GREG AND INDIA KEITH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND INDIA KEITH FOUNDATION (EIN 20-2016795)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201412259349100401
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T07:31:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESTA FINNIE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6826 MORRISON BLVD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28226 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INDIA KEITH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7043656000 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043641829 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,220,936 | 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 | $1,087,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,659 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $279,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,436,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,324 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $950 | 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 | $24,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,836 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $656 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $873,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $873,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $873,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $536,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,832 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,735,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,328 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,543,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,649,144 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,393,767 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,873,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,323,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,129,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,665,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,220,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,129,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,665,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,129,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,665,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,129,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,665,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,129,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $536,473 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,665,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,665,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 3701 | $232,258 | $210,982 | $21,276 | $21,276 | |
| CAPITAL GAIN DIVIDENDS | $24,383 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,659 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $965,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,856,941 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.520103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $449,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,103,818 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.407631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $519,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $729,787 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.711646 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $572,670 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $628,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.911071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $861,862 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $570,209 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.511484 | DistributionYr5Rt |
| Total Distribution | 4.061935 | TotalDistributionRt |
| Average Distribution | 0.812387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,939,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,387,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $438 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,388,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $873,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $877 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $877 | SubtotalAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $123 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $123 | RefundAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28226 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,112,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,446 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,323,464 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,984,211 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,984,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,939,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $877 | TotalTaxAmt |
| Distributable Before Adj | $146,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $873,535 | 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 | $873,535 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $873,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $833,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $541,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $482,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $394,759 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $872,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,125,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $873,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $146,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $727,440 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,852,647 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $833,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,019,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $541,242 | ExcessFromYear4Amt |
| Excess From Year3 | $482,861 | ExcessFromYear3Amt |
| Excess From Year2 | $394,759 | ExcessFromYear2Amt |
| Excess From Year1 | $872,955 | ExcessFromYear1Amt |
| Excess From Current Year | $727,440 | 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 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28211 | ZIPCode |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVENTURE RESOURCES | ||||||
| PO BOX 473082 | CHARLOTTE | NC | 28247 | PC | CONTRIBUTION | $5,000 |
| AFRICAN CHRISTIAN CHURCH | ||||||
| PO BOX 702001 | DALLAS | TX | 75370 | PC | CONTRIBUTION | $25,000 |
| APARTMENT LIFE | ||||||
| 610 S INDUSTRIAL BLVD SUITE 170 | EULESS | TX | 76040 | PC | CONTRIBUTION | $3,000 |
| ATHLETES IN ACTION | ||||||
| 651 TAYLOR DR | XENIA | OH | 45385 | PC | CONTRIBUTION | $500 |
| BARIUM SPRINGS | ||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | PC | CONTRIBUTION | $1,000 |
| BILLY GRAHAM ORGANIZATION | ||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | PC | CONTRIBUTION | $250,000 |
| CAPITOL COMMISSION | ||||||
| PO BOX 63118 | CHARLOTTE | NC | 28263 | PC | CONTRIBUTION | $5,000 |
| CHANGED LIVES | ||||||
| PO BOX 100 | CHATTANOOGA | TN | 37401 | PC | CONTRIBUTION | $10,000 |
| CHESHIRE ACADEMY | ||||||
| 10 MAIN STREET | CHESIRE | CT | 06410 | PC | CONTRIBUTION | $37,500 |
| FCA | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | CONTRIBUTION | $50,000 |
| FIRST BAPTIST CHURCH | ||||||
| 301 SOUTH DAVIDSON ST | CHARLOTTE | NC | 28202 | PC | CONTRIBUTION | $500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 200 W TRADE ST | CHARLOTTE | NC | 28202 | PC | CONTRIBUTION | $1,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | PC | CONTRIBUTION | $25,000 |
| FOREST HILL CHURCH | ||||||
| 7224 PARK RD | CHARLOTTE | NC | 28210 | PC | CONTRIBUTION | $100,000 |
| HARAMBEE MINISTRY | ||||||
| 1609 NAVARRO AVE | PASADENA | CA | 91103 | PC | CONTRIBUTION | $15,000 |
| HOPE OUT LOUD | ||||||
| PO BOX 2366 | FOREST | VA | 24551 | PC | CONTRIBUTION | $10,000 |
| JESUS ONLINE | ||||||
| 5482 BEACH BLUFF DR | FREELAND | WA | 98249 | PC | CONTRIBUTION | $50,000 |
| MCCALLIE SCHOOL INC | ||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | PC | CONTRIBUTION | $12,000 |
| MARANATHA HIGH SCHOOL | ||||||
| 169 S ST JOHN AVE | PASADENA | CA | 91104 | PC | CONTRIBUTION | $83,000 |
| MISSIONARY ATHLETES INTERNATIONAL | ||||||
| PO BOX 1889 | LA MIRADA | CA | 90637 | PC | CONTRIBUTION | $1,000 |
| PROGRESSIVE BAPTIST | ||||||
| 1600 CLANTON RD | CHARLOTTE | NC | 28208 | PC | CONTRIBUTION | $1,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | CONTRIBUTION | $75,000 |
| SCB INTERNATIONAL | ||||||
| 16601 WEST 142ND PLACE | OLATHE | KS | 66062 | PC | CONTRIBUTION | $7,270 |
| SIERRA MADRE CHURCH | ||||||
| 170 WEST SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | PC | CONTRITBUION | $1,000 |
| SOUTHMINSTER FOUNDATION | ||||||
| 12250 SW DENNEY | BEAVERTON | OR | 97008 | PC | CONTRIBUTION | $500 |
| SHELTERED TREASURES | ||||||
| 4223 PROVIDENCE RD | CHARLOTTE | NC | 28211 | PC | CONTRIBUTION | $2,500 |
| SIM | ||||||
| 14830 CHOATE CIR | CHARLOTTE | NC | 28273 | PC | CONTRIBUTION | $5,000 |
| WITH OPEN EYES | ||||||
| 4100 COCA-COLA PLAZA | CHARLOTTE | NC | 28211 | PC | CONTRIBUTIONS | $75,000 |
| YCI | ||||||
| 251 POST OFFICE DR | INDIAN TRAIL | NC | 28079 | PC | CONTRIBUTION | $14,765 |
| YMCA | ||||||
| 101 N WACKER DR | CHICAGO | IL | 60606 | PC | CONTRIBUTION | $6,000 |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||
| 2501 OXFORD PL | CHARLOTTE | NC | 28207 | PC | CONTRIBUTIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $873,535 | 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 | $143 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,522 | 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 | $45,659 | 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 | $279,696 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $279,696 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,020 | 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 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,087,430 | 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 | $950 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE CONTRACTS | Desc |
| BOY Book Value | $2,393,767 | BOYBookValueAmt |
| EOY Book Value | $2,873,464 | EOYBookValueAmt |
| EOYFMV | $1,323,464 | 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 | $279,696 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $656 | Amt |
| Net Investment Income | $656 | NetInvestmentIncomeAmt |
Comments