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[null,null,null,null,null,null,null,null,null,null,"*Please complete all cells marked"]
[]
[]
[]
[null,null,null,null,null,null,null,"Personal Financial Statement dated:"]
[]
[]
["Individual #1:",null,null,null,null,null,"Individual #2:"]
[]
["Name:",null,null,null,null,null,"Name:"]
[]
["Address:",null,null,null,null,null,"Address:"]
[]
["City:",null,"State:",null,"Zip:",null,null,null,"State:",null,"Zip:"]
[]
["SSN:",null,null,"Birthday:",null,null,"SSN:",null,null,"Birthday:"]
[]
["Home Phone:",null,"Work Phone:",null,null,null,"Home Phone:",null,null,"Work Phone:"]
[]
["Cell Phone:",null,"DL # & State:",null,null,null,"Cell Phone:",null,null,"DL # & State:"]
[]
["DL Iss. Date:",null,"DL Exp. Date:",null,null,null,"DL Iss. Date:",null,null,"DL Exp. Date:"]
[]
["Employer:","Self","Email: ",null,null,null,"Employer:",null,"Email: "]
[]
[]
["NOTE:  If this personal financial statement includes a second individual who is borrowing or guaranteeing debt with SC Community Loan Fund, the columns titled Solely "]
["Owned #2 and Solely Liable #2 should be completed."]
[]
["For the post references in each row [e.g. (Sch. 1), (Sch. 2), (Sch. 3)], please itemize each subject on the corresponding attached schedules."]
[null,null,null,"Solely Owned"]
["Assets",null,null,"Individual #1",null,null,"Individual #2",null,"Jointly Owned",null,"Total"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D33:J34)","v":0}]
["Cash, Money Market, CD's (Sch. 1)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D35:J36)","v":0}]
["Government & Marketable Securities (Sch. 2)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D37:J38)","v":0}]
["Closely-Held Securities (Sch. 3)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D39:J40)","v":0}]
["Accounts or Notes Receivable"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D41:J42)","v":0}]
["Cash Value of Life Insurance (Sch. 4)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D43:J44)","v":0}]
["Real Estate (Sch. 5)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D45:J46)","v":0}]
["Personal Property (Vehicles, Boats, etc.) (Sch. 6)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D47:J48)","v":0}]
["IRA's, 401K's, Keoughs, Etc."]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D49:J50)","v":0}]
["Assets in Partnerships & Joint Ventures"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D51:J52)","v":0}]
["Other Assets (Furniture, Jewlery, etc.)"]
[null,"Totals:",null,{"$f":"SUM(D33:F52)","v":0},null,null,{"$f":"SUM(G33:H52)","v":0},null,{"$f":"SUM(I33:J52)","v":0},null,{"$f":"SUM(K33:L52)","v":0}]
[]
[null,null,null,"Solely Liable"]
["Liabilities",null,null,"Individual #1",null,null,"Individual #2",null,"Jointly Liable",null,"Total"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D57:J58)","v":0}]
["Notes Payable (Sch. 6)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D59:J60)","v":0}]
["Accounts Payable & Credit Cards"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D61:J62)","v":0}]
["Real Estate Mortgages (Sch. 5)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D63:J64)","v":0}]
["Tax Liability"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D65:J66)","v":0}]
["Loans on Life Insurance (Sch. 4)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D67:J68)","v":0}]
["Margin Accounts"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D69:J70)","v":0}]
["Liabilities of Partnerships & Joint Ventures"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D71:J72)","v":0}]
["Other Liabilities"]
[null,"Totals:",null,{"$f":"SUM(D57:F70)","v":0},null,null,{"$f":"SUM(G57:H70)","v":0},null,{"$f":"SUM(I57:J70)","v":0},null,{"$f":"SUM(K57:L70)","v":0}]
[]
["Net Worth",null,null,"Individual #1",null,null,"Individual #2",null,"Combined Net Worth",null,"Total"]
[null,null,null,{"$f":"D53-D73","v":0},null,null,{"$f":"G53-G73","v":0},null,{"$f":"I53-I73","v":0},null,{"$f":"SUM(D76:J77)","v":0}]
["Total Net Worth"]
[]
["Contingent Liabilities",null,null,"Individual #1",null,null,"Individual #2",null,"Jointly Liable",null,"Total"]
[null,null,null,{"$f":"SUM('PAGE 3'!H42:H45)","v":0},null,null,{"$f":"SUM('PAGE 3'!H47:H50)","v":0},null,null,null,{"$f":"SUM(D80:J81)","v":0}]
["As Guarantor or as Endorser (Sch. 7)"]
[null,null,null,null,null,null,null,null,null,null,{"$f":"SUM(D82:J83)","v":0}]
["Other Contingent Debt"]
[null,"Totals:",null,{"$f":"SUM(D80:F83)","v":0},null,null,{"$f":"SUM(G80:H83)","v":0},null,{"$f":"SUM(I80:J83)","v":0},null,{"$f":"SUM(K80:L83)","v":0}]
[]
["*Above Contingent Liabilities section must be completed.  If no contingent debt is involved, please write or type NONE in the above section."]
[]
[]
["For the Year:",2026,null,null,null,null,"For the Year:",null,2026]
["Sources of Income",null,"Individual #1",null,"Individual #2",null,"Monthly Spending",null,"Individual #1",null,"Individual #2"]
["Wages & Salaries",null,null,null,null,null,"Mortgage/Rent - Residence"]
["Commissions, Bonuses, Etc.",null,null,null,null,null,"Other Mortgages"]
["Interest & Dividends",null,null,null,null,null,"Automobile"]
["Net Rental Income",null,null,null,null,null,"Credit Cards"]
["Distributions, Partnership Draws",null,null,null,null,null,"Alimony"]
["Other",null,null,null,null,null,"Other"]
[null,"Total Income:",{"$f":"SUM(C91:D96)","v":0},null,{"$f":"SUM(E91:F96)","v":0},null,"Total Expenditures:",null,{"$f":"SUM(I91:J96)","v":0},null,{"$f":"SUM(K91:L96)","v":0}]

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["Borrower:",null,null,null,null,null,null,null,null,"Date:"]
[]
["Schedule 1 - CASH"]
["Name & Location of Bank",null,"Account Number",null,null,null,"Balance",null,"Account Type",null,"Pledged?"]
["Individual #1:"]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
["Jointly Owned:"]
[]
[]
[]
[]
[]
["Schedule 2 - MARKETABLE SECURITIES (NYSE, AMEX, NASDAQ)"]
["Face Value","Owned By","Description",null,null,null,"Cost",null,"Current Market Value",null,"Amount Pledged"]
["Individual #1:"]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
["Jointly Owned:"]
[]
[]
[]
[]
[]
["Schedule 3 - CLOSELY HELD SECURITIES"]
["Face Value","% of Total Shares","Description",null,null,null,null,null,"Current Market Value",null,"Amount Pledged"]
["Individual #1:"]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
["Jointly Owned:"]

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["Borrower:",null,null,null,null,null,null,null,null,"Date:"]
[]
["Schedule 4 - LIFE INSURANCE"]
["Insurance Company",null,"Beneficiary",null,null,null,"Face Value",null,"Cash Value","Policy Loans","Amount Pledged"]
["Individual #1:"]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
[]
["Schedule 5 - REAL ESTATE"]
["(If only a percentage is owned, input the total property value including your share)"]
["Description & Location",null,"Owned By",null,"%","Date Acquired","Cost","Value","Mortgage Balance","Monthly Payment","Net Yearly Cash Flow"]
["Individual #1:"]
[]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
[]
["Jointly Owned:"]
[]
[]
[]
[]
[]
[]
[]
["Schedule 6 - PERSONAL PROPERTY/NOTES PAYABLE"]
["(Excluding debt on property listed in schedule #5)"]
["Name & Address of Lender",null,null,null,null,"Collateral Description",null,"Current Value","Type of Loan","Current Balance",null,"Monthly Payment"]
["Individual #1:"]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
["Jointly Liable:"]

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["Borrower:",null,null,null,null,null,null,null,null,"Date:"]
[]
["Schedule 7 - CONTINGENT DEBT"]
["(List type of contingent debt and $ amount)"]
["Borrower",null,"$ Amount",null,null,"Additional Comments:"]
["Individual #1:"]
[]
[]
[]
[]
["Individual #2:"]
[]
[]
[]
[]
["Jointly Liable:"]
[]
[]
[]
[]
[]
[]
[]
[]
["# of Dependents:",null,null,"Ages of Dependents:"]
[]
["Have you ever drawn a will?",null,"Executor:"]
[]
["Are you a defendant in any legal suits or legal actions?"]
["If yes, describe:"]
["Are you a principal shareholder, director, or executive officer of a bank? "]
["If so, list Bank name:"]
["Have you ever filed for bankruptcy?",null,null,null,null,"If yes, describe:"]
["Are you subject to any active/pending judgements and/or liens?"]
["If yes, describe:"]
[]
["REPRESENTATIONS AND WARRANTIES"]
["The information contained in this statement is provided to induce South Carolina Community Loan Fund, hereafter, \"SCCLF\" to extend or to continue the extension of credit to the undersigned or to others upon the guarantees of the undersigned.  The undersigned acknowledge and understand that SCCLF is relying on the information provided herein in deciding to grant or to continue to grant credit or to accept a guarantee thereof.  Each of the undersigned represents, warrants, and certifies that the information provided herein is true, correct, and complete.  Each of the undersigned agrees to notify SCCLF immediately and in writing of any changes in name, address, or employment and of any material adverse change (1) in any of the information contained in this statement or (2) in the financial condition of any of the undersigned or (3) in the ability of any of the undersigned to perform their obligations to SCCLF.  In the absence of such notice or a new and full written statement, this should be considered as a continuing statement and substantially correct.  If the undersigned fail to notify SCCLF as required above, or if the information herein should proved to be inaccurate or incomplete in any respect, SCCLF may declare the indebtedness of the undersigned or the indebtedness guaranteed by the undersigned, as the case may be, immediately due and payable.  SCCLF is authorized to make all inquiries it deems necessary to verify the accuracy of the information contained herein and to determine the credit worthiness of the undersigned.  Each of the undersigned authorizes SCCLF to answer questions about SCCLF's credit experience with the undersigned.  As long as any obligation or guarantee of the undersigned to SCCLF is outstanding, the undersigned shall supply annually an updated personal financial statement.  This personal financial statement and any other financial or other information that the undersigned gives SCCLF shall become the property of SCCLF."]
["I/We provide this personal financial statement as an accurate and true representation of my/our current financial condition.  I authorize lender to confirm  this fact by periodically obtaining credit reports on me/us.  I agree to immediately notify lender of any change in my/our financial condition."]
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["Individual #1",null,null,null,null,null,"Individual #2"]
["Signature:",null,null,null,"Date:",null,"Signature:",null,null,null,"Date:"]