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GRANT REQUESTS: APRIL 1, AUGUST 1, DECEMBER 1 GEOGRAPHICAL: PRIMARILY UPSTATE SOUTH CAROLINA AND WESTERN NORTH CAROLINA. PRIMARY FIELD OF INTEREST IS HEALTHCARE AND MEDICINE. ANDERSON UNIVERSITY 316 BOULEVARD ANDERSON SC 29621 NONE PC FUNDING FOR INSTALLATION OF STATE OF THE ART CLINICAL LEARNING EQUIPMENT FOR PHYSICAL THERAPY AND KINESIOLOGY PROGRAMS 99558 ANDERSON UNIVERSITY 316 BOULEVARD ANDERSON SC 29621 NONE PC NURSE PRACTITIONER SCHOLARSHIP 5000 ANDERSON UNIVERSITY 316 BOULEVARD ANDERSON SC 29621 NONE PC NURSE PRACTITIONER SCHOLARSHIP 10000 CHEROKEE COUNTY FAMILY YMCA 390 STATE ROAD S GAFFNEY NC 29341 NONE PC CAPITAL CAMPAIGN 25000 CHEROKEE HISTORICAL AND PRESERVATION SOCIETY INC 301 COLLEGE DR GAFFNEY SC 29340 NONE PC IN HONOR OF CHAPS STAFF AND BOARD 1000 DECISIONSORG 2780 NE 183RD STREET AVENTURA FL 33160 NONE PC THE WINGMAN INITIATIVE 50000 EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE CAROLINA CAMPUS 350 HOWARD STREET SPARTANBURG SC 29303 NONE PC MEDICAL SCHOLARSHIP 10000 EDWARD VIA COLLEGE OF OSTEOPATHIC MEDICINE CAROLINA CAMPUS 350 HOWARD STREET SPARTANBURG SC 29303 NONE PC MEDICAL SCHOLARSHIP 10000 EMERGE FAMILY THERAPY 225 S PLEASANTBURG DR SUITE D5 GREENVILLE SC 29607 NONE PC EXPANDING TRAINING FOR BEHAVIORAL HEALTH PROVIDERS 24000 GARDNER-WEBB UNIVERSITY PO BOX 7309 BOILING SPRINGS NC 28017 NONE PC CAPITAL FUNDING FOR EQUIPMENT 83500 GARDNER-WEBB UNIVERSITY PO BOX 7309 BOILING SPRINGS SC 28017 NONE PC SCHOLARSHIP 5000 GARDNER-WEBB UNIVERSITY PO BOX 7309 BOILING SPRINGS SC 28017 NONE PC SCHOLARSHIP 5000 GARDNER-WEBB UNIVERSITY PO BOX 7309 BOILING SPRINGS SC 28017 NONE PC SCHOLARSHIP 10000 GREENVILLE TECH FOUNDATION PO BOX 5616 GREENVILLE SC 29606 NONE PC PURCHASE EQUIPMENT FOR OCCUPATIONAL THERAPY AND PHYSICAL THERAPY PROGRAMS 63975 GREENWOOD GENETIC CENTER 106 GREGOR MENDEL CIRCLE GREENWOOD SC 29646 NONE PC FUNDING FOR PACBIO LONG-READ SEQUENCING SYSTEM 100000 HABITAT FOR HUMANITY OF CHEROKEE COUNTY PO BOX 51 GAFFNEY SC 29342 NONE PC SUPPORT SALARY FOR EXECUTIVE DIRECTOR 25000 HEALTHY LEARNERS 211 MAIN STREET N GREENWOOD SC 29646 NONE PC EXPANING PROGRAMS IN THE UPSTATE 50000 HEALTHY SMILES PO BOX 1441 SPARTANBURG SC 29304 NONE PC FUNDING FOR EQUIPMENT AND PUBLIC AWARENESS EFFORTS 27250 IRON CITY MINISTRIES 109 W CHEROKEE ST BLACKSBURG SC 29702 NONE PC EMERGENCY FUNDING RELIEF 6000 KIDS UPSTATE 901 S PINE STREET SPARTANBURG SC 29302 NONE PC KIDS CLUB IN CHEROKEE COUNTY 50000 KNOW(2) 508 W BUFORD ST GAFFNEY SC 29341 NONE PC EMERGENCY FUNDING RELIEF 3068 MEALS ON WHEELS 403 W MONTGOMERY ST GAFFNEY SC 29341 NONE PC EMERGENCY FUNDING RELIEF 6500 MEDICAL UNIVERSITY OF SC 96 JONATHAN LUCAS STREET CHARLESTON SC 29425 NONE GOV MEDICAL SCHOLARSHIPS - NICODEMUS 10000 MEDICAL UNIVERSITY OF SC 96 JONATHAN LUCAS STREET CHARLESTON SC 29425 NONE GOV FUNDING TO SUPPORT RESEARCH FOR DIAGNOSTIC TOOLS, THERAPEUTIC TARGETS, AND PHYSICIAN EDUCATION PROGRAMS 100000 MEDICAL UNIVERSITY OF SC 96 JONATHAN LUCAS STREET CHARLESTON SC 29425 NONE GOV MEDICAL SCHOLARSHIPS 1000 MEDICAL UNIVERSITY OF SC 96 JONATHAN LUCAS STREET CHARLESTON SC 29425 NONE GOV MEDICAL SCHOLARSHIPS - NICODEMUS 10000 NEXT STEP RECOVERY 900 HENDERSONVILLE RD STE 203 ASHEVILLE NC 28803 NONE PC RESIDENTIAL CARE PROGRAM 60000 NORTH GREENVILLE UNIVERSITY 7801 N TIGERVILLE ROAD TIGERVILLE SC 29688 NONE PC FUNDING FOR PHYSICIAN ASSISTANT PROGRAM 30000 PEACH CENTER MINISTRIES 518 N LIMESTONE ST GAFFNEY SC 29340 NONE PC EMERGENCY RELIEF ASSISTANCE 6000 PRESBYTERIAN COLLEGE 503 S BROAD STREET CLINTON SC 29325 NONE PC EQUIPMENT FUNDING FOR VARIOUS PROGRAMS 56250 PRISMA HEALTH UPSTATE FOUNDATION 300 E MCBEE AVENUE SUITE 401 GREENVILLE SC 29601 NONE PC FUNDING FOR PROGRAMS FOR RURAL CHILDREN AND THEIR FAMILIES IN UPSTATE SOUTH CAROLINA 80099 SIGHT SAVERS 337 BUSINESS CIRCLE PELHAM AL 35124 NONE PC FUNDING FOR SC CHILDREN'S VISION AND EYECARE 25350 SPARTANBURG COMMUNITY COLLEGE FOUNDATION 107 COMMUNITY COLLEGE DRIVE SPARTANBURG SC 29307 NONE PC FUNDING TO UPFIT SCC'S SCHOOL OF NURSING 98528 SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION 1692 SKYLYN DRIVE SPARTANBURG SC 29307 NONE GOV SURGICAL TRAINING LAB 50000 THE SALVATION ARMY 2135 ASHLEY RIVER ROAD CHARLESTON SC 29407 NONE PC GENERAL OPERATING SUPPORT 9000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV MEDICAL SCHOLARSHIP - KEIN 10000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV MEDICAL SCHOLARSHIP - WOOD 10000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV MEDICAL SCHOLARSHIP - WOOD 10000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV MEDICAL SCHOLARSHIP - KEIN 10000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV MEDICAL SCHOLARSHIP - TOEDT 1000 UNIVERSITY OF NORTH CAROLINA SCHOOL OF MEDICINE (CHAPEL HILL) 1001 BONDURANT HALL CB 9500 321 S COLUMBIA ST CHAPEL HILL NC 27599 NONE GOV DEVELOPMENT OF A SCALABLE DIGITAL PROGRAM TO TREAT YOUTH ANXIETY 99919 UNIVERSITY OF SC FOUNDATION 18 BEE ST COLUMBIA SC 29425 NONE GOV RESEARCH PROJECT AT USC'S COLLEGE OF ENGINEERING & COMPUTING 65590 UNIVERSITY OF SOUTH CAROLINA UPSTATE 225 S PLEASANTBURG DR GREENVILLE SC 29607 NONE GOV PILOTING AN RN PIPELINE PROGRAM 40000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV MEDICAL STUDENT SCHOLARSHIP - LONGSWORTH 10000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV MEDICAL STUDENT SCHOLARSHIP - JONES 10000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV MEDICAL STUDENT SCHOLARSHIP - ARTOSKY 1000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV 2022 - MEDICAL STUDENT SCHOLARSHIP - WATTS 10000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV 2021 - MEDICAL STUDENT SCHOLARSHIP - TROUP 10000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV 2022 - MEDICAL STUDENT SCHOLARSHIP - WATTS 10000 USC SCHOOL OF MEDICINE GREENVILLE 607 GROVE ROAD GREENVILLE SC 29605 NONE GOV MEDICAL STUDENT SCHOLARSHIP - JONES 10000 WAKE FOREST BOWMAN GRAY SCHOOL OF MEDICINE PO BOX 571021 WINSTONSALEM NC 27157 NONE PC MEDICAL STUDENT SCHOLARSHIP - SHIELDS 10000 WAKE FOREST BOWMAN GRAY SCHOOL OF MEDICINE PO BOX 571021 WINSTONSALEM NC 27157 NONE PC 2021 - MEDICAL STUDENT SCHOLARSHIP - WINGLER 10000 WESTERN CAROLINA UNIVERSITY 28 SCHENCK PARKWAY ASHEVILLE NC 28803 NONE GOV NURSE PRACTITIONER SCHOLARSHIP - GILLESPIE 5000 WESTERN CAROLINA UNIVERSITY 28 SCHENCK PARKWAY ASHEVILLE NC 28803 NONE GOV NURSE PRACTITIONER SCHOLARSHIP - ALAINA CRUISE 1000 1539587 0 525990 1309 14 1558460 14 63220 18 1140959 1309 2762639 0 2763948 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 34304 8576 25728 CORPORATE BONDS 2283681 2283681 EQUITIES, MUTUAL FUNDS AND EXCHANGE-TRADED & CLOSED END FUNDS 21508672 21508672 1315803 1315803 0 0 HEDGE FUND OF FUNDS/MANAGED FUTURES AT COST 7704822 7704822 REAL ESTATE INVESTMENT TRUST AT COST 1400000 1400000 ANNUITIES AT COST 1000000 1000000 ADJUSTMENT FOR TIMING DIFFERENCE BETWEEN BOOK AND TAX 60467 SCHOLARSHIP EXPENSE 10358 0 10358 DUES & SUBSCRIPTIONS 20241 5060 15181 OFFICE EXPENSE 11008 2752 8256 INSURANCE 9121 2280 6841 TELEPHONE 1406 352 1055 WORKERS COMP 2788 697 2091 UTILITIES 2074 519 1556 BOARD RELATED EXPENSES 25078 6270 18809 SCH K-1 OTHER DEDUCTIONS - VARIOUS INVESTMENTS 12103 12103 0 OTHER OPERATING EXPENSE 8000 2000 6000 OTHER INCOME 60370 60370 60370 SCH K-1 OTHER INCOME - VARIOUS PTP INVESTMENTS 936 936 936 EQUITY ADJUSTMENTS - MANAGED FUTURES 1914 1914 1914 INVESTMENT MANAGEMENT FEES 97333 97333 0 STATE INCOME TAXES 28 7 21 FEDERAL PAYROLL TAXES 16382 4096 12287 FEDERAL EXCISE TAXES 58566 0 0