NUCOR CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NUCOR CHARITABLE FOUNDATION (EIN 87-3559274)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349102167
- Schema version
- 2024v5.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T12:51:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873559274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUCOR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUCO | BusinessNameControlTxt |
| Phone | 7043667000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 REXFORD RD 400 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282113441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | APRIL DAVIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7043667000 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,906,769 | 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 | $7,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $966,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $961,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $826,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,541,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $826,277 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,792,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,787,464 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,979 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,618,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,618,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,799,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,618,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,992,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,633,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | $5 | CashEOYAmt |
| Cash EOYFMV | $5 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,690,140 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,967,870 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,967,870 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $22,254,706 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,976,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,938,894 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,944,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,944,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,906,769 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,944,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,944,869 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,944,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,944,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,944,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,944,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,944,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,992,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,979 | OtherIncreasesAmt |
| Subtotal | $32,950,366 | SubtotalAmt |
| Other Decreases | $5,497 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,944,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECUIRITES - FEBRUARY | P | $4,653,758 | $4,038,449 | $615,309 | $615,309 |
| PUBLICLY TRADED SECURITIES - APRIL | P | $3,612,391 | $3,676,722 | -$64,331 | -$64,331 |
| CAPITAL GAINS DISTRIBUTIONS | P | $275,299 | $275,299 | $275,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $826,277 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,295 | OverpaymentAmt |
| Applied To ES Tax | $2,295 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIL D DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043539032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 REXFORD RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282113441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONOVAN E MARKS | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOHN A BULLINS | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| APRIL DAVIS | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | TREASURER | 0.50 | $0 | $0 | $0 |
| CAROLYN KOONTS | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | SECRETARY | 0.50 | $0 | $0 | $0 |
| LAUREN RUSSELL | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | ASSISTANT SECRETARY | 0.50 | $0 | $0 | $0 |
| A RAE EAGLE | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRAD FORD | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DONOVAN MARKS | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREG MURPHY | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BENJMAIN PICKETT | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RANDY SPICER | ||||||||
| 1915 REXFORD DR STE 400 | CHARLOTTE | NC | 28211 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,049,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,682,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,731,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,731,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $520,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,210,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,710,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,710,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,705 | TotalTaxAmt |
| Distributable Before Adj | $1,687,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,687,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,687,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,618,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,618,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,687,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,098,298 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,224,386 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,322,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,618,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,687,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,930,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,253,645 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,253,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,098,298 | ExcessFromYear2Amt |
| Excess From Year1 | $1,224,386 | ExcessFromYear1Amt |
| Excess From Current Year | $1,930,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIST FOUNDATION | ||||||
| 186 THORN HILL ROAD | WARRENDALE | PA | 15086 | SO III FI | GENERAL SUPPORT | $50,000 |
| ALEXANDER YOUTH NETWORK | ||||||
| 6220 THERMAL ROAD | CHARLOTTE | NC | 28211 | PC | GENERAL SUPPORT | $15,000 |
| ALL HANDS AND HEARTS | ||||||
| 82 COUNTY ROAD PMB 79 | MATTAPOISETT | MA | 02739 | PC | GENERAL SUPPORT | $100,000 |
| ALSACST JUDE CHILDREN'S RESEARCH HOSPITAL INC | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | GENERAL SUPPORT | $250,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 200065009 | PC | GENERAL SUPPORT | $100,000 |
| BOUNTY AND SOUL | ||||||
| 999 OLD US HWY 70 W | BLACK MOUNTAIN | NC | 28711 | PC | GENERAL SUPPORT | $100,000 |
| CATAWBA LANDS CONSERVANCY | ||||||
| 2400 PARK ROAD 1 | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $25,000 |
| CATAWBA RIVERKEEPER FOUNDATION | ||||||
| PO BOX 11838 | CHARLOTTE | NC | 28220 | PC | GENERAL SUPPORT | $40,000 |
| CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | PC | GENERAL SUPPORT | $125,000 |
| CHAIR FORCE 1 | ||||||
| 3083 TRIPLE CROWN DR | CINCINNATI | OH | 45052 | PC | GENERAL SUPPORT | $60,000 |
| CHARLOTTE FAMILY HOUSING INC | ||||||
| 300 HAWTHORNE LANE 3RD FLOOR | CHARLOTTE | NC | 28204 | PC | GENERAL SUPPORT | $75,000 |
| CHARLOTTE RESCUE MISSION | ||||||
| 907 WEST FIRST STREET | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $40,000 |
| CLASSROOM CENTRAL INC | ||||||
| 2116 WILKINSON BOULEVARD | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $11,000 |
| DILWORTH CENTER FOR CHEMICAL DEPENDENCY INC | ||||||
| 2240 PARK ROAD | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $5,000 |
| DISCOVERY PLACE INC | ||||||
| 301 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $500,000 |
| FOUNDATION FOR THE CAROLINAS | ||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $500,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | PC | GENERAL SUPPORT | $225,000 |
| GLOBAL WAR ON TERRORISM MEMORIAL | ||||||
| 1300 PENNSYLVANIA AVE NW 700 | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $500,000 |
| GRACIOUS HANDS TRANSITIONAL HOUSING | ||||||
| PO BOX 680354 | CHARLOTTE | NC | 28216 | PC | GENERAL SUPPORT | $10,000 |
| HEART MATH TUTORING INC | ||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | PC | GENERAL SUPPORT | $10,000 |
| HENRY ARTHUR CALLIS EDUCATION FOUNDATION INC | ||||||
| PO BOX 674343 | MARIETTA | GA | 30065 | PC | GENERAL SUPPORT | $5,000 |
| MAKE-A-WISH OF CENTRAL AND WESTERN NORTH CAROLINA INC | ||||||
| 6324 FAIRVIEW ROAD 500 | CHARLOTTE | NC | 28210 | PC | GENERAL SUPPORT | $10,000 |
| MANNA FOOD BANK | ||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | GENERAL SUPPORT | $100,000 |
| MENDING STRIDES RANCH | ||||||
| 4800 ROUNDING RUN ROAD | CHARLOTTE | NC | 28277 | PC | GENERAL SUPPORT | $3,000 |
| MILITARY MISSIONS IN ACTION | ||||||
| 411B NORTH JUDD PARKWAY NE | FUGUAY VARINA | NC | 27526 | PC | GENERAL SUPPORT | $10,000 |
| MITCHELL BAYS TURNER PEDIATRIC FUND INC | ||||||
| PO BOX 12189 | CHARLOTTE | NC | 28220 | PC | GENERAL SUPPORT | $10,000 |
| MOTHER EMANUEL MEMORIAL FOUNDATION | ||||||
| PO BOX 242 | CHARLESTON | SC | 29402 | PC | GENERAL SUPPORT | $250,000 |
| NC CHAMBER FOUNDATION | ||||||
| 701 CORPORATE CENTER DRIVE STE 275 | RALEIGH | NC | 27607 | SO I | GENERAL SUPPORT | $20,000 |
| ORIGINAL SIX FOUNDATION | ||||||
| PO BOX 2246 | COLUMBIA | SC | 29202 | PC | GENERAL SUPPORT | $50,000 |
| SAFE ALLIANCE INC | ||||||
| 601 E FIFTH STREET 400 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $50,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $100,000 |
| SHARE CHARLOTTE | ||||||
| 2820 SELWYN AVENUE 130 | CHARLOTTE | NC | 28209 | PC | GENERAL SUPPORT | $15,000 |
| SUSAN G KOMEN BREAST CANCER FDN | ||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $25,000 |
| THE RELATIVES | ||||||
| 2219 FREEDOM DRIVE | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $15,000 |
| THE SALVATION ARMY | ||||||
| 1425 NORTHEAST EXPRESSWAY NE | ATLANTA | GA | 30330 | PC | GENERAL SUPPORT | $5,000 |
| TRIPS FOR KIDS CHARLOTTE | ||||||
| 4716 MONTCLAIR AVENUE | CHARLOTTE | NC | 28211 | PC | GENERAL SUPPORT | $69,800 |
| UNITED NEGRO COLLEGE FUND | ||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $50,000 |
| UNITED WAY OF GREATER CHARLOTTE | ||||||
| 601 E FIFTH STREET 350 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $25,000 |
| VETERANS BRIDEGE HOME | ||||||
| 5260 PARKWAY PLAZA BLVD 110 | CHARLOTTE | NC | 28217 | PC | GENERAL SUPPORT | $10,000 |
| VETERANS OF FOREIGN WARS | ||||||
| 4263 HWY 51 SOUTH | HERNANDO | MS | 38632 | PC | GENERAL SUPPORT | $15,000 |
| YOUNG BLACK LEADERSHIP ALLIANCE | ||||||
| 4112 OLD PINEVILLE RD | CHARLOTTE | NC | 28217 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,618,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION | ||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | PC | GENERAL SUPPORT | $125,000 |
| THE SALVATION ARMY | ||||||
| 1425 NORTHEAST EXPRESSWAY NE | ATLANTA | GA | 30330 | PC | GENERAL SUPPORT | $500,000 |
| CATAWBA RIVERKEEPER FOUNDATION | ||||||
| PO BOX 11838 | CHARLOTTE | NC | 28220 | PC | GENERAL SUPPORT | $40,000 |
| GLOBAL WAR ON TERRORISM MEMORIAL | ||||||
| 1300 PENNSYLVANIA AVE NW 700 | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $500,000 |
| AIST FUNDATION | ||||||
| 186 THORN HILL ROAD | WARRENDALE | PA | 15086 | SO III FI | GENERAL SUPPORT | $150,000 |
| MOTHER EMANUEL MEMORIAL FOUNDATION | ||||||
| PO BOX 242 | CHARLESTON | SC | 29402 | PC | GENERAL SUPPORT | $250,000 |
| NC CHAMBER FOUNDATION | ||||||
| 701 CORPORATE CENTER DRIVE STE 275 | RALEIGH | NC | 27607 | SO I | GENERAL SUPPORT | $80,000 |
| SUSAN G KOMEN BREAST CANCER FDN | ||||||
| 13770 NOEL ROAD | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $30,000 |
| SECOND HARVEST FOOD BANK OF METROLINA | ||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | PC | GENERAL SUPPORT | $50,000 |
| GREATER MATTHEWS HABITAT FOR HUMANITY | ||||||
| 2447 E JOHN STREET | MATTHEWS | NC | 28105 | PC | GENERAL SUPPORT | $50,000 |
| RENAISSANCE WEST COMMUNITY INITIATIVE | ||||||
| 3610 NOBLES AVE | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $50,000 |
| THE HEADSTRONG PROJECT | ||||||
| 641 LEXINGTON AVE FLOOR 25 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,925,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $966,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $826,277 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,792,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,792,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUCOR CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 REXFORD RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,387 | Amt |
| Net Investment Income | $13,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,967,870 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,967,870 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR DIVERSIFIED ARBITRAGE FUND | FMV | $136,786 | $139,929 |
| ARTISAN HIGH INCONE INST | FMV | $994,660 | $1,033,223 |
| BAIRD FDS INC INTER BD INSTL | FMV | $2,809,119 | $2,838,725 |
| COHEN & STEERS PFD SECURITIES AND INCOME FUND CLASS I | FMV | $136,667 | $143,461 |
| DODGE & COX INCOME FD | FMV | $576,581 | $573,514 |
| DOUBLELINE TOTAL RETURN BOND I | FMV | $582,557 | $571,585 |
| GUGGENHEIM LIMITED DURATION INSTL | FMV | $562,545 | $571,072 |
| VANBUARD SHORT-TERM BOND ETF | FMV | $1,128,142 | $1,143,364 |
| VIRTUS ALLIANZGI CONVERTIBLE FD | FMV | $133,858 | $151,895 |
| BAILLIE GIFFORD EMRG MKTS K | FMV | $734,975 | $768,989 |
| BROWN ADVISORY SUSTAINABLE | FMV | $3,015,485 | $3,528,613 |
| CONESTOGA FDS SMALL GROUP INSTL | FMV | $660,001 | $756,636 |
| DODGE & COX INTL STOCK FUND | FMV | $793,719 | $832,779 |
| FIDELITY INTENATIONAL INDEX FUND | FMV | $758,826 | $801,065 |
| FIDELITY 500 INDEX FD | FMV | $5,761,654 | $7,715,550 |
| FIDELITY SMALL CAP | FMV | $299,448 | $379,972 |
| FIDELITY MID CAP INDEX INSTL PREM | FMV | $698,218 | $868,985 |
| SEAFARER OVERSEAS GR AND INCME INSTITUTIONAL SHARES | FMV | $715,636 | $701,741 |
| GRANDEUR PEAK INTL STALWARTS | FMV | $382,354 | $381,403 |
| HARDNG LOEVNER INTL EQUITY INST | FMV | $759,487 | $779,246 |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 QUALITY ETF | FMV | $3,268,647 | $3,820,040 |
| ESG AWARE MSCI EAFE ETF | FMV | $1,100,472 | $1,214,052 |
| NEUBERGER BERMAN LONG SHORT INST | FMV | $185,779 | $205,334 |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | FMV | $573,282 | $674,218 |
| VANGUARD MID-CAP GROWTH INDEX | FMV | $309,136 | $396,611 |
| ALLSPRING FUNDS SPECIAL SMALL CAP VALUE CLASS INSTL | FMV | $655,212 | $668,451 |
| MANTEIO MANAGED FUTURES STRATEGY I | FMV | $54,233 | $42,257 |
| BOSTON PARTNERS EMERG MKTS LS INST | FMV | $37,739 | $35,779 |
| RBB FD ABBY CP STR I | FMV | $127,161 | $108,801 |
| STONE RIDGE HIGH YIELD CL I | FMV | $111,928 | $115,975 |
| COHEN & STEERS REALTY SHARES I | FMV | $543,516 | $569,857 |
| ISHARES S&P GLOB INFRAS INDEX FD | FMV | $369,171 | $405,772 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $4,836 |
| TIMING DIFFERENCE | $661 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN INCOME TAX PAID ON INVESTMENT | Desc |
| Amt | $12,979 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT | CategoryTxt |
| Amt | $127,632 | Amt |
| Net Investment Income | $127,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NET INVESTMENT TAX ESTIMATES | $26,966 | $0 | $0 |
| FOREIGN INCOME TAX PAID | $12,979 | $12,979 | $0 |
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