2025-11-17T14:35:07-06:00 2024-12-31 392519050 ELLIOTT DAVIS ADVISORY LLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2024-01-01 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 2025-10-28 1 0 THOMAS P SELF P01277368 8642423370 2025-10-28 2024 2025-03-06 01:10:19Z X 1153899 X 515519 1 1 14200 14200 263978 17281 67473 194744 807568 194744 670 0 989112 226226 0 0 0 3500 0 3500 3079 2079 0 196739 0 0 203318 2079 3500 25000 25000 228318 2079 28500 760794 224147 5720 6396 6396 92321 154959 154959 163918 638495 737139 287930 255405 255405 549889 1055255 1153899 0 0 X 0 0 0 0 549889 1055255 549889 1055255 549889 1055255 549889 760794 0 1310683 255428 1055255 FEDERATED HERMES PRIME CASH OBL FUND P 338083 338083 0 0 FEDERATED HERMES PRIME CASH OBL FUND P 92500 92500 0 0 NU HOLDINGS LIMITED D 372745 182241 190504 190504 CAPITAL GAINS DIVIDENDS P 4240 4240 4240 194744 3116 0 3116 0 3116 797 0 1000 0 1797 0 1319 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 333795 192278 255405 781478 0 0 781478 11722 769756 38488 38488 3116 13260 16376 22112 0 22112 0 22112 28500 0 28500 22112 11237 0 0 28500 11237 0 0 17263 0 0 0 0 0 0 0 0 4849 0 0 0 WALTER S MONTGOMERY JR 314 S PINE ST SPARTANBURG SC 29302 8645859213 WRITTEN REQUEST NONE NONE 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 MEN'S GARDEN CLUB P O BOX 1502 SPARTANBURG SC 29304 NONE PC TREE PLANTING PROJECT 500 SPARTANBURG COMMUNITY COLLEGE FOUNDATION P O BOX 4386 SPARTANBURG SC 29305 NONE PC CULINARY FUND AND HORTICULTURAL SCHOOL 1000 HATCHER GARDEN 832 JOHN B WHITE SR BLVD SPARTANBURG SC 29306 NONE PC TWILIGHT IN THE GARDEN 1000 OAKWOOD CEMETARY 424 EAST KENNEDY STREET SPARTANBURG SC 29302 NONE PC GENERAL OPERATING SUPPORT 3000 SPARTANBURG DAY SCHOOL 1701 SKYLYN DRIVE SPARTANBURG SC 29307 NONE PC GENERAL OPERATING SUPPORT 2000 SPARTANBURG COUNTY FOUNDATION 424 EAST KENNEDY STREET SPARTANBURG SC 29302 NONE PC GENERAL OPERATING SUPPORT 14000 25000 0 14 1 14 14200 531390 50192 16 17281 18 194744 BOOK SALES 670 50192 226896 0 277088 0 0 0 0 0 0 0 0 0 0 X X 1 BETTY J MONTGOMERY 314 S PINE STREET SPARTANBURG SC 29302 260089 X X 1 PUBLICLY TRADED SECURITIES 498400 2024-09-12 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 638495 737139 899 EAST MAIN STREET LLC MEMBERSHIP INTEREST AT COST 255405 255405 COST BASIS ADJUSTMENT OF DONATED SHARES 255428 EXPENSES FROM 899 EAST MAIN 0 -196505 0 MISCELLANEOUS EXPENSE 234 0 0 ADVERTISING 7275 7275 0 CLEANING AND MAINTENANCE 4194 4194 0 DEPRECIATION 35319 35319 0 EMPLOYEE BENEFITS 2851 2851 0 INSURANCE 8394 8394 0 INTEREST EXPENSE 41377 41377 0 LEGAL FEES 2336 2336 0 OFFICE EXPENSE 2480 2480 0 OFFICE SUPPLIES 2025 2025 0 REPAIRS 2586 2586 0 TAXES 33149 33149 0 TRAINING 47 47 0 TRAVEL AND LODGING 404 404 0 UTILITIES 8845 8845 0 WAGES 19478 19478 0 MANAGEMENT FEES 13276 13276 0 FEES & LICENSES 878 878 0 BAD DEBT EXPENSE 3298 3298 0 BANK FEES 4948 4948 0 OFFICE SUPPLIES 472 472 0 MISCELLANEOUS 2873 2873 0 BOOK SALES 670 670 EXCISE TAX 1000 0 0 OTHER TAXES 2079 2079 0