KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202203149349101935
Schema version
2021v4.2
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)
Return2022-11-10T13:09:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-10SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$827,112FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,857DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,452GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$176,209TotalRevAndExpnssAmt
Total Net Invst Incm$26,209TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$254TaxesRevAndExpnssAmt
Taxes Net Invst Incm$254TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,915OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,915OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,169TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,869TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,169TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$77,340ExcessRevenueOverExpensesAmt
Net Investment Income$18,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$132,144SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$139,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$139,087SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$638PrepaidExpensesBOYAmt
Prepaid Expenses EOY$384PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$384PrepaidExpensesEOYFMVAmt
Other Investments BOY$583,201OtherInvestmentsBOYAmt
Other Investments EOY$687,641OtherInvestmentsEOYAmt
Other Investments EOYFMV$687,641OtherInvestmentsEOYFMVAmt
Total Assets BOY$715,983TotalAssetsBOYAmt
Total Assets EOY$827,112TotalAssetsEOYAmt
Total Assets EOYFMV$827,112TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$715,983NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$827,112NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$715,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$827,112TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$715,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$827,112TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$715,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$77,340ExcessRevenueOverExpensesAmt
Other Increases$61,894OtherIncreasesAmt
Subtotal$855,217SubtotalAmt
Other Decreases$28,105OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$827,112TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - SHORT-TERM$27,594$19,280$8,314$8,314
PUBLICLY TRADED SECURITIES - LONG-TERM$73,858$62,820$11,038$11,038
FieldValueIRS element (for citing)
Capital Gain Net Income$19,352CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$251InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$251SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$583EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$583TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$332OverpaymentAmt
Applied To ES Tax$332AppliedToESTaxAmt
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$630,402AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$138,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$768,573TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$768,573AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,529CashDeemedCharitableAmt
Net Vl Noncharitable Assets$757,044NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Total Tax$251TotalTaxAmt
Distributable Before Adj$37,601DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,601DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,601DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$90,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,601DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$209,027ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$223,036ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$167,937ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$189,610ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,592ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$843,202TotalExcessDistributionCyovAmt
Qualifying Distributions$90,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,601AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,099RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$896,301TotalCorpusAmt
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$209,027ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$687,274ExcessDistriCyovToNextYrAmt
Excess From Year4$223,036ExcessFromYear4Amt
Excess From Year3$167,937ExcessFromYear3Amt
Excess From Year2$189,610ExcessFromYear2Amt
Excess From Year1$53,592ExcessFromYear1Amt
Excess From Current Year$53,099ExcessFromCurrentYearAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AC FLORA HS ATHLETIC BOOSTER CLUB
1 FALCON DRIVECOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
COLUMBIA MUSEUM OF ART
PO BOX 2068COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$600
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$23,400
FOLDS OF HONOR - PALMETTO CHAPTER
1275 THORNBLADE BLVDGREERSC29650N/APUBLIC CHARITYGENERAL CONTRIBUTION$11,500
IRMO-CHAPIN RECREATION COMM
5605 BUSH RIVER ROADCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
JUNIOR LEAGUE OF COLUMBIA
2926 DEVINE STREETCOLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
MARCH OF DIMES
240 STONERIDGE DRIVE 206COLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
THE APPLEGREEN FOUNDATION
1492 LAKE MURRAY BLVD SUITE DCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
THE THERAPY PLACE INC
3620 COVENANT ROADCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
ARTISPHERE
101 AUGUSTA ST BGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
BIG RED BARN RETREAT
8024 WINNSBORO ROADBLYTHEWOODSC29016N/APUBLIC CHARITYGENERAL CONTRIBUTION$17,500
CONGAREE VISTA GUILD
701 GERVAIS STREET SUITE 150-118COLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
HISTORIC COLUMBIA FOUNDATION INC
1601 RICHLAND STCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
HOLY TRINITY GREEK ORTHODOX
1931 SUMTER STCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
METROPOLITAN ARTS COUNCIL
16 AUGUSTA STGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,500
RIVERBANKS
500 WILDLIFE PKWYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$4,000
SCOA CARES INC
166 STONERIDGE DRIVE 100COLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
THE COURAGE CENTER
5205 AUGUSTA ROADLEXINGTONSC29072N/APUBLIC CHARITYGENERAL CONTRIBUTION$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,700TotalGrantOrContriPdDurYrAmt
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$6,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,209ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,209TotalIncomeProducingActyAmt

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$150,000TotalContributionsAmt
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$7,343$7,343
ISHARES RUSSELL 1000 VALUE ETFFMV$123,428$123,428
ISHARES TR RUS MD CP GR ETFFMV$49,545$49,545
ISHARES TR RUS 1000 GRW ETFFMV$157,379$157,379
ISHARES TR FLTG RATE NT ETFFMV$12,683$12,683
ISHARES TR US TREAS BD ETFFMV$32,016$32,016
ISHARES TR 20 YR TR BD ETFFMV$54,830$54,830
ISHARES TRUST 1-3 YEAR TREASURY BOND ETFFMV$11,976$11,976
SPDR GOLD TR GOLD SHSFMV$47,014$47,014
VANGUARD SCOTTSDALE FDS INTER TERM TREASFMV$18,279$18,279
VANGUARD INTERNATIONAL EQUITY INDEX FDS FTSE EMRFMV$13,307$13,307
VANGUARD REAL ESTATE ETFFMV$43,504$43,504
VANGUARD SPECIALIZED FUNDS DIV APP ETFFMV$10,305$10,305
ISHARES MSCI EAFEFMV$3,147$3,147
SPDR MSCI ACWI EX US ETFFMV$3,810$3,810
VANGUARD INTERNATIONAL ETF FDS FTSE EMRFMV$11,771$11,771
VANGUARD MEGA CAP GROWTH INDEX FUNDFMV$33,899$33,899
SPDR PORTFOLIO SHORT TERM TR ETFFMV$53,405$53,405

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$28,105Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$7,915RevenueAndExpensesPerBooksAmt
Net Investment Income$7,915NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$61,894Amt

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$254Amt
Net Investment Income$254NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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