2024-03-29T13:02:13-07:00 2023-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2023-01-01 752774884 Elbert W Rogers Foundation ELBE 8642500027 1805 East North Street Greenville SC 29607 Charles Alexander Lee President 2024-03-29 true Charles Alexander Lee 999009999 true Evelyn H Moses P01400635 2143612323 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2355957 X X 676 676 43821 43821 -15617 12662 28880 44497 14500 1800 12700 3225 1613 1612 11073 11073 100 3000 3000 31898 14486 17312 88960 88960 120858 14486 106272 -91978 30011 206897 143076 143076 1226173 1197894 2137446 82940 82940 74080 1233 1355 1355 1517243 1425265 2355957 0 X 1517243 1425265 1517243 1425265 1517243 1425265 1517243 -91978 1425265 1425265 publicly traded securities P 2001-01-01 2023-12-31 12662 28279 -15617 -15617 -15617 417 417 417 547 547 130 130 false false false false false false false true true SC TX true false false false false true N/A Charles A Lee 8642500027 1805 East North Street Greenville SC 29607 false false false false true false false false false false false false false false false false false false false false false false Charles Alexander Lee 1805 East North Street Greenville SC 29607 President 2.00 5000 Elizabeth Marr Lee 1805 East North Street Greenville SC 29607 Secretary/VP 2.00 4000 Tracey B Mulvaney 1805 East North Street Greenville SC 29607 Director 0.25 0 Thomas H Oswald 1805 East North Street Greenville SC 29607 Director 1.00 1500 Natalie Lee 1805 East North Street Greenville SC 29607 Director 2.00 4000 NONE NONE 2034576 175474 0 2210050 0 2210050 33151 2176899 108845 108845 417 417 108428 108428 108428 106272 106272 108428 106022 106272 106022 0 250 108178 X Greenville County Youth Orchestra 102 Pine Knoll Dr Greenville SC 29609 N/A PC General operating support 1000 Greenville Symphony Association 200 S Main Street Greenville SC 29601 N/A PC General operating support 1500 International Ballet 1018 S Batesville Rd Suite 1CD Greer SC 29650 N/A PC Towards Swan Lake sponsorship ($10,000) and the Last Defector Film Project ($25,000) 35000 Metropolitan Arts Council 16 Augusta St Greenville SC 29601 N/A PC Towards the Endowment for the Arts 10000 Nat'l Fed of Music ClubsMCOGreenvil 8 Badger Dr Taylors SC 29687 N/A PC General operating support 3000 Pan Harmonia P O Box 18342 Asheville NC 28814 N/A PC Concert Series season support 1500 Peace Center Foundation 300 South Main Street Greenville SC 29601 N/A PC General operating support 1500 Warehouse Theatre 37 Augusta St Greenville SC 29601 N/A PC Towards I Pay What I Can Sunday shows 2500 Rivertree Singers 2204 Dellwood Dr Greenville SC 29609 N/A PC Choral Concert Season support 1000 Service Dogs for Veterans P O Box 965 Taylors SC 29687 N/A PC Towards training service dogs for disabled veterans 1000 Philanthropy Southeast 100 Peachtree Street Suite 2080 Atlanta GA 30303 N/A PC Towards annual membership 660 Greenville Youth Chorale 102 Pine Knoll Drive Greenville SC 29609 N/A PC General operating support 1000 Greenville Chataqua P O Box 9571 Greenville SC 29604 N/A PC Festival support ($1,500) and Music for shows ($5,000) 6500 Guild of the Greenville Symphony 225 S Pleasantburg Dr 811-1 Greenville SC 29607 N/A PC General operating support 500 Upstate International Center 9 S Memminger St Greenville SC 29601 N/A PC Support for International Month 1500 Greenville Concert Band P O Box 6984 Greenville SC 29606 N/A PC Season support 2500 Community FndGr Greenville 630 E Washington St Greenville SC 29601 N/A PC Towards Chris and Kelly's Hope and general operating 3500 South Carolina Children's Theatre 153 Augusta Street Greenville SC 29601 N/A PC Pay What You Can Sponsor 6000 Community FndGr Greenville 603 E Washington St Greenville SC 29601 N/A PC Towards Greenville Women's Giving Fund 1300 Temple of Israel 400 Spring Forest Rd Greenville SC 29615 N/A PC Sponsor Music on Sunday 25th anniversary season 2500 Triune Mercy Center P O Box 3844 Greenville SC 29608 N/A PC Relief and aid for disadvantaged population 1000 Foothills Philharmonic P O Box 3001 Greenville SC 29602 N/A PC Season support 2500 GirlupGVL P O Box 1446 Greenville SC 29609 N/A PC Support for basketball camp 1500 88960 14 676 14 43821 18 -15617 28880 28880 false false false false false false false false false false Tax preparation 3225 1613 0 1612 20,000 par Morgan Stanley Var 19700 11543 20,000 par Vodafone Group 22673 21673 25,000 par HP, Inc. 25610 26425 15,000 par Bertie Cnty NC 14957 14439 450 shs Aecom 16120 41594 450 shs Apple Inc. 23249 86638 400 shs Bristol-Myers Squibb 12773 20524 700 shs Carrier Global Corp 26555 40215 205 shs Caterpillar Inc. 17622 60612 505 shs Cheniere Energy Inc. 23551 86209 343 shs Chevron Corp 36140 51162 611 shs Cisco Systems Inc. 16374 30868 216 shs Costco Wholesale Co 47611 142577 478 shs Dupont De Nemours Inc. 27856 36773 175 shs FedEx Corp 11912 44270 300 shs IBM Corp 40664 49065 150 shs Illinois Tool Works 30222 39291 750 shs Intel Corp 17206 37687 381 shs JPMorgan Chase & Co 15580 64808 1320 shs Keycorp Inc. 30019 19008 425 shs Lennar Corp 20800 63342 606 shs Merck & Co 44660 65412 151 shs Microsoft Corp 4732 68063 181 shs Morgan Stanley 25257 24245 600 shs Newmont Corp 35842 24834 400 shs Nike Inc. 30160 43428 535 shs Oracle Corp 11803 56405 1000 shs Pfizer Inc. 26842 28790 450 shs Southern Copper Corp D F 23550 38731 360 shs Target Corp 30686 51271 325 shs The Coca Cola Company 14892 19152 680 shs TJX Companies 30587 63791 895 shs Verizon Communications 31603 33742 195 shs Vulcan Materials Com 36857 44267 240 shs Walmart Inc. 33478 37836 830 shs Communcat Svs Slct Sec 39242 60308 1250 shs Global X Robotics Artfcl 31501 35625 860 shs Invesco Global Water 12628 33996 138 shs Invesco QQQ Trust 15562 56514 300 shs iShares Biotechnology 36762 40755 160 shs iShares Expanded Tch Stw 18916 64902 160 shs iShares MSCI Japa 33948 36688 2700 shs Strategas Macro Thematic 66987 62232 860 shs Vanguard FTSE Emerging Mkts 29729 35346 500 shs Vanguard FTSE Pacific 29806 36015 490 shs Vanguard Small Cap Growth 59344 118467 600 shs Iron Mtn Inc. 28266 41988 Dividends receivable 1233 1355 1355 North Street Concert House expenses 3000 3000 Schwab investment management fee 11073 11073 0 0 Excise tax paid 100