2025-03-12T10:28:16+00:00 2023-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990PF 2023-01-01 576024996 The Jolley Foundation JOLL 8003523705 6325 S Rainbow Blvd Ste 300 Las Vegas NV 89118 James M Bruce III Trustee 8003523705 2025-03-12 true true Amy Bibby P00445891 8282542254 2025-03-12 2023 2025-03-06 01:10:19Z X 38781141 X X 833084 833084 697951 697951 697951 0 0 0 0 0 0 1531035 1531035 0 120784 120784 11032 11032 0 0 0 0 6750 3375 0 3375 178500 89250 0 89250 47880 25214 0 0 0 0 0 414 274908 219529 0 0 640268 337368 0 224441 3463415 3463415 4103683 337368 0 3687856 -2572648 1193667 0 442 22014 22014 3278062 1102518 1102518 0 0 0 400000 400000 400000 400000 0 0 0 0 0 0 0 0 5285348 5457705 5269138 15850647 16422831 23400180 3778284 3763470 3516638 0 0 0 0 4328654 3362343 5070653 0 0 0 0 0 0 0 32921437 30530881 38781141 0 0 0 0 0 0 X 37297672 37458239 -4376235 -6927358 32921437 30530881 32921437 30530881 32921437 -2572648 182092 30530881 0 30530881 Short Term Gain P 78328 78328 0 78328 Long Term Gain P 619548 619548 0 619548 CAPITAL GAINS DIVIDENDS 75 75 0 75 697951 0 16592 16592 16592 0 0 X 806 17398 0 false false false false false false false true true NV true false false false false true N/A Wells Fargo Bank NA 8003523705 100 North Main Street FL6 D4001-065 WinstonSalem NC 27101 false false false false false false false false false false false false false false false false false false false false false Andrew K Christian Wells Fargo Bank PO Box 969 Greenville SC 29602 CO Trustee 4.000 0 0 0 Jolley Bruce Christman Wells Fargo Bank PO Box 969 Greenville SC 29602 Co Trustee 4.000 0 0 0 James M Bruce III Wells Fargo Bank PO Box 969 Greenville SC 29602 CO Trustee 4.000 0 0 0 James M Bruce IV Wells Fargo Bank PO Box 969 Greenville SC 29602 CO Trustee 4.000 0 0 0 Meliah Bowers Jefferson JD PO Box 8182 Greenville SC 29604 Executive Director 40.000 120784 0 1 0 33941816 3690698 0 37632514 0 37632514 564488 37068026 1853401 1853401 16592 16592 1836809 1836809 1836809 3687856 0 0 3687856 1836809 0 754103 600981 649803 1066478 2915709 5987074 3687856 0 0 0 1836809 1851047 0 7838121 0 0 0 0 0 754103 7084018 600981 649803 1066478 2915709 1851047 WELLS FARGO BANK NA 100 NORTH MAIN STREET FL6 D4001-06 WINSTONSALEM NC 27101 8882354351 WELLSFARGO.COM/PRIVATE-FOUNDATIONS/JOLLEY-FOUNDATION APRIL 1ST AND SEPTEMBER 1ST RESIDENTS OF GREENVILLE COUNTY, SC AND THE UPSTATE Alianza Hispana Hispanic Alliance 225 S Pleasantburg Dr Greenville SC 29607 None PC General Operations 75000 American cancer society 270 Peachtree St NW Suite 1300 Atlanta GA 30303 None PC General Operations 35000 American civil liberties union 125 Broad Street 18th Floor New York NY 10004 None PC General Operations 10000 Best skills academy 28 Bolt St Greenville SC 29605 None PC General Operations 10000 Big Brothers Big Sisters of the upstate 620 N Main St Greenville SC 29601 None PC General Operations 10000 Bold leadership network 600 W Washington St Greenville SC 29602 None PC General Operations 25000 center for community self-help 301 W Main St Durham NC 27701 None PC General Operations 25000 Center for community services 1102 Howard Dr Building 7 Simpsonville SC 29681 None PC General Operations 20000 clemson university foundation 155 Old Greenville Hwy Clemson SC 29631 None PC General Operations 30000 college unbound 325 Public St Providence RI 02905 None PC General Operations 60000 Community Foundation of Greenville 630 E Washington St Greenville SC 29601 None PC General Operations 175000 Community research group 18 Ivy Trail Greenville SC 29615 None PC General Operations 9500 compass of carolina inc 1100 Rutherford Rd Greenville SC 29609 None PC General Operations 25000 Constee foundation inc 480 Conestee rd Greenville SC 29605 None PC General Operations 50000 echo project po box 8 laurens SC 29360 None PC General Operations 45000 Faces and voices of recovery 10 G Street NE Washington DC 20002 None PC General Operations 58500 First impression inc 3401 Girard Blvd Ne Albuquerque NM 87107 None PC General Operations 35000 friends of momentum bike clubs 225 S Pleasantburg Dr Greenville SC 29607 None PC General Operations 30000 gene xcellence 106 W Georgia Rd simpsonville SC 29681 None PC General Operations 30000 greenville center for creative arts 101 Abney St Greenville SC 29611 None PC General Operations 15000 greenville county human relations 301 University Ridge Greenville SC 29601 None PC General Operations 30000 Greenville literacy Association 225 S Pleasantburg Dr Greenville SC 29607 None PC General Operations 20000 Greenville Tech Foundation 556 Perry ave suite B 110 Greenville SC 29611 None PC General Operations 65000 greenville theatre 444 College St Greenville SC 29601 None PC General Operations 25000 greer relief & resources agency inc Neighborhood Impact Center 113C Be greer SC 29651 None PC General Operations 45000 Habitat for Humanity of greenville county PO Box 1206 Greenville SC 29602 None PC General Operations 63000 Homeless period project 355 Woodruff road suite 106 Greenville SC 29607 None PC General Operations 35000 homes of hope 3 Dunean St Greenville SC 29611 None PC General Operations 75000 infinite possibilities inc 701 EASLEY BRIDGE RD STE 6070 Greenville SC 29611 None PC General Operations 30000 institute for child success 613 E McBee Ave Greenville SC 29601 None PC General Operations 50000 just city inc PO Box 41852 memphis TN 38174 None PC General Operations 10000 mill community ministries 8 Lois Ave Greenville SC 29611 None PC General Operations 185000 new morning 1501 Main St 150 Columbia SC 29201 None PC General Operations 50000 pendleton place inc 1133 Pendleton St Greenville SC 29601 None PC General Operations 60000 Poe Mill Achievement Center 1215 buncombe rd Greenville SC 29609 None PC General Operations 25000 pride link 316 W Stone Ave Greenville SC 29609 None PC General Operations 55000 project host 525 S Academy St Greenville SC 29601 None PC General Operations 10000 public education partners 225 S Pleasantburg Dr Greenville SC 29607 None PC program development 50000 Randolph College 2500 rivermont ave lynchburg VA 24503 None PC General Operations 25000 rebuild upstate 601 Green Ave Greenville SC 29601 None PC General Operations 25000 root & rebound 1730 Franklin St 300 Oakland CA 94612 None PC General Operations 75000 servants for sight PO Box 2122 Greenville SC 29602 None PC General Operations 10000 soapstone preservation endowment PO Box 454 Marietta SC 29661 None PC General Operations 40000 Soteria World Outreach 210 shaw st Greenville SC 29609 None PC General Operations 75000 South Carolina Childrens Theatre 153 augusta st Greenville SC 29601 None PC General Operations 5000 South Carolina Environmental Law 407 Church St Unit E Georgetown SC 29440 None PC General Operations 50000 South Carolina Governors School for arts and humanities 15 university st Greenville SC 29601 None PC General Operations 15000 south carolina independent colleges 1706 Senate St Columbia SC 29201 None PC General Operations 30000 spartanburg county foundation 424 E Kennedy St spartanburg SC 29302 None PC General Operations 30000 step by step ministry hope project 1225 Pendleton St Greenville SC 29611 None PC General Operations 25000 sustaining way 60 Baxter St Greenville SC 29607 None PC General Operations 60000 taylors free medical clinic inc 400 W Main St Taylors SC 29687 None PC General Operations 20000 The Family Effect 1400 cleveland st Greenville SC 29607 None PC General Operations 37500 the julie valentine center 2905 White Horse Rd Greenville SC 29611 None PC General Operations 20000 the salvation army 615 Slaters Lane Alexandria VA 22314 None PC General Operations 50000 The Warehouse Theatre 37 augusta st Greenville SC 29601 None PC General Operations 10000 Thornwell 302 s broad st clinton SC 29325 None PC General Operations 10000 united housing connections 135 Edinburgh Ct Greenville SC 29607 None PC General Operations 60000 United Ministries 606 pendleton st Greenville SC 29601 None PC General Operations 52500 united negro college fund 1805 7th street NW Washington DC 20001 None PC General Operations 30000 United Way of Greenville County 105 edinburgh ct 2529 Greenville SC 29607 None PC General Operations 100000 upstate circle of friends 29 Ridgeway Dr Greenville SC 29605 None PC General Operations 25665 Upstate Mediation Center 27 cleveland st 101 Greenville SC 29601 None PC General Operations 15000 upstate warrior solutions 3 Caledon Ct A-2 Greenville SC 29615 None PC General Operations 20000 urban land institute 2001 L Street NW Suite 200 Washington DC 20036 None PC General Operations 600 urban league of the upstate 15 Regency Hill Dr Greenville SC 29607 None PC General Operations 50000 vets helping vets greenville 770 Pelham Rd Greenville SC 29615 None PC General Operations 5000 Womens Rights and empowerment 1201 main st ste 1820 columbia SC 29201 None PC General Operations 60000 ymca of greenville 723 cleveland st Greenville SC 29601 None PC General Operations 50000 youthbase 813 Hampton Ave Greenville SC 29601 None PC General Operations 30000 Abundance Capital 1 N Main St Greenville SC 29601 None PC General Operations 140000 Augustine Literacy Project 115 w 7th st charlotte NC 28202 None PC General Operations 10000 Beyond Housing SC 310 mills ave unite 105 Greenville SC 29605 None PC General Operations 30000 Girlup GVL 408 randall st Greenville SC 29609 None PC General Operations 35000 Greenville County Interfaith Justice 9401 Biscayne Boulevard Suite 215 Miami Shores FL 33138 None PC General Operations 20000 Greenville Housing Fund 1615 A wade hampton blvd Greenville SC 29609 None PC General Operations 45000 greenville light opera works glow PO Box 1155 Mauldin SC 29662 None PC General Operations 25000 lead collective 1220B Laurens rd Greenville SC 29607 None PC General Operations 35000 livewell greenville 225 S Pleasantburg Dr Greenville SC 29607 None PC General Operations 115000 mental health association of greenville county 130 Industrial Dr Suite B Greenville SC 29607 None PC General Operations 41150 metropolitan arts council 16 Augusta St Greenville SC 29601 None PC General Operations 45000 mosaic educational and arts program 7 Shannon Dr Greenville SC 29615 None PC General Operations 40000 safe harbor inc PO Box 174 Greenville SC 29602 None PC General Operations 60000 sigal music museum 516 Buncombe st Greenville SC 29601 None PC General Operations 5000 upstate forever 507 pettigru st Greenville SC 29601 None PC General Operations 50000 3463415 0 14 833084 18 697951 0 1531035 0 1531035 false false false false false false false false false false Accounting fees 6750 3375 3375 Corporate Bonds 3763470 3516638 Corporate Stock 16422831 23400180 5457705 5269138 0 0 Other FMV 2937348 4645658 Good growth capital fund II, LP FMV 424995 424995 Investment Management Fees 52298 52298 ADR FEES 7335 7335 Administrative and bank fees 154824 154824 Tax reclaim, issuance, cancellation fees 72 72 Good growth management fees 5000 5000 other expenses 54112 Benefit services fees 677 Software 590 account adjustments 182092 MISCELLANEOUS FEES 178500 89250 89250 Foreign Tax 25214 25214 Federal tax payment 21320 Payroll taxes 1346