KW BEVERAGE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KW BEVERAGE FOUNDATION INC (EIN 57-0734278)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-07
IRS object ID
201542199349100019
Schema version
2014v5.0
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)
Return2015-08-07T14:52:44-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLIE S JOHNSONPreparerPersonNm
PTINP00294226PTIN
Phone8037718943PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,064,731FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$26,960DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,960DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$81,163NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$343,761GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,163CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,123TotalRevAndExpnssAmt
Total Net Invst Incm$108,123TotalNetInvstIncmAmt
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$434TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,518OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,518TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,536ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,536ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,518TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,536TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,365ExcessRevenueOverExpensesAmt
Net Investment Income$99,605NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,743SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,596SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,596SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,160,032OtherInvestmentsBOYAmt
Other Investments EOY$1,005,135OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,005,135OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,206,775TotalAssetsBOYAmt
Total Assets EOY$1,064,731TotalAssetsEOYAmt
Total Assets EOYFMV$1,064,731TotalAssetsEOYFMVAmt
Other Liabilities BOY$230OtherLiabilitiesBOYAmt
Other Liabilities EOY$200,664OtherLiabilitiesEOYAmt
Total Liabilities BOY$230TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,664TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,206,545UnrestrictedBOYAmt
Unrestricted EOY$864,067UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,206,545TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$864,067TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,206,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,064,731TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,206,545TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,365ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,125,180SubtotalAmt
Other Decreases$261,113OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$864,067TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - LONG TERM$281,699$216,558$65,141$65,141
PUBLICLY TRADED SECURITIES - SHORT TERM$45,400$46,040-$640-$640
CAPITAL GAINS DIVIDENDS$16,662$16,662$16,662P
FieldValueIRS element (for citing)
Capital Gain Net Income$81,163CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,649AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,180,085NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092069DistributionYr1Rt
Adjusted Qlfy Distri Yr2$110,841AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,164,218NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.095206DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,845AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,227,303NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.084612DistributionYr3Rt
Adjusted Qlfy Distri Yr4$112,297AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,216,707NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.092296DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,962AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,093,948NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.085893DistributionYr5Rt
Total Distribution0.450076TotalDistributionRt
Average Distribution0.090015AverageDistributionRt
Net Vl Noncharitable Assets$1,105,114NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$99,477AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$996NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$100,473AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$170,536QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$996InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$996SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$996TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$332EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$332TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$668TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
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$1,086,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,121,943TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,121,943AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,829CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,105,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$996TaxBasedOnInvestmentIncomeAmt
Total Tax$996TotalTaxAmt
Distributable Before Adj$54,260DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,260DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,536ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,536QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$996PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$169,540AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,260DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,013ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$53,340ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$45,362ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,720ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,847ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$243,282TotalExcessDistributionCyovAmt
Qualifying Distributions$170,536QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$116,276RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$359,558TotalCorpusAmt
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$40,013ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$319,545ExcessDistriCyovToNextYrAmt
Excess From Year4$53,340ExcessFromYear4Amt
Excess From Year3$45,362ExcessFromYear3Amt
Excess From Year2$53,720ExcessFromYear2Amt
Excess From Year1$50,847ExcessFromYear1Amt
Excess From Current Year$116,276ExcessFromCurrentYearAmt

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
ALOFT INC
419 SOUTHEAST MAIN STREETSIMPSONVILLESC29681N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
ARTISPHERE
16 AUGUSTA STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
BABCOCK CENTER FOUNDATION
POST OFFICE BOX 3608WEST COLUMBIASC29171N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
CHILDREN'S CHANCE
13 SURREY COURT SUITE 200COLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,500
CLEMSON UNIVERSITY FOUNDATION
110 DANIEL DRIVE BOX 345602CLEMSONSC29634N/APUBLIC CHARITYGENERAL CONTRIBUTION$10,486
COLUMBIA MUSIC FESTIVAL ASSOCIATION
1527 SENATE STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,000
COMMUNITY FOUNDATION OF GREENVILLE
630 EAST WASHINGTON STREET SUITE AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$6,000
DABO'S ALL IN TEAM FOUNDATION
POST OFFICE BOX 10032TOLEDOOH43699N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
EDVENTURE
PO BOX 2508COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$300
FALL FOR GREENVILLE
511 RHETT STREET SUITE 1AGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$12,000
FIVE POINTS ASSOCIATION
POST OFFICE BOX 1473COLUMBIASC29202N/APUBLIC CHARITYGENERAL CONTRIBUTION$16,350
HERITAGE CLASSIC FOUNDATION
71 LIGHTHOUSE ROAD 4200HILTON HEADSC29928N/APUBLIC CHARITYGENERAL CONTRIBUTION$3,400
HOLY TRINITY GREEK ORTHODOX CHURCH
1931 SUMTER STREETCOLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,800
LEXINGTON MEDICAL FOUNDATION
2720 SUNSET BLVDWEST COLUMBIASC29169N/APUBLIC CHARITYGENERAL CONTRIBUTION$300
METROPOLITAN ARTS COUNCIL
16 AUGUSTA STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
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$1,500
RIVERBANKS ZOOLOGICAL SOCIETY
500 WILDLIFE PARKWAYCOLUMBIASC29210N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,500
ROSEWOOD MERCHANTS
2761 ROSEWOOD DRIVECOLUMBIASC29205N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
SALUDA SHOALS FOUNDATION
5605 BUSH RIVER ROADCOLUMBIASC29212N/APUBLIC CHARITYGENERAL CONTRIBUTION$500
SC CHARITIES - BMW
135 S MAIN STREET SUITE 600GREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$14,000
SC FOOTBALL HALL OF FAME
935 S MAIN STREET SUITE 203GREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
ST GEORGE GREEK ORTHODOX CATHEDRAL
15 DECAMP STREETGREENVILLESC29601N/APUBLIC CHARITYGENERAL CONTRIBUTION$2,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APUBLIC CHARITYGENERAL CONTRIBUTION$5,000
SUSTAINABLE MIDLANDS
701 WHALEY STREET SUITE 209COLUMBIASC29201N/APUBLIC CHARITYGENERAL CONTRIBUTION$1,250
THE ANIMAL MISSION
127 HUMANE LANECOLUMBIASC29209N/APUBLIC CHARITYGENERAL CONTRIBUTION$400
TIGER GOLF GATHERING
501-8 OLD GREENVILLE HWY 330CLEMSONSC29631N/APUBLIC CHARITYGENERAL CONTRIBUTION$8,500
USC EDUCATIONAL FOUNDATION
1304 HEYWARD STREETCOLUMBIASC29206N/APUBLIC CHARITYGENERAL CONTRIBUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,536TotalGrantOrContriPdDurYrAmt
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$26,960ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$81,163ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$108,123ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,123TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABERDEEN GLOBAL HIGH INCOME FUNDFMV$27,389$27,389
DODGE & COX STOCK FUNDFMV$86,523$86,523
E-TRACS ALERIAN MLP INFRASTRUCTURE ETNFMV$19,285$19,285
ETRACS ALERIAN MLP INDEX ETNFMV$18,126$18,126
FIDELITY ADVISORS EMERGING MARKETS INCOME FUNDFMV$26,018$26,018
ISAHRES TR RUSSELL MIDCAP INDEXFMV$75,168$75,168
ISHARES MSCI EAFEFMV$54,756$54,756
LAZARD EMERGING MARKETS PORTFOLIOFMV$49,966$49,966
LOOMIS SAYLES BOND FUNDFMV$28,338$28,338
PIMCO EMERGING MARKETS BOND FD INS CLFMV$25,656$25,656
PIMCO FOREIGN BOND FUND HEDGED INFMV$14,783$14,783
PUTNAM FLOATING RATEFMV$24,276$24,276
OAKMARK FUNDS- THE OAKMARKFMV$44,171$44,171
OPPENHEIMER DEVELOPING MARKETS FUNDFMV$52,640$52,640
T ROWE PRICE BLUE CHIP GROWTH FDFMV$79,214$79,214
T ROWE PRICE SMALL CAP STOCK FUNDFMV$58,098$58,098
TEMPLETON FOREIGN FUND ADVISORFMV$40,603$40,603
VANGUARD 500 INDEX FUND-SIGNFMV$79,343$79,343
VOYA INTERNATIONAL REAL ESTATE FUNDFMV$37,422$37,422
VOYA REAL ESATE FUND CFMV$53,981$53,981
WESTERN ASSET CORE PLUS BONDFMV$49,229$49,229
WESTERN ASSET SHORT-TERM BOND FUNDFMV$60,150$60,150

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN UNREALIZED GAIN$61,113
CONTRIBUTION PAYABLE$200,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$8,458$8,458$0
OFFICE SUPPLIES$10,000$0$0
BANK SERVICE FEES$60$60$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE$230$664
CONTRIBUTIONS PAYABLES$0$200,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$434Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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