2021-11-09T08:48:10-06:00 2020-12-31 471356737 MOSS & YANTIS CPA PA PO BOX 2425 MT PLEASANT SC 29465 990PF 2020-01-01 346513748 JOSEPH J SCHOTT FOUNDATION JOSE 8436708716 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 WILLIAM D SAAL JR PRESIDENT 8436708716 2021-11-01 1 WILLIAM SAAL JR XXX-XX-XXXX DEANNA R MOSS CPA P00292986 8436062349 2021-11-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 11807754 X X 701 701 232243 232243 -314722 2169721 0 -81778 232944 108000 17529 90471 3010 0 3010 35054 30229 4825 3185 1451 132 149249 49209 98438 465500 465500 614749 49209 563938 -696527 183735 37547 78813 78813 425440 156944 156944 10303710 9836149 11571997 10766697 10071906 11807754 0 0 X 0 0 0 0 10766697 10071906 10766697 10071906 10766697 10071906 10766697 -696527 7136 10077306 5400 10071906 CAPTRUST STOCK SALES 605343 625150 -19807 -19807 CAPTRUST STOCK SALES 1555680 1851407 -295727 -295727 MSCI FUND 7600 6889 711 711 RUSSELL FUND 1098 997 101 101 -314722 2554 0 2554 0 2554 9036 0 0 0 9036 0 6482 6482 0 0 0 0 0 0 0 0 0 0 0 0 1 OH 0 0 0 0 0 1 N/A WILLIAM D SAAL 8436708716 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH S SAAL 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 VICE PRESIDENT/TREASURER 10.00 36000 0 0 WILLIAM DUNNE SAAL 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 PRESIDENT 10.00 36000 0 0 R GREGORY SCHOTT 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 SECRETARY 10.00 36000 0 0 NONE 0 CAPTRUST 4208 SIX FORKS ROAD SUITE 1700 RALEIGH NC 27609 INVESTMENT 26250 WELLS FARGO ADVISORS 255 E 5TH STREET 1400 CINCINNATI OH 45202 INVESTMENT 0 BOYD WATTERSON ONE NORTH WACKER DRIVE SUITE 4025 CHICAGO IL 60606 INVESTMENT 0 0 0 10371482 510755 0 10882237 0 0 10882237 163234 10719003 535950 535950 2554 2554 533396 0 533396 0 533396 563938 0 563938 0 563938 533396 110763 0 0 563938 110763 0 0 453175 0 0 0 0 0 0 0 0 80221 0 0 0 WILLIAM DUNNE SAAL 703 OLDE CENTRAL WAY MOUNT PLEASANT SC 29464 8436708716 GRANT REQUEST ARE SENT TO THE ATTENTION OF TRUSTEE LISTED IN LINE 2A NONE NONE BEST BUDDIES 100 SE 2ND ST STE 2200 MIAMI FL 33131 GENERAL OPERATING 2500 BLISS 1163 PLEASANT OAKS DR MOUNT PLEASANT SC 29464 GENERAL OPERATION 1500 CANCER ALLIANCE OF NAPLES 3394 WOODS EDGE CIRCLE STE 102 BONITA SPRINGS FL 34134 GENERAL OPERATION 2500 CAROLINA ART ASSOCIATION 135 MEETING ST CHARLESTON SC 29401 GENERAL OPERATION 31000 CHARLESTON LIBRARY SOCIETY 164 KING STREET CHARLESTON SC 29401 GENERAL OPERATION 26000 CLAFIN UNIVERSITY 400 MAGNOLIA ST ORANGEBURG SC 29115 GENERAL OPERATION 5000 DAN MARINO FOUNDATION 400 NORTH ANDREWS AVENUE FORT LAUDERDALE FL 33301 GENERAL OPERATION 1000 DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 ABOVE AND BEYOND CAPITAL 25000 FRIENDSHIP CICLE 8700 SW 112TH ST MIAMI FL 33176 GENERAL OPERATING 2500 GARGIULO EDUCATION CENTER 1414 RAIL HEAD BLVD NAPLES FL 34110 GENERAL OPERTION 2500 HARBOR HALL PO BOX 376 HARBOR SPRINGS MI 49740 GENERAL OPERATION 75000 HARBOR SPRINGS LIBRARY 206 SPRING ST HARBOR SPRINGS MI 49740 GENERAL OPERATION 1000 HARRY CHAPIN 3760 FOWLER ST FT MYERS FL 33901 GENERAL OPERATING 2500 JUNIOR ACHIEVEMENT OF SW FL 13241 UNIVERSITY DR STE 102 FORT MYERS FL 33907 GENERAL OPERTION 1000 LOWCOUNTRY FOOD BANK 2864 AZALEA DR CHARLESTON SC 29405 COVID 19 RESPONSE 5000 MEET THE NEEDS CHARLESTON 275 BEECH HILL MOUNT PLEASANT SC 29464 COVID 19 RESPONSE 5000 MT SINAI MEDICAL CENTER FOUNDATION 4300 ALTON ROAD MIAMI BEACH FL 33140 GENERAL OPERATING 5000 MUSC CHILDREN'S 268 CALHOUN ST MSC 182 CHARLESTON SC 29425 GENERAL OPERATING 10000 N MI HOSPITAL 360 CONNABLE AVE PETOSKEY MI 49770 GENERAL OPERATION 10000 N MICHIGAN HOSPITAL FOUNDATION 360 CONNABLE AVE PETOSKEY MI 49770 EMERGENCY RESPONSE FUND 5000 NATIONAL CATHOLIC PARTNERSHIP ON DISABILITY 415 MICHIGAN AVE NE STE 95 WASHINGTON DC 20017 GENERAL OPERATION 10000 NCH PO BOX 234 NAPLES FL 34106 CORONA VIRUS 10000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS CT STE 800 CHICAGO IL 60611 GENERAL OPERATION 5000 ONE80 PLACE PO BOX 20038 CHARLESTON SC 294130038 GENERAL OPERATION 30000 PORTER-GAUD FOUNDATION 300 ALBERMARLE ROAD CHARLESTON SC 29407 RENEWAL CAPITAL CAMPAIGN 25000 RONALD MCDONALD HOUSE CHARLESTON 81 GADSDEN ST CHARLESTON SC 29401 GENERAL OPERATION 5000 ROPER HOSPITAL FOUNDATION 125 DOUGHTY STREET STE 790 CHARLESTON SC 29403 GENERAL OPERATION 35000 SC AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 GENERAL OPERATION 10000 SCHOTT MEMORIAL CENTER 6591 S FLAMINGO ROAD COOPER CITY FL 333303915 GENERAL OPERATION 45000 ST FRANCIS 414 MICHIGAN ST PETOSKEY MI 49770 GENERAL OPERATION 1500 ST MATTHEWS 2601 AIRPORT ROAD S NAPLES FL 34112 GENERAL OPERATING 2500 ST RITA 1720 GLENDALE MILFORD RD CINCINNATI OH 45215 GENERAL OPERATING 10000 ST XAVIER HIGH SCHOOL 600 W NORTH BEND ROAD CINCINNATI OH 452241499 NEED BASED SCHOLARSHIP PROGRAM 15000 THE CHILDREN'S MUSEUM OF THE LOWCOUNTRY 25 ANN ST CHARLESTON SC 29403 MAKE AND BELIEVE CAPITAL CAMPAIGN 25000 THE CUSHMAN SCHOOL 592 NORTHEAST 60TH ST MIAMI FL 33137 GENERAL OPERATION 5000 TRIDENT UNITED WAY PO BOX 63305 N CHARLESTON SC 29419 COVID 19 RESPONSE 10000 YOUTH HAVEN 5867 WHITAKER RD NAPLES FL 34112 GENERAL OPERATION 2500 465500 0 14 701 14 232243 -314722 0 232944 -314722 -81778 8 CAPITAL LOSSES FROM STOCK SALES FOR 2020 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3010 0 3010 MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITHTHE STATE. 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