2024-10-23T07:08:07-05:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990PF 2023-01-01 841741277 BAKALA FOUNDATION USA BAKA 8642428204 200 EAST BROAD STREET SUITE 400 GREENVILLE SC 29601 MARSHALL WINN PRESIDENT 8642428204 2024-10-16 1 1 BREE-ANN WEIDNER P01319397 8642333981 2023 2024-10-15 13:58:12Z X 38775349 X 1999945 236080 236080 220532 220532 62153 4056480 62153 91795 -7037 2610505 511728 40000 0 40000 3851 0 3851 4300 0 4300 49436 49436 0 3543 2243 0 155447 154227 0 256577 205906 48151 1900000 1900000 2156577 205906 1948151 453928 305822 63404 5180 5180 1437103 202430 202430 5091838 5135700 5209123 0 5681582 7434540 1681601 0 25924076 8273946 11024892 38775349 0 3690811 0 3690811 X 0 0 0 0 8273946 7334081 8273946 7334081 8273946 11024892 8273946 453928 0 8727874 1393793 7334081 PUBLICLY TRADED SECURITIES 4056480 3994327 62153 62153 62153 4251 0 4251 0 4251 1812 0 4000 0 5812 0 1561 1561 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 200 EAST BROAD STREET SUITE 400 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 10000 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 10000 0 0 ELEANOR W NORDHOLM 21 PINCKNEY STREET GREENVILLE SC 29601 DIRECTOR 1.00 10000 0 0 JOHN R WIGINGTON 14 JUNIPER LANE HILTON HEAD ISLAND SC 29928 DIRECTOR 1.00 10000 0 0 NONE 0 NONE 0 0 7718270 3249835 25924076 36892181 0 0 36892181 553383 36338798 1816940 1816940 4251 3462 7713 1809227 0 1809227 0 1809227 1948151 0 1948151 1809227 0 0 1483220 1975505 1450154 4908879 1948151 0 0 0 1809227 138924 0 0 5047803 0 0 0 0 0 0 0 5047803 1483220 1975505 1450154 138924 GRANTS ADMINISTRATION COMMITTEE BAK 200 EAST BROAD STREET SUITE 400 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 200 EAST BROAD STREET SUITE 400 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. DARTMOUTH COLLEGE 6016 MCNUTT HALL HANOVER NH 03755 N/A PC TUCK SCHOOL OF BUSINESS BUILDING FUND AND TUCK GLOBAL OPPORTUNITIES PROGRAM 1900000 1900000 0 14 236080 14 220532 18 62153 PASSTHROUGH INCOME - VR 2016 525990 -57519 14 -3075 PASSTHROUGH INCOME - VR 2017 525990 156351 14 -3962 98832 511728 0 610560 0 0 0 0 0 0 0 0 0 0 X X 1 ZDENEK BAKALA 38 SURF SCOTER RD HILTON HEAD ISLAND SC 29928 1999945 X 1 PUBLICLY TRADED SECURITIES 1999945 2023-12-18 ACCOUNTING FEES 4300 0 4300 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 5681582 7434540 5135700 5209123 0 0 VR 2016 ABTP PORTFOLIO LP AT COST 0 12047722 VR 2017 DUVH PORTFOLIO LP AT COST 0 13876354 LEGAL FEES 3851 0 3851 CHANGE IN VALUE OF CONTRIBUTED STOCK 1393793 BANK FEES 104 0 0 K-1 PASSTHROUGH EXPENSES 155343 154227 0 PASSTHROUGH INCOME - VR 2016 -60594 -3075 -60594 PASSTHROUGH INCOME - VR 2017 152389 -3962 152389 VR 2016 ABTP PORTFOLIO LP - NEGATIVE ASSET 0 2390688 VR 2017 DUVH PORTFOLIO LP - NEGATIVE ASSET 0 1300123 INVESTMENT MANAGEMENT FEES 49436 49436 0 EXCISE TAXES 1300 0 0 FOREIGN TAXES 2243 2243 0