KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-14
IRS object ID
201942879349100424
Schema version
2018v3.1
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)
Return2019-10-14T14:43:42-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570734278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUDWEISER OF COLUMBIA AND GREENVILLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBUDWBusinessNameControlTxt
Phone8037995490PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES F KIRKHAMPersonNm
Person TitleCFOPersonTitleTxt
Phone8037995490PhoneNum
Signature2019-10-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2019-10-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address165.166.110.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-03IPDt
IP Tm11:45:11IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7BECC7D09033F4F865F6783A88B1406E0A85E844AtSubmissionCreationDeviceId
At Submission Filing Device Id7BECC7D09033F4F865F6783A88B1406E0A85E844AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$525,023FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,744NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$410,848GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,744CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,881TotalRevAndExpnssAmt
Total Net Invst Incm$38,881TotalNetInvstIncmAmt
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$6,628AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$339TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,900OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,778OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,778TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,598ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,598ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,465TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,778TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,598TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$185,584ExcessRevenueOverExpensesAmt
Net Investment Income$32,103NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$101,487SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,213SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,213SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,072PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,233PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,233PrepaidExpensesEOYFMVAmt
Other Investments BOY$681,931OtherInvestmentsBOYAmt
Other Investments EOY$419,577OtherInvestmentsEOYAmt
Other Investments EOYFMV$419,577OtherInvestmentsEOYFMVAmt
Total Assets BOY$784,490TotalAssetsBOYAmt
Total Assets EOY$525,023TotalAssetsEOYAmt
Total Assets EOYFMV$525,023TotalAssetsEOYFMVAmt
Other Liabilities BOY$80,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$20,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$80,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$704,490UnrestrictedBOYAmt
Unrestricted EOY$505,023UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$704,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$505,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$784,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$525,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$704,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$185,584ExcessRevenueOverExpensesAmt
Other Increases$60,000OtherIncreasesAmt
Subtotal$578,906SubtotalAmt
Other Decreases$73,883OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$505,023TotNetAstOrFundBalancesEOYAmt

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$101,777$103,006-$1,229-$1,229
PUBLICLY TRADED SECURITIES$309,071$282,098$26,973$26,973
FieldValueIRS element (for citing)
Capital Gain Net Income$25,744CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$265,942AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$869,049NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.306015DistributionYr1Rt
Adjusted Qlfy Distri Yr2$248,943AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$850,594NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.292670DistributionYr2Rt
Adjusted Qlfy Distri Yr3$235,037AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$906,035NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.259413DistributionYr3Rt
Adjusted Qlfy Distri Yr4$169,540AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,105,114NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.153414DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,649AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,180,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.092069DistributionYr5Rt
Total Distribution1.103581TotalDistributionRt
Average Distribution0.220716AverageDistributionRt
Net Vl Noncharitable Assets$659,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$145,593AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$321NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$145,914AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,598QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$321InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$321SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,047EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,047TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$726OverpaymentAmt
Applied To ES Tax$726AppliedToESTaxAmt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RODNEY G WILLIAMS
825 BLUFF ROADCOLUMBIASC292020684CEO0.00$0$0$0
JAMES F KIRKHAM
825 BLUFF ROADCOLUMBIASC292020684CFO-SECRETARY/TREASURER0.00$0$0$0
KELLY ENGLISH
825 BLUFF ROADCOLUMBIASC292020684CONTROLLER/EXECUTIVE DIREC0.00$0$0$0
CAROL HARBIN
825 BLUFF ROADCOLUMBIASC292020684EXECUTIVE ASSISTANT0.00$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$569,983AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$669,684TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$669,684AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,045CashDeemedCharitableAmt
Net Vl Noncharitable Assets$659,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Total Tax$321TotalTaxAmt
Distributable Before Adj$32,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,661DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,598ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,598QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$321PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,277AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,661DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,847ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$116,276ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$190,341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$209,027ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$223,036ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$789,527TotalExcessDistributionCyovAmt
Qualifying Distributions$200,598QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$167,937RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$957,464TotalCorpusAmt
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$50,847ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$906,617ExcessDistriCyovToNextYrAmt
Excess From Year4$116,276ExcessFromYear4Amt
Excess From Year3$190,341ExcessFromYear3Amt
Excess From Year2$209,027ExcessFromYear2Amt
Excess From Year1$223,036ExcessFromYear1Amt
Excess From Current Year$167,937ExcessFromCurrentYearAmt

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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRISTOPHER CONNER FOUNDATION
158 INDIAN RIVER DRIVEWEST COLUMBIASC29170N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
COLUMBIA FILM SOCIETY
P O BOX 7063COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$15,500
FIVE POINTS ASSOCIATION INC
PO BOX 1473COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$18,150
GEORGE ROGERS FOUNDATION
PO BOX 205COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
GREATER ROSEWOOD MERCHANTS ASSOCIATION
2761 ROSEWOOD DRIVECOLUMBIASC29230N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
HERITAGE CLASSIC FOUNDATION
71 LIGHTHOUSE ROAD 4200HILTON HEADSC29228N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,490
HOLY TRINITY GREEK ORTHODOX CHURCH
1931 SUMTER STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
IPTAY
PO BOX 1529CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$21,984
JUNIOR LEAGUE OF COLUMBIA
2926 DEVINE STREETCOLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
MUSCULAR DYSTROPHY ASSOCIATION
3300 SUNSET DRIVETUSCONAZ85718N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
OLYMPIA-GRANBY HISTORICAL FOUNDATION
2720 SUNSET BLVDWEST COLUMBIASC29169N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,500
PALMETTO HEALTH FOUNDATION
1600 MARION STREETCOLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
RIVERBANKS ZOOLOGICAL SOCIETY
500 WILDLIFE PARKWAYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$9,074
ROSEWOOD MERCHANTS ASSOCIATION
2910 ROSEWOOD DRIVE STE 5COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
SUSTAINABLE MIDLANDS
701 WHALEY STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
THE THERAPY PLACE
3620 COVENANT ROADCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
UNIVERSITY OF SOUTH CAROLINA ED FOUNDATION
1027 BARNWELL STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$50,000
BLUE RIDGE COUNCIL BSA
1 PARK PLAZA 551GREENVILLESC29607N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
PARKINSON'S UNITY WALK
PO BOX 275KINGSTONNJ08528N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
COLUMBIA MUSEUM OF ART
PO BOX 2068COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$550
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1529CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$30,000
SAINT GEORGE GREEK ORTHODOX CATHEDRAL
406 NORTH ACADEMY STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
GREENVILLE ARTS FESTIVAL - ARTISPHERE
101 B AUGUSTA STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
LEXINGTON MEDICAL CENTER FOUNDATION
2720 SUNSET BOULEVARDWEST COLUMBIASC29169N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,900
METROPOLITAN ARTS COUNCIL
16 AUGUSTA STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
THE JAM ROOM FOUNDATION
307 S PROSPECTCOLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
263 REGIMENT SCHOLARSHIP & FAMILY CARE ASSOCIATION
PO BOX 10781GREENVILLESC29603N/APUBLIC CHARITYGENERAL CONTRIBUTION$750
BABCOCK CENTER
PO BOX 3608WEST COLUMBIASC29171N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,200
HEALTHY LEARNERS A MINISTRY OF THE SISTERS OF CHARITY HEALTH SYSTEMS
2749 LAUREL STREETCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,598TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,130ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,744ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,881ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,881TotalIncomeProducingActyAmt

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$6,628Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (30 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMEX CONSUMER DISCR SPDR FUNDFMV$14,158$14,158
AMEX ENERGY SELECT SPDR FUNDFMV$3,613$3,613
AMEX INDUSTRIAL SPDR FUNDFMV$13,333$13,333
AMEX MATERIALS SPDR FUNDFMV$3,082$3,082
AMEX TECHNOLOGY SELECT SPDR FUNDFMV$20,949$20,949
AQR MANAGED FUTURES STRATEGY FUNDFMV$13,223$13,223
ASG GLOBAL ALTERNATIVES FUNDFMV$8,650$8,650
COMMUNIATIONS SERVICES SELECTFMV$7,513$7,513
CONSUMER STAPLES SECTOR SPDR FUNDFMV$7,058$7,058
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUNDFMV$13,537$13,537
FIDELITY ADVISORS EMERGING MARKETSFMV$27,128$27,128
FINANCIAL SELECT SECTOR SPDR FUNDFMV$16,579$16,579
HEALTH CARE SELECT SECTOR SPDR FUNDFMV$19,551$19,551
ISHARES CORE MSCI EMERGING MARKETSFMV$13,674$13,674
ISHARES RUSSELL 2000 ETFFMV$32,672$32,672
ISHARES S&P MID-CAP 400 GROWTH FUNDFMV$18,741$18,741
ISHARES S&P MID-CAP 400 VALUE FUNDFMV$18,676$18,676
JOHN HANCOCK ABSOLUTE RETURN FUNDFMV$9,137$9,137
JPMORGAN HIGH YIELD FUNDFMV$6,060$6,060
NEUBERGER BERMAN LONG SHORT FUNDFMV$8,090$8,090
POWERSHARES DB OPTIMUM YIELDFMV$7,761$7,761
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF FUNDFMV$4,912$4,912
T ROWE PRICE INSTITUTIONAL FLOAT RATE FUNDFMV$2,566$2,566
T ROWE PRICE REAL ESTATE FUNDFMV$3,945$3,945
TCW EMERGING MARKETSFMV$22,546$22,546
THE BLACKROCK GLOBAL LONG/SHORT CREDIT FUNDFMV$12,682$12,682
VANGUARD FTSE DEVELOPED MARKETS FUNDFMV$30,014$30,014
VANGUARD FTSE EMERGING MARKETS FUNDFMV$27,546$27,546
VANGUARD INTERMEDIATE TERM B FUNDFMV$24,875$24,875
VANGUARD SHORT TERM BOND ETF FUNDFMV$7,306$7,306

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$73,883Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$6,778$6,778$0
OFFICE SUPPLIES$10,122$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN CONTRIBUTIONS PAYABLEDesc
Amt$60,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS PAYABLESDesc
BOY Book Value$80,000BOYBookValueAmt
EOY Book Value$20,000EOYBookValueAmt

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 TAX ON INVESTMENT INCOMECategoryTxt
Amt$339Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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