2026-08-21T13:17:03+00:00 2025-12-31 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990PF 2025-01-01 576024996 THE JOLLEY FOUNDATION JOLL 8003523705 PO BOX 8182 GREENVILLE SC 29604 JAMES M BRUCE III TRUSTEE 8003523705 2026-08-21 true AMY BIBBY P00445891 8282542254 2026-08-19 2025 2025-03-06 01:10:19Z X 40881023 X 487304 487304 1483905 1483905 1483905 0 0 0 21991 -9477 0 1993200 1961732 0 210902 210902 22570 22570 0 0 0 0 6150 3075 0 3075 0 0 0 0 34007 34007 0 0 0 0 0 3042 291669 195969 0 0 568340 233051 0 236547 2721405 2721405 3289745 233051 0 2957952 -1296545 1728681 0 21718 48865 48865 1120982 1376293 1376293 0 0 0 400000 400000 400000 400000 0 0 0 0 0 0 0 0 5198944 4602925 4588599 17775051 17109915 24777342 3422363 3272731 3186286 0 0 0 0 4054372 4028557 6503638 0 0 0 0 0 0 0 31993430 30839286 40881023 0 0 0 0 0 0 X 37698218 37791755 -5704788 -6952469 31993430 30839286 31993430 30839286 31993430 -1296545 142401 30839286 0 30839286 SHORT TERM GAIN P 70708 70708 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PROJECT OF THE UPSTATE 2435 EAST NORTH STREET SUITE 1108- GREENVILLE SC 29615 NONE PC GENERAL OPERATIONS 15000 BIG BROTHERS BIG SISTERS 620 N MAIN ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 10000 BOLD LEADERSHIP NETWORK 600 W WASHINGTON ST GREENVILLE SC 29602 NONE PC GENERAL OPERATIONS 35000 CANTERBURY COUNSELING CENTER 7 PETTIGRU ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 5000 CENTER FOR COMMUNITY SELF-HELP 301 W MAIN ST DURHAM NC 27701 NONE PC GENERAL OPERATIONS 25000 CENTER FOR COMMUNITY SERVICES 1102 HOWARD DR BUILDING 7 SIMPSONVILLE SC 29681 NONE PC GENERAL OPERATIONS 40000 CENTRE STAGE SOUTH CAROLINA 501 RIVER STREET GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 5000 CHILDRENS MUSEUM OF THE UPSTATE 300 COLLEGE ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 10000 CLEMSON UNIVERSITY FOUNDATION 155 OLD GREENVILLE HWY CLEMSON SC 29631 NONE PC GENERAL OPERATIONS 30000 COLLEGE UNBOUND 325 PUBLIC ST PROVIDENCE RI 02905 NONE PC GENERAL OPERATIONS 50000 COMMUNTIES IN SCHOOLS 1691 TURNBULL AVE SUITE 200 NORTH CHARLESTON SC 29405 NONE PC GENERAL OPERATIONS 30000 COMMUNITY FOUNDATION OF GREENVILLE 630 E WASHINGTON ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 60000 COMMUNITY WORKS 100 W ANTRIM DR GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 25000 CONESTEE FOUNDATION INC 480 CONESTEE RD GREENVILLE SC 29605 NONE PC GENERAL OPERATIONS 14850 EDUCATION LAW CENTER 1800 JFK BOULEVARD SUITE 1900-A PHILADELPHIA PA 19103 NONE PC GENERAL OPERATIONS 10000 FEED & SEED 701 EASLEY BRIDGE RD SUITE 6010 GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 25000 FINE ARTS CENTER PARTNERS 102 PINE KNOLL DR GREENVILLE SC 29609 NONE PC GENERAL OPERATIONS 10000 FIRST IMPRESSION INC 3401 GIRARD BLVD NE ALBUQUERQUE NM 87107 NONE PC GENERAL OPERATIONS 40000 GENE XCELLENCE 106 W GEORGIA RD SIMPSONVILLE SC 29681 NONE PC GENERAL OPERATIONS 25000 GIRLS ON THE RUN UPSTATE SC PO BOX 170773 SPARTANBURG SC 29301 NONE PC GENERAL OPERATIONS 10000 GIRLUP GVL 408 RANDALL ST GREENVILLE SC 29609 NONE PC GENERAL OPERATIONS 30000 GREATER GOOD GREENVILLE 411 UNIVERSITY RIDGE SUITE B3 GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 50000 GREENVILLE CONNECTS 701 EASLEY BRIDGE ROAD SUITE 6070 GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 25000 GREENVILLE COUNTY HUMAN RELATIONS 301 UNIVERSITY RIDGE SUITE S-4200 GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 20000 GREENVILLE HOUSING FUND 1615 A WADE HAMPTON BLVD GREENVILLE SC 29609 NONE PC GENERAL OPERATIONS 25000 GREENVILLE LITERACY ASSOCIATION 225 S PLEASANTBURG DR GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 25000 GREENVILLE SYMPHONY ASSOCIATION 200 S MAIN ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 5000 GREENVILLE TECH FOUNDATION 556 PERRY AVE SUITE B 110 GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 65000 GREER RELIEF & RESOURCES AGENCY INC NEIGHBORHOOD IMPACT CENTER 113C BE GREER SC 29651 NONE PC GENERAL OPERATIONS 25000 HABITAT FOR HUMANITY OF GREENVILLE COUNTY PO BOX 1206 GREENVILLE SC 29602 NONE PC GENERAL OPERATIONS 30000 HOMES OF HOPE 3 DUNEAN ST GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 30000 INFINITE POSSIBILITIES INC 701 EASLEY BRIDGE RD STE 6070 GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 30000 INSTITUTE FOR CHILD SUCCESS 613 E MCBEE AVE GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 15000 JASMINE ROAD INC PO BOX 25452 GREENVILLE SC 29616 NONE PC GENERAL OPERATIONS 20000 LEAD COLLECTIVE 1220B LAURENS RD GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 20000 LIVEWELL GREENVILLE 225 S PLEASANTBURG DR GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 45000 LOCAL INITIATIVES SUPPORT 28 LIBERTY ST FL 34 NEW YORK NY 10005 NONE PC GENERAL OPERATIONS 20000 LOAVES & FISHES 25 WOODS LAKE RD 810 GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 25000 MEALS ON WHEELS OF GREENVILLE 15 OREGON ST GREENVILLE SC 29605 NONE PC GENERAL OPERATIONS 35000 METROPOLITAN ARTS COUNCIL 16 AUGUSTA ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 20000 MILL COMMUNITY MINISTRIES 8 LOIS AVE GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 150000 MOSAIC EDUCATIONAL AND ARTS PROGRAM 7 SHANNON DR GREENVILLE SC 29615 NONE PC GENERAL OPERATIONS 30000 NAMI GREENVILLE SC 130 INDUSTRIAL DR SUITE A GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 35000 NEIGHBORHOOD FOCUS 6915 WHITE HORSE RD GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 30000 NEW MIND HEALTH & CARE 709 DUNBAR ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 40000 PENDLETON PLACE INC 1133 PENDLETON ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 60000 PHILLIS WHEATLEY ASSOCIATION 4450 CEDAR AVENUE CLEVELAND OH 44103 NONE PC GENERAL OPERATIONS 50000 POE MILL ACHIEVEMENT CENTER 1215 BUNCOMBE RD GREENVILLE SC 29609 NONE PC GENERAL OPERATIONS 35000 PRISMA HEALTH 729 SE MAIN ST SIMPSONVILLE SC 29681 NONE PC GENERAL OPERATIONS 30000 PUBLIC EDUCATION PARTNERS 225 S PLEASANTBURG DRIVE SUITE E6 GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 40000 RANDOLPH COLLEGE 2500 RIVERMONT AVE LYNCHBURG VA 24503 NONE PC GENERAL OPERATIONS 25000 REBUILD UPSTATE PO BOX 8693 GREENVILLE SC 29604 NONE PC GENERAL OPERATIONS 20000 SERVANTS FOR SIGHT PO BOX 2122 GREENVILLE SC 29602 NONE PC GENERAL OPERATIONS 7500 SHARED SERVICES ALLIANCE 700 PARKWOOD AVE CHARLOTTE NC 28205 NONE PC GENERAL OPERATIONS 30000 SLATER MARIETTA HEALTH AND HUMAN 3 MAIN ST MARIETTA SC 29661 NONE PC GENERAL OPERATIONS 30000 SOAPSTONE PRESERVATION ENDOWMENT PO BOX 454 MARIETTA SC 29661 NONE PC GENERAL OPERATIONS 5000 SOUTH CAROLINA CHILDRENS THEATRE 153 AUGUSTA ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 7500 SOUTH CAROLINA INDEPENDENT COLLEGES 1706 SENATE ST COLUMBIA SC 29201 NONE PC GENERAL OPERATIONS 20000 SOUTH CAROLINA RIGHTS RESTORATION 15 7TH STREET NE WASHINGTON DC 20002 NONE PC GENERAL OPERATIONS 30000 SPARTANBURG COUNTY FOUNDATION 424 E KENNEDY ST SPARTANBURG SC 29302 NONE PC GENERAL OPERATIONS 30000 STEP BY STEP MINISTRY HOPE PROJECT 1225 PENDLETON ST GREENVILLE SC 29611 NONE PC GENERAL OPERATIONS 30000 SUSTAINING WAY 60 BAXTER ST GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 50000 TAYLORS FREE MEDICAL CLINIC INC 400 W MAIN ST TAYLORS SC 29687 NONE PC GENERAL OPERATIONS 10000 THE CITY OF GREENVILLE 206 S MAIN ST GREENVILLE SC 29601 NONE GOV GENERAL OPERATIONS 100000 THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PC GENERAL OPERATIONS 50000 THE WAREHOUSE THEATRE 37 AUGUSTA ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 10000 TOGETHER SC 1818 BLANDING ST COLUMBIA SC 29201 NONE PC GENERAL OPERATIONS 10000 UNITED MINISTRIES 606 PENDLETON ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 50000 UNITED WAY OF GREENVILLE COUNTY 105 EDINBURGH CT 2529 GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 75000 UNITY HEALTH ON MAIN 505 NORTH MAIN STREET SUITE C GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 60000 UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET SUITE 736 COLUMBIA SC 29208 NONE PC GENERAL OPERATIONS 20000 UPSTATE CIRCLE OF FRIENDS 29 RIDGEWAY DR GREENVILLE SC 29605 NONE PC GENERAL OPERATIONS 35000 UPSTATE FOREVER 507 PETTIGRU ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 50000 UPSTATE PRIDE SC PO BOX 9128 GREENVILLE SC 29604 NONE PC GENERAL OPERATIONS 50000 UPSTATE MEDIATION CENTER 27 CLEVELAND ST 101 GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 20000 UPSTATE WARRIOR SOLUTIONS 3 CALEDON CT A-2 GREENVILLE SC 29615 NONE PC GENERAL OPERATIONS 10000 URBAN LEAGUE OF THE UPSTATE 15 REGENCY HILL DR GREENVILLE SC 29607 NONE PC GENERAL OPERATIONS 65000 WOMENS RIGHTS AND EMPOWERMENT 1201 MAIN ST STE 1820 COLUMBIA SC 29201 NONE PC GENERAL OPERATIONS 50000 YMCA OF GREENVILLE 723 CLEVELAND ST GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 20000 YOUTHBASE 813 HAMPTON AVE GREENVILLE SC 29601 NONE PC GENERAL OPERATIONS 20000 864PRIDE 30 POINTE CIR GREENVILLE SC 29615 NONE PC GENERAL OPERATIONS 30000 DELTA RESEARCH AND EDUCATIONAL FOUNDATION 1703 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 NONE PC GENERAL OPERATIONS 1555 2721405 0 14 487304 18 1483905 0 1971209 0 1971209 false false false false false false false false false false ACCOUNTING FEES 6150 3075 3075 CORPORATE BONDS 3272731 3186286 CORPORATE STOCK 17109915 24777342 4602925 4588599 0 0 OTHER FMV 3560593 6035674 GOOD GROWTH CAPITAL FUND II, LP FMV 467964 467964 INVESTMENT MANAGEMENT FEES 26030 26030 ADR FEES 10423 10423 ADMINISTRATIVE AND BANK FEES 157519 157519 OTHER EXPENSES 79327 BENEFIT SERVICES FEES 423 SOFTWARE 4420 FIRE & SAFETY PROTECTION 11530 GOOD GROWTH MANAGEMENT FEES 1997 1997 MERGER REVENUE 14484 MISCELLANEOUS REVENUE 16984 GOOD GROWTH CAPITAL FUND II PASSTHROUGH INCOME -9477 -9477 ACCOUNT ADJUSTMENTS 142401 MISCELLANEOUS FEES FOREIGN TAX 34007 34007