THE DUKE ENERGY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DUKE ENERGY FOUNDATION (EIN 58-1586283)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349102494
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T15:27:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 581586283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE ENERGY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUKE | BusinessNameControlTxt |
| Phone | 7043827200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 SOUTH TRYON STREET DEP12 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA DOW | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7043827200 | PhoneNum |
| Signature | 2025-11-10 | 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 | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 7043771678 | PhoneNum |
| 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 | $1,868,586 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,825,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $468,751 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $468,751 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,294,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $468,751 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,587,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,587,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,607,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,592,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,313,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,594,761 | CashBOYAmt |
| Cash EOY | $712,822 | CashEOYAmt |
| Cash EOYFMV | $712,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,587,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,155,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,155,764 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $6,181,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,868,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,586 | 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 | $6,181,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,868,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,181,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,868,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,181,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,868,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,181,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,313,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,868,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,868,586 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,360 | 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 | $14,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,878 | OverpaymentAmt |
| Applied To ES Tax | $7,878 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DUKE-ENERGY.COM/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | JONATHAN MILLER | IndividualWithBooksNm |
| Phone | 9803738711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 SOUTH TRYON ST DEP12 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| AMY STRECKER | ||||||||
| 526 SOUTH CHURCH STREET | CHARLOTTE | NC | 28202 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DOMINIQUE JOHNSON | ||||||||
| 526 SOUTH CHURCH STREET | CHARLOTTE | NC | 28202 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JONATHAN MILLER | ||||||||
| 525 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | TREASURER | 1.00 | $0 | $0 | $0 |
| MIKE HENDERSHOTT | ||||||||
| 526 SOUTH CHURCH STREET | CHARLOTTE | NC | 28202 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| LINDSAY SCHALL | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JULIE S JANSON | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KODWO GHARTEY-TAGOE | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN K YOUNG | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN D SAVOY | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HARRY K SIDERIS | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DHIAA M JAMIL | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUIS RENJEL | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RON RISING | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEX GLENN | ||||||||
| 550 SOUTH TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BONNIE TITONE | ||||||||
| 525 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SASHA WEINTRAUB | ||||||||
| 525 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT BATSON | ||||||||
| 525 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PRESTON GILLESPIE | ||||||||
| 525 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,326,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,326,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,326,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,141,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $607,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $607,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,482 | TotalTaxAmt |
| Distributable Before Adj | $600,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,592,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,592,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,205,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,550,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,146,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,909,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,517,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $150,329,662 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,592,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $600,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,992,342 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $175,322,004 | 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 | $31,205,756 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,116,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,550,012 | ExcessFromYear4Amt |
| Excess From Year3 | $27,146,498 | ExcessFromYear3Amt |
| Excess From Year2 | $30,909,752 | ExcessFromYear2Amt |
| Excess From Year1 | $28,517,644 | ExcessFromYear1Amt |
| Excess From Current Year | $24,992,342 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SEE STATEMENT | |||||||
| SEE STATEMENT | CHARLOTTE | NC | 28202 | 9803738711 | SEE FOLLOWING STATEMENT | SEE FOLLOWING STATEMENT | SEE FOLLOWING STATEMENT |
| SARAH WRAY | |||||||
| 526 S CHURCH STREET | CHARLOTTE | NC | 28202 | 9803738711 | APPLICATIONS SHOULD BE COMPLETED ONLINE AT DUKEENERGY.VERSAIC.COM. 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 YEAR | THE 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 211 TAMPA BAY CARES | |||||||
| 13921 ICOT BLVD SUITE 700 | CLEARWATER | FL | 33760 | N/A | PC | GRANT | $15,000 |
| ALUMNI ASSOCIATION OF THE WEDGEWORTH INSTITUTE | |||||||
| PO BOX 1690 | TAMPA | FL | 33601 | N/A | PC | GRANT | $10,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | GRANT | $230,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | N/A | PC | GRANTS | $14,460,892 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | N/A | PC | EMPLOYEE MATCHING GIFT DONATIONS | $6,922,765 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | N/A | PC | PUBLIC ASSISTANCE STLF | $419,676 |
| BAPTIST STATE CONVENTION OF NORTH CAROLINA | |||||||
| PO BOX 1107 | CARY | NC | 27512 | N/A | PC | GRANT | $25,000 |
| CAPITAL AREA COMMUNITY ACTION AGENCY INC | |||||||
| 309 OFFICE PLAZA DR | TALLAHASSEE | FL | 32301 | N/A | PC | GRANT | $12,500 |
| CENTRAL CAROLINAS COMMUNITY FOUNDATION | |||||||
| 2142 BOYCE ST SUITE 402 | COLUMBIA | SC | 29201 | N/A | PC | GRANT | $100,000 |
| COMMUNITY FOUNDATION OF HENDERSON COUNTY | |||||||
| 401 N MAIN ST SUITE 300 | HENDERSONVILLE | NC | 28792 | N/A | PC | GRANT | $25,000 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 500-A SPRATT STREET | CHARLOTTE | NC | 28206 | N/A | PC | PUBLIC ASSISTANCE STLF | $52,000 |
| DURHAM TECHNICAL COMMUNITY COLLEGE | |||||||
| 1637 E LAWSON STREET | DURHAM | NC | 27703 | N/A | PC | GRANT | $2,500 |
| E4E RELIEF | |||||||
| 101 SOUTH TRYON ST SUITE 2900 | CHARLOTTE | NC | 28280 | N/A | PC | GRANTS | $400,000 |
| FEEDING FLORIDA | |||||||
| 1493 MARKET STREET | TALLAHASSEE | FL | 32312 | N/A | PC | GRANT | $100,000 |
| FLORIDA COUNCIL ON AGING | |||||||
| 1018 THOMASVILLE RD SUITE 110 | TALLAHASSEE | FL | 32303 | N/A | PC | GRANT | $50,000 |
| FORT LAWN COMMUNITY CENTER INC | |||||||
| 5554 MAIN STREET | FORT LAWN | SC | 29714 | N/A | PC | GRANT | $5,000 |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | N/A | PC | GRANT - PUBLIC ASSISTANCE STLF | $1,550,000 |
| HARVEST HOPE FOOD BANK | |||||||
| PO BOX 451 | COLUMBIA | SC | 29202 | N/A | PC | GRANT | $25,000 |
| INTERNATIONAL LINEMANS MUSEUM | |||||||
| PO BOX 1740 | SHELBY | NC | 28151 | N/A | PC | GRANT | $100,000 |
| LAKE SUPPORT AND EMERGENCY RECOVERY | |||||||
| PO BOX 560410 | MONTVERDE | FL | 34756 | N/A | PC | GRANT | $10,000 |
| MADISON COUNTY STRONG LONG TERM RECOVERY GROUP | |||||||
| PO BOX 1159 | MADISON | FL | 32341 | N/A | PC | GRANT | $10,000 |
| MANNA FOOD BANK | |||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | N/A | PC | GRANT | $50,000 |
| METROPOLITAN GOVERNMENT OF NASHVILLE & DAVIDSON COUNTY | |||||||
| PO BOX 196300 | NASHVILLE | TN | 37219 | N/A | GOVT | PUBLIC ASSISTANCE STLF | $23,800 |
| MID-CUMBERLAND COMMUNITY ACTION AGENCY | |||||||
| 667 SOUTH WATER AVE | GALLATIN | TN | 37066 | N/A | PC | PUBLIC ASSISTANCE STLF | $8,500 |
| NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES DIVISION OF SOCIAL | |||||||
| 2025 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | N/A | GOVT | PUBLIC ASSISTANCE STLF | $389,846 |
| PERFORMING ARTS & SCIENCE ACADEMY | |||||||
| 320 N MAIN STREET | MARION | SC | 29571 | N/A | PC | GRANT | $2,500 |
| SECOND HARVEST FOOD BANK OF METROLINA | |||||||
| 500 B SPRATT STREET | CHARLOTTE | NC | 28206 | N/A | PC | GRANT | $125,000 |
| SOUTH CAROLINA OFFICE OF ADMINISTRATION | |||||||
| 1200 SENATE STREET SUITE 409 | COLUMBIA | SC | 29201 | N/A | GOVT | PUBLIC ASSISTANCE STLF | $84,960 |
| SUWANNEE RIVER ECONOMIC COUNCIL INC | |||||||
| PO BOX 70 | LIVE OAK | FL | 32064 | N/A | PC | GRANT | $12,500 |
| UNITED WAY CITRUS COUNTY | |||||||
| 1582 N MEADOWCREST BLVD | CRYSTAL RIVER | FL | 34429 | N/A | PC | GRANT | $10,000 |
| UNITED WAY OF ANDERSON COUNTY | |||||||
| PO BOX 2067 | ANDERSON | SC | 29625 | N/A | PC | GRANT | $25,000 |
| UNITED WAY OF CENTRAL FLORIDA INC | |||||||
| PO BOX 1357 | HIGHLAND CITY | FL | 33846 | N/A | PC | GRANT | $10,000 |
| UNITED WAY OF GREENVILLE COUNTY | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | N/A | PC | GRANT | $25,000 |
| UNITED WAY OF HERNANDO COUNTY INC | |||||||
| 4028 COMMERCIAL WAY | SPRING HILL | FL | 34606 | N/A | PC | GRANT | $2,500 |
| UNITED WAY OF NORTH CAROLINA | |||||||
| 1130 KILDAIRE FARM ROAD SUITE 100 | CARY | NC | 27511 | N/A | PC | GRANT | $100,000 |
| UNITED WAY OF NORTH CENTRAL FLORIDA | |||||||
| 6031 NW 1ST PLACE | GAINESVILLE | FL | 32607 | N/A | PC | GRANT | $2,500 |
| UNITED WAY OF OCONNEE COUNTY | |||||||
| PO BOX 1693 | SENECA | SC | 29679 | N/A | PC | GRANT | $10,000 |
| UNITED WAY OF PICKENS COUNTY | |||||||
| PO BOX 96 | EASLEY | SC | 29641 | N/A | PC | GRANT | $10,000 |
| UNITED WAY OF THE LAKELANDS | |||||||
| 929 PHOENIX STREET | GREENWOOD | SC | 29646 | N/A | PC | GRANT | $25,000 |
| UNITED WAY OF THE PIEDMONT | |||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | N/A | PC | GRANT | $25,000 |
| VOLUNTEER FLORIDA FOUNDATION INC | |||||||
| 1545 TAYMOND DIEHL ROAD SUITE 250 | TALLAHASSEE | FL | 32308 | N/A | PC | GRANT | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,587,439 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $468,751 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $468,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468,751 | 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 | DUKE ENERGY CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 SOUTH CHURCH STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,825,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES AND FEES | Desc |
| Revenue And Expenses Per Books | $2,429 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,429 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $12,071 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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