PIEDMONT NATURAL GAS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PIEDMONT NATURAL GAS FOUNDATION (EIN 20-1786431)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349104203
- Schema version
- 2016v3.0
- 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
- Dissolution Stmt
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:02:15-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 1000 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201786431 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT NATURAL GAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PIED | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.142.180.174 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 12:01:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC1ECEAC94D2DBAD86E244BC7E2078CD6ABB82FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $450,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $152,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$180,177 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $422,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,191 | 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 |
| Other Prof Fees Rev And Expnss | $86,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,470 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $358 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $925,749 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $925,749 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,014,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $989,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$592,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,245 | CashBOYAmt |
| Prepaid Expenses BOY | $4,730 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $7,290,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,318,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,318,923 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,318,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,318,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,318,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$592,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $546,144 | OtherIncreasesAmt |
| Subtotal | $7,272,945 | SubtotalAmt |
| Other Decreases | $7,272,945 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAROLINAS INVESTMENT POOL | PropertyDesc |
| Gain Or Loss | -$180,177 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$180,177 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$180,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $874,339 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,749,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112823 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $904,396 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,011,673 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $828,862 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,403,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $814,921 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,089,390 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $881,952 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,252,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121600 | DistributionYr5Rt |
| Total Distribution | 0.574216 | TotalDistributionRt |
| Average Distribution | 0.114843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,140,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $820,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $821,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $989,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,730 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,730 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,441 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $3,441 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 |
| Individual With Books | THE FOUNDATION FOR THE CAROLINAS | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| TIM GREENHOUSE | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEORGE BALDWIN | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE LEWIS- RAYMOND | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROB PRITCHARD | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | TREASURER | 1.00 | $0 | $0 | $0 |
| WENDY SMITH | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID TRUSTY | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MINH TRAN | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOREE ELSWICK | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIA HAYNES | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 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 | $7,229,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,249,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,249,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,140,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $357,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $357,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,289 | TotalTaxAmt |
| Distributable Before Adj | $355,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $989,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $989,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $988,288 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $522,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $462,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $461,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $511,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $490,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,448,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $989,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $355,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $633,844 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,082,493 | 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 | $522,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,559,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $462,929 | ExcessFromYear4Amt |
| Excess From Year3 | $461,241 | ExcessFromYear3Amt |
| Excess From Year2 | $511,687 | ExcessFromYear2Amt |
| Excess From Year1 | $490,005 | ExcessFromYear1Amt |
| Excess From Current Year | $633,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBEMARLE AREA UNITED WAY INC | ||||||||
| PO BOX 293 | ELIZABETH CITY | NC | 279070293 | NONE | PC | GENERAL SUPPORT | $625 | |
| ALBERMARLE FAMILY YMCA | ||||||||
| 1240 N ROAD STREET | ELIZABETH CITY | NC | 27909 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 128 SOUTH TRYON STREET 1588 | CHARLOTTE | NC | 28022 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ANDERSON AREA YMCA | ||||||||
| 201 EAST REED ROAD | ANDERSON | SC | 296212095 | NONE | PC | "STRONG KIDS" SCHOLARSHIP PROGRAM | $2,500 | |
| ARMED SERVICES YMCA OF THE USA- FAYETTEVILLE | ||||||||
| 439 WESTWOOD SHOPPING CENTER FB430 | FAYETTEVILLE | NC | 283141532 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| ARTS & SCIENCE COUNCIL | ||||||||
| 227 W TRADE STREET SUITE 250 | CHARLOTTE | NC | 28202 | NONE | PC | BUILDING PARTICIPATION, APPRECIATION AND SUPPORT FOR THE ARTS, SCIENCES, HISTORY AND HERITAGE | $50,000 | |
| ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES | ||||||||
| 110 LEAKE AVENEUE HEADQUARTERS | NASHVILLE | TN | 37205 | NONE | PC | GENERAL SUPPORT | $500 | |
| BACKFIELD IN MOTION INC | ||||||||
| 920 WOODLAND STREET | NASHVILLE | TN | 37206 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BAND TOGETHER | ||||||||
| PO BOX 6445 | RALEIGH | NC | 276286445 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BEAUFORT COUNTY UNITED WAY | ||||||||
| PO BOX 1963 | WASHINGTON | NC | 278891963 | NONE | PC | GENERAL OPERATING SUPPORT | $1,050 | |
| BEAUTIFUL PLACES ALLIANCE | ||||||||
| 1205 PENDLETON STREET 517 | COLUMBIA | SC | 29201 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| BETHLEHEM CENTER OF CHARLOTTE INC | ||||||||
| 2702 NORFOLK AVENUE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE | ||||||||
| 1704 CHARLOTTE AVENUE 130 | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BLUE RIDGE PARKWAY FOUNDATION | ||||||||
| 717 S MARSHALL STREET SUITE 105B | WINSTONSALEM | NC | 271015865 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| BOY SCOUTS OF AMERICA MIDDLE TN COUNCIL | ||||||||
| PO BOX 150409 | NASHVILLE | TN | 37215 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| BURKE COUNTY UNITED WAY | ||||||||
| 301 EAST MEETING STREET | MORGANTON | NC | 28655 | NONE | PC | SERVICE TO NEIGHBORS | $850 | |
| CALDWELL ARTS COUNCIL | ||||||||
| PO BOX 1613 | LENIOR | NC | 28645 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CALDWELL COUNTY UNITED FUND | ||||||||
| 108 CRESTLINE PLACE NE | LENOIR | NC | 286451316 | NONE | PC | GENERAL SUPPORT | $750 | |
| CAPE FEAR AREA UNITED WAY | ||||||||
| 5919 OLEANDER DRIVE SUITE 115 | WILMINGTON | NC | 28403 | NONE | PC | UNITED WAY CAMPAIGN | $2,600 | |
| CAROLINA COMMERCE & TECHNOLOGY CENTER INC | ||||||||
| PO BOX 70 | PEMBROKE | NC | 283720070 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CAROLINA RAPTOR CENTER INC | ||||||||
| PO BOX 16443 | CHARLOTTE | NC | 28297 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CATAWBA SCIENCE CENTER INC | ||||||||
| PO BOX 2431 | HICKORY | NC | 28603 | NONE | PC | GENERAL SUPPORT | $49,690 | |
| CATAWBA VALLEY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 2550 HIGHWAY 70 SE | HICKORY | NC | 28602 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CENTER FOR ECONOMIC EMPOWERMENT AND DEVELOPMENT CEED | ||||||||
| 230 HAY STREET | FAYETTEVILLE | NC | 28301 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 1105 KELLY DRIVE | SANFORD | NC | 27330 | NONE | PC | GENERAL SUPPORT | $990 | |
| CENTRE STAGE SOUTH CAROLINA | ||||||||
| 501 RIVER STREET | GREENVILLE | SC | 29601 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CHARLOTTE COMMUNITY TOOLBANK | ||||||||
| 2513 S TRYON STREET | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S MUSEUM OF THE UPSTATE | ||||||||
| 300 COLLEGE STREET | GREENVILLE | SC | 29601 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| CITY RESCUE MISSION | ||||||||
| 331 ADAM STREET | FAYETTEVILLE | NC | 283015117 | NONE | PC | GENERAL SUPPORT | $750 | |
| COMMUNITIES IN SCHOOLS OF ROWAN COUNTY | ||||||||
| 204 E INNES STREET 240 | SALISBURY | NC | 28144 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| COMMUNITY CULINARY SCHOOL OF CHARLOTTE | ||||||||
| 9315-D MONROE ROAD | CHARLOTTE | NC | 28270 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY SOUP KITCHEN OF GOLDSBORO INC | ||||||||
| PO BOX 1064 | GOLDSBORO | NC | 27533 | NONE | PC | GENERAL SUPPORT | $750 | |
| COMMUNITYCODE INC | ||||||||
| 307 W BELTLINE BOULEVARD | ANDERSON | SC | 296251505 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| COMPASS OF CAROLINA INC | ||||||||
| 1100 RUTHERFORD ROAD | GREENVILLE | SC | 296093945 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CORNERSTONE COUNSELING CENTER | ||||||||
| 439 FIRST AVENUE NWMAIN OFFICE | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CRISIS ASSISTANCE MINISTRY | ||||||||
| 500-A SPRATT STREET | CHARLOTTE | NC | 282062913 | NONE | PC | SHARE THE WARMTH | $13,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA INC | ||||||||
| 116 WILSON PIKE CIRCLE | BRENTWOOD | TN | 37027 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| DARE BURLINGTON INC | ||||||||
| 267 W FRONT STREET | BURLINGTON | NC | 27215 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DAVIE COUNTY ARTS COUNCIL | ||||||||
| 622 N MAIN STREET | MOCKSVILLE | NC | 27028 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EAST COAST GREENWAY ALLIANCE | ||||||||
| 5315 HIGHGATE DRIVE SUITE 105 | DURHAM | NC | 27713 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FAMILY CARE CENTER OF CATAWBA VALLEY INC | ||||||||
| 2875 HIGHLAND AVENUE NE | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FAYETTEVILLE STATE UNIVERSITY | ||||||||
| 1200 MURCHISON ROAD REGISTRARS | FAYETTEVILLE | NC | 28301 | NONE | NC-SCHOOL | GENERAL SUPPORT | $2,500 | OFFICE |
| FOOD BANK OF THE ALBEMARLE | ||||||||
| PO BOX 1704 | ELIZABETH CITY | NC | 27906 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 217 SOUTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| FRIENDS OF MT JULIET PARKS AND GREENWAYS | ||||||||
| 2620 PORT KEMBLA DRIVE | MT JULIET | NC | 371227503 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF THE BATTLESHIP NORTH CAROLINA INC | ||||||||
| PO BOX 480 | WILMINGTON | NC | 28402 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF THE THOMAS H LEATH MEMORIAL LIBRARY | ||||||||
| 412 E FRANKLIN STREET | ROCKINGHAM | NC | 283793607 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE WARNER PARKS INC | ||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 372213706 | NONE | PC | GENERAL SUPPORT | $1,520 | |
| GOOD SHEPHERD MINISTRIES OF WILMINGTON INC | ||||||||
| 811 MARTIN STREET | WILMINGTON | NC | 28401 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC | ||||||||
| PO BOX 668768 | CHARLOTTE | NC | 282668768 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| GREEN HILL CENTER FOR NORTH CAROLINA ART | ||||||||
| 200 NORTH DAVIE STREET BOX 4 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GREENWAYS FOR NASHVILLE | ||||||||
| C/O PARKS AND RECREATION DEPTPO BOX | NASHVILLE | TN | 37219 | NONE | PC | GENERAL SUPPORT | $2,500 | 196340 |
| HARNETT CENTRAL HIGH SCHOOL | ||||||||
| 2911 HARNETT CENTRAL ROAD | ANGIER | NC | 275019801 | NONE | PC | GENERAL SUPPORT | $750 | |
| HARNETT COUNTY DUCKS UNLIMITED | ||||||||
| 709 W DIVINE STREET | DUNN | NC | 28334 | NONE | PC | GENERAL SUPPORT | $500 | |
| HARVEST CENTER OF CHARLOTTE INC | ||||||||
| PO BOX 16714 | CHARLOTTE | NC | 28297 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HARVEST HOPE FOOD BANK | ||||||||
| PO BOX 451 | COLUMBIA | SC | 29202 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HIGH POINT AREA ARTS COUNCIL INC | ||||||||
| 121 S CENTENNIAL STREET | HIGH POINT | NC | 27260 | NONE | PC | SHARE THE WARMTH | $3,000 | |
| HIGH POINT REGIONAL HEALTH FOUNDATION | ||||||||
| PO BOX HP-5 | HIGH POINT | NC | 27261 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HIGHLAND RIM ECONOMIC CORPORATION HEAD START | ||||||||
| PO BOX 208 | ERIN | TN | 37061 | NONE | PC | GENERAL OPERATING SUPPORT | $425 | |
| HIP DONELSON INC | ||||||||
| PO BOX 148604 | NASHVILLE | TN | 372141809 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| HOSPICE OF THE UPSTATE INC | ||||||||
| 1835 ROGERS ROAD | ANDERSON | SC | 29621 | NONE | PC | STEM CAPACITY BUILDING FOR STUDENT SUCCESS | $1,500 | |
| INTERACTIVE RESOURCE CENTER INC | ||||||||
| PO BOX 20568 | GREENSBORO | NC | 27420 | NONE | PC | GENERAL SUPPORT | $9,950 | |
| INTERNATIONAL HOUSE OF METROLINA INC | ||||||||
| 1817 CENTRAL AVENUE 215 | CHARLOTTE | NC | 28205 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL NORTH CAROLINA INC | ||||||||
| 3220 NORTHLINE AVENUE | GREENSBORO | NC | 27408 | NONE | PC | GENERAL SUPPORT | $8,500 | |
| KABOOM INC | ||||||||
| 4301 CONNECTICUT AVENUE NW ML-1 | WASHINGTON | DC | 20008 | NONE | PC | PIEDMONT NATURAL GAS FOUNDATION CONTRIBUTION TO THE LENOIR/GEENE UNITED WAY CAMPAIGN | $2,500 | |
| LAM FOUNDATION | ||||||||
| 4520 COOPER ROAD 300 | CINCINNATI | OH | 45242 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LENOIRGREENE UNITED WAY | ||||||||
| 327 N QUEEN STREET 112 | KINSTON | NC | 28501 | NONE | PC | GENERAL SUPPORT | $1,350 | |
| LINCOLN COUNTY SCHOOLS | ||||||||
| 353 N GENERALS BOULEVARD | LINCOLNTON | NC | 28092 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MEALS ON WHEELS OF ROWAN INC | ||||||||
| P O BOX 1914 | SALISBURY | NC | 281451914 | NONE | NC-SCHOOL | GENERAL SUPPORT | $5,000 | |
| MECKLENBURG CITIZENS FOR PUBLIC EDUCATION | ||||||||
| 129 WEST TRADE STREET 1555 | CHARLOTTE | NC | 28202 | NONE | PC | SHARE THE WARMTH | $6,000 | |
| MEDASSIST OF MECKLENBURG | ||||||||
| 4428 TAGGART CREEK ROAD 101 | CHARLOTTE | NC | 28208 | NONE | PC | SHARE THE WARMTH | $2,500 | |
| MEN'S SHELTER OF CHARLOTTE INC | ||||||||
| PO BOX 36471 | CHARLOTTE | NC | 28236 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| METRO POLICE CHRISTMAS CHARITIES INC | ||||||||
| 2231 26TH AVENUE NORTH | NASHVILLE | TN | 37208 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| METROPOLITAN ACTION COMMISSION | ||||||||
| 1624 5TH AVENUE NORTH | NASHVILLE | TN | 37208 | NONE | PC | GENERAL SUPPORT | $5,950 | |
| MID-CUMBERLAND COMMUNITY ACTION AGENCY INC | ||||||||
| PO BOX 310 | LEBANON | TN | 370880310 | NONE | NC-GOVERNMENT | PROJECT SHARE THE WARMTH | $2,125 | |
| MIRACLE HILL MINISTRIES INC | ||||||||
| MIRACLE HILL MINISTRIES 490 S | GREENVILLE | SC | 296072526 | NONE | PC | GENERAL SUPPORT | $2,500 | PLEASANTBURG DR |
| MONROE HARDING INC | ||||||||
| 1120 GLENDALE LANE | NASHVILLE | TN | 37204 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MYM SERVICES | ||||||||
| 420 EAST 15TH STREET | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NASHVILLE FOOD PROJECT INC | ||||||||
| 3605 HILLSBORO PIKE | NASHVILLE | TN | 372152123 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NASHVILLE STATE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 120 WHITE BRIDGE ROAD | NASHVILLE | TN | 37209 | NONE | PC | GENERAL SUPPORT | $3,224 | |
| NATIONAL ASSOCIATION FOR COLLEGE ADMISSION COUNSELING INC | ||||||||
| 1050 N HIGHLAND STREET 400 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $200 | |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE OF PIEDMONT | ||||||||
| 713 N GREENE STREET | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||||
| 325 NORTH SALISBURY STREET MSC 2420 | RALEIGH | NC | 27699 | NONE | PC | GENERAL SUPPORT | $21,500 | |
| NORTH CAROLINA WILDLIFE FEDERATION | ||||||||
| P O BOX 10626 | RALEIGH | NC | 276050626 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NOURISHNC INC | ||||||||
| PO BOX 3235 | WILMINGTON | NC | 28406 | NONE | PC | GENERAL SUPPORT | $600 | |
| PALMETTO PRIDE THE GOVERNOR'S COUNCIL ON BEAUTIFICATION & LI | ||||||||
| 2700 MIDDLEBURG DRIVE 216 | COLUMBIA | SC | 29250 | NONE | PC | GENERAL SUPPORT | $4,380 | |
| PARKTON SCHOOL | ||||||||
| 400 N GREEN STREET | PARKTON | NC | 283710189 | NONE | NC-GOVERNMENT | SHARE THE WARMTH | $1,000 | |
| PENCIL FOUNDATION | ||||||||
| 421 GREAT CIRCLE ROAD 100 | NASHVILLE | TN | 372281407 | NONE | NC-SCHOOL | GENERAL SUPPORT | $5,000 | |
| REACH OUT FIRST INC | ||||||||
| 707 N GREENE STREET | GREENSBORO | NC | 274012019 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ROANOKE VALLEY UNITED WAY (NC) | ||||||||
| PO BOX 760 | ROANOKE RAPIDS | NC | 278700760 | NONE | PC | GENERAL SUPPORT | $1,150 | |
| RONALD MCDONALD HOUSE OF THE CAROLINAS INC | ||||||||
| 706 GROVE ROAD | GREENVILLE | SC | 296054211 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ROWAN COUNTY UNITED WAY INC | ||||||||
| 1930 JAKE ALEXANDER BLVD W B | SALISBURY | NC | 281471186 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| SALVATION ARMY - GREENVILLE | ||||||||
| PO BOX 1237 | GREENVILLE | SC | 29601 | NONE | PC | UNITED ARTS FUN 2013 | $6,000 | |
| SENIOR SERVICES INC | ||||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | NONE | PC | AGENCY INITIATIVES | $5,000 | |
| SOUTH CAROLINA GOVERNOR'S OFFICE | ||||||||
| 1205 PENDLETON STREET | COLUMBIA | SC | 29201 | NONE | PC | UNITED WAY CAMPAIGN | $7,000 | |
| SOUTH CAROLINA GOVERNOR'S SCHOOL FOR SCIENCE AND MATH FDN | ||||||||
| 1201 MAIN STREET SUITE 2350 | COLUMBIA | SC | 29201 | NONE | PC | CORPORATE GIFT | $5,000 | |
| SOUTHERN WORD INC | ||||||||
| 1704 CHARLOTTE AVENUE 200 | NASHVILLE | TN | 372032972 | NONE | PC | UNITED WAY CAMPAIGN | $3,500 | |
| TEACH FOR AMERICA - CHARLOTTE | ||||||||
| 5855 EXECUTIVE CENTER DRIVE 200 | CHARLOTTE | NC | 28212 | NONE | PC | 2012 GIVING FROM THE HEART VOLUNTEER AWARDS | $10,000 | |
| TURNIP GREEN CREATIVE REUSE | ||||||||
| 535 4TH AVENUE S | NASHVILLE | TN | 37210 | NONE | PC | ANNUAL CAMPAIGN | $2,500 | |
| UNITED ARTS COUNCIL OF CATAWBA COUNTY | ||||||||
| PO BOX 2386 | HICKORY | NC | 286031004 | NONE | PC | ANNUAL CAMPAIGN | $2,000 | |
| UNITED ARTS COUNCIL OF GREENSBORO INC | ||||||||
| PO BOX 877 | GREENSBORO | NC | 27402 | NONE | PC | UNITED WAY CAMPAIGN | $10,000 | |
| UNITED WAY OF ALAMANCE COUNTY | ||||||||
| 803 HERMITAGE ROAD | BURLINGTON | NC | 27215 | NONE | PC | UNITED WAY CAMPAIGN | $10,000 | |
| UNITED WAY OF ANDERSON COUNTY | ||||||||
| PO BOX 2067 | ANDERSON | SC | 296222067 | NONE | PC | UNITED WAY OF FORSYTH COUNTY CAMPAIGN | $3,900 | |
| UNITED WAY OF CATAWBA COUNTY INC | ||||||||
| PO BOX 2425 | HICKORY | NC | 28603 | NONE | PC | UNITED WAY OF GREATER GREENSBORO ANNUAL CAMPAIGN | $3,800 | |
| UNITED WAY OF CENTRAL CAROLINAS INC | ||||||||
| 301 SOUTH BREVARD STREET REGIONAL | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL OPERATING SUPPORT | $94,000 | HEADQUARTERS |
| UNITED WAY OF COASTAL CAROLINA INC | ||||||||
| 601 BROAD STREET | NEW BERN | NC | 28560 | NONE | PC | 2013 UNITED WAY ANNUAL CAMPAIGN | $1,000 | |
| UNITED WAY OF CUMBERLAND COUNTY | ||||||||
| 222 MAIDEN LANE | FAYETTEVILLE | NC | 28301 | NONE | PC | PIEDMONT NATURAL GAS CONTRIBUTION TO THE 2-1-1 PHONE FOR HARNETT COUNTY | $8,500 | |
| UNITED WAY OF DAVIDSON COUNTY - LEXINGTON NC | ||||||||
| PO BOX 492 | LEXINGTON | NC | 272930492 | NONE | PC | UNITED WAY OF LINCOLN COUNTY 2013 CAMPAIGN | $800 | |
| UNITED WAY OF FORSYTH COUNTY INC | ||||||||
| 301 N MAIN STREET 1700 | WINSTONSALEM | NC | 27101 | NONE | PC | UNITED WAY PIEDMONT GRANT | $8,600 | |
| UNITED WAY OF GREATER GREENSBORO INC | ||||||||
| PO BOX 14998 | GREENSBORO | NC | 274154998 | NONE | PC | FUNDING FOR 10 COMMUNITY BASED AGENCIES | $16,300 | |
| UNITED WAY OF GREATER HIGH POINT INC | ||||||||
| 201 CHURCH AVENUE | HIGH POINT | NC | 272624805 | NONE | PC | COMMUNITY FUND/UNITED WAY CAMPAIGN | $4,400 | |
| UNITED WAY OF GREENVILLE COUNTY INC | ||||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | NONE | PC | 2013 UNITED WAY CAMPAIGN | $13,600 | |
| UNITED WAY OF HARNETT COUNTY INC | ||||||||
| PO BOX 1322 | DUNN | NC | 283351322 | NONE | PC | UNITED WAY CAMPAIGN | $400 | |
| UNITED WAY OF LINCOLN COUNTY | ||||||||
| PO BOX 234 | LINCOLNTON | NC | 28093 | NONE | PC | UNITED WAY CAMPAIGN | $750 | |
| UNITED WAY OF MIDDLE TENNESSEE INC | ||||||||
| 250 VENTURE CIRCLE | NASHVILLE | TN | 37228 | NONE | PC | UNITED WAY OF RICHMOND COUNTY 2012 CAMPAIGN | $26,000 | |
| UNITED WAY OF MOORE COUNTY INC | ||||||||
| 375-D SOUTHEAST BROAD STREET | SOUTHERN PINES | NC | 28387 | NONE | PC | 2013 CAMPAIGN | $700 | |
| UNITED WAY OF ONSLOW COUNTY INC | ||||||||
| PO BOX 5124 | JACKSONVILLE | NC | 28540 | NONE | PC | UNITED WAY CAMPAIGN | $300 | |
| UNITED WAY OF PITT COUNTY | ||||||||
| PO BOX 1028 | GREENVILLE | NC | 278351028 | NONE | PC | CAMPAIGN 2011/2012 | $395 | |
| UNITED WAY OF RANDOLPH COUNTY INC | ||||||||
| PO BOX 597 | ASHEBORO | NC | 272040597 | NONE | PC | 2013 UNITED WAY OF SCOTLAND COUNTY CAMPAIGN | $1,550 | |
| UNITED WAY OF RICHMOND COUNTY | ||||||||
| 208 EAST FRNAKLIN STREET | ROCKINGHAM | NC | 28379 | NONE | PC | GENERAL OPERATING SUPPORT | $1,100 | |
| UNITED WAY OF ROBESON COUNTY INC | ||||||||
| PO BOX 2652 | LUMBERTON | NC | 28359 | NONE | PC | UNITED WAY COMMUNITY IMPACT | $1,650 | |
| UNITED WAY OF ROCKINGHAM COUNTY INC | ||||||||
| 335 COUNTY HOME ROAD | REIDSVILLE | NC | 27320 | NONE | PC | COMMUNITY CAMPAIGN | $2,600 | |
| UNITED WAY OF SAMPSON COUNTY INC | ||||||||
| PO BOX 1677 | CLINTON | NC | 28329 | NONE | PC | UNITED WAY CAMPAIGN | $470 | |
| UNITED WAY OF SCOTLAND COUNTY INC | ||||||||
| PO BOX 742 | LAURINBURG | NC | 28353 | NONE | PC | GENERAL SUPPORT | $570 | |
| UNITED WAY OF THE GREATER TRIANGLE INC | ||||||||
| 2400 PERIMETER PARK DRIVE 150 | MORRISVILLE | NC | 27560 | NONE | NC-SCHOOL | GENERAL SUPPORT | $1,450 | |
| UNITED WAY OF THE PIEDMONT INC | ||||||||
| PO BOX 5624 | SPARTANBURG | SC | 29304 | NONE | PC | GENERAL SUPPORT | $6,500 | |
| UNITED WAY OF WAYNE COUNTY INC | ||||||||
| PO BOX 73 | GOLDSBORO | NC | 275330073 | NONE | PC | GENERAL SUPPORT | $1,080 | |
| UNITED WAY TAR RIVER REGION | ||||||||
| 2501 SUNSET AVENUE MAIN OFFICE | ROCKY MOUNT | NC | 27804 | NONE | PC | GENERAL SUPPORT | $985 | |
| UNIVERSITY OF SOUTH CAROLINA FOUNDATION | ||||||||
| 1600 HAMPTON STREET 7TH FLOOR | COLUMBIA | SC | 29208 | NONE | PC | GENERAL SUPPORT | $500 | UNIVERSITY DEVELOPMENT |
| UPSTATE CIRCLE OF FRIENDS | ||||||||
| 29 RIDGEWAY DRIVE | GREENVILLE | SC | 296052454 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| URBAN LEAGUE OF THE UPSTATE | ||||||||
| 201 CAULDER AVENUE 220 SPARTANBURG | SPARTANBURG | SC | 29306 | NONE | PC | GENERAL SUPPORT | $1,920 | OFFICE |
| USO OF NORTH CAROLINA INC | ||||||||
| PO BOX 91536 | RALEIGH | NC | 276751536 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| YMCA - HARRIS BRANCH | ||||||||
| 5900 QUAIL HOLLOW ROAD | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| YMCA OF CATAWBA VALLEY | ||||||||
| 1375 LENIOR RHYNE BOULEVARD SE | HICKORY | NC | 28602 | NONE | PC | GENERAL SUPPORT | $2,500 | SUITE 202 |
| YMCA OF GREATER CHARLOTTE | ||||||||
| 400 E MOREHEAD STREET 5TH FLOOR | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| YMCA OF HIGH POINT INC | ||||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YWCA OF THE CENTRAL CAROLINAS INC | ||||||||
| 3420 PARK ROAD | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $925,749 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$180,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$27,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$27,986 | 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 | PIEDMONT NATURAL GAS COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4720 PIEDMONT ROW DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE ENERGY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH TRYON ST | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | PIEDMONT NATURAL GAS FOUNDATION MERGED WITH DUKE ENERGY FOUNDATION AN ORGANIZATION EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON DECEMBER 31, 2016. DUKE ENERGY FOUNDATION IS THE ONLY SURVIVING ENTITY. | ShortExplanationTxt |
| Dissolution | $7,272,945 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUND INVESTMENT | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PIEDMONT NATURAL GAS FOUNDATION MERGED WITH DUKE ENERGY FOUNDATION AN ORGANIZATION EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON DECEMBER 31, 2016. DUKE ENERGY FOUNDATION IS THE ONLY SURVIVING ENTITY. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERGER OF NET ASSETS INTO DUKE ENERGY | Desc |
| Amt | $7,272,945 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $358 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $358 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $546,144 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $21,307 | $21,307 | $0 |
| ADMINISTRATIVE FEES | $65,433 | $1,963 | $63,470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,289 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments