Form990-PF


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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DAVIS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 428
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWOOD, SC29648
A Employer identification number

58-2432024
B Telephone number (see instructions)

(864) 229-5211
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$6,567,851J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 99,113 99,113  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 270,730
b Gross sales price for all assets on line 6a 2,408,400
7 Capital gain net income (from Part IV, line 2)... 270,730
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 599 599  
12 Total. Add lines 1 through 11........ 370,442 370,442  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,625 0   13,625
c Other professional fees (attach schedule).... Click to see attachment 32,775 32,775   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,613 878   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,013 33,653   13,625
25 Contributions, gifts, grants paid....... 274,400 273,400
26 Total expenses and disbursements. Add lines 24 and 25 330,413 33,653   287,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,029
b Net investment income (if negative, enter -0-) 336,789
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 109,182 59,521 59,521
2 Savings and temporary cash investments......... 64,705 91,986 91,986
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,459,923 Click to see attachment2,635,611 4,244,118
c Investments—corporate bonds (attach schedule)....... 288,118 Click to see attachment297,026 281,619
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,908,541 Click to see attachment1,802,854 1,890,607
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,830,469 4,886,998 6,567,851
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,830,469 4,886,998
29 Total net assets or fund balances (see instructions)..... 4,830,469 4,886,998
30 Total liabilities and net assets/fund balances (see instructions). 4,830,469 4,886,998
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,830,469
2
Enter amount from Part I, line 27a .....................
2
40,029
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,500
4
Add lines 1, 2, and 3 ..........................
4
4,886,998
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,886,998
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY-TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,384,907   2,137,670 247,237
b 23,493     23,493
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       247,237
b       23,493
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 270,730
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,681
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,681
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,299
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,299
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,618
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,618 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC
    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 .Click to see attachment
    8b
     
    No
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletMARCIE TURNER Telephone no.bullet (864) 229-5211

    Located atbulletPO BOX 428GREENWOODSC ZIP+4bullet29648
    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 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
    Yes
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    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? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    STEPHEN L DAVIS CHAIR & TREASURER
    0.10     		0 0 0
    PO BOX 428
    GREENWOOD,SC29648
    CHERI TAPAGER VICE CHAIR
    0.10     		0 0 0
    PO BOX 428
    GREENWOOD,SC29648
    HUNTER M DAVIS SECRETARY
    0.10     		0 0 0
    PO BOX 428
    GREENWOOD,SC29648
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,319,106
    b
    Average of monthly cash balances.......................
    1b
    226,346
    c
    Fair market value of all other assets (see instructions)................
    1c
    942,098
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,487,550
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,487,550
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    97,313
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,390,237
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    319,512
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    319,512
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,681
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,681
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    314,831
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    16,500
    5
    Add lines 3 and 4............................
    5
    331,331
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    331,331
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 331,331
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 274,531
    b Total for prior years:2019, 20, 20 4,069
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 287,025
    a Applied to 2020, but not more than line 2a 274,531
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment4,069
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 8,425
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		322,906
    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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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:
    HILLARY CRAIGO
    PO BOX 428
    GREENWOOD,SC29648
    (864) 229-5211
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS FOR CONTRIBUTIONS ARE NOT SOLICITED. THEREFORE, THERE ARE NOT ANY FORMS AVAILABLE OR DEADLINES.
    cAny submission deadlines:
    SAME AS ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALEX'S LEMONADE STAND FOUNDATION
    111 PRESIDENTIAL BLVD NO 203
    BALA CYNWYD,PA19004     		N/A PC GENERAL SUPPORT 100
    ALL FOR HIM MINISTRIES INC
    683 RAMSEY DRIVE
    MYRTLE BEACH,SC29577     		N/A PC GENERAL SUPPORT 250
    AMERICAN CANCER SOCIETY
    1901 BRUNSWICK AVE SUITE 10
    CHARLOTTE,NC28207     		N/A PC RELAY FOR LIFE OF GREENWOOD 1,000
    ASCE FOUNDATION
    1801 ALEXANDER BELL DRIVE
    RESTON,VA20191     		N/A PC GENERAL SUPPORT 1,000
    BEAUFORT COUNTY OPEN LAND TRUST
    124 LADYS ISLAND DRIVE
    BEAUFORT,SC29907     		N/A PC GENERAL SUPPORT 1,000
    BEYOND ABUSE
    115 E ALEXANDER AVENUE
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 100
    BOYS & GIRLS CLUB OF THE LAKELANDS
    927 E CAMBRIDGE AVENUE
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 2,500
    BOYS & GIRLS CLUB OF THE PEE DEE
    310 W ROUGHFORK STREET
    FLORENCE,SC29506     		N/A PC GENERAL SUPPORT 1,500
    CAMBRIDGE ACADEMY
    103 EASTMAN STREET
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 2,000
    CENTRAL CAROLINA COMMUNITY FOUNDATION
    2142 BOYCE STREET 402
    COLUMBIA,SC29202     		N/A PC SCHOLARSHIP FUND AND COMMUNITY IMPACT ENDOWMENT 2,000
    CLEMSON UNIVERSITY FOUNDATION
    155 OLD GREENVILLE HWY UNIT 105
    CLEMSON,SC29631     		N/A PC DESIGN LABORATORY 50,000
    COASTAL CONSERVATION LEAGUE
    131 SPRING STREET
    CHARLESTON,SC29403     		N/A PC GENERAL SUPPORT 1,000
    COMMUNITY FOUNDATION OF GREENVILLE
    630 E WASHINGTON STREET
    GREENVILLE,SC29601     		N/A PC GENERAL SUPPORT 2,500
    CONNIE MAXWELL CHILDRENS HOME
    810 MAXWELL AVENUE
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 2,100
    CORNERSTONE
    PO BOX 50209
    GREENWOOD,SC29649     		N/A PC BENEFIT BREAKFAST 1,000
    DARKNESS TO LIGHT
    4900 OHEAR AVENUE STE 205
    NORTH CHARLESTON,SC29405     		N/A PC GENERAL SUPPORT 2,000
    DORCHESTER HERITAGE CENTER INC
    101 RIDGE STREET
    SAINT GEORGE,SC294772486     		N/A PC GENERAL SUPPORT 250
    ENGINEER'S MINISTRIES INTERNATIONAL
    130 EAST KIOWA SUITE 200
    COLORADO SPRINGS,CO80903     		N/A PC GENERAL SUPPORT 2,500
    EPWORTH CHILDREN'S HOME
    2900 MILLWOOD AVENUE
    COLUMBIA,SC29205     		N/A PC GENERAL SUPPORT 1,000
    FAITH HOME
    144 FAITH HOME ROAD
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 2,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    8701 LEEDS ROAD
    KANSAS CITY,MO64129     		N/A PC GENERAL SUPPORT 1,000
    FIRST PRESBYTERIAN CHURCH
    108 E CAMBRIDGE STREET
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 250
    FLORENCE COUNTY
    180 N IRBY STREET
    FLORENCE,SC29501     		N/A GOV GENERAL SUPPORT 5,000
    FOOD BANK OF GREENWOOD COUNTY
    PO BOX 604
    GREENWOOD,SC29648     		N/A PC GENERAL SUPPORT 2,000
    GOAT - GREAT OUTDOOR ADVENTURE TRIPS
    120 SHAW STREET
    GREENVILLE,SC29609     		N/A PC GENERAL SUPPORT 2,500
    GREENWOOD COMMUNITY THEATRE - GCT
    110 MAIN STREET N
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 3,000
    GREENWOOD FESTIVALE CHORALE
    PO BOX 49775
    GREENWOOD,SC296490013     		N/A PC GENERAL SUPPORT 275
    GREENWOOD FIRST ARP CHURCH
    1635 COKESBURY ROAD
    GREENWOOD,SC29649     		N/A PC GENERAL FUND 10,000
    GREENWOOD PATHWAY HOUSE
    208 PANOLA AVENUE
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 3,500
    GREENWOOD PERFORMING ARTS
    PO BOX 50011
    GREENWOOD,SC29648     		N/A PC GENERAL SUPPORT 7,000
    GREENWOOD PROMISE
    PO BOX 49458
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 2,500
    GREENWOOD RAILROAD HISTORICAL CENTER
    906 SOUTH MAIN STREET
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 3,000
    HARD HATS WITH HEART
    887 JOHNNIE DODDS SUITE 110
    MT PLEASANT,SC29464     		N/A PC GENERAL SUPPORT 2,500
    HARRY HAMPTON MEMORIAL WILDLIFE FUND
    PO BOX 2641
    COLUMBIA,SC292022641     		N/A PC GOVERNOR CUP FISHING TOURNAMENT 10,000
    HARVEST HOPE FOOD BANK
    2220 SHOP ROAD
    COLUMBIA,SC29201     		N/A PC GENERAL SUPPORT 2,000
    HEALTHY LEARNERS GREENWOOD
    211 NORTH MAIN STREET
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 700
    HISTORIC COLUMBIA FOUNDATION
    1601 RICHLAND STREET
    COLUMBIA,SC29201     		N/A PC GENERAL SUPPORT 1,000
    HOSPICE AND PALLIATIVE CARE OF THE PIEDMONT
    408 W ALEXANDER AVENUE
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 5,000
    HOSPICE HOUSE OF GREENVILLE
    1836 WEST GEORGIA ROAD
    SIMPSONVILLE,SC29681     		N/A PC GENERAL SUPPORT 3,500
    HUMANE SOCIETY OF GREENWOOD
    2820 AIRPORT ROAD
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 500
    LAKELANDS FCA
    PO BOX 50707
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 1,000
    LAKELANDS REGION YOUNG MENS CHRISTIAN ASSOCIATION
    410 ANDERSON DR
    LAURENS,SC293601755     		N/A PC GENERAL SUPPORT 1,000
    LANDER FOUNDATION
    C/O LANDER UNIV 320 STANLEY AVENUE
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 1,500
    LOWCOUNTRY FOOD BANK
    2864 AZALEA DRIVE
    NORTH CHARLESTON,SC29405     		N/A PC GENERAL SUPPORT 5,500
    LOWCOUNTRY OPEN LAND TRUST
    635 RUTLEDGE AVENUE 107
    CHARLESTON,SC29403     		N/A PC GENERAL SUPPORT 1,500
    MAKE A WISH FOUNDATION
    225 SOUTH PLEASANTBURG DRIVE C17
    GREENVILLE,SC29607     		N/A PC GENERAL SUPPORT 1,000
    MCEC
    130 GARDENERS CIRCLE PMB 622
    JOHNS ISLAND,SC29455     		N/A PC CLAY SHOOT FUNDRAISER 500
    MEALS ON WHEELS - GREENVILLE COUNTY
    15 OREGON STREET
    GREENVILLE,SC29605     		N/A PC ENDOWMENT FUND 3,500
    MEALS ON WHEELS - PIEDMONT AGENCY ON AGING
    808 SOUTH EMERALD ROAD
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 5,000
    MEG'S HOUSE
    929 PHOENIX STREET
    GREENWOOD,SC29648     		N/A PC GENERAL SUPPORT 1,000
    NATIONAL KIDNEY FOUNDATION
    30 EAST 33RD STREET
    NEW YORK,NY10016     		N/A PC GENERAL SUPPORT 250
    NORTHWEST VOLUNTEER FIRE DEPARTMENT
    201 OAKWOOD DRIVE
    GREENWOOD,SC29649     		N/A PC PROMISED LAND STATION 2,000
    OLIVER GOSPEL MISSION
    1100 TAYLOR STREET
    COLUMBIA,SC29201     		N/A PC GENERAL SUPPORT 1,000
    ONE 80 PLACE
    3710 LANDMARK DRIVE
    COLUMBIA,SC29204     		N/A PC GENERAL SUPPORT 2,500
    ONEWORLD HEALTH
    21 GAMECOCK AVENUE SUITE D
    CHARLESTON,SC29407     		N/A PC GENERAL SUPPORT 2,500
    PIEDMONT TECHNICAL COLLEGE FOUNDATION
    620 N EMERALD ROAD
    GREENWOOD,SC29648     		N/A PC GENERAL SUPPORT 2,500
    PRISMA HEALTH CHILDREN'S HOSPITAL
    300 EAST MCBEE AVENUE NO 302
    GREENVILLE,SC29601     		N/A PC CHILDREN'S CANCER CENTER 3,000
    PROJECT HOPE FOUNDATION INC
    206 MILL AVENUE
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 1,000
    RICHLAND CREEK TOP GUNS
    151 WOODHALL ROAD
    BATESBURG,SC29006     		N/A PF GENERAL SUPPORT -1,200
    RICHLAND CREEK TOP GUNS
    151 WOODHALL ROAD
    BATESBURG,SC29006     		N/A PF GENERAL SUPPORT 1,200
    RONALD MCDONALD HOUSE
    706 GROVE ROAD
    GREENVILLE,SC29605     		N/A PC GENERAL SUPPORT 1,750
    SAR - SONS OF THE AMERICAN REVOLUTION
    809 WEST MAIN STREET
    LOUISVILLE,KY40202     		N/A PC GENERAL SUPPORT 1,500
    SC FESTIVAL OF FLOWERS
    PO BOX 980
    GREENWOOD,SC29648     		N/A NC GENERAL SUPPORT 3,325
    SC HISTORICAL SOCIETY
    205 CALHOUN STREET
    CHARLESTON,SC29401     		N/A PC GENERAL SUPPORT 1,000
    SC WILDLIFE PARTNERSHIP
    125 REGIONAL PARKWAY STE 200
    ORANGEBURG,SC29118     		N/A PC GENERAL SUPPORT 2,500
    SELF REGIONAL FOUNDATION
    1325 SPRING STREET
    GREENWOOD,SC29646     		N/A PC MID-WINTER BALL 7,500
    SHRINER'S HOSPITAL
    950 WEST FARIS ROAD
    GREENVILLE,SC29605     		N/A PC GENERAL SUPPORT 2,000
    SOUTH CAROLINA DEPARTMENT OF NATURAL RESOURCES
    217 FORT JOHNSON ROAD
    CHARLESTON,SC29412     		N/A GOV ARTIFICIAL REEF PROGRAM 5,000
    TAU BETA PI
    PO BOX 2697
    KNOXVILLE,TN37901     		N/A PC GENERAL SUPPORT 1,000
    THE AMERICAN BATTLEFIELD TRUST
    PO BOX 79535
    BALTIMORE,MD21279     		N/A PC GENERAL SUPPORT 10,000
    THE ARTS CENTER
    120 MAIN STREET
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 2,000
    THE CARE HOUSE OF THE PEE DEE
    360 N IRBY STREET
    FLORENCE,SC29501     		N/A PC GENERAL SUPPORT 1,500
    THE CITADEL FOUNDATION
    171 MOULTRIE STREET
    CHARLESTON,SC29409     		N/A PC GENERAL SUPPORT 30,000
    THE PARISH CHURCH OF ST HELENA
    505 CHURCH STREET
    BEAUFORT,SC29902     		N/A PC CHURCH AT FRIPP ISLAND AND CHURCH AT HABERSHAM 10,000
    THE POST & COURIER GOOD CHEER FUND
    134 COLUMBUS STREET
    CHARLESTON,SC29403     		N/A PC GENERAL SUPPORT 2,500
    THE SALVATION ARMY OF GREENWOOD COUNTY
    PO BOX 1453
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 500
    THE SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION
    CO AMIE BUSBEE
    SPATANBURG,SC29303     		N/A PC HOSPICE HOME 1,500
    THE VILLAGE GROUP
    PO BOX 700
    GEORGETOWN,SC29442     		N/A PC GENERAL SUPPORT 750
    TRIDENT UNITED WAY
    6296 RIVERS AVENUE 200
    NORTH CHARLESTON,SC29406     		N/A PC GENERAL SUPPORT 1,000
    UNITED WAY
    929 PHOENIX STREET
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 3,000
    UPPER SAVANNAH LAND TRUST
    430 HELIX ROAD
    GREENWOOD,SC29646     		N/A PC GENERAL SUPPORT 2,500
    USC CENTER FOR SCIENCE EDUCATION
    715 SUMTER STREET
    COLUMBIA,SC29208     		N/A GOV GENERAL SUPPORT 1,500
    WATER MISSION INTERNATIONAL
    1150 MOLLY GREENE WAY BLDG 1605
    NORTH CHARLESTON,SC29405     		N/A PC GENERAL SUPPORT 1,500
    WINGS FOR KIDS
    476 MEETING STREET SUITE E
    CHARLESTON,SC29403     		N/A PC GENERAL SUPPORT 100
    YOUNGLIFE GREENWOOD
    1816 COKESBURY ROAD
    GREENWOOD,SC29649     		N/A PC GENERAL SUPPORT 1,500
    YOUTH EMPOWERMENT SERVICES INC
    PO BOX 41784
    NORTH CHARLESTON,SC29423     		N/A PC GENERAL SUPPORT 500
    Total .................................bullet 3a 273,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    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 ............     		    18 270,730  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION PROCEEDS     		    14 599  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 370,442 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    370,442
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE SERVICES 13,625 0   13,625

    TY 2021 AppliedToPriorYearElection
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Election:
    PURSUANT TO CODE SEC. 4942 (H) AND REG 53.4942 (A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2019 IN THE AMOUNT OF $4,069.

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Statement:
    THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUIRES A COPY TO BE FILED BUT RESERVES THE RIGHT TO REQUEST THE FILING. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUESTS AS APPLICABLE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME 297,026 281,619

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 32,719 34,638
    AT&T INC 33,130 33,948
    ABBVIE INC 47,720 81,240
    ADOBE INC 42,898 51,035
    ALPHABET INC 64,407 159,147
    ANTHEM INC 40,533 62,578
    APPLE INC 35,005 133,177
    APPLIED MATERIALS 19,519 59,010
    ARHAUS INC 24,018 33,522
    AUTODESK INC 43,748 47,802
    BANK OF AMERICA CORP 68,369 111,225
    BOEING CO 37,852 33,218
    BROADCOM INC 30,559 79,849
    CAPITAL ONE 24,258 40,625
    CARDINAL HEALTH INC 33,864 36,043
    CITIZENS FINL GROUP INC 54,503 75,600
    CLEVELAND-CLIFFS INC 31,520 33,526
    CVS HEALTH CORP 32,055 61,896
    DECKERS OUTDOOR CORP 28,771 62,273
    DIAMONDBACK ENERGY 35,525 49,072
    DOCUSIGN INC 30,178 54,070
    DOW INC 25,914 46,227
    EQT CORP 28,445 29,989
    EXXON MOBIL CORP 69,557 74,958
    META PLATFORMS INC 45,397 79,042
    FEDEX CORP 35,513 75,006
    FORD MOTOR CO 25,812 37,905
    GENERAL DYNAMICS CO 24,104 35,440
    GOLDMAN SACHS GROUP 27,469 53,557
    GOODYEAR TIRE RUBBER 27,416 36,351
    GXO LOGISTICS INC 36,521 45,415
    HCA HEALTHCARE INC 42,384 89,922
    INVESCO LTD 34,513 34,070
    JOHNSON & JOHNSON 54,205 68,428
    JPMORGAN CHASE & CO 44,489 45,130
    KEYCORP INC 35,971 63,492
    KRAFT HEINZ CO 42,422 47,029
    LAB CO OF AMER HLDG 32,579 70,697
    LENNAR CORP 22,195 53,434
    LOCKHEED MARTIN CORP 34,860 37,318
    LOWES COS INC 32,411 87,883
    MEDTRONIC PLC 31,754 37,242
    MERCK & CO INC 41,482 45,218
    MICROSOFT CORP 53,773 134,528
    MORGAN STANLEY 35,576 68,712
    NVIDIA CORP 17,813 135,291
    PALO ALTO NETWORKS 36,821 125,271
    PAYPAL HOLDINGS INCORPOR 52,317 87,690
    PEPSICO INC 50,805 69,484
    PROCTER & GAMBLE 38,201 58,889
    RAYTHEON CO 42,923 46,214
    REGENERON PHARMS INC 27,217 34,734
    RIO TINTO PLC 37,921 34,139
    SALESFORCE.COM 42,790 48,285
    SCOTTS MIRACLE GRO CO 34,081 36,225
    SIEMENS A G 45,852 46,764
    SKYWORKS SOLUTIONS 36,997 38,009
    SOUTHERN COPPER CORP 20,992 34,249
    STANLEY BLACK & DECK 33,268 33,952
    SYNCHRONY FINL 26,733 43,839
    SYNOVUS FINL CO 34,343 86,405
    TAKE TWO INTERACTV 33,654 53,316
    TRACTOR SUPPLY COMP 39,230 62,036
    UBER TECHNOLOGIES INC 41,328 53,670
    UNION PACIFIC CORP 43,654 52,905
    UNITED RENTALS INC 22,562 21,599
    UNITEDHEALTH GRP INC 56,808 125,535
    VISA INC 40,111 54,177
    WELLS FARGO & CO 49,538 75,568
    WILLIAMS COMPANIES 32,237 35,935
    WILLIAMS SONOMA 21,502 19,450

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DRIEHAUS EMRG MKTS GWTH AT COST 119,357 133,809
    GOLDMAN SACHS GQG AT COST 72,446 94,110
    WASATCH MICRO CAP INSTIT AT COST 49,275 50,416
    ISHARES BIOTECHNOLOGY AT COST 44,504 48,075
    ISHARES CORE S&P SMALL CAP ETF AT COST 93,481 143,138
    JPMORGAN ULTRA SHORT AT COST 50,717 50,480
    VANECK OIL SERVICES ETF AT COST 22,628 22,181
    VANGUARD SHORT TERM COR BD ETF AT COST 408,348 406,300
    CLIFFS INVESTMENT GROUP AT COST 942,098 942,098

    TY 2021 OtherIncomeSchedule2
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 599 599 599


    TY 2021 OtherIncreasesSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Description Amount
    PRIOR PERIOD ADJUSTMENT - GRANT RECOVERY 16,500


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 32,775 32,775   0


    TY 2021 TaxesSchedule
    Name:
    DAVIS FAMILY FOUNDATION INC
    EIN:
    58-2432024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 8,735 0   0
    FOREIGN TAXES PAID 878 878   0