Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, THE FOLLOWING PERSONS REVIEWED THIS FORM IN DETAIL: THE DUKE ENERGY TAX DIRECTOR AND THE DUKE ENERGY FINANCE MANAGER. A COPY OF THE FORM 990 WAS NOT PROVIDED TO ALL BOARD MEMBERS AS IT WAS DETERMINED THAT THE PERSONS NOTED ABOVE ARE THE BEST QUALIFIED TO REVIEW THE FORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII - ADDITIONAL INFORMATION | DESCRIPTION OF THE BOARD AND COMMITTEES: THE PIEDMONT NATURAL GAS COMPANY 501(C)(9) TRUST FOR RETIRED NON-BARGAINING EMPLOYEES FUNDS RETIREE MEDICAL AND RETIREE HRA BENEFITS FOR CERTAIN ELIGIBLE PIEDMONT RETIREES. THE INVESTMENT OF THE ASSETS HELD IN THE VEBAS IS ADMINISTERED BY THE DUKE ENERGY INVESTMENT COMMITTEE AND EACH OF THE COMPONENT PLANS UNDER THE PLAN IS ADMINISTERED BY THE DUKE ENERGY BENEFITS COMMITTEE. THE BOARD OF DIRECTORS OF THE COMPANY, OR ITS DELEGATE, APPOINTS THE CHAIR OF THE DUKE ENERGY INVESTMENT COMMITTEE, WHO, THEN IN TURN, APPOINTS THE OTHER MEMBERS OF THE INVESTMENT COMMITTEE. THE BOARD OF DIRECTORS OF THE COMPANY, OR ITS DELEGATE, APPOINTS THE CHAIR OF THE DUKE ENERGY BENEFITS COMMITTEE, WHO, THEN IN TURN, APPOINTS THE OTHER MEMBERS OF THE BENEFITS COMMITTEE. THE PLAN IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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