2024-05-07T13:21:58-04:00 2023-12-31 582354055 SOLOMON HARDWICK & HARDWICK LLC 525 FOLLY RD STE 201 CHARLESTON SC 29412 990PF 2023-01-01 860385802 CLIFTON E BLOOM HUDSON FOUNDATION CLIF 8432036681 4029 GIFT BLVD JOHNS ISLAND SC 29455 MARY M BLOOM PRESIDENT/TREASURER 8432036681 2024-05-06 true MARY BLOOM XXX-XX-XXXX true KATHERINE L HARDWICK CPA P01241306 8434066680 2024-05-06 X 2023 2023-04-26 12:10:37Z X 1140437 X X 14685 14685 39873 39002 17671 407270 17671 72229 71358 27600 6900 2625 2006 50 125 125 11329 11329 41729 20360 0 60000 60000 101729 20360 60000 -29500 50998 14283 13163 13163 11334 2625 2625 428411 230629 108084 372766 211197 742482 751883 895854 866354 1140437 0 X 978981 895854 -83127 -29500 895854 866354 895854 866354 895854 -29500 866354 866354 AB MUNICIPAL BOND INFLATION STR FD P 2023-06-14 430 429 1 1 EATON VANCE NATL LTD MAT MUNI FD P 2023-06-14 522 523 -1 -1 VANGUARD ULTRA-SHORT TERM BD FD P 2023-03-28 2392 2377 15 15 VANGUARD LONG TERM INVT GRADE FD P 2023-11-08 62502 67873 -5371 -5371 AT&T INC P 2021-12-01 2023-02-22 19340 17160 2180 2180 AB MUNICIPAL BOND INFLATION STR FD P 2023-06-14 19268 20109 -841 -841 EATON VANCE NATL LTD MAT MUNI FD P 2023-06-14 19093 20120 -1027 -1027 QUALLCOMM INC P 2020-08-07 2023-02-01 134761 108998 25763 25763 SPDR BLACKSTONE SENIOR LOAN ETF P 2022-01-22 2023-06-14 18264 20116 -1852 -1852 VANGUARD ULTRA-SHORT TERM BD FD P 2023-03-28 130698 131894 -1196 -1196 17671 -5356 709 709 709 709 false false false false false false false true true CO SC true false false false false true N/A MARY M BLOOM 8432036681 4029 GIFT BLVD JOHNS ISLAND SC 29455 false false false false false false false false false false false false false false false false false false false false MARY M BLOOM 4029 GIFT BLVD JOHNS ISLAND SC 29455 PRESIDENT/TR 10.00 15600 0 0 CATHERINE E BLOOM 4029 GIFT BLVD JOHNS ISLAND SC 29455 VICE-PRES/SE 3.00 12000 0 0 NONE NONE N/A 1138570 37821 0 1176391 1176391 17646 1158745 57937 57937 709 709 57228 57228 57228 60000 60000 57228 29394 60000 29394 30606 26622 X TUNNEL TO TOWERS FOUNDATION 2361 HYLAND BLVD STATEN ISLAND NY 10306 SUPPORT MILITARY & FIRST RESPONDERS 30000 WOUNDED WARRIORS PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 SUPPORT WOUNDED SOLDIERS 30000 60000 14 14685 14 39873 18 17671 72229 72229 false false false false false false false false false false INDIRECT ACCOUNTING FEES 2625 2006 AT&T INC DUKE ENERGY 19594 93741 ORION OFFICE REIT 7318 2059 QUALCOMM REALTY INCOME CORP 21746 206712 SHELL 54180 67511 WARNER BROS DISCOVERY 5246 2743 EXCHANGE TRADED FUND AT COST MUTUAL FUNDS AT COST 586270 595185 PREFERRED SECURITIES AT COST 16841 17327 UBS SELECT PRIME PREFERRED FD AT COST 138344 138344 TIMIND DIFFERENCE (RECEIVABLE) AT COST 1027 1027 EXPENSES DUES & SUBSCRIPTIONS 720 720 MANAGEMENT FEE 10609 10609 INDIRECT OTHER PROFESSIONAL FEES 50 INVESTMENT INCOME TAX 125 125