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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-13T07:31:46-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PESTA FINNIE & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16826 MORRISON BLVDAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28211ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202016795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREG AND INDIA KEITH FOUNDATIONBusinessNameLine1
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 DRIVEAddressLine1
Address Line2SuiteAddressLine2
CityCHARLOTTECity
StateNCState
ZIP Code28226ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonINDIA KEITHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7043656000PhoneNum
Signature2014-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone7043641829PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,220,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,087,430ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$143InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$143InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,522DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$256,641GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,659CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$279,696OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,436,450TotalRevAndExpnssAmt
Total Net Invst Incm$69,324TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,836OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,836OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$656TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26,442TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,492TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$873,535ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$873,535ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$899,977TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,492TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$873,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$536,473ExcessRevenueOverExpensesAmt
Net Investment Income$43,832NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,735,339SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$248,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$248,328SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$2,543,787CorporateStockEOYAmt
Corporate Stock EOYFMV$2,649,144CorporateStockEOYFMVAmt
Other Assets BOY$2,393,767OtherAssetsBOYAmt
Other Assets EOY$2,873,464OtherAssetsEOYAmt
Other Assets EOYFMV$1,323,464OtherAssetsEOYFMVAmt
Total Assets BOY$5,129,106TotalAssetsBOYAmt
Total Assets EOY$5,665,579TotalAssetsEOYAmt
Total Assets EOYFMV$4,220,936TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,129,106RetainedEarningBOYAmt
Retained Earning EOY$5,665,579RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,129,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,665,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,129,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,665,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,129,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$536,473ExcessRevenueOverExpensesAmt
Subtotal$5,665,579SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,665,579TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO 3701$232,258$210,982$21,276$21,276
CAPITAL GAIN DIVIDENDS$24,383P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,659CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$965,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,856,941NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.520103DistributionYr1Rt
Adjusted Qlfy Distri Yr2$449,950AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,103,818NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.407631DistributionYr2Rt
Adjusted Qlfy Distri Yr3$519,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$729,787NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.711646DistributionYr3Rt
Adjusted Qlfy Distri Yr4$572,670AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$628,568NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.911071DistributionYr4Rt
Adjusted Qlfy Distri Yr5$861,862AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$570,209NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.511484DistributionYr5Rt
Total Distribution4.061935TotalDistributionRt
Average Distribution0.812387AverageDistributionRt
Net Vl Noncharitable Assets$2,939,448NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,387,969AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$438NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,388,407AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$873,535QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$877InvestmentIncomeExciseTaxAmt
Subtotal$877SubtotalAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$123OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$123RefundAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
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 JRBusinessNameLine1
FieldValueIRS element (for citing)
Phone7043646105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15201 GORHAM DRIVEAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28226ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GRAEME M KEITH JR
5201 GORHAM DRIVECHARLOTTENC28226PRESIDENT0$0
INDIA E KEITH
5201 GORHAM DRIVECHARLOTTENC28226SECRETARY0$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$1,112,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$548,446AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,323,464FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,984,211TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,984,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,763CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,939,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,972MinimumInvestmentReturnAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Total Tax$877TotalTaxAmt
Distributable Before Adj$146,095DistributableBeforeAdjAmt
Distributable Before Ded$146,095DistributableBeforeDedAmt
Distributable As Adjusted$146,095DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$873,535ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$873,535QualifyingDistributionsAmt
Adjusted Qualifying Distri$873,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,095DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$833,390ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$541,242ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$482,861ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$394,759ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$872,955ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,125,207TotalExcessDistributionCyovAmt
Qualifying Distributions$873,535QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$146,095AppliedToCurrentYearAmt
Remaining Distri From Corpus$727,440RemainingDistriFromCorpusAmt
Total Corpus$3,852,647TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$833,390ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,019,257ExcessDistriCyovToNextYrAmt
Excess From Year4$541,242ExcessFromYear4Amt
Excess From Year3$482,861ExcessFromYear3Amt
Excess From Year2$394,759ExcessFromYear2Amt
Excess From Year1$872,955ExcessFromYear1Amt
Excess From Current Year$727,440ExcessFromCurrentYearAmt
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 DRIVEAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28211ZIPCode
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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVENTURE RESOURCES
PO BOX 473082CHARLOTTENC28247PCCONTRIBUTION$5,000
AFRICAN CHRISTIAN CHURCH
PO BOX 702001DALLASTX75370PCCONTRIBUTION$25,000
APARTMENT LIFE
610 S INDUSTRIAL BLVD SUITE 170EULESSTX76040PCCONTRIBUTION$3,000
ATHLETES IN ACTION
651 TAYLOR DRXENIAOH45385PCCONTRIBUTION$500
BARIUM SPRINGS
PO BOX 1BARIUM SPRINGSNC28010PCCONTRIBUTION$1,000
BILLY GRAHAM ORGANIZATION
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201PCCONTRIBUTION$250,000
CAPITOL COMMISSION
PO BOX 63118CHARLOTTENC28263PCCONTRIBUTION$5,000
CHANGED LIVES
PO BOX 100CHATTANOOGATN37401PCCONTRIBUTION$10,000
CHESHIRE ACADEMY
10 MAIN STREETCHESIRECT06410PCCONTRIBUTION$37,500
FCA
8701 LEEDS RDKANSAS CITYMO64129PCCONTRIBUTION$50,000
FIRST BAPTIST CHURCH
301 SOUTH DAVIDSON STCHARLOTTENC28202PCCONTRIBUTION$500
FIRST PRESBYTERIAN CHURCH
200 W TRADE STCHARLOTTENC28202PCCONTRIBUTION$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920PCCONTRIBUTION$25,000
FOREST HILL CHURCH
7224 PARK RDCHARLOTTENC28210PCCONTRIBUTION$100,000
HARAMBEE MINISTRY
1609 NAVARRO AVEPASADENACA91103PCCONTRIBUTION$15,000
HOPE OUT LOUD
PO BOX 2366FORESTVA24551PCCONTRIBUTION$10,000
JESUS ONLINE
5482 BEACH BLUFF DRFREELANDWA98249PCCONTRIBUTION$50,000
MCCALLIE SCHOOL INC
500 DODDS AVECHATTANOOGATN37404PCCONTRIBUTION$12,000
MARANATHA HIGH SCHOOL
169 S ST JOHN AVEPASADENACA91104PCCONTRIBUTION$83,000
MISSIONARY ATHLETES INTERNATIONAL
PO BOX 1889LA MIRADACA90637PCCONTRIBUTION$1,000
PROGRESSIVE BAPTIST
1600 CLANTON RDCHARLOTTENC28208PCCONTRIBUTION$1,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCCONTRIBUTION$75,000
SCB INTERNATIONAL
16601 WEST 142ND PLACEOLATHEKS66062PCCONTRIBUTION$7,270
SIERRA MADRE CHURCH
170 WEST SIERRA MADRE BLVDSIERRA MADRECA91024PCCONTRITBUION$1,000
SOUTHMINSTER FOUNDATION
12250 SW DENNEYBEAVERTONOR97008PCCONTRIBUTION$500
SHELTERED TREASURES
4223 PROVIDENCE RDCHARLOTTENC28211PCCONTRIBUTION$2,500
SIM
14830 CHOATE CIRCHARLOTTENC28273PCCONTRIBUTION$5,000
WITH OPEN EYES
4100 COCA-COLA PLAZACHARLOTTENC28211PCCONTRIBUTIONS$75,000
YCI
251 POST OFFICE DRINDIAN TRAILNC28079PCCONTRIBUTION$14,765
YMCA
101 N WACKER DRCHICAGOIL60606PCCONTRIBUTION$6,000
MYERS PARK PRESBYTERIAN CHURCH
2501 OXFORD PLCHARLOTTENC28207PCCONTRIBUTIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$873,535TotalGrantOrContriPdDurYrAmt

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$143ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,522ExclusionAmt
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$45,659ExclusionAmt
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$279,696

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$69,324ExclusionAmt
Related Or Exempt Function Incm$279,696RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,020TotalIncomeProducingActyAmt

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 DRIVEAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28226ZIPCode
FieldValueIRS element (for citing)
Total Contributions$1,087,430TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt

Depreciation Schedule DepreciationSchedule

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE CONTRACTSDesc
BOY Book Value$2,393,767BOYBookValueAmt
EOY Book Value$2,873,464EOYBookValueAmt
EOYFMV$1,323,464EOYFMVAmt

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$279,696$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$656Amt
Net Investment Income$656NetInvestmentIncomeAmt

Comments

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