2025-11-17T12:41:25-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990PF 2024-01-01 582432024 DAVIS FAMILY FOUNDATION INC DAVI 8642295211 PO BOX 428 GREENWOOD SC 29648 STEPHEN L DAVIS CHAIR & TREASURER 8642295211 2025-11-17 1 1 BREE-ANN WEIDNER P01319397 8642333981 2024 2025-03-06 01:10:19Z X 28989214 X X 703886 703886 937108 6683378 937108 141 141 1641135 1641135 0 0 0 7789 0 7789 97981 97981 0 12200 0 0 333 0 333 118303 97981 8122 1019032 1019032 1137335 97981 1027154 503800 1543154 229499 202416 202416 978380 851154 851154 3924000 0 3924000 3924000 3924000 977650 725510 739804 9387405 8945301 16519886 130500 130500 130500 130500 4996182 6380082 6621454 20623616 21158963 28989214 0 0 X 0 0 0 0 20623616 21158963 20623616 21158963 20623616 21158963 20623616 503800 31547 21158963 0 21158963 PUBLICLY TRADED SECURITIES P 6683378 5746270 937108 937108 937108 21450 0 21450 0 21450 4770 0 22000 0 26770 199 5121 5121 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 0 0 0 0 0 1 N/A MARCIE TURNER 8642295211 PO BOX 428 GREENWOOD SC 29648 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 STEPHEN L DAVIS PO BOX 428 GREENWOOD SC 29648 CHAIR & TREASURER 0.10 0 0 0 CHERI TAPAGER PO BOX 428 GREENWOOD SC 29648 VICE CHAIR 0.10 0 0 0 HUNTER M DAVIS PO BOX 428 GREENWOOD SC 29648 SECRETARY 0.10 0 0 0 HILLARY CRAIGO PO BOX 428 GREENWOOD SC 29648 TRUSTEE FROM 1/3/24 0.10 0 0 0 NONE 0 NONE 0 0 23131605 721926 4770408 28623939 0 0 28623939 429359 28194580 1409729 1409729 21450 21450 1388279 0 1388279 0 1388279 1027154 0 1027154 1388279 1026012 0 0 1027154 1026012 0 0 1142 0 0 0 0 0 0 0 0 1387137 0 0 0 X ALCONON PO BOX 363 UNA SC 29378 N/A PC GENERAL SUPPORT 250 AMERICAN HEART ASSOCIATION 156 MILESTONE WAY A GREENVILLE SC 29615 N/A PC GENERAL SUPPORT 2500 ARTISPHERE (GREENVILLE ARTS FESTIVAL) 101B AUGUSTA ROAD GREENVILLE SC 29601 N/A PC GENERAL SUPPORT 5000 BEAUFORT COUNTY OPEN LAND TRUST 124 LADYS ISLAND DRIVE BEAUFORT SC 29907 N/A PC GENERAL SUPPORT 2500 BEAUFORT MEMORIAL HOSPITAL FOUNDATION PO BOX 2233 BEAUFORT SC 29901 N/A PC GENERAL SUPPORT 10800 BEYOND ABUSE 115 E ALEXANDER AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1000 BOY SCOUTS OF AMERICA- BLUE RIDGE 1 PARK PLAZA GREENVILLE SC 296075851 N/A PC GENERAL SUPPORT 3000 BOYS & GIRLS CLUB OF THE LAKELANDS 927 E CAMBRIDGE AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 5000 BOYS & GIRLS CLUB OF THE PEE DEE 310 W ROUGHFORK STREET FLORENCE SC 29506 N/A PC GENERAL SUPPORT 2500 CENTRAL CAROLINA COMMUNITY FOUNDATION 2142 BOYCE STREET 402 COLUMBIA SC 29202 N/A PC GENERAL SUPPORT 5000 CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 640551502 N/A PC GENERAL SUPPORT 4000 CLEMSON UNIVERSITY FOUNDATION 155 OLD GREENVILLE HWY UNIT 105 CLEMSON SC 29631 N/A PC GENERAL SUPPORT 66000 COASTAL CONSERVATION LEAGUE 131 SPRING STREET CHARLESTON SC 29403 N/A PC GENERAL SUPPORT 1000 COMMUNITY FOUNDATION OF GREENVILLE 630 E WASHINGTON STREET GREENVILLE SC 29601 N/A PC GENERAL SUPPORT 3000 CONESTEE NATURE PRESERVE PO BOX 3 CONESTEE SC 29636 N/A PC GENERAL SUPPORT 2500 CONNIE MAXWELL CHILDRENS HOME 810 MAXWELL AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 50000 CORNERSTONE PO BOX 50209 GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 500 DARKNESS TO LIGHT 4900 OHEAR AVENUE STE 205 NORTH CHARLESTON SC 29405 N/A PC GENERAL SUPPORT 2500 DUTCH FORK HIGH SCHOOL TOUCH DOWN CLUB INC PO BOX 523 BALLENTINE SC 29002 N/A PC GENERAL SUPPORT 500 EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MOUNT PLEASANT SC 294668898 N/A PC GENERAL SUPPORT 2500 EAST COOPER MEALS ON WHEELS INC PO BOX 583 MT PLEASANT SC 29465 N/A PC GENERAL SUPPORT 2000 ENGINEERING MINISTRIES INTERNATIONAL USA 130 EAST KIOWA SUITE 200 COLORADO SPRINGS CO 80903 N/A PC GENERAL SUPPORT 1200 EPWORTH CHILDREN'S HOME 2900 MILLWOOD AVENUE COLUMBIA SC 29205 N/A PC GENERAL SUPPORT 2500 FAITH HOME 144 FAITH HOME ROAD GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 5000 FOOD BANK OF GREENWOOD COUNTY PO BOX 604 GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 5000 FRIENDS OF BERKELEY COUNTY ANIMAL SHELTER 101 DUNDALK COURT GOOSE CREEK SC 29445 N/A PC GENERAL SUPPORT 300 GOAT - GREAT OUTDOOR ADVENTURE TRIPS 120 SHAW STREET GREENVILLE SC 29609 N/A PC GENERAL SUPPORT 3500 GREENWOOD COMMUNITY IMPROVEMENT FOUNDATION PO BOX 980 GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 2500 GREENWOOD COMMUNITY THEATRE - GCT 110 MAIN STREET N GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 2500 GREENWOOD FIRST ARP CHURCH 1635 COKESBURY ROAD GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 85000 GREENWOOD GENETIC CENTER FOUNDATION 101 GREGOR MENDEL CIRCLE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3000 GREENWOOD PATHWAY HOUSE 208 PANOLA AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 5000 GREENWOOD PERFORMING ARTS PO BOX 50011 GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 5000 GREENWOOD PROMISE PO BOX 49458 GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 1000 HABITAT FOR HUMANITY OF GREENVILLE COUNTY SC INC 50 GRAND AVENUE GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 5000 HARRY R E HAMPTON MEMORIAL WILDLIFE FUND INC PO BOX 2641 COLUMBIA SC 292022641 N/A PC GENERAL SUPPORT 10000 HARVEST HOPE FOOD BANK 2220 SHOP ROAD COLUMBIA SC 29201 N/A PC GENERAL SUPPORT 5000 HEALTHY LEARNERS 2749 LAUREL STREET COLUMBIA SC 29204 N/A PC GENERAL SUPPORT 700 HISTORIC CHARLESTON FOUNDATION 40 E BAY STREET CHARLESTON SC 29401 N/A PC GENERAL SUPPORT 1000 HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC 302 BURROUGHS AVE BEAUFORT SC 29902 N/A PC GENERAL SUPPORT 1000 HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 299011775 N/A PC GENERAL SUPPORT 2500 HOSPICE AND PALLIATIVE CARE OF THE PIEDMONT 408 W ALEXANDER AVENUE GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 7500 HOSPICE HOUSE OF GREENVILLE 1836 WEST GEORGIA ROAD SIMPSONVILLE SC 29681 N/A PC GENERAL SUPPORT 5000 HUMANE SOCIETY OF GREENWOOD 2820 AIRPORT ROAD GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 1000 IDEFINE INC 9258 PEACHTREE ST NE STE 2173 ATLANTA GA 30309 N/A PC GENERAL SUPPORT 2000 ITMF (ISLAND TIME MUSIC FESTIVAL) 3153 LAKE DR HERMITAGE TN 37076 N/A PC LITTLE YELLOW SCHOOLHOUSE 6000 LAKELANDS FCA PO BOX 50707 GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 2600 LAKELANDS REGION YOUNG MENS CHRISTIAN ASSOCIATION 410 ANDERSON DR LAURENS SC 293601755 N/A PC GENERAL SUPPORT 1000 LANDER FOUNDATION CO LANDER UNIV 320 STANLEY AVENUE GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 1000 LEUKEMIA & LYMPHOMA SOCIETY 1201 15TH STREET NW SUITE 410 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 5000 LOW COUNTRY OPEN LAND TRUST 635 RUTLEDGE AVENUE 107 CHARLESTON SC 29403 N/A PC GENERAL SUPPORT 1000 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE NORTH CHARLESTON SC 29405 N/A PC GENERAL SUPPORT 6100 MAKE A WISH FOUNDATION 225 SOUTH PLEASANTBURG DRIVE C17 GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 1000 MEALS ON WHEELS - GREENVILLE 15 OREGON STREET GREENVILLE SC 29605 N/A PC GENERAL SUPPORT 5000 MEALS ON WHEELS - PIEDMONT AGENCY ON AGING 808 SOUTH EMERALD ROAD GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 7500 MEG'S HOUSE 929 PHOENIX STREET GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 2500 MT HOREB CHURCH 1205 OLD CHEROKEE RD LEXINGTON SC 29072 N/A PC GENERAL SUPPORT 24000 MY SISTER'S HOUSE INC PO BOX 71171 NORTH CHARLESTON SC 29415 N/A PC GENERAL SUPPORT 2000 NINETY SIX YOUTH SPORTS FOUNDATION 4926 HIGHWAY 246 S NINETY SIX SC 29666 N/A NC SUPPORT FOR CITY OF NINETY SIX'S RECREATIONAL VOLLEYBALL TEAMS 500 NORTHWEST VOLUNTEER FIRE DEPARTMENT 201 OAKWOOD DRIVE GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 5000 ONE 80 PLACE 3710 LANDMARK DRIVE COLUMBIA SC 29204 N/A PC GENERAL SUPPORT 2500 PEP (PROGRAMS FOR EXCEPTIONAL PEOPLE) 39 SHERIDAN PARK CIRCLE SUITE 2 BLUFFTON SC 29910 N/A PC GENERAL SUPPORT 500 PIEDMONT TECHNICAL COLLEGE FOUNDATION 620 N EMERALD ROAD GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 1000 PRISMA HEALTH - UPSTATE 300 EAST MCBEE AVENUE NO 302 GREENVILLE SC 29601 N/A PC GENERAL SUPPORT 5000 RICHARD WINN ACADEMY PO BOX 390 WINNSBORO SC 29180 N/A PC GENERAL SUPPORT 150 ROTARY CHARITIES INC 728 N PLEASANTBURG DRIVE GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 1000 SALVATION ARMY OF GREENVILLE 501 RUTHERFORD ST GREENVILLE SC 29609 N/A PC GENERAL SUPPORT 5000 SAR - SONS OF THE AMERICAN REVOLUTION 809 WEST MAIN STREET LOUISVILLE KY 40202 N/A PC GENERAL SUPPORT 1500 SC FESTIVAL OF FLOWERS 110 PHOENIX STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 2494 SC HISTORICAL SOCIETY 205 CALHOUN STREET CHARLESTON SC 29401 N/A PC GENERAL SUPPORT 1000 SC WILDLIFE PARTNERS 125 REGIONAL PARKWAY STE 200 ORANGEBURG SC 29118 N/A PC GENERAL SUPPORT 17500 SELF REGIONAL HEALTHCARE FOUNDATION 1325 SPRING STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 465 SELF REGIONAL MID-WINTER BALL 1325 SPRING STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 7500 SHRINER'S HOSPITAL 950 WEST FARIS ROAD GREENVILLE SC 29605 N/A PC GENERAL SUPPORT 1000 SOUTHEASTERN WILDLIFE EXPOSITION INC PO BOX 20635 CHARLESTON SC 29413 N/A PC GENERAL SUPPORT 10000 SPARTANBURG REGIONAL HOSPICE HOME PO BOX 2624 SPARTANBURG SC 29304 N/A PC GENERAL SUPPORT 2500 TAU BETA PI PO BOX 2697 KNOXVILLE TN 37901 N/A PC GENERAL SUPPORT 1500 THE ARTS CENTER 120 MAIN STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 2000 THE CARE HOUSE OF THE PEE DEE 360 N IRBY STREET FLORENCE SC 29501 N/A PC GENERAL SUPPORT 2500 THE CITADEL 171 MOULTRIE STREET CHARLESTON SC 29409 N/A PC GENERAL SUPPORT 500000 THE KIM S MILLER FAMILY ENTERPRISE INSTITUTE OF SOUTH CAROLINA AT ANDERSON 316 BOULEVARD ANDERSON SC 29621 N/A PC GENERAL SUPPORT 2500 THE LOGOS TUTORING PROGRAM 1100 MARKET STREET STE 600 CHATTANOOGA TN 37402 N/A PC GENERAL SUPPORT 2500 THE MUSEUM GREENWOOD SC 106 MAIN STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3000 THE MUSEUM GREENWOOD SC 106 MAIN STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3500 THE PARISH CHURCH OF ST HELENA 505 CHURCH STREET BEAUFORT SC 29902 N/A PC GENERAL SUPPORT 10000 THE POST & COURIER GOOD CHEER FUND 134 COLUMBUS STREET CHARLESTON SC 29403 N/A PC GENERAL SUPPORT 5000 THE SALVATION ARMY OF GREENWOOD COUNTY PO BOX 1453 GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1000 THE VILLAGE GROUP PO BOX 700 GEORGETOWN SC 29442 N/A PC GENERAL SUPPORT 3000 UNITED WAY 929 PHOENIX STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3500 UPPER SAVANNAH LAND TRUST 430 HELIX ROAD GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1000 WATER MISSION INTERNATIONAL 1150 MOLLY GREENE WAY BLDG 1605 NORTH CHARLESTON SC 29405 N/A PC GENERAL SUPPORT 10123 WATER MISSION INTERNATIONAL 1150 MOLLY GREENE WAY BLDG 1605 NORTH CHARLESTON SC 29405 N/A PC GENERAL SUPPORT 4350 1019032 0 14 703886 14 141 18 937108 0 1641135 0 1641135 0 0 0 0 0 0 0 0 0 0 TAX COMPLIANCE SERVICES 7789 0 7789 NINETY SIX 4926 HIGHWAY 246 S NINETY SIX SC 296669153 2024-11-14 500 SUPPORT FOR CITY OF NINETY SIX'S RECREATIONAL VOLLEYBALL TEAMS 500 NONE 11/11/25 2025-11-12 CONFIRMED GRANT FUNDS WERE USED FOR CHARITABLE PURPOSES. THE SC ATTORNEY GENERAL'S OFFICE NO LONGER REQUIRES A COPY TO BE FILED BUT RESERVES THE RIGHT TO REQUEST THE FILING. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUESTS AS APPLICABLE. ACCENTURE PLC 140400 184690 ADOBE INC 205703 240572 ADVANCED MICRO DEVIC 96218 150504 ALPHABET INC 262207 725576 AMAZON.COM INC 283246 553960 APPLE INC 172746 626050 BANK OF AMERICA CORP 174631 296135 BROADCOM INC 47248 435859 CITIZENS FINL GROUP INC 217917 295380 CRH PUBLIC LIMITED CO 153147 238239 CROCS INC 100510 147866 DECKERS OUTDOOR CORP 51068 382622 DIAMONDBACK ENERGY 136655 262128 ELEVANCE HEALTH INC 147938 172276 EXXON MOBIL CORP 79349 132741 FEDEX CORP 115988 276266 FIFTH THIRD BANCORP 91011 140750 GE HEALTHCARE TECHNOLOGI 199944 211946 GENERAC HOLDINGS INC 63206 85278 GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 302230 364359 HCA HEALTHCARE INC 113113 255128 HONEYWELL INTL INC 127849 148636 INGERSOLL RAND INC 112668 180920 JOHNSON & JOHNSON 189362 189452 LOCKHEED MARTIN CORP 118980 178340 LOWES COS INC 139037 267038 LULULEMON ATHLETICA 84264 96367 MERCK & CO INC 162820 201348 META PLATFORMS INC 192043 585510 MICROSOFT CORP 122038 590100 MORGAN STANLEY 71020 175379 NETFLIX INC 80294 346723 NEXTERA ENERGY INC 110807 141731 NORTHROP GRUMMAN CO 116020 122485 NOVO-NORDISK AS VORMAL 40225 172040 NVIDIA CORP 32124 1107892 ON HOLDING AG 58120 107733 ONEMAIN HOLDINGS INCORPO 161394 193559 PALO ALTO NETWORKS 63824 425786 PEPSICO INC 160651 192964 PROCTER & GAMBLE 110853 151220 REGENERON PHARMS INC 88904 114685 SALESFORCE INC 229089 357733 SHELL PLC 123509 131941 SYNOVUS FINL CO 69110 187758 TARGET CORP 117378 101790 TE CONNECTIVITY LTD 127331 144257 TRACTOR SUPPLY COMP 116083 210118 TRUIST FINL CORP 117466 160853 UBER TECHNOLOGIES INC 163903 314026 ULTA BEAUTY INC 91519 100904 UNITEDHEALTH GRP INC 177964 354102 VISA INC 183568 335002 WELLS FARGO & CO 63611 147715 SYNOPSYS INC 127719 120855 QUANTA SVCS INC 90923 124840 MERCADOLIBRE INC 137910 146238 IQVIA HLDGS INC 113748 100220 GE VERONA INC 111556 224659 FISERV INC 99374 132496 ELI LILLY AND CO 143732 139732 EAGLE MATLS INC 93043 96483 DUKE ENERGY CORP NEW 140270 139092 DISNEY WALT CO 89052 98656 BOOKING HLDGS INC 151245 208674 ASTRAZENECA PLC 157420 151679 ASML HLDG N V 213065 185052 AMPHENOL CORP NEW 96849 122093 AIRBUS SE 101092 114685 725510 739804 0 0 CLIFFS INVESTMENT GROUP AT COST 675418 368179 DFF, LLC AT COST 347729 347729 ISHARES CORE S&P 500 ETF AT COST 688677 800605 ISHARES TRT IS 5-10 INV GR CR BD ETF AT COST 724055 742517 JANUS HENDRSON MORTG BCKD SECURT ETF AT COST 1059777 1047066 SCHWAB INTERMEDIATE TERM US TRS ETF AT COST 123350 121450 VANGUARD EXTENDED MARKET AT COST 393837 522445 ISHARES CORE S&P SMALL AT COST 641528 949873 ISHARES FLEXIBLE INCME AT COST 105872 104144 T ROWE PRICE SMALL MID AT COST 100291 96251 VANGUARD SHORT TERM COR AT COST 1519548 1521195 OFFICE EXPENSES 333 0 333 OTHER INVESTMENT INCOME 141 141 141 BASIS ADJUSTMENT TO PRIOR YEAR ASSETS 31547 INVESTMENT MANAGEMENT FEES 97981 97981 0 EXCISE TAX 12200 0 0