2025-02-13T08:38:22-06:00 2023-12-31 540505857 McGuireWoods LLP P O Box 397 Richmond VA 232180397 990 2023-01-01 326402383 The Grateful Lives Foundation GRAT 3022302675 Bessemer Tr 20 Montchanin Rd 1500 Wilmington DE 19807 Bessemer Trust Trustee 3029849523 2025-02-13 1 1 Michele McKinnon P01319465 8047751000 2023 2025-03-06 01:10:19Z X Bessemer Tr 20 Montchanin Rd 1500 Wilmington DE 19807 116873003 0 X N/A X 2015 DE To support Christian-based ministries that help people live a dedicated Christian life. 7 4 0 0 0 517 35648058 42021987 0 0 9125782 13326922 0 0 44773840 55348909 22896199 12365000 0 0 210112 243563 0 0 0 35407 94030 23141718 12702593 21632122 42646316 508087059 709576436 81250 81250 508005809 709495186 To support Christian-based ministries that serve the spiritual, educational, and physical needs of people, helping them come to know the love of Christ and live a dedicated Christian life. 0 0 12365000 12365000 The Foundation made grants, totaling $12,365,000, to its supported organization, the National Christian Charitable Foundation (NCF). 12365000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 0 1 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X Bessemer Trust Company of Delaware NA 3022302675 20 Montchanin Rd 1500 Wilmington DE 19801 X Jonathan C Burrell President/Trustee 5.00 X X 0 0 0 Devon Rolf Trustee 1.00 X 0 0 0 Michael King Trustee 1.00 40.00 X 0 277185 47559 Paul Forbes Trustee 1.00 40.00 X 0 198862 33363 Kelly Shepard Trustee/Former Secretary 1.00 40.00 X 0 83512 26302 Dana Ring Secretary/Trustee 1.00 40.00 X X 0 227735 21514 Bessemer Trust Co of Delaware NA Trustee 10.00 X 243563 0 0 243563 787294 128738 0 0 1 0 0 42021987 17046788 42021987 14318900 14318900 60532116 61524094 -991978 -991978 -991978 55348909 0 0 13326922 12365000 12365000 243563 243563 64005 64005 30025 30025 12702593 12365000 337593 0 26067691 42530303 482019368 667046133 508087059 709576436 81250 81250 81250 81250 X 508005809 709495186 0 0 0 0 508005809 709495186 508087059 709576436 42646316 158843061 0 X 0 0 0 X X 1 National Christian Charitable Fdn Inc 581493949 7 1 12365000 0 1 12365000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 National Christian Charitable Foundation Inc (NCF) 11625 Rainwater Drive Suite 500 Alpharetta GA 30009 581493949 501(c)(3) 12365000 0 2023 unrestricted grant for general purposes 0 0 0 0 0 0 0 0 0 Michael King Trustee 0 246885 0 30300 0 0 0 12767 0 34792 0 324744 0 0 Dana Ring Secretary/Trustee 0 208935 0 18800 0 0 0 9800 0 11714 0 249249 0 0 Paul Forbes Trustee 0 181562 0 17300 0 0 0 8812 0 24551 0 232225 0 0 X 11 17046788 Nasdaq trading price 0 0 0 Form 990, Part VI, Section A, line 2 Michael King, Paul Forbes, Kelly Shepard and Dana Ring are all employees of NCF, the supported organization. Form 990, Part VI, Section A, line 7a NCF, the supported organization, has the right to remove any NCF trustee and appoint any individual who is not a disqualified person with respect to the foundation as a successor NCF trustee. The individual family trustees have the right to remove the corporate trustee and appoint any bank or trust company having trust powers as a successor family trustee. The individual family trustees also have the right to appoint a successor trustee for any family trustee. Form 990, Part VI, Section A, line 8b The Foundation did not have any committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b Prior to filing the Form 990, a copy of the return is provided to Bessemer Trust Company, Jonathan C. Burrell and Dana Ring for their review. Form 990, Part VI, Section B, line 12c Form 990, Section B, Line 12c: The Foundation requires all Trustees to sign an Annual Conflict of Interest Policy and 990 Trustee and Officer Disclosure. Form 990, Part VI, Section C, line 19 The Foundation has not made its governing documents, conflict of interest policy,and financial statements available to the public during the tax year nor has there been any requests for these documents. Form 990, Part VII, Compensation Michael King, Paul Forbes, Kelly Shepard, and Dana Ring are employed by National Christian Charitable Foundation, Inc. ("NCF")- EIN 58-1493949, the supported organization of the Foundation. Amended Return Explanation The 2023 Form 990 for The Grateful Lives Foundation is being amended to update the answers to questions on Page 5, Part V, Lines 3a and 3b. In September 2024, the Foundation received the 2023 Schedule K-1 for Fifth Avenue Private Equity 17 LLC. The Schedule K-1 reported $1,520 of UBTI which required Form 990-T to be filed and Lines 3a and 3b to be answered yes. The UBTI information was not included on the draft Schedule K-1 received in April 2024. Page 12, Part XI, Line 5 - Net unrealized gain on investments was changed from $158,843,063 to $158,843,061 to correct a rounding issue in the Net assets at the end of year on Part XI, Line 10. National Christian Charitable Foundation Inc (NCF) 11625 Rainwater Drive Suite 500 Alpharetta GA 30009 581493949 Grantmaking GA 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part II See National Christian Charitable Foundation, Inc. (EIN 58-1493949) Form 990 for a comprehensive list of all related organizations.