2020-11-16T10:58:09-08:00 2019-12-31 208087076 Foti Flynn Lowen & Co PC PO Box 12765 Roanoke VA 240282765 990PF 2019-01-01 311496872 THE HARVEST FOUNDATION OF THE PIEDMONT HARV 2766323329 PO BOX 5183 MARTINSVILLE VA 24115 KATHRYN KELLER President 2020-11-16 true DAVID P BOOTH CPA P01436015 5403449246 2019 2021-04-22 16:20:28Z X 232410283 X X 4248521 4248521 4855224 33784079 4855224 330896 220400 9434641 9324145 221388 22139 199178 463270 29426 432197 175002 12935 162301 39684 3968 64647 7160 3580 3380 2707549 2432872 268549 98842 92647 6195 135602 36437 3294 33117 41498 217 46855 3672 367 3305 159503 10681 143273 4089607 2612126 1362997 3038934 9876478 7128541 2612126 11239475 2306100 6712019 609295 3620173 3620173 2063509 5012565 5012565 250000 250000 250000 35952 271408 271408 7513116 10545471 10545471 194711085 205130291 205130291 1414952 204577 1307220 1210375 1210375 2739136 6370000 6370000 208979313 232410283 232410283 352441 124453 16963841 10126297 307814 666744 17624096 10917494 X 191355217 191355217 221492789 208979313 232410283 191355217 2306100 28270660 221931977 439188 221492789 1 ST CAPITAL GAIN FROM K-1 P 2019-01-01 2019-12-31 1290107 1290107 1290107 1 LT CAPITAL GAIN FROM K-1 P 2010-01-01 2019-12-31 5795046 5795046 5795046 1 CAPITAL GAIN DISTRIBUTIONS P 2010-01-01 2019-12-31 3986 3986 3986 1 VARIOUS INVESTMENTS P 2010-01-01 2019-12-31 26694940 28928855 -2233915 -2233915 1 VARIOUS EQUIPMENT P 2010-01-01 2019-12-31 83515 83515 4855224 false 7670968 220898683 0.03473 10167360 213543361 0.04761 11383813 198588336 0.05732 6123922 208519055 0.02937 11305301 214732223 0.05265 0.221680 0.044336 217681870 9651143 67120 9718263 11489475 X 67120 67120 67120 320179 320179 X 253059 253059 false false false false true false false true true VA true false false false false true WWW.THEHARVESTFOUNDATION.ORG KATE KELLER 2766323329 134 EAST CHURCH STREET MARTINSVILLE VA 24112 true OC false false false false false false false false false true false false false false false false false false false false false false KELVIN G PERRY 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 CHARLES R WHITFIELD 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 JOHN PATRICK FAVERO DO 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 WILLIAM L KIRBY IV 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Vice Chair 2.00 0 MONICA T MONDAY ESQ 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Treasurer 2.00 0 PAUL R EASON MD 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 VIRGINIA W HAMLET 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Secretary 2.00 0 VALENICA EGGLESTON-CLARK MD 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 JAMES M TOBIN 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 DAVID L STONE JR 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Chairman 2.00 0 ALLYSON ROTHROCK 134 EAST CHURCH STREET MARTINSVILLE VA 24112 President 40.00 221308 33375 DANNY WULFF 134 EAST CHURCH STREET MARTINSVILLE VA 24112 Director 2.00 0 LATALA HODGES 134 EAST CHURCH STREET MARTINSVILLE VA 24112 DIRECTOR OF COMM. 40.00 58649 11892 GEORGIA COMPTON 134 EAST CHURCH STREET MARTINSVILLE VA 24112 CONTROLLER 40.00 84362 17686 FRANKLIN HOUSE JR 134 EAST CHURCH STREET MARTINSVILLE VA 24112 SR PROG OFFCR 40.00 109454 22723 KIMBERLY HARRIS 134 EAST CHURCH STREET MARTINSVILLE VA 24112 EXEC. ASSIST. 40.00 56811 18065 SHERYL AGEE 134 EAST CHURCH STREET MARTINSVILLE VA 24112 IMPACT OFFCR 40.00 73907 17335 COLONIAL CONSULTING CORPORATION 750 THIRD AVE NEW YORK NY 100172703 INVESTMENT CONSULTIN 167867 HUNTON ANDREWS KURTH 951 EAST BYRD STREET RICHMOND VA 23219 LEGAL SERVICES 71829 ANTHEM BLUE CROSS BLUE SHIELD 602 S JEFFERSON STREET ROANOKE VA 24011 HEALTH INSURANCE 101051 MARTINSVILLE HENRY COUNTY EDC 191 FAYETTE STREET MARTINSVILLE VA 24112 ADVISORY SERVICES 60200 BLAIR CONSTRUCTION INC 23020 US HIGHWAY 29 GRETNA VA 24557 CONSTRUCTION 60869 LOW INTEREST RATE LOAN TO SUPPORT ECONOMIC DEVELOPMENT 250000 250000 215077512 5919310 0 220996822 0 220996822 3314952 217681870 10884094 10884094 67120 67120 10816974 10816974 10816974 11239475 250000 11489475 67120 11422355 10816974 2427088 11489475 2427088 0 9062387 1754587 HARVEST FOUNDATION OF THE PIEDMONT 134 EAST CHURCH STREET MARTINSVILLE VA 24112 2766323329 INFO@THEHARVESTFOUNDATION.ORG APPLICANTS SHOULD FIRST FILL OUT A NEEDS STATEMENT DETAILING THE IDENTIFIED COMMUNITY NEED THE PROJECT WILL ADDRESS. THIS CAN BE SUBMITTED ON-LINE AT WWW.THEHARVESTFOUNDATION.ORG.IF THE NEEDS STATEMENT SHOWS ALIGNMENT WITH HARVEST FOUNDATION GOALS AND STRATEGIES, AND MAKES A COMPELLING CASE FOR LOCAL NEED AND OUTCOMES, THE APPLICANT WILL BE INVITED TO COMPLETE A FULL PROJECT PROPOSAL. THE FULL PROPOSAL APPLICATION WILL DETAIL:THE PROPOSED PROJECTEVALUATION PLANPARTNERSHIPS AND COLLABORATIONFINANCIALSORGANIZATIONAL INFRASTRUCTURE AND CAPACITY.IT MAKES THE CASE OF WHY IT IS THE BEST PLAN TO ADDRESS THE NEED, AND WHY THE ORGANIZATION HAS THE ABILITY AND CAPACITY TO EXECUTE THE PLAN. PLEASE SEE HARVEST FOUNDATION WEBSITE FOR DETAILS ORGANIZATION MUST BE A 501(C)(3) CHARITABLE ORGANIZATION OR A POLITICAL SUBDIVISION ELIGIBLE FOR A CHARITABLE CONTRIBUTION UNDER THE INTERNAL REVENUE CODE. ORGANIZATION'S PROGRAM WILL DIRECTLY SERVE THE COMMUNITY OF MARTINSVILLE AND/OR HENRY COUNTY, VIRGINIA. ORGANIZATION'S PROGRAM WILL DIRECTLY ALIGN WITH HARVEST FOUNDATION'S ECONOMIC DEVELOPMENT STATEGIC FOCUS AROUND WORKFORCE, INVESTMENT OR ADVOCACY. THE HARVEST FOUNDATION DOES NOT FUND:INSTITUTIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, OR SEXUAL ORIENTATION;DIRECT GRANTS TO INDIVIDUALS INCLUDING SCHOLARSHIPS AND FELLOWSHIPS;PROGRAMS OUTSIDE THE GEOGRAPHIC BOUNDARIES OF HENRY COUNTY;DEBT REDUCTION;SECTARIAN RELIGIOUS ACTIVITIES OR DIRECT POLITICAL LOBBYING;FOR PROFIT ORGANIZATIONS;MEDICAL RESEARCH;DIRECT REPLACEMENT OF DISCONTINUED GOVERNMENT SUPPORT;EMERGENCY FUNDING OR EXTREMELY TIME SENSITIVE REQUESTS;GRANTS THAT, IN THE JUDGMENT OF THE BOARD OF DIRECTORS, ARE THE RESPONSIBILITY OF THE GOVERNMENT;ENDOWMENT FUNDS; CITY OF MARTINSVILLE PO BOX 1112 55 W CHURCH STREET MARTINSVILLE VA 24114 N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER THREE YEARS 100000 MARTINSVILLE-HENRY CO ECONOMIC DEVELOP 134 EAST CHURCH STREET SUITE 200 MARTINSVILLE VA 24114 N/A PC TO SUPPORT GENERAL OPERATIONS 1742525 UNITED WAY OF HENRY CO AND MARTINSVILLE 134 East Church Street PO BOX 951 MARTINSVILLE VA 24114 N/A PC DOLLY PARTON IMAGINATION LIBRARY TO PROVIDE CHILDREN AN AGE APPROPRIATE BOOK MAILED TO THEIR RESIDENCE EVERY MONTH FOR NO COST. 2500 UNITED WAY OF HENRY CO AND MARTINSVILLE 134 East Church Street PO BOX 951 BASSETT VA 24114 N/A PC GETTING AHEAD IN MHC PROGRAM 73591 HENRY COUNTY PO BOX 7 3300 KINGS MOUNTAIN RD COLLINSVILLE VA 24078 N/A GOV COMMONWEALTH CROSSING BUSINESS CENTER FOR GRADING AND INFRASTRUCTURE IMPROVEMENTS 62500 MARTINSVILLE HC FOR HEALTH AND WELLNESS 22 CHURCH STREET SUITE 311 MARTINSVILLE VA 24112 N/A PC Live Well MHC-improve health of individualsby leading a shift in focus from treatment to prevention and wellness 495559 PIEDMONT REGIONAL COMMUNITY SERVICES BOA 24 CLAY STREET MARTINSVILLE VA 24112 N/A PC FOR THE MOBILIZING A COMMUNITY TOWARDS RECOVERY PROGRAM. 226388 PATRICK HENRY COMMUNITY COLLEGE ED FDN 645 PATRIOT AVENUE MARTINSVILLE VA 24112 N/A PC NJCAA Men's Division National SoccerTournament 1166802 CARLISLE SCHOOL 300 CARLISLE RD MARTINSVILLE VA 24112 N/A PC K-12 Initiative Phase III 66535 HENRY COUNTY PUBLIC SCHOOLS PO BOX 8958 COLLINSVILLE VA 24078 N/A GOV K-12 Initiative Phase III 542626 MARTINSVILLE CITY PUBLIC SCHOOLS PO BOX 5548 MARTINSVILLE VA 24112 N/A GOV K-12 Initiative Phase III 146180 SPENCER PENN SCHOOL PRESERVATION PO BOX 506 SPENCER VA 24165 N/A PC MAP COLLABORATIVE WITH BOYS & GIRLS CLUB. BUILDS ON THE LEARNING THAT HAPPENS DURING THE SCHOOL DAY. 39875 PIEDMONT VIRGINIA DENTAL HEALTH FDN 407 STARLING AVE MARTINSVILLE VA 24112 N/A PC Community Dental Clinic operations 201066 HENRY COUNTY PO BOX 7 3300 KINGS MOUNTAIN RD COLLINSVILLE VA 24078 N/A GOV FOR DICK AND WILLIE PASSAGE PHASE 6B PROJECT. 600000 MARTINSVILLE-HENRY CO ECONOMIC DEVELOP 134 EAST CHURCH STREET SUITE 200 MARTINSVILLE VA 24114 N/A PC FOCUSED SUMMER INTERNSHIP FOR 3RD AND 4TH YEAR COLLEGE STUDENTS. 12330 MARTINSVILLE-HENRY CO ECONOMIC DEVELOP 134 EAST CHURCH STREET SUITE 200 MARTINSVILLE VA 24114 N/A PC DECORATIVE UPTOWN LIGHTS. 10000 CITY OF MARTINSVILLE PO BOX 1112 55 W CHURCH STREET MARTINSVILLE VA 24114 N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER FIVE YEARS 1552468 HENRY COUNTY PO BOX 7 3300 KINGS MOUNTAIN RD COLLINSVILLE VA 24078 N/A GOV FOR DICK AND WILLIE PASSAGE PHASE 6B PROJECT. 200000 HENRY COUNTY PO BOX 7 3300 KINGS MOUNTAIN RD COLLINSVILLE VA 24078 NONE GOV SMALL RIVER TOWNS BUSINESS DISTRICT REVITALIZATION (SRSTC PHASE 1) PROJECT. 75000 HOPE CENTER MINISTRIES 1510 CENTER MINISTRIES WAVERLY TN 37185 N/A PC INCREASE SERVICE CAPACITY PROJECT 99419 PATRICK HENRY COMMUNITY COLLEGE ED FDN 645 PATRIOT AVENUE MARTINSVILLE VA 24112 N/A PC PHCC PATHWAYS PROMISE PROGRAM 2147652 SMART BEGINNINGS MHC 149 E MAIN ST MARTINSVILLE VA 24114 N/A PC TO HELP EDUCATE THE YOUTH OF MARTINSVILLE & HENRY COUNTY. 168900 VA MUSEUM OF NATURAL HISTORY 21 STARLING AVE MARTINSVILLE VA 24112 N/A PC TO HELP SUPPORT THE MUSEUM'S OPERATIONS AND KEEP THE EXHIBITS OPEN. 30000 UNITED WAY OF HENRY COUNTY & MARTINSVILL PO BOX 951 MARTINSVILLE VA 24114 N/A PC CENSUS OUTREACH AND ENGAGEMENT PLAN TO INCREASE CENSUS PARTICIPATION. 10000 HENRY COUNTY FURNITURE MUSEUM PO BOX 626 BASSETT VA 24055 NONE PC ADDITION OF SANDWICH SHOP/CAFE IN BASSETT AREA. 35900 HENRY COUNTY PO BOX 7 COLLINSVILLE VA 24078 NONE GOV CENSUS OUTREACH AND ENGAGEMENT PLAN TO INCREASE CENSUS PARTICIPATION. 10000 PIEDMONT ARTS 215 STARLING AVENUE MARTINSVILLE VA 24112 NONE PC WORKSHOP FOR DEVELOPING NEW WAYS TO THINK ABOUT ART, BUSINESS, COMMUNITY, AND MONEY. 10000 COUNTY OF HENRY - DEPT OF PUBLIC SAFETY 1024 DUPONT ROAD MARTINSVILLE VA 24112 NONE GOV RIVER RELATED INCIDENT RESPONSE PROGRAM. 10000 BOYS AND GIRLS CLUBS OF THE BLUE RIDGE 603B MEMORIAL BOULEVARD MARTINSVILLE VA 24112 NONE PC SAFE PLAYGROUNDS FOR EARLY LEARNING CENTER AND AFTER SCHOOL. 10000 PIEDMONT REGIONAL TRAINING ACADEMY 1000 DUPONT ROAD MARTINSVILLE VA 24112 NONE PC INTERACTIVE MOBILE SITUATIONAL TRAINING SIMULATOR. 10000 HENRY COUNTY PO BOX 7 COLLINSVILLE VA 24078 NONE GOV HENRY COUNTY AGRICULTURAL FAIR. 10000 FRATERNAL ORDER OF POLICE LODGE #73 55 WEST CHURCH STREET MARTINSVILLE VA 24112 NONE PC PROVIDES OPPORTUNITY FOR CHILDREN FROM LOW INCOME HOUSEHOLDS TO SHOP FOR CHRISTMAS GIFTS. 3500 MOTORSPORTS CHARITIES INC ONE DAYTONA BOULEVARD DAYTONA BEACH FL 32114 NONE PC FIT KITS AT SPEEDIATRICS EVENT TO PROMOTE HEALTHY LIVING IN YOUTH. 5000 9876316 WEST PIEDMONT WORKFORCE INVESTMENT BOARD 300 FRANKLIN STREET SUITE 241 MARTINSVILLE VA 24112 N/A PC MENTORING AND TRAINING OF YOUNG ADULTS TO BE READY TO ENTER THE WORKFORCE. 375671 DAN RIVER BASIN ASSOCIATION 3300 KINGS MOUNTAIN ROAD COLLINSVILLE VA 24078 N/A PC MASTER PLAN FOR OUTDOOR RECREATIONAL DEVELOPMENT 300000 CARLISLE SCHOOL 300 CARLISLE RD MARTINSVILLE VA 24112 N/A PC K-12 Initiative Phase III 110855 HENRY COUNTY PUBLIC SCHOOLS PO BOX 8958 COLLINSVILLE VA 24078 N/A GOV K-12 Initiative Phase III 696857 MARTINSVILLE CITY PUBLIC SCHOOLS PO BOX 5548 MARTINSVILLE VA 24112 N/A GOV K-12 Initiative Phase III 269940 UNITED WAY OF HENRY CO AND MARTINSVILLE 134 East Church Street PO BOX 951 MARTINSVILLE VA 24114 N/A PC Smart Beginnings-System Building Continutation 73591 MARTINSVILLE HC FOR HEALTH AND WELLNESS 22 CHURCH STREET SUITE 311 MARTINSVILLE VA 24112 N/A PC Live Well MHC-improve health of individualsby leading a shift in focus from treatment to prevention and wellness 434161 CITY OF MARTINSVILLE PO BOX 1112 55 W CHURCH STREET MARTINSVILLE VA 24114 N/A GOV CONTINUATION OF OPERATIONAL SUPPORT FOR SMITH RIVER SPORTS COMPLEX OVER THREE YEARS 541856 MARTINSVILLE-HENRY CO ECONOMIC DEVELOP 134 EAST CHURCH STREET SUITE 200 MARTINSVILLE VA 24114 N/A PC FOCUSED SUMMER INTERNSHIP FOR 3RD AND 4TH YEAR COLLEGE STUDENTS. 163810 PIEDMONT VIRGINIA DENTAL HEALTH FDN 407 STARLING AVE MARTINSVILLE VA 24112 N/A PC Community Dental Clinic operations 301597 PATRICK HENRY COMMUNITY COLLEGE ED FDN 645 PATRIOT AVENUE MARTINSVILLE VA 24112 N/A PC PHCC PATHWAYS PROMISE PROGRAM 1166802 VIRGINIA HEALTH CARE FOUNDATION 707 EAST MAIN ST SUITE 1350 RICHMOND VA 23219 N/A PC CREATING A NEW MARKET FOR HEALTHCARE SERVICES PROJECT 32500 HENRY COUNTY PO BOX 7 3300 KINGS MOUNTAIN RD COLLINSVILLE VA 24078 NONE GOV DICK AND WILLIE PASSAGE COMPLETION. 320600 VIRGINIA LEGAL AID SOCIETY 513 CHURCH STREET LYNCHBURG VA 24505 NONE PC ATTORNEY IN MHC TO FOCUS ON PROBLEMS RELATED TO STABLE HOUSING. 300000 BLUE RIDGE REGIONAL AIRPORT 525 AIRPORT ROAD MARTINSVILLE VA 24112 NONE GOV RUNWAY EXTENSION. 63000 MARTINSVILLE COMMUNITY RECREATION ASSOC PO BOX 301 MARTINSVILLE VA 24114 NONE GOV RENOVATIONS TO HOOKER FIELD. 203885 SPENCER PENN SCHOOL PRESERVATION PO BOX 506 SPENCER VA 24165 NONE PC MAP COLLABORATIVE WITH BOYS & GIRLS CLUB. BUILDS ON THE LEARNING THAT HAPPENS DURING THE SCHOOL DAY. 39875 MARTINSVILLE-HENRY CO ECONOMIC DEVELOP 134 EAST CHURCH STREET SUITE 200 MARTINSVILLE VA 24114 NONE PC JOB GROWTH. 876777 HOPE CENTER MINISTRIES 1510 CENTER MINISTRIES WAVERLY TN 37185 NONE PC INCREASE SERVICE CAPACITY PROJECT 126520 PATRICK HENRY COMMUNITY COLLEGE ED FDN 645 PATRIOT AVENUE MARTINSVILLE VA 24112 NONE PC SOW TO REAP PROGRAM. 3706249 SMART BEGINNINGS MHC 149 E MAIN ST MARTINSVILLE VA 24114 NONE PC TO HELP EDUCATE THE YOUTH OF MARTINSVILLE & HENRY COUNTY. 99468 10204014 14 4248521 18 4855224 ORDINARY K-1 INCOME(LOSS) 14 220400 OTHER INCOME 1 78699 TAX EXEMPT K-1 INCOME 14 1 9402845 9402845 false false false false false false false false false false ACCOUNTING AND BOOKKEEPING 7160 3580 0 3380 ANTHEM BLUE CROSS BLUE SHIELD HEALTH INSURANCE BLAIR CONSTRUCTION INC OFFICE RENOVATIONS COLONIAL CONSULTING CORPORATION INVESTMENT CONSULTING HUNTON ANDREWS KURTH LEGAL SERVICES MARTINSVILLE HENRY COUNTY EDC ADVISE ON POTENTIAL PROJECTS TO REVITALIZE MARTINSVILLE HENRY COUNTY COMMON STOCKS 10545471 10545471 INVESTMENT IN LIMITED PARTNERSHIP FMV 177404919 177404919 MUTUAL FUNDS FMV 27725372 27725372 Furniture and Fixtures 159411 33406 126005 126005 Improvements 1041071 98806 942265 942265 Miscellaneous 214470 72365 142105 142105 LEGAL FEES 39684 3968 0 64647 HOLDBACK RECEIVABLE 2739136 6370000 6370000 FEDERAL EXCISE TAX - CURRENT & DEFERRED 439188 ADVERTISING 878 670 DUES & SUBSCRIPTIONS 14036 48 13988 EQUIPMENT RENTAL AND MAINTENANCE 13156 1316 12684 INFORMATION TECHNOLOGY 28666 2867 25372 INSURANCE 24269 2399 21871 MISCELLANEOUS 38522 131 33085 POSTAGE AND SHIPPING 932 93 929 PUBLIC RELATIONS 22543 2254 20716 RELOCATION EXPENSES 769 1969 SUPPLIES 15732 1573 11989 ORDINARY K-1 INCOME(LOSS) 220400 220400 OTHER INCOME 78699 TAX EXEMPT K-1 INCOME 1 DEFERRED TAX LIABILITY 71868 443363 LEASE INCENTIVE 218750 203750 DEFERRED RENT 17196 19631 MARTINSVILLE HENRY COUNTY EDC 250000 AUDITING FEES 18500 9250 0 11625 CONSULTING 79513 250 0 79263 INVESTMENT ADVISORY SERVICES 167074 167074 0 0 INVESTMENT MGT FEES 2256298 2256298 0 0 PROGRAM RELATED CONSULTING 186164 0 0 177661 TAXES AND LICENSES 98842 92647 6195