2025-03-24T10:00:12-05:00 2022-12-31 570776381 WEBSTERROGERS LLP 1411 2ND LOOP RD FLORENCE SC 29505 990 2022-01-01 861250842 KIAWAH LIFE PLAN VILLAGE INC KIAW 4077706000 3642 POMPANO COURT SEABROOK ISLAND SC 294556029 LYNNE KERRISON OTHER 4077706000 2025-03-21 1 0 TABATHA R BELLFLOWERSEA P01314866 8436655900 2022 2025-03-06 01:10:19Z X BARBARA MCDUFFIE 47 LEMOYNE LANE JOHNS ISLAND SC 29455 0 0 X SEAFIELDS.COM X 2020 SC TO ESTABLISH, SUPPORT, MAINTAIN, AND OPERATE, ON A NON-PROFIT BASIS, ARETIREMENT CENTER FOR PEOPLE OVER THE AGE OF 62, TOGETHER WITH RELATED SERVICES THAT IS LOCATED ON KIAWAH ISLAND, SOUTH CAROLINA 5 5 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24640319 32741113 24640319 32741113 0 0 TO ESTABLISH, SUPPORT, MAINTAIN, AND OPERATE, ON A NON-PROFIT BASIS, ARETIREMENT CENTER FOR PEOPLE OVER THE AGE OF 62, TOGETHER WITH RELATED SERVICES THAT IS LOCATED ON KIAWAH ISLAND, SOUTH CAROLINA 0 0 THE VILLAGE IS IN THE PROCESS OF: LAND ACQUISITION, INITIAL SITE WORK, MARKETING, AND DEVELOPMENT WITH RESPECT TO A 106-UNIT CONTINUING CARE RETIREMENT COMMUNITY (CCRC) ON APPROXIMATELY 8 ACRES LOCATED ON KIAWAH ISLAND, SOUTH CAROLINA. 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X SEAN NEALSON 5617014544 6310 GARRETT STREET JUPITER FL 33483 X TODD LILLIBRIDGE PRESIDENT 20.00 X X 0 0 0 WALTER E BOOMER SECRETARY 10.00 X X 0 0 0 BARBARA MCDUFFIE TREASURER 10.00 X X 0 0 0 MARK PERMAN DIRECTOR 5.00 X 0 0 0 ARTHUR BARON DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 BALFOUR BEATTY CONSTRUCTION 1930 CAMDEN ROAD CHARLOTTE NC 28203 CONSTRUCTION 3706435 KIAWAH ISLAND REAL ESTATE LLC 1 KIAWAH ISLAND PARKWAY KIAWAH ISLAND SC 29455 MARKETING 635863 BRP SENIOR HOUSING MANAGEMENT 315 SOUTH BEVERLY SUITE 404 BEVERLY HILLS CA 90212 MANAGEMENT 504625 SN PROJECT MANAGEMENT 2691 SUNBURY DR JUPITER FL 334588433 MANAGEMENT 122222 4 0 0 0 0 0 0 0 0 8215946 7473478 16424373 25267635 24640319 32741113 620403 5827198 24019916 26913915 24640319 32741113 X 0 0 0 0 0 0 0 0 24640319 32741113 0 X X 0 1 X 1 0 X 0 0 X 0 0 0 0 0 0 0 0 1 45000 45000 0 PART II-B, LINE 1: LOBBYING ACTIVITIES BY ATTORNEYS ON BEHALF OF THE ORGANIZATION THAT RELATED TO LEGISLATION ALLOWING THE FACILITY TO OBTAIN LICENSURE WHICH RELATED DIRECTLY TO THE PURPOSE AND MISSION OF THE ORGANIZATION. THE EXPENSE WAS UNDER 20% OF THE ORGANIZATIONS EXPENSES WHICH ARE CURRENTLY BEING CAPITALIZED AS STARTUP COSTS. 0 PROPERTY UNDER DEVELOPMENT 25267635 25267635 X 0 0 0 0 0 0 0 0 0 0 PART X, LINE 2: THE FILAGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE VILLAGE DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE PERIOD FROM INCEPTION (AUGUST 16, 2021) THROUGH DECEMBER 31, 2022. BECAUSE THE VILLAGE IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE 501(C)(3), THE VILLAGE IS GENERALLY NOT EXPOSED TO INTEREST AND PENALTIES RELATED TO INCOME TAXES. WHEN APPLICABLE, THE VILLAGE RECOGNIZED INTEREST AND PENALTIES PAID RELATED TO TAX OBLIGATIONS AND BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES. THE VILLAGE FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF SOUTH CAROLINA. A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 83704EAB0 2021-08-16 21305000 TO FINANCE STARTUP COSTS 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 000000000 2021-08-16 1815000 TO FINANCE STARTUP COSTS 0 0 0 A 21305000 0 0 0 1 B 1815000 0 0 0 1 A 0 0 1 0 0 0 0 0 B 0 0 1 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 A 1 B 1 AMENDED RETURN EXPLANATION RETURN IS BEING AMENDED TO INCLUDE SCH C LOBBYING EXPENSES PAID BY THE ORGANIZATION TO AN ATTORNEY RELATED TO LICENSURE THAT WAS FOR THE GOOD OF THE ORGANIZATIONS PURPOSE AND MISSION. EXPENSES ARE CURRENTLY BEING CAPITALIZED AS STARTUP COSTS, SO THERE ARE NO ACTUAL EXPENSES BEING REFLECTED ON THE EXPENSE SECTION OF THE RETURN. THE LOBBYING EXPENSE AMOUNT WAS UNDER THE 20% OF THEIR OVER ALL PROGRAM EXPENSES. FORM 990, PART VI, SECTION A, LINE 3 BIG ROCK AS THE DEVELOPER AND MANAGER HANDLES THE MANAGEMENT DUTIES OF THE ORGANIZATION WITH THE REVIEW AND APPROVAL OF THE BOARD FOR SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL NEED TO REVIEW AND MAKE ANY NECESSARY EDITS AFTER REVIEWING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED BY THE POLICY TO DISCLOSE ANY INVOLVEMENT WITH OTHER ORGANIZATIONS, WITH VENDORS, OR ANY ASSOCIATIONS THAT MIGHT REPRESENT A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST. A BOARD MEMBER IS SUBJECT TO POSSIBLE DISCIPLINARY AND CORRECTIVE ACTION BY THE BOARD IF FOUND TO BE IN VIOLATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION STUDY IS COMPLETED FOR BOARD COMPENSATION AS WELL AS A FAIRNESS REPORT FOR ALL THIRD PARTY FEES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C THE MANAGEMENT TEAM ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND WILL REVIEW THE FINANCIALS BEFORE SUBMITTING TO THE FULL BOARD.