2024-12-19T10:04:18-05:00 2023-12-31 205788602 GLASER AND COMPANY LLC 1859 SUMMERVILLE AVE STE 800 CHARLESTON SC 29405 990 2023-01-01 570952289 THE HUMANITIES FOUNDATION INC HUMA 8432845120 651 MEETING STREET SUITE 101 CHARLESTON SC 29403 CHERYL FERRARO CPA SEC/TREASURER 8432845120 2024-12-12 true false ERIK M GLASER CPA P00724565 8438490179 2024-12-12 2023 2024-10-15 13:58:12Z HURRICANE HELENE TAX RELIEF X TRACY T DORAN 651 MEETING STREET STE 101 CHARLESTON SC 29403 3953328 false X HUMANITIESFOUNDATION.ORG X 1992 GA TO DEVELOP THE HIGHEST QUALITY AFFORDABLE AND WORKFORCE HOUSING POSSIBLE WHILE ENHANCING THE LIVES OF OUR RESIDENTS AND IMPROVING THE COMMUNITIES IN WHICH WE DEVELOP THROUGH AFFORDABILITY, EDUCATION AND ADVOCACY. 7 4 17 2450 0 1092145 2303408 1697972 1068205 710965 581715 0 3501082 3953328 158013 182550 0 1103502 1067403 0 44257 904705 821545 2166220 2071498 1334862 1881830 31582528 33784327 6435098 6755067 25147430 27029260 X TO DEVELOP THE HIGHEST QUALITY AFFORDABLE AND WORKFORCE HOUSING POSSIBLE WHILE ENHANCING THE LIVES OF OUR RESIDENTS AND IMPROVING THE COMMUNITIES IN WHICH WE DEVELOP THROUGH AFFORDABILITY, EDUCATION AND ADVOCACY. false false 638083 709881 AFFORDABLE HOUSING PROGRAM: AS A NON-PROFIT DEVELOPER, HUMANITIES FOUNDATION PLAYS A CRUCIAL ROLE IN FACILITATING AFFORDABLE HOUSING PROJECTS FROM INCEPTION TO COMPLETION. OUR ORGANIZATION SERVES VARIOUS ROLES, RANGING FROM GENERAL PARTNER AND MANAGING MEMBER TO DEVELOPER, ALLOWING US TO ACCESS FUNDS EXCLUSIVELY AVAILABLE TO NONPROFIT ENTITIES. WE PROVIDE ESSENTIAL FINANCING TO PROJECTS AND COLLABORATE WITH CONSTRUCTION PROFESSIONALS, INCLUDING ENGINEERS, ARCHITECTS, AND BUILDERS, TO REALIZE AFFORDABLE HOUSING DEVELOPMENTS. UPON CONSTRUCTION COMPLETION, HUMANITIES FOUNDATION ENGAGES PROFESSIONAL MANAGEMENT COMPANIES TO HANDLE PROPERTY MARKETING, LEASING, AND MAINTENANCE. (CONTINUED AT SCHEDULE O) 435726 AFFORDABLE HOUSING DEVELOPMENT: OUR ORGANIZATION OFFERS SERVICES THAT IDENTIFY NEW OPPORTUNITIES FOR AFFORDABLE HOUSING AND ASSESS THE FEASIBILITY OF DEVELOPMENTS INTENDED TO BENEFIT LOW-INCOME FAMILIES AND SENIORS. COLLABORATING CLOSELY WITH OUR PARTNERS, HUMANITIES FOUNDATION ACTIVELY PURSUES SITES THAT QUALIFY FOR LOW-INCOME HOUSING TAX CREDITS (LIHTC). THROUGH INNOVATIVE FUNDING STRATEGIES, WE HAVE HARNESSED RESOURCES SUCH AS COMMUNITY DEVELOPMENT BLOCK GRANTS (CDBG), HOME FUNDS, FEDERAL HOME LOAN BANK FUNDS, LOWCOUNTRY HOUSING TRUST CONTRIBUTIONS, AND OTHER GRANTS. THESE RESOURCES HAVE ENABLED US TO DEVELOP OVER 2,500 AFFORDABLE HOUSING UNITS ACROSS SOUTH CAROLINA, GEORGIA, LOUISIANA, AND VIRGINIA. 255931 121520 SHELTERNET PROGRAM: THE HUMANITIES FOUNDATION'S SHELTERNET PROGRAM PROVIDES CRITICAL SUPPORT TO FAMILIES AND INDIVIDUALS FACING CRISES OR SETBACKS. BY EXTENDING EMERGENCY FINANCIAL ASSISTANCE, WE EMPOWER THEM TO REMAIN IN THEIR HOMES AND SAFEGUARD VITAL UTILITY SERVICES, INCLUDING GAS, ELECTRICITY, AND WATER. THIS INITIATIVE IS TARGETED AT RECIPIENTS WHOSE INCOMES FALL BELOW 50% OF THE AREA MEDIAN INCOME. TO ENSURE THE PROGRAM'S SUSTAINABILITY, SHELTERNET'S OPERATING COSTS ARE COVERED BY THE FOUNDATION'S OPERATIONAL FUNDS. SINCE ITS INCEPTION, THE PROGRAM HAS ASSISTED MORE THAN 55,000 INDIVIDUALS IN THEIR TIMES OF NEED. 289084 61030 358824 RESIDENT SERVICES AND MARKETPLACE FOOD PROGRAM: OUR MARKETPLACE PROGRAM, OPERATED IN COLLABORATION WITH STRATEGIC PARTNERS LIKE LOCAL CHURCHES, SCHOOL DISTRICTS, FOOD PANTRIES, AND COMMUNITY ORGANIZATIONS, STRIVES TO ALLEVIATE FOOD INSECURITY. UTILIZING A FLEET OF SIX REFRIGERATED CARGO VANS AND COORDINATED EFFORTS BY DEDICATED STAFF, WE DISTRIBUTE FOOD TO APARTMENT RESIDENTS, ORGANIZE COMMUNITY DISTRIBUTIONS, AND ADDRESS FOOD DESERTS. SINCE ITS LAUNCH IN 2014, THE PROGRAM HAS DELIVERED OVER 5.1 MILLION POUNDS OF FRESH FOOD, EQUIVALENT TO ONE MEAL PER POUND. ADDITIONALLY, WE'RE ACTIVELY EXPANDING OUR TELEMEDICINE PROGRAM TO BRIDGE THE GAP CAUSED BY TRANSPORTATION CHALLENGES, ENABLING LOW-INCOME SENIORS TO CONNECT WITH THEIR HEALTHCARE PROVIDERS THROUGH VIDEO SERVICES FROM THE COMFORT OF THEIR HOMES. OUR TRANSPORTATION SERVICES NOT ONLY FACILITATE ACCESS TO COMMUNITY EVENTS, HEALTH FAIRS, AND EDUCATIONAL PROGRAMS BUT ALSO FOSTER A SENSE OF CAMARADERIE AMONG RESIDENTS DURING SHOPPING TRIPS. WE TAKE PRIDE IN OFFERING AFTER-SCHOOL AND SUMMER PROGRAMS THAT FEATURE A DIVERSE RANGE OF ACTIVITIES, INCLUDING EDUCATIONAL TOURS, ARTS AND CRAFTS, SPORTS AND RECREATION, ENTREPRENEURSHIP, TECHNOLOGY WORKSHOPS, AND MENTORING. THESE PROGRAMS ARE A TRIBUTE TO THE MEMORY OF REVEREND CLEMENTA PINCKNEY, A FERVENT ADVOCATE FOR EDUCATION AND YOUTH DEVELOPMENT. IN RESPONSE TO THE TRAGIC EVENTS OF 2015 AT THE MOTHER EMANUEL AME CHURCH IN CHARLESTON, SC, THESE INITIATIVES STAND AS A TESTAMENT TO OUR COMMITMENT TO COMMUNITY ENRICHMENT. IN THE WAKE OF THE COVID-19 PANDEMIC THAT EMERGED IN MARCH 2020, THE HUMANITIES FOUNDATION HAS INTENSIFIED ITS RESIDENT SERVICES AND COMMUNITY OUTREACH EFFORTS. TO DATE, WE'VE PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO MORE THAN 55,000 FAMILIES, ENSURING THEIR ACCESS TO UTILITY SERVICES TO PREVENT DISCONNECTION OR EVICTION. OUR MARKETPLACE FOOD PANTRY PROGRAM HAS CONTRIBUTED TO OVER 5 MILLION DISTRIBUTED MEALS THROUGH MORE THAN 350 CURBSIDE FOOD DISTRIBUTIONS. FURTHERMORE, WE'VE ASSISTED RESIDENTS WITH INFORMATION ABOUT VIRTUAL HEALTHCARE OPTIONS, FINANCIAL SUPPORT, AND ACCESS TO TELECOMMUNICATIONS FOR REMOTE LEARNING, ACKNOWLEDGING THE EVOLVING NEEDS OF OUR COMMUNITY. 289084 61030 358824 1618824 true true false false false false false false false false true true false true false false false true false false false false false false false false false false true true false false false true false false true true true false false false true true true true false false true 56 0 17 true false false false false false false false false false false false false X 7 4 true false false false false false false true true false false true true true true false true true true false SC X X CHERYL FERRARO CPA 8438564120 474 WANDO PARK BLVD SUITE 102 MOUNT PLEASANT SC 29464 TRACY T DORAN PRESIDENT 40.00 X X 87655 0 18602 CHERYL FERRARO CPA SEC/TREASURE 45.00 X X 204603 0 22136 ANNE WYATT BOARD MEMBER 1.00 X 0 0 0 PATTI RANDINELLI BOARD MEMBER 1.00 X 0 0 0 MELISSA MADDOX-EVANS BOARD MEMBER 1.00 X 0 0 0 ELIZABETH R DORAN BOARD MEMBER 1.00 X 0 0 0 ROBERT LACHAPELLE BOARD MEMBER 1.00 X 0 0 0 GREG BROOKS SECRETARY 1.00 X 0 0 0 292258 40738 1 false true false JDC MANAGEMENT LLC 474 WANDO PARK BLVD STE 102 MOUNT PLEASANT SC 29464 REALESTATE MGT. 197900 JDC RESIDENTIAL LLC 474 WANDO PARK BLVD STE 102 MOUNT PLEASANT SC 29464 ASSET MGT. 114707 2 2152526 150882 71647 2303408 LOAN INTEREST 531390 709881 709881 DELIVERY FEES 525990 317824 317824 DEVELOPER FEES 531390 40500 40500 1068205 1793 1793 579922 579922 579922 579922 3953328 1068205 581715 182550 182550 292065 163557 116826 11682 581059 438462 130268 12329 15980 11019 4522 439 112868 77823 31942 3103 65431 45115 18517 1799 312606 312606 22533 16538 5995 17801 17801 26368 16209 6954 3205 69462 66670 600 2192 21338 11430 9093 815 55343 38313 15180 1850 88227 60833 24968 2426 108251 99277 8974 1684 1684 4845 4845 24780 17086 7013 681 57740 39812 16340 1588 DUES AND SUBSCRIPTIONS 14122 11106 868 2148 TAXES 5368 5368 PERMITS 3121 2680 441 MISCELLANEOUS -12044 686 -12730 2071498 1618824 408417 44257 1442241 671586 601484 14301084 14028657 22938 428488 267485 166736 161003 39608 2353888 15632859 15944771 31582528 33784327 76952 240188 356428 450199 505281 5907947 5653170 6435098 6755067 X 25147430 27029260 25147430 27029260 31582528 33784327 1881830 X false true X true true true X 98337 4388833 786706 1092145 2303408 8669429 1363220 2369950 3037549 2407713 1068205 10246637 1461557 6758783 3824255 3499858 3371613 18916066 557010 1173547 698306 1138107 428169 3995139 557010 1173547 698306 1138107 428169 3995139 14920927 174 141 1224 1793 3332 174 141 1224 1793 3332 1461731 6758924 3824255 3501082 3373406 18919398 0.78870 0.77040 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18875 18875 409613 267485 142128 161003 OTHER SECURITIES 2353888 C 2353888 MORTGAGES RECEIVEABLE 15916486 DEPOSITS 28154 LOAN COSTS NET OF AMORTIZATION 131 15944771 true RENT/ HOUSINASSISTANCE 87 91418 UTILITIES ASSISTANCE 60 30102 FOOD ASSISTANCE 3410 61030 COST FOOD PANTRY SCHEDULE I, PAGE 1, PART I, LINE 2 SHELTERNET STAFF WORKS DIRECTLY WITH LOCAL AGENCIES TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES AND INDIVIDUALS WITH INCOMES AT OR BELOW 50% OF THE AREA MEDIAN INCOME (AMI) WHO HAVE TEMPORARILY FALLEN BEHIND ON THEIR BILLS, OR ARE HOMELESS AND NEED HELP MOVING INTO AN APARTMENT. ASSISTANCE CAN BE PROVIDED ONCE EVERY TWELVE MONTHS. false false false false false false false false false CHERYL FERRARO CPA SEC/TREASURER 165769 38834 7231 14905 226739 JDC RESIDENTIAL LLC FAMILY IS MEMBER OPERATING PAYABLE X 303695 false true true JDC MANAGEMENT PRESIDENT IS MEMBER OPERATING PAYABLE X 201586 false true true 505281 ROBERT DORANJDC RESIDENTIAL LLC PRESIDENT-OWNER 114707 ASSET MANAGEMENT false TRACY T DORANJDC MANAGEMENT LLC PRESIDENT-OWNER 197900 REALESTATE MGT. false SCHEDULE L, PART V JDC MANAGEMENT, LLC AND JDC RESIDENTIAL, LLC PROVIDE ADMINISTRATIVE, PROJECT DEVELOPMENT CONSTRUCTION, EQUITY AND ASSET MANAGEMENT SERVICES TO THE FOUNDATION. THESE SERVICES ARE PROVIDED UNDER SHARED SERVICES AGREEMENTS AND CONTRACTS THAT ARE ALSO APPROVED BY THE THIRD-PARTY LIMITED PARTNERS AND/OR INVESTOR MEMBERS OF THE AFFORDABLE HOUSING PROJECTS THE FOUNDATION DEVELOPS. THE FOUNDATION HAS REVIEWED THE TERMS AND PROVISIONS OF THESE SHARED SERVICES AGREEMENTS AND CONTRACTS AND CONSIDERS THEM AT ARM'S LENGTH AND FAVORABLE TO THE MISSION OF THE FOUNDATION. FURTHER, THE INVESTOR MEMBERS/PARTNERS IN THESE PROJECTS REVIEW THE PROVISIONS OF THESE AGREEMENTS FOR INDEPENDENT RELATIONSHIPS IN THEIRS AND THE PROJECTS BEST INTEREST. PROJECT DEVELOPMENT AND COMPLIANCE IN THE AFFORDABLE HOUSING AND LOW INCOME HOUSING TAX CREDIT CONSTRUCTION AND AWARD SYSTEM ARE COMPLEX AND REQUIRE THE EXPERIENCE AND SKILLS OF A TEAM OF PROFESSIONALS. JDC MANAGEMENT, LLC AND JDC RESIDENTIAL, LLC SERVE THE FOUNDATION IN THIS CAPACITY. ALL ADVANCES TO THE FOUNDATION BY THESE PARTIES ARE EVIDENCED IN THE NORMAL COURSE OF OPERATIONS AND DEVELOPMENT ACTIVITIES. X LOAN FORGIV. 1 71647 false true false FORM 990, PART III PAGE 2, PART III, LINE 4A - CONTINUED AFFORDABLE HOUSING ENCOMPASSES A BROAD SPECTRUM OF INCOME LEVELS AND PRICE RANGES. WHAT TRULY DEFINES HOUSING AS "AFFORDABLE" IS THE RENT OR MORTGAGE PAYMENT RELATIVE TO AN INDIVIDUAL OR FAMILY'S INCOME. ACCORDING TO THE FEDERAL GOVERNMENT, RENTAL HOUSING IS CONSIDERED "AFFORDABLE" IF RESIDENTS PAY NO MORE THAN 30 PERCENT OF THEIR INCOME ON RENT. MORTGAGE LENDERS GENERALLY EVALUATE A HOME'S AFFORDABILITY WHEN THE MORTGAGE PAYMENT DOES NOT EXCEED 35 PERCENT OF THE BORROWER'S INCOME. IN ASSESSING AFFORDABILITY IN RELATION TO INCOME, WE EMPLOY THE TERM "AREA MEDIAN INCOME" (AMI), CALCULATED AND PUBLISHED ANNUALLY BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). THE TERM "MEDIAN" INDICATES THAT HALF OF ALL HOUSEHOLDS IN THE AREA HAVE INCOME GREATER THAN THIS AMOUNT. THE HUMANITIES FOUNDATION PRIORITIZES AFFORDABLE UNITS FOR INDIVIDUALS WITH INCOMES WITHIN THE 30% TO 80% AMI RANGE. THIS MEANS THAT RESIDENTS IN OUR COMMUNITIES EARN LESS THAN HALF OF THE AVERAGE INCOME COMPARED TO THE ENTIRE REGIONAL POPULATION. AMI SERVES AS THE BASIS FOR CALCULATING RENTAL AMOUNTS ACCORDING TO THE 30% OF INCOME STANDARD FOR AFFORDABLE HOUSING. WE UTILIZE PUBLIC AND PRIVATE PARTNERSHIPS TO ENSURE THAT RENT REMAINS AFFORDABLE AND THAT CONSTRUCTION AND MAINTENANCE COSTS DO NOT PLACE A BURDEN ON OUR RESIDENTS. RECOGNIZING THE NEED FOR SUPPORTIVE SERVICES, THE HUMANITIES FOUNDATION HAS ESTABLISHED A RANGE OF STRATEGIC PARTNERSHIPS TO OFFER SERVICES SUCH AS HEALTH SCREENINGS, HEALTH EDUCATION PROGRAMS, AFTER-SCHOOL ACTIVITIES, YOUTH SUMMER CAMPS, MEALS, ON-SITE FOOD BANKS, AND COMMUNITY GARDENS. IN OUR HOUSING PROGRAM, WE'VE UNDERTAKEN VARIOUS PROJECTS: MAGNOLIA 61: A 60-UNIT APARTMENT COMPLEX DESIGNED FOR SENIORS AGED 55 AND OLDER LOCATED AT 1830 MAGWOOD DRIVE, CHARLESTON, SC. HAMPTON WEST APARTMENTS: A 41-UNIT APARTMENT DEVELOPMENT CATERING TO SENIORS AGED 55 AND OLDER WITH INCOMES AT OR BELOW 100% OF THE AREA MEDIAN INCOME, SITUATED AT 554 RUTLEDGE AVENUE, CHARLESTON, SC. SHADY GROVE APARTMENTS: A 72-UNIT APARTMENT COMPLEX CONSTRUCTED FOR SENIORS AGED 62 AND OLDER WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 1725 SAVAGE ROAD, CHARLESTON, SOUTH CAROLINA. SEVEN FARMS APARTMENTS: A 72-UNIT APARTMENT COMMUNITY CREATED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 305 SEVEN FARMS DRIVE AND DANIEL ISLAND DRIVE, CHARLESTON, SOUTH CAROLINA. IVY RIDGE APARTMENTS: A 72-UNIT APARTMENT DEVELOPMENT DESIGNED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 2215 GREENRIDGE ROAD, NORTH CHARLESTON, SOUTH CAROLINA. PINE HILL APARTMENTS: A 72-UNIT APARTMENT COMPLEX CONSTRUCTED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 117 YELLOW JASMINE ROAD, ORANGEBURG, SOUTH CAROLINA. GRANDVIEW APARTMENTS: A 72-UNIT APARTMENT BUILDING DESIGNED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 1850 MAGWOOD ROAD, CHARLESTON, SOUTH CAROLINA. WATERFORD VILLAGE: A 96-UNIT APARTMENT DEVELOPMENT CATERING TO FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 61 WATERFORD LOOP, STAUNTON, VIRGINIA. SEVEN FARMS VILLAGE: A 42-UNIT APARTMENT BUILDING CONSTRUCTED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 305 SEVEN FARMS DRIVE, CHARLESTON, SOUTH CAROLINA. ARBOR HILL SENIOR APARTMENTS: A 56-UNIT APARTMENT BUILDING CREATED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 388 EAST SHAMROCK, PINEVILLE, LOUISIANA. MONTAGUE TERRACE APARTMENTS: A 96-UNIT APARTMENT COMPLEX CONSTRUCTED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 28 MONTAGUE COURT, STUARTS DRAFT, VIRGINIA. REGENT PARK APARTMENTS: A 72-UNIT APARTMENT COMMUNITY DESIGNED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 680 WINDSOR LAKE WAY, COLUMBIA, SOUTH CAROLINA. THE GARDENS SENIOR APARTMENTS: A 55-UNIT APARTMENT BUILDING CREATED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 4949 HOOPER ROAD, BATON ROUGE, LOUISIANA. PUDDLEDOCK PLACE APARTMENTS: AN 84-UNIT APARTMENT COMPLEX CONSTRUCTED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 4270 ANNE TERRACE, PRINCE GEORGE, VIRGINIA. PUDDLEDOCK PLACE APARTMENTS II: A 72-UNIT APARTMENT DEVELOPMENT DESIGNED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT 1955 DENMARK SQUARE, PRINCE GEORGE, VIRGINIA. ASHLEIGH PLACE: AN 80-UNIT APARTMENT BUILDING CONSTRUCTED FOR SENIORS WITH INCOMES 50% AND 60% BELOW THE AREA MEDIAN INCOME, LOCATED AT TIMBER TRAIL ROAD, RICHMOND HILL, GA 31324. CAVALIER SENIOR APARTMENTS: AN 80-UNIT APARTMENT BUILDING DESIGNED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT CAVALIER DRIVE, PETERSBURG, VIRGINIA. MINTBROOK SENIOR APARTMENTS: AN 80-UNIT APARTMENT BUILDING CREATED FOR SENIORS WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT 4475 BACON STREET, BEALTON, VIRGINIA. CAVALIER APARTMENTS II: A 66-UNIT APARTMENT COMPLEX CONSTRUCTED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, LOCATED AT CAVALIER DRIVE, PETERSBURG, VIRGINIA. NEW POST APARTMENTS: A 102-UNIT APARTMENT DEVELOPMENT DESIGNED FOR FAMILIES WITH INCOMES 50% BELOW THE AREA MEDIAN INCOME, SITUATED AT FREDERICKSBURG, VIRGINIA. KESWICK SENIOR APARTMENTS: A 100-UNIT APARTMENT BUILDING FOR SENIORS WITH INCOMES RANGING FROM 20% TO 80% OF THE AREA MEDIAN INCOME AND TOTAL PROJECT-WIDE INCOME AVERAGING 60% BELOW THE AREA MEDIAN INCOME, LOCATED IN SPOTSYLVANIA,VIRGINIA. KESWICK APARTMENTS I: A 120-UNIT APARTMENT COMMUNITY FOR FAMILIES WITH INCOMES RANGING FROM 20% TO 80% OF THE AREA MEDIAN INCOME AND TOTAL PROJECT-WIDE INCOME AVERAGING 60% BELOW THE AREA MEDIAN INCOME, LOCATED IN SPOTSYLVANIA,VIRGINIA. KESWICK APARTMENTS II: A 116-UNIT APARTMENT BUILDING FOR FAMILIES WITH INCOMES RANGING FROM 20% TO 80% OF THE AREA MEDIAN INCOME AND TOTAL PROJECT-WIDE INCOME AVERAGING 60% BELOW THE AREA MEDIAN INCOME, LOCATED IN SPOTSYLVANIA,VIRGINIA. GLENWOOD RIDGE APARTMENTS: AN 82-UNIT APARTMENT COMPLEX FOR FAMILIES WITH INCOMES RANGING FROM 20% TO 80% OF THE AREA MEDIAN INCOME AND TOTAL PROJECT-WIDE INCOME AVERAGING 60% BELOW THE AREA MEDIAN INCOME, LOCATED IN RICHMOND, VIRGINIA. ARCHER SCHOOL APARTMENTS: AN 89-UNIT APARTMENT COMPLEX CURRENTLY UNDER CONSTRUCTION FOR SENIORS WITH INCOMES BELOW 80% AREA MEDIAN INCOME IN CHARLESTON, SOUTH CAROLINA. FORM 990, PAGE 2, PART III, LINE 4D RESIDENT SERVICES AND MARKETPLACE FOOD PROGRAM: OUR MARKETPLACE PROGRAM, OPERATED IN COLLABORATION WITH STRATEGIC PARTNERS LIKE LOCAL CHURCHES, SCHOOL DISTRICTS, FOOD PANTRIES, AND COMMUNITY ORGANIZATIONS, STRIVES TO ALLEVIATE FOOD INSECURITY. UTILIZING A FLEET OF SIX REFRIGERATED CARGO VANS AND COORDINATED EFFORTS BY DEDICATED STAFF, WE DISTRIBUTE FOOD TO APARTMENT RESIDENTS, ORGANIZE COMMUNITY DISTRIBUTIONS, AND ADDRESS FOOD DESERTS. SINCE ITS LAUNCH IN 2014, THE PROGRAM HAS DELIVERED OVER 5.1 MILLION POUNDS OF FRESH FOOD, EQUIVALENT TO ONE MEAL PER POUND. ADDITIONALLY, WE'RE ACTIVELY EXPANDING OUR TELEMEDICINE PROGRAM TO BRIDGE THE GAP CAUSED BY TRANSPORTATION CHALLENGES, ENABLING LOW-INCOME SENIORS TO CONNECT WITH THEIR HEALTHCARE PROVIDERS THROUGH VIDEO SERVICES FROM THE COMFORT OF THEIR HOMES. OUR TRANSPORTATION SERVICES NOT ONLY FACILITATE ACCESS TO COMMUNITY EVENTS, HEALTH FAIRS, AND EDUCATIONAL PROGRAMS BUT ALSO FOSTER A SENSE OF CAMARADERIE AMONG RESIDENTS DURING SHOPPING TRIPS. WE TAKE PRIDE IN OFFERING AFTER-SCHOOL AND SUMMER PROGRAMS THAT FEATURE A DIVERSE RANGE OF ACTIVITIES, INCLUDING EDUCATIONAL TOURS, ARTS AND CRAFTS, SPORTS AND RECREATION, ENTREPRENEURSHIP, TECHNOLOGY WORKSHOPS, AND MENTORING. THESE PROGRAMS ARE A TRIBUTE TO THE MEMORY OF REVEREND CLEMENTA PINCKNEY, A FERVENT ADVOCATE FOR EDUCATION AND YOUTH DEVELOPMENT. IN RESPONSE TO THE TRAGIC EVENTS OF 2015 AT THE MOTHER EMANUEL AME CHURCH IN CHARLESTON, SC, THESE INITIATIVES STAND AS A TESTAMENT TO OUR COMMITMENT TO COMMUNITY ENRICHMENT. IN THE WAKE OF THE COVID-19 PANDEMIC THAT EMERGED IN MARCH 2020, THE HUMANITIES FOUNDATION HAS INTENSIFIED ITS RESIDENT SERVICES AND COMMUNITY OUTREACH EFFORTS. TO DATE, WE'VE PROVIDED EMERGENCY FINANCIAL ASSISTANCE TO MORE THAN 55,000 FAMILIES, ENSURING THEIR ACCESS TO UTILITY SERVICES TO PREVENT DISCONNECTION OR EVICTION. OUR MARKETPLACE FOOD PANTRY PROGRAM HAS CONTRIBUTED TO OVER 5 MILLION DISTRIBUTED MEALS THROUGH MORE THAN 350 CURBSIDE FOOD DISTRIBUTIONS. FURTHERMORE, WE'VE ASSISTED RESIDENTS WITH INFORMATION ABOUT VIRTUAL HEALTHCARE OPTIONS, FINANCIAL SUPPORT, AND ACCESS TO TELECOMMUNICATIONS FOR REMOTE LEARNING, ACKNOWLEDGING THE EVOLVING NEEDS OF OUR COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 2 ANNE WYATT THE HUMANITIES FOUNDATION BOARD MEMBER PRESIDENT SISTERS CHERYL FERRARO, CPA THE HUMANITIES FOUNDATION BOARD MEMBER PRESIDENT EMPLOYEE OF FOUNDATION ELIZABETH R. DORAN THE HUMANITIES FOUNDATION BOARD MEMBER PRESIDENT DAUGHTER ROBERT DORAN THE HUMANITIES FOUNDATION EMERITUS MEM PRESIDENT HUSBAND FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PROVIDED TO MANAGEMENT FOR REVIEW AND COMMENT. ONCE COMPLETE IT IS RELEASED TO THE BOARD OF DIRECTORS FOR A COMMENT PERIOD. ONCE THE COMMENT PERIOD IS COMPLETE, AND ANY QUESTIONS ARE ADDRESSED, THE FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUESTED TO SIGN CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS PERFORMS PERIODIC SALARY STUDIES AND COMPARABILITY BETWEEN SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE APPROVES DIRECT AND CONTRACT SALARIES CHARGED TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF DIRECTORS PERFORMS PERIODIC SALARY STUDIES AND COMPARABILITY BETWEEN SIMILAR ORGANIZATIONS. THE FINANCE COMMITTEE APPROVES DIRECT AND CONTRACT SALARIES CHARGED TO THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 18 FORM 1023 AND FORM 990 ARE AVAILABLE AT THE FOUNDATION'S CORPORATE OFFICES AS WELL AS ON OTHER PUBLIC WEBSITES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. HF LAUREL HILL LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 030510123 HOUSING SC HUMANITIES HF NORTH CENTRAL LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 030396725 HOUSING SC 339347 HUMANITIES HF SEVEN FARMS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 320117105 HOUSING SC -249795 HUMANITIES HF SHADY GROVE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 030510110 HOUSING SC -76862 HUMANITIES HF SHIRES LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 352231374 HOUSING SC 276903 HUMANITIES HF TRANSPORTATION LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 TRANSPORT SC 137482 HUMANITIES FOUNDATION HF ARCHER BLOCKER LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 851032417 HOUSING SC 2000000 HUMANITIES HUMANITIES HOUSING INC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 571026781 HOUSING SC 501C 8 HUMANITIES false GRAND OAKS APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 571083934 HOUSING SC N/A false false HF MAGWOOD LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 582476837 HOUSING SC HUMANITIES RELATED false true IVY RIDGE APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 202797956 HOUSING SC N/A false false NORTH CENTRAL APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 010614402 HOUSING SC N/A false false PINE HILL APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 204327437 HOUSING SC N/A false false RUTLEDGE PLACE APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 571079691 HOUSING SC N/A false false SEVEN FARMS APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 161692908 HOUSING SC N/A false false SHADY GROVE APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 550821907 HOUSING SC N/A false false THE SHIRES APARTMENTS LP 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 550821907 HOUSING SC N/A false false ARBOR HILL SENIOR APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 453031550 HOUSING LA N/A false false THE GARDENS SENIOR APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 300741609 HOUSING LA N/A false false MONTAGUE TERRACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 272042704 HOUSING VA N/A false false REGENT PARK APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 272556910 HOUSING SC N/A false false SEVEN FARMS VILLAGE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 270256415 HOUSING SC N/A false false WATERFORD VILLAGE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 264819009 HOUSING VA N/A false false PUDDLEDOCK PLACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 461223521 HOUSING VA N/A false false EDENBROOK PARK LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 461241438 HOUSING VA N/A false false PUDDLEDOCK PLACE APARTMENTS II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 462251692 HOUSING VA N/A false false HFJDC EDENBROOK PARK LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 461211147 HOUSING SC HUMANITIES FOUNDATION INC false true CAVALIER SENIOR APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 472142472 HOUSING VA N/A false false MINTBROOK SENIOR APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 472128767 HOUSING VA N/A false false NEW POST APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 473275770 HOUSING VA N/A false false CAVALIER APARTMENTS II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 473268277 HOUSING VA N/A false false KESWICK SENIOR APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811595220 HOUSING VA N/A false false KESWICK APARTMENTS I LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811578599 HOUSING VA N/A false false GLENWOOD RIDGE APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811662989 HOUSING VA N/A false false KESWICK APARTMENTS II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 820617220 HOUSING VA N/A false false GRANDVIEW APARTMENTS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 HOUSING SC N/A false false ASHEIGH PLACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 HOUSING GA N/A false false HF ARCHER LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 850724790 HOUSING SC N/A false false AMERICAN STREET VENTURES LLC 474 WANDO PARK BLVD STE102 MT PLEASANT SC 29464 852968584 HOUSING SC N/A RELATED false true HF ARBOR HILL LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 453031430 HOUSING SC HUMANITIES C CORP 211614 false HF IVY LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 570952289 HOUSING SC HUMANITIES C CORP 693156 false HF PINE HILL LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 204335901 HOUSING SC HUMANITIES C CORP 515322 false HF RUTLEDGE INC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 571079689 HOUSING SC HUMANITIES S CORP -764605 false HF SEA ISLAND INC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 571121785 HOUSING SC HUMANITIES C CORP false HF ASHLEIGH PLACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 455482934 HOUSING SC HUMANITIES C CORP -98 false HF PUDDLEDOCK PLACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 461210500 HOUSING SC HUMANITIES FOUNDATION C CORP -266 false HF PUDDLEDOCK II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 462241800 HOUSING SC HUMANITIES FOUNDATION C CORP -186 false HF CAVALIER LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 472142321 HOUSING SC HUMANITIES FOUNDATION C CORP -168 false HF CAVALIER II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 473268201 HOUSING SC HUMANITIES FOUNDATION INC C CORP -154 false HF NEW POST LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 473275645 HOUSING SC HUMANITIES FOUNDATION INC C CORP -140 false HF MINTBROOK LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 472128389 HOUSING SC HUMANITIES FOUNDATION INC C CORP -182 false HF GARDENS LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 455551150 HOUSING SC HUMANITIES FOUNDATION INC C CORP 4908 false HF KESWICK LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811542385 HOUSING VA N/A C CORP -151 false HF GLENWOOD LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811612229 HOUSING SC N/A C CORP 822 false HF KESWICK II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 820617098 HOUSING VA N/A C CORP 776 false HF KESWICK SENIOR LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 811555677 HOUSING VA N/A C CORP -73 false HFJDC PUDDLEDOCK II LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 462241800 HOUSING SC N/A C CORP -186 false HF WATERFORD LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 264818954 HOUSING SC N/A C CORP false HFJDC PUDDLEDOCK PLACE LLC 474 WANDO PARK BLVD STE 102 MT PLEASANT SC 29464 461210500 HOUSING SC N/A C CORP -266 false true false true false true false false false false false false true false false false false false true true IVY RIDGE APARTMENTS LP A 64726 CONTRACT TERMS PINE HILL APARTMENTS LP A 54460 CONTRACT TERMS SEVEN FARMS APARTMENTS LP A 72753 CONTRACT TERMS SHADY GROVE APARTMENTS LP A 24493 CONTRACT TERMS SEVEN FARMS VILLAGE LLC A 25791 CONTRACT TERMS CAVALIER SENIOR APARTMENTS LLC A 55610 CONTRACT TERMS CAVALIER APARTMENTS II LLC A 40989 CONTRACT TERMS PUDDLEDOCK PLACE LLC A 35000 CONTRACT TERMS KESWICK APARTMENTS II LLC A 15000 CONTRACT TERMS KESWICK APARTMENTS I LLC A 15000 CONTRACT TERMS GLENWOOD RIDGE APARTMENTS LLC A 35000 CONTRACT TERMS NEW POST APARTMENTS LLC A 11365 CONTRACT TERMS GRAND OAKS APARTMENTS LP D 2028664 AMORTIZED VALUE & ACC INT IVY RIDGE APARTMENTS LP D 1971947 AMORTIZED VALUE & ACC INT PINE HILL APARTMENTS LP D 1384139 AMORTIZED VALUE & ACC INT RUTLEDGE PLACE APARTMENTS LP D 2342014 AMORTIZED VALUE & ACC INT SEVEN FARMS APARTMENTS LP D 2412879 AMORTIZED VALUE & ACC INT SHADY GROVE APARTMENTS LP D 1328891 AMORTIZED VALUE & ACC INT SEVEN FARMS VILLAGE LLC D 310690 AMORTIZED VALUE & ACC INT WATERFORD VILLAGE LLC D 550000 AMORTIZED VALUE MONTAGUE TERRACE LLC D 550000 AMORTIZED VALUE PUDDLEDOCK PLACE LLC D 745842 AMORTIZED VALUE & ACC INT CAVALIER SENIOR APARTMENTS LLC D 801451 AMORTIZED VALUE & ACC INT CAVALIER APARTMENTS II LLC D 943810 AMORTIZED VALUE & ACC INT GLENWOOD RIDGE APARTMENTS LLC D 621527 AMORTIZED VALUE & ACC INT KESWICK APARTMENTS II LLC D 531685 AMORTIZED VALUE & ACC INT NEW POST APARTMENTS LLC D 197438 AMORTIZED VALUE & ACC INT ARCHER APARTMENTS LLC D 4894233 AMORTIZED VALUE & ACC INT KESWICK APARTMETNS I LLC D 539904 AMORTIZED VALUE & ACC INT JDC MANAGEMENT LLC E 201586 PAYABLE COST VALUE JDC RESIDENTIAL LLC E 303695 PAYABLE COST VALUE QUANTUM BUILDERS LLC E 1411 PAYABLE COST VALUE JDC MANAGEMENT LLC M 197900 COST ARCHER APARTMENTS LLC S 356728 DEV FEE OUTSTANDING CAVLIER APARTMENTS II LLC S 334206 DEV FEE OUTSTANDING GLENWOOD RIDGE APARTMENTS LLC S 328969 DEV FEE OUTSTANDING NEW POST APARTMENTS LLC S 128240 DEV FEE OUSTANDING KESWICK APARTMENTS I LLC S 316062 DEV FEE OUTSTANDING KESWICK APARTMETNS II LLC S 199506 DEV FEE OUTSTANDING KESWICK SENIOR APARTMENTS LLC S 459402 DEV FEE OUTSTANDING VALUE CAVALIER SENIOR APARTMENTS LLC S 119400 DEV FEE OUTST & ACC INT THE GARDENS SENIOR APARTMENTS LLC S 43291 DEV FEE OUTSTANDING VALUE THE GARDENS SENIOR APARTMENTS LLC S 30908 ADVANCE RECEIVABLE GRAND OAK APARTMENTS LP S 28498 ADVANCE RECEIVABLE IVY RIDGE APARTMENTS LP S 6110 ADVANCES RECEIVABLE PINE HILL APARTMENTS LP S 569439 ADVANCES RECEIVABLE RUTLEDGE PLACE APARTMENTS LP S 1557757 ADVANCES RECEIVABLE KESWICK APARTMENTS II LLC S 62904 ADVANCES RECEIVABLE KESWICK APARTMENTS LLC S 44429 ADVANCES RECEIVABLE KESWICK SENIOR APARTMENTS LLC S 294009 ADVANCES RECEIABLE NEW POST APARTMENTS LLC S 384853 ADVANCES RECEIVABLE GLENWOOD RIDGE APARTMENTS LLC S 179625 ADVANCES RECEIVABLE SEVEN FARMS APARTMENTS LP S 236680 ADVANCES RECEIVABLE HUMANITIES HOUSING S 522765 ADVANCES RECEIVABLE ARBOR HILL SENIOR APARTMENTS LLC S 19000 ADVANCES RECEIVABLE AMERICAN STREET VENTURES LLC S 64321 ADVANCES RECEIVABLE CAVALIER APARTMENTS II LLC S 248493 ADVANCES RECEIVABLE CAVALIER SENIOR APARTMENTS LLC S 8000 ADVANCES RECEIVABLE PUDDLEDOCK PLACE LLC S 15000 ADVANCES RECEIVABLE PUDDLEDOCK PLACE APARTMENTS II LLC S 15000 ADVANCES RECEIVABLE ASHLEIGH PLACE LLC S 901 ADVANCES RECEIVABLE ARCHER APARTMENTS LLC R 85539 ADVANCES PAYABLE