2025-11-17T11:04:44-06:00 2024-12-31 392519050 ELLIOTT DAVIS ADVISORY LLC PO BOX 6286 GREENVILLE SC 296066286 990PF 2024-01-01 582272273 PAUL S AND CAROLYN A SIMON FOUNDATION PAUL 7067335183 14 HIGHGATE W AUGUSTA GA 30909 PAUL S SIMON PRESIDENT 7067335183 2025-11-13 1 1 CORY OUELLETTE P01400752 8642423370 2025-11-13 2024 2025-03-06 01:10:19Z X 813397 X X 92 92 16622 16622 28557 70533 28557 45271 45271 0 0 0 1850 0 0 864 0 0 2714 0 0 28000 28000 30714 0 28000 14557 45271 4881 2943 2943 48676 48676 457641 464488 761778 462522 516107 813397 0 0 X 0 0 0 0 462522 516107 462522 516107 462522 516107 462522 14557 39028 516107 0 516107 BLACKROCK INC 2016-08-22 2024-01-17 23409 11183 12226 12226 ISHARES SELECT 2011-07-13 2024-06-12 15122 6691 8431 8431 SCHWAB US MID-CAP 2018-07-30 2024-05-16 24201 16804 7397 7397 SCHWAB STRATEGIC TR ETF 2022-08-18 2024-05-16 7801 7298 503 503 28557 629 0 629 0 629 0 0 0 0 0 34 663 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A PAUL S SIMON 7068233302 14 HIGHGATE W AUGUSTA GA 30909 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL S SIMON 14 HIGHGATE W AUGUSTA GA 30909 PRESIDENT 0.25 0 0 0 CAROLYN A SIMON 14 HIGHGATE W AUGUSTA GA 30909 VICE PRESIDENT/SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 797709 17427 0 815136 0 0 815136 12227 802909 40145 40145 629 629 39516 0 39516 0 39516 28000 0 28000 39516 25125 0 0 28000 25125 0 0 2875 0 0 0 0 0 0 0 0 36641 0 0 0 PAUL S SIMON X AMERICAN HEART ASSOCIATION 2801 WASHINGTON ROAD SUITE 107 379 AUGUSTA GA 30909 NONE PC TO HELP AMERICAN HEART ASSOCIATION FUND LIFESAVING RESEARCH, ADVOCATE FOR HEALTHIER COMMUNITIES, IMPROVE PATIENT CARE AND WORK FOR EQUITABLE HEALTH FOR ALL PEOPLE 1000 AMERICAN RED CROSS 1322 ELLIS ST AUGUSTA GA 30901 NONE PC TO HELP THE AMERICAN RED CROSS COLLECT BLOOD THROUGH BLOOD DRIVES AND SUPPLY IT TO HOSPITALS AND TRANSFUSION CENTERS ACROSS THE U.S. 1000 CHILD ENRICHMENT 2300 WALDEN DR AUGUSTA GA 30904 NONE PC TO HELP CHILD ENRICHMENT SERVE CHILDREN WHO WERE PHYSICALLY OR SEXUALLY ABUSED, SEVERELY NEGLECTED, ABANDONED, OR SEX TRAFFICKED 1000 CURE PSP INC 325 HUDSON ST FLOOR 4 NEW YORK NY 10013 NONE PC TO HELP CURE PSP, INC RAISE AWARENESS, BUILD COMMUNITY, IMPROVE CARE AND FIND A CURE FOR PSP, CBD AND MSA. 1000 EPISCOPAL DAY SCHOOL 2248 WALTON WAY AUGUSTA GA 30904 NONE PC TO HELP EPISCOPAL DAY SCHOOL PREPARE STUDENTS FOR HIGH SCHOOL 8000 HERITAGE ACADEMY 333 GREENE ST AUGUSTA GA 30901 NONE PC TO HELP HERITAGE ACADEMY PROVIDE A QUALITY CHRIST CENTERED EDUCATION TO CHILDREN OF DIVERSE ECONOMIC, RACIAL AND ETHNIC BACKGROUNDS, EMPOWERING THEM TO BECOME A POSITIVE INFLUENCE 5000 MD ANDERSON 1303 DANTIGNAC ST 2600 AUGUSTA GA 30901 NONE PC TO HELP M.D. ANDERSON SUPPORT AND IMPROVE A COMMUNITY'S HEALTH 1000 SHRINERS CHILDRENS HOSPITAL 950 WEST FARIS RD GREENVILLE SC 29605 NONE PC TO HELP SHRINERS CHILDRENS HOSPITAL PROVIDE HEALTH, HOPE AND A FUTURE TO CHILDREN AND FAMILIES IN NEED 1000 ST JUDE CHILDRENS HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC TO HELP ST JUDE CHILDREN'S HOSPITAL ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 1000 THE SALVATION ARMY 1833 BROAD ST AUGUSTA GA 30904 NONE PC TO HELP THE SALVATION ARMY PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS 1000 TUNNEL T TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC TO HELP TUNNEL T. TOWERS PROVIDE MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN 1000 TUTTLE NEWTON HOME 2196 CENTRAL AVE AUGUSTA GA 30904 NONE PC TO HELP TUTTLE NEWTON HOME PROVIDE EMERGENCY FINANCIAL AID TO FAMILIES ON A LIMITED BASIS 2500 AUGUSTA FIRST TEE 3165 DAMASCUS RD AUGUSTA GA 30909 NONE FIRST TEE IS YOUTH DEVELOPMENT ORGANIZATION INTRODUCING THE GAME OF GOLF AND ITS INHERENT VALUES TO YOUNG PEOPLE. 2500 LUCY CRAFT LANEY MUSEUM 1116 PHILLIPS ST AUGUSTA GA 30901 NONE LUCY CRAFT LANEY MUSEUM SHOWCASES THE LEGACY OF A PROMINENT AFRICAN-AMERICAN EDUCATOR THROUGH HISTORY AND ART. 1000 28000 0 14 92 14 16622 14 28557 0 45271 0 45271 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1850 0 0 WELLS FARGO 8029 - VAR. PUBL. TRADED SECURITIES 464488 761778 OTHER INCREASES 39028 TAXES 864 0 0