2025-11-17T13:20:02-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990PF 2024-01-01 570902483 DRS BRUCE & LEE FOUNDATION DRSB 8436642870 201 SOUTH DARGAN STREET FLORENCE SC 29506 BRADLEY CALLICOTT EXECUTIVE DIRECTOR 8436642870 2025-11-14 1 1 MELANIE MCPEAK P01346034 8642333981 2024 2025-03-06 01:10:19Z X 255905505 X X 5949183 5949183 1419094 1419094 1047224 1648819 25150610 8269901 21000 38793 9038096 15676971 524502 131126 393377 85055 21264 63791 149451 37363 112088 35288 0 35288 66938 15435 50204 583170 120766 477433 230927 0 73027 201083 199583 62396 15599 46797 210796 210444 29882 2149606 751580 1281887 5461337 8354904 7610943 751580 9636791 1427153 14925391 910638 2109719 2109719 5704356 4121213 4121213 15105 24208 15105 15105 45256 58321 58321 6659853 1784734 5074702 4875119 5412000 196918389 217712198 217712198 68653 68010 2143 643 643 26916161 26476306 26476306 235595853 255368624 255905505 426993 461049 3054365 100000 511110 433670 800238 861036 4792706 1855755 X 230803147 253512869 230803147 253512869 235595853 255368624 230803147 1427153 21282569 253512869 0 253512869 PUBLICLY-TRADED SECURITIES 21874545 16837822 5036723 5036723 PASSTHROUGH K-1 CAPITAL GAIN P 180845 180845 180845 CAPITAL GAINS DIVIDENDS P 3052333 3052333 3052333 8269901 207463 0 207463 0 207463 162351 0 106000 0 268351 X 2037 58851 58851 0 0 0 0 0 0 0 0 0 1 1 0 1 1 SC 0 0 0 0 0 1 N/A BRADLEY CALLICOTT 8436642870 201 SOUTH DARGAN STREET FLORENCE SC 29506 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 C EDWARD FLOYD MD 201 SOUTH DARGAN FLORENCE SC 29506 CHAIRMAN/TRUSTEE 6.00 31200 0 0 JOHN L BRUCE JR DMD 201 SOUTH DARGAN FLORENCE SC 29506 VICE CHAIRMAN/TRUSTEE 6.00 31200 0 0 MARK W BUYCK JR 201 SOUTH DARGAN FLORENCE SC 29506 SECRETARY/TRUSTEE 6.00 31200 0 0 GORDON B BAKER JR 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 5.00 30000 0 0 COLEMAN FLOYD BUCKHOUSE MD 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 5.00 30000 0 0 FRANK B LEE JR MD 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 5.00 30000 0 0 HAIGH PORTER 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 6.00 31200 0 0 HENRY SWINK 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 6.00 31200 0 0 ALLISON TANNER 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 6.00 30000 0 0 KIM TURNER 201 SOUTH DARGAN FLORENCE SC 29506 TRUSTEE 5.00 30000 0 0 BRADLEY L CALLICOTT 201 SOUTH DARGAN FLORENCE SC 29506 EXECUTIVE DIRECTOR 40.00 218502 99164 0 MILLIE MCNAIR 201 SOUTH DARGAN STREET FLORENCE SC 29506 EXECUTIVE ASSISTANT 40.00 85055 18118 0 0 PRIMROSE VENTURES LLC PO BOX 524 FLORENCE SC 29503 REAL ESTATE CONSULTING 82442 WILLIAM W COLEMAN JR 515 S CASHUA DRIVE FLORENCE SC 29501 REAL ESTATE CONSULTING 52800 PRV COMMERCIAL LLC PO BOX 524 FLORENCE SC 29503 REAL ESTATE BROKERAGE 51151 0 IN FURTHERANCE OF THE FOUNDATION'S EXEMPT MISSION TO LESSEN THE BURDENS OF GOVERNMENT (FLORENCE COUNTY, SC). 154145 154145 214925657 4368585 6367503 225661745 0 0 225661745 3384926 222276819 11113841 11113841 207463 13097 220560 10893281 0 10893281 0 10893281 9636791 154145 9790936 10893281 8979653 0 0 9790936 8979653 0 0 811283 0 0 0 0 0 0 0 0 10081998 0 0 0 X AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 N/A PC SUPPORT FOR DISASTER AND HOME FIRE RESPONSE SERVICES PROGRAM 50000 BOY SCOUTS OF AMERICA INDIAN WATERS COUNCIL 715 BETSY DRIVE COLUMBIA SC 29210 N/A PC GENERAL SUPPORT 100000 CLARENDON COUNTY 411 SUNSET DRIVE MANNING SC 29102 N/A GOV TURBEVILLE BRANCH LIBRARY 1750000 FLORENCE COUNTY 180 N IRBY ST FLORENCE SC 29501 N/A GOV LAKE CITY LAKE EXPANSION AND LIONS PARK FACILITIES; AND DOCUMENTARY 2050000 FLORENCE-DARLINGTON TECHNICAL COLLEGE FOUNDATION PO BOX 100548 FLORENCE SC 29502 N/A PC FUNDING ALLIED HEALTH CURRICULUM SCHOLARSHIPS 2024-2025 100000 FRANCIS MARION UNIVERSITY EDUCATION FOUNDATION PO BOX 100547 FLORENCE SC 29502 N/A PC MEDICAL EDUCATION INITIATIVES 125000 FRED H SEXTON AMERICAN LEGION POST 1 PO BOX 5331 FLORENCE SC 29502 N/A PC RENOVATIONS/ IMPROVEMENTS TO THE LEGION BASEBALL FIELD 70000 HABITAT FOR HUMANITY 1831 SUPERIOR ST COLUMBIA SC 29205 N/A PC FUNDING FOR NEEDY FAMILY'S HOME 160000 HELP4KIDS 252 S DARGAN ST FLORENCE SC 29506 N/A PC FOOD SUPPORT FOR CHILDREN IN FLORENCE COUNTY PUBLIC SCHOOLS 5000 LAKE CITY CREATIVE ALLIANCE 133B E MAIN ST LAKE CITY SC 29560 N/A PC SUPPORT FOR 2024 ARTFIELDS PROGRAM IN LAKE CITY, SC 20000 MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE STREET CHARLESTON SC 29425 N/A SO CONSTRUCTION OF CANCER CENTER 2500000 PEE DEE COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE PO BOX 1351 FLORENCE SC 29503 N/A PC GENERAL SUPPORT 78000 PEE DEE VISIONS FOUNDATION POST OFFICE BOX 948 FLORENCE SC 29503 N/A PC SUPPORT FOR 2024 CLEMSON BASKETBALL CAMP 10000 SALVATION ARMY 2210 HOFFMEYER RD FLORENCE SC 29502 N/A PC 2024 EMPTY STOCKING FUND 30000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC HURRICANE DISASTER RELIEF FROM HURRICANE HELENE 200000 SENIOR CITIZENS ASSOCIATION 600 SENIOR WAY FLORENCE SC 29505 N/A PC 2024 THANKSGIVING BLESSING MEAL FOR FLORENCE COUNTY SENIORS 20000 SOUTH CAROLINA GOVERNOR'S SCHOOL FOR SCIENCE AND MATH FOUNDATION 2711 MIDDLEBURG DRIVE SUITE 205 COLUMBIA SC 29204 N/A PC ADDITIONAL ENDOWMENT FUNDING FOR FLORENCE COUNTY STUDENTS 20000 THE MANNA HOUSE INC PO BOX 13541 FLORENCE SC 295043541 N/A PC FUNDING TO SUPPORT INCREASED DEMAND FOR SERVICES 20000 TOWN OF PAMPLICO PO BOX 296 180 E MAIN STREET PAMPLICO SC 295830296 N/A GOV IMPROVEMENTS TO THEATRE PROPERTY 46904 TRINITY COLLEGIATE SCHOOL 5001 HOFFMEYER ROAD DARLINGTON SC 29532 N/A PC FUNDS TO CONSTRUCT CENTER FOR EDUCATIONAL EXCELLENCE 1000000 8354904 BOY SCOUTS OF AMERICA INDIAN WATERS COUNCIL 715 BETSY DRIVE COLUMBIA SC 29210 N/A PC GENERAL SUPPORT 100000 100000 14 5949183 16 1047224 901101 42887 18 1605932 MISCELLANEOUS INCOME 01 21000 PASSTHROUGH K-1 INCOME 901101 0 14 17793 K-1 INCOME NOT ON BOOKS 901101 0 14 -17793 42887 8623339 0 8666226 0 0 0 0 0 0 0 0 0 0 AUDIT, COMPILATION, TAX COMPLIANCE SERVICES 66938 15435 50204 THE SC ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE THAT A COPY BE FILED WITH THEIR OFFICE. INSTEAD, THEY MAINTAIN THE RIGHT TO RECEIVE THE FILING IF THEY SO CHOOSE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUEST AS APPLICABLE. PASSTHROUGH CAPITAL GAIN UBTI PURCHASED 42887 COST 0 42887 SOUTHPARK LAND, BUILDINGS, AND IMPROVEMENTS 6659853 1784734 4875119 5412000 ARTISAN HIGH INCOME FUND ADVISOR CLASS FMV 6665932 6665932 BLACKROCK MULTI-ASSET INCOME PORTFOLIO FD INST CL FMV 12497093 12497093 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT FUND INSLT CLASS FMV 13619406 13619406 COHEN & STEERS INSTITUTIONAL REALTY SHARES FMV 9519859 9519859 FIDELITY ADVISOR STOCK SELECTOR SMALL CAP FUND CLASS Z FMV 20772068 20772068 JPMORGAN INCOME FUND CLASS I FMV 6446176 6446176 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES FMV 19483306 19483306 VANGUARD EQUITY INCOME FUND ADMIRAL SHARES FMV 27622269 27622269 VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES FMV 65358337 65358337 VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES FMV 25985469 25985469 RESERVOIR CAPITAL INVESTMENT PARTNERS, L.P. FMV 881916 881916 CLIFFWATER CORPORATE LENDING FUND CLASS I FMV 5246192 5246192 FIRST TR EXCHANGE - TRADED FD II NASDAQ CYBERSECURITY ETF FMV 3614175 3614175 FURNITURE & OFFICE EQUIPMENT 68653 68010 643 GENERAL GOVERNANCE AND COUNSEL 35288 0 35288 MEMBERSHIP CERTIFICATE 7000 7000 7000 NET INVESTMENT IN CHARITABLE DIRECT FINANCING LEASE 4335000 3741000 3741000 LAND AND OTHER ASSETS HELD FOR CHARITABLE PURPOSE 22574161 22728306 22728306 DUES AND SUBSCRIPTIONS 16806 3202 13605 INSURANCE 8911 2228 6683 OFFICE SUPPLIES 2314 579 1736 TELEPHONE 1471 368 1103 MISCELLANEOUS 8700 2175 6525 PUBLIC RELATIONS 307 77 230 PASSTHROUGH K-1 EXPENSES 0 29528 0 SOUTHPARK SHOPPING CENTER - OTHER RENTAL EXPENSES 172198 172198 0 YOUNG PROPERTY - OTHER RENTAL EXPENSES 89 89 0 MISCELLANEOUS INCOME 21000 21000 21000 PASSTHROUGH K-1 INCOME 17793 17793 17793 K-1 INCOME NOT ON BOOKS -17793 -17793 UNREALIZED GAIN (LOSS) ON INVESTMENTS 21282569 DEFERRED EXCISE TAX LIABILITY 800238 861036 INVESTMENT MANAGEMENT FEES 120766 120766 0 CONSULTING FEES 462404 0 477433 PROPERTY TAXES 73027 0 73027 EXCISE TAX EXPENSE 157900 0 0