GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101803
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:52:22-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tricia Kennell | PreparerPersonNm |
| PTIN | P01487226 | PTIN |
| Phone | 7043641829 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.107.125.92 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56590920203215000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E0F7B0F335C2D69B213183222D485C6FC1FE040A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 282BB35EC882B4464F4E48E1517FB27A049D4CB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,655,202 | 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 | $1,713,913 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,882 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $945,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,742 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $203,635 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,150,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,598 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,655 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,703 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,699,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,699,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,776,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,699,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $373,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $502,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,532 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,400,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,777,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,709,502 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,640,012 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,873,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,680,168 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,542,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,916,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,655,202 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,542,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,916,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,542,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,916,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,542,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,916,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,542,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $373,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,916,519 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,916,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 3700 | $169,205 | $165,932 | $3,273 | $3,273 | |
| WELLS FARGO 3700 | $335,115 | $317,473 | $17,642 | $17,642 | |
| CHARLES SCHWAB 9708 | $392,677 | $324,998 | $67,679 | $67,679 | |
| CHARLES SCHWAB 9708 | $20,895 | $30,400 | -$9,505 | -$9,505 | |
| CAPITAL GAIN DIVIDENDS | $27,653 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,742 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,572,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,402,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.18709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,702,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,177,073 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.275563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,544,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,571,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.235024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,035,280 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,389,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.192085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $737,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,654,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201809 | DistributionYr5Rt |
| Total Distribution | 1.091571 | TotalDistributionRt |
| Average Distribution | 0.218314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,458,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,846,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,560 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,848,091 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,699,720 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,120 | SubtotalAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,263 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,263 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,143 | OverpaymentAmt |
| Applied To ES Tax | $6,143 | 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 | $5,562,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $347,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,677,916 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,586,949 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,586,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,458,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $422,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $422,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,120 | TotalTaxAmt |
| Distributable Before Adj | $419,787 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $419,787 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $419,787 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,699,720 | 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 | $1,699,720 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,699,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,787 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $555,653 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $768,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,216,546 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,396,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,159,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,096,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,699,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $419,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,279,933 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,376,094 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $555,653 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,820,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $768,529 | ExcessFromYear4Amt |
| Excess From Year3 | $1,216,546 | ExcessFromYear3Amt |
| Excess From Year2 | $1,396,421 | ExcessFromYear2Amt |
| Excess From Year1 | $1,159,012 | ExcessFromYear1Amt |
| Excess From Current Year | $1,279,933 | 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 | the foundation makes grants to tax exempt 501(c)(3) charities as determined by the foundation directors at periodic meetings. while requests from eligible charities will be considered, no form or other materials are required to be submitted. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVENTURE RESOURCES | ||||||
| 9227 HANOVER SOUTH TRL | CHARLOTTE | NC | 28210 | PC | CONTRIBUTION | $1,500 |
| 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 | $6,000 |
| CHESHIRE ACADEMY | ||||||
| 10 MAIN ST | CHESHIRE | CT | 06410 | PC | CONTRIBUTION | $40,000 |
| CRU | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PC | CONTRIBUTION | $10,000 |
| FELLOWSHIP OF CHRISITAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CONTRIBUTION | $25,000 |
| HARRIS YMCA | ||||||
| 5900 QUAIL HOLLOW RD | CHARLOTTE | NC | 28210 | PC | CONTRIBUTION | $5,000 |
| HARVEST CENTER | ||||||
| 1800 BREWTON DR | CHARLOTTE | NC | 28206 | PC | CONTRIBUTIONS | $10,000 |
| HOPE OUT LOUD | ||||||
| 1168 LAKE MEADOW LN | FOREST | VA | 24551 | PC | CONTRIBUTIONS | $50,000 |
| JESUS ONLINE | ||||||
| 2529 DISCOVERY PL | LANGLEY | WA | 98260 | PC | CONTRIBUTIONS | $125,000 |
| 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 | $150,000 |
| 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 |
| PROVIDENCE HOMES | ||||||
| PO BOX 11042 | SOUTHPORT | NC | 28461 | PC | CONTRIBUTIONS | $3,000 |
| SIM | ||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | PC | CONTRIBUTIONS | $29,000 |
| WITH OPEN EYES | ||||||
| 4100 COCA COLA PLAZA | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $142,500 |
| YCI | ||||||
| 4108 PARK RD STE 104 | CHARLOTTE | NC | 28209 | PC | CONTRIBUTIONS | $100,220 |
| YMCA | ||||||
| 500 E MOREHEAD ST 300 | CHARLOTTE | NC | 28202 | PC | CONTRIBUTIONS | $125,000 |
| MOMENTS OF HOPEFOREST HILL CHURCH | ||||||
| 7224 PARK ROAD | CHARLOTTE | NC | 28210 | PC | CONTRIBUTIONS | $175,000 |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||
| 2501 Oxford PI | Charlotte | NC | 28207 | PC | CONTRIBUTIONS | $1,000 |
| CHANDLER FIRST ASSEMBLY OF GOD | ||||||
| 532 W WAY RD | CHANDLER | AZ | 85225 | PC | CONTRIBUTION | $10,000 |
| DEERFOOT LODGE | ||||||
| 154 LAKEWAY DR | MILLS RIVER | NC | 28759 | PC | CONTRIBUTION | $10,000 |
| JAMES UNITED METHODIST CHURCH | ||||||
| 1011 ORANGE ST | NEWPORT | NC | 28750 | PC | CONTRIBUTION | $1,000 |
| CHARLOTTE RESCUE MISSION | ||||||
| 2855 WEST BLVD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $17,500 |
| COLLEGE GOLF FELLOWSHIP | ||||||
| 5098 FOOTHILLS BLVD STE 3 UNIT 138 | ROSEVILLE | CA | 95747 | PC | CONTRIBUTION | $5,000 |
| HOSPICE PALLIATIVE CARE | ||||||
| 7845 LITTLE AVE | CHARLOTTE | NC | 28226 | PC | CONTRIBUTION | $1,000 |
| JUVENILE DIABETES FOUNDATION | ||||||
| 205 REGENCY EX PK DR STE 102 | CHARLOTTE | NC | 28217 | PC | CONTRIBUTION | $10,000 |
| OAKHURST BAPTIST CHURCH | ||||||
| 5037 MONROE RD | CHARLOTTE | NC | 28205 | PC | CONTRIBUTION | $1,000 |
| RE-VISION | ||||||
| 3800 MORRISON RD | DENVER | CO | 80219 | PC | CONTRIBUTION | $15,000 |
| ST JUDE HOSPITAL | ||||||
| 301 HAWTHORNE LN STE 100 | CHARLOTTE | NC | 28204 | PC | CONTRIBUTION | $1,000 |
| SAMARITAN'S FEET | ||||||
| 1836 CENTER PARK DR | CHARLOTTE | NC | 28217 | PC | CONTRIBUTION | $10,000 |
| SEEDS OF HOPE | ||||||
| 444 WILLIAMSON RD STE E | MOORESEVILLE | NC | 28117 | PC | CONTRIBUTION | $5,000 |
| WEST BLVD MINISTRY | ||||||
| 4401 WEST TYVOLA ROAD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,699,720 | 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 | $34,882 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,073 | 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 | $106,742 | 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 | $203,635 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $232,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $203,635 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,332 | 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 | $1,713,913 | 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 | $5,450 | Amt |
| Net Investment Income | $5,450 | 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 | $6,777,799 | EOYBookValueAmt |
| EOYFMV | $7,709,502 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE CONTRACTS | $4,637,498 | $4,870,936 | $2,677,916 |
| KERANETICS, LLC | $2,514 | $2,252 | $2,252 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INCREASE IN CASH SURRENDER VALUE OF LIFE | $203,635 |
| INSURANCE CONTRACTS |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO MANAGEMENT FEES | $46,638 | $46,638 |
| CHARLES SCHWAB MANAGEMENT FEES | $22,960 | $22,960 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,655 | Amt |
| Net Investment Income | $1,655 | NetInvestmentIncomeAmt |
Comments