2022-05-16T11:21:37-05:00 2021-12-31 813146074 BROWN HIERS KINDER LLC 701 E BAY ST STE 509 CHARLESTON SC 29403 990PF 2021-01-01 470986248 WEP FOUNDATION WEPF 8435772551 2 COCHRAN COURT CHARLESTON SC 29407 DAVID P BROWN TREASURER 8438011502 2022-05-16 true DAVID P BROWN XXX-XX-XXXX DANIEL R HIERS P00793615 8438047069 2022-05-16 2021 2022-09-23 18:48:47Z X 777777 X 93592 X 5 5 10435 10435 46802 154181 46802 226 226 151060 57468 30000 15000 2295 1147 1550 775 4928 3914 183 67 38956 20903 0 14350 14350 53306 20903 14350 97754 36565 17786 29962 29962 498487 581995 747815 516273 611957 777777 2070 2070 0 X 514203 611957 514203 611957 516273 611957 514203 97754 611957 611957 79.057 AQR MGD FUT STR I P 2020-12-23 2021-07-29 612 607 5 5 1457.288 AQR MGD FUT STR I P 2021-07-29 11275 15378 -4103 -4103 240.848 BLKRCK EQ DIV I P 2021-01-26 5000 5454 -454 -454 310.835 BLKRCK M/A INC I P 2015-01-29 2021-01-26 3500 3499 1 1 2699.373 BLKRCK M/A INC I P 2021-07-29 31205 29668 1537 1537 90.509 FID ADVS NEW INSIGHTS I P 2015-01-29 2021-01-26 3500 2426 1074 1074 94.697 DEL IVY MDCP GRW I P 2015-01-29 2021-01-26 4000 2239 1761 1761 712.589 LORD ABB S/DUR INC I P 2015-01-29 2021-01-26 2974 3178 -204 -204 5409.124 LORD ABB S/DUR INC I P 2021-07-29 22692 23714 -1022 -1022 23.621 T ROWE BLUE CHP GRW INVS P 2015-01-29 2021-01-26 4000 1596 2404 2404 57.140 T ROWE BLUE CHP GRW INVS P 2015-01-29 2021-05-24 10000 3860 6140 6140 1333.050 TEMPLE INTL BD ADVS P 2021-07-29 11424 13538 -2114 -2114 244.073 VIRTUS VNTBL E/MKT I P 2021-01-26 3500 2222 1278 1278 46802 5 508 508 508 X 2 510 false false false false false false false true true true false false false false true N/A WALKER BUXTON 8435772551 2 COCHRAN COURT CHARLESTON SC 29407 false false false false true false false false false false false false false false false false false false false false false false WALKER BUXTON 2 COCHRAN COURT CHARLESTON SC 29407 DIRECTOR 000.00 30000 0 0 EDWARD BUXTON 2 COCHRAN COURT CHARLESTON SC 29407 SECRETARY 000.00 0 0 0 DAVID P BROWN 701 EAST BAY STREET STE 410 CHARLESTON SC 29403 TREASURER 000.00 0 0 0 NONE NONE N/A 690286 49659 0 739945 739945 11099 728846 36442 36442 508 508 35934 35934 35934 14350 14350 35934 5320 14497 2650 22467 14350 14350 21584 21584 883 0 883 883 NONE NONE WALKER BUXTON 2 COCHRAN COURT CHARLESTON SC 29407 8434780346 WALKERPMBUXTON@GMAIL.COM LETTER DETAILING NEEDS AND PROPOSED USE OF FUNDS NONE NO RESTRICTIONS CHARLESTON PROMISE NEIGHBORHOOD 1834 SUMMERVILLE AVE 200 NORTH CHARLESTON SC 29405 N/A EXEMPT NP GENERAL SUPPORT 250 LOW COUNTRY RED CROSS 2424-A CITY HALL LN NORTH CHARLESTON SC 29406 N/A EXEMPT NP GENERAL SUPPORT 10000 GRACE EPISCOPAL 98 WENTWORTH ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL SUPPORT 2500 ROPER HOSPITAL FOUNDATION 125 DOUGHTY ST STE 790 CHARLESTON SC 29403 N/A EXEMPT NP GENERAL SUPPORT 1500 CHARLESTON WATERKEEPER PO BOX 29 CHARLESTON SC 29402 N/A EXEMPT NP GENERAL SUPPORT 100 14350 14 5 14 10435 14 226 14 46802 57468 57468 false false false false false false false false false false ACCOUNTING FEES 1550 775 HARBOR FINANCIAL GROUP MUTUAL FUNDS 581995 747815 LPL FINANCIAL 226 226 ADVISORY FEES 2971 2971 OTHER FEES 387 128 BANK FEES 60 60 PROFESSIONAL FEES 1510 755 LPL FINANCIAL FOREIGN TAXES 67 67 FEDERAL TAXES 116