KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-03
IRS object ID
202303079349101265
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-03T11:09:03-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570940019PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAUKNIGHT PIETRAS & STORMER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11501 MAIN ST SUITE 600AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570734278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KW BEVERAGE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKWBEBusinessNameControlTxt
Phone8037995490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 BLUFF ROADAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES F KIRKHAMPersonNm
Person TitleCFOPersonTitleTxt
Phone8037995490PhoneNum
Signature2023-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastKIRKHAMPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2023-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$674,631FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,918DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,918DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$81,815TotalRevAndExpnssAmt
Total Net Invst Incm$9,918TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,512OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,512OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,512TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,512TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,030ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,030ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,512TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,727ExcessRevenueOverExpensesAmt
Net Investment Income$2,406NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$139,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,902SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,902SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$384PrepaidExpensesBOYAmt
Prepaid Expenses EOY$384PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$384PrepaidExpensesEOYFMVAmt
Other Investments BOY$687,641OtherInvestmentsBOYAmt
Other Investments EOY$601,345OtherInvestmentsEOYAmt
Other Investments EOYFMV$601,345OtherInvestmentsEOYFMVAmt
Total Assets BOY$827,112TotalAssetsBOYAmt
Total Assets EOY$674,631TotalAssetsEOYAmt
Total Assets EOYFMV$674,631TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$827,112NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$674,631NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$827,112TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$674,631TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$827,112TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$674,631TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$827,112TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,727ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$807,385SubtotalAmt
Other Decreases$132,754OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$674,631TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWELLS FARGO BROKERAGEPropertyDesc
Gross Sales Price$99,067GrossSalesPriceAmt
Cost Or Other Basis$127,170CostOrOtherBasisAmt
Gain Or Loss-$28,103GainOrLossAmt
Gains Minus Excess Or Losses-$28,103GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,103CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$33SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$332EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$332TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$299OverpaymentAmt
Applied To ES Tax$299AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES F KIRKHAMIndividualWithBooksNm
Phone8037995490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 BLUFF ROADAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP292020684ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RODNEY G WILLIAMS
825 BLUFF ROADCOLUMBIASC29201CEO0.00$0$0$0
JAMES F KIRKHAM
825 BLUFF ROADCOLUMBIASC29201CFO-SECRETARY/TREASURER0.00$0$0$0
HOLLY CHAVIS
825 BLUFF ROADCOLUMBIASC29201ADMINISTRATOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$606,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$718,600TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$718,600AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$707,821NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,391MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,391MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$35,358DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,358DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,358DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,030ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,358DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$223,036ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$167,937ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$189,610ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,592ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,099ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$687,274TotalExcessDistributionCyovAmt
Qualifying Distributions$94,030QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,358AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,672RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$745,946TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$223,036ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$522,910ExcessDistriCyovToNextYrAmt
Excess From Year4$167,937ExcessFromYear4Amt
Excess From Year3$189,610ExcessFromYear3Amt
Excess From Year2$53,592ExcessFromYear2Amt
Excess From Year1$53,099ExcessFromYear1Amt
Excess From Current Year$58,672ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES F KIRKHAMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 684AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP292020684ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8037995490RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE WRITTEN, STATING THE PURPOSE AND FUNCTION OF THE ORGANIZATION. A FOUNDATION SHOULD INDICATE WHETHER IT IS AN OPERATING FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR SUBMISSION. IT IS A ROLLING PROCESS.SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS 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 (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG RED BAM RETREAT
8024 WINNSBORO ROADBLYTHEWOODSC29016N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
BLUE RIDGE COUNCIL BSA
1 PARK PLAZAGREENVILLESC29607N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
CAMP COLE
1571 CROSSING CREEK ROADEASTOVERSC29044N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
CAYCE PUBLIC SAFETY FOUNDATION
1515 MAIN STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$930
COLUMBIA MUESEUM OF ART
PO BOX 2068COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
CONGAREE VISTA GUILD
701 GERVAIS STREET SUITE 150-118COLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
FOLDS OF HONOR
2607 WOODRUFF ROAD SUITE E-343SIMPSONVILLESC29681N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
FOLDS OF HONOR
2607 WOODRUFF ROAD SUITE E-343SIMPSONVILLESC29681N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
FOLDS OF HONOR FOUNDATION
2607 WOODRUFF ROAD SUITE E-343SIMPSONVILLESC29681N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
GREATER ROSEWOOD MERCHANTS
2910 ROSEWOOD DRIVE 5COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
GREENVILLE ARTS FESTIVAL DBA ARTISPHERE
101 B AUGUSTA STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
GREENVILLE CHAMBER FOUNDATION
550 S MAIN STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
HABITAT FOR HUMANITY
625 TAYLOR STREET SUITE 2-BCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
IRMO RECREATION COMMISSION FOUNDATION
5605 BUSH RIVER ROADCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
LIVE LIKE LONDON FOUNDATION
345 NEWBERG ROADCHAPINSC29036N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
MAIN STREET LATIN FESTIVAL
1400 MAIN STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
METROPOLITAN ARTS COUNCIL
16 AUGUSTA STGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
OLYMPIA-GRANBY HISTORICAL FOUNDATION
1170 OLYMPIA AVENUECOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
OUR LADY OF PERPERTUAL HELP CATHOLIC CHURCH
1709 LYTTLETON STREETCAMDENSC29020N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
RICHLAND COUNTY SHERRIF'S FOUNDATION
PO BOX 1182COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
RIVERBANKS
500 WILDLIFE PKWYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,400
SAIT GEORGE GREEK ORTHODOX CATHEDRAL
406 N ACADEMY STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
SC STATE GUARD MISSION AND OPERATIONS
551 GRANBY LANECOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,200
SOUTH CAROLINA CHARITIES
104 S MAIN STREET SUITE 110GREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
THE APPLEGREEN FOUNDATION
1492 LAKE MURRAY BLVD SUITE DCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
THE THERAPY PLACE
3620 COVENANT ROADCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
TIGER GOLF GATHERING
501-8 OLD GREENVILLE HWYCLEMSONSC29631N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,030TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,918ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,103ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$18,185ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$18,185TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KW ASSOCIATES LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1825 BLUFF ROADAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL MID-CAP VALUE ETFFMV$6,320$6,320
ISHARES RUSSELL 1000 VALUE ETFFMV$109,463$109,463
ISHARES TR RUS MD CP GR ETFFMV$35,948$35,948
ISHARES TR RUS 1000 GRW ETFFMV$107,120$107,120
ISHARES TR US TREAS BD ETFFMV$27,264$27,264
SPDR GOLD TR GOLD SHSFMV$46,651$46,651
VANGUARD SCOTTSDALE FDS INTER TERM TREASFMV$16,082$16,082
VANGUARD INTERNATIONAL EQUITY INDEX FDS FTSE EMRFMV$9,277$9,277
VANGUARD REAL ESTATE ETFFMV$30,930$30,930
VANGUARD SPECIALIZED FUNDS DIV APP ETFFMV$9,111$9,111
ISHARES MSCI EAFEFMV$2,626$2,626
SPDR MSCI ACWI EX US ETFFMV$16,722$16,722
SPDR PORTFOLIO SHORT TERM TR ETFFMV$50,702$50,702
SPDR PORTFOLIO S&P 500 GROWTH ETFFMV$21,535$21,535
VANECK ETF TR VANECK GOLD MINERS ETFFMV$21,065$21,065
ISHARES TR IBONDS 25 TRM TS IBTFFMV$29,798$29,798
SPDR PORTFOLIO LONG TERM TREASURY ETF SPTLFMV$36,868$36,868
SPDR SER TR PORTFLI INTRMDIT SPTIFMV$23,863$23,863

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED GAIN/LOSS$103,250
OTHER DECREASES$27,504
PRIOR PERIOD ADJUSTMENT$2,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$7,476$7,476$0
BANK FEES$36$36$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KW ASSOCIATES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 BLUFF ROADAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd

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