2025-11-13T06:42:40-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990PF 2024-01-01 841741277 BAKALA FOUNDATION USA BAKA 8642428204 355 S MAIN ST SUITE 904 GREENVILLE SC 29601 MARSHALL WINN PRESIDENT 8642428204 2025-10-14 1 1 MELANIE MCPEAK P01346034 8642333981 2024 2025-03-06 01:10:19Z X X 41041760 X 509580 26221 26221 486497 486497 1475915 7225557 1475915 51887 -7130 2550100 1981503 0 0 0 153 0 153 10173 0 10173 47919 47919 0 50386 16386 0 151780 150688 0 260411 214993 10326 100000 100000 360411 214993 110326 2189689 1766510 5180 1254 1254 202430 879636 879636 5135700 0 0 5681582 14089851 16629502 0 0 23531368 11024892 14970741 41041760 3690811 5446971 3690811 5446971 X 0 0 0 0 7334081 9523770 7334081 9523770 11024892 14970741 7334081 2189689 0 9523770 0 9523770 PUBLICLY TRADED SECURITIES 7225557 5749642 1475915 1475915 1475915 24554 0 24554 0 24554 23561 0 8000 0 31561 X 0 7007 7007 0 0 0 0 0 0 0 0 0 1 1 0 1 1 SC 0 0 0 0 0 1 N/A THE ORGANIZATION 8642428204 355 S MAIN STREET SUITE 904 GREENVILLE SC 29601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHALL WINN 200 TINDAL AVENUE GREENVILLE SC 29605 PRESIDENT/DIRECTOR 5.00 0 0 0 IVA BARANOVA PERNEROVA 51 PRAGUE EZ SECRETARY/TREASURER/DIRECTOR 5.00 0 0 0 WILLIAM KEEN 23 ATLANTIC POINTE HILTON HEAD ISLAND SC 29928 DIRECTOR 1.00 0 0 0 ELEANOR W NORDHOLM 21 PINCKNEY STREET GREENVILLE SC 29601 DIRECTOR 1.00 0 0 0 JOHN R WIGINGTON 14 JUNIPER LANE HILTON HEAD ISLAND SC 29928 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 13727878 730611 23531368 37989857 0 0 37989857 569848 37420009 1871000 1871000 24554 1949 26503 1844497 0 1844497 0 1844497 110326 0 110326 1844497 0 0 1483220 1975505 1450154 138924 5047803 110326 0 0 0 110326 0 1734171 1734171 3313632 0 0 0 0 0 0 0 3313632 1724554 1450154 138924 GRANTS ADMINISTRATION COMMITTEE BAK 355 S MAIN STREET SUITE 904 GREENVILLE SC 29601 8642428204 APPLICANTS FOR SCHOLARSHIP AWARDS SHALL BE REQUIRED TO SUBMIT SUCH APPLICATION FORMS AND SUPPORTING MATERIALS AS THE FOUNDATION MAY DEEM APPROPRIATE. THE SCHOLARSHIP APPLICATION, IN ADDITION TO COMPLETION OF THE FORM ITSELF, REQUESTS THE APPLICANT OBTAIN ONE LETTER OF RECOMMENDATION, WHICH WILL SPEAK TO THE APPLICANT'S ACADEMIC ACHIEVEMENTS AND PERFORMANCE, TO BE SENT DIRECTLY TO THE FOUNDATION. THE APPLICANT IS ALSO REQUIRED TO SUBMIT AN ESSAY (LIMITED TO 500 WORDS) DETAILING THE APPLICANT'S INTENTION TO LEVERAGE THE SCHOLARSHIP AWARD TO ATTEND A TOP ACADEMIC INSTITUTION. NONE THE SIZE AND NUMBER OF SCHOLARSHIP AWARD(S) ARE DETERMINED ON A CASE-BY-CASE BASIS BY THE FOUNDATION. IVA BARANOVA 355 S MAIN STREET SUITE 904 GREENVILLE SC 29601 8642428204 THE GRANT APPLICATION REQUESTS A PROPOSAL SUMMARY DETAILING WHY THE APPLICANT IS REQUESTING GRANT FUNDS, AS WELL AS A NARRATIVE OF THE WORK OF THE APPLICANT ORGANIZATION. THE APPLICATION ALSO REQUESTS A CURRENT EXPENSE BUDGET FOR THE APPLICANT'S PROJECT(S) AND ALL SOURCES OF INCOME TOWARD THE PROJECT. AFTER THE FOUNDATION PRELIMINARILY APPROVES THE GRANT, THE FOUNDATION WILL ENTER IN TO A WRITEN AGREEMENT WITH THE GRANTEE THAT SPECIFIES IN DETAIL THE CHARITABLE PURPOSES OF THE GRANT. NONE THE GRANT AGREEMENT REQUIRES GRANTEES TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSES OF THE GRANT OR DISTRIBUTION. GIVEDIRECTLY INC PO BOX 3221 NEW YORK NY 10008 N/A PC GENERAL SUPPORT 100000 100000 0 14 26221 14 486497 18 1475915 PASSTHROUGH INCOME - VR 2016 525990 -159198 14 -3109 PASSTHROUGH INCOME - VR 2017 525990 218215 14 -4025 CASH IN LIEU 525990 14 4 59017 1981503 0 2040520 0 0 0 0 0 0 0 0 0 0 X X 1 ZDENEK BAKALA 38 SURF SCOTER RD HILTON HEAD ISLAND SC 29928 2020393 X 1 PUBLICLY TRADED SECURITIES 2020393 2024-12-20 ACCOUNTING FEES 10173 0 10173 THE SC ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE THAT A COPY BE FILED WITH THEIR OFFICE. INSTEAD, THEY MAINTAIN THE RIGHT TO RECEIVE THE FILING IF THEY SO CHOOSE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUEST AS APPLICABLE. PUBLICLY TRADED SECURITIES 14089851 16629502 VR 2016 ABTP PORTFOLIO LP AT COST 0 11130053 VR 2017 DUVH PORTFOLIO LP AT COST 0 12401315 LEGAL FEES 153 0 153 BANK FEES -120 -120 0 K-1 PASSTHROUGH EXPENSES 151900 150808 0 PASSTHROUGH INCOME - VR 2016 -162307 -3109 -162307 PASSTHROUGH INCOME - VR 2017 214190 -4025 214190 CASH IN LIEU 4 4 4 VR 2016 ABTP PORTFOLIO LP - NEGATIVE ASSET 2390688 2797500 VR 2017 DUVH PORTFOLIO LP - NEGATIVE ASSET 1300123 2649471 INVESTMENT MANAGEMENT FEES 47919 47919 0 EXCISE TAXES 34000 0 0 FOREIGN TAXES 16386 16386 0