| 2024 | Spartanburg Methodist College | 990 | Director | 1 | $0 | $0 | View return |
| 2024 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2024 | Noble Tree Foundation Org | 990 | Secretary | 1 | $0 | $0 | View return |
| 2024 | Kentucky Retail Institute Inc. | 990EZ | Director | 0 | $0 | - | View return |
| 2024 | Seth M Milliken Foundation Inc | 990PF | Trustee | 0.1 | $0 | $0 | View return |
| 2023 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Spartanburg Methodist College | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2023 | Seth M Milliken Foundation Inc | 990PF | Trustee | 0.1 | $0 | $0 | View return |
| 2023 | Ohio Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Noble Tree Foundation Org | 990 | Secretary | 1 | $0 | $0 | View return |
| 2022 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2022 | Seth M Milliken Foundation Inc | 990PF | Trustee | 0.1 | $0 | $0 | View return |
| 2022 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2022 | Ohio Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Methodist Home of Kentucky Inc | 990 | Trustee | 0 | $0 | $0 | View return |
| 2021 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2021 | Noble Tree Foundation Org | 990 | Secretary | 1 | $0 | $0 | View return |
| 2021 | Distributive Education Clubs of America | 990 | Director | 2 | $0 | $0 | View return |
| 2021 | Seth M Milliken Foundation Inc | 990PF | Trustee | 0.1 | $0 | $0 | View return |
| 2021 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 2 | $0 | $0 | View return |
| 2021 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2021 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | Noble Tree Foundation Org | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2020 | Marketing & Business Administration Research and Curriculum Center | 990 | Trustee | 2 | $0 | $0 | View return |
| 2020 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 2 | $0 | $0 | View return |
| 2020 | Distributive Education Clubs of America | 990 | Director | 2 | $0 | $0 | View return |
| 2020 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2020 | Seth M Milliken Foundation Inc | 990PF | Trustee | 0.1 | $0 | $0 | View return |
| 2020 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2020 | The Spartanburg Regional Healthcare System Foundation | 990 | Cancer Chair | 1 | $0 | $0 | View return |
| 2019 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 2 | $0 | $0 | View return |
| 2019 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Noble Tree Foundation Org | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | Marketing & Business Administration Research and Curriculum Center | 990 | Secretary/Treasure | 2 | $0 | $0 | View return |
| 2019 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0.5 | $0 | $0 | View return |
| 2019 | The Spartanburg Regional Healthcare System Foundation | 990 | Cancer Chair | 1 | $0 | $0 | View return |
| 2019 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2019 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2018 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 2 | $0 | $0 | View return |
| 2018 | Noble Tree Foundation Org | 990 | Director | 0 | $0 | $0 | View return |
| 2018 | Marketing & Business Administration Research and Curriculum Center | 990 | Trustee | 2 | $0 | $0 | View return |
| 2018 | Rose and Walter Montgomery Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2018 | The Lancaster Grand Theater Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2018 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2018 | Upstate Forever | 990 | Board | 0.4 | $0 | $0 | View return |
| 2018 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | The Spartanburg Regional Healthcare System Foundation | 990 | Cancer Chair | 1 | $0 | $0 | View return |
| 2018 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2017 | Upstate Forever | 990 | Board | 0.4 | $0 | $0 | View return |
| 2017 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | The Lancaster Grand Theater Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2017 | The Boys and Girls Club of Southern Illinois | 990 | Secretary | 2 | $0 | $0 | View return |
| 2017 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2017 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 2 | $0 | $0 | View return |
| 2016 | Noble Tree Foundation Org | 990 | Director | 0 | $0 | $0 | View return |
| 2016 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2016 | Northeast Quadrant Advanced Life Support Inc. | 990 | Secretary | 4 | $0 | $0 | View return |
| 2016 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2016 | The Lancaster Grand Theater Inc | 990 | Director | 5 | $0 | $0 | View return |
| 2016 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | The Lancaster Grand Theater Inc | 990 | Member | 2 | $0 | $0 | View return |
| 2015 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2015 | Noble Tree Foundation Org | 990 | Director | 0 | $0 | $0 | View return |
| 2015 | Northeast Quadrant Advanced Life Support Inc. | 990 | Secretary | 4 | $0 | $0 | View return |
| 2015 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2015 | The Boys and Girls Club of Southern Illinois | 990 | Board Member | 0 | $0 | $0 | View return |
| 2015 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2015 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Noble Tree Foundation Org | 990 | Director | 0 | $0 | $0 | View return |
| 2014 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2014 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2014 | Northeast Quadrant Advanced Life Support Inc. | 990 | Secretary | 4 | $0 | $0 | View return |
| 2014 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Jobsohio Beverage System | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2013 | The Arts Partnership of Greater Spartanburg Inc | 990 | Chairwoman | 0 | $0 | $0 | View return |
| 2013 | Northeast Quadrant Advanced Life Support Inc. | 990 | Secretary | 4 | $0 | $0 | View return |
| 2013 | Jobsohio Beverage System | 990 | Board Member | 1 | - | - | View return |
| 2013 | Noble Tree Foundation Org | 990 | Director | 0 | $0 | $0 | View return |
| 2013 | Friends of the Pulaski Theatre Ltd. | 990 | Board Member | 1 | $0 | $0 | View return |
| 2013 | Nationwide Children'S Hospital Group Return | 990 | Director - Ccfa | 3 | $0 | $0 | View return |
| 2013 | Wofford College | 990 | Trustee | 1 | $0 | $0 | View return |
| 2012 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2011 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2010 | Betty James and Walter S Montgomery Jr Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |