2024-10-09T14:52:04-05:00 2023-11-30 440160260 FORVIS MAZARS LLP 525 EAST BAY STREET STE 100 CHARLESTON SC 29403 990PF 2022-12-01 576023443 WHERRY FAMILY FOUNDATION ATTN ELIZABETH W COLALUCA WHER 8437372796 2 NORTH EMBLER COURT TAYLORS SC 29687 ELIZABETH WHERRY OFFICER 8437372796 2024-10-09 1 1 JEREMY NAESS P01306905 8437226443 2024-10-09 2022 2024-10-15 13:58:12Z X 1069005 X X 2118 2118 17901 17901 61156 241945 61156 81175 81175 0 0 0 4484 2242 2242 12291 91 0 16775 2333 2242 106200 106200 122975 2333 108442 -41800 78842 82991 45298 45298 757496 753519 1023707 840487 798817 1069005 0 0 X 427074 427074 0 0 413413 371743 840487 798817 840487 798817 840487 -41800 130 798817 0 798817 JP MORGAN - 59348 2022-12-09 2023-08-09 9839 11651 -1812 -1812 JP MORGAN - 59348 2020-05-13 2023-08-09 68801 50038 18763 18763 JP MORGAN - 59559 2018-10-25 2023-10-27 163305 119100 44205 44205 61156 1096 0 1096 0 1096 442 0 0 0 442 0 654 0 0 0 0 0 0 0 0 0 0 1 1 SC 0 0 0 0 0 1 N/A THE FOUNDATION 8437372796 2 NORTH EMBLER COURT TAYLORS SC 29687 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN KNOX WHERRY 7645 BLUE HOUSE LANE EDISTO ISLAND SC 29438 TRUSTEE 0.25 0 0 0 NANCY C WHERRY 7645 BLUE HOUSE LANE EDISTO ISLAND SC 29438 TRUSTEE 0.25 0 0 0 ELIZABETH WHERRY COLALUCA 2 NORTH EMBLER COURT TAYLORS SC 29687 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1043524 80538 0 1124062 0 0 1124062 16861 1107201 55360 55360 1096 1096 54264 0 54264 0 54264 108442 0 108442 54264 58027 2020 40665 0 108442 58027 40665 0 9750 0 0 0 0 0 0 0 0 44514 0 0 0 JOHN KNOX WHERRY X CONNIE MAXWELL CHILDREN'S MINISTRIES 810 MAXWELL AVE GREENWOOD SC 29646 NONE 501(C)(3) CHARITABLE 200 FIRST BAPTIST CHURCH 404 LOVE AVE TIFTON GA 31794 NONE 501(C)(3) CHARITABLE 6000 ALZHEIMERS ASSOCIATION 4124 CLEMSON BLVD STE L ANDERSON SC 29621 NONE 501(C)(3) CHARITABLE 1500 EDISTO ISLAND OPEN LAND TRUST 547 SC-174 EDISTO ISLAND SC 29438 NONE 501(C)(3) CHARITABLE 500 CALVARY FOUNDATION 741 WEST SECOND STREET RIPON CA 95366 NONE 501(C)(3) CHARITABLE 5000 ALL ABOUT GOD MINISTRIES PO BOX 63 BELEN NM 870020063 NONE 501(C)(3) CHARITABLE 5000 FIRST PRESYBYTERIAN CHURCH 200 WEST WASHINGTON ST GREENVILLE SC 29601 NONE 501(C)(3) CHARITABLE 34500 ISAIAH 117 HOUSE PO BOX 842 ELIZABETHTON TN 37644 NONE 501(C)(3) CHARITABLE 5000 UNITY BAPTIST CHURCH 1000 FAIRVIEW RD SIMPSONVILLE SC 29680 NONE 501(C)(3) CHARITABLE 1000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 809010520 NONE 501(C)(3) CHARITABLE 6000 KIND OF THE UPSTATE PO BOX 8242 GREENVILLE SC 29604 NONE 501(C)(3) CHARITABLE 2000 FELLOWSHIP AR 1401 KIRK RD LITTLE ROCK AR 72223 NONE 501(C)(3) CHARITABLE 2000 PIEDMONT WOMENS CENTER 1143 GROVE ROAD GREENVILLE SC 29605 NONE 501(C)(3) CHARITABLE 2500 DAVID'S TABLE 18 ALDRIDGE DR GREENVILLE SC 29607 NONE 501(C)(3) CHARITABLE 5000 3 GEN MINISTRIES PO BOX 26115 GREENVILLE SC 29616 NONE 501(C)(3) CHARITABLE 5000 GREER FIRST BAPTIST 201 W POINSETT ST GREER SC 29650 NONE 501(C)(3) CHARITABLE 5000 GREENVILLE'S GIFT PO BOX 8006 GREENVILLE SC 29604 NONE 501(C)(3) CHARITABLE 5000 GOAT - LEAD COLLECTIVE 110 S PLEASANTBURG DR GREENVILLE SC 29607 NONE 501(C)(3) CHARITABLE 2500 GATEWAY HOUSE PO BOX 4241 GREENVILLE SC 29608 NONE 501(C)(3) CHARITABLE 1000 EASLEY FIRST BAPTIST CHURCH 300 E 1ST AVE EASLEY SC 29640 NONE 501(C)(3) CHARITABLE 1000 HABITAT FOR HUMANITY OF GREENVILLE COUNTY PO BOX 1206 GREENVILLE SC 29602 NONE 501(C)(3) CHARITABLE 5000 A CHILD'S HAVEN 20 MARTIN DR GREENVILLE SC 29617 NONE 501(C)(3) CHARITABLE 1000 PROJECT HOPE FOUNDATION 2131 WOODRUFF RD SUITE 2100-358 GREENVILLE SC 29607 NONE 501(C)(3) CHARITABLE 2000 SERVANTS FOR SIGHT PO BOX 2122 GREENVILLE SC 29602 NONE 501(C)(3) CHARITABLE 2500 106200 0 14 2118 14 17901 18 61156 0 81175 0 81175 0 0 0 0 0 0 0 0 0 0 ELECTION UNDER REGULATION 53.4942(A)-3(C)(2)THE ORGANIZATION IS MAKING AN ELECTION UNDER 53.4942(A)-3(C)(2) BY SIGNATURE OF ITS RETURN TO TREAT DISTRIBUTIONS MADE DURING THE TAX PERIOD ENDED 11/30/2023 AS DISTRIBUTIONS TO SATISFY UNDISTRIBUTED INCOME FROM THE PERIODS ENDED 11/30/2022, THEN 11/30/2021, AND 11/30/2023. THEREFORE SATISFYING PREVIOUS UNDER DISTRIBUTIONS FORM PRIOR YEARS. IN THE PAST, THE SC ATTORNEY GENERAL'S OFFICE REQUESTED A COPY OF THE FEDERAL 990-PF. AT THIS POINT IN TIME, THE ATTORNEY GENERAL'S OFFICE NO LONGER WANTS THE ANNUAL FILING. HOWEVER, THE ATTORNEY GENERAL'S OFFICE MAINTAINS THE RIGHT TO REQUEST THE 990-PF SHOULD NEED ARISE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUESTS AS APPLICABLE. JP MORGAN INVESTMENTS 753519 1023707 CHANGE IN COST BASIS 130 OTHER PROFESSIONAL FEES 4484 2242 2242 FOREIGN TAXES 91 91 0 IRS TAXES 12200 0 0