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GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349101657
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T10:23:10-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 MORRISON BLVDAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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% GRAEME M KEITH JRInCareOfNm
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
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE I PRITCHETTPreparerPersonNm
PTINP00701181PTIN
Phone7043641829PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.172.95.242IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id56590920173195000007FederalOriginalSubmissionId
Federal Original Submission Id2017-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id10C87829AF1BB11E4E23A0CECEAD2ABD22E9F98FAtSubmissionCreationDeviceId
At Submission Filing Device Id10C87829AF1BB11E4E23A0CECEAD2ABD22E9F98FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,975,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$783,043ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20,826InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,826InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,392DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,392DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,502NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,303,733GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$144,522OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$996,281TotalRevAndExpnssAmt
Total Net Invst Incm$83,218TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,561OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,561OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,199TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,199TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$51,760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,760TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,544,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,544,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,596,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,760TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,544,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$599,929ExcessRevenueOverExpensesAmt
Net Investment Income$33,458NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,390,452SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$132,096SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$132,096SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,183,011CorporateStockBOYAmt
Corporate Stock EOY$5,337,029CorporateStockEOYAmt
Corporate Stock EOYFMV$5,331,575CorporateStockEOYFMVAmt
Other Assets BOY$4,111,393OtherAssetsBOYAmt
Other Assets EOY$4,615,803OtherAssetsEOYAmt
Other Assets EOYFMV$2,512,192OtherAssetsEOYFMVAmt
Total Assets BOY$10,684,856TotalAssetsBOYAmt
Total Assets EOY$10,084,928TotalAssetsEOYAmt
Total Assets EOYFMV$7,975,863TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$10,684,856RetainedEarningBOYAmt
Retained Earning EOY$10,084,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,684,856TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,084,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,684,856TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,084,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,684,856TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$599,929ExcessRevenueOverExpensesAmt
Subtotal$10,084,927SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,084,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtHow AcquiredHowAcquiredCd
WELLS FARGO 3701$819,185$857,920-$38,735-$38,735
WELLS FARGO 3701$395,458$432,457-$36,563-$36,999
1,000 SHS COLFAX CORPORATION$37,507$28,294$9,213$9,2132016-07-182016-11-15
CAPITAL GAIN DIVIDENDS$51,583P
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,502CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,035,280AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,389,685NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.192085DistributionYr1Rt
Adjusted Qlfy Distri Yr2$737,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,654,449NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.201809DistributionYr2Rt
Adjusted Qlfy Distri Yr3$873,535AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,939,448NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.297177DistributionYr3Rt
Adjusted Qlfy Distri Yr4$965,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,856,941NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.520103DistributionYr4Rt
Adjusted Qlfy Distri Yr5$449,950AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,103,818NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.407631DistributionYr5Rt
Total Distribution1.618805TotalDistributionRt
Average Distribution0.323761AverageDistributionRt
Net Vl Noncharitable Assets$6,571,460NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,127,582AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$335NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,127,917AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,544,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$669InvestmentIncomeExciseTaxAmt
Subtotal$669SubtotalAmt
Tax Based On Investment Income$669TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Overpayment$2,331OverpaymentAmt
Applied To ES Tax$2,331AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 Line1GRAEME M KEITH JRBusinessNameLine1Txt
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

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$3,275,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,214,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,182,107FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,671,533TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,671,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,571,460NetVlNoncharitableAssetsAmt
Minimum Investment Return$328,573MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$328,573MinimumInvestmentReturnAmt
Tax Based On Investment Income$669TaxBasedOnInvestmentIncomeAmt
Total Tax$669TotalTaxAmt
Distributable Before Adj$327,904DistributableBeforeAdjAmt
Distributable Before Ded$327,904DistributableBeforeDedAmt
Distributable As Adjusted$327,904DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,544,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,544,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,544,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$327,904DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$394,759ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$872,955ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$727,440ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$555,653ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$768,529ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,319,336TotalExcessDistributionCyovAmt
Qualifying Distributions$1,544,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$327,904AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,216,546RemainingDistriFromCorpusAmt
Total Corpus$4,535,882TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$394,759ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,141,123ExcessDistriCyovToNextYrAmt
Excess From Year4$872,955ExcessFromYear4Amt
Excess From Year3$727,440ExcessFromYear3Amt
Excess From Year2$555,653ExcessFromYear2Amt
Excess From Year1$768,529ExcessFromYear1Amt
Excess From Current Year$1,216,546ExcessFromCurrentYearAmt
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 MaterialsTHE 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 DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A PLACE OF HOPE
PO BOX 2327ORLANDOFL32802PCCONTRIBUTION$20,000
ADVENTURE RESOURCES
9227 HANOVER SOUTH TRLCHARLOTTENC28210PCCONTRIBUTION$2,500
APARTMENT LIFE
610 S INDUSTRIAL BLVD STE 170EULESSTX76040PCCONTRIBUTION$2,500
ART WITHIN
188 ANDERSON ST SE STE 125MARIETTAGA30060PCCONTRIBUTION$10,000
BEDS FOR KIDS
1800 CAMDEN RD STE 10717CHARLOTTENC28203PCCONTRIBUTION$5,000
BOYS AND GIRLS CLUB
PO BOX 127LAKE WACCAMAWNC28450PCCONTRIBUTION$1,000
CAPITOL COMMISSION
2600 FAIRVIEW RD STE 200RALEIGHNC27608PCCONTRIBUTION$25,000
CARMEL BAPTIST CHURCH
1145 PINEVILLE MATTHEW RDMATTHEWSNC28105PCCONTRIBUTION$25,000
CATAWBA RIVERKEEPER FOUNDATION
715 N CHURCH ST120CHARLOTTENC28202PCCONTRIBUTION$2,500
CENTRAL UNITED METHODIST CHURCH
801 S HAYNE STMONROENC28112PCCONTRIBUTION$500
CHARLOTTE RESCUE MISSION
907 W 1ST STCHARLOTTENC28202PCCONTRIBUTION$5,000
CHESHIRE ACADEMY
10 MAIN STCHESHIRECT06410PCCONTRIBUTION$41,000
CHILDRENS SCHOLARSHIP FUND
220 N TRYON STCHARLOTTENC28202PCCONTRIBUTION$2,500
CLIMB
PO BOX 11678CHARLOTTENC28220PCCONTRIBUTION$50,000
COLLEGE GOLF FELLOWSHIP
5098 FOOTHILL BLVD 3 UNIT 138ROSEVILLECA95747PCCONTRIBUTION$15,000
CRU
100 LAKE HART DRIVEORLANDOFL32832PCCONTRIBUTION$12,000
EDUCATION EQUALS HOPE
100 MAIN STFORT MILLSC29715PCCONTRIBUTION$10,000
FAITH HOPE LOVE
3175 S CONGRESS AVE STE 310PALM SPRINGSFL33461PCCONTRIBUTION$10,000
FAITH MEMORIAL BAPTIST
211 LAKEWOOD AVECHARLOTTENC28208PCCONTRIBUTION$7,500
FELLOWSHIP OF CHRISITAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129PCCONTRIBUTION$100,000
FINISH THE WALL
10801 JOHNSTON RD STE 105CHARLOTTENC28226PCCONTRITBUION$10,000
THE FLETCHER SCHOOL
8500 SARDIS RDCHARLOTTENC28270PCCONTRIBUTION$30,000
FOCUS ON THE FAMILY
8655 EXPLORER DRCOLORADO SPRINGSCO80920PCCONTRIBUTION$25,000
GOD IS HOPE
1948 SW PROVIDENCE PLPORT ST LUCIEFL34953PCCONTRIBUTION$25,000
GOOD FELLOWS
700 PARKWOOD AVECHARLOTTENC28205PCCONTRIBUTIONS$25,000
HARAMBEE MINISTRIES
1609 NAVARRO AVEPASADENACA91103PCCONTRIBUTION$10,000
HARRIS YMCA
5900 QUAIL HOLLOW RDCHARLOTTENC28210PCCONTRIBUTION$5,000
HARVEST CENTER
1800 BREWTON DRCHARLOTTENC28206PCCONTRIBUTIONS$50,000
HOPE OUT LOUD
1168 LAKE MEADOW LNFORESTVA24551PCCONTRIBUTIONS$50,000
JACKSON PARK MINISTRIES
5415 AIRPORT DRCHARLOTTENC28208PCCONTRIBUTIONS$5,000
JESUS ONLINE
3497 S PONDEROSA DRGILBERTAZ85297PCCONTRIBUTIONS$125,000
JONI AND FRIENDS
30009 LADYFACE CTAGOURA HILLSCA91301PCCONTRIBUTIONS$5,000
LIBERTY BAPTIST
3000 SAM WILSON RDCHARLOTTENC28214PCCONTRIBUTIONS$5,000
MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404PCCONTRIBUTIONS$260,000
MUSEUM OF THE BIBLE
7507 SW 44TH STOKLAHOMA CITYOK73179PCCONTRIBUTIONS$100,000
MYERS PARK PRESBYTERIAN CHURCH
2501 OXFORD PLCHARLOTTENC28207PCCONTRIBUTIONS$250
MYERS PARK PRESBYTERIAN TRINITY LITTLE LEAGUE
3400 RANDOLPH RDCHARLOTTENC28211PCCONTRIBUTIONS$60,000
ON EAGLES WINGS
PO BOX 38587CHARLOTTENC28278PCCONTRIBUTIONS$50,000
PROVIDENCE HOMES
PO BOX 11042SOUTHPORTNC28461PCCONTRIBUTIONS$10,000
REFORMED THEOLOGICAL SEMINARY
2101 CARMEL RDCHARLOTTENC28226PCCONTRIBUTIONS$25,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607PCCONTRIBUTIONS$25,000
SIM
14830 CHOATE CIRCLECHARLOTTENC28273PCCONTRIBUTIONS$65,000
WATER4
2405 NW 10TH STOKLAHOMA CITYOK73107PCCONTRIBUTIONS$25,000
WITH OPEN EYES
4100 COCA COLA PLAZACHARLOTTENC28211PCCONTRIBUTIONS$50,000
YCI
251 POST OFFICE DR STE 4INDIAN TRAILNC28079PCCONTRIBUTIONS$155,200
YMCA
500 E MOREHEAD ST 300CHARLOTTENC28202PCCONTRIBUTIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,544,450TotalGrantOrContriPdDurYrAmt

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$20,826ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,392ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$14,502ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
INCREASE IN CASH
SURRENDER VALUE
OF LIFE INSURANCE
CONTRACT$144,522

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,716ExclusionAmt
Related Or Exempt Function Incm$144,522RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,238TotalIncomeProducingActyAmt

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$783,043TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LIFE INSURANCE CONTRACTS$4,111,393$4,285,718$2,182,107
KERANETICS, LLC$0$330,085$330,085

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCREASE IN CASH SURRENDER VALUE OF LIFE
INSURANCE CONTRACTS$144,522$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
WELLS FARGO MANAGEMENT FEES$46,297$46,297
CHARLES SCHWAB MANAGEMENT FEES$2,264$2,264

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,199Amt
Net Investment Income$1,199NetInvestmentIncomeAmt

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