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Nonprofit · EIN 20-2016795

GREG AND INDIA KEITH FOUNDATION

Tax-exempt · CHARLOTTE, NC 28226

Financials

$2.9M$2.8M2023$4.5M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of GREG AND INDIA KEITH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,456,171$2,613,506$1,842,665$17,912,669$0$17,912,669
December 31, 2023990-PF$2,889,858$2,836,324$53,534$16,070,004$0$16,070,004
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,391,454
Dividends
$106,609
Interest
$32,102
Net gain from sales of assets
$823,333
Other income
$102,673

Expenses

Grants and similar amounts paid
$2,462,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,462,100
Excise tax on investment income
$11,268

Balance sheet and other

Total assets, start of year
$16,070,004
Total assets, end of year
$17,912,669
Total liabilities, end of year
$0
Net assets, end of year
$17,912,669
Fair market value of assets
$17,936,069
Qualifying distributions
$2,462,100
Net investment income
$962,044

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
GRAEME M KEITH JR
5201 GORHAM DRIVE, CHARLOTTE, NC 28226
PRESIDENT0$0
INDIA E KEITH
5201 GORHAM DRIVE, CHARLOTTE, NC 28226
SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GRAEME M KEITH JR
5201 GORHAM DRIVE, CHARLOTTE, NC 28226
PRESIDENT0$0
INDIA E KEITH
5201 GORHAM DRIVE, CHARLOTTE, NC 28226
SECRETARY0$0

Address and contacts

Address (IRS master file)
5201 GORHAM DR, CHARLOTTE, NC 28226-6407
In care of
% INDIA KEITH
Signed the 990-PF
INDIA KEITH, secretary
Phone
(704) 364-6105
Return prepared by
PESTA FINNIE & ASSOCIATES LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2016795
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,912,669
Income (IRS master file)
$11,310,339

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,456,171$2,613,506$17,912,669IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$2,889,858$2,836,324$16,070,004XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2016795).

Questions about GREG AND INDIA KEITH FOUNDATION

What is the EIN of GREG AND INDIA KEITH FOUNDATION?
The employer identification number (EIN) of GREG AND INDIA KEITH FOUNDATION is 20-2016795.
Is GREG AND INDIA KEITH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to GREG AND INDIA KEITH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GREG AND INDIA KEITH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GREG AND INDIA KEITH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREG AND INDIA KEITH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of GREG AND INDIA KEITH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does GREG AND INDIA KEITH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,456,171, expenses of $2,613,506 and total assets of $17,912,669 at year end.

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