2017-05-30T11:30:06-05:00 2016-12-31 570939707 Lewis W Haselwood Jr PC PO Box 8895 Greenville SC 29604 990PF 2016-01-01 576120078 Louise M Earle Foundation EARL 8649189700 1405 Coachman Drive Fountain Inn SC 296444530 O Perry Earle III Trustee 8649189700 2017-05-30 1 Lewis W Haselwood Jr CPA P00224897 8642338400 2017-05-30 24.159.136.98 2017-05-30 11:29:56 ED P 53142BBF14FCD6DFB928DD23FD999D7B011E8AA1 484B399C55426D1B11496C9EAB49E8E8ADA41439 2016 2021-01-29 14:40:06Z X 667404 X X 7629 7629 36085 140052 36085 43714 43714 0 0 0 1725 1725 0 327 327 0 7172 7172 0 9224 9224 0 33000 33000 42224 9224 33000 1490 34490 748 5812 5812 456645 452363 661592 457393 458175 667404 0 0 X 436342 457393 0 0 21051 782 457393 458175 457393 458175 457393 1490 0 458883 708 458175 UBS 35841 - Publicly Traded Securitites 2016-01-01 2016-04-13 758 715 43 43 UBS 35841 - Publicly Traded Securitites 2015-01-01 2016-11-16 5206 5421 -215 -215 UBS 35841 - Publicly Traded Securitites 2015-01-01 2016-11-16 8695 5251 3444 3444 UBS 35842 - Publicly Traded Securitites 2016-01-01 2016-12-15 1241 967 274 274 UBS 35842 - Publicly Traded Securitites 2015-01-01 2016-10-21 18358 14079 4279 4279 UBS 35842 - Publicly Traded Securitites 2015-01-01 2016-04-12 20265 7786 12479 12479 UBS 35843 - Publicly Traded Securitites 2016-01-01 2016-01-25 3089 3015 74 74 UBS 35843 - Publicly Traded Securitites 2015-01-01 2016-11-14 22054 22517 -463 -463 UBS 35843 - Publicly Traded Securitites 2015-01-01 2016-06-01 15834 7208 8626 8626 UBS 35844 - Publicly Traded Securitites 2016-01-01 2016-01-21 1832 2315 -466 -466 UBS 35844 - Publicly Traded Securitites 2015-01-01 2016-07-28 40574 34747 6106 6106 UBS 35844 - Publicly Traded Securitites 2015-01-01 2016-07-08 2144 242 1902 1902 UBS - Rounding 2015-01-01 2016-02-01 2 2 2 36085 0 31768 670593 0.047373 25400 663676 0.038272 23597 586811 0.040212 25612 501037 0.051118 26416 510165 0.051779 0.228754 0.045751 666067 30473 345 30818 33000 X 345 0 345 0 345 560 560 215 215 0 0 0 0 0 0 0 0 0 0 0 0 1 SC 1 0 0 0 0 0 N/A O Perry Earle III 8649189700 1405 Coachman Drive Fountain Inn SC 29644 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Louise Earle Oxner 10 Parkins Lake Road Greenville SC 29607 Trustee 0.25 0 0 0 O Perry Earle III 1405 Coachman Drive Fountain Inn SC 296444530 Trustee 0.25 0 0 0 F Jordan Earle 15 S Main St 501 Greenville SC 29601 Trustee 0.25 0 0 0 NONE 0 NONE 0 0 672735 3475 0 676210 0 0 676210 10143 666067 33303 33303 345 345 32958 0 32958 0 32958 33000 0 33000 345 32655 32958 32993 0 0 33000 32993 0 0 7 0 0 0 0 0 0 0 0 32951 0 0 0 F Jordan Earle Trustee 429 East Parkins Mill Road Greenville SC 29607 8644145837 JEarleInc@gmail.com Applicants send written inquiries to Mr. Jordan Earle and Grant Request Forms and related matericals will be provided to qualified applying organizations. On or before May 31st of each year for consideration during the subsequent three months. Grant awards are directed to 501(c)(3) organizations indicating program growth benefiting underpriviledged, emotionally disturbed, neglected and otherwise abused children and developmentally handicapped children. YMCA Capital Campaign 723 Cleveland St Greenville SC 29601 unrelated 501(c)(3) To assist to carry out the objectives of the payee 501(c)(3) organization's charitable objectives 7000 Camperdown Capital Campaign 501 Howell Rd Greenville SC 29650 unrelated 501(c)(3) To assist to carry out the objectives of the payee 501(c)(3) organization's charitable objectives 26000 33000 0 14 7629 14 18 36085 0 43714 0 43714 0 0 0 0 0 0 0 0 0 0 Accounting & tax return preparation fees 1725 1725 0 UBS Atlanta - sm cap value 126811 200533 UBS Zayez Sarofim - lg cap core 89793 137082 UBS Oak Ridge - all cap growth 121254 175795 UBS TCW - lg cap growth 114505 148182 Portfolio carrying value adjustment 708 UBS managed account fees 7163 7163 0 UBS account fees - other 9 9 0 UBS managed accounts - Foreign tax 115 115 0 IRS/US Treasury excise tax - 2016 212 212 0