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
HARVEST CHARITIES
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874
A Employer identification number

57-6020261
B Telephone number (see instructions)

(561) 691-5910
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$15,583,384J 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 1,181 1,181  
4 Dividends and interest from securities... 246,252 241,052  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 502,212
b Gross sales price for all assets on line 6a 3,853,464
7 Capital gain net income (from Part IV, line 2)... 502,212
8 Net short-term capital gain......... 0
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)....... 13,080    
12 Total. Add lines 1 through 11........ 762,725 744,445  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,053 16,248   1,805
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 74,698 74,698   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 11,871 11,871   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 1,012 962   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,634 103,779 0 1,855
25 Contributions, gifts, grants paid....... 725,000 725,000
26 Total expenses and disbursements. Add lines 24 and 25 830,634 103,779 0 726,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,909
b Net investment income (if negative, enter -0-) 640,666
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 442,293 482,741 482,741
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 10,120,906 Click to see attachment
List of Attached Documents:
// Content
10,045,464 		15,100,643
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).......... 41,837   0
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) 10,605,036 10,528,205 15,583,384
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
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........ 10,605,036 10,528,205
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,605,036 10,528,205
30 Total liabilities and net assets/fund balances (see instructions). 10,605,036 10,528,205
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
10,605,036
2
Enter amount from Part I, line 27a .....................
2
-67,909
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,537,127
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,922
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,528,205
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 136. AIA GROUP LTD   2020-03-19 2023-05-22
b 520. AIA GROUP LTD   2016-01-12 2023-07-28
c 21. ACUSHNET HOLDINGS CORP   2021-05-20 2023-05-15
d 44. ADOBE SYS INC   2022-02-22 2023-06-09
e 364. ADYEN NV ADR   2020-06-05 2023-05-22
809. ADYEN NV ADR   2020-03-19 2023-07-28
4186. ADYEN NV ADR   2023-08-10 2023-09-13
76. AIR LIQUIDE ADR   2005-03-31 2023-08-07
71. ALFA LAVAL AB SWEDEN UNSPON ADR   2016-02-09 2023-05-22
39. ALIGN TECHNOLOGY INC   2019-06-05 2023-08-08
233. ALIGN TECHNOLOGY INC   2022-10-04 2023-11-14
175. ALIGN TECHNOLOGY INC   2020-05-07 2023-11-30
245. ALLIANZ SE - UNSP ADR   2021-06-09 2023-05-22
60. AMAZON COM INC   2022-10-04 2023-01-27
980. AMAZON COM INC   2010-07-29 2023-01-27
900. AMBEV S A SPONSORED ADR   2019-03-11 2023-05-22
125. AMERICAN TOWER REIT   2023-01-19 2023-08-04
111. AMERICAN TOWER REIT   2018-02-13 2023-08-04
130. AMERISOURCEBERGEN CORP   2022-02-10 2023-06-13
179. AMERISOURCEBERGEN CORP   2022-10-04 2023-10-05
72. APTARGROUP INC   2017-06-30 2023-06-16
15. ARTISAN PARTNERS ASSET MGMT INC CL A   2022-06-14 2023-05-15
344. ATLAS COPCO AB SPONS ADR A   2018-12-14 2023-05-22
1873. ATLAS COPCO AB SPONS ADR A   2019-01-12 2023-09-18
374. BANCO BILBAO VIZCAYA SP ADR   2016-10-20 2023-05-22
1452. BAXTER INTERNATIONAL INC   2022-10-18 2023-10-05
65. BHP LIMITED SPONS ADR   2021-03-01 2023-05-22
205. BLACKSTONE GROUP INC COM USD0.00001 CLAS   2022-06-13 2023-09-18
532. CME GROUP INC   2016-05-09 2023-02-03
3198. CSPC PHARMACEUTICAL GROUP LTD ADR   2021-03-30 2023-10-03
23. CANADIAN NATL RAILWAY CO   2011-02-07 2023-08-07
13. CHIPOTLE MEXICAN GRILL INC CL A   2021-03-26 2023-04-24
230. CHUGAI PHARMACEUTICAL CO LTD ADR   2019-02-07 2023-05-22
54. DBS GROUP HLDGS LTD SPONSORED ADR   2020-03-19 2023-05-22
250. DAIFUKU CO LTD ADR   2022-07-14 2023-08-07
123. DASSAULT SYS SPONSORED ADR ONE ADR REPRESETNS 1 ORD SHARE   2019-10-04 2023-05-22
19. DONALDSON INC   2017-06-30 2023-05-15
272. DRIL-QUIP INC   2017-10-04 2023-07-31
48. ENN ENERGY HLDGS LTD ADR   2021-12-14 2023-05-22
6. ASPEN TECHNOLOGY, INC. COM   2022-05-17 2023-05-15
134. EPIROC AB ADR   2018-12-14 2023-05-22
2. FACTSET RESEARCH SYSTEMS INC   2017-06-30 2023-11-07
606. FANUC LTD ADR   2009-04-30 2023-12-13
90. FIRST HAWAIIAN INC   2020-01-31 2023-05-15
45. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B   2019-03-29 2023-05-22
23. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B   2019-03-29 2023-08-16
55. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B   2019-03-29 2023-09-15
9. GRACO INC   2018-10-22 2023-11-07
63. GRAINGER W W INC   2021-02-10 2023-03-23
33. GRAINGER W W INC   2018-06-21 2023-07-11
40. HDFC BANK LTD ADR   2017-06-22 2023-08-07
338. HAIER SMART HOME CO LTD UNSPONSORED ADR   2022-12-16 2023-05-22
307. HALEON PLC SPON ADS   2023-03-16 2023-05-22
5607.477 OAKMARK INTERNATIONAL FUND - R6   2018-11-14 2023-05-19
694. ICICI BANK LTD SPON ADR   2016-12-08 2023-01-30
115. ICICI BANK LTD SPON ADR   2016-12-08 2023-05-22
90. ILLUMINA INC   2021-10-26 2023-03-16
164. ILLUMINA INC   2021-12-01 2023-04-18
174. INFINEON TECHNOLOGIES AG SPONSORED ADR   2019-07-09 2023-05-22
70. INTUITIVE SURGICAL INC   2022-02-24 2023-01-06
72. INTUITIVE SURGICAL INC   2022-02-24 2023-04-20
67. INTUITIVE SURGICAL INC   2022-02-24 2023-05-12
200. ISHARES TR-S&P 500 INDEX   2018-06-21 2023-10-30
550. ISHARES S&P MIDCAP 400   2019-07-18 2023-10-30
45. KERING S A ADR   2022-07-07 2023-05-22
249. KERING S A ADR   2022-07-07 2023-12-12
104. KOMATSU LTD ADR   2018-10-29 2023-05-22
36. KUBOTA CORP ADR FORMERLY   2016-05-20 2023-05-22
2. KUBOTA CORP ADR FORMERLY   2019-01-07 2023-07-27
200. KUBOTA CORP ADR FORMERLY   2019-01-07 2023-07-28
240. L OREAL CO UNSPONSORED ADR   2016-01-12 2023-03-03
43. L OREAL CO UNSPONSORED ADR   2005-03-31 2023-05-22
51. LONZA GROUP AG UNSPON ADR   2018-05-15 2023-05-22
151. LONZA GROUP AG UNSPON ADR   2018-05-15 2023-12-12
284. LONZA GROUP AG UNSPON ADR   2018-05-15 2023-12-27
9. MANHATTAN ASSOCS INC   2020-03-18 2023-11-07
165. MANULIFE FINANCIAL CORP   2023-05-12 2023-05-22
151. MARSH & MCLENNAN COS INC   2022-10-04 2023-10-11
517. MATCH GROUP INC NEW COM   2022-10-04 2023-06-01
1624. MATCH GROUP INC NEW COM   2021-10-19 2023-06-01
471. MICROCHIP TECHNOLOGY INC   2022-02-10 2023-03-23
21. NESTLE SA SPONSORED ADR   2005-03-31 2023-05-22
152. NIKE INC CL B   2017-08-03 2023-01-19
1516. NIKE INC CL B   2022-10-04 2023-11-30
81. NVIDIA CORP   2022-02-22 2023-01-27
139. NVIDIA CORP   2016-09-16 2023-01-27
92. NVIDIA CORP   2016-09-16 2023-02-10
87. NVIDIA CORP   2016-09-16 2023-03-10
71. NVIDIA CORP   2016-09-16 2023-05-12
103. NVIDIA CORP   2016-09-16 2023-05-25
155. NVIDIA CORP   2016-09-16 2023-05-31
59. NVIDIA CORP   2016-09-16 2023-08-23
98. P T TELEKOMUNIKASI ADR   2021-05-17 2023-05-22
159. PRICESMART INC   2018-10-22 2023-10-30
5. RLI CORP   2020-04-06 2023-11-07
43. RIO TINTO PLC ADR   2019-04-08 2023-05-22
85. ROCHE HLDG LTD SPON ADR   2022-06-07 2023-05-12
102. ROCHE HLDG LTD SPON ADR   2018-01-10 2023-05-12
78. ROCHE HLDG LTD SPON ADR   2018-01-10 2023-05-22
1421.405 T ROWE PRICE MID CAP GROW-I   2010-02-11 2023-10-30
50. SHELL PLC SPON ADS   2016-02-23 2023-05-22
25. SAP AG SPONSORED ADR SAP AKTIENGESELLSCHAFT   2014-12-08 2023-05-22
134. SCHNEIDER ELEC SA ADR   2019-11-12 2023-05-22
351. SCHNEIDER ELEC SA ADR   2019-11-12 2023-12-13
4000. SCHWAB US TREASURY MONEY FUND-INV   2023-03-13 2023-03-17
50201.58 SCHWAB US TREASURY MONEY FUND-INV   2023-04-17 2023-05-12
35000. SCHWAB US TREASURY MONEY FUND-INV   2023-03-13 2023-05-17
61928.83 SCHWAB US TREASURY MONEY FUND-INV   2023-06-15 2023-07-12
101095.32 SCHWAB US TREASURY MONEY FUND-INV   2023-06-15 2023-07-12
12000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV     2023-08-30
2000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV     2023-10-23
91901.23 SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV     2023-11-07
232. SHIONOGI & CO LTD ADR   2020-02-07 2023-05-22
53. SHISEIDO LTD ADR   2022-05-02 2023-05-22
5. SIMPSON MFG INC   2021-03-08 2023-05-15
689. JM SMUCKER COMPANY-NEW   2022-10-04 2023-10-20
93. SYMRISE AG ADR   2017-04-18 2023-05-22
56. TAIWAN SEMICONDUCTOR SPON ADR   2005-03-31 2023-05-22
51. TELEDYNE TECHNOLOGIES INC   2017-06-26 2023-06-06
383. TENCENT HLDGS LTD ADR   2021-08-06 2023-05-12
61. TENCENT HLDGS LTD ADR   2019-01-25 2023-05-22
8. UFP INDUSTRIES INC   2023-10-30 2023-11-07
337. UNICHARM CORP SPONSORED ADR   2019-12-19 2023-05-22
1. VERALTO CORP COM   2001-01-01 2023-10-31
28. VERALTO CORP COM   2023-04-25 2023-11-09
258. VERALTO CORP COM   2020-11-18 2023-11-09
101. VISA INC CL A   2022-10-04 2023-11-09
6. WATTS WATER TECHNOLOGIES INC   2020-09-24 2023-11-07
231. WOODSIDE PETROLEUM LTD ADR   2022-06-01 2023-03-03
1814. SCHWAB BANK   2022-09-13 2023-01-19
1971.09 SCHWAB BANK   2022-09-13 2023-01-27
40000. SCHWAB BANK   2022-09-13 2023-02-08
2126.46 SCHWAB BANK   2022-09-13 2023-02-28
1859.38 SCHWAB BANK   2022-09-13 2023-03-28
662. SCHWAB BANK   2022-09-13 2023-04-04
2118.48 SCHWAB BANK   2022-09-13 2023-04-26
800. SCHWAB BANK   2022-09-13 2023-04-27
15.49 SCHWAB BANK     2023-05-16
47904.09 SCHWAB BANK     2023-05-19
68338.43 SCHWAB BANK     2023-05-23
302078.12 SCHWAB BANK     2023-05-26
30000. SCHWAB BANK     2023-05-31
26.92 SCHWAB BANK     2023-06-16
14.72 SCHWAB BANK     2023-06-16
5028.11 SCHWAB BANK     2023-06-22
2046.67 SCHWAB BANK     2023-06-27
52.23 SCHWAB BANK     2023-07-17
2.81 SCHWAB BANK     2023-07-17
49331.58 SCHWAB BANK     2023-07-24
5963.54 SCHWAB BANK     2023-07-26
2113.53 SCHWAB BANK     2023-07-26
49678.22 SCHWAB BANK     2023-08-04
29821.56 SCHWAB BANK     2023-08-10
23812.69 SCHWAB BANK     2023-08-14
55.3 SCHWAB BANK     2023-08-16
2.07 SCHWAB BANK     2023-08-16
22483.79 SCHWAB BANK     2023-08-28
2248.27 SCHWAB BANK     2023-08-28
12200. SCHWAB BANK     2023-09-01
5605.09 SCHWAB BANK     2023-09-20
2175.64 SCHWAB BANK     2023-09-26
35331. SCHWAB BANK     2023-10-06
23363.53 SCHWAB BANK     2023-10-25
1998.39 SCHWAB BANK     2023-10-26
4515.66 SCHWAB BANK     2023-10-30
12070.96 SCHWAB BANK     2023-10-31
313098.77 SCHWAB BANK     2023-11-09
1707.62 SCHWAB BANK     2023-11-13
23484.8 SCHWAB BANK     2023-11-14
1.27 SCHWAB BANK     2023-11-16
1990.78 SCHWAB BANK     2023-11-28
2059.97 SCHWAB BANK     2023-12-27
8. LINDE PLC SHS   2018-11-15 2023-05-22
33. ALCON INC   2020-06-05 2023-05-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 5,509   3,684 1,825
b 20,746   9,132 11,614
c 990   1,102 -112
d 20,145   19,745 400
e 5,988   3,022 2,966
14,145   6,074 8,071
31,094   73,491 -42,397
2,653   681 1,972
2,646   1,071 1,575
13,873   11,657 2,216
46,642   65,592 -18,950
37,459   33,954 3,505
5,589   6,487 -898
6,108   6,850 -742
99,767   5,754 94,013
2,621   3,979 -1,358
23,078   28,340 -5,262
20,494   10,892 9,602
23,234   14,281 8,953
33,141   19,340 13,801
8,414   6,237 2,177
489   539 -50
5,072   1,997 3,075
24,600   10,209 14,391
2,638   2,525 113
53,817   81,290 -27,473
3,816   5,099 -1,283
23,357   19,929 3,428
95,107   50,804 44,303
8,596   15,450 -6,854
2,719   791 1,928
23,375   18,446 4,929
3,068   2,416 652
4,961   2,637 2,324
2,482   2,404 78
5,258   1,424 3,834
1,208   856 352
7,022   12,897 -5,875
2,661   3,457 -796
1,003   789 214
2,625   1,730 895
900   334 566
8,236   4,356 3,880
1,487   2,632 -1,145
4,441   4,156 285
2,654   2,124 530
5,901   4,934 967
694   360 334
41,935   20,462 21,473
26,499   10,418 16,081
2,682   1,759 923
4,088   4,612 -524
2,631   2,453 178
150,000   135,444 14,556
14,044   4,984 9,060
2,643   826 1,817
20,169   40,986 -20,817
37,372   60,588 -23,216
6,767   3,309 3,458
19,048   19,220 -172
21,546   19,769 1,777
20,344   12,954 7,390
83,533   55,568 27,965
128,779   106,577 22,202
2,631   2,315 316
10,987   12,809 -1,822
2,629   2,478 151
2,655   2,761 -106
125   149 -24
14,942   15,061 -119
19,315   6,780 12,535
3,887   689 3,198
3,273   1,350 1,923
5,583   3,999 1,584
11,770   7,520 4,250
1,917   473 1,444
3,171   3,209 -38
29,070   15,845 13,225
19,047   29,813 -10,766
59,829   247,308 -187,479
38,625   34,895 3,730
2,630   576 2,054
19,000   8,495 10,505
165,936   78,371 87,565
16,529   19,317 -2,788
28,365   2,176 26,189
19,883   1,440 18,443
20,182   1,362 18,820
19,941   1,111 18,830
40,012   1,612 38,400
61,307   2,426 58,881
26,962   923 26,039
2,655   2,184 471
11,425   12,931 -1,506
665   422 243
2,666   2,674 -8
3,353   3,475 -122
4,024   3,231 793
3,102   2,457 645
127,500   66,000 61,500
3,016   2,245 771
3,339   1,712 1,627
4,785   2,592 2,193
13,353   6,791 6,562
4,000   4,000  
50,202   50,202  
35,000   35,000  
61,929   61,929  
101,095   101,095  
12,000   12,000  
2,000   2,000  
91,901   91,901  
2,612   3,550 -938
2,652   2,482 170
623   492 131
77,655   74,545 3,110
2,645   1,560 1,085
5,138   435 4,703
19,992   3,185 16,807
16,228   21,085 -4,857
2,652   2,640 12
823   769 54
2,620   2,307 313
25   26 -1
1,959   2,335 -376
18,048   20,582 -2,534
24,496   18,447 6,049
1,109   583 526
5,932   4,941 991
1,814   1,814  
1,971   1,971  
40,000   40,000  
2,126   2,126  
1,859   1,859  
662   662  
2,118   2,118  
800   800  
15   15  
47,904   47,904  
68,338   68,338  
302,078   302,078  
30,000   30,000  
27   27  
15   15  
5,028   5,028  
2,047   2,047  
52   52  
3   3  
49,332   49,332  
5,964   5,964  
2,114   2,114  
49,678   49,678  
29,822   29,822  
23,813   23,813  
55   55  
2   2  
22,484   22,484  
2,248   2,248  
12,200   12,200  
5,605   5,605  
2,176   2,176  
35,331   35,331  
23,364   23,364  
1,998   1,998  
4,516   4,516  
12,071   12,071  
313,099   313,099  
1,708   1,708  
23,485   23,485  
1   1  
1,991   1,991  
2,060   2,060  
2,942   1,246 1,696
2,700   2,085 615
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
      37,823
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       1,825
b       11,614
c       -112
d       400
e       2,966
      8,071
      -42,397
      1,972
      1,575
      2,216
      -18,950
      3,505
      -898
      -742
      94,013
      -1,358
      -5,262
      9,602
      8,953
      13,801
      2,177
      -50
      3,075
      14,391
      113
      -27,473
      -1,283
      3,428
      44,303
      -6,854
      1,928
      4,929
      652
      2,324
      78
      3,834
      352
      -5,875
      -796
      214
      895
      566
      3,880
      -1,145
      285
      530
      967
      334
      21,473
      16,081
      923
      -524
      178
      14,556
      9,060
      1,817
      -20,817
      -23,216
      3,458
      -172
      1,777
      7,390
      27,965
      22,202
      316
      -1,822
      151
      -106
      -24
      -119
      12,535
      3,198
      1,923
      1,584
      4,250
      1,444
      -38
      13,225
      -10,766
      -187,479
      3,730
      2,054
      10,505
      87,565
      -2,788
      26,189
      18,443
      18,820
      18,830
      38,400
      58,881
      26,039
      471
      -1,506
      243
      -8
      -122
      793
      645
      61,500
      771
      1,627
      2,193
      6,562
       
       
       
       
       
       
       
       
      -938
      170
      131
      3,110
      1,085
      4,703
      16,807
      -4,857
      12
      54
      313
      -1
      -376
      -2,534
      6,049
      526
      991
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      1,696
      615
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 502,212
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 8,905
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 8,905
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 8,905
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,872
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,839
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,711
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,806
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,806 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrow  
14
The books are in care ofright arrowComerica Bank Telephone no.right arrow (877) 405-1091

Located atright arrow36455 CORPORATE DRIVE M/C 3420FARMINGTON HILLSMI ZIP+4right arrow48331
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)
Yes
 
(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
KATHERINE SULLIVAN ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
LUCY S KUHNE ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
CLAIRE EFRID ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
NELL RICE ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
CAROLINE SCHMITT ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
WILLIAM D S KUHNE ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
JACK KHUNE ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
Clifton Schmitt ADVISORY BOARD
1 		1,000    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
Comerica Bank Trustee
1 		10,053    
411 W Lafayette
Detroit,MI48226
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 arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,329,950
b
Average of monthly cash balances.......................
1b
419,719
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,749,669
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
14,749,669
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
221,245
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,528,424
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
726,421
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
726,421
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,905
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,905
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
717,516
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
717,516
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
717,516
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
726,855
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
726,855
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 7 717,516
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 713,462
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 726,855
a Applied to 2022, but not more than line 2a 713,462
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..... 13,393
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 .......... 		704,123
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Harvest Charities CO Comerica Bank
PO Box 969 mail code D3310-026
Greenville,SC29602
(864) 255-8231
bThe form in which applications should be submitted and information and materials they should include:
Copy of IRS letter ruling List of organization Board of Directors and Officers Operating budget
cAny submission deadlines:
1st of April and October Requests are generally made by letter or proposal
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Although not limited to by the governing document, contributions are generally made to worthy organizations in the Greenville County, SC community
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

American Diabetes Association

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		NONE PC SUPPORT OF DAILY OPERATIONS 1,000

National Multiple Sclerosis Society

2711 MIDDLEBURG DRIVE SU
Columbia,SC29204 		NONE PC SUPPORT OF DAILY OPERATIONS 1,000

Christ Community Church Montreat

PO BOX 279
Montreat,NC28757 		NONE PC SUPPORT OF DAILY OPERATIONS 20,000

Friends of Oakdale Cemetery Inc

520 N 15TH ST
Wilmington,NC284013817 		NONE PC SUPPORT OF DAILY OPERATIONS 5,000

PCSC Foundation

2817 ASHLAND ROAD
Columbia,SC29210 		NONE PC SUPPORT OF DAILY OPERATIONS 20,000

Converse University

580 EAST MAIN STREET
Spartanburg,SC29302 		NONE PC SUPPORT OF DAILY OPERATIONS 50,000

Presbyterian College

503 SOUTH BROAD STREET
Clinton,SC29325 		NONE PC SUPPORT OF DAILY OPERATIONS 50,000

YMCA of Greenville

723 CLEVELAND STREET
Greenville,SC29601 		NONE PC SUPPORT OF DAILY OPERATIONS 10,000

The Museum Association Inc
David Drake Pottery Collection
420 COLLEGE STREET
Greenville,SC29601 		NONE PC SUPPORT OF DAILY OPERATIONS 10,000

Miracle Hill Ministries Inc

PO BOX 2546
Greenville,SC29602 		NONE PC SUPPORT OF DAILY OPERATIONS 250,000

Clemson University Foundation

PO BOX 1889
Clemson,SC296331889 		NONE PC SCHOLARSHIP 2,000

Cancer Society of Greenville County

113 MILLS AVE
Greenville,SC296054017 		NONE PC SUPPORT OF DAILY OPERATIONS 5,000

Harold Jennings Foundation

4 MCGEE STREET
Greenville,SC29602 		NONE PC SUPPORT OF DAILY OPERATIONS 25,000

Bob Jones University Museum and Gallery

1700 WADE HAMPTON BLVD
Greenville,SC29614 		NONE PC SUPPORT OF DAILY OPERATIONS 75,000

The Salvation Army Greenville

417 RUTHERFORD ST
Greenville,SC29609 		NONE PC SUPPORT OF DAILY OPERATIONS 10,000

Samaritan's Purse

PO BOX 3000
Boone,NC28607 		NONE PC SUPPORT OF DAILY OPERATIONS 100,000

Bon Secours St Francis Health Systems

ONE ST FRANCIS DRIVE
Greenville,SC29601 		NONE PC SUPPORT OF DAILY OPERATIONS 50,000

The Legacy Foundation of South Carolina

PO BOX 277
PINELAND,SC29934 		NONE PC SUPPORT OF DAILY OPERATIONS 2,000

JASMINE ROAD

PO BOX 25452
GREENVILLE,SC29616 		NONE PC SUPPORT OF DAILY OPERATIONS 5,000

Young Life Greenville

2320 E NORTH ST SUITE NN
Greenville,SC29607 		NONE PC SUPPORT OF DAILY OPERATIONS 34,000
Total .................................right arrow 3a 725,000
bApproved for future payment
Total ................................. right arrow 3b  
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 1,181  
4 Dividends and interest from securities ....     14 246,252  
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 ............ 		    18 502,212  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 13,080  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   762,725  
13Total. Add line 12, columns (b), (d), and (e)..................
13
762,725
(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

TY 2023 InvestmentsCorpStockSchedule
Name:
HARVEST CHARITIES
EIN:
57-6020261
Name of Stock End of Year Book Value End of Year Fair Market Value
VARIOUS CORPORATE STOCKS 10,045,464 15,100,643

TY 2023 InvestmentsOtherSchedule2
Name:
HARVEST CHARITIES
EIN:
57-6020261
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FROZEN RUSSIAN SECURITIES      

TY 2023 OtherDecreasesSchedule
Name:
HARVEST CHARITIES
EIN:
57-6020261
Description Amount
DIFF BETWEEN CASH AND REPORTABLE INCOME 8,922