Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
JOHN H & WILHELMINA D HARLAND
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2 PIEDMONT CENTER STE 710
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30305
A Employer identification number

23-7225012
B Telephone number (see instructions)

(404) 264-9912
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$35,093,397J 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) 20,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 803,141 805,585  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 613,157
b Gross sales price for all assets on line 6a 28,270,550
7 Capital gain net income (from Part IV, line 2)... 556,215
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).......      
12 Total. Add lines 1 through 11........ 1,436,298 1,361,800  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 142,105 14,210   127,895
14 Other employee salaries and wages...... 74,474 7,447   67,027
15 Pension plans, employee benefits....... 62,845 6,285   56,561
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,315 10,657   10,658
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
226,317 225,417   900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,982 1,908   17,170
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,767 0  
20 Occupancy.............. 69,333 6,933   62,400
21 Travel, conferences, and meetings....... 439 0   439
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,218 0   24,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 670,795 272,857   367,268
25 Contributions, gifts, grants paid....... 1,540,000 1,245,000
26 Total expenses and disbursements. Add lines 24 and 25 2,210,795 272,857   1,612,268
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -774,497
b Net investment income (if negative, enter -0-) 1,088,943
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,300,458 959,980 959,980
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 35,882,881 Click to see attachment
List of Attached Documents:
// Content
32,793,328 		32,793,328
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,498,966 Click to see attachment
List of Attached Documents:
// Content
1,214,370 		1,214,370
14 Land, buildings, and equipment: basis right arrow85,500
Less: accumulated depreciation (attach schedule) right arrow82,008 6,259 Click to see attachment
List of Attached Documents:
// Content
3,492 		3,492
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
122,227 		Click to see attachment
List of Attached Documents:
// Content
122,227
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,688,564 35,093,397 35,093,397
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 220,000 515,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
102,251 		Click to see attachment
List of Attached Documents:
// Content
139,712
23 Total liabilities (add lines 17 through 22)......... 322,251 654,712
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 38,366,313 34,438,685
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 38,366,313 34,438,685
30 Total liabilities and net assets/fund balances (see instructions). 38,688,564 35,093,397
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
38,366,313
2
Enter amount from Part I, line 27a .....................
2
-774,497
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
44,446
4
Add lines 1, 2, and 3 ..........................
4
37,636,262
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,197,577
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,438,685
Form 990-PF (2022)
Form 990-PF (2022)
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 INVESTMENT PORTFOLIO P    
b PASS-THRU UBTI FROM K-1S 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 28,270,550   27,710,773 559,777
b     3,562 -3,562
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       559,777
b       -3,562
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 2 556,215
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 (2022)
Form 990-PF (2022)
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 15,136
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 15,136
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 15,136
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 20,301
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 37,801
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 22,665
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow22,665 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.HARLANDFOUNDATION.ORG
14
The books are in care ofright arrowJANE HARDESTY EXECUTIVE DIRECTOR Telephone no.right arrow (404) 264-9912

Located atright arrow2 PIEDMONT CENTER STE 710ATLANTAGA ZIP+4right arrow30305
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
MARGARET C REISER PRESIDENT
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
STEPHEN B BUTLER VICE PRESIDENT
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
ROBERT E REISER JR TREASURER
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
JANE G HARDESTY EXECUTIVE DIRECTOR
40.00 		142,105 31,085 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
KATHLEEN BARKSDALE TRUSTEE
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
KATHERINE BUTLER TRUSTEE
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
BERNADETTE W HARTFIELD TRUSTEE
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
SAM PETTWAY TRUSTEE
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
DAVID D WEITNAUER TRUSTEE
1.00 		0 0 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
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
GRANTS MANAGER GRANTS MANAGER
40.00 		71,767 31,760 0
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
BALENTINE LLC INVESTMENT CONSULTING & MGMT. 154,122
3344 PEACHTREE ROAD STE 2200
ATLANTA,GA30326
CHARLES SCHWAB EQUITY INVESTMENT CORP INVESTMENT MANAGEMENT 71,073
1776 PEACHTREE NW STE 600S
ATLANTA,GA30309
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
33,303,349
b
Average of monthly cash balances.......................
1b
1,699,956
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
35,003,305
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
35,003,305
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
525,050
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,478,255
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,723,913
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,723,913
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,136
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,136
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,708,777
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,708,777
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
1,708,777
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,612,268
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
1,612,268
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,708,777
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,219,594
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,612,268
a Applied to 2021, but not more than line 2a 1,219,594
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 392,674
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,316,103
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GAIL G BYERS GRANTS MANAGER
2 PIEDMONT CENTER STE 710
ATLANTA,GA30305
(404) 264-9912
INFO@HARLANDFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW.HARLANDFOUNDATION.ORG
cAny submission deadlines:
SEE WWW.HARLANDFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW.HARLANDFOUNDATION.ORG
Form 990-PF (2022)
Form 990-PF (2022)
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

AGAPE YOUTH AND FAMILY CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 711
ATLANTA,GA30306 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

AGAPE YOUTH AND FAMILY CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 712
ATLANTA,GA30307 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ALLIANCE THEATRE COMPANY

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 150,000

ATLANTA BALLET

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 60,000

ATLANTA LEGAL AID SOCIETY

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ATLANTA MUSIC PROJECT

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

AUTOMOTIVE TRAINING CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

BIG BROTHERS BIG SISTERS OF METRO ATLANTA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

BREAKTHOUGH ATLANTA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

CAMP KUDZU

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

CARINGWORKS INC

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

CHILDREN'S MUSEUM OF ATLANTA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

COLLEGE AIM

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

CONCRETE JUNGLE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

COVENANT HOUSE GEORGIA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

DANCE CANVAS

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 20,000

EARLY LEARNING PROPERTY MANAGEMENT

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 15,000

ETHNE HEALTH

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

FRIENDS OF DISABLED ADULTS & CHILDREN

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

GATEWAY CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

GEORGIA CENTER OR CHILD ADVOCACY

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

INTERFAITH OUTREACH HOME

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

KATE'S CLUB

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 35,000

LAAMISTAD

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 20,000

LOS NINOS PRIMERO

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

MIDTOWN ASSISTANCE CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NEXT GENERATION MEN & WOMEN

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NICHOLAS HOUSE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NOBIS WORKS INC

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

OUR HOUSE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

OUR HOUSE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

OUT OF HAND THEATER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

PARTNERS FOR HOME

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

QUALITY CARE FOR CHILDREN

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 50,000

SCOTTDALE EARLY LEARNING

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

SECOND HELPINGS ATLANTA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

SYNCHRONICITY THEATRE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

THE BOYCE ANSLEY SCHOOL

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

TRUE COLORS THEATRE COMPANY

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

URBAN RECIPE

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 20,000

WYLDE CENTER

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

YMCA OF METRO ATLANTA

C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000
Total .................................right arrow 3a 1,245,000
bApproved for future payment

AGAPE YOUTH AND FAMILY CENTER
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ATLANTA LEGAL AID SOCIETY
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 718
ATLANTA,GA30313 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ATLANTA MUSIC PROJECT
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 725
ATLANTA,GA30320 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

ATLANTA VOLUNTEER LAWYERS FOUNDATION
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 719
ATLANTA,GA30314 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

BIG BROTHERS BIG SISTERS OF METRO ATLANTA
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

COLLEGE AIM
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

COVENANT HOUSE GEORGIA
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 720
ATLANTA,GA30315 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

GEORGIA CENTER FOR CHILD ADVOCACY
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 710
ATLANTA,GA30305 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

LAAMISTAD INC
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 711
ATLANTA,GA30306 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 20,000

LOS NINOS PRIMERO
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 712
ATLANTA,GA30307 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

MIDTOWN ASSISTANCE CENTER
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 721
ATLANTA,GA30316 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NEXT GENERATION MEN & WOMEN
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 713
ATLANTA,GA30308 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NICHOLAS HOUSE
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 722
ATLANTA,GA30317 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

NOBIS WORKS INC
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 723
ATLANTA,GA30318 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

OUR HOUSE
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 714
ATLANTA,GA30309 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

OUT OF HAND THEATER
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 726
ATLANTA,GA30321 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

SCOTTDALE EARLY LEARNING
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 715
ATLANTA,GA30310 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

TRUE COLORS THEATRE COMPANY
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 727
ATLANTA,GA30322 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

URBAN RECIPE
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 724
ATLANTA,GA30319 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 20,000

WYLDE CENTER
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 716
ATLANTA,GA30311 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000

YMCA OF METRO ATLANTA
C/O HARLAND FOUNDATION 2 PIEDMONT
CENTER STE 717
ATLANTA,GA30312 		NONE PC SUPPORT RECIPIENT ORGANIZATION'S CHARITABLE ACTIVITIES 25,000
Total ................................. right arrow 3b 515,000
Form 990-PF (2022)
Form 990-PF (2022)
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 .... 900099 6,192 14 796,949  
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 ............ 		900099 -3,562 18 616,719  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,630 1,413,668 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,416,298
(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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING - AUDIT & TAX 19,590 9,795   9,795
ACCOUNTING - BOOKKEEPING 1,725 862   863

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER EQUIPMENT 2012-09-19 23,969 19,082 SL 5.000000000000 2,424 0    
COMPUTER SOFTWARE 1996-10-01 2,904 2,904 SL 3.000000000000 0 0    
FURNITURE & FIXTURES 2012-12-08 34,962 34,853 SL 10.000000000000 109 0    
LEASEHOLD IMPROVEMENTS 2007-03-08 21,895 21,895 SL 5.000000000000 0 0    
OFFICE EQIUPMENT 2019-11-06 1,770 507 SL 5.000000000000 234 0    

TY 2022 InvestmentsCorpStockSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 9,721,590 9,721,590
MUTUAL FUNDS, ETFS & REITS 23,071,738 23,071,738

TY 2022 InvestmentsOtherSchedule2
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE PARTNERSHIP INVESTMENTS FMV 1,214,370 1,214,370

TY 2022 LandEtcSchedule2
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 23,969 21,506 2,463  
COMPUTER SOFTWARE 2,904 2,904 0  
FURNITURE & FIXTURES 34,962 34,962 0  
LEASEHOLD IMPROVEMENTS 21,895 21,895 0  
OFFICE EQIUPMENT 1,770 741 1,029  


TY 2022 OtherAssetsSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATING RIGHT-OF-USE ASSETS 0 172,819 172,819
ACCUMULATED AMORTIZATION OPERATING RIGHT-OF-USE ASSETS 0 -55,783 -55,783
PREPAID FEDERAL NII EXCISE TAX 0 5,191 5,191


TY 2022 OtherDecreasesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description Amount
UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO 3,197,577


TY 2022 OtherExpensesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE, SUPPLIES & POSTAGE EXPENSE 776 0   776
INSURANCE 2,353 0   2,353
ASSOCIATION & TEO DUES/MEMBERSHIPS 4,415 0   4,415
DUES & SUBCRIPTIONS 1,000 0   1,000
MISCELLANEOUS 161 0   161
NON-CAPITAL EQUIPMENT/MAINTENANCE/REPAIR/RENTS 7,044 0   7,044
INFORMATION TECHNOLOGY 8,469 0   8,469


TY 2022 OtherIncreasesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description Amount
DEFERRED EXCISE TAX ADJUSTMENT 44,446


TY 2022 OtherLiabilitiesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL NII EXCISE TAX 64,567 20,121
PENSION PLAN ACCRUAL 779 779
FEDERAL NII EXCISE TAX PAYABLE 36,905 0
OPERATING LEASE LIABILITY 0 118,812


TY 2022 OtherProfessionalFeesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 225,317 225,317   0
RETIREMENT ADMINISTRATION & PAYROLL PROCESSING 1,000 100   900


TY 2022 TaxesSchedule
Name:
JOHN H & WILHELMINA D HARLAND
 
CHARITABLE FOUNDATION
EIN:
23-7225012
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 19,078 1,908   17,170
FEDERAL NII EXCISE TAX 27,904 0   0