GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101450
- Schema version
- 2015v2.1
- Note
- A later return for the same period supersedes this one.
- 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
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:48:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | % GRAEME M KEITH JR | 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 E KEITH | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 7043656000 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCY NIZINSKI | PreparerPersonNm |
| PTIN | P00295986 | PTIN |
| Phone | 7043656000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,523,516 | 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 | $3,958,621 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,031,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,377 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $358,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,502,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,442 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,482 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,307 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,035,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,035,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,096,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,035,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,405,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $575,494 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,390,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,390,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,050,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,183,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,095,479 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,653,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,111,393 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,037,585 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,278,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,684,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,523,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,278,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,684,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,278,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,684,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,278,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,684,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,278,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,405,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,684,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,684,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 3701 | $335,518 | $339,294 | -$3,739 | -$3,776 | |
| WELLS FARGO 3701 | $599,417 | $590,862 | $8,555 | $8,555 | |
| CAPITAL GAIN DIVIDENDS | $96,561 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $737,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,654,449 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.201809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $873,535 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,939,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.297177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $965,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,856,941 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.520103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $449,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,103,818 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.407631 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $519,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $729,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.711646 | DistributionYr5Rt |
| Total Distribution | 2.138366 | TotalDistributionRt |
| Average Distribution | 0.427673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,389,685 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,305,023 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,367 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,306,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,035,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,733 | SubtotalAmt |
| Tax Based On Investment Income | $2,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,105 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,105 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,628 | TaxDueAmt |
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 | 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 | GRAEME M KEITH JR | 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 |
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 |
|---|---|---|---|---|---|---|
| GRAEME M KEITH JR | ||||||
| 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | PRESIDENT | 0 | $0 |
| INDIA E KEITH | ||||||
| 5201 GORHAM DRIVE | CHARLOTTE | NC | 28226 | SECRETARY | 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 | $2,575,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $858,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,037,585 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,471,761 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,471,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,389,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,733 | TotalTaxAmt |
| Distributable Before Adj | $266,751 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,751 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,035,280 | 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 | $1,035,280 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,035,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $482,861 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $394,759 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $872,955 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $727,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $555,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,033,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,035,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $266,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $768,529 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,802,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $482,861 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,319,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $394,759 | ExcessFromYear4Amt |
| Excess From Year3 | $872,955 | ExcessFromYear3Amt |
| Excess From Year2 | $727,440 | ExcessFromYear2Amt |
| Excess From Year1 | $555,653 | ExcessFromYear1Amt |
| Excess From Current Year | $768,529 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVENTURE RESOURCES | ||||||
| 9227 HANOVER SOUTH TRAIL | CHARLOTTE | NC | 28210 | PC | CONTRIBUTION | $5,000 |
| AFRICAN CHRISTIAN OUTREACH | ||||||
| PO BOX 702001 | DALLAS | TX | 75370 | PC | CONTRIBUTION | $25,000 |
| ATHLETES IN ACTION | ||||||
| 651 TAYLOR DR | XENIA | OH | 45385 | PC | CONTRIBUTION | $500 |
| BEDS FOR KIDS | ||||||
| 1800 CAMDEN RD STE 10717 | CHARLOTTE | NC | 28203 | PC | CONTRIBUTION | $50,000 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | PC | CONTRIBUTION | $20,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 1325 W WALNUT HILL LN | IRVING | TX | 75038 | PC | CONTRIBUTION | $15,000 |
| CAPITOL COMMISSION | ||||||
| 2600 FAIRVIEW RD STE 200 | RALEIGH | NC | 27608 | PC | CONTRIBUTION | $15,000 |
| CHANGED LIVES | ||||||
| PO BOX 100 | CHATTANOOGA | TN | 37401 | PC | CONTRIBUTION | $5,000 |
| CHARLOTTE RESCUE MISSION | ||||||
| 907 W 1ST ST | CHARLOTTE | NC | 28202 | PC | CONTRIBUTION | $5,000 |
| CHESHIRE ACADEMY | ||||||
| 10 MAIN ST | CHESHIRE | CT | 06410 | PC | CONTRIBUTION | $80,000 |
| CROSSROADS MINISTRIES USA | ||||||
| 5585 ERINDALE DR STE 207 | COLORADO SPRINGS | CO | 80918 | PC | CONTRIBUTION | $50,000 |
| DILWORTH UNITED METHODIST CHURCH | ||||||
| 605 EAST BLVD | CHARLOTTE | NC | 28203 | PC | CONTRIBUTION | $1,000 |
| EDUCATION EQUALS HOPE | ||||||
| 100 MAIN ST | FORT MILL | SC | 29715 | PC | CONTRIBUTION | $10,000 |
| FAITH HOPE AND LOVE | ||||||
| 3175 S CONGRESS AVE STE 310 | PALM SPRINGS | FL | 33461 | PC | CONTRIBUTION | $25,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CONTRIBUTION | $175,000 |
| FELLOWSHIP OF CHRISTIAN COWBOYS | ||||||
| PO BOX 1210 | CANON CITY | CO | 81215 | PC | CONTRIBUTION | $5,000 |
| FIRST PRESBYTERIAN CHURCH OF GASTONIA | ||||||
| 1621 EAST GARRISON BLVD | GASTONIA | NC | 28054 | PC | CONTRIBUTION | $1,000 |
| FOCUS ON THE FAMILY | ||||||
| 8655 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | PC | CONTRIBUTION | $25,000 |
| GODS ANOINTED IN NEED | ||||||
| 58 WATER PLANT RD | OCRACOKE | NC | 27960 | PC | CONTRIBUTION | $10,000 |
| HARAMBEE MINISTRIES | ||||||
| 1609 NAVARRO AVE | PASADENA | CA | 91103 | PC | CONTRIBUTION | $10,000 |
| HARVEST CENTER CHARLOTTE | ||||||
| 1800 BREWTON DR | CHARLOTTE | NC | 28206 | PC | CONTRITBUION | $50,000 |
| HOPEWELL BAPTIST CHURCH | ||||||
| 18841 DAVIDSON CONCORD RD | DAVIDSON | NC | 28036 | PC | CONTRIBUTION | $1,000 |
| HOPE OUT LOUD | ||||||
| 1168 LAKE MEADOW LN | FOREST | VA | 24551 | PC | CONTRIBUTION | $25,000 |
| JESUS ONLINE | ||||||
| 3497 S PONDEROSA DR | GILBERT | AZ | 85297 | PC | CONTRIBUTION | $125,000 |
| LIBERTY BAPTIST CHURCH | ||||||
| 3000 SAM WILSON RD | CHARLOTTE | NC | 28214 | PC | CONTRIBUTIONS | $2,500 |
| MARANATHA HIGH SCHOOL | ||||||
| 169 S SAINT JOHN AVE | PASADENA | CA | 91105 | PC | CONTRIBUTION | $52,000 |
| MYM SERVICES | ||||||
| PO BOX 470021 | CHARLOTTE | NC | 28247 | PC | CONTRIBUTION | $25,680 |
| MASTERS COLLEGE | ||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | PC | CONTRIBUTIONS | $30,000 |
| MCCALLIE SCHOOL | ||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | PC | CONTRIBUTIONS | $17,000 |
| MISSION COMMUNITY CHURCH | ||||||
| 414 WINDSONG LN | EXTON | PA | 19341 | PC | CONTRIBUTIONS | $5,000 |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||
| 2501 OXFORD PL | CHARLOTTE | NC | 28207 | PC | CONTRIBUTIONS | $500 |
| NEWELL BAPTIST CHURCH | ||||||
| 9115 NEWELL BAPTIST CHURCH RD | CHARLOTTE | NC | 28213 | PC | CONTRIBUTIONS | $5,000 |
| SHELTERED TREASURES | ||||||
| 4223-8 PROVIDENCE RD | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $3,000 |
| SHILOH LUTHERAN CHURCH | ||||||
| 1011 SHILOH CHURCH RD | HICKORY | NC | 28601 | PC | CONTRIBUTIONS | $100 |
| SIM | ||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | PC | CONTRIBUTIONS | $30,000 |
| SPORTS FRIENDS | ||||||
| 1838 GOLD HILL RD | FORT MILL | SC | 29708 | PC | CONTRIBUTIONS | $5,000 |
| SPORTS WORKS | ||||||
| PO BOX 8031 | GREENVILLE | NC | 27835 | PC | CONTRIBUTIONS | $5,000 |
| STRAS MEMORIAL CHURCH | ||||||
| 211 N CENTRAL AVE | TAZEWELL | VA | 24651 | PC | CONTRIBUTIONS | $1,000 |
| WITH OPEN EYES | ||||||
| 4100 COCA COLA PLAZA | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $52,500 |
| YCI | ||||||
| 251 POST OFFICE DR STE 4 | INDIAN TRAIL | NC | 28079 | PC | CONTRIBUTIONS | $60,000 |
| YMCA | ||||||
| 500 E MOREHEAD ST 300 | CHARLOTTE | NC | 28202 | PC | CONTRIBUTIONS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,035,280 | 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 | $582 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,483 | 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 | $101,377 | 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 (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| INCREASE IN CASH | |
| SURRENDER VALUE | |
| OF LIFE INSURANCE | |
| CONTRACT | $358,360 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $185,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $358,360 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $543,802 | 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 | $3,958,621 | 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 | $2,900 | Amt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE CONTRACTS | Desc |
| BOY Book Value | $3,653,033 | BOYBookValueAmt |
| EOY Book Value | $4,111,393 | EOYBookValueAmt |
| EOYFMV | $2,037,585 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCREASE IN CASH SURRENDER VALUE OF LIFE | |||
| INSURANCE CONTRACTS | $358,360 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $47,482 | $47,482 |
| LEGAL FEES | $9,570 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,307 | Amt |
| Net Investment Income | $1,307 | NetInvestmentIncomeAmt |
Comments