2024-05-13T07:33:10-05:00 2023-12-31 203911651 SUGGS JOHNSON LLC 107 EDGEBROOK DRIVE ANDERSON SC 29621 990PF 2023-01-01 582441508 O PERRY EARLE JR & LOUISE JORDAN EARLE F FOUNDATION C/O O PERRY EARLE III TRUSTE OPER 8649179700 1405 COACHMAN DRIVE FOUNTAIN INN SC 296444530 O PERRY EARLE III TRUSTEE 8649189700 2024-05-09 1 O PERRY EARLE III XXX-XX-XXXX 1 BRIAN L JOHNSON P00134485 8642260306 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3774613 X X 51608 51608 165318 606126 165318 4261 4261 221187 221187 0 0 0 1365 1365 0 288 288 0 32077 32077 0 33730 33730 0 134800 134800 168530 33730 134800 52657 187457 86709 70967 70967 2416779 2560464 3703646 2503488 2631431 3774613 0 0 X 2503488 2631431 0 0 0 0 2503488 2631431 2503488 2631431 2503488 52657 75289 2631434 3 2631431 UBS 20087 PUBLICLY HELD SECURITIES 2023-02-15 2023-11-09 10067 8269 1798 1798 UBS 20087 PUBLICLY HELD SECURITIES 2016-07-28 2023-11-16 164622 85744 78878 78878 UBS 20089 PUBLICLY HELD SECURITIES 2023-05-09 2023-11-09 2690 2624 66 66 UBS 20089 PUBLICLY HELD SECURITIES 2019-12-17 2023-10-10 103409 70675 32734 32734 UBS 20090 PUBLICLY HELD SECURITIES 2022-12-21 2023-09-11 1430 1576 -146 -146 UBS 20090 PUBLICLY HELD SECURITIES 2019-03-27 2023-09-11 133266 60789 72477 72477 UBS 20091 PUBLICLY HELD SECURITIES 2019-08-09 2023-09-11 68335 72803 -4468 -4468 UBS 30162 PUBLICLY HELD SECURITIES 2022-10-19 2023-10-27 3529 4001 -472 -472 UBS 30162 PUBLICLY HELD SECURITIES 2021-06-21 2023-10-27 118778 134327 -15549 -15549 165318 2606 0 2606 0 2606 880 0 0 0 880 0 1726 0 0 0 0 0 0 0 0 0 0 0 1 SC 1 0 0 0 0 1 N/A O PERRY EARLE III 8649189700 1405 COACHMAN DRIVE FOUNTAIN INN SC 296444530 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O PERRY EARLE III 1405 COACHMAN DRIVE FOUNTAIN INN SC 29644 TRUSTEE 0.50 0 0 0 LOUISE EARLE OXNER 204 CHADDINGTON DRIVE GREENVILLE SC 29607 TRUSTEE 0.25 0 0 0 FLETCHER JORDAN EARLE 429 EAST PARKINS MILL ROAD GREENVILLE SC 29607 TRUSTEE 0.25 0 0 0 GWINN EARLE KNEELAND 605 ASHETON WAY SIMPSONVILLE SC 29681 TRUSTEE 0.25 0 0 0 P EARLE OXNER 223 MCDONALD AVENUE GREENVILLE SC 29609 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 3469057 78233 0 3547290 0 0 3547290 53209 3494081 174704 174704 2606 2606 172098 0 172098 0 172098 134800 0 134800 172098 134751 0 0 134800 134751 0 0 49 0 0 0 0 0 0 0 0 172049 0 0 0 F JORDAN EARLE TRUSTEE 429 EAST PARKINS MILL ROAD GREENVILLE SC 29607 8644145837 JEARLEINC@GMAIL.COM APPLICANTS SEND WRITTEN INQUIRIES TO MR. JORDAN EARLE & GRANT REQUEST FORMS AND RELATED MATERIALS WILL BE PROVIDED TO QUALIFIED APPLYING ORGANIZATIONS ON OR BEFORE MAY 31ST OF EACH YEAR FOR CONSIDERATION DURING THE SUBSEQUENT THREE MONTHS. TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3). CANTERBURY COUNSELING CENTER 7 PETTIGRU STREET GREENVILLE SC 29601 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 6800 FAITH MEMORIAL CHAPEL CEDAR MOUNTAIN NC PO BOX 10444 GREENVILLE SC 29603 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 10000 UNITED WAY 105 EDINBURG COURT GREENVILLE SC 29607 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 10000 SERVANTS FOR SIGHT PO BOX 2122 GREENVILLE SC 29602 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 3000 YOUTH BASE 103 S TEXAS AVENUE GREENVILLE SC 29611 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 5000 THE CITADEL FOUNDATION 171 MOULTRIE STREET CHARLESTON SC 29409 NONE TO FULFILL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, EDUCATIONAL, OR CULTURAL OBJECTIVES OF THE 501(C)(3) CHARITY 100000 134800 0 14 51608 18 165318 EXCISE TAX REFUND 14 4261 0 221187 0 221187 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX RETURN PREPARATIONS 1365 1365 0 UBS LONDON - LG CAP AT COST 604080 867292 UBS OAK RIDGE - ALL CAP GWTH AT COST 262638 562756 UBS TCW - LG CAP GWTH AT COST 229594 483899 UBS KAYNE ANDERSON - SM CAP VALUE AT COST 428003 669837 UBS EDGE - SM CAP VALUE AT COST 854904 938017 UBS VANGUARD EFT - LG CAP VALUE AT COST 181245 181845 ROUNDING 3 UBS MANAGED PORTFOLIO MANAGEMENT FEES 32025 32025 0 FEES - ADR, ETC 52 52 0 EXCISE TAX REFUND 4261 4261 4261 CORRECTION OF PRIOR YEAR BALANCES 75289 UBS MANAGED PORTFOLIOS FOREIGN TAXES 288 288 0