       SCHOLAR FUND
(71) VILLANOVA UNIVERSITY
800 LANCASTER AVE
VILLANOVA,PA19085 		23-1352688   10,000       SCHOLAR FUND
(72) BARNARD COLLEGE
3009 BROADWAY
NEW YORK,NY10027 		13-1628149   4,500       SCHOLAR FUND
(73) AVE MARIA UNIVERSITY
5050 AVE MARIA BOULEVARD
AVE MARIA,FL34142 		03-0482006   5,500       SCHOLAR FUND
(74) UNC SCHOOL OF ARTS
1535 S MAIN STREET
WINSTONSALEM,NC27127 		56-2035485   4,500       SCHOLAR FUND
(75) AMERICAN UNIVERSITY
4400 MASSACHUSETTS AV NW
WASHINGTON,DC20016 		53-0196549   9,000       SCHOLAR FUND
(76) UNIVERSITY OF PENNSYLVANIA
140 FRANKLIN 3451 WALNUT ST
PHILADELPHIA,PA19104 		23-1352685   10,000       SCHOLAR FUND
(77) COLLEGE OF WILLIAM & MARY
PO BOX 8795
WILLIAMSBURG,VA23187 		54-6001718   4,500       SCHOLAR FUND
(78) HHI SAFE HARBOUR
PO BOX 5337
HILTON HEAD ISLAND,SC29938 		27-0888431   5,542       GENERAL FUND
(79) UNIVERSITY OF TEXAS-AUSTIN
PO BOX 7758
AUSTIN,TX78713 		74-6000203   5,500       SCHOLAR FUND
(80) WINTHROP UNIVERSITY
119 TILLMAN HALL
ROCK HILL,SC29733 		57-6001204   5,500       SCHOLAR FUND
(81) LOWCOUNTRY HABITAT FOR HUMANITY
616 PARRIS ISLAND GATEWAY
BEAUFORT,SC29906 		57-0920920   1,560       GENERAL FUND
(82) MEALS ON WHEELS
PO BOX 23691
HILTON HEAD ISLAND,SC29925 		57-0691109   4,588       GENERAL FUND
(83) NEIGHBORHOOD OUTREACH COUNCIL
20 PALMETTO PARKWAY
HILTON HEAD ISLAND,SC29926 		54-2083947   54,663       GENERAL FUND
(84) SEA PINES FOREST PRESERVE
175 GREENWOOD DRIVE
HILTON HEAD ISLAND,SC29928 		57-0985915   4,275       GENERAL FUND
(85) BOYS & GIRLS CLUB OF THE LOW COUNTRY
PO BOX 22267
HILTON HEAD ISLAND,SC29925 		57-0811876   3,640       GENERAL FUND
(86) HILTON HEAD DANCE THEATRE
24 PALMETTO BUSINESS PARK RD
HILTON HEAD ISLAND,SC29926 		57-0823063   9,200       GENERAL FUND
(87) COMMUNITIES IN SCHOOLS
1090 MONTAGUE AVENUE
NORTH CHARLESTON,SC29401 		57-0915384   42       GENERAL FUND
(88) HILTON HEAD AQUATICS
PO BOX 22735
HILTON HEAD ISLAND,SC29925 		57-0804903   5,675       GENERAL FUND
(89) EXPERIENCE GREEN
PO BOX 6792
HILTON HEAD ISLAND,SC29938 		27-3317132   10,207       GENERAL FUND
(90) PARRIS ISLAND YOUNG MARINES
16 HILDA AVE
BEAUFORT,SC29907 		38-2346425   300       GENERAL FUND
(91) BACKPACK BUDDIES
PO BOX 22738
HILTON HEAD ISLAND,SC29925 		27-3106509   6,720       GENERAL FUND
(92) USCB ATHLETICS
1 UNIVERSITY BLVD
BLUFFTON,SC29909 		57-6001153   2,500       ATHLETIC PROGRAMS
(93) HILTON HEAD ISLAND INSTITUTE
PO BOX 22616
HILTON HEAD ISLAND,SC29925 		  45,375       GENERAL FUND
(94) AMERICAN CANCER SOCIETY
128 STONEMARK LN
COLUMBIA,SC29210 		13-1788491   600       GENERAL FUND
(95) HILTON HEAD ISLAND ELEMENTARY SCHOOL
30 SCHOOL ROAD
HILTON HEAD ISLAND,SC29926 		  500       GENERAL FUND
(96) HILTON HEAD CHRISTIAN ACADEMY
55 GARDNER DRIVE
HILTON HEAD ISLAND,SC29926 		57-0757671   5,500       GENERAL FUND
(97) BASIRICO SCHOLARSHIP FUND
8 FOX GRAPE ROAD
HILTON HEAD ISLAND,SC29928 		  460       SCHOLAR FUND
(98) COASTAL CAROLINA BSA
1025 SAM RITTENBERG BLVD
CHARLESTON,SC29407 		57-0327870   500       GENERAL FUND
(99) WAKE FOREST UNIVERSITY
1834 WAKE FOREST RD
WINSTONSALEM,NC27106 		56-0532138   5,500       SCHOLAR FUND
(100) RENSEERLAER POLYTECHNIC INSTITUTE
110 8TH STREET
TROY,NY12180 		14-1340095   4,500       SCHOLAR FUND
(101) STANFORD UNIVERSITY
450 SERRA MALL
STANFORD,CA94305 		94-1156365   4,500       SCHOLAR FUND
(102) UNIVERSITY OF ALABAMA
BOX 870104
TUSCALOOSA,AL35487 		63-6001138   4,500       SCHOLAR FUND
(103) MARINE CORPS SCHOLARSHIP FUND
PO BOX 6176
HILTON HEAD ISLAND,SC29928 		22-1905062   5,000       SCHOLAR FUND
(104) BEAUFORT COUNTY FIRST STEPS
PO BOX 6421
BEAUFORT,SC29902 		57-1097779   85       GENERAL FUND
(105) HH & BLUFFTON YOUNG LIFE
PO BOX 22614
HILTON HEAD ISLAND,SC29925 		84-0385934   10,075       GENERAL FUND
(106) HILTON HEAD CHORAL SOCIETY
PO BOX 22235
HILTON HEAD ISLAND,SC29925 		57-0834963   4,085       GENERAL FUND
(107) HH REGIONAL HABITAT FOR HUMANITY
21 BRENDAN LN
BLUFFTON,SC29910 		57-0916245   7,538       GENERAL FUND
(108) HILTON HEAD SYMPHONY ORCHESTRA
2 PARK LANE
HILTON HEAD ISLAND,SC29928 		57-0761297   151,067       GENERAL FUND
(109) MAIN STREET YOUTH THEATER
3000 MAIN STREET
HILTON HEAD ISLAND,SC29926 		58-2325670   142       GENERAL FUND
(110) OSPREY VILLAGE INC
PO BOX 22854
HILTON HEAD ISLAND,SC29925 		26-2967726   8,371       GENERAL FUND
(111) PALMETTO ANIMAL LEAGUE
56 RIVERWALK BLVD
RIDGELAND,SC29936 		57-0732733   44,172       GENERAL FUND
(112) SOUTH COASTAL FCA
PO BOX 5192
HILTON HEAD ISLAND,SC29938 		44-0610626   108,957       GENERAL FUND
(113) ASHLEY G CHARITABLE FOUNDATION
PO BOX 14
PAWLEYS ISLAND,SC29585 		26-2115367   396       GENERAL FUND
(114) THOMAS HEYWARD ACADEMY
1727 MALPHRUS ROAD
RIDGELAND,SC29936 		  600       GENERAL FUND
(115) WISH UPON A HORSE
190 GREENWOOD DRIVE
HILTON HEAD ISLAND,SC29928 		45-1538355   6,908       GENERAL FUND
(116) BOY SCOUTS LOWCOUNTRY DISTRICT
1025 SAM RITTENBERG BLVD
CHARLESTON,SC29407 		22-1576300   1,680       GENERAL FUND
(117) LC COALITION AGAINST HUMAN TRA
18 CRISTO DRIVE
HILTON HEAD ISLAND,SC29926 		27-2967116   526       GENERAL FUND
(118) COMMUNITY FOUNDATION OF THE LOW COUNTRY
PO BOX 23019
HILTON HEAD ISLAND,SC29925 		57-0756987   7,616       GENERAL FUND
(119) SPARTANBURG COUNTY FOUNDATION
424 EAST KENNEDY ST
SPARTANBURG,SC29302 		57-0351398   4,850       GENERAL FUND
(120) GOVERNOR'S SCHOOL FOR THE ARTS
PO BOX 8458
GREENVILLE,SC29604 		57-0794878   353       GENERAL FUND
(121) LONG COVE ENDOWMENT FUND
399 LONG COVE DRIVE
HILTON HEAD ISLAND,SC29928 		  2,400       GENERAL FUND
(122) VOLUNTEERS IN MEDICINE
15 NORTHRIDGE DRIVE
HILTON HEAD ISLAND,SC29926 		57-0959206   14,175       GENERAL FUND
(123) HHI REGIONAL PARTNERSHIP FUND
PO BOX 5647
HILTON HEAD ISLAND,SC29938 		57-1102287   750       GENERAL FUND
(124) TRIDENT TECHNICAL COLLEGE
7000 RIVERS AVENUE
NORTH CHARLESTON,SC29406 		57-0699317   2,500       SCHOLAR FUND
(125) PIEDMONT TECHNICAL COLLEGE
620 N EMERALD RD
GREENWOOD,SC29648 		57-0622550   2,500       SCHOLAR FUND
(126) AIKEN TECHNICAL COLLEGE

 
  		  2,500       SCHOLAR FUND
(127) TRI-COUNTY TECHNICAL COLLEGE
7900 HIGHWAY 76
PENDLETON,SC29670 		57-0734955   2,500       SCHOLAR FUND
(128) GREENVILLE TECHNICAL COLLEGE
620 PLEASANTBURG DR
GREENVILLE,SC29607 		57-0565961   2,500       SCHOLAR FUND
(129) SPARTANBURG TECHNICAL COLLEGE
107 COMMUNITY COLLEGE DR
SPARTANBURG,SC29303 		57-0439615   2,500       SCHOLAR FUND
(130) CENTRAL CAROLINA TECHNICAL COLLEGE
506 N GUIGNARD DR
SUMTER,SC29150 		57-0686853   2,500       SCHOLAR FUND
(131) YORK TECHNICAL COLLEGE
425 S ANDERSON RD
ROCK HILL,SC29730 		57-0756721   2,500       SCHOLAR FUND
(132) DENMARK TECHNICAL COLLEGE
1126 SOLOMON BLATT BLVD
DENMARK,SC29042 		57-0529056   2,500       SCHOLAR FUNDSCHOLAR FUND
(133) MIDLANDS TECHNICAL COLLEGE
316 S BELTLINE BLVD
COLUMBIA,SC29205 		23-7085753   2,500       SCHOLAR FUND
(134) ORANGEBURG-CALHOUN TECHNICAL COLLEGE
3250 ST MATTHEWS RD
ORANGEBURG,SC29118 		57-0657914   2,500       SCHOLAR FUND
(135) WILLIAMSBURG TECHNICAL COLLEGE
601 MARTIN LUTHER KING JR AVE
KINGSTREE,SC29556 		57-1012712   2,500       SCHOLAR FUND
(136) FLORENCE-DARLINGTON TECHNICAL COLLEGE
217 LUCAS ST
FLORENCE,SC29501 		57-0679802   2,500       SCHOLAR FUND
(137) HORRY-GEORGETOWN TECHNICAL COLLEGE
2050 US 501
CONWAY,SC29526 		57-0477152   2,500       SCHOLAR FUND
(138) NORTHEASTERN TECHNICAL COLLEGE

 
  		  2,500       SCHOLAR FUND
(139) PTCA
2067 NW 104TH AVE
CORAL SPRINGS,FL33071 		56-2136228   1,000       GENERAL FUND
(140) LOWCOUNTRY FND FOR WOUNDED MILITARY
20 TOWNE DR 199
BLUFFTON,SC29910 		35-2381056   5,000       GENERAL FUND
(141) HHI PROFESSIONAL GOLFERS ASSOC
10 CLUBHOUSE DR
HILTON HEAD ISLAND,SC29928 		  1,000       GENERAL FUND
(142) EMMA GRACE BENNETT TRUST
100 PGA TOUR BLVD
PONTE VEDRA BEACH,FL32082 		52-0999206   1,000       GENERAL FUND
(143) HOSPICE CARE OF THE LOWCOUNTRY
PO BOX 3827
BLUFFTON,SC29910 		57-0774530   5,100       GENERAL FUND
(144) BERKELEY HALL CHARITY CUP
366 GOOD HOPE ROAD
BLUFFTON,SC29909 		46-4739893   2,100       GENERAL FUNDGENERAL FUND
(145) COASTAL DISCOVERY MUSEUM
PO BOX 23497
HILTON HEAD ISLAND,SC29925 		57-0801415   18,600       GENERAL FUND
(146) BLACK AMERICAN HEARTS
7272 GREENVILLE AVE
DALLAS,TX75230 		13-5613797   100       GENERAL FUND
(147) SAVANNAH HARBOR FOUNDATION
1 RESORT DR
SAVANNAH,GA31421 		20-1684045   1,000       GENERAL FUND
(148) GEORGIA TECH

 
  		  4,500       SCHOLAR FUND
(149) UNIVERSITY OF SOUTHERN CALIFORNIA
700 CHILDS WAY JJH 325
LOS ANGELES,CA90089 		95-6006143   4,500       SCHOLAR FUND
(150) BLUFFTON HISTORICAL SOCIETY

 
  		  211       GENERAL FUND
(151) CHRIST LUTHERAN PRESCHOOL
829 WILLIAM HILTON PKWY
HILTON HEAD ISLAND,SC29928 		57-0630675   6,985       GENERAL FUND
(152) HELP OF BEAUFORT
PO BOX 472
BEAUFORT,SC29901 		57-0721545   6,000       GENERAL FUND
(153) THE HEATHER TREW FOUNDATION
PO BOX 5685
HILTON HEAD ISLAND,SC29938 		35-2349681   1,560       GENERAL FUND
(154) PORT ROYAL SOUND FOUNDATION
310 OKATIE HIGHWAY
OKATIE,SC29909 		20-4431922   1,214       GENERAL FUND
(155) BOYS & GIRLS CLUB OF HILTON HEAD
PO BOX 22267
HILTON HEAD ISLAND,SC29925 		57-0811876   51,617       GENERAL FUND
(156) VOLUNTEERS IN MEDICINE
15 NORTHRIDGE DRIVE
HILTON HEAD ISLAND,SC29926 		57-0959206   104,264       GENERAL FUND
(157) ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LANE
HILTON HEAD ISLAND,SC29928 		57-1035817   119,995       GENERAL FUND
(158) ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LANE
HILTON HEAD ISLAND,SC29928 		57-1035817   92,938       GENERAL FUND
(159) THE FIRST TEE
PO BOX 23334
HILTON HEAD ISLAND,SC29925 		46-5117877   162,008       GENERAL FUND
(160) MED-I-ASSIST
PO BOX 3164
BLUFFTON,SC29910 		32-0212924   5,750       GENERAL FUND
(161) HHIJGA
PO BOX 23012
HILTON HEAD ISLAND,SC29925 		56-0903216   1,300       GENERAL FUND
(162) ABLE DISABILITIES FUND
100 CLEAR WATER WAY
BEAUFORT,SC29906 		30-0223168   2,300       GENERAL FUND
(163) BIG BROTHERS BIG SISTERS
PO BOX 2559
COLUMBIA,SC29202 		57-0570422   1,150       GENERAL FUND
(164) THE OUTSIDE FOUNDATION
50 SHELTER COVE LN
HILTON HEAD ISLAND,SC29928 		46-4305638   500       GENERAL FUND
(165) MUSC FOUNDATION
18 BEE STREET MSC 450
CHARLESTON,SC29425 		57-6028985   5,750       GENERAL FUND
(166) FURMAN UNIVERSITY
3300 POINSETT HIGHWAY
GREENVILLE,SC29613 		57-0314395   4,500       SCHOLAR FUND
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: REPORTS ARE REQUIRED FROM ALL ORGANIZATIONS SUPPORTED BY DONATIONS MADE BY THE HERITAGE CLASSIC FOUNDATION. SUCH REPORTS INCLUDE A STATEMENT OF DETERMINATION THAT THE ENTITY IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION'S CHARITY COMMITTEE REVIEWS ALL SUBMITTALS.
Schedule I (Form 990) 2014


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1STEVEN J WILMOTTOURNAMENT DIRECTOR (i)
(ii)		 151,522
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		0
...............................
0 		151,522
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) STEPHEN J WILMOT   LIFE INSURANCE CONTRACT   X 90,000 90,000   No Yes   Yes  
Total ......Small Bullet $ 90,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) STEPHEN J WILMOT TOURNAMENT DIRECTOR AND TRUSTEE   LIFE INSURANCE CONTRACT WAS ACQUIRED WITH FUNDS PROVIDED BY FOUNDATION SECURED BY A PLEDGE SUCH ADVANCES WOULD BE REPAID UPON TERMINATION OR DEATH.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
HERITAGE CLASSIC FOUNDATION
 
Employer identification number

57-0835114
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO THE FILING OF FORM 990 THE CHAIRMAN AND TREASURER EACH REVIEW THE RETURN AND REPORT TO THE BOARD OF TRUSTEES THE ESSENTIAL FACTS CONTAINED IN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND EMPLOYEES ARE ADVISED TO DISCLOSE ANY CONFLICT OF INTEREST THEY MAY HAVE AND THE FOUNDATION'S COMPENSATION AND PERSONNEL COMMITTEE REVIEWS AND TAKES ACTION, IF NEEDED.
FORM 990, PART VI, SECTION B, LINE 15 HCF'S COMPENSATION AND PERSONNEL COMMITTEE REVIEWS AND APPROVES COMPENSATION POLICIES AND APPROVES EACH EMPLOYEE'S SALARY ON AN ANNUAL BASIS BASED ON COMPARABILITY DATA. MINUTES OF THE COMMITTEE'S MEETINGS ARE MAINTAINED AND ALL DECISIONS REGARDING INDIVIDUAL EMPLOYEE'S ARE DOCUMENTED WITH A COPY OF THE DECISION PLACED IN THE EMPLOYEE'S FILE OR THE ORGANIZATIONS PAYROLL FILES.
FORM 990, PART VI, SECTION C, LINE 18 A COPY OF FORM 990 IS AVAIALBLE UPON REQUEST FOR INSPECTION AT OUR OFFICE LOCATED AT SUITE 4200, 71 LIGHTHOUSE ROAD, HILTON HEAD ISLAND, SC 29928.
FORM 990, PART VI, SECTION C, LINE 19 FORM 990, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAIALBLE FOR INSPECTION UPON REQUEST AT OUR OFFICE LOCATED AT SUITE 4200, 71 LIGHTHOUSE ROAD, HILTON HEAD ISLAND, SC 29928.
FORM 990, PART IX, LINE 24E MARKETING: PROGRAM SERVICE EXPENSES 339,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,416. TRANSPORTATION: PROGRAM SERVICE EXPENSES 300,851. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300,851. PRIZES: PROGRAM SERVICE EXPENSES 281,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,548. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 227,124. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,124. SECURITY: PROGRAM SERVICE EXPENSES 175,749. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,749. OPERATING SUPPLIES: PROGRAM SERVICE EXPENSES 174,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,554. COMMISSARY EXPENSES: PROGRAM SERVICE EXPENSES 134,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,400. PRINTING: PROGRAM SERVICE EXPENSES 109,649. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109,649. LODGING: PROGRAM SERVICE EXPENSES 66,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,125. CREDIT CARD CHARGES: PROGRAM SERVICE EXPENSES 59,988. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,988. POSTAGE, TELEPHONE & OTHER: PROGRAM SERVICE EXPENSES 49,193. MANAGEMENT AND GENERAL EXPENSES 8,682. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,875. UNIFORMS: PROGRAM SERVICE EXPENSES 57,728. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,728. PATRON SIGNS: PROGRAM SERVICE EXPENSES 51,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,847. HERITAGE HOUSE OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 45,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,119. STORAGE RENTAL: PROGRAM SERVICE EXPENSES 41,024. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,024. AUTO RENTAL: PROGRAM SERVICE EXPENSES 34,431. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,431. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 26,369. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,369. MAINTENANCE: PROGRAM SERVICE EXPENSES 6,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,293. TRUSTEE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,885. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,885. SPECIAL ENTERTAINMENT: PROGRAM SERVICE EXPENSES 3,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,850. SECRETARIAL & OTHER: PROGRAM SERVICE EXPENSES 2,551. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,551. PGA FEES: PROGRAM SERVICE EXPENSES 1,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,527.
FORM 990, PART XII, LINE 2C: THE HERITAGE CLASSIC FOUNDATION HAS AN INDEPENDENT CPA AUDIT ITS BOOKS EACH YEAR. GENERALLY THE AUDIT OCCURS AFTER THE FORM 990 IS FILED.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version: