DICKSON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DICKSON FOUNDATION INC (EIN 56-6022339)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349102736
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:39:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 VANTAGE PARK DRIVESUITE 500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566022339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 7043725404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S COLLEGE ST STE 1800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PATTERSON | PersonNm |
| Person Title | SEC & TREASURER | PersonTitleTxt |
| Phone | 7043725404 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | PATTERSON | PersonLastNm |
| 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 | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,549,703 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,285,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,808,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,357,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,835,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,480,710 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $565,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,799 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,208,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,287,057 | 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 |
| Legal Fees Rev And Expnss | $675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,957 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $572,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $348,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $217,599 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $939 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $103,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,558 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $108,956 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,896 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,061 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $841,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $656,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $352,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,640,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,640,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,481,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $656,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,992,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $726,824 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,630,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,399 | CashBOYAmt |
| Cash EOY | $16,789 | CashEOYAmt |
| Cash EOYFMV | $16,789 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,355,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,521,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,521,997 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,638,986 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,390,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,558,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,554,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,041,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,342,728 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,316,748 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,107,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,820,422 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,101,188 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,336 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $38,336 | LandBOYAmt |
| Land EOY | $38,336 | LandEOYAmt |
| Land EOYFMV | $38,336 | LandEOYFMVAmt |
| Total Assets BOY | $61,574,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,298,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,549,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $61,574,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $62,298,949 | 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 | $61,574,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,298,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,574,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,298,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,574,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $726,824 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $62,300,950 | SubtotalAmt |
| Other Decreases | $2,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,298,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GAIN FROM FLOW THROUGH ENTITIES | P | $178,065 | $178,065 | $178,065 | |
| ST LOSS ON SALE OF SECURITIES (BBH) | P | $464,368 | -$141,464 | -$141,464 | $605,832 |
| ST LOSS ON SALE OF SECURITIES (UST) | P | $10,116,487 | -$575,972 | -$575,972 | $10,692,459 |
| ST LOSS ON SALE OF SECURITIES (MS) | P | $1,822,184 | -$98,802 | -$98,802 | $1,920,986 |
| LT GAIN ON SALE OF SECURITIES (BBH) | P | $2,431,617 | $527,524 | $527,524 | $1,904,093 |
| LT GAIN ON SALE OF SECURITIES (UST) | P | $13,018,480 | $3,484,213 | $3,484,213 | $9,534,267 |
| LT LOSS ON SALE OF SECURITIES (MS) | P | $5,921,224 | -$633,144 | -$633,144 | $6,554,368 |
| LT CAPITAL GAIN DISTRIBUTION (BBH) | P | $2,772 | $2,772 | $2,772 | |
| LT CAPITAL GAIN DISTRIBUTION (UST) | P | $329 | $329 | $329 | |
| LT CAPITAL GAIN DISTRIBUTION (RREEF AMERICA) | P | $260 | $260 | $260 | |
| LT CAPITAL GAIN DISTRIBUTION (MS) | P | $57,823 | $57,823 | $57,823 | |
| DISPOSAL OF ALTERNATIVE INVESTMENTS | P | $679,106 | $679,106 | $679,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,480,710 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,231 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $99,231 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,861 | OverpaymentAmt |
| Applied To ES Tax | $34,861 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043725404 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH COLLEGE ST STE 1800 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| R STUART DICKSON | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR, CHAIRMAN & PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUSH S DICKSON III | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR,VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THOMAS W DICKSON | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR,VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN W PATTERSON | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | OFFICER,SEC & TREASURER | 32.00 | $0 | $0 | $0 |
| JANE W MARLEY | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALISON M SCOTT | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTIAN O AVERY | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHASE A WOOD | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRISON H WILLIAMSON JR | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN A DICKSON | ||||||||
| 200 SOUTH COLLEGE STREET STE 1800 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RDK MANAGEMENT LLC | |||||
| 200 SOUTH COLLEGE STREET SUITE 1800 | CHARLOTTE | NC | 28202 | ADMIN SERVICES | $228,220 |
| US TRUST COMPANY | |||||
| 525 NORTH TRYON STREET STE 1900 | CHARLOTTE | NC | 28202 | INVESTMENT MGT | $128,579 |
| BROWN BROTHERS HARRIMAN | |||||
| 227 WEST TRADE ST SUITE 2100 | CHARLOTTE | NC | 28202 | INVESTMENT MGT | $122,690 |
| MORGAN STANLEY | |||||
| 700 SPRING FOREST ROAD STE 200 | RALEIGH | NC | 27609 | INVESTMENT MGT | $92,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,724,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,341,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,065,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,065,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,230,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,834,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,041,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,041,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,370 | TotalTaxAmt |
| Distributable Before Adj | $3,977,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,977,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,977,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,992,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,992,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,977,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,023 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,992,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,023 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,975,907 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,445 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DICKSON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH COLLEGE ST STE 1800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043725404 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO APPLICATION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS AND PRIMARILY FOCUSES ON LOCAL GIVING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDER YOUTH NETWORK | |||||||
| 6220 THERMAL RD | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ALL SAINTS MISSION | |||||||
| PO BOX 117 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALLEGRO FOUNDATION | |||||||
| 419 ARDMORE RD | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALLIANCE FOR CHRISTIAN MEDIA | |||||||
| 2715 PEACHTREE RD NE | ATLANTA | GA | 30305 | NONE | PC | GENERAL SUPPORT | $1,200 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 11796 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN HEART ASSOC OF CHARMECK | |||||||
| 10 GLENLAKE PKWY-S TOWER STE 400 | ATLANTA | GA | 30328 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN RED CROSS | |||||||
| 2425 PARK RD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN SKIN ASSOC | |||||||
| 335 MADISON AVE 22ND FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 |
| APPALACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| PO BOX 2600 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $100,000 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32176 | BOONE | NC | 28608 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ARTSPLUS | |||||||
| PO BOX 32757 | CHARLOTTE | NC | 28232 | NONE | PC | GENERAL SUPPORT | $500 |
| ATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITAL | |||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ATRIUM HEALTH FDN-MERCY HOSPITAL FUND | |||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ATRIUM HEALTH FDN-THE AMETHYST | |||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ATRIUM HEALTH FOUNDATION | |||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AVERY COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BAPTIST CHILDREN'S HOMES OF NC | |||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | NONE | PC | GENERAL SUPPORT | $51,000 |
| BELMONT ABBEY COLLEGE-BRADLEY INSTITUTE | |||||||
| 100 BELMONT-MT HOLLY RD | BELMONT | NC | 28012 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS HOMES OF NC | |||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | NONE | PC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUBS OF GREATER CHARLOTTE | |||||||
| 4015 STUART ANDREW BLVD | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BROOKSTONE SCHOOLS | |||||||
| PO BOX 30696 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CAMP SEA GULL CAMP SEAFARER CO YMCA OF THE TRIANGLE | |||||||
| 801 CORPORATE CTR DR STE 200 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CAMPBELL UNIVERSITY | |||||||
| PO BOX 116 | BUIES CREEK | NC | 27506 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CANNON SLOOP HEALTHCARE FOUNDATION | |||||||
| PO BOX 767 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAROLINAS AVIATION MUSEUM | |||||||
| 1026 JAY STREET | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $125,000 |
| CATAWBA COLLEGE | |||||||
| 2300 W INNES ST | SALISBURY | NC | 28144 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NONE | PC | GENERAL SUPPORT | $103,000 |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE ST | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHARLOTTE BALLET | |||||||
| 701 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL RD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $152,000 |
| CHARLOTTE LATIN | |||||||
| 9502 PROVIDENCE RD | CHARLOTTE | NC | 28277 | NONE | PC | GENERAL SUPPORT | $101,000 |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | |||||||
| 300 E 7TH ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CHARLOTTE NEUROSCIENCE FOUNDATION | |||||||
| 411 BILLINGSLEY RD STE 103 | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHARLOTTE RESCUE MISSION | |||||||
| PO BOX 33000 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $101,500 |
| CHARLOTTE SYMPHONY | |||||||
| 128 S TRYON ST STE 350 | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $26,200 |
| CHILD CARE RESOURCES | |||||||
| 200-B REGENCY EXEC PARK DR 240 | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S HOME SOCIETY OF NC-GREENSBORO | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | GENERAL SUPPORT | $1,200 |
| CHILDREN'S MIRACLE NETWORK TELETHON | |||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S THEATRE OF CHARLOTTE | |||||||
| 300 E 7TH ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHRISTIAN RECORD SERVICES FOR THE BLIND | |||||||
| PO BOX 6097 | LINCOLN | NE | 68506 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CIVIL AIR PATROL-111TH SEARCH & RESCUE | |||||||
| 3520 ALAMANCE RD | BURLINGTON | NC | 27215 | NONE | PC | GENERAL SUPPORT | $250 |
| CLASSICAL AMERICAN HOMES PRESERVATION TRUST | |||||||
| PO BOX 150 | HILLSBOROUGH | NC | 27278 | NONE | POF | GENERAL SUPPORT | $1,000 |
| COLONIAL WILLIAMSBURG FDN | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL SUPPORT | $500 |
| COLORADO SPRINGS SCHOOL | |||||||
| 21 BROADMOOR AVE | COLORADO SPRINGS | CO | 80906 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||
| 845 THIRD AVE THIRD FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND ST STE 1012 | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 500-A SPRATT ST | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CRITTENTON | |||||||
| PO BOX 36392 | CHARLOTTE | NC | 28236 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CROSSNORE SCHOOL & CHILDREN'S HOME | |||||||
| 200 D A R DR | NEWLAND | NC | 28657 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CULVER MILITARY ACADEMY | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DARDEN SCHOOL FOUNDATION | |||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DAVIDSON COLLEGE | |||||||
| BOX 7170 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $182,000 |
| DILWORTH CENTER | |||||||
| 2240 PARK RD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $101,000 |
| DISCOVERY PLACE | |||||||
| 301 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DOROTHEA DIX PARK CONSERVANCY | |||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | NONE | PC | GENERAL SUPPORT | $100,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL SUPPORT | $300 |
| DUKE COMPREHENSIVE CANCER CENTER | |||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DUKE UNIVERSITY-DIVINITY | |||||||
| 407 CHAPEL DR | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $4,500 |
| DUKE UNIVERSITY-THE DIVINITY SCHOOL | |||||||
| ALUMNI DEVELOPMENT BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DUKE UNIVERSITY-THE FUQUA SCHOOL | |||||||
| ALUMNI DEVELOPMENT BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ELON UNIVERSITY | |||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | GENERAL SUPPORT | $21,000 |
| EPILEPSY ALLIANCE NC | |||||||
| 1920 W FIRST ST STE 5541-A | WINSTONSALEM | NC | 27104 | NONE | PC | GENERAL SUPPORT | $3,500 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LN | ALEXANDRIA | VA | 22302 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FFTC - CAROLINA THREAD TRAIL | |||||||
| 2400 PARK RD STE 1 | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $75,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 200 W TRADE ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF OLD SALEM | |||||||
| 600 SOUTH MAIN ST | WINSTONSALEM | NC | 27101 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF THE BLUE RIDGE PARKWAY | |||||||
| PO BOX 20986 | ROANOKE | VA | 24018 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GARDNER-WEBB UNIVERSITY | |||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GOOD FRIENDS CHARLOTTE | |||||||
| 1307 WEST MOREHEAD ST STE 207 | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $3,000 |
| GOODFELLOWS CLUB | |||||||
| PO BOX 34708 | CHARLOTTE | NC | 28234 | NONE | PC | GENERAL SUPPORT | $500 |
| HABITAT FOR HUMANITY OF GASTON COUNTY | |||||||
| 1840 E FRANKLIN BLVD | GASTONIA | NC | 28054 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HABITAT FOR HUMANITY OF THE CHARLOTTE REGION | |||||||
| 3815 LATROBE DR | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HEART MATH TUTORING | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HIGH COUNTRY UNITED WAY-BOONE | |||||||
| 1675 BLOWING ROCK RD STE 400 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HISTORIC PRESERVATION FOUNDATION OF NC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | NONE | PC | GENERAL SUPPORT | $3,000 |
| HISTORIC RICEFIELDS ASSOCIATION | |||||||
| PO BOX 2129 | GEORGETOWN | SC | 29442 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HISTORIC ROSEDALE | |||||||
| PO BOX 790004 | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $21,000 |
| HOLLINS UNIVERSITY | |||||||
| 7916 WILLIAMSON RD | ROANOKE | VA | 24020 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOPEWAY FOUNDATION | |||||||
| 1717 SHARON ROAD WEST | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HORNETS' NEST GIRL SCOUT COUNCIL | |||||||
| 7007 IDLEWILD RD | CHARLOTTE | NC | 28212 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOSPICE & PALLIATIVE CARE CHARLOTTE REGION | |||||||
| PO BOX 470408 | CHARLOTTE | NC | 28247 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOSPITALITY HOUSE OF CHARLOTTE | |||||||
| 1400 SCOTT AVE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $3,000 |
| INDEPENDENT COLLEGE FUND OF NC | |||||||
| 530 N BLOUNT ST | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $5,000 |
| INFAITH | |||||||
| 145 JOHN ROBERT THOMAS DR | EXTON | PA | 19341 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JOHNSON C SMITH UNIVERSITY | |||||||
| 100 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JUNIOR ACHIEVEMENT OF CHARLOTTE | |||||||
| 1701 N GRAHAM ST STE 100 | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $3,000 |
| JUVENILE DIABETES FOUNDATION INT'L | |||||||
| 205 REGENCY EXEC PARK DR 102 | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KINDERMOURN | |||||||
| 1320 HARDING PLACE | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEES MCRAE COLLEGE | |||||||
| 191 MAIN ST W | BANNER ELK | NC | 28604 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LENOIR RHYNE UNIVERSITY | |||||||
| 625 7TH AVE NE LRU 7467 | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $1,300 |
| LEVINE MUSEUM OF THE NEW SOUTH | |||||||
| PO BOX 30125 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LINVILLE FOUNDATION | |||||||
| PO BOX 99 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MAKE-A-WISH CENTRAL & WESTERN NC | |||||||
| 217 E TREMONT AVE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MARCH OF DIMES-GREATER PIEDMONT CHAPTER | |||||||
| PO BOX 673667 | MARIETTA | GA | 30006 | NONE | PC | GENERAL SUPPORT | $200 |
| MARS HILL UNIVERSITY | |||||||
| 100 ATHLETIC ST | MARS HILL | NC | 28754 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MCGILL ROSE GARDEN | |||||||
| 940 N DAVIDSON ST | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MINT MUSEUM | |||||||
| 2730 RANDOLPH RD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MOORE REGIONAL HOSPITAL FOUNDATION | |||||||
| 150 APPLECROSS RD | PINEHURST | NC | 28374 | NONE | PC | GENERAL SUPPORT | $500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 1016 W JACKSON BLVD 1073 | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $500 |
| MYERS PARK BAPTIST CHURCH | |||||||
| 1900 QUEENS RD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $51,000 |
| NATIONAL 4-H COUNCIL | |||||||
| 7100 CONNECTICUT AVE | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL KIDNEY FDN OF NCMECK CHAPTER | |||||||
| 7413 SIX FORKS RD 255 | RALEIGH | NC | 27615 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAT'L MULTIPLE SCLEROSIS SOCIETY GR CAROLINAS CHPTR | |||||||
| 2610 WYCLIFF RD STE 101 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $500 |
| NAT'L RIGHT TO WORK LEGAL DEFENSE FDN | |||||||
| 8001 BRADDOCK RD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAT'L TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC A&T UNIVERSITY FOUNDATION | |||||||
| 200 N BENBOW RD | GREENSBORO | NC | 27411 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC CENTRAL UNIVERSITY FOUNDATION | |||||||
| PO BOX 19363 WILLIAM JONES BLDG | DURHAM | NC | 27707 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC CHAPTER ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE STE 600 | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $100 |
| NC COASTAL FEDERATION | |||||||
| 3609 NC 24 OCEAN | NEWPORT | NC | 28570 | NONE | PC | GENERAL SUPPORT | $60,000 |
| NC COUNCIL OF TEACHERS OF MATH | |||||||
| PO BOX 33313 | RALEIGH | NC | 27636 | NONE | PC | GENERAL SUPPORT | $500 |
| NC COUNCIL ON ECONOMIC EDUCATION | |||||||
| 8380 SIX FORKS RD STE 102 | RALEIGH | NC | 27615 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NC LITERARY & HISTORICAL ASSOC | |||||||
| 4610 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | PC | GENERAL SUPPORT | $100 |
| NC MUSEUM OF ART | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC MUSEUM OF HISTORY ASSOCIATES | |||||||
| PO BOX 25937 | RALEIGH | NC | 27611 | NONE | SOIII FI | GENERAL SUPPORT | $500 |
| NC OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NC STATE UNIV STUDENT AID ASSOC | |||||||
| PO BOX 37100 | RALEIGH | NC | 27627 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NC STATE UNIVERSITY | |||||||
| CAMPUS BOX 7603 | RALEIGH | NC | 27695 | NONE | PC | GENERAL SUPPORT | $220,000 |
| NC SYMPHONY | |||||||
| 3700 GLENWOOD AVE STE 130 | RALEIGH | NC | 27612 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC WILDLIFE HABITAT FOUNDATION | |||||||
| PO BOX 10743 | WILMINGTON | NC | 28404 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC ZOO SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | PC | GENERAL SUPPORT | $100,000 |
| NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $301,000 |
| NRA FOUNDATION ENDOWMENT | |||||||
| PO BOX 441 | FAIRVIEW | NC | 28730 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OPERA CAROLINA | |||||||
| 1600 ELIZABETH AVE | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PAT'S PLACE CHILD ADVOCACY CENTER | |||||||
| 901 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $60,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | NONE | PC | GENERAL SUPPORT | $101,000 |
| PHILANTHROPY SOUTHEAST | |||||||
| 100 PEACHTREE ST STE 2080 | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $9,000 |
| PREVENT BLINDNESS NORTH CAROLINA | |||||||
| 4011 WESTCHASE BLVD STE 180 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $500 |
| PROVIDENCE DAY SCHOOL | |||||||
| 5800 SARDIS RD | CHARLOTTE | NC | 28270 | NONE | PC | GENERAL SUPPORT | $1,000 |
| QUEENS UNIVERSITY | |||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $1,000 |
| REYNOLDA HOUSE MUSEUM OF AMERICAN ART | |||||||
| PO BOX 7287 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALEM ACADEMY & COLLEGE | |||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY CHRISTMAS FUND | |||||||
| PO BOX 31128 | CHARLOTTE | NC | 28231 | NONE | PC | GENERAL SUPPORT | $200 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $50,000 |
| SC COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1014 GREENE ST | COLUMBIA | SC | 29208 | NONE | PC | GENERAL SUPPORT | $500 |
| SC INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 1706 SENATE ST | COLUMBIA | SC | 29201 | NONE | SO I | GENERAL SUPPORT | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 950 WEST FARIS RD | GREENVILLE | SC | 29605 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||||
| 120 S WINGATE ST | WAKE FOREST | NC | 27587 | NONE | PC | GENERAL SUPPORT | $2,000 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| 560 W CROSSVILLE RD STE 104 | ROSWELL | GA | 30075 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SOUTHMINSTER | |||||||
| 8919 PARK RD | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $155,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE FDN RELATIONS | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ST ANDREWS UNIVERSITY | |||||||
| 1700 DOGWOOD MILE ST | LAURINBURG | NC | 28352 | NONE | PC | GENERAL SUPPORT | $26,000 |
| ST CATHERINE'S SCHOOL | |||||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ST PHILIP'S EPISCOPAL CHURCH | |||||||
| 142 CHURCH ST | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STEPHENS COLLEGE | |||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TAX FOUNDATION INC | |||||||
| 1325 G ST NW STE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $500 |
| THE CITADEL FOUNDATION | |||||||
| 171 MOULTRIE ST | CHARLESTON | SC | 29409 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE FLETCHER SCHOOL | |||||||
| 8500 SARDIS RD | CHARLOTTE | NC | 28270 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE GENERALS REDOUBT | |||||||
| PO BOX 1097 | LEXINGTON | VA | 24450 | NONE | PC | GENERAL SUPPORT | $2,500 |
| THE MCCALLIE SCHOOL | |||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE NATURE CONSERVANCY-NC CHAPTER | |||||||
| 334 BLACKWELL ST STE 300 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE SHEPHERD'S CENTER OF CHARLOTTE | |||||||
| 300 HAWTHORNE LANE | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL SUPPORT | $1,500 |
| THE WEBB SCHOOL | |||||||
| PO BOX 488 | BELL BUCKLE | TN | 37020 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TRIANGLE APHASIA PROJECT | |||||||
| 171 HIGH HOUSE RD STE 11 | CARY | NC | 27511 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 750 E 9TH ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $100,000 |
| TROUT UNLIMITED-ROCKY RIVER CHAPTER | |||||||
| PO BOX 456 | MATTHEWS | NC | 28105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNC CHARLOTTE ATHLETIC FOUNDATION | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,500 |
| UNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMIN | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC CHARLOTTE FOUNDATION | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC GREENSBORO | |||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC HEALTH FOUNDATION | |||||||
| PO BOX 1050 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC PUBLIC TV-READING RAINBOW BOOK CLUB | |||||||
| PO BOX 14900 | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | GENERAL SUPPORT | $3,000 |
| UNC SCHOOL OF THE ARTS | |||||||
| 1533 S MAIN ST | WINSTONSALEM | NC | 27127 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC THURSTON ARTHRITIS RESEARCH CENTER | |||||||
| 123 W FRANKLIN ST STE 510 | CHAPEL HILL | NC | 27516 | NONE | PC | GENERAL SUPPORT | $50,000 |
| UNC-CH DENTAL SCHOOL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC-CH EDUCATIONAL FOUNDATION | |||||||
| PO BOX 2446 | CHAPEL HILL | NC | 27515 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNC-CH KENAN-FLAGLER BUSINESS SCHOOL FDN | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNC-CH LINEBERGER CANCER RESEARCH CTR | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNION COUNTY CRISIS ASSISTANCE MINISTRY | |||||||
| 1335 W ROOSEVELT BLVD | MONROE | NC | 28110 | NONE | PC | GENERAL SUPPORT | $500 |
| UNITED NEGRO COLLEGE FUND JCSU | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,000 |
| VA FOUND FOR INDEPENDENT COLLEGES | |||||||
| 901 E BYRD ST STE 1625 | RICHMOND | VA | 23219 | NONE | PC | GENERAL SUPPORT | $2,500 |
| VANDERBILT UNIV OWEN GRADUATE SCHOOL | |||||||
| 401 21ST AVE S | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WAKE FOREST UNIVERSITYDIVINITY SCHOOL | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WING HAVEN FOUNDATION | |||||||
| 260 RIDGEWOOD AVE | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $61,000 |
| WINGATE UNIVERSITY | |||||||
| PO BOX 159 | WINGATE | NC | 28174 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WINTHROP UNIVERSITY | |||||||
| 302 TILLMAN HALL | ROCK HILL | SC | 29733 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WOFFORD COLLEGE | |||||||
| 196 WOFFORD CAMPUS DR | SPARTANBURG | SC | 29303 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YMCA GASTON COUNTY | |||||||
| 2221 ROBINWOOD RD | GASTONIA | NC | 28054 | NONE | PC | GENERAL SUPPORT | $25,000 |
| YMCA OF CATAWBA VALLEY | |||||||
| 701 1ST STREET NW | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $27,000 |
| YMCA OF GREATER CHARLOTTE | |||||||
| 400 E MOREHEAD ST | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,640,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| PO BOX 2600 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $200,000 |
| CAROLINAS AVIATION MUSEUM | |||||||
| 1026 JAY STREET | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $125,000 |
| CHARLOTTE NEUROSCIENCE FOUNDATION | |||||||
| 411 BILLINGSLEY RD STE 103 | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $150,000 |
| CHARLOTTE RESCUE MISSION | |||||||
| PO BOX 33000 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $50,000 |
| COALITION FOR LIBERTY | |||||||
| PO BOX 33000 | CHARLOTTE | NC | 28273 | NONE | PC | GENERAL SUPPORT | $500,000 |
| CRITTENTON | |||||||
| PO BOX 36392 | CHARLOTTE | NC | 28236 | NONE | PC | GENERAL SUPPORT | $50,000 |
| EPILEPSY ALLIANCE NC | |||||||
| 1920 W FIRST ST STE 5541-A | WINSTONSALEM | NC | 27104 | NONE | PC | GENERAL SUPPORT | $3,500 |
| HEART MATH TUTORING | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HISTORIC ROSEDALE | |||||||
| PO BOX 790004 | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $40,000 |
| HOSPICE & PALLIATIVE CARE CHARLOTTE REGION | |||||||
| POBOX 470408 | CHARLOTTE | NC | 28247 | NONE | PC | GENERAL SUPPORT | $250,000 |
| NC ZOO SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | PC | GENERAL SUPPORT | $150,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE DERECK WHITTENBURG FOUNDATION | |||||||
| 8311 BRIER CREEK PARKWAY | RALEIGH | NC | 27617 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE UMBRELLA CENTER | |||||||
| PO BOX 12342 | CHARLOTTE | NC | 28220 | NONE | SO I | GENERAL SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,793,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,285,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $858 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,356,327 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$2,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $568,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,786 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,209,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,208,156 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $31,913 | Amt |
| Net Investment Income | $15,957 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,957 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLASSICAL AMERICAN HOMES PRESERVATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1Txt |
| City | HILLSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-12-31 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | THE GRANT WAS PROVIDED TO FURTHER THE MISSION OF THE ORGANIZATION TO PRESERVE, PROTECT, AND OPEN TO THE PUBLIC EXAMPLES OF CLASSICAL AMERICAN RESIDENTAL ARCHITECTURE. THE FOUNDATION CONFIRMED AND APPROVED THE USE OF THE FUNDS FOR THE GENERAL SUPPORT OF THE ORGANIZATION'S MISSION PRIOR TO PROVIDING THE GRANT AND THERFORE NO ADDITIONAL VERIFICATION IS REQUIRED. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/22 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $10,342,728 | EOYBookValueAmt |
| EOYFMV | $10,316,748 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $24,558,677 | EOYBookValueAmt |
| EOYFMV | $32,554,645 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REITS & REAL ESTATE FUNDS | AT COST | $1,000,000 | $1,485,680 |
| PRIVATE EQUITY FUNDS | AT COST | $827,845 | $544,807 |
| OTHER ALTERNATIVE INVESTMENTS | AT COST | $22,992,577 | $28,070,701 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $675 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS BOOK ADJUSTMENT DIFFERENCES | Desc |
| Amt | $2,001 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $23,112 | $2,311 | $0 | $20,801 |
| OTHER DEDUCTIONS FROM K1'S | $0 | $254,848 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $513 | $51 | $0 | $462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S, NET OF UBI | $0 | -$1,799 | $0 |
| OTHER INVESTMENT INCOME | $565,810 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $228,220 | $22,822 | $0 | $205,398 |
| INVESTMENT MGMT FEES - 1099'S | $216,026 | $215,961 | $0 | $0 |
| INVESTMENT MGMT FEES - UST | $128,579 | $109,806 | $0 | $12,201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE & INCOME TAX | $103,288 | $0 | $0 | $0 |
| FOREIGN TAXES PER K-1S&1099S | $0 | $22,558 | $0 | $0 |