KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202423049349101302
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T12:46:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570940019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUKNIGHT PIETRAS & STORMER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MAIN ST SUITE 600 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570734278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KW BEVERAGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KWBE | BusinessNameControlTxt |
| Phone | 8037995490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F KIRKHAM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8037995490 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLIE S JOHNSON | PreparerPersonNm |
| PTIN | P00294226 | PTIN |
| Phone | 8037718943 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $895,426 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,424 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,688 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $384 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $601,345 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $674,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $674,738 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $674,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $895,426 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,561 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,561 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $674,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $885,865 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $674,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $885,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $674,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $895,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $674,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,959 | OtherIncreasesAmt |
| Subtotal | $885,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $885,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SYNOVUS BROKERAGE | PropertyDesc |
| Gross Sales Price | $102,177 | GrossSalesPriceAmt |
| Cost Or Other Basis | $83,483 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,694 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,694 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $299 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $299 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $61 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES F KIRKHAM | IndividualWithBooksNm |
| Phone | 8037995490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 292020684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RODNEY G WILLIAMS | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 29201 | CEO | 0.00 | $0 | $0 | $0 |
| JAMES F KIRKHAM | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 29201 | CFO-SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| SUE LAUGHEAD | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 29201 | ADMINISTRATOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $627,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,406 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $837,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $360 | TotalTaxAmt |
| Distributable Before Adj | $40,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $167,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,610 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,592 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $522,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $558,228 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $167,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $390,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,610 | ExcessFromYear4Amt |
| Excess From Year3 | $53,592 | ExcessFromYear3Amt |
| Excess From Year2 | $53,099 | ExcessFromYear2Amt |
| Excess From Year1 | $58,672 | ExcessFromYear1Amt |
| Excess From Current Year | $35,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES F KIRKHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 684 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 292020684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8037995490 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN, STATING THE PURPOSE AND FUNCTION OF THE ORGANIZATION. A FOUNDATION SHOULD INDICATE WHETHER IT IS AN OPERATING FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR SUBMISSION. IT IS A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO 501(C)(3) ORGANIZATIONS ONLY. PROOF OF 501(C)(3) STATUS IS REQUIRED BEFORE A CHECK WILL BE ISSUED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOLDS OF HONOR | |||||||
| 2607 WOODRUFF ROAD SUITE E-343 | SIMPSONVILLE | SC | 29681 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $17,800 |
| HABITAT FOR HUMANITY | |||||||
| 625 TAYLOR STREET SUITE 2-B | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| LIVE LIKE LONDON FOUNDATION | |||||||
| 345 NEWBERG ROAD | CHAPIN | SC | 29036 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $7,500 |
| OLYMPIA-GRANBY HISTORICAL FOUNDATION | |||||||
| 1170 OLYMPIA AVENUE | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| RIVERBANKS | |||||||
| 500 WILDLIFE PKWY | COLUMBIA | SC | 29210 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $4,400 |
| SOUTH CAROLINA CHARITIES | |||||||
| 104 S MAIN STREET SUITE 110 | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| APPLEGREEN FOUNDATION | |||||||
| 1492 LAKE MURRAY BLVD SUITE D | COLUMBIA | SC | 29212 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| ARTISPHERE | |||||||
| 101B AUGUSTA STREET | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| FIVE POINTS ASSOCIATION | |||||||
| 532 CONGAREE AVENUE | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,000 |
| JUNIOR LEAGUE OF COLUMBIA INC | |||||||
| 2926 DEVINE STREET | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,500 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,000 |
| UPSTATE WARRIOR SOLUTION INC | |||||||
| 770 PELHAM ROAD | GREENVILLE | SC | 29615 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 |
| TIGER GOLF GATHERING FOUNDATION | |||||||
| 501 OLD GREENVILLE HWY | CLEMSON | SC | 29631 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,344 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KW ASSOCIATES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF | FMV | $6,977 | $6,977 |
| ISHARES RUSSELL 1000 VALUE ETF | FMV | $119,861 | $119,861 |
| ISHARES TR RUS MD CP GR ETF | FMV | $31,860 | $31,860 |
| ISHARES TR RUS 1000 GRW ETF | FMV | $124,300 | $124,300 |
| ISHARES TR US TREAS BD ETF | FMV | $27,648 | $27,648 |
| SPDR GOLD TR GOLD SHS | FMV | $52,572 | $52,572 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | FMV | $16,313 | $16,313 |
| VANGUARD INTERNATIONAL EQUITY INDEX FDS FTSE EMR | FMV | $9,782 | $9,782 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | FMV | $10,224 | $10,224 |
| ISHARES MSCI EAFE | FMV | $3,014 | $3,014 |
| SPDR MSCI ACWI EX US ETF | FMV | $18,793 | $18,793 |
| SPDR PORTFOLIO SHORT TERM TR ETF | FMV | $50,983 | $50,983 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | FMV | $27,651 | $27,651 |
| VANECK ETF TR VANECK GOLD MINERS ETF | FMV | $22,792 | $22,792 |
| ISHARES TR IBONDS 25 TRM TS IBTF | FMV | $29,798 | $29,798 |
| SPDR SER TR PORTFLI INTRMDIT SPTI | FMV | $24,133 | $24,133 |
| ISHARES RUSSELL 2000 ETF | FMV | $16,057 | $16,057 |
| ISHARES TR IBONDS 27 TRM TS | FMV | $34,749 | $34,749 |
| ISHARES TR 7-10 YR TRSY BD | FMV | $47,231 | $47,231 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $7,424 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $61,959 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $0 | $61 |
| CONTRIBUTION PAYABLE | $0 | $9,500 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KW ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $445 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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