KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-05
IRS object ID
201702489349100505
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-05T12:15:08-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line11517 GERVAIS STREETAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-08-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2017-08-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address165.166.110.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-23IPDt
IP Tm10:01:49IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD15C857EDB5C725CA416B345933CF0C7430F4346AtSubmissionCreationDeviceId
At Submission Filing Device IdD7EFD5C49E4CEE77423AC2105B98E0F13283C7CEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$973,373FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,498DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$926,559GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$336,854TotalRevAndExpnssAmt
Total Net Invst Incm$136,854TotalNetInvstIncmAmt
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$1,307TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,200OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,200TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,200TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$250,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,097ExcessRevenueOverExpensesAmt
Net Investment Income$130,654NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$271,924SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$281,316SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,316SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,950PrepaidExpensesBOYAmt
Prepaid Expenses EOY$641PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$641PrepaidExpensesEOYFMVAmt
Other Investments BOY$710,568OtherInvestmentsBOYAmt
Other Investments EOY$691,416OtherInvestmentsEOYAmt
Other Investments EOYFMV$691,416OtherInvestmentsEOYFMVAmt
Total Assets BOY$984,442TotalAssetsBOYAmt
Total Assets EOY$973,373TotalAssetsEOYAmt
Total Assets EOYFMV$973,373TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,000AccountsPayableBOYAmt
Other Liabilities BOY$230,002OtherLiabilitiesBOYAmt
Other Liabilities EOY$220,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$236,002TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$748,440UnrestrictedBOYAmt
Unrestricted EOY$753,373UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$748,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$753,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$973,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$748,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,097ExcessRevenueOverExpensesAmt
Other Increases$12,800OtherIncreasesAmt
Subtotal$830,337SubtotalAmt
Other Decreases$76,964OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$753,373TotNetAstOrFundBalancesEOYAmt

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$202,029$198,265$3,764$3,764
PUBLICLY TRADED SECURITIES - LONG-TERM$724,530$611,938$112,592$112,592
FieldValueIRS element (for citing)
Capital Gain Net Income$116,356CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$235,037AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$906,035NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.259413DistributionYr1Rt
Adjusted Qlfy Distri Yr2$169,540AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,105,114NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.153414DistributionYr2Rt
Adjusted Qlfy Distri Yr3$108,649AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,180,085NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.092069DistributionYr3Rt
Adjusted Qlfy Distri Yr4$110,841AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,164,218NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.095206DistributionYr4Rt
Adjusted Qlfy Distri Yr5$103,845AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,227,303NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.084612DistributionYr5Rt
Total Distribution0.684714TotalDistributionRt
Average Distribution0.136943AverageDistributionRt
Net Vl Noncharitable Assets$850,594NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$116,483AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,307NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$117,790AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$250,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,307InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,307SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$697EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$697TotalPaymentsAndCreditsAmt
Tax Due$610TaxDueAmt

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

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$737,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$125,741AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$863,547TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$863,547AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,953CashDeemedCharitableAmt
Net Vl Noncharitable Assets$850,594NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,307TaxBasedOnInvestmentIncomeAmt
Total Tax$1,307TotalTaxAmt
Distributable Before Adj$41,223DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,223DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,223DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$250,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,307PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$248,943AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,223DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$45,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$53,720ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,847ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$116,276ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$190,341ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$456,546TotalExcessDistributionCyovAmt
Qualifying Distributions$250,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,223AppliedToCurrentYearAmt
Remaining Distri From Corpus$209,027RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$665,573TotalCorpusAmt
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$45,362ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$620,211ExcessDistriCyovToNextYrAmt
Excess From Year4$53,720ExcessFromYear4Amt
Excess From Year3$50,847ExcessFromYear3Amt
Excess From Year2$116,276ExcessFromYear2Amt
Excess From Year1$190,341ExcessFromYear1Amt
Excess From Current Year$209,027ExcessFromCurrentYearAmt

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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTISPHERE
101 B AUGUSTAGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
BABCOCK CENTER FOUNDATION
POST OFFICE BOX 3608WEST COLUMBIASC29171N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
DABO'S ALL IN TEAM FOUNDATION
PO BOX 1585CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,500
DOWNTOWN ALIVE
206 S MAIN STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$14,000
FINE ARTS CENTER OF KERSHAW
PO BOX 1498CAMDENSC29021N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
FIVE POINTS ASSOCIATION INC
PO BOX 1473COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$21,000
GEORGE ROGERS FOUNDATION
PO BOX 205COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
HERITAGE CLASSIC FOUNDATION
71 LIGHTHOUSE ROAD 4200HILTON HEADSC29228N/APUBLIC CHARITYGENERAL CONTRIBUTION$6,060
HISTORIC COLUMBIA FOUNDATION
1601 RICHLAND STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
HOLY TRINITY GREEK ORTHODOX CHURCH
1931 SUMTER STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
IPTAY
PO BOX 1529CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$56,640
LEXINGTON MEDICAL FOUNDATION
2720 SUNSET BLVDWEST COLUMBIASC29169N/APUBLIC CHARITYGENERAL CONTRIBUTION$550
MUSCULAR DYSTROPHY ASSOCIATION
3300 EAST SUNRISE DRIVETUCSONAZ85718N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
REECE HOLBROOK WIN ANYWAY FOUNDATION
709 WOODROW STREET PMB 102COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
RIVERBANKS ZOOLOGICAL SOCIETY
500 WILDLIFE PARKWAYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$7,900
ROSEWOOD MERCHANTS ASSOCIATION
2910 ROSEWOOD DRIVE STE 5COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
ST GEORGE GREEK ORTHODOX CATHEDRAL
406 N ACADEMY STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
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
ANTONAKOS FOUNDATION
3 LEGACE PARK ROAD SUITE AGREENVILLESC29607N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
HEALTHY LEARNERS
2749 LAUREL STREETCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
COLUMBIA FILM SOCIETY
P O BOX 7063COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
SPINX CHARITY CLASSIC
P O BOX 8624GREENVILLESC29604N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
SC STATE MUSEUM FOUNDATION
301 GERVAIS STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$350
CLEMSON UNIVERSITY FOUNDATION
P O BOX 1529CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$20,000
PAWMETTO LIFELINE
1275 BOWER PARKWAYCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
LOCAL BOYS DO GOOD
207 S MAIN STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$17,750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,498ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$116,356ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$136,854ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$136,854TotalIncomeProducingActyAmt

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$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY ADVISORS EMERGING MARKETS INCOME FUNDFMV$40,218$40,218
VANGUARD EMERGING MARKETSFMV$41,469$41,469
VANGUARD REIT VIPERFMV$9,821$9,821
VANGUARD FTSE DEVELOPED MARKETS FUNDFMV$47,830$47,830
ISHARES CORE S&P SMALL-CAP ETF FUNDFMV$46,618$46,618
AMEX TECHNOLOGY SELECT SPDR FUNDFMV$42,024$42,024
VANGUARD INTERMEDIATE TERM B FUNDFMV$41,701$41,701
ISHARES S&P MID-CAP 400 VALUE FUNDFMV$34,705$34,705
ISHARES S&P MID-CAP 400 GROWTH FUNDFMV$32,614$32,614
VANGUARD SHORT TERM BOND ETF FUNDFMV$31,542$31,542
JPMORGAN HIGH YIELD FUNDFMV$29,684$29,684
FINANCIAL SELECT SECTOR SPDR FUNDFMV$29,621$29,621
HEALTH CARE SELECT SECTOR SPDR FUNDFMV$29,024$29,024
AMEX CONSUMER DISCR SPDR FUNDFMV$25,478$25,478
BLACKROCK GLOBAL LONG/SHORT CREDIT FUNDFMV$24,783$24,783
AMEX INDUSTRIAL SPDR FUNDFMV$20,968$20,968
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUNDFMV$20,791$20,791
AQR MANAGED FUTURES STRATEGY FUNDFMV$18,974$18,974
CREDIT SUISSE COMMODITY RETURN STRATEGY FUNDFMV$14,554$14,554
T ROWE PRICE REAL ESTATE FUNDFMV$13,357$13,357
ASG GLOBAL ALTERNATIVES FUNDFMV$12,676$12,676
NEUBERGER BERMAN LONG SHORT FUNDFMV$12,338$12,338
T ROWE PRICE INSTITUTIONAL FLOAT RATE FUNDFMV$12,269$12,269
THE MERGER FUNDFMV$12,259$12,259
CONSUMER STAPLES SECTOR SPDR FUNDFMV$9,721$9,721
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF FUNDFMV$9,020$9,020
AMEX ENERGY SELECT SPDR FUNDFMV$7,306$7,306
AMEX MATERIALS SPDR FUNDFMV$5,368$5,368
BOSTON PARTNERS LONG/SHORT RESEARCH FUNDFMV$5,345$5,345
REAL ESTATE SELECT SECTOR SPDR FUNDFMV$5,228$5,228
VANGUARD INFLATION PROTECTED SECURITIES FUNDFMV$4,110$4,110

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN UNREALIZED GAINDesc
Amt$76,964Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$6,200$6,200$0
OFFICE SUPPLIES$10,000$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN CONTRIBUTIONS PAYABLE$10,000
PRIOR PERIOD ADJUSTMENT$2,800

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE$2$0
CONTRIBUTIONS PAYABLES$230,000$220,000

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$1,307Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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