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
DAVIS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 428
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWOOD, SC29648
A Employer identification number

58-2432024
B Telephone number (see instructions)

(864) 229-5211
C 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$26,357,733J 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) 17,757,876
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 437,736 437,736  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 335,700
b Gross sales price for all assets on line 6a 6,766,905
7 Capital gain net income (from Part IV, line 2)... 335,700
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........ 18,531,312 773,436  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,438 0   9,438
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,413 69,413   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,832 1,665   68
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
136 71   65
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,819 71,149   9,571
25 Contributions, gifts, grants paid....... 275,002 275,002
26 Total expenses and disbursements. Add lines 24 and 25 355,821 71,149   284,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,175,491
b Net investment income (if negative, enter -0-) 702,287
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............. 29,956 229,499 229,499
2 Savings and temporary cash investments......... 34,166 978,380 978,380
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow3,924,000
Less: allowance for doubtful accounts right arrow0 0 3,924,000 3,924,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 147,792 Click to see attachment
List of Attached Documents:
// Content
977,650 		990,430
b Investments—corporate stock (attach schedule)....... 2,453,303 Click to see attachment
List of Attached Documents:
// Content
9,387,405 		14,701,542
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow130,500
Less: accumulated depreciation (attach schedule) right arrow     130,500 130,500
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,038,179 Click to see attachment
List of Attached Documents:
// Content
4,996,182 		5,403,382
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,703,396 20,623,616 26,357,733
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,703,396 20,623,616
29 Total net assets or fund balances (see instructions)..... 4,703,396 20,623,616
30 Total liabilities and net assets/fund balances (see instructions). 4,703,396 20,623,616
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,703,396
2
Enter amount from Part I, line 27a .....................
2
18,175,491
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,878,887
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,255,271
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,623,616
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,766,905   6,431,205 335,700
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       335,700
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 335,700
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 9,762
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 9,762
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 9,762
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,333
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,533
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1
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 4,770
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,770 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowSC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowMARCIE TURNER Telephone no.right arrow (864) 229-5211

Located atright arrowPO BOX 428GREENWOODSC ZIP+4right arrow29648
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? .................
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)
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
 
 
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
STEPHEN L DAVIS CHAIR & TREASURER
0.10 		0 0 0
PO BOX 428
GREENWOOD,SC29648
CHERI TAPAGER VICE CHAIR
0.10 		0 0 0
PO BOX 428
GREENWOOD,SC29648
HUNTER M DAVIS SECRETARY
0.10 		0 0 0
PO BOX 428
GREENWOOD,SC29648
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
15,762,277
b
Average of monthly cash balances.......................
1b
640,140
c
Fair market value of all other assets (see instructions)................
1c
4,863,470
d
Total (add lines 1a, b, and c).........................
1d
21,265,887
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,265,887
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
318,988
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,946,899
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,047,345
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,047,345
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,762
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,762
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,037,583
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,037,583
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,037,583
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
284,573
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
284,573
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 1,037,583
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 273,002
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: right arrow$ 284,573
a Applied to 2022, but not more than line 2a 273,002
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..... 11,571
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		1,026,012
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 ...... 		0
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:
HILLARY CRAIGO
PO BOX 428
GREENWOOD,SC29648
(864) 229-5211
bThe form in which applications should be submitted and information and materials they should include:
REQUESTS FOR CONTRIBUTIONS ARE NOT SOLICITED. THEREFORE, THERE ARE NOT ANY FORMS AVAILABLE OR DEADLINES.
cAny submission deadlines:
SAME AS ABOVE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL606017633 		N/A PC GENERAL SUPPORT 500

AMERICAN CANCER SOCIETY

200 CENTER POINT CIR 100
COLUMBIA,SC29210 		N/A PC GENERAL SUPPORT 3,000

AMERICAN HEART ASSOCIATION

156 MILESTONE WAY A
GREENVILLE,SC29615 		N/A PC GENERAL SUPPORT 2,500

ARTISPHERE (GREENVILLE ARTS FESTIVAL)

101B AUGUSTA ROAD
GREENVILLE,SC29601 		N/A PC GENERAL SUPPORT 5,000

ASCE FOUNDATION

1801 ALEXANDER BELL DRIVE
RESTON,VA20191 		N/A PC GENERAL SUPPORT 1,000

BEAUFORT COUNTY OPEN LAND TRUST

124 LADYS ISLAND DRIVE
BEAUFORT,SC29907 		N/A PC GENERAL SUPPORT 1,500

BEAUFORT MEMORIAL HOSPITAL FOUNDATION

PO BOX 2233
BEAUFORT,SC29901 		N/A PC GENERAL SUPPORT 1,500

BEYOND ABUSE

115 E ALEXANDER AVENUE
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 1,000

BOYS & GIRLS CLUB OF THE LAKELANDS

927 E CAMBRIDGE AVENUE
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 2,658

BOYS & GIRLS CLUB OF THE PEE DEE

310 W ROUGHFORK STREET
FLORENCE,SC29506 		N/A PC GENERAL SUPPORT 1,500

CENTRAL CAROLINA COMMUNITY FOUNDATION

2142 BOYCE STREET 402
COLUMBIA,SC29202 		N/A PC GENERAL SUPPORT 2,000

CHARLESTON JUNIOR GOLF FOUNDATION

321 WINGO WAY STE 201
MOUNT PLEASANT,SC29464 		N/A PC GENERAL SUPPORT 500

CHILD ABUSE PREVENTION ASSOCIATION

503 E 23RD STREET
INDEPENDENCE,MO640551502 		N/A PC GENERAL SUPPORT 3,000

CITY OF GREENWOOD

520 MONUMENT ST
GREENWOOD,SC29646 		N/A GOV GENERAL SUPPORT 1,500

CLEMSON UNIVERSITY FOUNDATION

155 OLD GREENVILLE HWY UNIT 105
CLEMSON,SC29631 		N/A PC GENERAL SUPPORT 52,500

COASTAL CONSERVATION LEAGUE

131 SPRING STREET
CHARLESTON,SC29403 		N/A PC GENERAL SUPPORT 1,000

CONNIE MAXWELL CHILDRENS HOME

810 MAXWELL AVENUE
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 1,500

CORNERSTONE

PO BOX 50209
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 500

DARKNESS TO LIGHT

4900 OHEAR AVENUE STE 205
NORTH CHARLESTON,SC29405 		N/A PC GENERAL SUPPORT 2,000

DUTCH FORK HIGH SCHOOL TOUCH DOWN CLUB INC

PO BOX 523
BALLENTINE,SC29002 		N/A PC GENERAL SUPPORT 500

EAST COOPER MEALS ON WHEELS INC

PO BOX 583
MT PLEASANT,SC29465 		N/A PC GENERAL SUPPORT 2,000

EPWORTH CHILDREN'S HOME

2900 MILLWOOD AVENUE
COLUMBIA,SC29205 		N/A PC GENERAL SUPPORT 1,000

FAITH HOME

144 FAITH HOME ROAD
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 2,000

FLORENCE AREA HUMANE SOCIETY

PO BOX 4808
FLORENCE,SC29502 		N/A PC GENERAL SUPPORT 500

FOOD BANK OF GREENWOOD COUNTY

PO BOX 604
GREENWOOD,SC29648 		N/A PC GENERAL SUPPORT 2,000

FRIENDS OF FISHER HOUSE CHARLESTON

7 KING STREET
CHARLESTON,SC29401 		N/A PC GENERAL SUPPORT 2,500

GOAT - GREAT OUTDOOR ADVENTURE TRIPS

120 SHAW STREET
GREENVILLE,SC29609 		N/A PC GENERAL SUPPORT 3,500

GREENWOOD COMMUNITY THEATRE - GCT

110 MAIN STREET N
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 2,500

GREENWOOD FIRST ARP CHURCH

1635 COKESBURY ROAD
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 20,000

GREENWOOD GENETIC CENTER FOUNDATION

101 GREGOR MENDEL CIRCLE
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 1,000

GREENWOOD MIRACLE LEAGUE

2605 HIGHWAY 72/221 EAST
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 500

GREENWOOD PATHWAY HOUSE

208 PANOLA AVENUE
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 3,000

GREENWOOD PERFORMING ARTS

PO BOX 50011
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 5,000

GREENWOOD PROMISE

PO BOX 49458
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 1,000

HABITAT FOR HUMANITY OF GREENVILLE COUNTY SC INC

50 GRAND AVENUE
GREENVILLE,SC29607 		N/A PC GENERAL SUPPORT 5,000

HARVEST HOPE FOOD BANK

2220 SHOP ROAD
COLUMBIA,SC29201 		N/A PC GENERAL SUPPORT 1,000

HEALTHY LEARNERS

2749 LAUREL STREET
COLUMBIA,SC29204 		N/A PC GENERAL SUPPORT 700

HISTORIC COLUMBIA FOUNDATION

1601 RICHLAND STREET
COLUMBIA,SC29201 		N/A PC GENERAL SUPPORT 1,000

HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC

302 BURROUGHS AVE
BEAUFORT,SC29902 		N/A PC GENERAL SUPPORT 1,000

HOPEFUL HORIZONS

PO BOX 1775
BEAUFORT,SC299011775 		N/A PC GENERAL SUPPORT 2,500

HOSPICE AND PALLIATIVE CARE OF THE PIEDMONT

408 W ALEXANDER AVENUE
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 5,000

HOSPICE HOUSE OF GREENVILLE

1836 WEST GEORGIA ROAD
SIMPSONVILLE,SC29681 		N/A PC GENERAL SUPPORT 3,500

HUMANE SOCIETY OF GREENWOOD

2820 AIRPORT ROAD
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 1,000

IDEFINE INC

9258 PEACHTREE ST NE STE 2173
ATLANTA,GA30309 		N/A PC GENERAL SUPPORT 2,500

IDLEHURST FOUNDATION

4279 HIGHWAY 101
WOODRUFF,SC29388 		N/A PC GENERAL SUPPORT 500

JULIE VALENTINE CENTER

2905 WHITE HORSE ROAD
GREENVILLE,SC29611 		N/A PC GENERAL SUPPORT 250

LAKELANDS FCA

PO BOX 50707
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 500

LAKELANDS REGION YOUNG MENS CHRISTIAN ASSOCIATION

410 ANDERSON DR
LAURENS,SC293601755 		N/A PC GENERAL SUPPORT 1,000

LANDER FOUNDATION

CO LANDER UNIV 320 STANLEY AVENUE
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 1,000

LEAD UPSTATE INC

100 WEST STONE AVE
GREENVILLE,SC29609 		N/A PC GENERAL SUPPORT 2,500

LOW COUNTRY OPEN LAND TRUST

635 RUTLEDGE AVENUE 107
CHARLESTON,SC29403 		N/A PC GENERAL SUPPORT 1,000

LOWCOUNTRY FOOD BANK

2864 AZALEA DRIVE
NORTH CHARLESTON,SC29405 		N/A PC GENERAL SUPPORT 5,000

MAKE A WISH FOUNDATION

225 SOUTH PLEASANTBURG DRIVE C17
GREENVILLE,SC29607 		N/A PC GENERAL SUPPORT 1,000

MEALS ON WHEELS - GREENVILLE

15 OREGON STREET
GREENVILLE,SC29605 		N/A PC GENERAL SUPPORT 3,500

MEALS ON WHEELS - PIEDMONT AGENCY ON AGING

808 SOUTH EMERALD ROAD
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 2,500

MEG'S HOUSE

929 PHOENIX STREET
GREENWOOD,SC29648 		N/A PC GENERAL SUPPORT 2,500

MISSION LEXINGTON

216 HARMON STREET
LEXINGTON,SC29072 		N/A PC GENERAL SUPPORT 500

MOBILE MEALS OF SPARTANBURG COUNTY INC

PO BOX 461
SPARTANBURG,SC293040461 		N/A PC GENERAL SUPPORT 5,000

MY PREEMIE AND YOURS

210 TURTLE POINT RD
SUMMERVILLE,SC29483 		N/A PC GENERAL SUPPORT 500

MY SISTER'S HOUSE INC

PO BOX 71171
NORTH CHARLESTON,SC29415 		N/A PC GENERAL SUPPORT 2,000

NORTH EASTERN STRATEGIC ALLIANCE

PO BOX 100547
FLORENCE,SC29502 		N/A PC GENERAL SUPPORT 1,500

NORTHWEST VOLUNTEER FIRE DEPARTMENT

201 OAKWOOD DRIVE
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 2,000

ONE 80 PLACE

3710 LANDMARK DRIVE
COLUMBIA,SC29204 		N/A PC GENERAL SUPPORT 2,500

PIEDMONT TECHNICAL COLLEGE FOUNDATION

620 N EMERALD ROAD
GREENWOOD,SC29648 		N/A PC GENERAL SUPPORT 1,000

PRISMA HEALTH - UPSTATE

300 EAST MCBEE AVENUE NO 302
GREENVILLE,SC29601 		N/A PC GENERAL SUPPORT 3,000

ROTARY CHARITIES INC

728 N PLEASANTBURG DRIVE
GREENVILLE,SC29607 		N/A PC GENERAL SUPPORT 1,000

SC DEPARTMENT OF NATURAL RESOURCES

1000 ASSEMBLY ST
COLUMBIA,SC29201 		N/A GOV S.C. GOVERNOR'S CUP FISHING TOURNAMENT 10,000

SAR - SONS OF THE AMERICAN REVOLUTION

809 WEST MAIN STREET
LOUISVILLE,KY40202 		N/A PC GENERAL SUPPORT 1,500

SC FESTIVAL OF FLOWERS

110 PHOENIX STREET
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 2,494

SC WILDLIFE PARTNERS

125 REGIONAL PARKWAY STE 200
ORANGEBURG,SC29118 		N/A PC GENERAL SUPPORT 15,500

SELF REGIONAL MID-WINTER BALL

1325 SPRING STREET
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 7,500

SERVICE DOGS FOR VETERANS

109 WOODRUFF INDUSTRIAL LANE
GREENVILLE,SC29607 		N/A PC GENERAL SUPPORT 250

SHRINER'S HOSPITAL

950 WEST FARIS ROAD
GREENVILLE,SC29605 		N/A PC GENERAL SUPPORT 1,000

SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION

1692 SKYLYN DRIVE
SPARTANBURG,SC29307 		N/A PC GENERAL SUPPORT 1,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL INC

262 DANNY THOMAS PLACE
MEMPHIS,TN381053678 		N/A PC GENERAL SUPPORT 500

TAU BETA PI

PO BOX 2697
KNOXVILLE,TN37901 		N/A PC GENERAL SUPPORT 1,000

THE AMERICAN BATTLEFIELD TRUST

1140 PROFESSIONAL COURT
HAGERSTOWN,MD21740 		N/A PC GENERAL SUPPORT 10,000

THE ARTS CENTER

120 MAIN STREET
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 2,000

THE CARE HOUSE OF THE PEE DEE

360 N IRBY STREET
FLORENCE,SC29501 		N/A PC GENERAL SUPPORT 1,500

THE KIM S MILLER FAMILY ENTERPRISE INSTITUTE OF SOUTH CAROLINA AT ANDERSON

316 BOULEVARD
ANDERSON,SC29621 		N/A PC GENERAL SUPPORT 1,500

THE MUSEUM GREENWOOD SC

106 MAIN STREET
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 3,000

THE PARISH CHURCH OF ST HELENA

505 CHURCH STREET
BEAUFORT,SC29902 		N/A PC GENERAL SUPPORT 5,000

THE POST & COURIER GOOD CHEER FUND

134 COLUMBUS STREET
CHARLESTON,SC29403 		N/A PC GENERAL SUPPORT 2,500

THE SALVATION ARMY OF GREENWOOD COUNTY

PO BOX 1453
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 500

THE SOUTH CAROLINA HISTORICAL SOCIETY

100 MEETING STREET
CHARLESTON,SC29401 		N/A PC GENERAL SUPPORT 1,000

THE SOUTH CAROLINA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

305 AIRPORT ROAD
GREENVILLE,SC29607 		N/A PC GENERAL SUPPORT 500

TRIDENT UNITED WAY

6296 RIVERS AVENUE 200
NORTH CHARLESTON,SC29406 		N/A PC GENERAL SUPPORT 1,000

UNITED WAY

929 PHOENIX STREET
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 3,500

UPPER SAVANNAH LAND TRUST

430 HELIX ROAD
GREENWOOD,SC29646 		N/A PC GENERAL SUPPORT 1,000

USC THETA TAU ZETA DELTA

USC 300 MAIN ST
COLUMBIA,SC29201 		N/A PC GENERAL SUPPORT 150

VILLAGE GROUP

7 PLANTERSVILLE RD
GEORGETOWN,SC294407881 		N/A PC GENERAL SUPPORT 1,500

WATER MISSION INTERNATIONAL

1150 MOLLY GREENE WAY BLDG 1605
NORTH CHARLESTON,SC29405 		N/A PC GENERAL SUPPORT 3,000

YOUNGLIFE GREENWOOD

1816 COKESBURY ROAD
GREENWOOD,SC29649 		N/A PC GENERAL SUPPORT 1,000
Total .................................right arrow 3a 275,002
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 437,736  
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 ............ 		    18 335,700  
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) .. 0 773,436 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
773,436
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
DAVIS FAMILY FOUNDATION INC
 
Employer identification number

58-2432024
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DAVIS FAMILY FOUNDATION INC
  		Employer identification number
58-2432024
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ESTATE OF EMMETT I DAVIS JR
 
PO BOX 428
 
GREENWOOD, SC29648

$ 17,757,876


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DAVIS FAMILY FOUNDATION INC
  		Employer identification number

58-2432024
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES, NOTES RECEIVABLE, LAND $ 16,761,117 2023-03-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DAVIS FAMILY FOUNDATION INC
  		Employer identification number

58-2432024
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX COMPLIANCE SERVICES 9,438 0   9,438

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Statement:
THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUIRES A COPY TO BE FILED BUT RESERVES THE RIGHT TO REQUEST THE FILING. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUESTS AS APPLICABLE.

TY 2023 InvestmentsCorpStockSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 128,814 172,644
ADOBE INC 92,103 190,315
ADVANCED MICRO DEVIC 306,992 471,712
ALPHABET INC 262,207 536,943
AMAZON.COM INC 198,308 303,880
APPLE INC 172,746 481,325
BANK OF AMERICA CORP 243,490 303,030
BOEING CO 86,967 101,918
BROADCOM INC 47,248 209,855
CITIZENS FINL GROUP INC 217,932 222,038
CRH PUBLIC LIMITED CO 146,456 172,001
CROCS INC 169,432 214,843
DECKERS OUTDOOR CORP 95,405 375,658
DIAMONDBACK ENERGY 136,655 248,128
DOW INC 97,786 128,874
ELEVANCE HEALTH INC 122,912 192,868
EOG RESOURCES INC 125,072 133,045
EXPEDIA GROUP INC. 153,365 208,408
EXXON MOBIL CORP 99,147 150,870
FEDEX CORP 220,258 379,455
FIFTH THIRD BANCORP 176,619 222,461
GE HEALTHCARE TECHNOLOGI 199,944 209,615
GENERAC HOLDINGS INC 78,378 93,957
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 278,875 346,393
GXO LOGISTICS INC 81,010 84,645
HCA HEALTHCARE INC 113,113 230,078
HONEYWELL INTL INC 121,795 131,698
HUMANA INC 179,170 168,932
INGERSOLL RAND INC 112,668 154,680
JOHNSON & JOHNSON 151,482 166,928
LAB CO OF AMER HLDG 46,211 85,916
LOCKHEED MARTIN CORP 118,980 166,339
LOWES COS INC 139,037 240,799
LULULEMON ATHLETICA 74,931 125,777
MEDTRONIC PLC 215,697 217,977
MERCK & CO INC 115,690 171,707
META PLATFORMS INC 192,043 353,960
MICROSOFT CORP 122,038 526,456
MONSTER BEVERAGE CORPORA 75,250 79,617
MORGAN STANLEY 134,192 237,788
NETFLIX INC 80,294 189,396
NEXTERA ENERGY INC 110,807 120,083
NORTHROP GRUMMAN CO 113,633 119,844
NOVO-NORDISK AS VORMAL 40,225 206,900
NVIDIA CORP 35,065 445,698
ON HOLDING AG 85,764 76,595
ONEMAIN HOLDINGS INCORPO 149,454 168,412
PALO ALTO NETWORKS 63,824 345,010
PEPSICO INC 134,536 186,824
PROCTER & GAMBLE 110,853 132,179
REGENERON PHARMS INC 53,464 100,125
SALESFORCE INC 170,791 210,512
SCHWAB TREASURY OBLIGATION MO 200,751 200,751
SHELL PLC 149,100 166,408
SNOWFLAKE INC 38,844 50,745
SYNOVUS FINL CO 147,932 239,078
TARGET CORP 299,687 226,733
TE CONNECTIVITY LTD 73,584 88,375
TRACTOR SUPPLY COMP 116,083 170,304
TRUIST FINL CORP 117,466 136,899
UBER TECHNOLOGIES INC 163,903 320,533
ULTA BEAUTY INC 212,672 240,095
UNITEDHEALTH GRP INC 177,964 368,529
VERTEX PHARMACEUTICA 103,198 182,287
VISA INC 183,568 275,971
WALT DISNEY CO 145,556 126,045
WELLS FARGO & CO 136,015 212,040
WILLIAMS COMPANIES 121,954 181,638

TY 2023 InvestmentsGovtObligationsSch
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
US Government Securities - End of Year Book Value:

977,650
US Government Securities - End of Year Fair Market Value:

990,430
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CLIFFS INVESTMENT GROUP AT COST 675,418 675,418
DFF, LLC AT COST 133,552 133,552
ISHARES CORE S&P 500 ETF AT COST 114,549 119,408
ISHARES CORE S&P SMALL CAP ETF AT COST 880,039 1,136,625
ISHARES TRT IS 5-10 INV GR CR BD ETF AT COST 751,090 780,000
JANUS HENDRSON MORTG BCKD SECURT ETF AT COST 445,486 454,806
SCHWAB FUNDAMENTAL INL LARGE COM ETF AT COST 149,282 163,287
SCHWAB INTERMEDIATE TERM US TRS ETF AT COST 402,205 397,760
VANECK OIL SERVICES ETF AT COST 84,056 136,189
VANGUARD EXTENDED MARKET AT COST 342,413 400,527
VANGUARD STC ETF DV AT COST 1,018,092 1,005,810

TY 2023 OtherDecreasesSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Description Amount
APPRECIATED VALUE OF DONATED STOCK 2,255,271


TY 2023 OtherExpensesSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 65 0   65
PASSTHROUGH DEDUCTIONS 71 71   0


TY 2023 OtherProfessionalFeesSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 69,413 69,413   0
TARGET MARKETING 0 0   0


TY 2023 TaxesSchedule
Name:
DAVIS FAMILY FOUNDATION INC
EIN:
58-2432024
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 99 0   0
FOREIGN TAX 1,665 1,665   0
PROPERTY TAX 68 0   68