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GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-02-14
IRS object ID
202330459349100133
Schema version
2021v4.2
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)
Return2023-02-14T14:19:13-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PESTA FINNIE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16826 CARNEGIE BLVDAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202016795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREG AND INDIA KEITH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% INDIA KEITHInCareOfNm
Business Name ControlGREGBusinessNameControlTxt
Phone7043646105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15201 GORHAM DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonINDIA KEITHPersonNm
Person TitlesecretaryPersonTitleTxt
Phone7043656000PhoneNum
Signature2023-02-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstINDIAPersonFirstNm
Person LastKEITHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSaad ChaudharyPreparerPersonNm
PTINP01018575PTIN
Phone7043641829PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,833,442FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,201,163ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23,387InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,387InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,874DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,874DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,296,388NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,289,021GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,296,387CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$136,979OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$5,721,791TotalRevAndExpnssAmt
Total Net Invst Incm$1,383,648TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$20,478LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$20,478LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$139,859OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$139,859OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$948TaxesRevAndExpnssAmt
Taxes Net Invst Incm$948TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$167,485TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$167,485TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,814,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,814,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,981,485TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$167,485TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,814,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,740,306ExcessRevenueOverExpensesAmt
Net Investment Income$1,216,163NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$160,868SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,786,673SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,786,673SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,321,722CorporateStockBOYAmt
Corporate Stock EOY$8,017,002CorporateStockEOYAmt
Corporate Stock EOYFMV$8,911,027CorporateStockEOYFMVAmt
Other Assets BOY$4,969,147OtherAssetsBOYAmt
Other Assets EOY$5,388,368OtherAssetsEOYAmt
Other Assets EOYFMV$3,135,742OtherAssetsEOYFMVAmt
Total Assets BOY$12,451,737TotalAssetsBOYAmt
Total Assets EOY$15,192,043TotalAssetsEOYAmt
Total Assets EOYFMV$13,833,442TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$12,451,737RetainedEarningBOYAmt
Retained Earning EOY$15,192,043RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,451,737TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,192,043TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,451,737TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,192,043TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,451,737TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,740,306ExcessRevenueOverExpensesAmt
Subtotal$15,192,043SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,192,043TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO 3700 - ST$82,857$70,741$12,116$12,116
WELLS FARGO 3700 - LT$746,959$531,059$215,900$215,900
CHARLES SCHWAB 9708$479,498$410,091$69,407$69,407
CHARLES SCHWAB 9708$1,913,129$980,743$932,386$932,386
CAPITAL GAIN DIVIDENDS$66,578P
CAPITAL GAIN DIVIDENDS$66,578P
CAPITAL GAIN DIVIDENDS$66,578P
CAPITAL GAIN DIVIDENDS$66,578P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,296,387CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,905InvestmentIncomeExciseTaxAmt
Subtotal$16,905SubtotalAmt
Tax Based On Investment Income$16,905TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,126EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$21,126TotalPaymentsAndCreditsAmt
Overpayment$4,221OverpaymentAmt
Applied To ES Tax$4,221AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1INDIA KEITHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7043646105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15201 GORHAM DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28226ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GRAEME M KEITH JR
5201 GORHAM DRIVECHARLOTTENC28226PRESIDENT0$0$0$0
INDIA E KEITH
5201 GORHAM DRIVECHARLOTTENC28226SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,408,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,066,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,881,953FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,357,101TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,357,101AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$185,357CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,171,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$608,587MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$608,587MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,905TaxBasedOnInvestmentIncomeAmt
Total Tax$16,905TotalTaxAmt
Distributable Before Adj$591,682DistributableBeforeAdjAmt
Distributable Before Ded$591,682DistributableBeforeDedAmt
Distributable As Adjusted$591,682DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,814,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,814,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591,682DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,216,546ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,396,421ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,159,012ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,279,933ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$968,084ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,019,996TotalExcessDistributionCyovAmt
Qualifying Distributions$2,814,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$591,682AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,222,318RemainingDistriFromCorpusAmt
Total Corpus$8,242,314TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,216,546ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,025,768ExcessDistriCyovToNextYrAmt
Excess From Year4$1,396,421ExcessFromYear4Amt
Excess From Year3$1,159,012ExcessFromYear3Amt
Excess From Year2$1,279,933ExcessFromYear2Amt
Excess From Year1$968,084ExcessFromYear1Amt
Excess From Current Year$2,222,318ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGRAEME M KEITH JRContributingManagerNm
Contributing ManagerINDIA E KEITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonINDIA E KEITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15201 GORHAM DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28211ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7043646105RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN CHRISTIAN MINISTRIES
6013 PARK CTCOLLEYVILLETX76034PCCONTRIBUTION$15,000
CHESHIRE ACADEMY
10 MAIN STCHESHIRECT06410PCCONTRIBUTION$25,000
HARVEST CENTER
1800 BREWTON DRCHARLOTTENC28206PCCONTRIBUTIONS$10,000
HOPE OUT LOUD
1168 LAKE MEADOW LNFORESTVA24551PCCONTRIBUTIONS$50,000
JESUS ONLINE
2529 DISCOVERY PLLANGLEYWA98260PCCONTRIBUTIONS$175,000
KAVOD
6812 POPLAR RIDGE CVMEMPHISTN38120PCCONTRIBUTIONS$15,000
MARANATHA HIGH SCHOOL
169 S SAINT JOHN AVEPASADENACA91105PCCONTRIBUTIONS$25,000
MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404PCCONTRIBUTIONS$800,000
MYERS PARK PRESBYTERIAN TRINITY LITTLE LEAGUE
2714 TANGLEWOOD LNCHARLOTTENC28211PCCONTRIBUTIONS$60,000
WITH OPEN EYES
4100 COCA COLA PLAZACHARLOTTENC28211PCCONTRIBUTIONS$100,000
YCI
4108 PARK RD STE 104CHARLOTTENC28209PCCONTRIBUTIONS$100,000
YMCA
500 E MOREHEAD ST 300CHARLOTTENC28202PCCONTRIBUTIONS$261,000
MOMENTS OF HOPEFOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28210PCCONTRIBUTIONS$150,000
CHARLOTTE RESCUE MISSION
2855 WEST BLVDCHARLOTTENC28208PCCONTRIBUTION$10,000
THE OAKS CHRISTIAN SCHOOL
4921 Randolph RdCHARLOTTENC28211PCCONTRIBUTION$225,000
SAMARITAN'S FEET
1836 CENTER PARK DRCHARLOTTENC28217PCCONTRIBUTION$20,000
WEST BLVD MINISTRY
4401 WEST TYVOLA ROADCHARLOTTENC28208PCCONTRIBUTION$30,000
GOOD FELLOWS CLUB
700 Parkwood AveCHARLOTTENC28205PCCONTRIBUTION$5,000
ATHLETES IN ACTION
651 Taylor DrXeniaOH45385PCCONTRIBUTION$10,000
MYERS PARK PRESBYTERIAN CHURCH
2501 Oxford PICHARLOTTENC28207PCCONTRIBUTIONS$1,000
LIBERTY BAPTIST CHURCH
3000 Sam Wilson RdCHARLOTTENC28214PCCONTRIBUTIONS$15,000
ASCENSION LUTHERAN CHURCH
1225 E Morehead StCHARLOTTENC28204PCCONTRIBUTIONS$1,000
HOUSE OF PRAYER NC
8005 Lawyers RdCharlotteNC28227PCCONTRIBUTIONS$400,000
ST THERESE CATHOLIC CHURCH
217 Brawley School RdMooresvilleNC28117PCContributions$1,000
SAMARITAN'S PURSE
801 Bamboo RdBooneNC28607PCCONTRIBUTIONS$100,000
BGEA
1 Billy Graham PkwyCharlotteNC28217PCCONTRIBUTIONS$100,000
PLACE OF HOPE
1020 Archer DrRock HillSC29730PCCONTRIBUTIONS$20,000
HUMANE SOCIETY OF CHARLOTTE
1348 Parker DrCharlotteNC28208PCCONTRIBUTIONS$1,000
CHRISTIAN CHILDCARE COALTION
2201 Mail Service CEnterRaleighNC27699PCCONTRIBUTIONS$5,000
UNC HEALTH FOUNDATION
123 W Franklin St 510Chapel HillNC27516PCCONTRIBUTIONS$50,000
ADVENTURE RESOURCES
9227 Hanover South TrailCHarlotteNC28210PCContribution$1,500
SIM
14830 Choate CirCharlotteNC28273PCCONTRIBUTIONS$25,000
The Fletcher School
8500 Sardis RdCharlotteNC28270PCCONTRIBUTIONS$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,814,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,387ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,874ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,296,388ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
INCREASE IN CASH SURRENDER VALUE OF LIFE
INSURANCE CONTRACT$136,979

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,383,649ExclusionAmt
Related Or Exempt Function Incm$136,979RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,520,628TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonGREG AND INDIA KEITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15201 GORHAM DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28226ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,201,163TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,200Amt
Net Investment Income$6,200NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$8,017,002EOYBookValueAmt
EOYFMV$8,911,027EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$20,478LegalFeesAmt
Net Investment Income$20,478NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LIFE INSURANCE CONTRACTS$4,967,797$5,134,579$2,881,953
KERANETICS, LLC$1,350$1,286$1,286
FCA HEALTH INNOVATORS, LLC$0$252,503$252,503

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INCREASE IN CASH SURRENDER VALUE OF LIFE
INSURANCE CONTRACTS$136,979

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
WELLS FARGO MANAGEMENT FEES$49,730$49,730
CHARLES SCHWAB MANAGEMENT FEES$40,125$40,125
CONSULTING FEES$50,004$50,004

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$948Amt
Net Investment Income$948NetInvestmentIncomeAmt

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