2018-05-16T11:04:12-05:00 2017-12-31 522008740 GEIMER EHRLICH & GROSS PA 7910 WOODMONT AVE STE 315 BETHESDA MD 20814 990PF 2017-01-01 521907428 THE MORNING SUN FOUNDATION MORN 2023938668 C/O J SMUCK 4600 FAIRFAX DR NO 304 ARLINGTON VA 22203 JOHN C SMUCK SECRETARY 2023938668 2018-05-15 1 RONALD P GROSS P00997066 3016545800 2017 2022-09-23 18:48:47Z X 170859 X 0 X 4378 3850 10467 33579 10467 14845 14317 0 0 0 3024 0 0 1125 0 0 4149 0 0 25000 25000 29149 0 25000 -14304 14317 17066 12076 12076 8230 6665 85112 75847 68098 73671 101143 86839 170859 0 0 X 101143 86839 101143 86839 101143 86839 101143 -14304 0 86839 0 86839 200 SHS CONOCOPHILLIPS P 2004-12-20 2017-12-18 10498 1565 8933 8933 935.599 SHS EATON VANCE DIVERSIFIED CURRENCY P 2013-10-28 2017-02-14 8179 10000 -1821 -1821 986.661 SHS LAZARD INTL STRATEGIC EQUITY PORT P 2012-12-12 2017-05-17 13798 11547 2251 2251 CAPITAL GAINS DIVIDENDS P 1104 1104 1104 10467 0 9919 158408 0.062617 9000 171477 0.052485 8000 196896 0.040631 12500 190914 0.065475 12500 179887 0.069488 0.290696 0.058139 168710 9809 143 9952 25000 X 143 0 143 0 143 199 0 0 199 0 56 56 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 1 N/A JOHN C SMUCK ESQUIRE 2023938668 4600 FAIRFAX DRIVE STE 304 ARLINGTON VA 22203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J CONSTANCE DARDEN YOUNG 501 NEWBERRY STREET SW AIKEN SC 29801 PRESIDENT 0.00 0 0 0 JESSE YOUNG 501 NEWBERRY STREET SW AIKEN SC 29801 VICE-PRES 0.00 0 0 0 JOHN C SMUCK 4600 FAIRFAX DRIVE STE 304 ARLINGTON VA 22203 SECRETARY 0.00 0 0 0 JESSE YOUNG 501 NEWBERRY STREET SW AIKEN SC 29801 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 156646 14633 0 171279 0 0 171279 2569 168710 8436 8436 143 143 8293 0 8293 0 8293 25000 0 25000 143 24857 8293 0 0 3681 3225 705 2161 9772 25000 0 0 0 8293 16707 0 0 26479 0 0 0 0 0 0 3681 22798 3225 705 2161 16707 1995-08-15 X J CONSTANCE DARDEN-YOUNG 501 NEWBERRY STREET SW AIKEN SC 29801 8036490612 WRITTEN APPLICATION FOR CONTRIBUTIONS AND GRANTS NONE NONE CONSERVATION VOTERS OF SOUTH CAROLINA EDUCATION FUND 701 WHALEY ST STE 207 COLUMBIA SC 292015900 NONE NON-PROFIT CHARITABLE 5000 NC WARN PO BOX 61051 DURHAM NC 277151051 NONE NON-PROFIT CHARITABLE 5000 SAVANNAH RIVER SITE WATCH 1112 FLORENCE ST COLUMBIA SC 29201 NONE NON-PROFIT CHARITABLE 5000 SOUTH CAROLINA COASTAL CONSERVATION LEAGUE 328 EAST BAY ST PO BOX 1765 CHARLESTON SC 29402 NONE NON-PROFIT CHARITABLE 5000 CHILDREN'S PLACE 310 BARNWELL AVE NE AIKEN SC 29801 NONE NON-PROFIT CHARITABLE 5000 25000 0 14 4378 18 10467 0 14845 0 14845 8 PROCEEDS FROM SALE OF STOCK USED TO FURTHER THE CHARITABLE PURPOSES OF THE MORNING SUN FOUNDATION. 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEE 1125 0 0 ALBEMARLE CORPORATION-250 SHARES 2313 31973 CONOCOPHILLIPS INC-360 SHARES 2817 19760 PHILLIPS 66- 330 SHARES 1535 33379 CHAMPLAIN SMALL COMPANY FUND ADV CL-377.193 SHARES FMV 4300 7506 MATTHEWS ASIA DIVIDEND FUND-716.844 SHARES FMV 10000 14143 OPPENHEIMER STEELPATH MLP SLCT 40 FD-914.14 SHARES FMV 10000 7953 DOUBLELINE TOTAL RETURN BD FD-1332.447 SHARES FMV 15000 14164 LOOMIS SAYLES STRATEGIC INCOME FD-1014.939 SHARES FMV 15000 14737 HARDING LOEVNER INTL EQTY PORT-665.844 SHARES FMV 13798 15168 LEGAL FEES 3024 0 0