2024-11-20T15:35:11-06:00 2023-12-31 570381582 ELLIOTT DAVIS LLCPLLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2023-01-01 266131275 BETTY JAMES AND WALTER S MONTGOMERY JR FOUNDATION BETT 8645859213 314 S PINE STREET BUILDING 100 SPARTANBURG SC 29302 WALTER S MONTGOMERY JR TRUSTEE 8645859213 2024-10-29 1 0 THOMAS P SELF P01277368 8642423370 2024-10-29 2023 2024-10-15 13:58:12Z X 598289 X 453 X 6 6 9313 9313 243108 53330 30824 0 252880 62649 0 0 0 3500 0 3500 3702 140 0 217085 47874 3496 224287 48014 6996 14800 14800 239087 48014 21796 13793 14635 5880 5720 5720 107689 92321 92321 164661 163918 212318 213054 287930 287930 491284 549889 598289 0 0 X 0 0 0 0 491284 549889 491284 549889 491284 549889 491284 13793 44812 549889 0 549889 203 0 203 0 203 0 0 1000 0 1000 0 797 797 0 0 0 0 0 0 0 0 0 1 1 0 0 1 SC 0 0 0 0 0 1 N/A WALTER S MONTGOMERY JR 8645859213 314 S PINE ST BLDG 100 SPARTANBURG SC 29302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WALTER S MONTGOMERY JR 314 S PINE STREET BLDG 100 SPARTANBURG SC 29302 TRUSTEE 0.50 0 0 0 BETTY J MONTGOMERY 314 S PINE STREET BLDG 100 SPARTANBURG SC 29302 TRUSTEE 0.50 0 0 0 LILLIAN M LILLY 314 S PINE STREET BLDG 100 SPARTANBURG SC 29302 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 187105 109328 0 296433 0 0 296433 4446 291987 14599 14599 203 509 712 13887 0 13887 0 13887 21796 0 21796 13887 14810 2021 4336 0 21796 14810 4336 0 2650 0 0 0 0 0 0 0 0 11237 0 0 0 WALTER S MONTGOMERY JR 314 S PINE ST SPARTANBURG SC 29302 8645859213 WRITTEN REQUEST NONE NONE CAMPOBELLO FIRE DEPT 50 BROAD STREET CAMPOBELLO SC 29322 NONE PC GENERAL OPERATING SUPPORT 300 CONVERSE COLLEGE 580 EAST MAIN STREET SPARTANBURG SC 29302 NONE PC ROSE GARDEN SUPPORT 3400 GARDEN CONSERVANCY P O BOX 608 GARRISON NY 10524 NONE PC GENERAL OPERATING SUPPORT 2500 GROUP OF 100 824 EAST MAIN STREET SPARTANBURG SC 29302 NONE PC GENERAL OPERATING SUPPORT 1000 HEALTHY SMILES PO BOX 1441 SPARTANBURG SC 29304 NONE PC GENERAL OPERATING SUPPORT 1000 MARR 2815 CLEARVIEW PLACE ATLANTA GA 30340 NONE PC GENERAL OPERATING SUPPORT 1000 MEN'S GARDEN CLUB P O BOX 1502 SPARTANBURG SC 29304 NONE PC TREE PLANTING PROJECT 500 NOBLE TREE FOUNDATION 424 EAST KENNEDY STREET SPARTANBURG SC 29302 NONE PC GENERAL OPERATING SUPPORT 4000 SALUDA FIRE DEPT 199 WALNUT STREET SALUDA NC 28773 NONE PC GENERAL OPERATING SUPPORT 300 SPARTANBURG COMMUNITY COLLEGE FOUNDATION P O BOX 4386 SPARTANBURG SC 29305 NONE PC CULINARY FUND AND HORTICULTURAL SCHOOL 800 14800 0 14 6 14 9313 531390 30824 30824 9319 0 40143 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3500 0 3500 THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY THE REMAINING QUALIFYING DISTRIBUTIONS FROM 2022 TO THE UNDISTRIBUTED INCOME OF 2021. THE STATE OF SOUTH CAROLINA DOES NOT REQUIRE A COPY OF FORM 990PF TO BE FILED WITH THE STATE ATTORNEY GENERAL. PUBLICLY TRADED SECURITIES 163918 212318 899 EAST MAIN STREET LLC MEMBERSHIP INTEREST AT COST 287930 287930 EXPENSES FROM 899 EAST MAIN 212283 46568 0 SC DOR 1306 1306 0 MISCELLANEOUS EXPENSE 3496 0 3496 TRANSFER OF CAPITAL ON K-1 INVESTMENT 44812 FOREIGN TAX PAID 140 140 0 EXCISE TAX 1462 0 0 OTHER TAXES 2100 0 0