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
HENRY & SYLVIA YASCHIK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 328
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, SC29402
A Employer identification number

58-2281499
B Telephone number (see instructions)

(843) 723-6464
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$16,952,906J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 62 62 62
4 Dividends and interest from securities... 1,470,415 1,470,415 1,470,415
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,465
b Gross sales price for all assets on line 6a 193,897
7 Capital gain net income (from Part IV, line 2)... 21,465
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
1,456 1,456 1,456
12 Total. Add lines 1 through 11........ 1,493,398 1,493,398 1,471,933
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 255,000 63,750 0 191,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,682 0 0 1,421
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,835 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,960 6,960 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,550 910 0 0
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
4,009 0 0 2,929
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 301,036 71,620 0 195,600
25 Contributions, gifts, grants paid....... 986,200 986,200
26 Total expenses and disbursements. Add lines 24 and 25 1,287,236 71,620 0 1,181,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 206,162
b Net investment income (if negative, enter -0-) 1,421,778
c Adjusted net income (if negative, enter -0-)... 1,471,933
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............. 1,799 417 417
2 Savings and temporary cash investments......... 14,453 29,538 29,538
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,756,264 Click to see attachment
List of Attached Documents:
// Content
9,756,264 		16,105,350
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).......... 587,442 Click to see attachment
List of Attached Documents:
// Content
782,373 		817,601
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) 10,359,958 10,568,592 16,952,906
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) Click to see attachment
List of Attached Documents:
// Content
600 		Click to see attachment
List of Attached Documents:
// Content
4,083
23 Total liabilities (add lines 17 through 22)......... 600 4,083
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 10,359,358 10,564,509
29 Total net assets or fund balances (see instructions)..... 10,359,358 10,564,509
30 Total liabilities and net assets/fund balances (see instructions). 10,359,958 10,568,592
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
10,359,358
2
Enter amount from Part I, line 27a .....................
2
206,162
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,565,520
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,011
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,564,509
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 RAYMOND JAMES ST      
b RAYMOND JAMES LT      
c FICO D    
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 24,902 0 27,601 -2,699
b 138,995 0 144,831 -5,836
c 30,000 0   30,000
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       -2,699
b       -5,836
c       30,000
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 21,465
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 -2,699
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 19,763
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 19,763
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 19,763
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,083
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 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
 
No
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 .
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 arrowHTTPS://HENRYANDSYLVIAYASCHIKFOUNDATION.ORG
14
The books are in care ofright arrowTHOMAS M ERVIN Telephone no.right arrow (843) 723-6464

Located atright arrowP O BOX 328CHARLESTONSC ZIP+4right arrow29402
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
HOWARD B SHERMAN CHAIRMAN
5.00 		85,000 0 0
P O BOX 328
CHARLESTON,SC29402
PAUL M LYNCH SECRETARY/TREASURER
5.00 		85,000 0 0
P O BOX 328
CHARLESTON,SC29402
THOMAS M ERVIN BOARD MEMBER
5.00 		85,000 0 0
P O BOX 328
CHARLESTON,SC29402
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
16,826,456
b
Average of monthly cash balances.......................
1b
20,587
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,847,043
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
16,847,043
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
252,706
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,594,337
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
829,717
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
829,717
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,763
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,763
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
809,954
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
809,954
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
809,954
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,181,800
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,181,800
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 7 809,954
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 92,065
c From 2020...... 278,457
d From 2021...... 197,941
e From 2022...... 201,798
f Total of lines 3a through e ........ 770,261
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,181,800
a Applied to 2022, but not more than line 2a 0
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..... 809,954
e Remaining amount distributed out of corpus 371,846
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,142,107
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,142,107
10 Analysis of line 9:
a Excess from 2019.... 92,065
b Excess from 2020.... 278,457
c Excess from 2021.... 197,941
d Excess from 2022.... 201,798
e Excess from 2023.... 371,846
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:
PAUL LYNCH CO MOORE VAN ALLEN LAW F
78 WENTWORTH STREET
CHARLESTON,SC29401
(843) 579-7000
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM INDICATING APPLICABLE FINANCIAL NEEDS DATA
cAny submission deadlines:
THE DEADLINE IS APRIL 30TH OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE GRANTED TO ORGANIZATIONS WITHIN THE CHARLESTON, SOUTH CAROLINA, AREA ONLY.
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

ADDLESTONE HEBREW ACADEMY

1675 WALLENBERG BLVD
CHARLESTON,SC29407 		  PUBLIC CHARITY TO HIRE TUTORS FOR PROSPECTIVE AND INCOMING STUDENTS 2,500

AMERICAN CANCER SOCIETY

269 CALHOUN STREET
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT CHARLESTON HOPE LODGE 10,000

AMERICAN COLLEGE OF THE BUILDING ARTS

649 MEETING STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT WOOD SPECIALIZATION PROGRAM 25,000

ASSOCIATION FOR THE BLIND

1 CARRIAGE LANE BLDG A
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT THE YOUR OWN LIFE PROGRAM 5,000

AUDUBON SOUTH CAROLINA

125 WAPPOO CREEK DRIVE BLDG G SUITE
214
CHARLESTON,SC29412 		  PUBLIC CHARITY TO SUPPORT THE COASTAL BIRD STEWARDSHIP PROGRAM 1,500

AVIAN CONSERVATION CENTER - BIRDS OF PREY

4872 SEWEE RD
AWENDAW,SC29429 		  PUBLIC CHARITY TO SUPPORT PHASE I OF VISITOR AMENITIES PROJECT 10,000

BE THE CHANGE CHARLESTON INC

PO BOX 81061
CHARLESTON,SC29416 		  PUBLIC CHARITY TO SUPPORT THE EMPOWERMENT THROUGH EMPLOYMENT PROGRAM FOR ADULTS WITH DISABILITIES 3,500

BEGIN WITH BOOKS

6296 RIVERS AVENUE SUITE 100
N CHARLESTON,SC29406 		  PUBLIC CHARITY TO SUPPORT THE DOLLY PARTON IMAGINATION LIBRARY 2,500

BEYOND BASIC LIFE SKILLS

406 N GUM STREET
SUMMERVILLE,SC29483 		  PUBLIC CHARITY TO SUPPORT EXPANSION OF RECREATIONAL PROGRAM 5,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE FLOOR 10
NEW YORK,NY10017 		  PUBLIC CHARITY TO SUPPORT 4 PARTICIPANTS ON THEIR BIRTHRIGHT ISRAEL JOURNEY 10,000

BROOKGREEN GARDENS

PO BOX 3368
PAWLEYS ISLAND,SC29585 		  PUBLIC CHARITY TO SUPPORT THE CONSERVATORY BUILDING PROJECT 20,000

BSBI

182 RUTLEDGE AVE
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE SENIOR TECH AND LUNCH AND LEARN PROGRAMS 15,000

CAMP HAPPY DAYS

1 CARRIAGE LANE BLDG C SUITE
101-102
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT ITS GENERAL PROGRAMS 1,500

CAMP RISE ABOVE

PO BOX 31295
CHARLESTON,SC29417 		  PUBLIC CHARITY TO SUPPORT ITS ADAPTIVE OVERNIGHT CAMPS AND DAY CAMPS 1,500

CAROLINA YOUTH DEVELOPMENT CENTER

5055 LACKAWANNA BLVD
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO FUND PURCHASE OF 4 COMMERCIAL WASHING MACHINES AND DRYERS FOR EACH RESIDENTIAL COTTAGE 10,000

CENTER FOR JEWISH LIFE-CHABAD OF CHAS

477 MATHIS FERRY RD
MOUNT PLEASANT,SC29464 		  PUBLIC CHARITY TO OFFSET COSTS OF HIRING AND RELOCATING INTERNS 35,000

CHAMBER MUSIC CHARLESTON

PO BOX 80072
CHARLESTON,SC29416 		  PUBLIC CHARITY TO SUPPORT ITS SEPTEMBER 2023 OVATION CONCERT 2,000

CHARLESTON ANIMAL SOCIETY

2455 REMOUNT RD
N CHARLESTON,SC29406 		  PUBLIC CHARITY TO SUPPORT PROJECT BARK AND OTHER YOUTH EDUCATION PROGRAMS 7,000

CHARLESTON AREA JUSTICE MINISTRY

PO BOX 71416
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT DIRECT-ACTION LEADERSHIP TRAINING FOR VOLUNTEER NETWORK MEMBERS 1,000

CHARLESTON AREA THERAPEUTIC RIDING

PO BOX 146
JOHNS ISLAND,SC29457 		  PUBLIC CHARITY TO SUPPORT ITS PUBLIC SCHOOL PROGRAM FOR CHILDREN WITH DISABILITIES 5,000

CHARLESTON CLIMATE COALITION

871 WELLINGTON DRIVE
CHARLESTON,SC29412 		  PUBLIC CHARITY TO SUPPORT LOCAL CLIMATE ACTION INITIATIVES 5,000

CHARLESTON GAILLARD CENTER

95 CALHOUN STREET
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT ITS FIRST PRODUCED THEATRICAL WORK 5,000

CHARLESTON HABITAT FOR HUMANITY

PO BOX 21479
CHARLESTON,SC29413 		  PUBLIC CHARITY TO SUPPORT BUILDING AN AFFORDABLE HOME 5,000

CHARLESTON JAZZ

3005 WEST MONTAGUE AVE SUITE 200
N CHARLESTON,SC29418 		  PUBLIC CHARITY JAZZ ORCHESTRA PERFORMANCES AND EDUCATIONAL PROGRAMS 1,000

CHARLESTON JEWISH FEDERATION

PO BOX 80100
CHARLESTON,SC29416 		  PUBLIC CHARITY CONTINUED SUPPORT OF THE SECURE COMMUNITY NETWORK PARTNERSHIP 50,000

CHARLESTON LEGAL ACCESS

3775 SPRUILL AVE SUITE B
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT THE FAMILY LAW PROGRAM 3,000

CHARLESTON MUSEUM

360 MEETING ST
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT DILL SANCTUARY COMMUNITY DAY 1,000

CHARLESTON PRO BONO LEGAL SERVICES INC

PO BOX 1116
CHARLESTON,SC29402 		  PUBLIC CHARITY TO SUPPORT THE HUMAN TRAFFICKING SURVIVORS PROGRAM 10,000

CHARLESTON PROMISE NEIGHBORHOOD

1834 SUMMERVILLE AVE SUITE C
CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT THE SCHOOL YEAR PROGRAM 2,500

CHARLESTON STAGE

PO BOX 356
CHARLESTON,SC29402 		  PUBLIC CHARITY FOR PRESENTING SPONSOR FOR OPENING PRODUCTION 25,000

CHARLESTON SYMPHONY ORCHESTRA

PO BOX 30818
CHARLESTON,SC29417 		  PUBLIC CHARITY TO SUPPORT TWO OF THE MASTERWORKS PERFORMANCES 5,000

CJF JEWISH FAMILY SERVICES

176 CROGHAN SPUR RD STE 100
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT SENIOR OUTREACH 35,000

COASTAL COMMUNITY FOUNDATION

1691 TURNBULL AVE
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT THE N.E.W. FUND PROGRAM 2,500

COASTAL CRISIS CHAPLAINCY

PO BOX 21833
CHARLESTON,SC29413 		  PUBLIC CHARITY TO PROVIDE 24/7/365 CHAPLAIN AND SURVIVOR CARE SERVICES IN TRI-COUNTY AREA 10,000

COLOUR OF MUSIC FESTIVAL INC

PO BOX 22724
CHARLESTON,SC29413 		  PUBLIC CHARITY TO SUPPORT THE COLOUR OF MUSIC FESTIVAL 5,000

COMMUNITIES IN SCHOOLS

1691 TURNBULL AVE SUITE 200
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT ITS INTEGRATED STUDENT SUPPORT PROGRAM FOR LOWCOUNTRY SCHOOLS 1,500

DEE NORTON CHILD ADVOCACY CENTER

1061 KING STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE IMPACT PROGRAM 5,000

DOORS TO FREEDOM

1317-M NORTH MAIN STREET 263
SUMMERVILLE,SC29483 		  PUBLIC CHARITY TO SUPPORT THE ADAPTIVE LEARNING FOR EDUCATIONAL GROWTH PROGRAM 3,500

DORCHESTER CHILDREN'S ADVOCACY CENTER

303 E RICHARDSON AVE
SUMMERVILLE,SC29483 		  PUBLIC CHARITY TO SUPPORT CLINICAL SERVICES PROGRAM 25,000

EAST COOPER COMMUNITY OUTREACH

1145 SIX MILE RD
MOUNT PLEASANT,SC29466 		  PUBLIC CHARITY TO SUPPORT ITS ESSENTIAL SERVICES PROGRAM 20,000

FIRST TEE OF GREATER CHARLESTON

321 WINGO WAY SUITE 201
MOUNT PLEASANT,SC29464 		  PUBLIC CHARITY TO SUPPORT THE 12TH ANNUAL CHAMPIONS CUP 7,700

GIBBES MUSEUM OF ART

135 MEETING STREET
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE VISITING ARTIST SERIES 5,000

HOPE ACRES RESCUE

PO BOX 2037
GOOSE CREEK,SC29445 		  PUBLIC CHARITY TO SUPPORT VETERINARIAN AND MEDICAL EXPENSES 2,500

HALOS

4995 LACROSS RD SUITE 1250
CHARLESTON,SC29406 		  PUBLIC CHARITY TO SUPPORT THE CAREGIVER PEER MENTORING PROGRAM 15,000

HISPANIC ALLIANCE

PO BOX 17934
GREENVILLE,SC29606 		  PUBLIC CHARITY TO EXPAND ITS STUDENT DREAMERS ALLIANCE PROGRAM TO THE CHARLESTON AREA 5,000

HOOFPRINTS IN THE SAND INC

1131 WANDO ROAD
CHARLESTON,SC29492 		  PUBLIC CHARITY TO SUPPORT THE SAND EQUINE-ASSISTED THERAPY PROGRAM 10,000

HORIZONS AT ASHLEY HALL

172 RUTLEDGE AVE
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE MIDDLE SCHOOL PROGRAM 5,000

HOUSE OF HOPE NORTH CHARLESTON

PO BOX 60092
N CHARLESTON,SC29419 		  PUBLIC CHARITY TO SUPPORT THE FOOD AND CLOTHING DISTRIBUTION PROGRAM 2,500

INSTITUTE OF SOUTHERN JEWISH LIFE

5315 OLD CANTON RD
JACKSON,MS39211 		  PUBLIC CHARITY TO SUPPORT EDUCATION PROGRAMS IN SC JEWISH COMMUNITIES 10,000

IRONWOLF RECOVERY

1546 BALSAM STREET
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT FAMILY PROGRAMMING TO HELP INDIVIDUALS ACHIEVE LONG-TERM RECOVERY FROM SUBSTANCE USE DISORDERS 2,500

JAMES ISLAND CHRISTIAN SCHOOL

15 CROSSCREEK DRIVE
JAMES ISLAND,SC29412 		  PUBLIC CHARITY TO SUPPORT THE STEM PROGRAM 5,000

JAMES SIMONS MONTESSORI

741 KING STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT STAFF SERVICE AWARDS 5,000

JCC HOUSING CORP-THE SHERMAN HOUSE

1645 RAOUL WALLENBERG BLVD
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT RENOVATIONS TO THE MINNIE SHERMAN RECREATION CENTER 30,000

JERRY ZUCKER MIDDLE SCHOOL

6401 DORCHESTER RD
N CHARLESTON,SC29418 		  PUBLIC CHARITY TO SUPPORT THE HENRY AND SYLVIA YASCHIK SERVICE ABOVE SELF EDUCATOR AWARDS 5,500

JEWISH EDUCATIONAL LOAN FUND

4549 CHAMBLEE DUNWOODY RD
ATLANTA,GA30338 		  PUBLIC CHARITY TO OFFSET INTEREST-FREE LOANS FOR 2 LOCAL STUDENTS 5,000

JEWISH HISTORICAL SOCIETY OF SC

96 WENTWORTH STREET
CHARLESTON,SC29424 		  PUBLIC CHARITY TO SUPPORT THE FOUNDATION PILLAR FOR 2023, THE JEWISH MERCHANT PROJECT, THE JHSSC MAGAZINE, AND VIDEO PRODUCTION FOR 30TH ANNIVERSARY VIDEO 58,500

JEWISH STUDIES CENTER INC

96 WENTWORTH STREET
CHARLESTON,SC29424 		  PUBLIC CHARITY TO SUPPORT HIRING A MASHGIACH, SUPPORT JEWISH WARRIOR WEEKEND, AND PROGRAMS FOR CHARLESTON JEWISH COMMUNITY 50,000

KKBE

90 HASELL ST
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE INSTALLATION OF A WALK-IN REFRIGERATOR/FREEZER 20,000

LONON FOUNDATION

557 E BAY STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT ITS VIRTUAL UPLIFT PROGRAM 1,000

LOWCOUNTRY FOOD BANK

2864 AZALEA DR
CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT THE SCHOOL PANTRY PROGRAM 5,000

LOWCOUNTRY ORPHAN RELIEF

PO BOX 70185
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT CARE KITS FOR FOSTER CHILDREN 2,000

METANOIA

2005 REYNOLDS AVE
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT ITS CHILDREN'S DEFENSE FUND FREEDOM SUMMER LITERACY PROGRAM 10,000

MUSC COLLEGE OF MEDICINE

18 BEE STREET MSC 450
CHARLESTON,SC29425 		  PUBLIC CHARITY TO SUPPORT THE NAMING OPPORTUNITY IN THE NEW COLLEGE OF MEDICINE BUILDING 25,000

MUSC HEALTH HEART & VASCULAR CENTER

MSC 450
CHARLESTON,SC29425 		  PUBLIC CHARITY TO SUPPORT THE MUSC HEALTH HEART & VASCULAR CENTER NAMING OPPORTUNITY 10,000

MUSC HOLLINGS CANCER CENTER

18 BEE STREET MSC 450
CHARLESTON,SC29425 		  PUBLIC CHARITY TO SUPPORT THE ROBERT K. STUART BLOOD AND MARROW TRANSPLANT OUTPATIENT CENTER 10,000

NATIONAL MARINE MAMMAL FOUNDATION

3419 MAYBANK HWY SUITE B
JOHNS ISLAND,SC29455 		  PUBLIC CHARITY TO SUPPORT THE GENERAL OPERATING EXPENSES AT THE CHARLESTON FIELD STATION 5,000

NEIGHBORS TOGETHER

2105 COSGROVE AVE
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT ONGOING PROGRAM SERVICES - HUNGER, HOMELESSNESS, HEALTH AND WELLNESS, AND ECONOMIC MOBILITY 5,000

NUOVO CINEMA ITALIANO FILM FESTIVAL

66 GEORGE STREET
CHARLESTON,SC29424 		  PUBLIC CHARITY TO SUPPORT THE 4 DAY FESTIVAL 2,500

ONE80PLACE

PO BOX 20038
CHARLESTON,SC29413 		  PUBLIC CHARITY TO SUPPORT ITS SHELTER AND HOUSING PROGRAM FOR THOSE EXPERIENCING HOMELESSNESS 7,500

OPERATION HOME

3973 RIVERS AVE SUITE 104
N CHARLESTON,SC20405 		  PUBLIC CHARITY TO SUPPORT CRITICAL HOME REPAIRS TO LOW-INCOME FAIMILIES IN THE TRI-COUNTY AREA 5,000

OPERATION SIGHT

1101 CLARITY RD SUITE 100
MOUNT PLEASANT,SC29464 		  PUBLIC CHARITY TO SUPPORT THE APPLICATION AND QUALIFICATION PROCESS 5,000

PORTER-GAUD

300 ALBEMARLE RD
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT IMPROVEMENTS TO THE LOWER AND MIDDLE SCHOOL LIBRARIES 20,000

PURE THEATRE

134 CANNON STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE PRODUCTION OF THE LEHMON TRILOGY 2,500

REDUX CONTEMPORARY ART CENTER

1056 KING STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE LIGHTING RESIDENCY PROGRAM 1,500

RONALD MCDONALD HOUSE

81 GADSDEN ST
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE NAMING OPPORTUNITY FOR THE GUEST SERVICES OFFICE IN NEW HOME 20,000

ROPER ST FRANCIS FOUNDATION

100 CALHOUN STREET SUITE 210
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE MOBILE HEALTH PROGRAM 15,000

SOUTH CAROLINA AQUARIUM

100 AQUARIUM WHARF
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE AQUARIUM'S STRUCTURED SCHOOL PROGRAM 5,000

SOUTHEASTERN WILDLIFE EXPOSITION

PO BOX 20635
CHARLESTON,SC29413 		  PUBLIC CHARITY TO SUPPORT THE 2024 SOUTHEASTERN WILDLIFE EXPOSITION 35,000

SPOLETO FESTIVAL USA

14 GEORGE ST
CHARLESTON,SC29401 		  PUBLIC CHARITY TO FUND THE 2024 FESTIVAL'S PRESENTATION OF "ALL TOGETHER NOW" DANCE WORK 10,000

SYNAGOGUE EMANU-EL

5 WINDSOR DR
CHARLESTON,SC29407 		  PUBLIC CHARITY TO SUPPORT THE FRIDAY NIGHT LIVE PROGRAM 20,000

TEACH FOR AMERICA - SC

635 RUTLEDGE AVE SUITE 201
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE SC IMPACT FELLOWSHIP 5,000

THE ARK

PO BOX 1540
SUMMERVILLE,SC29484 		  PUBLIC CHARITY TO SUPPORT THE SOCIAL RESPITE CARE PROGRAM 6,500

THE CHARLESTON FORUM

96 BROAD STREET
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE 2023 ANNUAL PROGRAMMING 2,000

THE NAVIGATION CENTER

PO BOX 21795
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT ITS SERVICES FOR THE HOMELESSNESS 2,500

TRACY AND SUNSHINE GANTT MINISTRIES

PO BOX 223
EASLEY,SC29641 		  PUBLIC CHARITY TO SUPPORT THE FIRST AND ONLY HOMELESS SHELTER IN PICKENS COUNTY 5,000

TRIDENT LITERACY ASSOCIATION

6185-D RIVERS AVE
N CHARLESTON,SC29406 		  PUBLIC CHARITY TO SUPPORT THE ADULT LITERACY AND WORKFORCE DEVELOPMENT PROGRAMS 5,000

TRIDENT TECHNICAL COLLEGE

PO BOX 30004
CHARLESTON,SC294191227 		  PUBLIC CHARITY TO SUPPORT THE GROCERY VAULT FOR STUDENTS 2,500

TURNING 90

3765 LEEDS AVE
N CHARLESTON,SC29405 		  PUBLIC CHARITY TO SUPPORT EXPANSION OF THE PRISON REENTRY PROGRAM 5,000

UNIVERSITY OF SC EDUCATIONAL FOUNDATION

1027 BARNWELL STREET
COLUMBIA,SC29401 		  PUBLIC CHARITY TO SUPPORT RESIDENTIAL FELLOWS AT USC JEWISH STUDIES PROGRAM 25,000

VISION TO LEARN

101 ASHLEY AVE
CHARLESTON,SC29401 		  PUBLIC CHARITY TO SUPPORT THE MOBILE VISION CLINICS PROGRAM 5,000

WINDWARD FARM HOME FOR CHILDREN INC

4857 WINDWOOD FARM ROAD
AWENDAW,SC29429 		  PUBLIC CHARITY TO SUPPORT ITS COMMUNITY BASED PREVENTION PROGRAM 10,000

WINGS

476 MEETING STREET STE E
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT THE AFTER SCHOOL PROGRAM AT THE ARTHUR W. CHRISTOPHER COMMUNITY CENTER 5,000

YASCHIKARNOLD JEWISH STUDIES PROGRAM

96 WENTWORTH STREET
CHARLESTON,SC29424 		  PUBLIC CHARITY TO SUPPORT JEWISH LIFE PROGRAMMING ON COLLEGE OF CHARLESTON CAMPUS 20,000

YOART

PO BOX 12397
CHARLESTON,SC29422 		  PUBLIC CHARITY TO SUPPORT ITS 12 WEEK MEDIA ARTS PROGRAM IN 20 AREA SCHOOLS 2,000

COASTAL CONSERVATION LEAGUE

131 SPRING STREET
CHARLESTON,SC29403 		  PUBLIC CHARITY TO SUPPORT ENVIRONMENTAL ADVOCACY EFFORTS 2,500

RESPITE CARE OF CHARLESTON

1605 HARBOR VIEW ROAD
CHARLESTON,SC29412 		  PUBLIC CHARITY SUPPORTING ALZHEIMER'S AND DEMENTIA CAREGIVERS 2,000

SC GOVERNOR'S SCHOOL OF SCIENCE AND MATH

401 RAILROAD AVE
HARTSVILLE,SC29550 		  PUBLIC CHARITY TO SUPPORT CREATING DAY CAMP 2,500

SEA ISLAND HABITAT FOR HUMANITY

2545 BOHICKET RD
JOHNS ISLAND,SC29455 		  PUBLIC CHARITY SUPPORTING THE 2023 ROOF REPAIR RALLY 5,000

TIMROD LITERARY AND LIBRARY ASSOCIATION

217 CENTRAL AVE
SUMMERVILLE,SC29483 		  PUBLIC CHARITY TO FUND THE STRUCTURAL REPAIRS TO THE LIBRARY'S ICONIC FRONT PORCH 12,000

TRI-COUNTY CRADLE TO CAREER

2180 MCMILLAN AVENUE 71544
N CHARLESTON,SC29415 		  PUBLIC CHARITY TO SUPPORT THE YOUTH ADVISORY STRATEGIC PLANNING COUNCIL 2,500
Total .................................right arrow 3a 986,200
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 ........... 		    14 62  
4 Dividends and interest from securities ....     14 1,470,415  
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 .....     14 1,456  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 21,465  
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 1,493,398 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,493,398
(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.
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with the preparer shown below?
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Signature of officer or trustee Date Title
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,835 0 0 0

TY 2023 InvestmentsCorpStockSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Name of Stock End of Year Book Value End of Year Fair Market Value
100% YASCHIK DEVELOPMENT CORP STOCK 8,270,204 12,990,000
80.5% CHARLESTON CAPITAL STOCK 1,486,060 3,115,350

TY 2023 InvestmentsOtherSchedule2
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RAYMOND JAMES SECURITIES AT COST 782,373 817,601

TY 2023 LegalFeesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,682 0 0 1,421


TY 2023 OtherDecreasesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Description Amount
UNREALIZED GAIN/LOSS 1,011


TY 2023 OtherExpensesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSE 3,589 0 0 2,509
BANK CHARGES 420 0 0 420


TY 2023 OtherIncomeSchedule2
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP DISTRIBUTIONS 408 408 408
NONDIVIDEND DISTRIBUTIONS 1,048 1,048 1,048


TY 2023 OtherLiabilitiesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX 600 4,083


TY 2023 OtherProfessionalFeesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 6,960 6,960 0 0


TY 2023 TaxesSchedule
Name:
HENRY & SYLVIA YASCHIK FOUNDATION INC
EIN:
58-2281499
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 19,640 0 0 0
FOREIGN TAX 910 910 0 0