Office of State Treasurer Documents

The South Carolina Office of the State Treasurer publishes a variety of documents on its treasury account activities, such as the daily accounting for all cash disbursement and depositary activities of the state, the administration of aide to subdivisions, court fees and fines, and the confiscated cash programs.

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Recent Submissions

  • Publication
    South Carolina Tuition Prepayment Program 2024 Actuarial Valuation Report
    (South Carolina State Library, 2024-09-12) South Carolina Tuition Prepayment Program; South Carolina Office of the State Treasurer; Milliman, Inc.
    An actuarial valuation of the South Carolina Tuition Prepayment Program is conducted annually to analyze the ability of projected Program resources to fully meet projected Program resources to fully meet projected Program contract obligations and Program expenses.
  • Publication
    Future Scholar 529 College Savings Plan Financial Advisor Program Financial Statements and Supplemental Information June 30, 2024
    (South Carolina State Library, 2024-06-30) South Carolina Office of the State Treasurer
    The Program’s financial statements are prepared in accordance with Governmental Accounting Standards. This report consists of two parts: management’s discussion and analysis (this section) and the basic financial statements and supplementary information.
  • Publication
    Annual report 6/30/2024
    (South Carolina State Library, 2024-06-30) Palmetto ABLE Savings Program; South Carolina Office of the State Treasurer
    This annual report gives information on the Palmetto ABLE Savings Program and gives account data and growth history of the program.
  • Publication
    Portfolio Performance Summary As of 06/30/24
    (South Carolina State Library, 2024-06-30) South Carolina Office of the State Treasurer
    The South Carolina Office of the State Treasurer is responsible for the administration, management, and investment of the State’s funds. The investment of State funds is managed through multiple investment portfolios to preserve the State’s capital, while maintaining liquidity and obtaining the best relative rates of return. This is a listing and market value of those portfolios.
  • Publication
    Portfolio Performance Summary As of 6/30/23
    (South Carolina State Library, 2023-06-30) South Carolina Office of the State Treasurer
    The South Carolina Office of the State Treasurer is responsible for the administration, management, and investment of the State’s funds. The investment of State funds is managed through multiple investment portfolios to preserve the State’s capital, while maintaining liquidity and obtaining the best relative rates of return. This is a listing and market value of those portfolios.
  • Publication
    Annual report
    (South Carolina State Library, 2023-06-30) Palmetto ABLE Savings Program; South Carolina Office of the State Treasurer
    This annual retport gives information on the Palmetto ABLE Savings Program and gives account data and growth history of the program.
  • Publication
    South Carolina State Treasurer’s investment portfolios investment policy statement
    (South Carolina State Library, 2023-03) South Carolina Office of the State Treasurer
    The South Carolina Office of the State Treasurer is responsible for the administration, management, and investment of the State’s funds. The investment of Government Investment funds is managed through multiple investment portfolios to preserve capital, while maintaining liquidity and obtaining the best relative rates of return. This IPS defines the investment objectives of the STO Government Investment Portfolios and establishes policies and procedures so that investment objectives can be met in a prudent manner. This IPS is intended to: Articulate the objectives of the STO Government Investment Portfolios and set forth in writing the expectations, objectives, and guidelines for the investment of the STO Investment Portfolios’ assets; Formulate policies and guidelines regarding permitted investments, benchmarks, and asset allocation strategies; Identify roles of specific entities having fiduciary responsibility to the STO; • Establish guidelines, consistent with Performance Standards defined herein, for monitoring investment risk and evaluating investment performance.
  • Publication
    Reporting unclaimed property fequently asked questions
    (South Carolina State Library, 2023-07-01) South Carolina Office of the State Treasurer
    This answers questions about unclaimed property in South Carolina.
  • Publication
    Future Scholar 529 College Savings Plan Financial Advisor Program financial statements and supplemental information June 30, 2023
    (South Carolina State Library, 2023-06-30) South Carolina Office of the State Treasurer
    The Program’s financial statements are prepared in accordance with Governmental Accounting Standards. This report consists of two parts: management’s discussion and analysis (this section) and the basic financial statements and supplementary information.
  • Publication
    How much unclaimed property is available in your county?
    (South Carolina State Library, 2023-01-01) South Carolina Office of the State Treasurer
    This gives the value of unclaimed property by county in South Carolina. It also answers such questions as what is unclaimed property, how much money is the State Treasurer’s Office holding, how does the State Treasurer’s Office get the property, how do I check to see if I have unclaimed property, how long do I have to claim the money, how long will it take for me to get my money and how can I learn more.
  • Publication
    Future Scholar accounts in South Carolina
    (South Carolina State Library, 2023-01-01) South Carolina Office of the State Treasurer
    This gives the assets and accounts of the Future Scholar Program by county in South Carolina. It also answers the questions: what is a 529 college savings plan, who can open an account and who can contribute, what can the money be used for, Can you use the money for out-of-state college expenses, what happens is my child doesn’t go to college or gets a scholarship and is there a minimum amount I have to contribute to open a Future Scholar 529 Plan.
  • Publication
    South Carolina State Treasurer’s investment portfolios investment policy statement
    (South Carolina State Library, 2022-04) South Carolina Office of the State Treasurer
    This IPS defines the investment objectives of the STO Government Investment Portfolios and establishes policies and procedures so that investment objectives can be met in a prudent manner. This IPS is intended to: Articulate the objectives of the STO Government Investment Portfolios and set forth in writing the expectations, objectives, and guidelines for the investment of the STO Investment Portfolios’ assets; Formulate policies and guidelines regarding permitted investments, benchmarks, and asset allocation strategies; Identify roles of specific entities having fiduciary responsibility to the STO; Establish guidelines, consistent with Performance Standards defined herein, for monitoring investment risk and evaluating investment performance.
  • Publication
    South Carolina Tuition Prepayment Program 2022 actuarial valuation report
    (South Carolina State Library, 2022-09-09) South Carolina Tuition Prepayment Program; South Carolina Office of the State Treasurer
    An actuarial valuation of the South Carolina Tuition Prepayment Program is conducted annually to analyze the ability of projected Program resources to fully meet projected Program resources to fully meet projected Program contract obligations and Program expenses.
  • Publication
    Future Scholar 529 College Savings Plan Financial Advisor Program financial statements and supplemental information June 30, 2022
    (South Carolina State Library, 2022-06-30) South Carolina Office of the State Treasurer
    The Program’s financial statements are prepared in accordance with Governmental Accounting Standards. This report consists of two parts: management’s discussion and analysis (this section) and the basic financial statements and supplementary information.
  • Publication
    Future Scholar 529 College Savings Plan direct program financial statements and supplemental information June 30, 2022
    (South Carolina State Library, 2022-06-30) South Carolina Office of the State Treasurer
    The Program’s financial statements are prepared in accordance with Governmental Accounting Standards. This report consists of two parts: management’s discussion and analysis (this section) and the basic financial statements and supplementary information.
  • Publication
    Annual report
    (South Carolina State Library, 2022-06-30) Palmetto ABLE Savings Program; South Carolina Office of the State Treasurer
    This annual report gives information on the Palmetto ABLE Savings Program and gives account data and growth history of the program.
  • Publication
    Portfolio performance summary as of 6/30/22
    (South Carolina State Library, 2022-06-30) South Carolina Office of the State Treasurer
    The South Carolina Office of the State Treasurer is responsible for the administration, management, and investment of the State’s funds. The investment of State funds is managed through multiple investment portfolios to preserve the State’s capital, while maintaining liquidity and obtaining the best relative rates of return. This is a listing and market value of those portfolios.
  • Publication
    Future Scholar accounts in South Carolina
    (South Carolina State Library, 2022-01-01) South Carolina Office of the State Treasurer
    This gives the assets and accounts of the Future Scholar Program by county in South Carolina. It also answers the questions: what is a 529 college savings plan, who can open an account and who can contribute, what can the money be used for, Can you use the money for out-of-state college expenses, what happens is my child doesn’t go to college or gets a scholarship and is there a minimum amount I have to contribute to open a Future Scholar 529 Plan.
  • Publication
    How much unclaimed property is available in your county?
    (South Carolina State Library, 2022-01-01) South Carolina Office of the State Treasurer
    This gives the value of unclaimed property by county in South Carolina. It also answers such questions as what is unclaimed property, how much money is the State Treasurer’s Office holding, how does the State Treasurer’s Office get the property, how do I check to see if I have unclaimed property, how long do I have to claim the money, how long will it take for me to get my money and how can I learn more.
  • Publication
    Future Scholar 529 College Savings Plan Financial Advisor Program financial statements and supplemental information June 30, 2021
    (South Carolina State Library, 2021-06-30) South Carolina Office of the State Treasurer
    The Program’s financial statements are prepared in accordance with Governmental Accounting Standards. This report consists of two parts: management’s discussion and analysis (this section) and the basic financial statements and supplementary information.