2024-11-13T12:43:50-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990PF 2023-01-01 582432024 DAVIS FAMILY FOUNDATION INC DAVI 8642295211 PO BOX 428 GREENWOOD SC 29648 STEPHEN L DAVIS CHAIR & TREASURER 8642295211 2024-11-12 1 1 BREE-ANN WEIDNER P01319397 8642333981 2023 2024-10-15 13:58:12Z X 26357733 X 17757876 437736 437736 335700 6766905 335700 18531312 773436 0 0 0 9438 0 9438 69413 69413 0 1832 1665 68 136 71 65 80819 71149 9571 275002 275002 355821 71149 284573 18175491 702287 29956 229499 229499 34166 978380 978380 3924000 0 0 3924000 3924000 147792 977650 990430 2453303 9387405 14701542 130500 130500 130500 2038179 4996182 5403382 4703396 20623616 26357733 0 0 X 0 0 0 0 4703396 20623616 4703396 20623616 4703396 20623616 4703396 18175491 0 22878887 2255271 20623616 PUBLICLY TRADED SECURITIES 6766905 6431205 335700 335700 335700 9762 0 9762 0 9762 2333 0 12200 0 14533 1 4770 4770 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 0 0 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 NONE 0 NONE 0 0 15762277 640140 4863470 21265887 0 0 21265887 318988 20946899 1047345 1047345 9762 9762 1037583 0 1037583 0 1037583 284573 0 284573 1037583 273002 0 0 284573 273002 0 0 11571 0 0 0 0 0 0 0 0 1026012 0 0 0 HILLARY CRAIGO PO BOX 428 GREENWOOD SC 29648 8642295211 REQUESTS FOR CONTRIBUTIONS ARE NOT SOLICITED. THEREFORE, THERE ARE NOT ANY FORMS AVAILABLE OR DEADLINES. SAME AS ABOVE NONE ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 N/A PC GENERAL SUPPORT 500 AMERICAN CANCER SOCIETY 200 CENTER POINT CIR 100 COLUMBIA SC 29210 N/A PC GENERAL SUPPORT 3000 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 ASCE FOUNDATION 1801 ALEXANDER BELL DRIVE RESTON VA 20191 N/A PC GENERAL SUPPORT 1000 BEAUFORT COUNTY OPEN LAND TRUST 124 LADYS ISLAND DRIVE BEAUFORT SC 29907 N/A PC GENERAL SUPPORT 1500 BEAUFORT MEMORIAL HOSPITAL FOUNDATION PO BOX 2233 BEAUFORT SC 29901 N/A PC GENERAL SUPPORT 1500 BEYOND ABUSE 115 E ALEXANDER AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1000 BOYS & GIRLS CLUB OF THE LAKELANDS 927 E CAMBRIDGE AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 2658 BOYS & GIRLS CLUB OF THE PEE DEE 310 W ROUGHFORK STREET FLORENCE SC 29506 N/A PC GENERAL SUPPORT 1500 CENTRAL CAROLINA COMMUNITY FOUNDATION 2142 BOYCE STREET 402 COLUMBIA SC 29202 N/A PC GENERAL SUPPORT 2000 CHARLESTON JUNIOR GOLF FOUNDATION 321 WINGO WAY STE 201 MOUNT PLEASANT SC 29464 N/A PC GENERAL SUPPORT 500 CHILD ABUSE PREVENTION ASSOCIATION 503 E 23RD STREET INDEPENDENCE MO 640551502 N/A PC GENERAL SUPPORT 3000 CITY OF GREENWOOD 520 MONUMENT ST GREENWOOD SC 29646 N/A GOV GENERAL SUPPORT 1500 CLEMSON UNIVERSITY FOUNDATION 155 OLD GREENVILLE HWY UNIT 105 CLEMSON SC 29631 N/A PC GENERAL SUPPORT 52500 COASTAL CONSERVATION LEAGUE 131 SPRING STREET CHARLESTON SC 29403 N/A PC GENERAL SUPPORT 1000 CONNIE MAXWELL CHILDRENS HOME 810 MAXWELL AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1500 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 2000 DUTCH FORK HIGH SCHOOL TOUCH DOWN CLUB INC PO BOX 523 BALLENTINE SC 29002 N/A PC GENERAL SUPPORT 500 EAST COOPER MEALS ON WHEELS INC PO BOX 583 MT PLEASANT SC 29465 N/A PC GENERAL SUPPORT 2000 EPWORTH CHILDREN'S HOME 2900 MILLWOOD AVENUE COLUMBIA SC 29205 N/A PC GENERAL SUPPORT 1000 FAITH HOME 144 FAITH HOME ROAD GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 2000 FLORENCE AREA HUMANE SOCIETY PO BOX 4808 FLORENCE SC 29502 N/A PC GENERAL SUPPORT 500 FOOD BANK OF GREENWOOD COUNTY PO BOX 604 GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 2000 FRIENDS OF FISHER HOUSE CHARLESTON 7 KING STREET CHARLESTON SC 29401 N/A PC GENERAL SUPPORT 2500 GOAT - GREAT OUTDOOR ADVENTURE TRIPS 120 SHAW STREET GREENVILLE SC 29609 N/A PC GENERAL SUPPORT 3500 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 20000 GREENWOOD GENETIC CENTER FOUNDATION 101 GREGOR MENDEL CIRCLE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 1000 GREENWOOD MIRACLE LEAGUE 2605 HIGHWAY 72/221 EAST GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 500 GREENWOOD PATHWAY HOUSE 208 PANOLA AVENUE GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3000 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 HARVEST HOPE FOOD BANK 2220 SHOP ROAD COLUMBIA SC 29201 N/A PC GENERAL SUPPORT 1000 HEALTHY LEARNERS 2749 LAUREL STREET COLUMBIA SC 29204 N/A PC GENERAL SUPPORT 700 HISTORIC COLUMBIA FOUNDATION 1601 RICHLAND STREET COLUMBIA SC 29201 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 5000 HOSPICE HOUSE OF GREENVILLE 1836 WEST GEORGIA ROAD SIMPSONVILLE SC 29681 N/A PC GENERAL SUPPORT 3500 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 2500 IDLEHURST FOUNDATION 4279 HIGHWAY 101 WOODRUFF SC 29388 N/A PC GENERAL SUPPORT 500 JULIE VALENTINE CENTER 2905 WHITE HORSE ROAD GREENVILLE SC 29611 N/A PC GENERAL SUPPORT 250 LAKELANDS FCA PO BOX 50707 GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 500 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 LEAD UPSTATE INC 100 WEST STONE AVE GREENVILLE SC 29609 N/A PC GENERAL SUPPORT 2500 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 5000 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 3500 MEALS ON WHEELS - PIEDMONT AGENCY ON AGING 808 SOUTH EMERALD ROAD GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 2500 MEG'S HOUSE 929 PHOENIX STREET GREENWOOD SC 29648 N/A PC GENERAL SUPPORT 2500 MISSION LEXINGTON 216 HARMON STREET LEXINGTON SC 29072 N/A PC GENERAL SUPPORT 500 MOBILE MEALS OF SPARTANBURG COUNTY INC PO BOX 461 SPARTANBURG SC 293040461 N/A PC GENERAL SUPPORT 5000 MY PREEMIE AND YOURS 210 TURTLE POINT RD SUMMERVILLE SC 29483 N/A PC GENERAL SUPPORT 500 MY SISTER'S HOUSE INC PO BOX 71171 NORTH CHARLESTON SC 29415 N/A PC GENERAL SUPPORT 2000 NORTH EASTERN STRATEGIC ALLIANCE PO BOX 100547 FLORENCE SC 29502 N/A PC GENERAL SUPPORT 1500 NORTHWEST VOLUNTEER FIRE DEPARTMENT 201 OAKWOOD DRIVE GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 2000 ONE 80 PLACE 3710 LANDMARK DRIVE COLUMBIA SC 29204 N/A PC GENERAL SUPPORT 2500 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 3000 ROTARY CHARITIES INC 728 N PLEASANTBURG DRIVE GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 1000 SC DEPARTMENT OF NATURAL RESOURCES 1000 ASSEMBLY ST COLUMBIA SC 29201 N/A GOV S.C. GOVERNOR'S CUP FISHING TOURNAMENT 10000 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 WILDLIFE PARTNERS 125 REGIONAL PARKWAY STE 200 ORANGEBURG SC 29118 N/A PC GENERAL SUPPORT 15500 SELF REGIONAL MID-WINTER BALL 1325 SPRING STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 7500 SERVICE DOGS FOR VETERANS 109 WOODRUFF INDUSTRIAL LANE GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 250 SHRINER'S HOSPITAL 950 WEST FARIS ROAD GREENVILLE SC 29605 N/A PC GENERAL SUPPORT 1000 SPARTANBURG REGIONAL HEALTHCARE SYSTEM FOUNDATION 1692 SKYLYN DRIVE SPARTANBURG SC 29307 N/A PC GENERAL SUPPORT 1500 ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 381053678 N/A PC GENERAL SUPPORT 500 TAU BETA PI PO BOX 2697 KNOXVILLE TN 37901 N/A PC GENERAL SUPPORT 1000 THE AMERICAN BATTLEFIELD TRUST 1140 PROFESSIONAL COURT HAGERSTOWN MD 21740 N/A PC GENERAL SUPPORT 10000 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 1500 THE KIM S MILLER FAMILY ENTERPRISE INSTITUTE OF SOUTH CAROLINA AT ANDERSON 316 BOULEVARD ANDERSON SC 29621 N/A PC GENERAL SUPPORT 1500 THE MUSEUM GREENWOOD SC 106 MAIN STREET GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 3000 THE PARISH CHURCH OF ST HELENA 505 CHURCH STREET BEAUFORT SC 29902 N/A PC GENERAL SUPPORT 5000 THE POST & COURIER GOOD CHEER FUND 134 COLUMBUS STREET CHARLESTON SC 29403 N/A PC GENERAL SUPPORT 2500 THE SALVATION ARMY OF GREENWOOD COUNTY PO BOX 1453 GREENWOOD SC 29646 N/A PC GENERAL SUPPORT 500 THE SOUTH CAROLINA HISTORICAL SOCIETY 100 MEETING STREET CHARLESTON SC 29401 N/A PC GENERAL SUPPORT 1000 THE SOUTH CAROLINA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 305 AIRPORT ROAD GREENVILLE SC 29607 N/A PC GENERAL SUPPORT 500 TRIDENT UNITED WAY 6296 RIVERS AVENUE 200 NORTH CHARLESTON SC 29406 N/A PC GENERAL SUPPORT 1000 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 USC THETA TAU ZETA DELTA USC 300 MAIN ST COLUMBIA SC 29201 N/A PC GENERAL SUPPORT 150 VILLAGE GROUP 7 PLANTERSVILLE RD GEORGETOWN SC 294407881 N/A PC GENERAL SUPPORT 1500 WATER MISSION INTERNATIONAL 1150 MOLLY GREENE WAY BLDG 1605 NORTH CHARLESTON SC 29405 N/A PC GENERAL SUPPORT 3000 YOUNGLIFE GREENWOOD 1816 COKESBURY ROAD GREENWOOD SC 29649 N/A PC GENERAL SUPPORT 1000 275002 0 14 437736 18 335700 0 773436 0 773436 0 0 0 0 0 0 0 0 0 0 X X 1 THE ESTATE OF EMMETT I DAVIS JR PO BOX 428 GREENWOOD SC 29648 17757876 X X 1 PUBLICLY TRADED SECURITIES, NOTES RECEIVABLE, LAND 16761117 2023-03-16 TAX COMPLIANCE SERVICES 9438 0 9438 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 128814 172644 ADOBE INC 92103 190315 ADVANCED MICRO DEVIC 306992 471712 ALPHABET INC 262207 536943 AMAZON.COM INC 198308 303880 APPLE INC 172746 481325 BANK OF AMERICA CORP 243490 303030 BOEING CO 86967 101918 BROADCOM INC 47248 209855 CITIZENS FINL GROUP INC 217932 222038 CRH PUBLIC LIMITED CO 146456 172001 CROCS INC 169432 214843 DECKERS OUTDOOR CORP 95405 375658 DIAMONDBACK ENERGY 136655 248128 DOW INC 97786 128874 ELEVANCE HEALTH INC 122912 192868 EOG RESOURCES INC 125072 133045 EXPEDIA GROUP INC. 153365 208408 EXXON MOBIL CORP 99147 150870 FEDEX CORP 220258 379455 FIFTH THIRD BANCORP 176619 222461 GE HEALTHCARE TECHNOLOGI 199944 209615 GENERAC HOLDINGS INC 78378 93957 GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 278875 346393 GXO LOGISTICS INC 81010 84645 HCA HEALTHCARE INC 113113 230078 HONEYWELL INTL INC 121795 131698 HUMANA INC 179170 168932 INGERSOLL RAND INC 112668 154680 JOHNSON & JOHNSON 151482 166928 LAB CO OF AMER HLDG 46211 85916 LOCKHEED MARTIN CORP 118980 166339 LOWES COS INC 139037 240799 LULULEMON ATHLETICA 74931 125777 MEDTRONIC PLC 215697 217977 MERCK & CO INC 115690 171707 META PLATFORMS INC 192043 353960 MICROSOFT CORP 122038 526456 MONSTER BEVERAGE CORPORA 75250 79617 MORGAN STANLEY 134192 237788 NETFLIX INC 80294 189396 NEXTERA ENERGY INC 110807 120083 NORTHROP GRUMMAN CO 113633 119844 NOVO-NORDISK AS VORMAL 40225 206900 NVIDIA CORP 35065 445698 ON HOLDING AG 85764 76595 ONEMAIN HOLDINGS INCORPO 149454 168412 PALO ALTO NETWORKS 63824 345010 PEPSICO INC 134536 186824 PROCTER & GAMBLE 110853 132179 REGENERON PHARMS INC 53464 100125 SALESFORCE INC 170791 210512 SCHWAB TREASURY OBLIGATION MO 200751 200751 SHELL PLC 149100 166408 SNOWFLAKE INC 38844 50745 SYNOVUS FINL CO 147932 239078 TARGET CORP 299687 226733 TE CONNECTIVITY LTD 73584 88375 TRACTOR SUPPLY COMP 116083 170304 TRUIST FINL CORP 117466 136899 UBER TECHNOLOGIES INC 163903 320533 ULTA BEAUTY INC 212672 240095 UNITEDHEALTH GRP INC 177964 368529 VERTEX PHARMACEUTICA 103198 182287 VISA INC 183568 275971 WALT DISNEY CO 145556 126045 WELLS FARGO & CO 136015 212040 WILLIAMS COMPANIES 121954 181638 977650 990430 0 0 CLIFFS INVESTMENT GROUP AT COST 675418 675418 DFF, LLC AT COST 133552 133552 ISHARES CORE S&P 500 ETF AT COST 114549 119408 ISHARES CORE S&P SMALL CAP ETF AT COST 880039 1136625 ISHARES TRT IS 5-10 INV GR CR BD ETF AT COST 751090 780000 JANUS HENDRSON MORTG BCKD SECURT ETF AT COST 445486 454806 SCHWAB FUNDAMENTAL INL LARGE COM ETF AT COST 149282 163287 SCHWAB INTERMEDIATE TERM US TRS ETF AT COST 402205 397760 VANECK OIL SERVICES ETF AT COST 84056 136189 VANGUARD EXTENDED MARKET AT COST 342413 400527 VANGUARD STC ETF DV AT COST 1018092 1005810 APPRECIATED VALUE OF DONATED STOCK 2255271 OFFICE EXPENSES 65 0 65 PASSTHROUGH DEDUCTIONS 71 71 0 INVESTMENT MANAGEMENT FEES 69413 69413 0 TARGET MARKETING 0 0 0 EXCISE TAX 99 0 0 FOREIGN TAX 1665 1665 0 PROPERTY TAX 68 0 68