2024-08-02T09:59:20-05:00 2023-12-31 570783795 SWAIMBROWN PA PO BOX 6404 SPARTANBURG SC 29304 990PF 2023-01-01 570989702 GREENLEAF FOUNDATION INC GREE 8649212009 951 S PINE ST SUITE 100 SPARTANBURG SC 29302 ROBERT E CALDWELL SR CHAIRMAN 8645737341 2024-07-15 1 1 VALERIE W HEYDE P01301332 8645850176 2024-07-15 2023 2024-08-08 14:25:15Z X 4629117 X X 5269 5269 60334 60334 -523000 1317380 0 7732 7732 0 -449665 73335 0 35417 0 0 0 21468 18759 0 0 61323 43776 0 0 118208 62535 0 0 57983 57983 176191 62535 0 57983 -625856 10800 0 623044 1223249 1223249 1500 1500 1500 1500 2319471 2001061 3067427 36785 253443 247690 1205240 87927 87927 2798 2798 10340 1324 1324 4196380 3568504 4629117 2020 2020 0 X 0 0 0 0 4194360 3568504 4194360 3568504 4196380 3568504 4194360 -625856 0 3568504 0 3568504 T2 OPPORTUNITY FUND IV P 2023-12-31 21865 21865 21865 KOVITZ - ST P 2023-12-31 15060 17377 -2317 -2317 KOVITZ - LT P 2023-12-31 295710 224084 71626 71626 RODEO BEACH PROPERTY P 2023-12-31 475179 1061722 -586543 -586543 T2 OPPORTUNITY FUND III P 2023-12-31 11758 -11758 -11758 CHARLES SCHWAB - CAPITAL GAINS DIST. P 2023-12-31 58 58 58 SCHWAB P 2023-05-31 509508 474678 34830 34830 TRIANGLE ANGEL P 2023-12-31 4240 -4240 -4240 SGI AFRICA P 2023-12-31 41247 -41247 -41247 TRIANGLE ANGEL P 2023-12-31 5274 -5274 -5274 -523000 150 0 150 0 150 2040 0 0 0 2040 0 1890 1890 0 0 0 0 0 0 0 0 0 1 1 0 1 1 SC 1 0 0 0 0 1 N/A ROBERT E CALDWELL SR 8645737341 951 S PINE STREET SPARTANBURG SC 29302 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT E CALDWELL SR 951 SOUTH PINE STREET SPARTANBURG SC 29302 CHAIRMAN 0.00 0 0 0 SYLVIA R CALDWELL 951 SOUTH PINE STREET SPARTANBURG SC 29302 VICE-CHAIRMAN 0.00 0 0 0 HUGH H BRANTLEY 951 SOUTH PINE STREET SPARTANBURG SC 29302 DIRECTOR 0.00 0 0 0 ROBERT E CALDWELL JR 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 0.00 0 0 0 SARAH CALDWELL 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 0.00 0 0 0 MARK JOHNSON 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 0.00 0 0 0 KATHLEEN CALDWELL-JOHNSON 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 1.86 0 0 0 T DODD CALDWELL 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 0.00 0 0 0 BEN CALDWELL 951 SOUTH PINE STREET SPARTANBURG SC 29302 ASSOCIATE DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 3481348 1046340 307338 4835026 0 0 4835026 72525 4762501 238125 238125 150 2634 2784 235341 0 235341 0 235341 57983 0 57983 235341 0 0 739672 739672 57983 0 0 0 57983 0 177358 177358 562314 0 0 0 0 0 0 562314 0 ROBERT E CALDWELL SR 951 S PINE STREET SUITE 100 SPARTANBURG SC 29302 8645159515 WRITTEN REQUEST WITH ASSURANCE THAT APPLICANT HAS 501(C)(3) STATUS. NONE. NONE. JUMPSTART SC 951 S PINE STREET SPARTANBURG SC 29302 PUBLIC CHARITY IN-KIND CONTRIBUTIONS OF CONTRACT LABOR FOR ADMINISTRATIVE WORK AND DIRECTOR SALARY 39664 JUMPSTART USA 951 S PINE STREET SPARTANBURG SC 29302 PUBLIC CHARITY IN-KIND CONTRIBUTIONS OF ADMINISTRATIVE SUPPORT AND DIRECTOR SALARY. REIMBURSEMENT OF ADMINISTRATIVE FEES. 18284 SC CHRISTIAN FOUNDATION 198 WHITE START PT SPARTANBURG SC 29304 PUBLIC CHARITY IN-KIND CONTRIBUTION 35 57983 0 14 5269 14 60334 14 7732 18 -523000 0 -449665 0 -449665 4 INVESTMENT INCOME USED TO FUND CHARITABLE GRANTS 5 INVESTMENT INCOME USED TO FUND CHARITABLE GRANTS 7 INVESTMENT INCOME USED TO FUND CHARITABLE GRANTS 8 INVESTMENT INCOME USED TO FUND CHARITABLE GRANTS 0 0 0 0 0 0 0 0 0 0 KOVITZ - MUNICIPLE BONDS 15060 14656 KOVITZ - US TREASURIES 31618 32844 KOVITZ - CORPORATE BONDS 206765 200190 CHARLES SCHWAB 1023601 1718807 KOVITZ 977460 1348620 T2 OPPORTUNITY FUND III AT COST 9176 9176 THE NEXT BIG THING AT COST 25616 25616 T2 OPPORTUNITY FUND IV AT COST 53135 53135 OTHER ASSETS 10340 1324 1324 PORTFOLIO MANAGEMENT FEE 22554 22554 0 0 BANK SERVICE CHARGES 163 0 0 0 QUICKBOOKS PR FEE 605 0 0 0 OFFICE SUPPLIES 166 0 0 0 POSTAGE & DELIVERY 291 0 0 0 DUES & SUBSCRIPTIONS 265 0 0 0 MEALS 93 0 0 0 MISCELLANEOUS 15 0 0 0 LEGAL FEES 9141 0 0 0 MISC STOCK FEES 2 2 0 0 CONTRACT - ADMINSTRATIVE 6798 0 0 0 DEDUCTIONS - FROM K-1 T2 III 1912 1912 0 0 DEDUCTIONS - FROM K-1 T2 IV 1346 1346 0 0 DEDUCTIONS - FROM K-1 TRIANGLE ANGEL PARTNERS 620 620 0 0 DEDUCTIONS - FROM K-1 SGI AFRICA 3822 3822 0 0 DEDUCTIONS - THE NEXT THING 10 0 0 0 LOSS - FROM K-1 T2 IV 9043 9043 0 0 LOSS - FROM K-1 T2 IV 4474 4474 0 0 LOSS - FROM K-1 SGI AFRICA 3 3 0 0 PASSTHROUGH INCOME - THE NEXT THING 7417 7417 PASSTHROUGH INCOME - TRIANGLE ANGEL PARTNERS 36 36 PASSTHROUGH INCOME - PORTFOLIO INCOME - T2 IV 279 279 FOREIGN TAXES PAID 379 379 0 0 TAXES 18380 18380 0 0 PAYROLL TAXES 2709 0 0 0