GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349105078
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:35:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 CARNEGIE 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 | 2024-01-01 | 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sally Y Probst | PreparerPersonNm |
| PTIN | P02488397 | PTIN |
| Phone | 7043641829 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,936,069 | 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 | $3,391,454 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,102 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,102 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $823,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,677,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $823,333 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,673 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,456,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $962,044 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $7,392 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,392 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $143,294 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $143,294 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $720 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $151,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,462,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,462,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,613,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,462,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,842,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $810,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $735,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,625,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,625,955 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,498,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,260,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,595,683 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,835,136 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,026,663 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,714,431 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,070,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,912,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,936,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,070,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,912,669 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,070,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,912,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,070,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,912,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,070,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,842,665 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,912,669 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,912,669 | 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 - ST | $113,215 | $120,270 | -$6,887 | -$7,055 | |
| WELLS FARGO 3700 - LT | $684,540 | $479,830 | $205,071 | $204,710 | |
| CHARLES SCHWAB 9708 - ST | $4,185,083 | $3,886,566 | $314,724 | $298,517 | |
| CHARLES SCHWAB 9708 - LT | $2,538,493 | $2,459,853 | $154,255 | $78,640 | |
| CAPITAL GAIN DIVIDENDS | $156,170 | P | |||
| CAPITAL GAIN DIVIDENDS | $156,170 | P | |||
| CAPITAL GAIN DIVIDENDS | $156,170 | P | |||
| CAPITAL GAIN DIVIDENDS | $156,170 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $823,333 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,268 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,268 | SubtotalAmt |
| Tax Based On Investment Income | $11,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,317 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,317 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,049 | OverpaymentAmt |
| Applied To ES Tax | $7,049 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | 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 | $10,758,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,087,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,254,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,100,867 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,100,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,874,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,268 | TotalTaxAmt |
| Distributable Before Adj | $732,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $732,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $732,450 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,462,100 | 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 | $2,462,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $732,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,279,933 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $968,084 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,222,318 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,010,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,029,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,509,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,462,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $732,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,729,650 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,239,478 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,279,933 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,959,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $968,084 | ExcessFromYear4Amt |
| Excess From Year3 | $2,222,318 | ExcessFromYear3Amt |
| Excess From Year2 | $2,010,334 | ExcessFromYear2Amt |
| Excess From Year1 | $2,029,159 | ExcessFromYear1Amt |
| Excess From Current Year | $1,729,650 | 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 (62 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 | $20,000 |
| AMERICAN BIBLE SOCIETY | ||||||
| 101 N INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | PC | CONTRIBUTION | $0 |
| FELLOWSHIP OF CHRISITAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CONTRIBUTION | $100,000 |
| HARVEST CENTER | ||||||
| 1800 BREWTON DR | CHARLOTTE | NC | 28206 | PC | CONTRIBUTIONS | $15,000 |
| HOPE OUT LOUD | ||||||
| 1168 LAKE MEADOW LN | FOREST | VA | 24551 | PC | CONTRIBUTIONS | $75,000 |
| JESUS ONLINE | ||||||
| 2529 DISCOVERY PL | LANGLEY | WA | 98260 | PC | CONTRIBUTIONS | $150,000 |
| 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 | $25,000 |
| MCCALLIE SCHOOL | ||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | PC | CONTRIBUTIONS | $830,000 |
| MYERS PARK TRINITY LITTLE LEAGUE | ||||||
| 2714 TANGLEWOOD LN | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $0 |
| WITH OPEN EYES | ||||||
| 4100 COCA COLA PLAZA | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $100,000 |
| YCI | ||||||
| 4108 PARK RD STE 104 | CHARLOTTE | NC | 28209 | PC | CONTRIBUTIONS | $130,600 |
| YMCA | ||||||
| 500 E MOREHEAD ST 300 | CHARLOTTE | NC | 28202 | PC | CONTRIBUTIONS | $25,000 |
| MOMENTS OF HOPEFOREST HILL CHURCH | ||||||
| 7224 PARK ROAD | CHARLOTTE | NC | 28210 | PC | CONTRIBUTIONS | $250,000 |
| THE OAKS CHRISTIAN SCHOOL | ||||||
| 4921 Randolph Rd | CHARLOTTE | NC | 28211 | PC | CONTRIBUTION | $0 |
| SAMARITAN'S FEET | ||||||
| 1836 CENTER PARK DR | CHARLOTTE | NC | 28217 | PC | CONTRIBUTION | $0 |
| FAITH HOPE AND LOVE | ||||||
| 1800 South Blvd | CHARLOTTE | NC | 28203 | PC | CONTRIBUTION | $15,000 |
| WEST BLVD MINISTRY | ||||||
| 4401 WEST TYVOLA ROAD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $40,000 |
| REFORMED THEOLOGICAL SEMINARY | ||||||
| 2101 Carmel Rd | CHARLOTTE | NC | 28226 | PC | CONTRIBUTION | $0 |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||
| 2501 Oxford PI | CHARLOTTE | NC | 28207 | PC | CONTRIBUTIONS | $0 |
| SAMARITAN'S PURSE | ||||||
| 801 Bamboo Rd | Boone | NC | 28607 | PC | CONTRIBUTIONS | $100,000 |
| BGEA | ||||||
| 1 Billy Graham Pkwy | Charlotte | NC | 28217 | PC | CONTRIBUTIONS | $100,000 |
| SIM | ||||||
| 14830 Choate Cir | Charlotte | NC | 28273 | PC | CONTRIBUTIONS | $25,000 |
| Changed Lives | ||||||
| 470 Reid Hill Rd | Moncks Corner | SC | 29461 | PC | CONTRIBUTIONS | $5,000 |
| City of Hope CLT | ||||||
| 620 Ferrell Ave | Charlotte | NE | 28105 | PC | CONTRIBUTIONS | $0 |
| Covenant Day School | ||||||
| 800 Fullwood Ln | Matthews | NE | 28105 | PC | CONTRIBUTIONS | $0 |
| CRU | ||||||
| 100 Lake Hart Drvie | Orlando | FL | 32832 | PC | CONTRIBUTIONS | $15,000 |
| FCA Health Innovations 2 | ||||||
| 110 Winner Circle N | Brentwood | TN | 37027 | PC | CONTRIBUTIONS | $0 |
| First Baptist Church of Roger | ||||||
| 3364 W Pleasant Grove Rd | Rogers | AL | 72758 | PC | CONTRIBUTIONS | $0 |
| Focus on the Family | ||||||
| 8605 Explorer Drive | Colorado Springs | CA | 80920 | PC | CONTRIBUTIONS | $75,000 |
| God's Pit Crew | ||||||
| 2499 N Main St | Danville | VA | 24540 | PC | CONTRIBUTIONS | $0 |
| Guided Impact | ||||||
| 150 Fayettevile St NO 300 | Raleigh | NC | 27601 | PC | CONTRIBUTIONS | $0 |
| Justice Ministries | ||||||
| PO Box 11154 | Charlotte | NC | 28220 | PC | CONTRIBUTIONS | $0 |
| Lawrence Memorial Hospital | ||||||
| 365 Montauk Avenue | New London | CT | 06320 | PC | CONTRIBUTIONS | $0 |
| Museum of the Bible | ||||||
| 400 4th St SW | Washington | DC | 20024 | PC | CONTRIBUTIONS | $0 |
| National Kidney Foundation | ||||||
| 620 Montana Dr | Charlotte | NC | 28216 | PC | CONTRIBUTIONS | $0 |
| Sheltered Treasures | ||||||
| 1625 Seaside Rd SW | Ocean Isle Beach | NC | 28469 | PC | CONTRIBUTIONS | $0 |
| Speedway Children's Charities | ||||||
| 5555 Concord Parkway South | Concord | NC | 28027 | PC | CONTRIBUTIONS | $0 |
| The Tesori Family Foundation | ||||||
| 101 Markerside Avenue | Ponte Verda Beach | FL | 32081 | PC | CONTRIBUTIONS | $0 |
| The Fletcher School | ||||||
| 8500 Sardis RD | Charlotte | NC | 28270 | PC | Contributions | $0 |
| Camino Church | ||||||
| 201 Stetson Dr | Charlotte | NC | 28262 | PC | Contributions | $0 |
| Calvary Christian Academy | ||||||
| 5801 Pineville-Matthews Rd | Charlotte | NC | 28226 | PC | Contributions | $101,500 |
| Charlotte Latin School | ||||||
| 9502 Providence Rd | Charlotte | NC | 28277 | PC | Contributions | $10,000 |
| Christian Thinkers Society | ||||||
| 6801 W Park Blvd | Plano | TX | 75093 | PC | Contributions | $10,000 |
| College Golf Fellowship | ||||||
| 5098 Foothills Blvd Ste 3 - Unit | Roseville | CA | 95747 | PC | Contributions | $5,000 |
| ELWA Ministries Association | ||||||
| PO Box 1 | Warrenville | IL | 60555 | PC | Contributions | $0 |
| Good Fellows Club | ||||||
| 700 Parkwood Ave | Charlotte | NC | 28205 | PC | Contributions | $25,000 |
| House of Prayer NC | ||||||
| 2321 Beatties Ford Rd | Charlotte | NC | 28216 | PC | Contributions | $0 |
| InReach | ||||||
| 4530 Park Rd 300 | Charlotte | NC | 28209 | PC | Contriubtions | $0 |
| Liberty Baptist Church | ||||||
| 3000 Sam Wilson Rd | Charlotte | NC | 28214 | PC | Contributions | $0 |
| Mission CLT | ||||||
| 1310 S Tryon St 101 | Charlotte | NC | 28203 | PC | Contributions | $0 |
| One Love Tennis | ||||||
| 1406 Orange St | Wilmington | NC | 28401 | PC | Contributions | $25,000 |
| Our Daily Bread Ministries | ||||||
| PO Box 2222 | Grand Rapids | MI | 49501 | PC | Contributions | $0 |
| Pacific Life | ||||||
| 5605 Carnegie Blvd 350 | Charlotte | NC | 28209 | PC | Contributions | $0 |
| Pop's Passion | ||||||
| 11035 Golf Links Drive 77907 | Charlotte | NC | 28277 | PC | Contributions | $5,000 |
| Seed's of Hope | ||||||
| 624 Tyvola Road 103-308 | Charlotte | NC | 28217 | PC | Contributions | $0 |
| The Ronnie Sherrell Project | ||||||
| 916 E Blvd | Charlotte | NC | 28204 | PC | Contributions | $0 |
| Tot Time | ||||||
| 4921 Randolph Rd | Charlotte | NC | 28211 | PC | Contributions | $25,000 |
| Virtue Labs LLC | ||||||
| 426 South Dawson Street | Raleigh | NC | 27601 | PC | Contributions | $0 |
| Alliance Defending Freedom | ||||||
| 15100 N 90th Street | Scottsdale | AZ | 85260 | PC | Contributions | $25,000 |
| Alongside Families | ||||||
| 4329 Ashley Cir | Charlotte | NC | 28208 | PC | Contributions | $15,000 |
| Church of the Holy Cross | ||||||
| 2520 Middle Street | Sullivans Island | SC | 29482 | PC | Contributions | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,462,100 | 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 | $32,102 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,609 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $823,333 | 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 | $102,673 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $962,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $102,673 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,064,717 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GREG AND INDIA KEITH | ||||||
| 1 | 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | $1,306,677 | Yes (X) |
| Keith GST Irr TR FBO Graeme India | ||||||
| 2 | 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | $2,084,777 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $10,260,051 | EOYBookValueAmt |
| EOYFMV | $12,595,683 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,392 | LegalFeesAmt |
| Net Investment Income | $7,392 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE CONTRACTS | $5,463,919 | $5,566,592 | $3,254,360 |
| KERANETICS, LLC | $1,097 | $1,097 | $1,097 |
| FCA HEALTH INVVOVATORS | $252,503 | $252,503 | $252,503 |
| OLATEC THERAPEUTIC | $117,617 | $117,617 | $117,617 |
| VIRTUE LABS, LLC | $0 | $88,854 | $88,854 |
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 | $102,673 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO MANAGEMENT FEES | $53,710 | $53,710 |
| CHARLES SCHWAB MANAGEMENT FEES | ||
| CONSULTING FEES | $89,584 | $89,584 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith GST Irr TR FBO Graeme India | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $720 | $720 |
| AUTOMATIC EXTENSION PAYMENT | ||
| IRS PAYMENT |
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