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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE HARVEST FOUNDATION OF THE PIEDMONT
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 5183
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARTINSVILLE, VA24115
A Employer identification number

31-1496872
B Telephone number (see instructions)

(276) 632-3329
C 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$267,154,401J 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) 51,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,069,645 5,069,645  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,975,085
b Gross sales price for all assets on line 6a 55,370,157
7 Capital gain net income (from Part IV, line 2)... 20,975,085
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-196,301 -196,912  
12 Total. Add lines 1 through 11........ 25,899,429 25,847,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 290,686 29,069   261,617
14 Other employee salaries and wages...... 717,930 36,677   681,253
15 Pension plans, employee benefits....... 270,428 16,254   256,480
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,625 1,313   525
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,209,664 2,015,184   193,801
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
178,443 173,823   4,595
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
126,697    
20 Occupancy.............. 44,318 3,886   40,433
21 Travel, conferences, and meetings....... 55,195 2,036   53,140
22 Printing and publications.......... 3,314 331   2,983
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
241,737 13,722   219,960
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,141,037 2,292,295   1,714,787
25 Contributions, gifts, grants paid....... 11,039,530 13,708,365
26 Total expenses and disbursements. Add lines 24 and 25 15,180,567 2,292,295   15,423,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,718,862
b Net investment income (if negative, enter -0-) 23,555,523
c Adjusted net income (if negative, enter -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 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............. 1,588,151 461,758 461,758
2 Savings and temporary cash investments......... 5,520,524 1,079,907 1,079,907
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................. 430,605 331,457 331,457
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.......... 137,142 9,356 9,356
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,283,207 Click to see attachment
List of Attached Documents:
// Content
8,067,215 		8,067,215
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).......... 230,996,086 Click to see attachment
List of Attached Documents:
// Content
255,985,827 		255,985,827
14 Land, buildings, and equipment: basis right arrow1,507,023
Less: accumulated depreciation (attach schedule) right arrow746,323 877,760 Click to see attachment
List of Attached Documents:
// Content
760,700 		760,700
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
529,370 		Click to see attachment
List of Attached Documents:
// Content
458,181 		Click to see attachment
List of Attached Documents:
// Content
458,181
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 245,362,845 267,154,401 267,154,401
Liabilities 17 Accounts payable and accrued expenses.......... 95,981 306,189
18 Grants payable................. 23,561,174 21,077,439
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
1,190,907 		Click to see attachment
List of Attached Documents:
// Content
1,348,004
23 Total liabilities (add lines 17 through 22)......... 24,848,062 22,731,632
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........... 220,084,178 244,091,312
25 Net assets with donor restrictions............ 430,605 331,457
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)..... 220,514,783 244,422,769
30 Total liabilities and net assets/fund balances (see instructions). 245,362,845 267,154,401
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
220,514,783
2
Enter amount from Part I, line 27a .....................
2
10,718,862
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,714,463
4
Add lines 1, 2, and 3 ..........................
4
244,948,108
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
525,339
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
244,422,769
Form 990-PF (2023)
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 1 ST CAPITAL GAIN FROM K-1 P 2023-01-01 2023-12-31
b 1 LT CAPITAL GAIN FROM K-1 P 2010-01-01 2023-12-31
c 1 CAPITAL GAIN DISTRIBUTIONS P 2010-01-01 2023-12-31
d 1 VARIOUS INVESTMENTS P 2010-01-01 2023-12-31
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 13,578,088     13,578,088
b 2,989,929     2,989,929
c 89,621     89,621
d 38,712,519   34,395,072 4,317,447
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       13,578,088
b       2,989,929
c       89,621
d       4,317,447
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,975,085
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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) 1 327,422
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  
3 Add lines 1 and 2........................... 3 327,422
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 327,422
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 359,219
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 359,219
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7,356
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 24,441
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow24,441 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowVA
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 2023 or the taxable year beginning in 2023? 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
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.THEHARVESTFOUNDATION.ORG
14
The books are in care ofright arrowKATHRYN KELLER Telephone no.right arrow (276) 632-3329

Located atright arrow134 EAST CHURCH STREETMARTINSVILLEVA ZIP+4right arrow24112
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 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? .................
16Yes  
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 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.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
KELVIN G PERRY Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
CHARLES R WHITFIELD Secretary
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
JOHN PATRICK FAVERO DO Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
WILLIAM L KIRBY IV Chairman
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
MONICA T MONDAY ESQ Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
JUDY H HODGE Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
LITZ H VAN DYKE Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
VALENICA EGGLESTON-CLARK MD Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
KATHRYN KELLER President
40.00 		290,686 19,066  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
SHARON ORTIZ-GARCIA Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
JOHN E BASSETT III Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
LEELAND V PRILLAMAN Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
ANNE J SMITH Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
TRAVIS HODGE Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
DANNY WULFF Treasurer
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
JOHN KORFF Director
2.00 		0    
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
LATALA HODGES DIRECTOR OF COMM.
40.00 		80,280 19,051  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
GEORGIA COMPTON CONTROLLER
40.00 		110,300 22,355  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
FRANKLIN HOUSE JR SR PROG OFFCR
40.00 		133,188 27,233  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
KIMBERLY HARRIS EXEC. ASSIST.
40.00 		71,737 18,630  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
SHERYL AGEE IMPACT OFFCR
40.00 		119,700 25,391  
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
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
CREWCIAL PARTNERS INVESTMENT CONSULTIN 184,623
810 SEVENTH AVE 32 FL
NEW YORK,NY10019
MILL CREEK CREATIVE LLC GRANT WRITING 69,677
1646 WOODS GAP ROAD SE
FLOYD,VA24091
ANTHEM BLUE CROSS BLUE SHIELD HEALTH INSURANCE 125,244
PO BOX 11792
NEWARK,NJ07101
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)
Form 990-PF (2023)
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
250,500,931
b
Average of monthly cash balances.......................
1b
3,248,597
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
253,749,528
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
253,749,528
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,806,243
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
249,943,285
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,497,164
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
12,497,164
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
327,422
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
327,422
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,169,742
4
Recoveries of amounts treated as qualifying distributions................
4
185,014
5
Add lines 3 and 4............................
5
12,354,756
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
12,354,756
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
15,423,152
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
9,637
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
15,432,789
Form 990-PF (2023)
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 12,354,756
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 9,159,184
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,432,789
a Applied to 2022, but not more than line 2a 9,159,184
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 6,273,605
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,081,151
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
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....  
Form 990-PF (2023)
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 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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:
HARVEST FOUNDATION OF THE PIEDMONT
134 EAST CHURCH STREET
MARTINSVILLE,VA24112
(276) 632-3329
INFO@THEHARVESTFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS SHOULD FIRST FILL OUT A NEEDS STATEMENT DETAILING THE IDENTIFIED COMMUNITY NEED THE PROJECT WILL ADDRESS. THIS CAN BE SUBMITTED ON-LINE AT WWW.THEHARVESTFOUNDATION.ORG.IF THE NEEDS STATEMENT SHOWS ALIGNMENT WITH HARVEST FOUNDATION GOALS AND STRATEGIES, AND MAKES A COMPELLING CASE FOR LOCAL NEED AND OUTCOMES, THE APPLICANT WILL BE INVITED TO COMPLETE A FULL PROJECT PROPOSAL. THE FULL PROPOSAL APPLICATION WILL DETAIL:THE PROPOSED PROJECTEVALUATION PLANPARTNERSHIPS AND COLLABORATIONFINANCIALSORGANIZATIONAL INFRASTRUCTURE AND CAPACITY.IT MAKES THE CASE OF WHY IT IS THE BEST PLAN TO ADDRESS THE NEED, AND WHY THE ORGANIZATION HAS THE ABILITY AND CAPACITY TO EXECUTE THE PLAN.
cAny submission deadlines:
PLEASE SEE HARVEST FOUNDATION WEBSITE FOR DETAILS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATION MUST BE A 501(C)(3) CHARITABLE ORGANIZATION OR A POLITICAL SUBDIVISION ELIGIBLE FOR A CHARITABLE CONTRIBUTION UNDER THE INTERNAL REVENUE CODE. ORGANIZATION'S PROGRAM WILL DIRECTLY SERVE THE COMMUNITY OF MARTINSVILLE AND/OR HENRY COUNTY, VIRGINIA. ORGANIZATION'S PROGRAM WILL DIRECTLY ALIGN WITH HARVEST FOUNDATION'S ECONOMIC DEVELOPMENT STATEGIC FOCUS AROUND WORKFORCE, INVESTMENT OR ADVOCACY. THE HARVEST FOUNDATION DOES NOT FUND:INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, OR SEXUAL ORIENTATION;DIRECT GRANTS TO INDIVIDUALS INCLUDING SCHOLARSHIPS AND FELLOWSHIPS;PROGRAMS OUTSIDE THE GEOGRAPHIC BOUNDARIES OF HENRY COUNTY;DEBT REDUCTION;SECTARIAN RELIGIOUS ACTIVITIES OR DIRECT POLITICAL LOBBYING;FOR PROFIT ORGANIZATIONS;MEDICAL RESEARCH;DIRECT REPLACEMENT OF DISCONTINUED GOVERNMENT SUPPORT;EMERGENCY FUNDING OR EXTREMELY TIME SENSITIVE REQUESTS;GRANTS THAT, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, ARE THE RESPONSIBILITY OF THE GOVERNMENT;ENDOWMENT FUNDS;
Form 990-PF (2023)
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)
aPaid during the year
SEE STATEMENT 16 ATTACHED


VARIOUS
VARIOUS,VA24114 		NONE PC SEE SCHEDULE ATTACHED 13,708,365
Total .................................right arrow 3a 13,708,365
bApproved for future payment
SEE STATEMENT 16 ATTACHED

VARIOUS
VARIOUS,VA24114 		NONE PC SEE SCHEDULE ATTACHED 6,728,518
Total ................................. right arrow 3b 6,728,518
Form 990-PF (2023)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 5,069,645  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 20,975,085  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY K-1 INCOME(LOSS) 		    14 -196,912  
bTAX EXEMPT K-1 INCOME     14 611  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   25,848,429  
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,848,429
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND BOOKKEEPING 2,625 1,313 0 525

TY 2023 ContractorCompensationExpln
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Contractor Explanation
ANTHEM BLUE CROSS BLUE SHIELD Health Insurance Premiums
CREWCIAL PARTNERS INVESTMENT CONSULTING
MILL CREEK CREATIVE LLC GRANT WRITING

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

TY 2023 DepreciationSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
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
MONUMENT SIGN 2019-09-24 48,600 11,342 SL 6.67 % 3,242      
2 HARVEST LOGOS ON TURF FIELDS 2020-02-25 15,750 2,626 SL 6.67 % 1,051      
LEASEHOLD IMPROVEMENTS 2018-07-06 936,617 281,016 SL 6.67 % 62,472      
LEASEHOLD IMPORVEMENTS 2019-01-01 43,585 12,452 SL 7.14 % 3,112      
BLAIR CONSTRUCTION 2019-09-24 12,269 2,863 SL 6.67 % 818      
8 CHANNEL VIDEO RECORDER,6 CAMERAS 2018-07-06 3,640 2,340 SL 14.28 % 520      
GEORGIA'S OFFICE 2018-07-06 8,881 5,709 SL 14.28 % 1,268      
INDIA'S OFFICE 2018-07-06 11,973 7,697 SL 14.28 % 1,710      
LATALA'S OFFICE 2018-07-06 10,597 6,812 SL 14.28 % 1,513      
SHERYL'S OFFICE 2018-07-06 7,440 4,783 SL 14.28 % 1,062      
KIM'S OFFICE 2018-07-06 10,305 6,625 SL 14.28 % 1,472      
ALLYSON'S OFFICE 2018-07-06 11,422 7,343 SL 14.28 % 1,631      
DEWITT'S OFFICE 2018-07-06 10,319 6,635 SL 14.28 % 1,474      
YOUTH OFFICE 2018-07-06 6,924 4,451 SL 14.28 % 989      
ELLSWORTH VESTUBLE 2018-07-06 3,986 2,563 SL 14.28 % 569      
COPY ROOM 2018-07-06 1,082 696 SL 14.28 % 155      
STORAGE ROOM 2018-07-06 5,738 3,689 SL 14.28 % 819      
BREAK ROOM 2018-07-06 4,623 2,972 SL 14.28 % 660      
COLLABORATION 1 2018-07-06 8,181 5,260 SL 14.28 % 1,168      
COLLABORATION 2 2018-07-06 7,333 4,715 SL 14.28 % 1,047      
COLLABORATION 3 2018-07-06 5,239 3,369 SL 14.28 % 748      
CONFERENCE ROOM 2018-07-06 18,379 11,815 SL 14.28 % 2,625      
OUTDOOR FURNITURE 2018-07-06 6,157 3,958 SL 14.28 % 879      
LOBBY 2018-07-06 6,213 3,995 SL 14.28 % 887      
OUTSIDE FURNITURE 2018-07-06 2,134 1,372 SL 14.28 % 305      
COLLAB 3 FURNITURE 2018-07-06 4,890 3,144 SL 14.28 % 698      
INDIA'S OFFICE 2019-11-01 3,956 1,790 SL 14.29 % 565      
NIKON D750SX DIGITAL SSLR CAMERA 2020-03-04 1,742 705 SL 14.28 % 249      
TEMPERATURE SCANNING KIOSK 2020-06-19 2,875 1,027 SL 14.28 % 411      
CELL PHONE (KATE) 2020-06-19 1,074 333 SL 14.28 % 153      
ACCESS CONTROL KIT 2021-06-30 1,151 246 SL 14.29 % 164      
RECEPTION DESK 2021-09-01 10,494 2,000 SL 14.29 % 1,500      
DELL COMPUTERS FOR INDIA 2018-07-06 1,136 1,022 SL 10.00 % 114      
LOCKNCHARGE IQ30 CHARGING CART 2018-07-06 2,300 2,070 SL 10.00 % 230      
7 MICROSOFT SURFACE COMPUTERS 2019-12-06 11,009 6,789 SL 20.00 % 2,202      
DELL XPS LAPTOP 2020-01-07 1,450 870 SL 20.00 % 290      
MICROSOFT SURFACE BOOK 2020-06-23 1,685 842 SL 20.00 % 337      
MICROSOFT SURFACE BOOK 213 2021-05-18 1,685 534 SL 20.00 % 337      
DELL XPS LAPTOP (DEWITT) 2021-06-07 1,199 380 SL 20.00 % 240      
DELL DESKTOP (LATALA0 2021-06-07 1,341 424 SL 20.00 % 268      
SOFTWARE MODULE GRANTS SYSTEM 2021-08-10 9,818 4,636 SL 33.33 % 3,272      
40% PAYMENT FOR CABLING AND RACKS 2018-07-06 4,138 3,722 SL 10.00 % 416      
FINAL PAYMENT ON VIDEO WALL AND CON 2018-07-06 15,290 13,761 SL 10.00 % 1,529      
AUDIO VISUAL TECHNOOGY 2018-07-06 108,066 97,259 SL 10.00 % 10,807      
2 PRESENTATION SYSTEMS 2019-05-09 4,843 3,552 SL 20.00 % 969      
65" INTERACTIVE DISPLAY 2019-05-09 7,149 5,243 SL 20.00 % 1,430      
COLLABORATING 2 AUDIO + VIDEO 2021-07-26 2,452 694 SL 20.00 % 490      
PURCH + INSTALLATION OF ESI 50 TELE 2018-07-06 4,932 4,438 SL 10.00 % 494      
LEASEHOLD IMPR (MOTORIZED SHADES) 2022-05-13 6,544 218 SL 6.67 % 436      
LEASEHOLD IMPR (MOTORIZED SHADES 2) 2022-08-18 3,272 109 SL 6.67 % 218      
OFFICE FURNITURE-NEW PROGRAM OFFIC 2022-09-01 12,337 1,763 200DB 24.49 % 3,021      
CANON XA40 PROFESSIONAL CAMCORDER 2022-10-13 2,039 291 200DB 24.49 % 499      
CAMLINK 4K STREAMING SYSTEM 2022-10-13 105 15 200DB 24.49 % 26      
DJI MIC FOR STREAMING SYSTEM 2022-10-13 328 47 200DB 24.49 % 80      
DELL DESKTOP FOR KATE 2022-02-07 1,635 164 SL 20.00 % 327      
HP NETWORK SERVER 2022-05-17 3,867 387 SL 20.00 % 773      
DELL OPTIFLEX 3000 16GB DESKTOP 2022-07-07 1,109 111 SL 20.00 % 222      
CONFERENCE CENTER SIGNAGE 2023-06-13 3,400   200DB 14.29 % 486      
Dell XPS 13" 2-in-1 i5 16 GC 2023-03-01 1,259   200DB 20.00 % 252      
COMPUTER EQUIPMENT FOR JAY MITCHELL 2023-03-12 2,598   200DB 20.00 % 520      
Dell Optiplex7000 i7 512GB 2023-06-07 1,329   200DB 20.00 % 266      
HYB Laptop-Dell Latitude 3540 16 GB 2023-10-07 1,051   200DB 20.00 % 210      

TY 2023 InvestmentsCorpStockSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 8,067,215 8,067,215

TY 2023 InvestmentsOtherSchedule2
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN LIMITED PARTNERSHIP FMV 204,155,037 204,155,037
MUTUAL FUNDS FMV 51,830,790 51,830,790

TY 2023 LandEtcSchedule2
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 194,955 137,513 57,442 57,442
Improvements 1,066,637 381,975 684,662 684,662
Miscellaneous 245,431 226,835 18,596 18,596


TY 2023 OtherAssetsSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 483,247 458,181 458,181


TY 2023 OtherDecreasesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
FEDERAL EXCISE TAX - CURRENT 334,778
FEDERAL EXCISE TAX - DEFERRED 190,561


TY 2023 OtherExpensesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 1,735 116   1,619
EQUIPMENT RENTAL AND MAINTENANCE 19,031 1,903   16,999
INFORMATION TECHNOLOGY 52,089 5,209   46,426
INSURANCE 33,185 3,255   29,930
MISCELLANEOUS 104,477 117   96,274
POSTAGE AND SHIPPING 551 55   496
PUBLIC RELATIONS 21,096 2,110   18,833
SUPPLIES 9,573 957   9,383


TY 2023 OtherIncomeSchedule2
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY K-1 INCOME(LOSS) -196,912 -196,912  
TAX EXEMPT K-1 INCOME 611    


TY 2023 OtherLiabilitiesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 499,622 690,183
OPERATING LEASE LIABILITIES 691,285 657,821


TY 2023 OtherProfessionalFeesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING FEES 34,220 17,110 0 12,610
CONSULTING 46,561 3,871 0 46,190
INVESTMENT ADVISORY SERVICES 187,452 187,452 0 0
INVESTMENT MGT FEES 1,806,751 1,806,751 0 0
PROGRAM RELATED CONSULTING 134,680 0 0 135,001


TY 2023 TaxesSchedule
Name:
THE HARVEST FOUNDATION OF THE PIEDMONT
EIN:
31-1496872
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES AND LICENSES 178,443 173,823   4,595