Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE HARVEST FOUNDATION OF THE PIEDMONT
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5183
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARTINSVILLE, VA24115
A Employer identification number

31-1496872
B Telephone number (see instructions)

(276) 632-3329
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$208,979,313J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 12,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,963,242 4,963,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,188,712
b Gross sales price for all assets on line 6a 44,311,074
7 Capital gain net income (from Part IV, line 2)... 20,188,712
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -308,728 -308,904  
12 Total. Add lines 1 through 11........ 24,855,226 24,843,050  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 250,364 25,036   225,328
14 Other employee salaries and wages...... 413,388 28,518   384,873
15 Pension plans, employee benefits....... 137,804 10,043   128,999
16a Legal fees (attach schedule)......... Click to see attachment 72,245 7,224   44,222
b Accounting fees (attach schedule)....... Click to see attachment 4,745 2,373   1,973
c Other professional fees (attach schedule).... Click to see attachment 2,213,257 2,048,949   156,719
17 Interest............... 5,868     5,868
18 Taxes (attach schedule) (see instructions)... Click to see attachment 90,958 90,136   822
19 Depreciation (attach schedule) and depletion... Click to see attachment 72,726    
20 Occupancy.............. 55,553 5,126   50,871
21 Travel, conferences, and meetings....... 35,607 1,123   30,593
22 Printing and publications.......... 3,813 381   3,431
23 Other expenses (attach schedule)....... Click to see list of attachments 216,138 9,349   157,287
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,572,466 2,228,258   1,190,986
25 Contributions, gifts, grants paid....... 13,059,078 6,479,982
26 Total expenses and disbursements. Add lines 24 and 25 16,631,544 2,228,258   7,670,968
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,223,682
b Net investment income (if negative, enter -0-) 22,614,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 284,811 609,295 609,295
2 Savings and temporary cash investments......... 2,669,891 2,063,509 2,063,509
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   177,891    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   35,952 35,952
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,985,596 Click to see attachment7,513,116 7,513,116
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 215,131,227 Click to see attachment194,711,085 194,711,085
14 Land, buildings, and equipment: basis bullet1,459,710
Less: accumulated depreciation (attach schedule) bullet152,490 56,278 Click to see attachment1,307,220 1,307,220
15 Other assets (describe bullet) Click to see attachment24,239 Click to see attachment2,739,136 Click to see attachment2,739,136
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 226,329,933 208,979,313 208,979,313
Liabilities 17 Accounts payable and accrued expenses.......... 198,101 352,441
18 Grants payable................. 10,384,745 16,963,841
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment717,339 Click to see attachment307,814
23 Total liabilities (add lines 17 through 22)......... 11,300,185 17,624,096
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 215,029,748 191,355,217
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 215,029,748 191,355,217
31 Total liabilities and net assets/fund balances (see instructions). 226,329,933 208,979,313
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
215,029,748
2
Enter amount from Part I, line 27a .....................
2
8,223,682
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
177,249
4
Add lines 1, 2, and 3 ..........................
4
223,430,679
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
32,075,462
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
191,355,217
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DISTRIBUTIONS P 2010-01-01 2018-12-31
b ST CAPITAL GAIN FROM K-1 P 2019-01-01 2018-02-20
c LT CAPITAL GAIN FROM K-1 P 2010-01-01 2018-12-31
d VARIOUS INVESTMENTS P 2010-01-01 2018-12-31
e VARIOUS EQUIPMENT P 2010-01-01 2018-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,270,712     1,270,712
b 2,027,180     2,027,180
c 12,799,327     12,799,327
d 28,213,855   24,122,362 4,091,493
e   190,728 190,728  
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,270,712
b       2,027,180
c       12,799,327
d       4,091,493
e        
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,188,712
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 10,167,360 213,543,361 0.04761
2016 11,383,813 198,588,336 0.05732
2015 6,123,922 208,519,055 0.02937
2014 11,305,301 214,732,223 0.05265
2013 10,331,672 204,560,901 0.05051
2
Total of line 1, column (d) .....................
2
0.237461
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047492
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
220,898,683
5
Multiply line 4 by line 3......................
5
10,490,920
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
226,148
7
Add lines 5 and 6........................
7
10,717,068
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,670,968
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 452,296
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 452,296
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 452,296
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 280,446
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 275,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 555,446
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 7,971
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 95,179
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet95,179 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.THEHARVESTFOUNDATION.ORG
    14
    The books are in care ofbulletALLYSON ROTHROCK Telephone no.bullet (276) 632-3329

    Located atbullet134 EAST CHURCH STREETMARTINSVILLEVA ZIP+4bullet24112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletOC
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KELVIN G PERRY Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    W CHRISTOPHER BEELER JR Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    EUGENE C MADONIA MD Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    WILLIAM L KIRBY IV Treasurer
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    MONICA T MONDAY ESQ Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    PAUL R EASON MD Chairman
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    VIRGINIA W HAMLET Secretary
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    VALENICA EGGLESTON-CLARK MD Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    PAULETTE R SIMINGTON EdD Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    JAMES M TOBIN Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    DAVID L STONE JR VICE CHAIRMAN
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    ALLYSON ROTHROCK President
    40.00     		216,892 33,472  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    DANNY WULFF Director
    2.00     		0    
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    LATALA HODGES DIRECTOR OF COMM.
    40.00     		50,649 11,442  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    GEORGIA COMPTON CONTROLLER
    40.00     		82,708 19,724  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    FRANKLIN HOUSE JR SR PROG OFFCR
    40.00     		105,244 22,690  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    KIMBERLY HARRIS EXEC. ASSIST.
    40.00     		55,697 17,864  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    SHERYL AGEE IMPACT OFFCR
    40.00     		61,907 14,674  
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    COLONIAL CONSULTING CORPORATION INVESTMENT CONSULTIN 172,682
    750 THIRD AVE
    NEW YORK,NY100172703
    BASSETT OFFICE SUPPLY OFFICE FURNITURE 154,102
    2266 FAIRYSTONE PARK HIGHWAY
    BASSETT,VA24055
    ANTHEM BLUE CROSS BLUE SHIELD HEALTH INSURANCE 113,074
    602 S JEFFERSON STREET
    ROANOKE,VA24011
    UNIFIED AV SYSTEMS DISPLAY TECHNOLOGY 153,478
    309 GALLIMORE DAIRY RD 108
    GREENSBORO,NC27409
    BLAIR CONSTRUCTION INC CONSTRUCTION 932,317
    23020 US HIGHWAY 29
    GRETNA,VA24557
    Total number of others receiving over $50,000 for professional services.............bullet2
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    216,422,060
    b
    Average of monthly cash balances.......................
    1b
    7,840,562
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    224,262,622
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    224,262,622
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,363,939
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    220,898,683
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    11,044,934
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    11,044,934
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    452,296
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    452,296
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,592,638
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    10,592,638
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    10,592,638
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    7,670,968
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,670,968
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,670,968
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 10,592,638
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 494,582
    e From 2017......  
    fTotal of lines 3a through e........ 494,582
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,670,968
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 7,670,968
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 494,582 494,582
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		2,427,088
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HARVEST FOUNDATION OF THE PIEDMONT
    134 EAST CHURCH STREET
    MARTINSVILLE,VA24112
    (276) 632-3329
    INFO@THEHARVESTFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD FIRST FILL OUT A NEEDS STATEMENT DETAILING THE IDENTIFIED COMMUNITY NEED THE PROJECT WILL ADDRESS. THIS CAN BE SUBMITTED ON-LINE AT WWW.THEHARVESTFOUNDATION.ORG.IF THE NEEDS STATEMENT SHOWS ALIGNMENT WITH HARVEST FOUNDATION GOALS AND STRATEGIES, AND MAKES A COMPELLING CASE FOR LOCAL NEED AND OUTCOMES, THE APPLICANT WILL BE INVITED TO COMPLETE A FULL PROJECT PROPOSAL. THE FULL PROPOSAL APPLICATION WILL DETAIL:THE PROPOSED PROJECTEVALUATION PLANPARTNERSHIPS AND COLLABORATIONFINANCIALSORGANIZATIONAL INFRASTRUCTURE AND CAPACITY.IT MAKES THE CASE OF WHY IT IS THE BEST PLAN TO ADDRESS THE NEED, AND WHY THE ORGANIZATION HAS THE ABILITY AND CAPACITY TO EXECUTE THE PLAN.
    cAny submission deadlines:
    PLEASE SEE HARVEST FOUNDATION WEBSITE FOR DETAILS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATION MUST BE A 501(C)(3) CHARITABLE ORGANIZATION OR A POLITICAL SUBDIVISION ELIGIBLE FOR A CHARITABLE CONTRIBUTION UNDER THE INTERNAL REVENUE CODE. ORGANIZATION'S PROGRAM WILL DIRECTLY SERVE THE COMMUNITY OF MARTINSVILLE AND/OR HENRY COUNTY, VIRGINIA. ORGANIZATION'S PROGRAM WILL DIRECTLY ALIGN WITH HARVEST FOUNDATION'S ECONOMIC DEVELOPMENT STATEGIC FOCUS AROUND WORKFORCE, INVESTMENT OR ADVOCACY. THE HARVEST FOUNDATION DOES NOT FUND:INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, OR SEXUAL ORIENTATION;DIRECT GRANTS TO INDIVIDUALS INCLUDING SCHOLARSHIPS AND FELLOWSHIPS;PROGRAMS OUTSIDE THE GEOGRAPHIC BOUNDARIES OF HENRY COUNTY;DEBT REDUCTION;SECTARIAN RELIGIOUS ACTIVITIES OR DIRECT POLITICAL LOBBYING;FOR PROFIT ORGANIZATIONS;MEDICAL RESEARCH;DIRECT REPLACEMENT OF DISCONTINUED GOVERNMENT SUPPORT;EMERGENCY FUNDING OR EXTREMELY TIME SENSITIVE REQUESTS;GRANTS THAT, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, ARE THE RESPONSIBILITY OF THE GOVERNMENT;ENDOWMENT FUNDS;
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CITY OF MARTINSVILLE
    PO BOX 1112 55 W CHURCH STREET
    MARTINSVILLE,VA24114     		N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER THREE YEARS 200,000
    MARTINSVILLE-HENRY CO ECONOMIC DEVELOP
    134 EAST CHURCH STREET SUITE 200
    MARTINSVILLE,VA24114     		N/A PC TO SUPPORT GENERAL OPERATIONS 2,101,672
    UNITED WAY OF HENRY CO AND MARTINSVILLE
    134 East Church Street PO BOX 951
    MARTINSVILLE,VA24114     		N/A PC Smart Beginnings-System Building Continuation 81,131
    HENRY COUNTY
    PO BOX 7 3300 KINGS MOUNTAIN RD
    COLLINSVILLE,VA24078     		N/A GOV COMMONWEALTH CROSSING BUSINESS CENTER FOR GRADING AND INFRASTRUCTURE IMPROVEMENTS 395,450
    MARTINSVILLE HC FOR HEALTH AND WELLNESS
    22 CHURCH STREET SUITE 311
    MARTINSVILLE,VA24112     		N/A PC Live Well MHC-improve health of individualsby leading a shift in focus from treatment to prevention and wellness 882,527
    PIEDMONT REGIONAL COMMUNITY SERVICES BOA
    24 CLAY STREET
    MARTINSVILLE,VA24112     		N/A PC FOR THE MOBILIZING A COMMUNITY TOWARDS RECOVERY PROGRAM. 293,645
    PATRICK HENRY COMMUNITY COLLEGE ED FDN
    645 PATRIOT AVENUE
    MARTINSVILLE,VA24112     		N/A PC NJCAA Men's Division National SoccerTournament 361,802
    CARLISLE SCHOOL
    300 CARLISLE RD
    MARTINSVILLE,VA24112     		N/A PC K-12 Initiative Phase III 17,084
    HENRY COUNTY PUBLIC SCHOOLS
    PO BOX 8958
    COLLINSVILLE,VA24078     		N/A GOV K-12 Initiative Phase III 207,780
    MARTINSVILLE CITY PUBLIC SCHOOLS
    PO BOX 5548
    MARTINSVILLE,VA24112     		N/A GOV K-12 Initiative Phase III 62,190
    SPENCER PENN SCHOOL PRESERVATION
    PO BOX 506
    SPENCER,VA24165     		N/A PC MAP COLLABORATIVE WITH BOYS & GIRLS CLUB. BUILDS ON THE LEARNING THAT HAPPENS DURING THE SCHOOL DAY. 77,849
    PIEDMONT VIRGINIA DENTAL HEALTH FDN
    407 STARLING AVE
    MARTINSVILLE,VA24112     		N/A PC Community Dental Clinic operations 91,713
    PIEDMONT VIRGINIA DENTAL HEALTH FDN
    407 STARLING AVE
    MARTINSVILLE,VA24112     		N/A PC Community Dental Clinic operations 100,533
    CITY OF MARTINSVILLE
    PO BOX 1112 55 W CHURCH STREET
    MARTINSVILLE,VA24114     		N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER FIVE YEARS 400,000
    HENRY COUNTY
    PO BOX 7 3300 KINGS MOUNTAIN RD
    COLLINSVILLE,VA24078     		N/A GOV FOR DICK AND WILLIE PASSAGE PHASE 6B PROJECT. 1,065,000
    BASSETT PUBLIC LIBRARY
    3969 FAIRYSTONE PARK HIGHWAY
    BASSETT,VA24055     		N/A PC TO HELP PROVIDE AN AVENUE FOR THE POPULACE TO RESEARCH OR ACQUIRE KNOWLEDGE. 10,000
    SOLUTIONS THAT EMPOWER PEOPLE
    200 DENT STREET
    ROCKY MOUNT,VA24151     		N/A PC PROVIDE BICYCLES FOR PEOPLE RE-ENTERING THE WORKFORCE WHO DO NOT HAVE DRIVING PRIVILEDGES. 10,000
    THE COMMUNITY DREAM CENTER
    PO BOX 388
    COLLINSVILLE,VA24078     		N/A PC GIVES RESIDENTS ACCESS TO JOB INTERVIEW CLOTHING, LIFE AND INTERVIEW SKILLS, RESUME BUILDING, JOB SEARCH SKILLS, AND FINANCIAL LITERACY 8,400
    VIRGINIA HEALTH CARE FOUNDATION
    707 EAST MAIN ST SUITE 1350
    RICHMOND,VA23219     		N/A PC CREATING A NEW MARKET FOR HEALTHCARE SERVICES PROJECT 32,500
    MARTINSVILLE HIGH SCHOOL
    351 Commonwealth Blvd
    Martinsville,VA24112     		N/A GOV TO CREATE A FUND THAT WILL ALLOW COLLEGE ADVISORS TO BETTER SUPPORT STUDENTS IN POSTSECONDARY PLANNING 5,000
    GRACE NETWORK
    PO BOX 3902
    MARTINSVILLE,VA24115     		N/A PC PURCHASE REGRIGERATORS FOR SCHOOLS TO STORE UNUSED PREPACKAGED FOOD TAHT WOULD BE DISTRIBUTED TO INDIVIDUALS THROUGH GRACE NETWORK AND SALVATION ARMY. 10,080
    FRATERNAL ORDER OF POLICE PATRICK H
    55 WEST CHURCH STREET
    MARTINSVILLE,VA24112     		N/A PC SANTA COPS AND KIDS PROVIDE CHILDREN OPPORTUNITY TO SHOP AND SPEND $100 OVER THE HOLIDAYS 7,500
    UNITED WAY OF HENRY COUNTY MARTINSV
    PO BOX 951
    MARTINSVILLE,VA24114     		N/A PC PROVIDEES CHILDREN AN AGE APPROPRIATE BOOK MAILED TO THEIR RESIDENCE EVERY MONTH FOR NO COSTS TO THEM. 7,000
    TACKFULLY TEAMED RIDING ACADEMY
    7975 HENRY ROAD
    HENRY,VA24102     		N/A PC ROOF OVER RIDING ARENA USED FOR THERAPY SO THAT THE ARENA CAN BE USED ON HOT AND RAINY DAYS. 10,000
    UNITED WAY OF HENRY COUNTY MARTINSV
    PO BOX 951
    MARTINSVILLE,VA24114     		N/A PC TO PILOT "BRIDGES OUT OF POVERTY" CLASSES. A COMMUNITY SUPPORT PROGRAM TO HELP INDIVIDUALS ADVANCE FROM INTERGENERATIONAL POVERTY TO SELF-SUFFICIENCY. 10,000
    VA MUSUEM OF NATURAL HISTORY
    21 STARLING AVENUE
    MARTINSVILLE,VA24112     		N/A PC PROVIDE STEM BASED PROGRAMMING TO LOCAL SCHOOLS THROUGH ON-SITE, DISTRANCE LEARNING AND OUTREACH PROGRAMS. 10,000
    SMITH RIVER SINGERS
    PO BOX 64
    UNION HALL,VA24176     		N/A PC TO ESTABLISH A CHORAL AND INSTRUMENTAL COMMUNITY LENDING LIBRARY 10,000
    YMCA
    3 STARLING AVENUE
    MARTINSVILLE,VA24112     		N/A PC NEEDS ASSESSMENT AND MARKET STUDY INTO THE COMMUNITY'S REACTION TO AN ENHANCED YMCA IN MARTINSVILLE 4,125
    ANCHOR COMMISSION
    313 EAST MARKET STREET
    MARTINSVILLE,VA24112     		N/A PC REPAIRS AND UPGRADES TO CAMP THAT SERVES COMMUNITY 10,000
    Total .................................bullet 3a 6,482,981
    bApproved for future payment
    UNITED WAY OF HENRY CO AND MARTINSVILLE
    134 East Church Street PO BOX 951
    BASSETT,VA24114     		N/A PC GETTING AHEAD IN MHC PROGRAM 147,182
    CARLISLE SCHOOL
    300 CARLISLE RD
    MARTINSVILLE,VA24112     		N/A PC K-12 Initiative Phase III 177,390
    HENRY COUNTY PUBLIC SCHOOLS
    PO BOX 8958
    COLLINSVILLE,VA24078     		N/A GOV K-12 Initiative Phase III 1,239,483
    MARTINSVILLE CITY PUBLIC SCHOOLS
    PO BOX 5548
    MARTINSVILLE,VA24112     		N/A GOV K-12 Initiative Phase III 416,120
    MARTINSVILLE HC FOR HEALTH AND WELLNESS
    22 CHURCH STREET SUITE 311
    MARTINSVILLE,VA24112     		N/A PC Live Well MHC-improve health of individualsby leading a shift in focus from treatment to prevention and wellness 929,720
    HENRY COUNTY
    PO BOX 7 3300 KINGS MOUNTAIN RD
    COLLINSVILLE,VA24078     		N/A GOV FOR DICK AND WILLIE PASSAGE PHASE 6B PROJECT. 62,500
    CITY OF MARTINSVILLE
    PO BOX 1112 55 W CHURCH STREET
    MARTINSVILLE,VA24114     		N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER THREE YEARS 100,000
    MARTINSVILLE-HENRY CO ECONOMIC DEVELOP
    134 EAST CHURCH STREET SUITE 200
    MARTINSVILLE,VA24114     		N/A PC MARTINSVILLE-HENRY COUNTY EDC PROJECT. 2,619,302
    CITY OF MARTINSVILLE
    PO BOX 1112 55 W CHURCH STREET
    MARTINSVILLE,VA24114     		N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER FIVE YEARS 2,094,324
    SPENCER PENN SCHOOL PRESERVATION
    PO BOX 506
    SPENCER,VA24165     		N/A PC MAP COLLABORATIVE WITH BOYS & GIRLS CLUB. BUILDS ON THE LEARNING THAT HAPPENS DURING THE SCHOOL DAY. 79,750
    PIEDMONT VIRGINIA DENTAL HEALTH FDN
    407 STARLING AVE
    MARTINSVILLE,VA24112     		N/A PC Community Dental Clinic operations 502,663
    HOPE CENTER MINISTRIES
    1510 CENTER MINISTRIES
    WAVERLY,TN37185     		N/A PC INCREASE SERVICE CAPACITY PROJECT 225,940
    PATRICK HENRY COMMUNITY COLLEGE ED
    645 PATRIOT AVENUE
    MARTINSVILLE,VA24112     		N/A PC PHCC PATHWAYS PROMISE PROGRAM 2,333,604
    PATRICK HENRY COMMUNITY COLLEGE ED
    645 PATRIOT AVENUE
    MARTINSVILLE,VA24112     		N/A PC PHCC PATHWAYS PROMISE PROGRAM 5,853,901
    PIEDMONT REGIONAL COMMUNITY SERVICE
    24 CLAY STREET
    MARTINSVILLE,VA24112     		N/A PC FOR THE MOBILIZING A COMMUNITY TOWARDS RECOVERY PROGRAM. 226,388
    SMART BEGINNINGS MHC
    149 E MAIN ST
    MARTINSVILLE,VA24114     		N/A PC TO HELP EDUCATE THE YOUTH OF MARTINSVILLE & HENRY COUNTY. 268,369
    VA MUSEUM OF NATURAL HISTORY
    21 STARLING AVE
    MARTINSVILLE,VA24112     		N/A PC TO HELP SUPPORT THE MUSEUM'S OPERATIONS AND KEEP THE EXHIBITS OPEN. 30,000
    VIRGINIA HEALTH CARE FOUNDATION
    707 EAST MAIN ST SUITE 1350
    RICHMOND,VA23219     		N/A PC CREATING A NEW MARKET FOR HEALTHCARE SERVICES PROJECT 32,500
    Total .................................bullet 3b 17,339,136
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 4,963,242  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 20,188,712  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aORDINARY K-1 INCOME(LOSS)     		    14 -308,904  
    bOTHER INCOME     1 138  
    cTAX EXEMPT K-1 INCOME     14 38  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   24,843,226  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    24,843,226
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE HARVEST FOUNDATION OF THE PIEDMONT
     
    Employer identification number

    31-1496872
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE HARVEST FOUNDATION OF THE PIEDMONT
          		Employer identification number
    31-1496872
    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
    1
    KIWANIS CLUB OF MARTINSVILLE  
    PO BOX 5242
     
    MARTINSVELLE, VA24115

    		$ 12,000


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE HARVEST FOUNDATION OF THE PIEDMONT
          		Employer identification number

    31-1496872
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE HARVEST FOUNDATION OF THE PIEDMONT
          		Employer identification number

    31-1496872
    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) (2018)

    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1

    TY 2018 AccountingFeesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND BOOKKEEPING 4,745 2,373 0 1,973

    TY 2018 ContractorCompensationExpln
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Contractor Explanation
    ANTHEM BLUE CROSS BLUE SHIELD HEALTH INSURANCE
    BASSETT OFFICE SUPPLY PURCHASE OF OFFICE FURNITURE
    BLAIR CONSTRUCTION INC OFFICE RENOVATIONS
    COLONIAL CONSULTING CORPORATION INVESTMENT CONSULTING
    UNIFIED AV SYSTEMS PURCHASE OF VIDEO DISPLAY TECHNOLOGY

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 7,513,116 7,513,116

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN LIMITED PARTNERSHIP FMV 164,946,756 164,946,756
    MUTUAL FUNDS FMV 29,764,329 29,764,329

    TY 2018 LandEtcSchedule2
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 172,709 28,359 144,350 144,350
    Improvements 1,029,271 31,221 998,050 998,050
    Miscellaneous 257,730 92,910 164,820 164,820


    TY 2018 LegalFeesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      72,245 7,224 0 44,222


    TY 2018 OtherAssetsSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    HOLDBACK RECEIVABLE 24,239 2,739,136 2,739,136


    TY 2018 OtherExpensesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 18,770 38   18,732
    EQUIPMENT RENTAL AND MAINTENANCE 8,311 831   5,871
    INFORMATION TECHNOLOGY 31,450 3,145   27,262
    INSURANCE 23,379 2,318   21,061
    MISCELLANEOUS 49,794 131   4,104
    POSTAGE AND SHIPPING 764 77   598
    PUBLIC RELATIONS 10,940 1,094   9,806
    RELOCATION EXPENSES 55,578     54,378
    SUPPLIES 17,152 1,715   15,475


    TY 2018 OtherIncomeSchedule2
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORDINARY K-1 INCOME(LOSS) -308,904 -308,904  
    OTHER INCOME 138    
    TAX EXEMPT K-1 INCOME 38    


    TY 2018 OtherIncreasesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    FEDERAL EXCISE TAX - CURRENT & DEFERRED 177,249


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAX LIABILITY 717,338 71,868
    LEASE INCENTIVE   218,750
    DEFERRED RENT   17,196
    Rounding 1  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDITING FEES 23,200 11,600 0 8,475
    CONSULTING 10,225 200 0 10,025
    INVESTMENT ADVISORY SERVICES 173,968 173,968 0 0
    INVESTMENT MGT FEES 1,863,181 1,863,181 0 0
    PROGRAM RELATED CONSULTING 142,683 0 0 138,219


    TY 2018 TaxesSchedule
    Name:
    THE HARVEST FOUNDATION OF THE PIEDMONT
    EIN:
    31-1496872
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 90,958 90,136   822