GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349104407
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:26:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESTA FINNIE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6826 MORRISON BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202016795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREG AND INDIA KEITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % INDIA KEITH | InCareOfNm |
| Business Name Control | GREG | BusinessNameControlTxt |
| Phone | 7043646105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 GORHAM DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INDIA KEITH | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 7043656000 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | INDIA | PersonFirstNm |
| Person Last | KEITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LANCE I PRITCHETT | PreparerPersonNm |
| PTIN | P00701181 | PTIN |
| Phone | 7043641829 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,659,336 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,168,524 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $757,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,419,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $757,261 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,058 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,087,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $851,451 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $11,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,425 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,729 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $130,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,421,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,421,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,551,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,421,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $535,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $720,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $160,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $160,868 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,777,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,321,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,752,144 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,873,188 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,969,147 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,746,324 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,916,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,451,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,659,336 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,916,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,451,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,916,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,451,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,916,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,451,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,916,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $535,218 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,451,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,451,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 3700 | $43,438 | $51,086 | -$7,648 | -$7,648 | |
| WELLS FARGO 3700 | $1,032,991 | $1,008,716 | $24,275 | $24,275 | |
| CHARLES SCHWAB 9708 | $794,545 | $569,601 | $224,944 | $224,944 | |
| CHARLES SCHWAB 9708 | $1,536,729 | $1,032,751 | $503,978 | $503,978 | |
| CAPITAL GAIN DIVIDENDS | $11,712 | P | |||
| CAPITAL GAIN DIVIDENDS | $11,712 | P | |||
| CAPITAL GAIN DIVIDENDS | $11,712 | P | |||
| CAPITAL GAIN DIVIDENDS | $11,712 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $757,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,017 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,017 | SubtotalAmt |
| Tax Based On Investment Income | $10,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,143 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,143 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,126 | OverpaymentAmt |
| Applied To ES Tax | $6,126 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIA KEITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043646105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 GORHAM DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRAEME M KEITH JR | ||||||||
| 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | PRESIDENT | 0 | $0 | $0 | $0 |
| INDIA E KEITH | ||||||||
| 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,957,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $697,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,744,974 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,399,664 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,399,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,258,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,017 | TotalTaxAmt |
| Distributable Before Adj | $452,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,421,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,421,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,421,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $768,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,216,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,396,421 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,159,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,279,933 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,820,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,421,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $452,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $968,084 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,788,525 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $768,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,019,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,216,546 | ExcessFromYear4Amt |
| Excess From Year3 | $1,396,421 | ExcessFromYear3Amt |
| Excess From Year2 | $1,159,012 | ExcessFromYear2Amt |
| Excess From Year1 | $1,279,933 | ExcessFromYear1Amt |
| Excess From Current Year | $968,084 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GRAEME M KEITH JR | ContributingManagerNm |
| Contributing Manager | INDIA E KEITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INDIA E KEITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 GORHAM DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043646105 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFRICAN CHRISTIAN MINISTRIES | ||||||
| 6013 PARK CT | COLLEYVILLE | TX | 76034 | PC | CONTRIBUTION | $15,000 |
| AMERICAN BIBLE SOCIETY | ||||||
| 101 N INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | PC | CONTRIBUTION | $1,000 |
| CHESHIRE ACADEMY | ||||||
| 10 MAIN ST | CHESHIRE | CT | 06410 | PC | CONTRIBUTION | $35,000 |
| FELLOWSHIP OF CHRISITAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CONTRIBUTION | $50,000 |
| HARVEST CENTER | ||||||
| 1800 BREWTON DR | CHARLOTTE | NC | 28206 | PC | CONTRIBUTIONS | $10,000 |
| HOPE OUT LOUD | ||||||
| 1168 LAKE MEADOW LN | FOREST | VA | 24551 | PC | CONTRIBUTIONS | $45,000 |
| JESUS ONLINE | ||||||
| 2529 DISCOVERY PL | LANGLEY | WA | 98260 | PC | CONTRIBUTIONS | $100,000 |
| KAVOD | ||||||
| 6812 POPLAR RIDGE CV | MEMPHIS | TN | 38120 | PC | CONTRIBUTIONS | $20,000 |
| MARANATHA HIGH SCHOOL | ||||||
| 169 S SAINT JOHN AVE | PASADENA | CA | 91105 | PC | CONTRIBUTIONS | $65,000 |
| MCCALLIE SCHOOL | ||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | PC | CONTRIBUTIONS | $500,000 |
| MYERS PARK PRESBYTERIAN TRINITY LITTLE LEAGUE | ||||||
| 2714 TANGLEWOOD LN | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $60,000 |
| WITH OPEN EYES | ||||||
| 4100 COCA COLA PLAZA | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $101,500 |
| YCI | ||||||
| 4108 PARK RD STE 104 | CHARLOTTE | NC | 28209 | PC | CONTRIBUTIONS | $25,000 |
| YMCA | ||||||
| 500 E MOREHEAD ST 300 | CHARLOTTE | NC | 28202 | PC | CONTRIBUTIONS | $5,000 |
| MOMENTS OF HOPEFOREST HILL CHURCH | ||||||
| 7224 PARK ROAD | CHARLOTTE | NC | 28210 | PC | CONTRIBUTIONS | $197,000 |
| CHARLOTTE RESCUE MISSION | ||||||
| 2855 WEST BLVD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $10,000 |
| HOSPICE PALLIATIVE CARE | ||||||
| 7845 LITTLE AVE | CHARLOTTE | NC | 28226 | PC | CONTRIBUTION | $1,000 |
| THE OAKS CHRISTIAN SCHOOL | ||||||
| 4921 Randolph Rd | CHARLOTTE | NC | 28211 | PC | CONTRIBUTION | $35,000 |
| SAMARITAN'S FEET | ||||||
| 1836 CENTER PARK DR | CHARLOTTE | NC | 28217 | PC | CONTRIBUTION | $20,000 |
| FAITH HOPE AND LOWE | ||||||
| 1800 South Blvd | CHARLOTTE | NC | 28203 | PC | CONTRIBUTION | $15,000 |
| WEST BLVD MINISTRY | ||||||
| 4401 WEST TYVOLA ROAD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $20,000 |
| CENTRAL PRESBYTERIAN CHURCH | ||||||
| 129 Centre Church Rd | Mooresville | NC | 28117 | PC | CONTRIBUTION | $1,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 5171 Glenwood Ave Ste 101 | Raleigh | NC | 27612 | PC | CONTRIBUTION | $250 |
| MOUNTAIN VALLEY HOSPICE & PALLIATIVE | ||||||
| 401 Technology Lane Ste 200 | Mount Airy | NC | 27030 | PC | CONTRIBUTION | $250 |
| MAKE A WISH FOUNDATION | ||||||
| 217 E Tremont Ave | Charlotte | NC | 28203 | PC | CONTRIBUTION | $500 |
| REID MEMORIAL PRESBYTERIAN CHURCH | ||||||
| 2261 Walton Way | AUGUSTA | GA | 30904 | PC | CONTRIBUTION | $2,500 |
| FAITH MEMORIAL BABTIST CHURCH | ||||||
| 211 Lakewood Ave | cHARLOTTE | NC | 28208 | PC | CONTRIBUTIONS | $10,000 |
| UNION BABTIST CHURCH | ||||||
| 904 N Roxboro StREET | DURHAM | NC | 27701 | PC | CONTRIBUTION | $1,000 |
| SOLUS CHARLOTTE | ||||||
| PO Box 416 | EAST BEND | NC | 27018 | PC | CONTRIBUTION | $2,500 |
| SPORTS FRIENDS | ||||||
| 1838 Gold Hill Rd | FORT MILL | SC | 29708 | PC | CONTRIBUTION | $10,000 |
| THE FLETCHER SCHOOL | ||||||
| 8500 Sardis Rd | CHARLOTTE | NC | 28270 | PC | CONTRIBUTION | $25,000 |
| ELWA MINISTRIES ASSOCIATION | ||||||
| PO Box 1 | Warrenville | IL | 60555 | PC | CONTRIBUTION | $2,500 |
| THE BILTMORE CHURCH | ||||||
| 35 Clayton Rd | Arden | NC | 28704 | PC | CONTRIBUTION | $1,000 |
| LEVINE CANCER INSTITUTE | ||||||
| 16455 Statesville Rd Ste 280 | HUNTERSVILLE | NC | 28078 | PC | CONTRIBUTION | $1,000 |
| REFORMED THEOLOGICAL SEMINARY | ||||||
| 2101 Carmel Rd | CHARLOTTE | NC | 28226 | PC | CONTRIBUTION | $10,000 |
| CAPITOL COMMISSION | ||||||
| 2600 Fairview Rd Ste 201A | Raleigh | NC | 27608 | PC | CONTRIBUTION | $5,000 |
| THE CHRISTINA CHILDCARE COALITION | ||||||
| 4102 nw dONDEE lANE | tOPEKA | KS | 66618 | PC | CONTRIBUTION | $7,000 |
| GOOD FELLOWS CLUB | ||||||
| 700 Parkwood Ave | CHARLOTTE | NC | 28205 | PC | CONTRIBUTION | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,421,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,831 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $757,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| INCREASE IN CASH SURRENDER VALUE OF LIFE | |
| INSURANCE CONTRACT | $67,058 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $851,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,058 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $918,509 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GREG AND INDIA KEITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 GORHAM DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,168,524 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,150 | Amt |
| Net Investment Income | $6,150 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $7,321,722 | EOYBookValueAmt |
| EOYFMV | $7,752,144 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,425 | LegalFeesAmt |
| Net Investment Income | $11,425 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE CONTRACTS | $4,870,936 | $4,967,797 | $2,744,974 |
| KERANETICS, LLC | $2,252 | $1,350 | $1,350 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INCREASE IN CASH SURRENDER VALUE OF LIFE | |
| INSURANCE CONTRACTS | $67,058 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO MANAGEMENT FEES | $47,959 | $47,959 |
| CHARLES SCHWAB MANAGEMENT FEES | $27,267 | $27,267 |
| CONSULTING FEES | $37,503 | $37,503 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $511 | Amt |
| Net Investment Income | $511 | NetInvestmentIncomeAmt |
Comments