KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-27
IRS object ID
202143009349100334
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-27T13:39:09-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-27SignatureDt
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
Preparation2021-10-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$715,983FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,925NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$416,693GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,802TotalRevAndExpnssAmt
Total Net Invst Incm$8,727TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,323AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$6,277OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,258OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,258TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,258TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$96,848ExcessRevenueOverExpensesAmt
Net Investment Income$2,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$281,084SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$132,144SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$132,144SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$638PrepaidExpensesBOYAmt
Prepaid Expenses EOY$638PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$638PrepaidExpensesEOYFMVAmt
Other Investments BOY$501,851OtherInvestmentsBOYAmt
Other Investments EOY$583,201OtherInvestmentsEOYAmt
Other Investments EOYFMV$583,201OtherInvestmentsEOYFMVAmt
Total Assets BOY$783,573TotalAssetsBOYAmt
Total Assets EOY$715,983TotalAssetsEOYAmt
Total Assets EOYFMV$715,983TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$773,573NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$715,983NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$773,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$715,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$783,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$715,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$773,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$96,848ExcessRevenueOverExpensesAmt
Other Increases$39,258OtherIncreasesAmt
Subtotal$715,983SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$715,983TotNetAstOrFundBalancesEOYAmt

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$85,983$80,467$5,516$5,516
PUBLICLY TRADED SECURITIES - LONG-TERM$330,710$351,151-$20,441-$20,441
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,925CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$617EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$617TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$583OverpaymentAmt
Applied To ES Tax$583AppliedToESTaxAmt
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$484,451AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$215,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$700,348TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$700,348AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,505CashDeemedCharitableAmt
Net Vl Noncharitable Assets$689,843NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,492MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,492MinimumInvestmentReturnAmt
Tax Based On Investment Income$34TaxBasedOnInvestmentIncomeAmt
Total Tax$34TotalTaxAmt
Distributable Before Adj$34,458DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,458DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,458DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$88,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,458DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$190,341ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$209,027ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$223,036ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$167,937ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$189,610ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$979,951TotalExcessDistributionCyovAmt
Qualifying Distributions$88,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,458AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,592RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,033,543TotalCorpusAmt
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$190,341ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$843,202ExcessDistriCyovToNextYrAmt
Excess From Year4$209,027ExcessFromYear4Amt
Excess From Year3$223,036ExcessFromYear3Amt
Excess From Year2$167,937ExcessFromYear2Amt
Excess From Year1$189,610ExcessFromYear1Amt
Excess From Current Year$53,592ExcessFromCurrentYearAmt

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 (19 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$1,300
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
FIVE POINTS ASSOCIATION INC
PO BOX 1473COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$25,000
FOLDS OF HONOR - PALMETTO CHAPTER
1275 THORNBLADE BLVDGREERSC29650N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
GREATER ROSEWOOD MERCHANTS ASSOCIATION
2761 ROSEWOOD DRIVECOLUMBIASC29230N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
HABITAT FOR HUMANITY
209 S SUMTER STCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
HEALTHY LEARNERS A MINISTRY OF THE SISTERS OF CHARITY HEALTH SYSTEMS
2749 LAUREL STREETCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
IRMO-CHAPIN RECREATION COMM
5605 BUSH RIVER ROADCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
MARCH OF DIMES
240 STONERIDGE DRIVE 206COLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
THE THERAPY PLACE INC
3620 COVENANT ROADCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
JUNIOR LEAGUE OF COLUMBIA
2926 DEVINE STREETCOLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
PRISMA HEALTH MIDLANDS FOUNDATION
1600 MARION STCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
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$3,500
ZETA TAU ALPHA FOUNDATION
5 COGGINS POINTCOLUMBIASC29209N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
CHILDREN'S CHANCE
13 SURREY COURT SUITE 200COLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$750
PALMETTO FOUNDATION FOR PREVENTION & RECOVERY
105 SNAPDRAGON CT UNIT BCHAPINSC29036N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
SISTERCARE
P O BOX 1029COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$14,925ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion$10,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,802ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,802TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$6,323Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIRST TR EXCHANGE TRADED FD IV FIRST TRFMV$18,913$18,913
ISHARES RUSSELL 2000 ETFFMV$26,350$26,350
ISHARES RUSSELL MID-CAP VALUE ETFFMV$5,818$5,818
ISHARES RUSSELL 1000 VALUE ETFFMV$104,598$104,598
ISHARES TR RUS MD CP GR ETFFMV$44,140$44,140
ISHARES TR RUS 1000 GRW ETFFMV$124,187$124,187
ISHARES TR FLTG RATE NT ETFFMV$12,680$12,680
ISHARES TR US TREAS BD ETFFMV$32,688$32,688
ISHARES TR 20 YR TR BD ETFFMV$37,855$37,855
ISHARES TRUST 1-3 YEAR TREASURY BOND ETFFMV$12,093$12,093
SPDR GOLD TR GOLD SHSFMV$49,049$49,049
VANGUARD BD INDEX FDS TOTAL BND MRKTFMV$18,961$18,961
VANGUARD SCOTTSDALE FDS INTER TERM TREASFMV$19,091$19,091
VANGUARD INTERNATIONAL EQUITY INDEX FDS FTSE EMRFMV$8,418$8,418
VANGUARD REAL ESTATE ETFFMV$35,246$35,246
VANGUARD SPECIALIZED FUNDS DIV APP ETFFMV$8,470$8,470
VANGUARD TAX-MANAGED INTL FD FTSE DEVFMV$24,644$24,644

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$6,258$6,258$0
OFFICE SUPPLIES$19$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$10,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$10,000AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$39,258Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS PAYABLESDesc
BOY Book Value$10,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

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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