KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-01
- IRS object ID
- 201842749349100404
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-01T10:34:58-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570940019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUKNIGHT PIETRAS & STORMER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1517 GERVAIS STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570734278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUDWEISER OF COLUMBIA AND GREENVILLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDW | BusinessNameControlTxt |
| Phone | 8037995490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 292020684 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F KIRKHAM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8037995490 | PhoneNum |
| Signature | 2018-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELLIE S JOHNSON | PreparerPersonNm |
| PTIN | P00294226 | PTIN |
| Phone | 8037718943 | PhoneNum |
| Preparation | 2018-09-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $784,490 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,519 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $281,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,487 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $641 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,072 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,072 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $691,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $681,931 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $681,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $973,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $784,490 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $220,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $80,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $220,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $753,373 | UnrestrictedBOYAmt |
| Unrestricted EOY | $704,490 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $753,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $704,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $973,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $753,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $209,388 | OtherIncreasesAmt |
| Subtotal | $704,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $704,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $565,347 | $557,370 | $7,977 | $7,977 |
| PUBLICLY TRADED SECURITIES | $79,506 | $72,707 | $6,799 | $6,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,776 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,943 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $850,594 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.292670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $235,037 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $906,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.259413 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $169,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,105,114 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,649 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,180,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,841 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,164,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095206 | DistributionYr5Rt |
| Total Distribution | 0.892772 | TotalDistributionRt |
| Average Distribution | 0.178554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $869,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $155,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $155,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,215 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,047 | OverpaymentAmt |
| Applied To ES Tax | $1,047 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES F KIRKHAM | IndividualWithBooksNm |
| Phone | 8037995490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 292020684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RODNEY G WILLIAMS | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 292020684 | CEO | 0.00 | $0 | $0 | $0 |
| JAMES F KIRKHAM | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 292020684 | CFO-SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| KELLY ENGLISH | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 292020684 | CONTROLLER/EXECUTIVE DIREC | 0.00 | $0 | $0 | $0 |
| CAROL HARBIN | ||||||||
| 825 BLUFF ROAD | COLUMBIA | SC | 292020684 | EXECUTIVE ASSISTANT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $773,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $882,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $882,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $869,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $43,179 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,179 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,179 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $273 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $265,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,179 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,720 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,276 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,341 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $209,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $620,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,179 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $223,036 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $843,247 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $53,720 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $789,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,847 | ExcessFromYear4Amt |
| Excess From Year3 | $116,276 | ExcessFromYear3Amt |
| Excess From Year2 | $190,341 | ExcessFromYear2Amt |
| Excess From Year1 | $209,027 | ExcessFromYear1Amt |
| Excess From Current Year | $223,036 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES F KIRKHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 684 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 292020684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8037995490 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN, STATING THE PURPOSE AND FUNCTION OF THE ORGANIZATION. A FOUNDATION SHOULD INDICATE WHETHER IT IS AN OPERATING FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR SUBMISSION. IT IS A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO 501(C)(3) ORGANIZATIONS ONLY. PROOF OF 501(C)(3) STATUS IS REQUIRED BEFORE A CHECK WILL BE ISSUED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISPHERE | |||||||
| 101 B AUGUSTA | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| UNIVERSITY OF SOUTH CAROLINA ED FOUNDATION | |||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $50,000 |
| HISTORIC COLUMBIA FOUNDATION | |||||||
| 1601 RICHLAND STREET | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 |
| HOLY TRINITY GREEK ORTHODOX CHURCH | |||||||
| 1931 SUMTER STREET | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| HEALTHY LEARNERS | |||||||
| 2749 LAUREL STREET | COLUMBIA | SC | 29204 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $500 |
| ROSEWOOD MERCHANTS ASSOCIATION | |||||||
| 2910 ROSEWOOD DRIVE STE 5 | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| THE THERAPY PLACE | |||||||
| 3620 COVENANT ROAD | COLUMBIA | SC | 29204 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| RIVERBANKS ZOOLOGICAL SOCIETY | |||||||
| 500 WILDLIFE PARKWAY | COLUMBIA | SC | 29210 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $8,150 |
| FALL FOR GREENVILLE | |||||||
| 511 RHETT STREET SUITE 1A | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $16,000 |
| REECE HOLBROOK WIN ANYWAY FOUNDATION | |||||||
| 709 WOODROW STREET PMB 102 | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| HERITAGE CLASSIC FOUNDATION | |||||||
| 71 LIGHTHOUSE ROAD 4200 | HILTON HEAD | SC | 29228 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,220 |
| COLUMBIA FILM SOCIETY | |||||||
| P O BOX 7063 | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| FIVE POINTS ASSOCIATION INC | |||||||
| PO BOX 1473 | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $21,100 |
| FINE ARTS CENTER OF KERSHAW | |||||||
| PO BOX 1498 | CAMDEN | SC | 29021 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| IPTAY | |||||||
| PO BOX 1529 | CLEMSON | SC | 29633 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $95,570 |
| GEORGE ROGERS FOUNDATION | |||||||
| PO BOX 205 | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,500 |
| LEUKEMIA & LYMPHOMA | |||||||
| 107 WEST BLVD SUITE 150 | COLUMBIA | SC | 29210 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $250 |
| PALMETTO HEALTH FOUNDATION | |||||||
| 1600 MARION STREET | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $300 |
| BENEDICT COLLEGE | |||||||
| 1600 HARDEN STREET | COLUMBIA | SC | 29204 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| CHRISTOPHER CONNER FOUNDATION | |||||||
| 158 INDIAN RIVER DRIVE | WEST COLUMBIA | SC | 29170 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| INVEST TO PROTECT OUR LAW ENFORCEMENT OFFICERS INC | |||||||
| PO DRAWER 8388 | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| KIDS' CHANCE OF SC INC | |||||||
| PO BOX 2927 | GEORGETOWN | SC | 29422 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 SUNSET DRIVE | TUSCON | AZ | 85718 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| PAWMETTO LIFELINE INC | |||||||
| 1275 BOWER PARKWAY | COLUMBIA | SC | 29203 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,000 |
| THE COLUMBIA ART ASSOCIATION | |||||||
| PO BOX 2068 | COLUMBIA | SC | 29202 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $1,050 |
| GREEK ORTHODOX CHURCH | |||||||
| 406 N ACADEMY STREET | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,000 |
| SUSTAINABLE MIDLANDS | |||||||
| 701 WHALEY STREET | COLUMBIA | SC | 29201 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $2,500 |
| JAM ROOM FOUNDATION | |||||||
| 301 SOUTH PROSPECT STREET | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $3,000 |
| JUNIOR LEAGUE OF COLUMBIA | |||||||
| 2926 DEVINE STREET | COLUMBIA | SC | 29205 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $3,575 |
| GREATER ROSEWOOD MERCHANTS ASSOCIATION | |||||||
| 2761 ROSEWOOD DRIVE | COLUMBIA | SC | 29230 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 |
| OLYMPIA-GRANBY HISTORICAL FOUNDATION | |||||||
| 2720 SUNSET BLVD | WEST COLUMBIA | SC | 29169 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $5,000 |
| SC MILITARY SUPPORT FOUNDATION | |||||||
| 1092 JOHNNIE DODDS BLVD SUITE 100 | MOUNT PLEASANT | SC | 29464 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $7,500 |
| TIGER GOLF GATHERING | |||||||
| 501-8 OLD GREENVILLE HWY 330 | CLEMSON | SC | 29631 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| SPINX FAMILY FOUNDATION | |||||||
| PO BOX 8624 | GREENVILLE | SC | 29601 | N/A | PUBLIC CHARITY | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,215 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,567 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,835 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMEX CONSUMER DISCR SPDR FUND | FMV | $22,897 | $22,897 |
| AMEX ENERGY SELECT SPDR FUND | FMV | $5,131 | $5,131 |
| AMEX INDUSTRIAL SPDR FUND | FMV | $19,146 | $19,146 |
| AMEX MATERIALS SPDR FUND | FMV | $5,508 | $5,508 |
| AMEX TECHNOLOGY SELECT SPDR FUND | FMV | $41,568 | $41,568 |
| AQR MANAGED FUTURES STRATEGY FUND | FMV | $21,404 | $21,404 |
| ASG GLOBAL ALTERNATIVES FUND | FMV | $14,002 | $14,002 |
| BLACKROCK GLOBAL LONG/SHORT CREDIT FUND | FMV | $23,863 | $23,863 |
| CONSUMER STAPLES SECTOR SPDR FUND | FMV | $8,078 | $8,078 |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND | FMV | $20,036 | $20,036 |
| FIDELITY ADVISORS EMERGING MARKETS INCOME FUND | FMV | $40,598 | $40,598 |
| FINANCIAL SELECT SECTOR SPDR FUND | FMV | $26,933 | $26,933 |
| HEALTH CARE SELECT SECTOR SPDR FUND | FMV | $26,375 | $26,375 |
| ISHARES CORE S&P SMALL-CAP ETF FUND | FMV | $21,276 | $21,276 |
| ISHARES S&P MID-CAP 400 GROWTH FUND | FMV | $32,375 | $32,375 |
| ISHARES S&P MID-CAP 400 VALUE FUND | FMV | $32,182 | $32,182 |
| JPMORGAN HIGH YIELD FUND | FMV | $8,541 | $8,541 |
| NEUBERGER BERMAN LONG SHORT FUND | FMV | $35,549 | $35,549 |
| REAL ESTATE SELECT SECTOR SPDR FUND | FMV | $4,776 | $4,776 |
| SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF FUND | FMV | $21,622 | $21,622 |
| T ROWE PRICE INSTITUTIONAL FLOAT RATE FUND | FMV | $4,711 | $4,711 |
| T ROWE PRICE REAL ESTATE FUND | FMV | $37,449 | $37,449 |
| VANGUARD EMERGING MARKETS | FMV | $42,375 | $42,375 |
| VANGUARD FTSE DEVELOPED MARKETS FUND | FMV | $49,256 | $49,256 |
| VANGUARD INFLATION PROTECTED SECURITIES FUND | FMV | $5,215 | $5,215 |
| VANGUARD INTERMEDIATE TERM B FUND | FMV | $63,627 | $63,627 |
| VANGUARD REIT VIPER | FMV | $10,124 | $10,124 |
| VANGUARD SHORT TERM BOND ETF FUND | FMV | $23,967 | $23,967 |
| JOHN HANCOCK ABSOLUTE RETURN FUND | FMV | $13,347 | $13,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $6,269 | $6,269 | $0 |
| OFFICE SUPPLIES | $10,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN UNREALIZED GAIN | $69,388 |
| CHANGE IN CONTRIBUTIONS PAYABLE | $140,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS PAYABLES | Desc |
| BOY Book Value | $220,000 | BOYBookValueAmt |
| EOY Book Value | $80,000 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KW ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 BLUFF ROAD | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,519 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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