THE DUKE ENERGY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE DUKE ENERGY FOUNDATION (EIN 58-1586283)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202433119349101688
Schema version
2023v5.1
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)
Return2024-11-06T15:51:35-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 METROPOLITAN AVE STE 900AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581586283EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUKE ENERGY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUKEBusinessNameControlTxt
Phone7043827200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 SOUTH TRYON STREET DEP12AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN MILLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7043827200PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELANIE MCPEAKPreparerPersonNm
PTINP01346034PTIN
Phone7043771678PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,181,774FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,528ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,031,898InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,031,898InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,553OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$8,553OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,079,979TotalRevAndExpnssAmt
Total Net Invst Incm$1,031,898TotalNetInvstIncmAmt
Total Adj Net Incm$8,553TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,238AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,238AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$5,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,238TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,657,641ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,657,641ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,662,879TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,662,879TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,582,900ExcessRevenueOverExpensesAmt
Net Investment Income$1,031,898NetInvestmentIncomeAmt
Adjusted Net Income$8,553AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$756,416CashBOYAmt
Cash EOY$1,594,761CashEOYAmt
Cash EOYFMV$1,594,761CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,008,258SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,587,013SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,587,013SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$34,764,674TotalAssetsBOYAmt
Total Assets EOY$6,181,774TotalAssetsEOYAmt
Total Assets EOYFMV$6,181,774TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$34,764,674RetainedEarningBOYAmt
Retained Earning EOY$6,181,774RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$34,764,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,181,774TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,764,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,181,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,764,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,582,900ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,181,774SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,181,774TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,343InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,343SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,343TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,272EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,272TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$12,071TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DUKE-ENERGY.COM/FOUNDATIONWebsiteAddressTxt
Individual With BooksJONATHAN MILLERIndividualWithBooksNm
Phone9803738711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 SOUTH TRYON ST DEP12AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY STRECKER
526 SOUTH CHURCH STREETCHARLOTTENC28202PRESIDENT1.00$0$0$0
DOMINIQUE JOHNSON
526 SOUTH CHURCH STREETCHARLOTTENC28202VICE PRESIDENT1.00$0$0$0
JONATHAN MILLER
525 SOUTH TRYON STCHARLOTTENC28202TREASURER1.00$0$0$0
MIKE HENDERSHOTT
526 SOUTH CHURCH STREETCHARLOTTENC28202ASSISTANT TREASURER1.00$0$0$0
LINDSAY SCHALL
550 SOUTH TRYONCHARLOTTENC28202SECRETARY1.00$0$0$0
JULIE S JANSON
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
KODWO GHARTEY-TAGOE
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
STEVEN K YOUNG
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
BRIAN D SAVOY
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
HARRY K SIDERIS
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
DHIAA M JAMIL
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
LOUIS RENJEL
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
RON RISING
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
ALEX GLENN
550 SOUTH TRYONCHARLOTTENC28202TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,371,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,371,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,371,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$350,566CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,020,491NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,151,025MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,151,025MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,343TaxBasedOnInvestmentIncomeAmt
Total Tax$14,343TotalTaxAmt
Distributable Before Adj$1,136,682DistributableBeforeAdjAmt
Recoveries Qualfied Distri$8,553RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,145,235DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,145,235DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,662,879ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,662,879QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,145,235DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,159,020ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,205,756ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,550,012ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,146,498ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,909,752ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$152,971,038TotalExcessDistributionCyovAmt
Qualifying Distributions$29,662,879QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,145,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,517,644RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$181,488,682TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$31,159,020ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$150,329,662ExcessDistriCyovToNextYrAmt
Excess From Year4$31,205,756ExcessFromYear4Amt
Excess From Year3$32,550,012ExcessFromYear3Amt
Excess From Year2$27,146,498ExcessFromYear2Amt
Excess From Year1$30,909,752ExcessFromYear1Amt
Excess From Current Year$28,517,644ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
SUSAN FRANCIS
526 S CHURCH STREETCHARLOTTENC282027043828195THE DUKE ENERGY SCHOLARS PROGRAM IS INDEPENDENTLY ADMINISTERED BY SCHOLARSHIP MANAGEMENT SERVICES, A DIVISION OF SCHOLARSHIP AMERICA. SCHOLARSHIP MANAGEMENT SERVICES IS THE NATION'S LARGEST DESIGNER AND MANAGER OF SCHOLARSHIP AND TUITION REIMBURSEMENT PROGRAMS FOR CORPORATIONS, FOUNDATIONS, ASSOCIATIONS AND INDIVIDUALS. SCHOLARSHIP MANAGEMENT SERVICES IS NOT AFFILIATED WITH DUKE ENERGY CORPORATION OR FOUNDATION. AWARDS ARE GRANTED WITHOUT REGARD TO RACE, COLOR, CREED, RELIGION, SEXUAL ORIENTATION, AGE, GENDER, DISABILITY OR NATIONAL ORIGIN.APPLICATIONS ACCEPTED BETWEEN 9/01 AND 12/01 EACH YEAREACH YEAR, DUKE ENERGY SCHOLARSHIPS ARE AWARDED TO GRADUATING HIGH SCHOOL/SECONDARY SCHOOL SENIORS WHO ARE DEPENDENT CHILDREN OF QUALIFIED EMPLOYEES, RETIREES OR SURVIVING SPOUSES/DOMESTIC PARTNERS OF DECEASED EMPLOYEES OF DUKE ENERGY CORPORATION. THE SCHOLARSHIPS ARE MERIT-BASED WITH CONSIDERATION GIVEN TO ACADEMIC RECORD, LEADERSHIP AND PARTICIPATION IN SCHOOL AND COMMUNITY ACTIVITIES, HONORS AND AWARDS, ADULT APPRAISAL, WORK EXPERIENCE, A STATEMENT OF EDUCATIONAL AND CAREER GOALS AND UNUSUAL CIRCUMSTANCES.
SUSAN FRANCIS
526 S CHURCH STREETCHARLOTTENC282027043828195APPLICATIONS SHOULD BE COMPLETED ONLINE AT WWW.DUKE-ENERGY.COM/COMMUNITY/FOUNDATION/ONLINE-GRANT-APPLICATION.ASP. PROPOSALS SHOULD CLEARLY DESCRIBE THE PROJECT'S INTENT, NEED AND QUANTIFIABLE RESULTS. THE STAFF AND TRUSTEES WILL REVIEW SUBMITTED PROPOSALS, SEEKING PROJECTS AND PROGRAMS WITH STRONG POTENTIAL TO DEMONSTRATE LONG-LASTING POSITIVE INFLUENCE AND IMPACT ON THE PEOPLE OF THE COMMUNITIES DUKE ENERGY SERVES.ANY TIME OF THE YEARTHE FOUNDATION WILL NOT CONTRIBUTE: (1) TO ORGANIZATIONS WHICH ARE NOT TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; (2) IN SUPPORT OF ANY POLITICAL CANDIDATE; (3) TO A SINGLE SECTARIAN OR DENOMINATIONAL RELIGIOUS, VETERAN, OR FRATERNAL ORGANIZATION; (4) TO INDIVIDUALS (EXCEPT WITHIN SCHOLARSHIP PROGRAM); (5) TO A PROJECT, INSTITUTION, OR ORGANIZATION WHERE THE FOUNDATION WOULD BE THE ONLY DONOR; AND (6) TO AN ORGANIZATION OF SUCH NATURE THAT THE CONTRIBUTION WOULD CONSTITUTE A "TAXABLE EXPENDITURE" AS DEFINED IN SECTION 4945(D) OF THE INTERNAL REVENUE CODE. ADDITIONALLY, THE FOUNDATION WILL NOT ORDINARILY CONTRIBUTE TO ORGANIZATIONS PRIMARILY SUPPORTED THROUGH TAX REVENUES AND TO OTHER FOUNDATIONS WHOSE CONTRIBUTIONS, ON AN ONGOING BASIS, DUPLICATE THE CONTRIBUTIONS OF THE DUKE ENERGY FOUNDATION.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALUMNI ASSOCIATION OF THE WEDGEWORTH INSTITUTE
PO BOX 1690TAMPAFL33601N/APCGRANT$10,000
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN STREET SUITE 887NEWARKDE19711N/APCGRANTS$17,088,594
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN STREET SUITE 887NEWARKDE19711N/APCEMPLOYEE MATCHING GIFT DONATIONS$7,373,977
AMERICAN ONLINE GIVING FOUNDATION INC
40 EAST MAIN STREET SUITE 887NEWARKDE19711N/APCPUBLIC ASSISTANCE STLF$426,682
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC200065009N/APCGRANT$300,000
AMERICAN RED CROSS - INDIANA
431 18TH STREET NWWASHINGTONDC200065009N/APCGRANT$50,000
AREA IV AGENCY OF AGING
660 N 36TH STLAFAYETTEIN47905N/APCGRANT$8,000
ARTSPLUS
PO BOX 32757CHARLOTTENC28232N/APCGRANT$1,500
BOYS AND GIRLS CLUB OF THE SANDHILLS INC
PO BOX 1761SOUTHERN PINESNC28388N/APCGRANT$10,000
BRIDGE TO TURKIYE
1609 E FRANKLIN STCHAPEL HILLNC275142888N/APCGRANT$10,000
CAPITAL AREA COMMUNITY ACTION AGENCY INC
309 OFFICE PLZTALLAHASSEEFL323012729N/APCPUBLIC ASSISTANCE PROGRAM - STLF$877
CARTHAGE CENTURY COMMITTEE INCORPORATED
PO BOX 82CARTHAGENC28327N/APCGRANT$10,000
CENTRAL FLORIDA COMMUNITY ACTION AGENCY INC
411 N MAIN STREET SUITE 210GAINESVILLEFL32601N/APCPUBLIC ASSISTANCE PROGRAM - STLF$948
CHURCH IN MISSION
27 S INDIANA STMOORESVILLEIN46113N/APCGRANT$10,000
COLUMBUS COUNTY
127 WEST WEBSTER STREETWHITEVILLENC28472N/AGOVGRANT$2,500
COMMUNITY RESOURCE CENTER
218 OMOHUNDRO PLACENASHVILLETN37210N/APCGRANT$15,000
COMMUNITY SERVICE CENTER OF MORGAN COUNTY
301 WEST HARRISON STREETMARTINSVILLEIN46151N/APCGRANT$10,000
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH STREET NWWASHINGTONDC20036N/APCGRANT$50,000
FAMILY PROMISE OF ANDERSON COUNTY INC
PO BOX 1466ANDERSONSC29622N/APCGRANT$5,000
FAMILY PROMISE OF LAURENS COUNTY
PO BOX 1608LAURENSSC293605008N/APCGRANT$5,000
FAMILY PROMISE OF MOORE COUNTY
PO BOX 1173ABERDEENNC283151173N/APCGRANT$10,000
FEEDING FLORIDA
1493 MARKET STREETTALLAHASSEEFL32312N/APCGRANT$25,000
FLORIDA CATTLEMENS FOUNDATION
PO BOX 421929KISSIMMEEFL34742N/APCGRANT$5,000
FOUNDATION FOR THE CAROLINA'S
220 NORTH TRYON STREETCHARLOTTENC28202N/APCGRANT$800,000
FOUNDATION FOR THE CAROLINA'S
220 NORTH TRYON STREETCHARLOTTENC28202N/APCPUBLIC ASSISTANCE PROGRAM - STLF$853,973
FOUNDATION FOR THE CAROLINAS
220 NORTH TRYON STREETCHARLOTTENC28202N/APCGRANT$200,000
FRANKLINS PROMISE COALITION INCORPORATED
60 ISLAND DREASTPOINTFL323283217N/APCPUBLIC ASSISTANCE PROGRAM - STLF$2,566
GIRLS ON THE RUN OF CINCINNATI
4760 RED BANK ROAD SUITE 218CINCINNATIOH45227N/APCGRANT$3,000
GREATER HICKORY COOPERATIVE CHRISTIAN MINISTRY
31 1ST AVE SEHICKORYNC286023003N/APCGRANT$5,000
GREENSBORO URBAN MINISTRY
305 W GATE CITY BLVDGREENSBORONC274061240N/APCGRANT$5,000
GREENWOOD PATHWAY HOUSE FOUNDATION INC
315 CAMBRIDGE AVE WGREENWOODSC296462191N/APCGRANT$2,000
GULF COUNTY SENIOR CITIZENS ASSOCIATION INC
120 LIBRARY DRPORT ST JOEFL324561650N/APCPUBLIC ASSISTANCE PROGRAM - STLF$950
HABITAT FOR HUMANITY OF THE NC SANDHILLS
2268 NC 5 HWYABERDEENNC28315N/APCGRANT$10,000
HANDS ON NASHVILLE
2525 PERIMETER PLACE DRIVE SUITENASHVILLETN37214N/APCGRANT$15,000121
HEART OF FLORIDA UNITED WAY
1940 CANNERY WAYORLANDOFL32804N/APCPUBLIC ASSISTANCE PROGRAM - STLF$57,977
HENDERSONVILLE CHAMBER FOUNDATION
100 COUNTRY CLUB DRIVE SUITE 104HENDERSONVILLETN37075N/APCGRANT$10,000
HOPE MISSIONS OF THE UPSTATE
417 HOLLY RIDGE DRANDERSONSC29621N/APCGRANT$5,000
INDIANA COMMUNITY ACTION ASSOCIATION
1845 W 18TH STREETINDIANAPOLISIN46202N/APCPUBLIC ASSISTANCE PROGRAM - STLF$100,000
INDIANA ECONOMIC DEVELOPMENT FOUNDATION
1 NORTH CAPITOL AVE SUITE 700INDIANAPOLISIN46204N/APCGRANT$250,000
JACKSON COUNTY
401 GRINDSTAFF COVE ROADSYLVANC28779N/AGOVGRANT$5,000
KIWANIS CLUB OF SEMINOLE BREAKFAST FOUNDATION INC
1001 STARKEY RD LOT 293LARGOFL337713183N/APCGRANT$10,000
MIRACLE HILL MINISTRIES SPARTANBURG SC 29301
189 N FOREST STREETSPARTANBURGSC29301N/APCGRANT$6,000
MOORE COUNTY PARTNERS IN PROGRESS
PO BOX 5885PINEHURSTNC283745885N/APCGRANT$120,000
NORTH CAROLINA CENTRAL UNIVERSITY FOUNDATION INC
1801 FAYETTEVILLE STDURHAMNC27707N/APCGRANT$14,000
NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES DIVISION OF SOCIAL S
2025 MAIL SERVICE CENTERRALEIGHNC27699N/AGOVPUBLIC ASSISTANCE PROGRAM - STLF$669,626
NORTH CAROLINA URBAN FOREST COUNCIL
PO BOX 37416RALEIGHNC27627N/APCGRANT$20,000
NORTH CAROLINA WILDLIFE FEDERATION
1346 ST JULIEN STCHARLOTTENC28205N/APCGRANT$5,000
NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION
717 MADISON AVECOVINGTONKY41011N/APCPUBLIC ASSISTANCE PROGRAM - STLF$50,000
NORTHERN KENTUCKY COMMUNITY ACTION COMMISSION
717 MADISON AVECOVINGTONKY41011N/APCGRANT$20,000
NORTHERN MOORE FAMILY RESOURCE CENTER INC
PO BOX 190ROBBINSNC27325N/APCGRANT$10,000
OUR DAILY REST
PO BOX 1246SENECASC29679N/APCGRANT$5,000
OUR FATHER'S ARMS INC
711S SECTION STREETSULLIVANIN47882N/APCGRANT$10,000
PERFORMING ARTS & SCIENCE ACADEMY
320 N MAIN STREETMARIONSC29571N/APCGRANT$2,500
PRANCING HORSE INC
PO BOX 327SOUTHERN PINESNC28388N/APCGRANT$10,000
REBUILDING TOGETHER
999 NORTH CAPITOL ST NE SUITE 330WASHINGTONDC20002N/APCGRANT$170,755
ROOF ABOVE INC
P O BOX 31335CHARLOTTENC28231N/APCGRANT$5,000
SALVATION ARMY
440 WEST NYACK ROADWEST NYACKNY10094N/APCGRANT$20,000
SALVATION ARMY
PO BOX 1237GREENVILLESC29602N/APCGRANT$2,000
SALVATION ARMY OF WAKE COUNTY
1863 CAPITAL BLVDRALEIGHNC27604N/APCGRANT$5,000
SANDHILLSMOORE COALITION
1500 W INDIANA AVESOUTHERN PINESNC28387N/APCGRANT$10,000
SCHOLARSHIP AMERICA
ONE SCHOLARSHIP WAYST PETERMN560820000N/APCSCHOLARSHIP PROGRAM$158,350
SHEPHERDS TABLE SOUP KITCHEN
121 HILLSBOROUGH STREETRALEIGHNC27603N/APCGRANT$5,000
SOUTH CAROLINA GOVERNOR'S OFFICE - ADMINISTRATIVE SERVICES
1205 PENDLETON STCOLUMBIASC29209N/AGOVPUBLIC ASSISTANCE PROGRAM - STLF$77,313
SUWANNEE RIVER ECONOMIC COUNCIL INC
PO BOX 70LIVE OAKFL320640070N/APCPUBLIC ASSISTANCE PROGRAM - STLF$2,219
THE SALVATION ARMY
HICKORY PO BOX 1167HICKORYNC28603N/APCGRANT$5,000
THE SALVATION ARMY
4015 STUART ANDREW BOULEVARDCHARLOTTENC28217N/APCGRANT$5,000
THE SALVATION ARMY
2210 HOFFMEYER RDFLORENCESC29501N/APCGRANT$5,000
THE SALVATION ARMY - ANDERSON
PO BOX 43ANDERSONSC29622N/APCGRANT$5,000
THE SALVATION ARMY - GASTONIA
107 S BROAD STGASTONIANC28052N/APCGRANT$5,000
THE SALVATION ARMY - OHIO CHAPTER
440 WEST NYACK ROADWEST NYACKNY10094N/APCPUBLIC ASSISTANCE PROGRAM - STLF$75,000
TOWN OF WHITE LAKE NORTH CAROLINA
1879 WHITE LAKE DRIVEWHITE LAKENC28337N/AGOVGRANT$2,500
TREES GREENVILLE INC (DBA TREESUPSTATE)
PO BOX 9232GREENVILLESC296049232N/APCGRANT$65,000
UNITED HOUSING CONNECTIONS
135 EDINBURGH CTGREENVILLESC29607N/APCGRANT$5,000
UNITED MINISTRIES
606 PENDLETON STGREENVILLESC29601N/APCGRANT$2,000
UNITED WAY CITRUS COUNTY
1582 N MEADOWCREST BLVDCRYSTAL RIVERFL34429N/APCGRANT$25,000
UNITED WAY MONROE COUNTY
431 S COLLEGE AVEBLOOMINGTONIN47403N/APCGRANT$30,000
UNITED WAY OF BIG BEND
307 E 7TH AVETALLAHASSEEFL32303N/APCGRANT$10,000
UNITED WAY OF CENTRAL FLORIDA INC
PO BOX 1357HIGHLAND CITYFL33846N/APCPUBLIC ASSISTANCE PROGRAM - STLF$13,963
UNITED WAY OF CITRUS COUNTY INC
1582 N MEADOWCREST BLVDCRYSTAL RIVERFL34429N/APCPUBLIC ASSISTANCE PROGRAM - STLF$5,355
UNITED WAY OF HERNANDO COUNTY INC
4028 COMMERCIAL WAYSPRING HILLFL34606N/APCPUBLIC ASSISTANCE PROGRAM - STLF$1,179
UNITED WAY OF JOHNSON COUNTY
594 IRONWOOD DRIVEFRANKLININ46131N/APCGRANT$10,000
UNITED WAY OF LAKE AND SUMTER COUNTIES INC
32644 BLOSSOM LNLEESBURGFL347883928N/APCPUBLIC ASSISTANCE PROGRAM - STLF$10,210
UNITED WAY OF LANCASTER COUNTY INC
PO BOX 56LANCASTERSC29721N/APCGRANT$5,000
UNITED WAY OF MARION COUNTY
1401 NE 2ND STREETOCALAFL34470N/APCPUBLIC ASSISTANCE PROGRAM - STLF$8,611
UNITED WAY OF MIDDLE TN
250 VENTURE CIRCLENASHVILLETN37228N/APCGRANT$10,000
UNITED WAY OF MOORE COUNTY
375-D SOUTHEAST BROAD STSOUTHERN PINESNC28387N/APCGRANT$10,000
UNITED WAY OF PASCO COUNTY INC
17230 CAMELOT CT UNIT 101LAND O LAKESFL346387285N/APCPUBLIC ASSISTANCE PROGRAM - STLF$12,994
UNITED WAY OF WABASH VALLEY
100 S 7TH STREETTERRE HAUTEIN47885N/APCGRANT$10,000
UNITED WAY SUNCOAST INC
5201 W KENNEDY BLVD STE 600TAMPAFL336091820N/APCPUBLIC ASSISTANCE PROGRAM - STLF$52,611
UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION
1600 HAMPTON STREETCOLUMBIASC29208N/APCGRANT$17,800
URBAN MINISTRIES OF DURHAM DURHAM NC 27701-3408
410 LIBERTY STDURHAMNC277043408N/APCGRANT$5,000
VOLUNTEER FLORIDA
1545 TAYMOND DIEHL ROAD SUITE 250TALLAHASSEEFL32308N/APCGRANT$50,000
VOLUSIAFLAGER COUNTY UNITED WAY
3747 W INTERNATIONAL SPEEDWAY BLVDDAYTONA BEACHFL32124N/APCPUBLIC ASSISTANCE PROGRAM - STLF$9,111
WABASH VALLEY COMMUNITY FOUNDATION
200 S 8TH STREETTERRE HAUTEIN47807N/APCGRANT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,657,641TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,031,898ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURN OF GRANTDesc
Exclusion01ExclusionCd
Exclusion$8,553ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,040,451ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,040,451TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DUKE ENERGY CORPORATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1526 SOUTH CHURCH STREETAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,238TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATIONCategoryTxt
Amt$5,238Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,238DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF GRANTDesc
Revenue And Expenses Per Books$8,553RevenueAndExpensesPerBooksAmt
Adjusted Net Income$8,553AdjustedNetIncomeAmt

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