2024-08-13T08:42:50-05:00 2024-06-30 570776381 WEBSTERROGERS LLP 698-A BULTMAN DRIVE SUMTER SC 29150 990PF 2023-07-01 576087020 LOUISE G WILSON EDUCATION FUND SYNOVUS TRUST DEPARTMENT LOUI 8037788218 1 BROAD STREET SUMTER SC 29150 CATHERINE K GARDNER TRUST EXECUTIVE 8037788218 2024-08-06 1 0 TABATHA R BELLFLOWERSEA P01314866 8039054000 2023 2024-08-08 14:25:15Z X 3499055 X X 8050 8050 58362 58362 64672 64672 64672 131084 131084 0 0 0 500 500 0 3700 3700 0 807 807 0 38224 19112 19112 43231 24119 19112 172406 172406 215637 24119 191518 -84553 106965 106559 199060 199060 1767302 1738661 2274782 1001220 1025213 1025213 2875081 2962934 3499055 0 0 X 344334 344334 0 0 2530747 2618600 2875081 2962934 2875081 2962934 2875081 -84553 172406 2962934 0 2962934 CAPITAL GAINS DIVIDENDS P 64672 64672 64672 64672 1487 0 1487 0 1487 807 0 0 0 807 40 720 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 ELIZABETH K RODGERS 158 MEETING STREET CHARLESTON SC 29401 PRESIDENT OF SYNOVUS TRUST COMPANY 0.25 0 0 0 DERRICK K WEBB 158 MEETING STREET CHARLESTON SC 29401 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 172406 0 2211314 152810 0 2364124 0 0 2364124 35462 2328662 116433 116433 1487 1487 114946 0 114946 0 114946 191518 0 191518 114946 0 0 706 119335 120041 191518 0 0 0 114946 76572 0 0 196613 0 0 0 0 0 0 0 196613 706 119335 76572 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 N/A HIGHER EDUCATION IN MEDICAL FIELDS OF STUDY 172406 172406 0 14 8050 14 58362 14 64672 0 131084 0 131084 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 3700 3700 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: AMER. EUROPACIFIC GROWTH AT COST 87539 110239 FEDR. TOTAL RETURN BOND FUND AT COST 248750 237120 TOUCHSTONE LARGE CAP FUND AT COST 287620 563481 J P MORGAN MIDCAP #758 AT COST 75373 107916 FEDR HIYIELD BD FD. #900 AT COST 101059 93744 COLUMBIA DIVIDEND OPPORTUNITY AT COST 139744 145178 JP MORGAN LARGE CAP AT COST 31888 74224 VANGUARD SHORT TERM AT COST 96823 92133 T. ROWE PRICE LG. CAP AT COST 63402 0 JANUS ENTERPRISE FUND AT COST 65532 105617 J P MORGAN EQUITY PREMIUM INCOME FUND AT COST 0 173782 DODGE & COX AT COST 243931 236141 AB SMALL CAP GROWTH PORTFOLIO #426 AT COST 40000 51280 FIDELITY SMALL CAP #3303 AT COST 40000 46380 VANGUARD DEVELOPED MARKETS INDEX #127 AT COST 113500 126491 VANGUARD WINSOR FUNDS #5022 AT COST 75000 80482 DFA EMERGING MARKETS #5272 AT COST 28500 30574 LEGAL FEES 500 500 0 STUDENT LOANS 1001220 1025213 1025213 TRUST DEPT. FEES 38224 19112 19112 TRANSFER STUDENT LOANS TO ASSET ACCOUNTS 172406 ESTIMATED TAX PAYMENTS 807 807 0