DICKSON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DICKSON FOUNDATION INC (EIN 56-6022339)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349102774
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2022-11-11T16:22:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,800,809 | 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 | $1,095,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,315,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,723,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,079,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,783,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,277,829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,355 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,096,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,106,914 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,481 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $589,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $380,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $209,132 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $1,616 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $94,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,060 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $100,847 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,085 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $90,763 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $231,620 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $830,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $658,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $331,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,079,093 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,079,093 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,909,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $658,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,410,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,186,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,448,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,383 | CashBOYAmt |
| Cash EOY | $1,399 | CashEOYAmt |
| Cash EOYFMV | $1,399 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,904,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,355,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,355,853 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,677,956 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,638,986 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,642,049 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,857,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,390,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,195,689 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,028,263 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,041,015 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,067,085 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,897,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,107,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,500,398 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,336 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $19,371 | LandBOYAmt |
| Land EOY | $38,336 | LandEOYAmt |
| Land EOYFMV | $38,336 | LandEOYFMVAmt |
| Total Assets BOY | $60,387,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,574,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,800,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $60,387,836 | CapitalStockBOYAmt |
| Capital Stock EOY | $61,574,126 | 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 | $60,387,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,574,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,387,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,574,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,387,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,186,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,574,347 | SubtotalAmt |
| Other Decreases | $221 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,574,126 | 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 | $1,749,782 | $1,749,782 | $1,749,782 | |
| ST GAIN ON SALE OF SECURITIES (BBH) | P | $1,192,718 | $45,011 | $45,011 | $1,147,707 |
| ST GAIN ON SALE OF SECURITIES (UST) | P | $2,091,110 | $69,130 | $69,130 | $2,021,980 |
| ST GAIN ON SALE OF SECURITIES (MS) | P | $2,221,876 | $48,673 | $48,673 | $2,173,203 |
| LT GAIN ON SALE OF SECURITIES (BBH) | P | $3,528,693 | $1,538,813 | $1,538,813 | $1,989,880 |
| LT GAIN ON SALE OF SECURITIES (UST) | P | $5,054,083 | $1,749,858 | $1,749,858 | $3,304,225 |
| LT GAIN ON SALE OF SECURITIES (MS) | P | $2,915,177 | $253,751 | $253,751 | $2,661,426 |
| LT CAPITAL GAIN DISTRIBUTION (BBH) | P | $46,047 | $46,047 | $46,047 | |
| LT CAPITAL GAIN DISTRIBUTION (UST) | P | $597 | $597 | $597 | |
| LT CAPITAL GAIN DISTRIBUTION (MS) | P | $14,187 | $14,187 | $14,187 | |
| LT CAPITAL GAIN DISTRIBUTION (RREEF AMERICA) | P | $14,929 | $14,929 | $14,929 | |
| DISPOSAL OF ALTERNATIVE INVESTMENTS | P | $1,252,598 | $1,252,598 | $1,252,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,783,376 | 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 | $103,540 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,540 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,540 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,771 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $122,771 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,231 | OverpaymentAmt |
| Applied To ES Tax | $19,231 | 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 | $217,867 |
| BROWN BROTHERS HARRIMAN | |||||
| 227 WEST TRADE ST SUITE 2100 | CHARLOTTE | NC | 28202 | INVESTMENT MGT | $151,250 |
| US TRUST COMPANY | |||||
| 525 NORTH TRYON STREET STE 1900 | CHARLOTTE | NC | 28202 | INVESTMENT MGT | $130,517 |
| MORGAN STANLEY | |||||
| 700 SPRING FOREST ROAD STE 200 | RALEIGH | NC | 27609 | INVESTMENT MGT | $89,819 |
| 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 | $88,455,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,056,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,512,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,512,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,357,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,154,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,457,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,457,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,540 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,068 | IncomeTaxAmt |
| Total Tax | $111,608 | TotalTaxAmt |
| Distributable Before Adj | $4,346,122 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,346,122 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,346,122 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,410,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,410,856 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,346,122 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,757 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,410,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,757 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,329,099 | 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 | $17,023 | 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 (217 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32176 | BOONE | NC | 28608 | NONE | PC | GENERAL SUPPORT | $75,000 |
| ATRIUM HEALTH FOUNDATION | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $40,000 |
| BAPTIST CHILDREN'S HOMES OF NC | |||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BELMONT ABBEY COLLEGE | |||||||
| 100 BELMONT-MT HOLLY ROAD | BELMONT | NC | 28012 | NONE | PC | GENERAL SUPPORT | $200,000 |
| BEST NC | |||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BOY SCOUTS OF AMERICA-MECKLENBURG CO COUNCIL | |||||||
| 1410 EAST 7TH STREET | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL SUPPORT | $40,000 |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE STE 375 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $54,000 |
| CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $150,000 |
| CHARLOTTE LATIN | |||||||
| 9502 PROVIDENCE ROAD | CHARLOTTE | NC | 28277 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHARLOTTE MECKLENBURG LIBRARY | |||||||
| 310 N TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CHARLOTTE NEUROSCIENCE FOUNDATION | |||||||
| 300 BILLINGSLEY ROAD STE 108 | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $25,000 |
| COMMUNITY LINK | |||||||
| 601 EAST 5TH STREET STE 220 | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $2,500 |
| DAVIDSON COLLEGE | |||||||
| BOX 7145 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $360,000 |
| DILWORTH CENTER | |||||||
| 2240 PARK ROAD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $100,000 |
| DOROTHEA DIX PARK CONSERVANCY | |||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | NONE | PC | GENERAL SUPPORT | $50,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ELON UNIVERSITY | |||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | GENERAL SUPPORT | $40,000 |
| EPILEPSY ALLIANCE NC | |||||||
| 1920 W FIRST STREET STE 5541-A | WINSTONSALEM | NC | 27104 | NONE | PC | GENERAL SUPPORT | $3,500 |
| FFTC - CAROLINA THREAD TRAIL | |||||||
| 4530 PARK ROAD 420 | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION | |||||||
| PO BOX 129 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HEART MATH TUTORING | |||||||
| 1100 SOUTH MINT STREET STE 107 | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HIGHER ED WORKS | |||||||
| PO BOX 10463 | RALEIGH | NC | 27605 | NONE | PC | GENERAL SUPPORT | $33,333 |
| HISTORIC ROSEDALE | |||||||
| 3427 NORTH TRYON STREET | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HOLLINS UNIVERSITY | |||||||
| 7916 WILLIAMSON ROAD | ROANOKE | VA | 24020 | NONE | PC | GENERAL SUPPORT | $100,000 |
| HOPEWAY FOUNDATION | |||||||
| 1717 SHARON ROAD WEST | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HOSPICE AT CHARLOTTE | |||||||
| 7845 LITTLE AVENUE | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $100,000 |
| HOSPITALITY HOUSE OF CHARLOTTE | |||||||
| 1400 SCOTT AVENUE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $25,000 |
| LYNNWOOD FOUNDATION | |||||||
| 400 HERMITAGE ROAD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $150,000 |
| MAKE-A-WISH CENTRAL & WESTERN NC | |||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $24,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $50,000 |
| METHODIST UNIVERSITY | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 28311 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MYERS PARK BAPTIST CHURCH | |||||||
| 1900 QUEENS ROAD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $150,000 |
| NC OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | NONE | PC | GENERAL SUPPORT | $100,000 |
| NC STATE UNIVERSITY | |||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | PC | GENERAL SUPPORT | $200,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PRESBYTERIAN MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $200,000 |
| RENAISSANCE WEST COMMUNITY INITIATIVE | |||||||
| 3610 NOBLES AVENUE 199 | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ROCKY MOUNT ACADEMY | |||||||
| 1313 AVONDALE AVENUE | ROCKY MOUNT | NC | 27803 | NONE | PC | GENERAL SUPPORT | $40,000 |
| ST ANDREWS UNIVERSITY | |||||||
| 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | PC | GENERAL SUPPORT | $25,000 |
| ST CATHERINE'S SCHOOL | |||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | NONE | PC | GENERAL SUPPORT | $100,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | |||||||
| 100 PEACHTREE STREET STE 2080 | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $7,710 |
| SOUTHMINSTER | |||||||
| 8919 PARK ROAD | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $100,000 |
| TREESCHARLOTTE | |||||||
| 701 TUCKASEEGEE ROAD | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 750 E 9TH STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $150,000 |
| UNITED WAY OF THE CENTRAL CAROLINAS | |||||||
| 601 E 5TH STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $40,000 |
| WING HAVEN FOUNDATION | |||||||
| 260 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $60,000 |
| YMCA OF CATAWBA VALLEY | |||||||
| 701 1ST STREET NW | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $25,000 |
| YMCA OF GREATER CHARLOTTE | |||||||
| 400 E MOREHEAD STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $300,000 |
| YMCA GASTON COUNTY | |||||||
| 201 S CLAY STREET | GASTONIA | NC | 28052 | NONE | PC | GENERAL SUPPORT | $75,000 |
| ALL SAINTS MISSION | |||||||
| PO BOX 117 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALLIANCE FOR CHRISTIAN MEDIA | |||||||
| 2715 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PC | GENERAL SUPPORT | $1,200 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 200 W TRADE STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MYERS PARK BAPTIST CHURCH | |||||||
| 1900 QUEENS ROAD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST PHILIP'S EPISCOPAL CHURCH | |||||||
| 142 CHURCH STREET | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| A&T UNIVERSITY FOUNDATION | |||||||
| 200 N BENBOW ROAD | GREENSBORO | NC | 27411 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BELMONT ABBEY COLLEGE-BRADLEY INSTITUTE | |||||||
| 100 BELMONT-MT HOLLY ROAD | BELMONT | NC | 28012 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CAMPBELL UNIVERSITY | |||||||
| 143 MAIN STREET | BUIES CREEK | NC | 27506 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CATAWBA COLLEGE | |||||||
| 2300 W INNES STREET | SALISBURY | NC | 28144 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CENTRAL PIEDMONT COMMUNITY COLLEGE | |||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CPCC FOUNDATION INC | |||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHARLOTTE LATIN | |||||||
| 9502 PROVIDENCE ROAD | CHARLOTTE | NC | 28277 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE CITADEL FOUNDATION | |||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COLORADO SPRINGS SCHOOL | |||||||
| 21 BROADMOOR AVENUE | COLORADO SPRINGS | CO | 80906 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 122 EAST 42ND STREET STE 1012 | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CROSSNORE SCHOOL & CHILDREN'S HOME | |||||||
| 200 D A R DRIVE | NEWLAND | NC | 28657 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CULVER MILITARY ACADEMY | |||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DARDEN SCHOOL SPONSORS | |||||||
| 100 DARDEN BOULEVARD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN STREET | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DUKE UNIVERSITY-THE DIVINITY SCHOOL | |||||||
| 407 CHAPEL DRIVE | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DUKE UNIVERSITY-THE FUQUA SCHOOL | |||||||
| 100 FUQUA DRIVE | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ELON UNIVERSITY | |||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LN | ALEXANDRIA | VA | 22302 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE FLETCHER SCHOOL | |||||||
| 8500 SARDIS ROAD | CHARLOTTE | NC | 28270 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GARDNER-WEBB UNIVERSITY | |||||||
| 110 S MAIN STREET | BOILING SPRINGS | NC | 28017 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE GENERALS REDOUBT | |||||||
| PO BOX 1097 | LEXINGTON | VA | 24450 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HARVARD BUSINESS SCHOOL FUND | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOLLINS UNIVERSITY | |||||||
| 7916 WILLIAMSON ROAD | ROANOKE | VA | 24020 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INDEPENDENT COLLEGE FUND OF NC | |||||||
| 530 N BLOUNT STREET | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JOHNSON C SMITH UNIVERSITY | |||||||
| 100 BEATTIES FORD ROAD | CHARLOTTE | NC | 28216 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEES MCRAE COLLEGE | |||||||
| 191 MAIN STREET W | BANNER ELK | NC | 28604 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LENOIR RHYNE UNIVERSITY | |||||||
| 625 7TH AVENUE NE | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LENOIR RHYNE UNIVERSITY-PIEDMONT ED FDN | |||||||
| 625 7TH AVENUE NE | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $300 |
| MARS HILL UNIVERSITY | |||||||
| 100 ATHLETIC STREET | MARS HILL | NC | 28754 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | 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 COUNCIL ON ECONOMIC EDUCATION | |||||||
| 8380 SIX FORKS ROAD STE 102 | RALEIGH | NC | 27615 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NC COUNCIL OF TEACHERS OF MATH | |||||||
| PO BOX 33313 | RALEIGH | NC | 27636 | NONE | PC | GENERAL SUPPORT | $500 |
| NC OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE ROAD | 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 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PROVIDENCE DAY SCHOOL | |||||||
| 5800 SARDIS ROAD | CHARLOTTE | NC | 28270 | NONE | PC | GENERAL SUPPORT | $1,000 |
| QUEENS UNIVERSITY | |||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ST ANDREWS UNIVERSITY | |||||||
| 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALEM ACADEMY & COLLEGE | |||||||
| 601 S CHURCH STREET | WINSTONSALEM | NC | 27101 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SC COUNCIL ON ECONOMIC EDUCATION | |||||||
| 1014 GREENE STREET | COLUMBIA | SC | 29201 | NONE | PC | GENERAL SUPPORT | $500 |
| SC INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 1706 SENATE STREET | COLUMBIA | SC | 29201 | NONE | SO I | GENERAL SUPPORT | $2,000 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||||
| 120 S WINGATE STREET | WAKE FOREST | NC | 27587 | NONE | PC | GENERAL SUPPORT | $2,000 |
| STEPHENS COLLEGE | |||||||
| 1200 E BROADWAY | COLUMBIA | MO | 65215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNITED NEGRO COLLEGE FUND JCSU | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,000 |
| 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 | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC-CH KENAN-FLAGLER BUSINESS SCHOOL FDN | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,500 |
| UNC-CH LINEBERGER CANCER RESEARCH CTR | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC-CH MEDICAL FOUNDATION OF NC | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC CHARLOTTE ATHLETIC FOUNDATION | |||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,500 |
| UNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMIN | |||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC CHARLOTTE FOUNDATION | |||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC GREENSBORO | |||||||
| 1400 SPRING GARDEN STREET | GREENSBORO | NC | 27412 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC SCHOOL OF THE ARTS | |||||||
| 1533 S MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PC | GENERAL SUPPORT | $1,000 |
| USBIC EDUCATIONAL FOUNDATION | |||||||
| 512 C STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VANDERBILT UNIV OWEN GRADUATE SCHOOL | |||||||
| 401 21ST AVENUE S | NASHVILLE | TN | 37203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VA FOUND FOR INDEPENDENT COLLEGES | |||||||
| 901 E BYRD STREET STE 1625 | RICHMOND | VA | 23219 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WAKE FOREST UNIVERSITYDIVINITY SCHOOL | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE WEBB SCHOOL | |||||||
| PO BOX 488 | BELL BUCKLE | TN | 37020 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WINGATE UNIVERSITY | |||||||
| 211 E WILSON STREET | 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 DRIVE | SPARTANBURG | SC | 29303 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALEXANDER YOUTH NETWORK | |||||||
| 601 E 5TH STREET 460 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 11796 | CHARLOTTE | NC | 28220 | NONE | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN HEART ASSOC OF CHARMECK | |||||||
| 10 GLENLAKE PKWY SUITE 400 | ATLANTA | GA | 58528 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN SKIN ASSOC | |||||||
| 335 MADISON AVENUE 22ND FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ARTSPLUS | |||||||
| 601 E 5TH STREET STE 230 | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $500 |
| ATRIUM HEALTH FDN-THE AMETHYST | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITAL | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ATRIUM HEALTH FDN-MERCY HOSPITAL FUND | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AVERY COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVENUE 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 | $1,000 |
| BOYS AND GIRLS CLUBS OF GREATER CHARLOTTE | |||||||
| 4015 STUART ANDREW BOULEVARD | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS HOMES OF NC | |||||||
| 400 FLEMINGTON DRIVE | LAKE WACCAMAW | NC | 28450 | NONE | PC | GENERAL SUPPORT | $500 |
| CANNON SLOOP HEALTHCARE FOUNDATION | |||||||
| PO BOX 2600 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHARLOTTE BALLET | |||||||
| 701 N TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CHARLOTTE RESCUE MISSION | |||||||
| PO BOX 33000 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CHARLOTTE SYMPHONY ORCHESTRA | |||||||
| 128 S TRYON STREET STE 350 | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,200 |
| CHILD CARE RESOURCES | |||||||
| 200-B REGENCY EXEC PARK DRIVE 240 | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S HOME SOCIETY OF NC-GREENSBORO | |||||||
| 604 MEADOW STREET | GREENSBORO | NC | 27405 | NONE | PC | GENERAL SUPPORT | $1,200 |
| CHILDREN'S MIRACLE NETWORK TELETHON | |||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S THEATRE OF CHARLOTTE | |||||||
| 300 E 7TH STREET | 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 ROAD | 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 | |||||||
| 401 W DUKE OF GLOUCESTER STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL SUPPORT | $500 |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||
| 845 THIRD AVENUE THIRD FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 500-A SPRATT STREET | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DILWORTH CENTER | |||||||
| 2240 PARK ROAD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DISCOVERY PLACE | |||||||
| 301 N TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| 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 |
| ELON HOMES FOR CHILDREN | |||||||
| 617 N SUMMIT AVENUE | CHARLOTTE | NC | 28216 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF OLD SALEM | |||||||
| 900 OLD SALEM ROAD | 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 |
| GOODFELLOWS CLUB | |||||||
| PO BOX 34708 | CHARLOTTE | NC | 28234 | NONE | PC | GENERAL SUPPORT | $500 |
| HIGH COUNTRY UNITED WAY-BOONE | |||||||
| 1675 BLOWING ROCK ROAD 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 | |||||||
| 3427 N TRYON STREET | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HORNETS' NEST GIRL SCOUT COUNCIL | |||||||
| 7007 IDLEWILD ROAD | CHARLOTTE | NC | 28212 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOSPICE & PALLIATIVE CARE CHARLOTTE REGION | |||||||
| 7845 LITTLE AVENUE | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOSPITALITY HOUSE OF CHARLOTTE | |||||||
| 1400 SCOTT AVENUE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $3,000 |
| INFAITH | |||||||
| 145 JOHN ROBERT THOMAS DRIVE | EXTON | PA | 19341 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JUNIOR ACHIEVEMENT OF CHARLOTTE | |||||||
| 1701 N GRAHAM STREET STE 100 | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $3,000 |
| JUVENILE DIABETES FOUNDATION INT'L | |||||||
| 205 REGENCY EXEC PARK DRIVE 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 ROAD | PRINCETON | NJ | 08540 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEVINE MUSEUM OF THE NEW SOUTH | |||||||
| 200 E SEVENTH STREET | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LINVILLE FOUNDATION | |||||||
| PO BOX 99 | LINVILLE | NC | 28646 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MARCH OF DIMES-GREATER PIEDMONT CHAPTER | |||||||
| PO BOX 673667 | MARIETTA | GA | 30006 | NONE | PC | GENERAL SUPPORT | $200 |
| MCGILL ROSE GARDEN | |||||||
| 940 N DAVIDSON STREET | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL SUPPORT | $500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MINT MUSEUM | |||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28207 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MOORE REGIONAL HOSPITAL FOUNDATION | |||||||
| 150 APPLECROSS ROAD | PINEHURST | NC | 28374 | NONE | PC | GENERAL SUPPORT | $500 |
| MUSCULAR DYSTROPHY ASSOC OF AMERICA | |||||||
| PO BOX 7410354 | CHICAGO | IL | 60674 | NONE | PC | GENERAL SUPPORT | $500 |
| NATIONAL KIDNEY FDN OF NCMECK CHAPTER | |||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL 4-H COUNCIL | |||||||
| 7100 CONNECTICUT AVENUE | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAT'L MULTIPLE SCLEROSIS SOCIETY MID-ATLANTIC CHAPTER | |||||||
| PO BOX 4594 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $500 |
| NAT'L RIGHT TO WORK LEGAL DEFENSE FDN | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAT'L TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVENUE NW STE 1100 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE NATURE CONSERVANCY-NC CHAPTER | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC CENTER FOR PUBLIC POLICY RESEARCH | |||||||
| PO BOX 430 | RALEIGH | NC | 27602 | NONE | PC | GENERAL SUPPORT | $500 |
| NC CHAPTER ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET STE 600 | ATLANTA | GA | 30309 | NONE | PC | GENERAL SUPPORT | $100 |
| NC LITERARY & HISTORICAL ASSOC | |||||||
| 4610 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | PC | GENERAL SUPPORT | $100 |
| NC MUSEUM OF ART | |||||||
| 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC MUSEUM OF HISTORY ASSOCIATES | |||||||
| 5 EAST EDENTON STREET | RALEIGH | NC | 27611 | NONE | SO III FI | GENERAL SUPPORT | $500 |
| NC SYMPHONY | |||||||
| 3700 GLENWOOD AVENUE STE 130 | RALEIGH | NC | 27612 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NC WILDLIFE HABITAT FOUNDATION | |||||||
| PO BOX 29187 | GREENSBORO | NC | 27429 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NOVANT HEALTH FOUNDATION | |||||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NRA FOUNDATION ENDOWMENT | |||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OPERA CAROLINA | |||||||
| 1600 ELIZABETH AVENUE | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PREVENT BLINDNESS NORTH CAROLINA | |||||||
| 4011 WESTCHASE BOULEVARD STE 225 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $500 |
| REYNOLDA HOUSE MUSEUM OF AMERICAN ART | |||||||
| 2250 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY CHRISTMAS FUND | |||||||
| 4015 STUART ANDREW BOULEVARD | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL SUPPORT | $200 |
| THE SHEPHERD'S CENTER OF CHARLOTTE | |||||||
| 3115 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 950 WEST FARIS ROAD | GREENVILLE | SC | 29605 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| 560 W CROSSVILLE ROAD STE 104 | ROSWELL | GA | 30075 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SOUTHMINSTER COMMUNITY FUND | |||||||
| 8919 PARK ROAD | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 STREET JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $2,500 |
| TAX FOUNDATION INC | |||||||
| 1325 G STREET NW SUITE 950 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $500 |
| TROUT UNLIMITED-ROCKY RIVER CHAPTER | |||||||
| P O BOX 456 | MATTHEWS | NC | 28105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNION COUNTY CRISIS ASSISTANCE MINISTRY | |||||||
| 1335 W ROOSEVELT BOULEVARD | MONROE | NC | 28110 | NONE | PC | GENERAL SUPPORT | $500 |
| UNC PUBLIC TV-READING RAINBOW BOOK CLUB | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE | NC | 27709 | NONE | PC | GENERAL SUPPORT | $3,000 |
| WING HAVEN FOUNDATION | |||||||
| 260 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YMCA-CATAWBA COUNTY | |||||||
| 701 1ST STREET NW | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ANNE SPRINGS CLOSE GREENWAY | |||||||
| PO BOX 1209 | FORT MILL | SC | 29716 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE MSA COALITION | |||||||
| 7918 JONES BRANCH DRIVE STE 300 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 2446 | CHAPEL HILL | NC | 27515 | NONE | PC | GENERAL SUPPORT | $500 |
| DUKE UNIVERSITY-DIVINITY | |||||||
| 407 CHAPEL DRIVE | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $4,500 |
| NC STATE UNIVERSITY | |||||||
| CAMPUS BOX 8301 | RALEIGH | NC | 27695 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,079,093 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGRO FOUNDATION | |||||||
| 3121 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | NONE | PC | GENERAL SUPPORT | $30,000 |
| APPALACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| 336 DEERFIELD ROAD | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $250,000 |
| BAPTIST CHILDREN'S HOMES OF NC | |||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BROOKSTONE SCHOOLS | |||||||
| PO BOX 30696 | CHARLOTTE | NC | 28230 | NONE | PC | GENERAL SUPPORT | $75,000 |
| CAMP SEA GULL CAMP SEAFARER | |||||||
| 2744 SEAFARER ROAD | ARAPAHOE | NC | 28510 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHARLOTTE SYMPHONY | |||||||
| 128 S TRYON STREET STE 350 | CHARLOTTE | NC | 28202 | NONE | PC | GENERAL SUPPORT | $50,000 |
| EPILEPSY ALLIANCE NC | |||||||
| 1920 W FIRST STREET STE 5541-A | WINSTONSALEM | NC | 27104 | NONE | PC | GENERAL SUPPORT | $3,500 |
| FOUNDATION FOR THE CAROLINAS - CAROLINA THREAD TRAIL | |||||||
| 4530 PARK ROAD 420 | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $225,000 |
| HABITAT FOR HUMANITY CHARLOTTE | |||||||
| PO BOX 220287 | CHARLOTTE | NC | 28222 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HEART MATH TUTORING | |||||||
| 1100 SOUTH MINT STREET STE 107 | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HOPEWAY FOUNDATION | |||||||
| 1717 SHARON ROAD WEST | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NORTH CAROLINA COASTAL FEDERATION INC | |||||||
| 3609 HWY 24 OCEAN | NEWPORT | NC | 28570 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | NONE | PC | GENERAL SUPPORT | $200,000 |
| PRESBYTERIAN MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | NONE | PC | GENERAL SUPPORT | $1,800,000 |
| ST ANDREWS UNIVERSITY | |||||||
| 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WING HAVEN FOUNDATION | |||||||
| 260 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $240,000 |
| YMCA OF CATAWBA VALLEY | |||||||
| 701 1ST STREET NW | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,243,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $35 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,095,107 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $50,351 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,673,123 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOME | 901101 | $18,144 | 14 | $759,281 |
| OTHER INCOME FROM K-1S, NET OF UBI | 14 | $500,404 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $68,530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,027,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,096,445 | 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 PREP FEES | CategoryTxt |
| Amt | $24,963 | Amt |
| Net Investment Income | $12,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,481 | 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 | 2021-12-08 | 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 | 12/28/21 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,041,015 | EOYBookValueAmt |
| EOYFMV | $2,067,085 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $34,390,842 | EOYBookValueAmt |
| EOYFMV | $56,195,689 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,638,986 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,642,049 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY FUNDS | AT COST | $1,253,976 | $1,044,390 |
| REITS & REAL ESTATE FUNDS | AT COST | $1,368,900 | $1,240,125 |
| OTHER ALTERNATIVE INVESTMENTS | AT COST | $19,484,855 | $29,215,883 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YEAR END TIMING DIFFERENCES | Desc |
| Amt | $221 | 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 | $21,251 | $2,125 | $0 | $19,126 |
| OTHER DEDUCTIONS FROM K1'S | $0 | $229,466 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $290 | $29 | $0 | $261 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $777,425 | $0 | |
| OTHER INCOME FROM K-1S, NET OF UBI | $500,404 | $0 | $8,355 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES - 1099S | $241,069 | $240,892 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $217,867 | $21,787 | $0 | $196,080 |
| INVESTMENT MGMT FEES - UST | $130,517 | $117,469 | $0 | $13,052 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE & INCOME TAX | $94,037 | $0 | $0 | $0 |
| FOREIGN TAXES PER K-1S&1099S | $0 | $22,060 | $0 | $0 |