TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024

Name of foundation
THE DOUGLAS & TONYIA BOLTON
FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)26 NORTH PORT ROYAL DR
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HILTON HEAD ISLAND, SC29928

A Employer identification number

20-8030196

B Telephone number (see instructions)

(843) 715-0173

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,709,392J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	689		689
4	Dividends and interest from securities...	15,285		15,285
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		93,711
b	Gross sales price for all assets on line 6a 281,965
7	Capital gain net income (from Part IV, line 2)...			93,711
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........	109,685		109,685	0
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	54	54	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	7,722	7,722	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	7,776		7,776	0	0
25	Contributions, gifts, grants paid.......	89,100				89,100
26	Total expenses and disbursements. Add lines 24 and 25	96,876		7,776	0	89,100
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	12,809
b	Net investment income (if negative, enter -0-)			101,909
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	60,256	97,413	97,413
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	939,205	List of Attached Documents: // Content 963,855	1,611,979
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	999,461	1,061,268	1,709,392
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................		50,000
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	50,000
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	999,461	998,459
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	12,809
	29	Total net assets or fund balances (see instructions).....	999,461	1,011,268
	30	Total liabilities and net assets/fund balances (see instructions).	999,461	1,061,268

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

999,461

Enter amount from Part I, line 27a .....................

12,809

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

Add lines 1, 2, and 3 ..........................

1,012,290

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,022

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,011,268

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	7 SHS ADOBE INC	P	2021-02-02	2023-07-27
b	36 SHS FLEX LTD	P	2019-10-24	2023-07-27
c	30 SHS FLEX LTD	P	2019-11-11	2023-07-27
d	2 SHS FORTREA HOLDINGS INC REG	P	2020-02-25	2023-07-07
e	8 SHS FORTREA HOLDINGS INC REG	P	2020-03-17	2023-07-07
	12 SHS FORTREA HOLDINGS INC REG	P	2020-03-18	2023-07-07
	8 SHS FORTREA HOLDINGS INC REG	P	2020-06-25	2023-07-07
	1 SHS FORTREA HOLDINGS INC REG	P	2020-06-26	2023-07-07
	10 SHS FORTREA HOLDINGS INC REG	P	2021-03-01	2023-07-07
	4 SHS FORTREA HOLDINGS INC REG	P	2021-03-02	2023-07-07
	4 SHS MONOLITHIC PWR SYSTEMS	P	2022-02-15	2023-07-27
	4 SHS NXP SEMICONDUCTORS N.V.	P	2019-11-11	2023-07-27
	3 SHS NXP SEMICONDUCTORS N.V.	P	2019-11-12	2023-07-27
	4 SHS NXP SEMICONDUCTORS N.V.	P	2019-11-12	2023-07-27
	5 SHS WEST PHARMACTL SVCS INC	P	2022-01-21	2023-07-27
	13 SHS ADVNCD MICRO D INC	P	2023-02-28	2023-07-27
	28 SHS ON SEMICONDUCTOR CRP COM	P	2022-10-24	2023-07-27
	25 SHS ON SEMICONDUCTOR CRP COM	P	2022-10-25	2023-07-27
	88 SHS FLEX LTD	P	2019-11-11	2023-07-28
	10 SHS DEERE CO	P	2021-09-03	2023-09-22
	2 SHS LUMENTUM HOLDINGS INC	P	2020-06-25	2023-09-25
	14 SHS LUMENTUM HOLDINGS INC	P	2020-06-26	2023-09-25
	2 SHS LUMENTUM HOLDINGS INC	P	2020-06-26	2023-09-26
	10 SHS LUMENTUM HOLDINGS INC	P	2020-09-24	2023-09-26
	4 SHS LUMENTUM HOLDINGS INC	P	2020-09-25	2023-09-26
	11 SHS LUMENTUM HOLDINGS INC	P	2020-09-25	2023-09-26
	10 SHS LUMENTUM HOLDINGS INC	P	2020-09-25	2023-09-27
	20 SHS LUMENTUM HOLDINGS INC	P	2021-03-11	2023-09-27
	1 SHS STERIS PLC REG SHS	P	2020-06-26	2023-09-25
	3 SHS STERIS PLC REG SHS	P	2020-06-26	2023-09-22
	10 SHS STERIS PLC REG SHS	P	2020-06-26	2023-09-25
	36 SHS XYLEM INC SHS	P	2017-12-14	2023-09-13
	33 SHS XYLEM INC SHS	P	2017-12-14	2023-09-14
	22 SHS XYLEM INC SHS	P	2023-05-30	2023-09-14
	5 SHS XYLEM INC SHS	P	2023-05-31	2023-09-14
	18 SHS XYLEM INC SHS	P	2023-07-27	2023-09-14
	13 SHS XYLEM INC SHS	P	2023-07-27	2023-09-15
	12 SHS XYLEM INC SHS	P	2023-07-28	2023-09-15
	2 SHS LUMENTUM HOLDINGS INC	P	2021-05-19	2023-09-28
	39 SHS LUMENTUM HOLDINGS INC	P	2021-05-20	2023-09-28
	16 SHS CIENA CORP	P	2020-02-24	2023-12-12
	38 SHS CIENA CORP	P	2020-09-24	2023-12-12
	22 SHS CIENA CORP	P	2020-09-24	2023-12-13
	56 SHS CIENA CORP	P	2020-09-25	2023-12-13
	25 SHS CIENA CORP	P	2022-06-17	2023-12-13
	17 SHS CIENA CORP	P	2022-06-17	2023-12-14
	35 SHS CIENA CORP	P	2022-06-21	2023-12-14
	1 SHS OWENS CORNING INC	P	2022-01-12	2023-12-19
	22 SHS OWENS CORNING INC	P	2022-01-13	2023-12-19
	5 SHS OWENS CORNING INC	P	2022-01-13	2023-12-20
	16 SHS OWENS CORNING INC	P	2022-01-14	2023-12-20
	3 SHS OWENS CORNING INC	P	2022-01-14	2023-12-21
	7 SHS OWENS CORNING INC	P	2022-01-18	2023-12-21
	25 SHS OWENS CORNING INC	P	2022-02-15	2023-12-21
	13 SHS OWENS CORNING INC	P	2022-02-15	2023-12-22
	2 SHS CIENA CORP	P	2023-03-01	2023-12-14
	29 SHS CIENA CORP	P	2023-03-01	2023-12-15
	27 SHS CIENA CORP	P	2023-03-02	2023-12-15
	2 SHS CIENA CORP	P	2023-03-03	2023-12-15
	13 SHS AMERICAN WTR WKS CO INC	P	2017-12-14	2024-02-26
	63 SHS AMERICAN WTR WKS CO INC	P	2017-12-14	2024-02-27
	4 SHS BIO RAD LABS CL A	P	2017-12-14	2024-02-27
	2 SHS LABORATORY CP AMER HLDGS	P	2020-02-25	2024-02-27
	8 SHS LABORATORY CP AMER HLDGS	P	2020-03-17	2024-02-27
	12 SHS LABORATORY CP AMER HLDGS	P	2020-03-18	2024-02-27
	5 SHS LABORATORY CP AMER HLDGS	P	2020-06-25	2024-02-27
	1 SHS MONOLITHIC PWR SYSTEMS	P	2022-02-15	2024-02-23
	2 SHS MONOLITHIC PWR SYSTEMS	P	2022-10-24	2024-02-23
	19.5528 SHS NEXTRACKER INC	P	2019-11-11	2024-02-26
	9.406 SHS NEXTRACKER INC	P	2020-02-21	2024-02-26
	4.0412 SHS NEXTRACKER INC	P	2020-02-24	2024-02-26
	11.8446 SHS NEXTRACKER INC	P	2020-02-24	2024-02-27
	7.1066 SHS NEXTRACKER INC	P	2020-02-24	2024-02-27
	0.5226 SHS NEXTRACKER INC	P	2020-02-25	2024-02-27
	24.9085 SHS NEXTRACKER INC	P	2020-03-30	2024-02-27
	8.8834 SHS NEXTRACKER INC	P	2020-07-13	2024-02-27
	19.6829 SHS NEXTRACKER INC	P	2020-07-14	2024-02-27
	5.0514 SHS NEXTRACKER INC	P	2020-07-15	2024-02-27
	1 SHS SBA COMMUNICATIONS CORP	P	2020-04-22	2024-02-23
	12 SHS SBA COMMUNICATIONS CORP	P	2020-04-23	2024-02-23
	3 SHS SBA COMMUNICATIONS CORP	P	2020-07-28	2024-02-23
	9 SHS SBA COMMUNICATIONS CORP	P	2020-07-28	2024-02-26
	13 SHS SBA COMMUNICATIONS CORP	P	2020-12-11	2024-02-26
	18 SHS ADVNCD MICRO D INC	P	2023-02-28	2024-03-20
	12 SHS BIO RAD LABS CL A	P	2017-12-14	2024-02-28
	8 SHS BIO RAD LABS CL A	P	2017-12-14	2024-02-29
	3 SHS LABORATORY CP AMER HLDGS	P	2020-06-25	2024-02-28
	1 SHS LABORATORY CP AMER HLDGS	P	2020-06-26	2024-02-28
	10 SHS LABORATORY CP AMER HLDGS	P	2021-03-01	2024-02-28
	4 SHS LABORATORY CP AMER HLDGS	P	2021-03-02	2024-02-28
	2 SHS LABORATORY CP AMER HLDGS	P	2023-09-22	2024-02-28
	12 SHS LABORATORY CP AMER HLDGS	P	2023-09-22	2024-02-29
	3 SHS NVIDIA	P	2018-10-31	2024-03-27
	2 SHS NVIDIA	P	2018-10-31	2024-04-01
	14 SHS ALCON SA ACT NOM	P	2020-06-26	2024-05-21
	5 SHS ALCON SA ACT NOM	P	2020-06-26	2024-05-21
	2 SHS ADOBE INC	P	2021-02-02	2024-05-21
	43 SHS ADVNCD MICRO D INC	P	2023-02-28	2024-05-07
	23 SHS AFLAC INC COM	P	2018-12-03	2024-05-21
	6 SHS APTIV PLC SHS	P	2017-12-14	2024-05-21
	11 SHS APTIV PLC SHS	P	2018-03-28	2024-05-21
	18 SHS BRUKER CORP	P	2018-12-27	2024-05-21
	1 SHS BECTON DICKINSON CO	P	2021-09-02	2024-05-21
	1 SHS BECTON DICKINSON CO	P	2021-09-03	2024-05-21
	4 SHS BECTON DICKINSON CO	P	2021-09-03	2024-05-21
	6 SHS DANAHER CORP DEL COM	P	2017-12-14	2024-05-21
	10 SHS DEERE CO	P	2021-09-03	2024-05-07
	2 SHS DEERE CO	P	2021-09-03	2024-05-21
	60 SHS FLEX LTD	P	2019-11-11	2024-05-21
	9 SHS HEXCEL CORP NEW COM	P	2021-02-17	2024-05-21
	2 SHS HEXCEL CORP NEW COM	P	2021-02-18	2024-05-21
	6 SHS HEXCEL CORP NEW COM	P	2021-02-18	2024-05-21
	90 SHS HALEON PLC SHS ADR	P	2022-12-21	2024-05-13
	123 SHS HALEON PLC SHS ADR	P	2022-12-22	2024-05-13
	74 SHS HALEON PLC SHS ADR	P	2022-12-22	2024-05-14
	135 SHS HALEON PLC SHS ADR	P	2022-12-23	2024-05-14
	120 SHS HALEON PLC SHS ADR	P	2022-12-27	2024-05-14
	145 SHS HALEON PLC SHS ADR	P	2022-12-28	2024-05-14
	109 SHS HALEON PLC SHS ADR	P	2022-12-28	2024-05-15
	129 SHS HALEON PLC SHS ADR	P	2023-03-24	2024-05-15
	104 SHS HALEON PLC SHS ADR	P	2023-03-24	2024-05-15
	130 SHS HALEON PLC SHS ADR	P	2023-03-27	2024-05-15
	9 SHS HOME DEPOT INC	P	2014-03-04	2024-05-07
	10 SHS HOME DEPOT INC	P	2015-07-14	2024-05-07
	5 SHS HOME DEPOT INC	P	2017-12-14	2024-05-07
	4 SHS HOME DEPOT INC	P	2019-12-17	2024-05-07
	10 SHS HOME DEPOT INC	P	2020-12-11	2024-05-07
	4 SHS ICON PLC	P	2022-08-10	2024-05-21
	1 SHS ICON PLC	P	2022-08-10	2024-05-21
	1 SHS ICON PLC	P	2022-08-11	2024-05-21
	13 SHS INTERCONTINENTAL	P	2017-12-14	2024-05-21
	3 SHS INTUIT INC COM	P	2022-06-17	2024-05-21
	8 SHS JOHNSON AND JOHNSON COM	P	2022-12-20	2024-05-21
	11 SHS MAXIMUS INC	P	2020-08-17	2024-05-21
	2 SHS MONOLITHIC PWR SYSTEMS	P	2022-10-24	2024-05-21
	9 SHS MSCI INC	P	2017-12-14	2024-05-07
	24 SHS MSCI INC	P	2017-12-14	2024-05-08
	8 SHS MICROSOFT CORP	P	2017-12-14	2024-05-21
	3 SHS NVIDIA	P	2018-10-31	2024-05-21
	5 SHS NXP SEMICONDUCTORS N.V.	P	2019-11-12	2024-05-21
	20 SHS ON SEMICONDUCTOR CRP COM	P	2022-10-25	2024-05-07
	59 SHS ON SEMICONDUCTOR CRP COM	P	2022-10-26	2024-05-07
	58 SHS ON SEMICONDUCTOR CRP COM	P	2022-12-20	2024-05-07
	3 SHS PALO ALTO NETWORKS INC	P	2023-03-23	2024-05-21
	11 SHS PROCTER & GAMBLE CO	P	2022-11-14	2024-05-21
	4 SHS ROCKWELL AUTOMATION INC	P	2017-12-14	2024-05-21
	6 SHS STERIS PLC REG SHS	P	2020-06-26	2024-05-21
	5 SHS TETRA TECH INC NEW	P	2020-09-24	2024-05-21
	4 SHS TETRA TECH INC NEW	P	2020-09-25	2024-05-21
	1 SHS TOPBUILD CORP SHS	P	2020-09-28	2024-05-07
	5 SHS TOPBUILD CORP SHS	P	2020-09-29	2024-05-07
	3 SHS TOPBUILD CORP SHS	P	2020-09-29	2024-05-08
	11 SHS TOPBUILD CORP SHS	P	2020-09-30	2024-05-08
	2 SHS TOPBUILD CORP SHS	P	2020-10-01	2024-05-21
	11 SHS TE CONNECTIVITY LTD	P	2021-04-20	2024-05-21
	18 SHS UNILEVER PLC NEW ADR	P	2022-11-15	2024-05-21
	13 SHS UNILEVER PLC NEW ADR	P	2022-11-16	2024-05-21
	1 SHS UNILEVER PLC NEW ADR	P	2022-11-16	2024-05-21
	2 SHS UNITEDHEALTH GROUP INC	P	2017-05-31	2024-05-21
	2 SHS UNITEDHEALTH GROUP INC	P	2017-12-14	2024-05-21
	8 SHS VISA INC CL A SHRS	P	2017-12-14	2024-05-21
	18 SHS VERALTO CORP	P	2017-12-14	2024-05-21
	4 SHS VERALTO CORP	P	2018-07-27	2024-05-21
	14 SHS WASTE MANAGEMENT INC NEW	P	2020-02-24	2024-05-21
	1 SHS WEST PHARMACTL SVCS INC	P	2022-01-21	2024-05-21
	4 SHS WEST PHARMACTL SVCS INC	P	2022-01-24	2024-05-21
	3 SHS ARISTA NETWORKS INC	P	2024-05-07	2024-05-21
	1 SHS FAIR ISAAC CORPORATION	P	2023-07-27	2024-05-21
	20 SHS GE HEALTHCARE	P	2024-02-27	2024-05-21
	30 SHS NEXTERA ENERGY INC SHS	P	2023-07-27	2024-05-21
	41 SHS ON SEMICONDUCTOR CRP COM	P	2024-02-23	2024-05-07
	8 SHS TAIWAN S MANUFCTRING ADR	P	2024-05-07	2024-05-21
	4 SHS VERALTO CORP	P	2023-10-03	2024-05-21
	42 SHS INVESCO QQQ TR SER 1	P	2017-12-13	2024-06-25
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,633	3,401	232
b	976	372	604
c	813	356	457
d	64	54	10
e	257	142	115
	385	193	192
	257	185	72
	32	23	9
	321	350	-29
	128	140	-12
	2,139	1,838	301
	889	473	416
	667	359	308
	889	480	409
	1,788	1,859	-71
	1,486	1,026	460
	2,865	1,834	1,031
	2,558	1,666	892
	2,383	1,043	1,340
	3,797	3,895	-98
	92	150	-58
	644	1,083	-439
	90	155	-65
	451	730	-279
	180	294	-114
	493	809	-316
	442	736	-294
	884	1,749	-865
	225	149	76
	674	447	227
	2,245	1,491	754
	3,440	2,408	1,032
	3,173	2,207	966
	2,116	2,168	-52
	481	505	-24
	1,731	2,035	-304
	1,246	1,470	-224
	1,150	1,353	-203
	89	153	-64
	1,742	3,049	-1,307
	698	680	18
	1,659	1,479	180
	964	856	108
	2,454	2,175	279
	1,096	1,089	7
	760	740	20
	1,565	1,563	2
	150	95	55
	3,299	2,099	1,200
	748	477	271
	2,394	1,506	888
	443	282	161
	1,034	657	377
	3,694	2,311	1,383
	1,926	1,202	724
	89	97	-8
	1,267	1,403	-136
	1,179	1,306	-127
	87	99	-12
	1,528	1,177	351
	7,419	5,702	1,717
	1,330	998	332
	431	320	111
	1,724	843	881
	2,586	1,152	1,434
	1,077	688	389
	720	460	260
	1,441	661	780
	1,165	369	796
	561	198	363
	241	83	158
	708	241	467
	425	145	280
	31	11	20
	1,489	331	1,158
	531	143	388
	1,177	314	863
	302	85	217
	213	308	-95
	2,559	3,703	-1,144
	640	924	-284
	1,886	2,788	-902
	2,724	3,565	-841
	3,238	1,421	1,817
	3,966	2,995	971
	2,619	1,997	622
	645	413	232
	215	138	77
	2,148	2,085	63
	859	835	24
	430	412	18
	2,566	2,471	95
	2,682	154	2,528
	1,827	103	1,724
	1,238	813	425
	442	292	150
	960	972	-12
	6,690	3,394	3,296
	2,009	1,057	952
	495	499	-4
	907	911	-4
	1,367	506	861
	235	249	-14
	235	251	-16
	940	1,006	-66
	1,598	492	1,106
	4,050	3,895	155
	771	779	-8
	1,776	514	1,262
	635	468	167
	141	103	38
	423	303	120
	746	701	45
	1,020	966	54
	614	581	33
	1,120	1,079	41
	995	957	38
	1,203	1,148	55
	918	863	55
	1,086	1,058	28
	876	848	28
	1,095	1,066	29
	3,075	747	2,328
	3,417	1,153	2,264
	1,708	911	797
	1,367	875	492
	3,417	2,634	783
	1,263	968	295
	316	242	74
	316	246	70
	1,783	915	868
	2,002	1,113	889
	1,207	1,407	-200
	951	863	88
	1,505	661	844
	4,258	1,149	3,109
	11,322	3,063	8,259
	3,434	678	2,756
	2,841	154	2,687
	1,368	600	768
	1,434	1,332	102
	4,230	3,918	312
	4,159	3,733	426
	943	582	361
	1,847	1,562	285
	1,078	761	317
	1,385	890	495
	1,090	451	639
	872	365	507
	399	166	233
	1,995	845	1,150
	1,190	507	683
	4,365	1,879	2,486
	810	349	461
	1,672	1,405	267
	977	863	114
	705	629	76
	54	48	6
	1,044	352	692
	1,044	443	601
	2,209	908	1,301
	1,790	585	1,205
	398	144	254
	2,918	1,738	1,180
	338	372	-34
	1,353	1,467	-114
	953	826	127
	1,374	827	547
	1,632	1,841	0
	2,291	2,208	83
	2,940	3,144	-204
	1,229	1,134	95
	398	308	90
	20,118	6,552	13,566
	3,072		3,072

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			232
b			604
c			457
d			10
e			115
			192
			72
			9
			-29
			-12
			301
			416
			308
			409
			-71
			460
			1,031
			892
			1,340
			-98
			-58
			-439
			-65
			-279
			-114
			-316
			-294
			-865
			76
			227
			754
			1,032
			966
			-52
			-24
			-304
			-224
			-203
			-64
			-1,307
			18
			180
			108
			279
			7
			20
			2
			55
			1,200
			271
			888
			161
			377
			1,383
			724
			-8
			-136
			-127
			-12
			351
			1,717
			332
			111
			881
			1,434
			389
			260
			780
			796
			363
			158
			467
			280
			20
			1,158
			388
			863
			217
			-95
			-1,144
			-284
			-902
			-841
			1,817
			971
			622
			232
			77
			63
			24
			18
			95
			2,528
			1,724
			425
			150
			-12
			3,296
			952
			-4
			-4
			861
			-14
			-16
			-66
			1,106
			155
			-8
			1,262
			167
			38
			120
			45
			54
			33
			41
			38
			55
			55
			28
			28
			29
			2,328
			2,264
			797
			492
			783
			295
			74
			70
			868
			889
			-200
			88
			844
			3,109
			8,259
			2,756
			2,687
			768
			102
			312
			426
			361
			285
			317
			495
			639
			507
			233
			1,150
			683
			2,486
			461
			267
			114
			76
			6
			692
			601
			1,301
			1,205
			254
			1,180
			-34
			-114
			127
			547
			0
			83
			-204
			95
			90
			13,566
			3,072

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	93,711
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 ...................		3	2,144

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,417
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	1,417
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	1,417
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	980
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	980
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	17
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	454
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

DOUGLAS TONYIA BOLTON Telephone no. right arrow

(843) 715-0173

Located at right arrow

26 N PORT ROYAL DRIVEHILTON HEAD ISLANDSC ZIP+4 right arrow

29928

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

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
TONYIA J BOLTON	PRESIDENT 1.00	0	0	0
26 N PORT ROYAL DR HILTON HEAD ISLAND,SC29928	PRESIDENT 1.00	0	0	0
DOUGLAS R BOLTON	VICE-PRESIDENT 1.00	0	0	0
26 N PORT ROYAL DR HILTON HEAD ISLAND,SC29928	VICE-PRESIDENT 1.00	0	0	0

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...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

54,518

Average of monthly cash balances.......................

1,497,405

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,551,923

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,551,923

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

23,279

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,528,644

Minimum investment return. Enter 5% (0.05) of line 5................

76,432

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.)

Minimum investment return from Part IX, line 6..................

76,432

Tax on investment income for 2022 from Part V, line 5.......

1,417

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,417

Distributable amount before adjustments. Subtract line 2c from line 1............

75,015

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

75,015

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

75,015

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

89,100

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

89,100

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					75,015
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				12,979
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 89,100
a Applied to 2022, but not more than line 2a				12,979
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 2023 distributable amount.....					75,015
e Remaining amount distributed out of corpus		1,106
5 Excess distributions carryover applied to 2023.		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		1,106
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
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 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		1,106
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....	1,106

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

DOUGLAS TONYIA BOLTON
26 N PORT ROYAL DR
HILTON HEAD ISLAND,SC29928
(843) 715-0173

bThe form in which applications should be submitted and information and materials they should include:

UNSPECIFIED

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

TO ADVANCE CHARITABLE PURPOSES

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RED CROSS 431 18TH STREET WASHINGTON,DC20006		PC	CHARITABLE	5,000
ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LN HILTON HEAD,SC29928		PC	CHARITABLE	2,500
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA 520 EIGHTH AVENUE 7TH FLOOR NEW YORK,NY10018		PC	CHARITABLE	1,000
BLUFFTON SELF HELP PO BOX 2420 BLUFFTON,SC29910		PC	CHARITABLE	4,000
HILTON HEAD BOYS & GIRLS CLUBS 151 GUMTREE ROAD HILTON HEAD,SC29925		PC	CHARITABLE	5,153
CHARLESTON COLLEGIATE SCHOOL 2024 ACADEMY ROAD JOHNS ISLAND,SC29455		PC	CHARITABLE	5,000
CHARLESTON GAILLARD CENTER 2 GEORGE STREET STE 2200 CHARLESTON,SC29401		PC	CHARITABLE	3,500
CHARLESTON ORPHAN RELIEF 1850 TRUXTUN AVE NORTH CHARLESTON,SC29405		PC	CHARITABLE	2,500
CHARLOTTE MECKLENBURG LIBRARY 300 EAST SEVENTH ST CHARLOTTE,NC28202		PC	CHARITABLE	2,365
COSTAL DISCOVERY MUSEUM 70 HONEY HORN DRIVE HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	500
DAHLIA GROVE 4321 WOODGLEN LANE CHARLOTTE,NC28226		PC	CHARITABLE	2,500
DEEP WELL PROJECT PO BOX 5543 HILTON HEAD ISLAND,SC29938		PC	CHARITABLE	4,000
HABITAT HILTON HEAD PO BOX 2747 BLUFFTON,SC29910		PC	CHARITABLE	1,000
HERITAGE FOUNDATION 71 LIGHTHOUSE ROAD UNIT 4200 HILTON HEAD ISLAND,SC29928		PC	CHARITABLE	5,000
HILTON HEAD HUMANE SOCIETY 10 HUMANE WAY HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	2,000
HOLLINGS CANCER CENTER MUSC 18 BEE STREET MSC 450 CHARLESTON,SC29425		PC	CHARITABLE	3,000
HOPEFUL HORIZONS BLUFFTONBEAUFORT PO BOX 1775 BEAUFORT,SC29901		PC	CHARITABLE	3,000
LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON,SC29405		PC	CHARITABLE	5,000
MEMORY MATTERS PO BOX 22330 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	1,000
NEIGHBORHOOD OUTREACH CONNECTION PO BOX 23558 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	2,000
POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON,SC29910		PC	CHARITABLE	1,000
PORT ROYAL CHARITABLE FOUNDATION PO BOX 23019 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	3,000
RONALD MCDONALD HOUSE 4710 WATERS AVENUE SAVANNAH,GA31404		PC	CHARITABLE	1,500
SAMARITANS PURSE PO BOX 3000 BOONE,NC28607		PC	CHARITABLE	3,000
SCHIELE MUSEUM GASTONIA 1500 E GARRISON BLVD GASTONIA,NC28054		PC	CHARITABLE	181
SECOND HELPINGS 4 NORTHRIDGE DRIVE HILTON HEAD ISLAND,SC29928		PC	CHARITABLE	2,000
ST JUDE'S CHILDREN'S CANCER 262 DANNY THOMAS PLACE MEMPHIS,TN38105		PC	CHARITABLE	3,000
THE SALVATION ARMY 1424 NORTHEAST EXPRESSWAY NE ATLANTA,GA30329		PC	CHARITABLE	1,000
TUNNEL FOR TOWERS 2361 HYLAN BLVD STATEN ISLAND,NY10306		PC	CHARITABLE	5,000
VOLUNTEERS IN MEDICINE 15 NORTHRIDGE DRIVE HILTON HEAD ISLAND,SC29926		PC	CHARITABLE	4,000
WOMEN IN PHILANTHROPY HHI PO BOX 23019 HILTON HEAD ISLAND,SC29925		PC	CHARITABLE	1,000
WOODLAWN SCHOOL 135 WOODLAWN SCHOOL LOOP MOORESVILLE,NC28115		PC	CHARITABLE	3,401
HOSPICE OF THE LOWCOUNTRY PO BOX 3827 BLUFFTON,SC29910		PC	CHARITABLE	1,000
Total ................................. 3a				89,100

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	689
4 Dividends and interest from securities ....			14	15,285
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	93,711
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) ..		0		109,685	0

13Total. Add line 12, columns (b), (d), and (e)..................

109,685

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE DOUGLAS & TONYIA BOLTON

FAMILY FOUNDATION

EIN:

20-8030196

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VARIOUS MUTUAL FUNDS - DETAIL AVAILABLE UPON REQ	463,381	906,085
VARIOUS EQUITIES - DETAIL AVAILABLE UPON REQ	500,474	705,894

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

THE DOUGLAS & TONYIA BOLTON

FAMILY FOUNDATION

EIN:

20-8030196

Description	Amount
ADJUST FOR MISTAKE CHARGE	22
PRIOR PERIOD ADJUSTMENT - CHECK CASHED AFTER FYE	1,000

- TIN:

TY 2023 OtherExpensesSchedule

Name:

THE DOUGLAS & TONYIA BOLTON

FAMILY FOUNDATION

EIN:

20-8030196

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MNG FEES & ADR FEES	7,722	7,722	0	0

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

THE DOUGLAS & TONYIA BOLTON

FAMILY FOUNDATION

EIN:

20-8030196

Description	Amount
PAYMENT IN LIEU OF DIVIDENDS	20

- TIN:

TY 2023 TaxesSchedule

Name:

THE DOUGLAS & TONYIA BOLTON

FAMILY FOUNDATION

EIN:

20-8030196

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	54	54	0	0