2026-08-12T14:00:34-05:00 2026-06-30 570776381 WEBSTERROGERS LLP 1411 2ND LOOP RD FLORENCE SC 29505 990PF 2025-07-01 576087020 LOUISE G WILSON EDUCATION FUND SYNOVUS TRUST DEPARTMENT LOUI 8037788218 1 BROAD STREET SUMTER SC 29150 CATHERINE K GARDNER TRUST EXECUTIVE 8037788218 2026-08-12 1 TABATHA R BELLFLOWERSEA P01314866 8436655900 2025 2025-03-06 01:10:19Z X 4068692 X X 4261 4261 63826 63826 139705 142375 139705 207792 207792 0 0 0 4950 4950 0 8074 8074 0 43166 21569 21597 56190 34593 21597 268554 268554 324744 34593 290151 -116952 173199 212505 77019 77019 1957348 2057047 2686724 1117564 1304949 1304949 3287417 3439015 4068692 0 0 X 344334 344334 0 0 2943083 3094681 3287417 3439015 3287417 3439015 3287417 -116952 268554 3439019 4 3439015 SHORT TERM CAPITAL GAINS 2670 -2670 -2670 LONG TERM CAPITAL GAINS 91851 91851 91851 CAPITAL GAINS DIVIDENDS P 50524 50524 50524 139705 2407 0 2407 0 2407 4800 0 0 0 4800 0 2393 2393 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A SYNOVUS TRUST DEPARTMENT 8037788218 1 BROAD STREET SUMTER SC 29150 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID SANDERS 1 BROAD STREET SUMTER SC 29150 VICE PRESIDENT 0.25 0 0 0 CHARLES THOMPSON 1 BROAD STREET SUMTER SC 29150 VICE PRESIDENT 0.25 0 0 0 CATHERINE K GARDNER 1 BROAD STREET SUMTER SC 29150 VICE PRESIDENT TRUST COMP 2.00 0 0 0 JASON BUSH 7402 HUDGSON DRIVE SUITE 205 SAVANNAH GA 31406 SENIOR VP OF SYNOVUS TRUST COMPANY 0.25 0 0 0 DERRICK K WEBB 1221 MAIN STREET 15TH FLOOR COLUMBIA SC 29201 SENIOR PORTFOLIO MANAGER 0.25 0 0 0 NONE 0 NONE 0 LOANS TO STUDENTS IN LEE COUNTY, SC AND SURROUNDING COUNTIES TO PURSUE HIGHER EDUCATION IN MEDICAL FIELDS OF STUDY 268554 0 2547172 144762 0 2691934 0 0 2691934 40379 2651555 132578 132578 2407 2407 130171 0 130171 0 130171 290151 0 290151 130171 0 0 706 119335 76572 153192 349805 290151 0 0 0 130171 159980 0 0 509785 0 0 0 0 0 0 0 509785 706 119335 76572 153192 159980 X CATHERINE K GARDNER NBSC 1 BROAD STREET SUMTER SC 29150 8037788218 N/A N/A LEE COUNTY, SC & SURROUNDING COUNTIES. HIGHER EDUCATION IN MEDICAL FIELDS OF STUDY. STUDENT LOANS P O BOX 1798 SUMTER SC 29151 NONE NC HIGHER EDUCATION IN MEDICAL FIELDS OF STUDY 268554 268554 0 14 4261 14 63826 14 139705 0 207792 0 207792 3 INTEREST AND DIVIDEND INCOME NECESSARY TO GENERATE FUNDS FOR STUDENT L 4 INTEREST AND DIVIDEND INCOME NECESSARY TO GENERATE FUNDS FOR STUDENT L 8 INTEREST AND DIVIDEND INCOME NECESSARY TO GENERATE FUNDS FOR STUDENT L 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4950 4950 0 PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS 2022 IN FOLLOWING AMOUNTS: TOUCHSTONE LARGE CAP FUND AT COST 267146 668123 DODGE & COX AT COST 72816 73491 BAIRD INTERMEDIATE BOND #70 AT COST 313491 313362 I SHARES INTERMEDIATE GOV/CREDIT ETF AT COST 313285 314359 NYLI GLOBAL INFRASTRUCTURE FUND #5023 AT COST 75376 86847 SPDR S&P 500 ETF TRUST AT COST 380599 481667 VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX ETF AT COST 109019 140631 MFS BLENDED RESEARCH INTERNATIONAL EQUITY FUND CLASS R6 AT COST 117500 137140 VANGUARD STRATEGIC EQUITY FUND INV #114 AT COST 199954 232117 VANGUARD INTERNATIONAL CORE STOCK FUND ADMIRAL SHARES #534 AT COST 117500 132970 FEDERATED HERMES ETF TR MDT SMALL CAP CORE ETF AT COST 90361 106017 STUDENT LOANS 1117564 1304949 1304949 ADJUSTMENT 4 TRUST DEPT. FEES 43195 21598 21597 MISCELLANEOUS -29 -29 0 TRANSFER STUDENT LOANS TO ASSET ACCOUNTS 268554 ESTIMATED TAX PAYMENTS 8074 8074 0