PIEDMONT NATURAL GAS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PIEDMONT NATURAL GAS FOUNDATION (EIN 20-1786431)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-13
IRS object ID
201341649349100109
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-13T14:25:54-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN560574444EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11111 METROPOLITAN AVENUE SUITE 1000AddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28204ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201786431EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PIEDMONT NATURAL GAS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPIEDNameControl
Phone7049734500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NORTH TRYON STREETAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28202ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTRUSTEEName
TitleTRUSTEETitle
Phone7049734500Phone
Date Signed2013-06-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANICE A RATICAName
PTINP00358837PTIN
Phone7043771678Phone
Date Prepared2013-05-28DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7069048FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss60738DividendsRevAndExpnss
Dividends Net Invst Incm60738DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss68653NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm68653CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses129391TotalRevenueAndExpenses
Total Net Investment Income129391TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss68957OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm5499OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps63458OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss3541TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss87OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps87OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss72585TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5499TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps63545TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss751376ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps751376ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss823961TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5499TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps814921TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-694570ExcessOfRevenueOverExpenses
Net Investment Income123892NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY20140CashBOY
Cash EOY107673CashEOY
Cash EOYFMV107673CashEOYFMV
Prepaid Expenses EOY1740PrepaidExpensesEOY
Prepaid Expenses EOYFMV1740PrepaidExpensesEOYFMV
Investments Corp Stock BOY7106511InvestmentsCorpStockBOY
Investments Corp Stock EOY6959635InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV6959635InvestmentsCorpStockEOYFMV
Total Assets BOY7126651TotalAssetsBOY
Total Assets EOY7069048TotalAssetsEOY
Total Assets EOYFMV7069048TotalAssetsEOYFMV
Accounts Payable BOY4AccountsPayableBOY
Grants Payable BOY145000GrantsPayableBOY
Grants Payable EOY70000GrantsPayableEOY
Total Liabilities BOY145004TotalLiabilitiesBOY
Total Liabilities EOY70000TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY6981647CapitalStockBOY
Capital Stock EOY6999048CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY6981647TotalNetAssetsBOY
Total Net Assets EOY6999048TotalNetAssetsEOY
Total Liabilities Net Assets BOY7126651TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7069048TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY6981647TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-694570ExcessOfRevenueOverExpenses
Other Increases711971OtherIncreases
Subtotal6999048Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6999048TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetCAPITAL GAIN FROM INTEREST IN FOUNDATION FOR THE CAROLINAS INVESTMENT POOLDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2010-01-01DateAcquired
Date Sold2012-06-30DateSold
Gain Or Loss68653GainOrLoss
Gains Minus Excess Or Losses68653GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income68653CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1881952QualifyingDistributionsYear1
Noncharitable Assets Year17252889NoncharitableAssetsYear1
Distribution Ratio Year10.121600DistributionRatioYear1
Qualifying Distributions Year21039648QualifyingDistributionsYear2
Noncharitable Assets Year26947872NoncharitableAssetsYear2
Distribution Ratio Year20.149635DistributionRatioYear2
Qualifying Distributions Year31064216QualifyingDistributionsYear3
Noncharitable Assets Year35903922NoncharitableAssetsYear3
Distribution Ratio Year30.180256DistributionRatioYear3
Qualifying Distributions Year4777339QualifyingDistributionsYear4
Noncharitable Assets Year46730594NoncharitableAssetsYear4
Distribution Ratio Year40.115493DistributionRatioYear4
Qualifying Distributions Year5849027QualifyingDistributionsYear5
Noncharitable Assets Year57732517NoncharitableAssetsYear5
Distribution Ratio Year50.109800DistributionRatioYear5
Total Distribution Ratio0.676784TotalDistributionRatio
Average Distribution Ratio0.135357AverageDistributionRatio
Net Noncharitable Assets7089390NetNoncharitableAssets
Adjusted Noncharitable Assets959599AdjustedNoncharitableAssets
One Percent Net Investment Income1239OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One960838AdjNonchrtblAssetsAndOnePct
Qualifying Distributions814921QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2478InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2478Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2478TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1740EstTaxPaymentsAndOverpayment
Tax Paid With Extension1000TaxPaidWithExtension
Total Credits And Payments2740TotalCreditsAndPayments
Penalty For Underpayment34PenaltyForUnderpayment
Overpayment228Overpayment
Amount Credited To Next Year228AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNCStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTHE FOUNDATION FOR THE CAROLINASBooksInCareOfPersonName
Books In Care Of Phone Number7049734500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1220 N TRYON STREETAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28202ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person1FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameMARGARET M GRIFFITHPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11525 WEST WT HARRIS BLVDAddressLine1
CityCHARLOTTECity
StateNCState
ZIP Code28288ZIPCode
FieldValueIRS element (for citing)
TitleDIRECTORTitle
Avg Hours Per Wk Devoted To Position40.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities7109374AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances87976AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets7197350TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets7197350AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable107960CashDeemedCharitable
Net Noncharitable Assets7089390NetNoncharitableAssets
Minimum Investment Return354470MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return354470MinimumInvestmentReturn
Tax Based On Investment Income2478TaxBasedOnInvestmentIncome
Total Tax2478TotalTax
Distributable Amount Before Adj351992DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded351992DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted351992DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions814921ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions814921QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions814921AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted351992DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5474797ExcessDistriCarryoverYear5
Excess Distri Carryover Year4446744ExcessDistriCarryoverYear4
Excess Distri Carryover Year3772460ExcessDistriCarryoverYear3
Excess Distri Carryover Year2697464ExcessDistriCarryoverYear2
Excess Distri Carryover Year1522787ExcessDistriCarryoverYear1
Total Excess Distri Carryover2914252TotalExcessDistriCarryover
Qualifying Distributions814921QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year351992AppliedToCurrentYear
Remaining Distri From Corpus462929RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus3377181TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5474797ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2902384ExcessDistriCyovToNextYear
Excess From Year4446744ExcessFromYear4
Excess From Year3772460ExcessFromYear3
Excess From Year2697464ExcessFromYear2
Excess From Year1522787ExcessFromYear1
Excess From Current Year462929ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (108 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AMERICAN RED CROSS - UPSTATE SC CHAPTER
PO BOX 9035GREENVILLESC29604NONE509(A)(1)ANNUAL CAMPAIGN$1,500
UNITED WAY OF CUMBERLAND COUNTY
222 MAIDEN LANEFAYETTEVILLENC28301NONE509(A)(1)UNITED WAY CAMPAIGN$7,000
UNITED WAY OF DAVIDSON COUNTY - LEXINGTON NC
PO BOX 492LEXINGTONNC272930492NONE509(A)(1)UNITED WAY CAMPAIGN$750
YMCA OF GREENVILLE
612 C SOUTH MAIN STREETGREENVILLESC29601NONE509(A)(1)ANNUAL CAMPAIGN$2,000
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF HIGH POINT
112 GATEWOOD AVENUEHIGH POINTNC272624945NONE509(A)(1)ANNUAL CAMPAIGN$1,000
UNITED WAY OF ALAMANCE COUNTY
PO BOX 1268BURLINGTONNC272161268NONE509(A)(1)AGENCY INITIATIVES$10,000
NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
PO BOX 2733DURHAMNC27715NONESCHOOLEDUCATION$1,500
UNITED WAY OF CENTRAL CAROLINAS INC
301 SOUTH BREVARD STREETCHARLOTTENC28202NONE509(A)(1)ANNUAL CAMPAIGN$93,000
FURMAN UNIVERSITY
FINANCIAL AID OFFICEGREENVILLESC29613NONESCHOOLEDUCATION$75,000
UNITED WAY OF GREATER GREENSBORO
3300 POINSETT HIGHWAYGREENSBORONC274154998NONE509(A)(1)UNITED WAY OF GREATER GREENSBORO ANNUAL CAMPAIGN$16,100
UNITED WAY OF FORSYTH COUNTY
P O BOX 14998WINSTONSALEMNC27101NONE509(A)(1)UNITED WAY OF FORSYTH COUNTY CAMPAIGN$8,500
UNITED WAY OF GREATER HIGH POINT
301 N MAIN STREET SUITE 1700HIGH POINTNC272624805NONE509(A)(1)GENERAL OPERATING SUPPORT$4,350
SOUTH CAROLINA GOVERNOR'S OFFICE
201 CHURCH AVENUECOLUMBIASC29209NONEGOVERNMENT AGENCYSHARE THE WARMTH$7,000
DEVELOPMENT FOUNDATION OF THE NC CENTER FOR THE ADVANCEMENT
1205 PENDLETON STREETCULLOWHEENC278239062NONE509(A)(1)ANNUAL CAMPAIGN$10,000
GREENVILLE FORWARD
276 NCCAT DRIVEGREENVILLESC29601NONE509(A)(1)ANNUAL CAMPAIGN$1,500
MAKE A WISH FOUNDATION OF CENTRAL AND WESTERN NC
24 CLEVELAND STREETCHARLOTTENC28281NONE509(A)(1)GENERAL SUPPORT$6,000
QUEENS UNIVERSITY OF CHARLOTTE
212 SOUTH TRYON STREETCHARLOTTENC28274NONESCHOOLEDUCATION$27,000
UNITED WAY OF SAMPSON COUNTY INC
SUITE 1080CLINTONNC28329NONE509(A)(1)CAMPAIGN 2011/2012$450
UNITED WAY OF CATAWBA COUNTY INC
1900 SELWYN AVENUEHICKORYNC28603NONE509(A)(1)2012 GIVING FROM THE HEART VOLUNTEER AWARDS$3,700
COMMUNITIES IN SCHOOLS OF WAYNE COUNTY INC
PO BOX 1677GOLDSBORONC27532NONE509(A)(1)GENERAL SUPPORT$1,000
WIN-WIN RESOLUTIONS INC
PO BOX 2425GREENSBORONC274012878NONE509(A)(1)GENERAL SUPPORT$1,500
CENTER FOR DEVELOPMENTAL SERVICES
PO BOX 11557GREENVILLESC296012629NONE509(A)(3)SUPPORT FOR CENTRAL INTAKE AND SCHEDULING PROGRAM$1,000
UNITED ARTS COUNCIL OF GREENSBORO
122 N ELM STREET 516GREENSBORONC27402NONE509(A)(2)UNITED ARTS FUN 2012$6,000
UNITED WAY OF GREENVILLE COUNTY
29 NORTH ACADEMY STREETGREENVILLESC29607NONE509(A)(1)2011/2012 UNITED WAY ANNUAL CAMPAIGN$13,060
CATAWBA SCIENCE CENTER INC
PO BOX 877HICKORYNC28603NONE509(A)(1)GENERAL SUPPORT$1,000
SCIWORKS THE SCIENCE CENTER AND ENVIRONMENTAL PARK
105 EDINBURGH COURTWINSTON SALEMNC271059667NONE509(A)(1)SCIENCE EDUCATION$1,500
CALDWELL ARTS COUNCIL
PO BOX 2431LENIORNC28645NONE509(A)(1)GENERAL SUPPORT$750
JUNIOR ACHIEVEMENT OF UPSTATE SC
400 WEST HANES MILL ROADGREENVILLESC29615NONE509(A)(1)STUDENT SUCCESS$2,500
JUNIOR ACHIEVEMENT OF CENTRAL NORTH CAROLINA INC
PO BOX 1613GREENSBORONC27408NONE509(A)(1)STEM CAPACITY BUILDING FOR STUDENT SUCCESS$1,500
CHEROKEE COUNTY MEALS ON WHEELS
530 HOWELL ROAD SUITE 103GAFFNEYSC29342NONE509(A)(1)"SO NO SENIOR GOES HUNGRY"$1,000
ARTS COUNCIL INC - WINSTON SALEM
3220 NORTHLINE AVENUEWINSTONSALEMNC27101NONE509(A)(2)GENERAL SUPPORT$1,500
NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIES
P O BOX 1886RALEIGHNC27604NONE509(A)(1)GENERAL SUPPORT$500
DAN MILLS ELEMENTARY
226 NORTH MARSHALL STREETNASHVILLETN372162522NONESCHOOLEDUCATION$6,498
HABITAT FOR HUMANITY INTERNATIONAL INC
530 N BLOUNT STREETAMERICUSGA317093498NONE509(A)(1)GENERAL SUPPORT$1,500
HANDS ON NASHVILLE INC
4106 KENNEDY AVENUENASHVILLETN37203NONE509(A)(1)GENERAL SUPPORT$25,000
HUNGRY ANGELZ
RESOURCE DEVELOPMENTFAYETTEVILLENC28304NONE509(A)(1)GENERAL OPERATING SUPPORT$1,000
NORTH CAROLINA HEROES FUND INC
121 HABITAT STREETPINEVILLENC28134NONE509(A)(1)GENERAL SUPPORT$5,000
BOY SCOUTS OF AMERICA - PALMETTO COUNCIL
209 10TH AVENUE SOUTHSPARTANBURGSC293065232NONE509(A)(1)GENERAL SUPPORT$1,500
PEACE CENTER FOUNDATION
CUMMINS STATION SUITE 318GREENVILLESC296012611NONE509(A)(1)COMMUNITY ENGAGEMENT AND LEARNING$500
PENCIL FOUNDATION
5017 NORTH SUMAC CIRCLENASHVILLETN372281407NONE509(A)(1)GENERAL SUPPORT$1,500
REACH OUT AND READ
PO BOX 652SYLVANC28779NONE509(A)(1)GENERAL SUPPORT$1,000
SAFE HARBOR INC
420 SOUTH CHURCH STREETGREENVILLESC296020174NONE509(A)(1)GENERAL OPERATING SUPPORT$1,000
TEACHING FELLOWS INSTITUTE INC
101 WEST BROAD STREETCHARLOTTENC282778695NONE509(A)(1)GENERAL SUPPORT$5,000
CAPE FEAR AREA UNITED WAY
421 GREAT CIRCLE ROAD SUITE 100WILMINGTONNC28401NONE509(A)(1)UNITED WAY CAMPAIGN$2,535
HIGHLAND RIM ECONOMIC CORPORATION
18 PLOTT DRIVEERINTN37061NONE509(A)(1)SHARE THE WARMTH$425
UNITED WAY OF HARNETT COUNTY
PO BOX 174DUNNNC283351322NONE509(A)(1)PIEDMONT NATURAL GAS CONTRIBUTION TO THE 2-1-1 PHONE FOR HARNETT COUNTY$300
UNITED WAY OF RICHMOND COUNTY
9502 PROVIDENCE ROADROCKINGHAMNC28379NONE509(A)(1)UNITED WAY OF RICHMOND COUNTY 2012 CAMPAIGN$1,000
UNITED WAY OF THE PIEDMONT
5919 OLEANDER DRIVE SUITE 115SPARTANBURGSC29304NONE509(A)(1)UNITED WAY COMMUNITY IMPACT$6,200
UNITED WAY OF WAYNE COUNTY INC
PO BOX 208GOLDSBORONC275330073NONE509(A)(1)COMMUNITY CAMPAIGN$1,050
UNIVERSITY OF SOUTH CAROLINA FOUNDATION
PO BOX 1322COLUMBIASC29208NONE509(A)(1)GENERAL SUPPORT$250
WOMEN'S RESOURCE CENTER
101 ROCKINGHAM ROADHICKORYNC286031608NONE509(A)(1)GENERAL SUPPORT$1,500
ANDERSON AREA YMCA
PO BOX 5624ANDERSONSC296212095NONE509(A)(2)"STRONG KIDS" SCHOLARSHIP PROGRAM$1,000
ARTS & SCIENCE COUNCIL
PO BOX 73CHARLOTTENC28202NONE509(A)(1)BUILDING PARTICIPATION, APPRECIATION AND SUPPORT FOR THE ARTS, SCIENCES, HISTORY AND HERITAGE THROUGHOUT CHARLOTTE-MECKLENBURG.$50,000
23RD PSALM MINISTRY INC
UNIV DEV C/O GIFT PROCESSINGNASHVILLETN372181606NONE509(A)(1)GENERAL SUPPORT$1,000
ALAMANCE COUNTY ARTS COUNCIL INC
1600 HAMPTON ST 7TH FLOORGRAHAMNC27253NONE509(A)(1)ARTS EDUCATION$1,000
BELL FOUNDATION
PO BOX 1608DORCHESTERMA02122NONE509(A)(1)GENERAL SUPPORT$5,000
CHARLOTTE BRIDGE HOME INC
201 EAST REED ROADCHARLOTTENC28204NONE509(A)(1)GENERAL SUPPORT$50,000
CHILDREN'S MUSEUM OF THE UPSTATE INC
227 W TRADE STREET SUITE 250GREENVILLESC29601NONE509(A)(1)GENERAL SUPPORT$1,000
CHURCH WORLD SERVICE INC
517 BOB WHITE COURTCHARLOTTENC28204NONE509(A)(1)GENERAL SUPPORT$3,000
CITIZEN SCHOOLS INC
213 SOUTH MAIN STREETCHARLOTTENC28212NONE509(A)(1)GENERAL SUPPORT$25,000
COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO
60 CLAYTON STREETGREENSBORONC274012818NONE509(A)(3)GREAT LEAPS READING PROGRAM$3,500
CHARLOTTE MECKLENBURG BOARD OF EDUCATION
1512 E FOURTH STREETCHARLOTTENC28230NONE509(A)(1)GENERAL SUPPORT$5,000
TEACH FOR AMERICA
300 COLLEGE STREETNEW YORKNY10018NONE509(A)(1)GENERAL SUPPORT$5,000
THOMASVILLE COMMUNITY MINISTRY INC
300 HAWTHORNE LANETHOMASVILLENC273611841NONE509(A)(1)GENERAL SUPPORT$750
UNITED WAY OF THE GREATER TRIANGLE
5624 EXECUTIVE CENTER DRIVE SUITERESEARCH TRIANGLE PKNC277095387NONE509(A)(1)GENERAL OPERATING SUPPORT$1,400105
UNITED WAY OF ANDERSON COUNTY
122 NORTH ELM STREET SUITE 301ANDERSONSC296222067NONE509(A)(1)CORPORATE GIFT$3,740
UNITED WAY OF CENTRAL CAROLINAS INC
PO BOX 30035CHARLOTTENC28202NONE509(A)(1)UNITED WAY OF CENTRAL CAROLINAS/PNG ANNUAL CORPORATE GIFT$465
UNITED WAY OF MIDDLE TENNESSEE INC
315 W 36TH STREET 6TH FLOORNASHVILLETN372280420NONE509(A)(1)UNITED WAY PIEDMONT GRANT$25,000
UNITED WAY OF MITCHELL COUNTY INC
PO BOX 1841SPRUCE PINENC287770367NONE509(A)(1)FUNDING FOR 10 COMMUNITY BASED AGENCIES$300
UNITED WAY OF MOORE COUNTY
P O BOX 110387SOUTHERN PINESNC28387NONE509(A)(1)COMMUNITY FUND/UNITED WAY CAMPAIGN$650
UNITED WAY OF ONSLOW COUNTY INC
PO BOX 2067JACKSONVILLENC28540NONE509(A)(1)2011/2012 UNITED WAY CAMPAIGN$150
UNITED WAY OF ROBESON COUNTY
301 SOUTH BREVARD STREETLUMBERTONNC28359NONE509(A)(1)2012 CAMPAIGN$1,600
UNITED WAY OF SCOTLAND COUNTY
PO BOX 280420LAURINBURGNC28353NONE509(A)(1)2011/2012 UNITED WAY OF SCOTLAND COUNTY CAMPAIGN$550
NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES
31 CROSS STREET SUITE 210RALEIGHNC27699NONE509(A)(1)PROJECT SHARE THE WARMTH$21,500
ROCKINGHAM COUNTY ARTS COUNCIL INC
375-D SOUTHEAST BROAD STREETWENTWORTHNC27375NONE509(A)(1)GENERAL SUPPORT$1,000
ROWAN COUNTY UNITED WAY INC
PO BOX 5124SALISBURYNC281471186NONE509(A)(1)GENERAL SUPPORT$3,900
SPORTS 4 ALL FOUNDATION
PO BOX 2652NASHVILLETN37209NONE509(A)(1)GENERAL SUPPORT$5,378
AMERICAN DIABETES ASSOCIATION INC
PO BOX 742RALEIGHNC27601NONE509(A)(1)GENERAL OPERATING SUPPORT$1,000
AMERICAN RED CROSS - GREATER CAROLINAS CHAPTER
325 NORTH SALISBURY STREETCHARLOTTENC28236NONE509(A)(1)GENERAL SUPPORT$10,000
BEAUFORT COUNTY UNITED WAY
MSC 2420WASHINGTONNC278891963NONE509(A)(1)GENERAL OPERATING SUPPORT$1,000
BURKE COUNTY UNITED WAY
1122 NC HWY 65MORGANTONNC28655NONE509(A)(1)SERVICE TO NEIGHBORS$800
CALDWELL COUNTY UNITED FUND
1930 JAKE ALEXANDER W SUITE BLENOIRNC286451316NONE509(A)(1)UNITED WAY OF CALDWELL COUNTY 2011-2012 CAMPAIGN$700
CALDWELL MEMORIAL HOSPITAL FOUNDATION
5827 CHARLOTTE PIKELENOIRNC286455723NONE509(A)(1)GENERAL SUPPORT$1,500
COMMUNITIES IN SCHOOLS OF HIGH POINT INC
434 FAYETTEVILLE STREET MALLHIGH POINTNC272626735NONE509(A)(1)GENERAL SUPPORT$1,500
CRISIS ASSISTANCE MINISTRY
TWO HANOVER SQUARE SUITE 1600CHARLOTTENC282062913NONE509(A)(1)SHARE THE WARMTH$13,000
CROSBY SCHOLARS COMMUNITY PARTNERSHIP
2425 PARK ROADWINSTONSALEMNC27105NONE509(A)(1)GENERAL SUPPORT$1,000
DAVIE COUNTY ARTS COUNCIL
PO BOX 1963MOCKSVILLENC27028NONE509(A)(1)GENERAL SUPPORT$1,000
DAVIE COUNTY UNITED WAY INC
301 EAST MEETING STREETMOCKSVILLENC270280744NONE509(A)(1)GENERAL CAMPAIGN & DIRECT PROGRAM SUPPORT$1,000
GREENWAYS FOR NASHVILLE
PO BOX 1316NASHVILLETN37219NONE509(A)(1)GENERAL SUPPORT$25,000
HIGH POINT AREA ARTS COUNCIL INC
407 MULBERRY STREETHIGH POINTNC27262NONE509(A)(2)2012 UNITED ARTS FUND DRIVE$1,000
JUNIOR ACHIEVEMENT OF EASTERN NORTH CAROLINA
PO BOX 6735RALEIGHNC27606NONE509(A)(1)GENERAL SUPPORT$2,500
LENOIR COUNTY UNITED WAY
500-A SPRATT STREETKINSTONNC285043378NONE509(A)(1)PIEDMONT NATURAL GAS FOUNDATION CONTRIBUTION TO THE LENOIR/GEENE UNITED WAY CAMPAIGN$1,300
METROPOLITAN ACTION COMMISSION
2701 UNIVERSITY PARKWAYNASHVILLETN37208NONE509(A)(1)SHARE THE WARMTH$5,950
MID-CUMBERLAND COMMUNITY ACTION AGENCY
622 N MAIN STREETLEBANONTN370880310NONE509(A)(1)SHARE THE WARMTH$2,125
ROCKINGHAM COUNTY EDUCATION FOUNDATION
PO BOX 744WENTWORTHNC273750326NONE509(A)(1)GENERAL SUPPORT$2,000
UNITED WAY OF LINCOLN COUNTY
C/O PARKS AND RECREATION DEPTLINCOLNTONNC28093NONE509(A)(1)UNITED WAY OF LINCOLN COUNTY 2012 CAMPAIGN$700
NORTH CAROLINA COASTAL LAND TRUST
PO BOX 196340WILMINGTONNC28403NONE509(A)(1)GENERAL SUPPORT$25,000
HOSPICE OF ANDERSON INC
PO BOX 5526ANDERSONSC29621NONE509(A)(1)GENERAL OPERATING SUPPORT$1,000
READING CONNECTIONS INC
4900 WATERS EDGE DRIVE SUITE 175GREENSBORONC27401NONE509(A)(1)GENERAL SUPPORT$1,000
LOW INCOME HOUSING OPPORTUNITIES INC
VERNON PARK MALL SUITE 804-AHIGH POINTNC272606746NONE509(A)(1)GENERAL SUPPORT$1,000
WHITE HOUSE HIGH SCHOOL
1624 5TH AVENUE NORTHWHITE HOUSETN371885432NONESCHOOLEDUCATION$1,500
EASTER SEALS UCP NORTH CAROLINA INC
PO BOX 310RALEIGHNC27612NONE509(A)(1)GENERAL SUPPORT$1,500
ALAMANCE CITIZENS FOR EDUCATION INC
PO BOX 326BURLINGTONNC27216NONE509(A)(1)PROGRAM DEVELOPMENT$1,500
CENTRALINA FOUNDATION INC
PO BOX 234CHARLOTTENC28235NONE509(A)(1)GENERAL SUPPORT$50,000
KRAMDEN INSTITUTE INC
131 RACINE DRIVE SUITE 202RESEARCH TRIANGLE PARKNC27709NONE509(A)(1)GENERAL SUPPORT$1,500
DARE BURLINGTON INC
1835 ROGERS ROADBURLINGTONNC27215NONE509(A)(1)DRUG & ALCOHOL PREVENTION EDUCATION$1,000
FAMILY CARE CENTER OF CATAWBA VALLEY INC
122 N ELM STREET SUITE 520HICKORYNC28601NONE509(A)(1)GENERAL SUPPORT$3,000
AMERICAN LUNG ASSOCIATION OF THE MIDLAND STATES INC
500 E RUSSELL AVENUENASHVILLETN37228NONE509(A)(1)GENERAL SUPPORT$1,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year751376TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$60,738ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$68,653ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$129,391ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA129391TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockMUTUAL FUND INVESTMENTNameOfStock
EOY Book Value6959635EOYBookValue
EOYFMV6959635EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books87RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps87DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED LOSSDescription
Amount$711,971Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEE$5,49954990
ADMINISTRATIVE FEES$63,458063458

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategory
Amount$3,541Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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