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2020-08-21 2024-11-26 963 1004 -41 -41 13 SHS MAXIMUS INC P 2020-08-24 2024-11-26 963 1014 -51 -51 1 SHS MAXIMUS INC P 2020-08-25 2024-11-26 74 78 -4 -4 6 SHS MAXIMUS INC P 2020-12-14 2024-11-26 444 443 1 1 1 SHS MAXIMUS INC P 2020-12-14 2024-11-26 74 73 1 1 6 SHS MAXIMUS INC P 2020-12-14 2024-11-27 442 438 4 4 4 SHS MAXIMUS INC P 2020-12-15 2024-11-27 295 295 0 0 9 SHS STERIS PLC REG SHS P 2020-06-26 2024-12-18 2032 1336 696 696 CAPITAL GAINS DIVIDENDS P 4332 4332 4332 171283 2469 0 2469 0 2469 1440 0 1029 0 2469 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A DOUGLAS TONYIA BOLTON 8437150173 26 N PORT ROYAL DRIVE HILTON HEAD ISLAND SC 29928 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TONYIA J BOLTON 26 N PORT ROYAL DR HILTON HEAD ISLAND SC 29928 PRESIDENT 1.00 0 0 0 DOUGLAS R BOLTON 26 N PORT ROYAL DR HILTON HEAD ISLAND SC 29928 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 56882 1624796 0 1681678 0 0 1681678 25225 1656453 82823 82823 2469 2469 80354 0 80354 0 80354 83107 0 83107 80354 0 0 1106 1106 83107 0 0 0 80354 2753 0 0 3859 0 0 0 0 0 0 0 3859 1106 2753 DOUGLAS TONYIA BOLTON 26 N PORT ROYAL DR HILTON HEAD ISLAND SC 29928 8437150173 UNSPECIFIED NONE TO ADVANCE CHARITABLE PURPOSES AMERICAN RED CROSS 431 18TH STREET WASHINGTON DC 20006 PC CHARITABLE 3000 AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA 520 EIGHTH AVENUE 7TH FLOOR NEW YORK NY 10018 PC CHARITABLE 500 BLUFFTON SELF HELP PO BOX 2420 BLUFFTON SC 29910 PC CHARITABLE 2000 CHARLESTON COLLEGIATE SCHOOL 2024 ACADEMY ROAD JOHNS ISLAND SC 29455 PC CHARITABLE 1500 CHARLESTON GAILLARD CENTER 2 GEORGE STREET STE 2200 CHARLESTON SC 29401 PC CHARITABLE 3500 CHARLESTON ORPHAN RELIEF 1850 TRUXTUN AVE NORTH CHARLESTON SC 29405 PC CHARITABLE 1000 CHARLOTTE MECKLENBURG LIBRARY 300 EAST SEVENTH ST CHARLOTTE NC 28202 PC CHARITABLE 2450 COSTAL DISCOVERY MUSEUM 70 HONEY HORN DRIVE HILTON HEAD ISLAND SC 29926 PC CHARITABLE 500 DAHLIA GROVE 4321 WOODGLEN LANE CHARLOTTE NC 28226 PC CHARITABLE 2643 DEEP WELL PROJECT PO BOX 5543 HILTON HEAD ISLAND SC 29938 PC CHARITABLE 2000 HABITAT CHARLOTTE PO BOX 220287 CHARLOTTE NC 28222 PC CHARITABLE 1000 HERITAGE FOUNDATION 71 LIGHTHOUSE ROAD UNIT 4200 HILTON HEAD ISLAND SC 29928 PC CHARITABLE 7500 HILTON HEAD BOYS & GIRLS CLUBS 151 GUMTREE ROAD HILTON HEAD SC 29925 PC CHARITABLE 4400 HILTON HEAD HUMANE SOCIETY 10 HUMANE WAY HILTON HEAD ISLAND SC 29926 PC CHARITABLE 1000 HOLLINGS CANCER CENTER MUSC 18 BEE STREET MSC 450 CHARLESTON SC 29425 PC CHARITABLE 24085 HOPEFUL HORIZONS BLUFFTONBEAUFORT PO BOX 1775 BEAUFORT SC 29901 PC CHARITABLE 1000 HOSPICE OF THE LOWCOUNTRY PO BOX 3827 BLUFFTON SC 29910 PC CHARITABLE 1000 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PC CHARITABLE 3000 MEMORY MATTERS PO BOX 22330 HILTON HEAD ISLAND SC 29925 PC CHARITABLE 1000 NEIGHBORHOOD OUTREACH CONNECTION PO BOX 23558 HILTON HEAD ISLAND SC 29925 PC CHARITABLE 2000 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 PC CHARITABLE 1000 PORT ROYAL CHARITABLE FOUNDATION PO BOX 23019 HILTON HEAD ISLAND SC 29925 PC CHARITABLE 3000 RONALD MCDONALD HOUSE 4710 WATERS AVENUE SAVANNAH GA 31404 PC CHARITABLE 1000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 PC CHARITABLE 3000 SECOND HELPINGS 4 NORTHRIDGE DRIVE HILTON HEAD ISLAND SC 29928 PC CHARITABLE 2000 THE SALVATION ARMY 1424 NORTHEAST EXPRESSWAY NE ATLANTA GA 30329 PC CHARITABLE 2000 TUNNEL FOR TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC CHARITABLE 2000 VOLUNTEERS IN MEDICINE 15 NORTHRIDGE DRIVE HILTON HEAD ISLAND SC 29926 PC CHARITABLE 998 WOMEN IN PHILANTHROPY HHI PO BOX 23019 HILTON HEAD ISLAND SC 29925 PC CHARITABLE 1031 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 PC CHARITABLE 2000 83107 0 14 1368 14 14452 18 171283 0 187103 0 187103 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2060 1030 0 VARIOUS MUTUAL FUNDS - DETAIL AVAILABLE UPON REQ 675389 774607 VARIOUS EQUITIES - DETAIL AVAILABLE UPON REQ 382082 916714 PRIOR PERIOD ADJUSTMENT 8 INVESTMENT MNG FEES & ADR FEES 8405 8405 0 GAIN ADJUSTMENT 2721 FOREIGN TAX PAID 70 70 0 FEDERAL EXCISE TAX 1894 0 0