2025-03-10T17:51:02-07:00 2024-12-31 464320011 WardPlan LLC 226 Alender Way Simpsonville SC 29681 990PF 2024-01-01 586340729 The Laura E DuPont Foundation LAUR 8643802205 PO Box 8099 Greenville SC 29604 Charles P Johnston Trustee 2025-03-10 true true William Ward P01061048 8283293214 X 2024 2025-03-06 01:10:19Z X 5252099 X X 113807 113807 224097 2082591 224271 1256 339160 338078 5000 2500 2500 65181 65181 12304 5821 82485 73502 2500 226000 226000 308485 73502 228500 30675 264576 209663 146193 146193 31575 10775 10775 301219 322188 296913 2882183 3018481 4401069 442983 408268 389772 8874 7377 7377 3876497 3913282 5252099 0 X 3876497 3913282 3876497 3913282 3876497 3913282 3876497 30675 6263 3913435 153 3913282 UBS Accounts Marketable Securities ST P 2001-01-01 2024-12-31 913932 965485 -51553 -51553 UBS Accounts Marketable Securities LT P 2001-01-01 2024-12-31 1168170 893009 275161 275161 Capital Gain Dividends 489 Wash Sale 174 224271 3678 3678 3678 2000 2000 X 5 1683 0 false false false false false false false true true SC true false false false false true N/A Jackie Church 8643802205 PO Box 8099 Greenville SC 29604 false false false false false false false false false false false false false false false false false false false false false false James S Johnston Jr PO Box 714 Georgetown SC 29442 Trustee 0.00 0 Charles P Johnston 5201 Rio Vista Knoxville TN 37919 Trustee 0.00 0 Ellis M Johnston III 3330 State St San Diego CA 92103 Trustee 0.00 0 NONE NONE 5010772 255306 0 5266078 0 5266078 78991 5187087 259354 259354 3678 3678 255676 255676 255676 228500 228500 255676 6042 6042 228500 0 228500 6042 6042 21134 X Greenville Area Parkinson Society PO Box 6506 Greenville SC 29606 PC General Operating Fund 16650 San Diego Zoo Wildlife Alliance PO Box 120551 San Diego CA 92112 PC General Operating Funds 13325 Clean Air Task Force 114 State Street 6th Fl Boston MA 02109 PC General Operating Funds 13325 Greenville Arts Festival 101 B Augusta St Greenville SC 29601 PC General Operating Fund 13350 All Saints Church 3560 Kings River Rd Pawleys Island SC 29585 PC Rectors Discretion Fund 25000 Breakthrough T1D JDRF 3504 Highway 153 19 Greenville SC 29611 PC General Operating Funds 4000 Teach My People PO Box 2848 Pawleys Island SC 29585 PC General Operating Fund 8000 Friendship Place PO Box 282 Georgetown SC 29442 PC General Operating Fund 5000 Students in the Word PO Box 163 Pawleys Island SC 29585 PC General Operating Fund 5000 Brookgreen Gardens PO Box 3368 Pawleys Island SC 29585 PC Huntington Society 5000 Nemours Wildlife Foundation 161 Nemours Plantation Rd Yemassee SC 29945 PC General Operating Fund 5000 The Family Justice Center of George PO Box 366 Georgetown SC 29442 PC General Operating Fund 4000 The Billfish Foundation PO Box 8787 Fort Lauderdale FL 33310 PC General Operating Fund 2000 Community Foundation of Henderson C 401 N Main Street Ste 300 Hendersonville NC 28792 PC The Great Day Fund 1000 Street Hope PO Box 1170 Powell TN 37849 PC General Operating Fund 20000 With Inc 122 W Glenwood Ave Knoxville TN 37917 PC General Operating Fund 10000 Knoxville International Network PO Box 31052 Knoxville TN 37930 PC General Operating Fund 10000 Campus Crusaders for Life PO Box 628222 Orlando FL 32862 PC General Operating Fund 15000 Center for English Int'l Services PO Box 52311 Knoxville TN 37950 PC General Operating Fund 6000 Children In Christ 6608 N Western Ave Oklahoma City OK 73116 PC General Operating Fund 5000 Christ Church Episcopal School 245 Cavalier Dr Greenville SC 29607 PC Build the Future Fund 10000 Idefine 925B Peachtree NE Suite 2173 Atlanta GA 30309 PC General Operating Fund 13350 A Father's Place 1800 Race Path Ave Conway SC 29527 PC General Operating Fund 2000 YMCA of Coastal Carolina 5000Claire Chapin Epps Dr Myrtle Beach SC 29577 PC Tidelands Health & Hope Possibility Fund 4000 Midtown Fellowship 2415 12th Ave S Nashville TN 37204 PC Living a Legacy Campaign 5000 Prince George Winyah Parish Church 301 Screven Street Georgetown SC 29440 PC Capital Fund 5000 226000 14 113807 14 1256 18 224097 339160 339160 false false false false false false false false false false Accounting Fees 5000 2500 0 2500 Accrued Income 5924 7377 7377 UBS Book vs Tax Differences 153 Other Investment Income 1256 PY Tax Fee Reimbursement 2950 UBS Cost Basis Adjustments 2139 UBS Nondividend Distributions 1174 UBS Investment Management 65181 65181 0 0 Federal Excise Taxes 6483 Foreign Taxes Paid 5821 5821