KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201642249349100109
Schema version
2015v2.1
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)
Return2016-08-11T09:00:34-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-07-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
Preparation2016-07-26PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$984,442FMVAssetsEOYAmt
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$27,114DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,114DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,977NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$416,699GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,977CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$237,091TotalRevAndExpnssAmt
Total Net Invst Incm$37,091TotalNetInvstIncmAmt
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$363TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,523OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,813OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,813TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$235,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$235,340ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$251,226TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,813TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,340TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,135ExcessRevenueOverExpensesAmt
Net Investment Income$30,278NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$59,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$271,924SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$271,924SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$1,950PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,950PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,005,134OtherInvestmentsBOYAmt
Other Investments EOY$710,568OtherInvestmentsEOYAmt
Other Investments EOYFMV$710,568OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,064,730TotalAssetsBOYAmt
Total Assets EOY$984,442TotalAssetsEOYAmt
Total Assets EOYFMV$984,442TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,000AccountsPayableEOYAmt
Other Liabilities BOY$200,664OtherLiabilitiesBOYAmt
Other Liabilities EOY$230,002OtherLiabilitiesEOYAmt
Total Liabilities BOY$200,664TotalLiabilitiesBOYAmt
Total Liabilities EOY$236,002TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$864,066UnrestrictedBOYAmt
Unrestricted EOY$748,440UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$864,066TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$748,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,064,730TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$984,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$864,066TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,135ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$849,931SubtotalAmt
Other Decreases$101,491OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$748,440TotNetAstOrFundBalancesEOYAmt

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$44,331$45,741-$1,410-$1,410
PUBLICLY TRADED SECURITIES - LONG TERM$372,368$360,981$11,387$11,387
FieldValueIRS element (for citing)
Capital Gain Net Income$9,977CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$169,540AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,105,114NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.153414DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,649AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,180,085NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.092069DistributionYr2Rt
Adjusted Qlfy Distri Yr3$110,841AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,164,218NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.095206DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,845AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,227,303NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.084612DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,297AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,216,707NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.092296DistributionYr5Rt
Total Distribution0.517597TotalDistributionRt
Average Distribution0.103519AverageDistributionRt
Net Vl Noncharitable Assets$906,035NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,792AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$303NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,095AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$235,340QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$303InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$303SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$697OverpaymentAmt
Applied To ES Tax$697AppliedToESTaxAmt
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

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$862,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$919,832TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$919,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$906,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,302MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,302MinimumInvestmentReturnAmt
Tax Based On Investment Income$303TaxBasedOnInvestmentIncomeAmt
Total Tax$303TotalTaxAmt
Distributable Before Adj$44,999DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,999DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,999DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,340ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,340QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$303PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$235,037AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,999DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$53,340ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,362ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,720ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,847ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$116,276ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$319,545TotalExcessDistributionCyovAmt
Qualifying Distributions$235,340QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,999AppliedToCurrentYearAmt
Remaining Distri From Corpus$190,341RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$509,886TotalCorpusAmt
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$53,340ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$456,546ExcessDistriCyovToNextYrAmt
Excess From Year4$45,362ExcessFromYear4Amt
Excess From Year3$53,720ExcessFromYear3Amt
Excess From Year2$50,847ExcessFromYear2Amt
Excess From Year1$116,276ExcessFromYear1Amt
Excess From Current Year$190,341ExcessFromCurrentYearAmt

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
ANIMAL MISSION
127 HUMANE LANECOLUMBIASC29209N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
ARTISPHERE
101 B AUGUSTAGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
BABCOCK CENTER FOUNDATION
POST OFFICE BOX 3608WEST COLUMBIASC29171N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
CHILDREN'S CHANCE
13 SURREY COURT SUITE 200COLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
COLUMBIA MUSIC FESTIVAL ASSOCIATION
914 PULASKI STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
DABO'S ALL IN TEAM FOUNDATION
PO BOX 1585CLEMSONSC29633N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
DOWNTOWN ALIVE
206 S MAIN STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$13,000
FINE ARTS CENTER OF KERSHAW
PO BOX 1498CAMDENSC29021N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
FIVE POINTS ASSOCIATION INC
PO BOX 1473COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$14,500
GEORGE ROGERS FOUNDATION
PO BOX 205COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
ROSEWOOD MERCHANTS ASSOCIATION
2910 ROSEWOOD DRIVE STE 5COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
HERITAGE CLASSIC FOUNDATION
71 LIGHTHOUSE ROAD 4200HILTON HEADSC29228N/APUBLIC CHARITYGENERAL CONTRIBUTION$4,570
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$91,820
LEXINGTON MEDICAL FOUNDATION
2720 SUNSET BLVDWEST COLUMBIASC29169N/APUBLIC CHARITYGENERAL CONTRIBUTION$300
MUSCULAR DYSTROPHY ASSOCIATION
3300 EAST SUNRISE DRIVETUCSONAZ85718N/APUBLIC CHARITYGENERAL CONTRIBUTION$750
PALMETTO HEALTH FOUNDATION
1600 MARION STREETCOLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
REECE HOLBROOK WIN ANYWAY FOUNDATION
709 WOODROW STREET PMB 102COLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
DUCKS UNLIMITED
405 MAIN STREETLEESVILLESC29006N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
RIVERBANKS ZOOLOGICAL SOCIETY
500 WILDLIFE PARKWAYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$4,000
SOUTH CAROLINA JUNIOR GOLF FOUNDATION
PO BOX 286IRMOSC29063N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
SUSTAINABLE MIDLANDS
701 WHALEY STREET SUITE 209COLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
THE THERAPY PLACE
3620 COVENANT ROADCOLUMBIASC29204N/APUBLIC CHARITYGENERAL CONTRIBUTION$400
TIGER GOLF GATHERING
501 OLD GREENVILLE HWY SUITE 8CLEMSONSC29631N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,000
UNIVERSITY OF SOUTH CAROLINA ED FOUNDATION
1027 BARNWELL STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$50,000
ST GEORGE GREEK ORTHODOX CATHEDRAL
406 N ACADEMY STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
GROWING HOME SOUTHEAST INC
440 KNOX ABBOTT DR STE 370CAYCESC29033N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$235,340TotalGrantOrContriPdDurYrAmt
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$27,114ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,977ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,091ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,091TotalIncomeProducingActyAmt

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 (17 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTERNATIONAL STOCK FUNDFMV$34,197$34,197
DODGE & COX STOCK FUNDFMV$77,835$77,835
FIDELITY ADVISORS EMERGING MARKETS INCOME FUNDFMV$19,974$19,974
ISAHRES TR RUSSELL MIDCAP INDEXFMV$60,068$60,068
ISHARES MSCI EAFEFMV$52,848$52,848
PIMCO EMERGING MARKETS BOND FD INS CLFMV$18,920$18,920
OAKMARK FUNDS- THE OAKMARKFMV$40,424$40,424
OPPENHEIMER DEVELOPING MARKETS FUNDFMV$21,958$21,958
T ROWE PRICE BLUE CHIP GROWTH FDFMV$85,232$85,232
T ROWE PRICE SMALL CAP STOCK FUNDFMV$39,872$39,872
VANGUARD 500 INDEX FUND-SIGNFMV$54,423$54,423
VANGUARD EMERGING MARKETSFMV$39,252$39,252
VANGUARD HIGH YIELD CORPORATE FUNDFMV$19,023$19,023
VANGUARD REIT VIPERFMV$31,892$31,892
VOYA INTERNATIONAL REAL ESTATE FUNDFMV$30,581$30,581
WESTERN ASSET CORE PLUS BONDFMV$39,501$39,501
WESTERN ASSET SHORT-TERM BOND FUNDFMV$44,568$44,568

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN UNREALIZED GAIN$71,491
CHANGE IN CONTRIBUTIONS PAYABLE$30,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$6,810$6,810$0
OFFICE SUPPLIES$8,710$0$0
BANK SERVICE FEES$3$3$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE$664$2
CONTRIBUTIONS PAYABLES$200,000$230,000

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$363Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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