Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DOWD FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 35430
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28235
A Employer identification number

56-6061389
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$99,587,640J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,035,044
2 Check bullet.............
3 Interest on savings and temporary cash investments 93 93 93
4 Dividends and interest from securities... 1,174,981 1,174,981 1,174,981
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,880,234
b Gross sales price for all assets on line 6a 12,876,534
7 Capital gain net income (from Part IV, line 2)... 8,880,234
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5 5 5
12 Total. Add lines 1 through 11........ 14,090,357 10,055,313 1,175,079
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,830 22,830 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 673,609 673,609 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 696,439 696,439 0 0
25 Contributions, gifts, grants paid....... 4,058,708 4,058,708
26 Total expenses and disbursements. Add lines 24 and 25 4,755,147 696,439 0 4,058,708
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,335,210
b Net investment income (if negative, enter -0-) 9,358,874
c Adjusted net income (if negative, enter -0-)... 1,175,079
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,222,558 3,154,747 3,154,747
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 40,452,627 Click to see attachment41,993,929 73,785,837
c Investments—corporate bonds (attach schedule)....... 19,121,450 Click to see attachment21,371,450 21,538,160
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 927,763 Click to see attachment901,015 1,108,896
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,724,398 67,421,141 99,587,640
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 54,994,398 59,126,641
25 Net assets with donor restrictions............ 7,730,000 8,294,500
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 62,724,398 67,421,141
30 Total liabilities and net assets/fund balances (see instructions). 62,724,398 67,421,141
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
62,724,398
2
Enter amount from Part I, line 27a .....................
2
9,335,210
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
806,309
4
Add lines 1, 2, and 3 ..........................
4
72,865,917
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,444,776
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
67,421,141
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a BBH WEALTH STRATEGIES LLC P    
b BBH WEALTH STRATEGIES LLC P    
c BBH #0479 P    
d BNY MELLON #3015 P    
e BNY MELLON #3015 P    
BBH #0479 CAPITAL GAIN DIST. P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       391,901
b       2,003,768
c 6,670,761   3,709,259 2,961,502
d 919,060   897,464 21,596
e 5,286,713   1,957,439 3,329,274
      172,193
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       391,901
b       2,003,768
c       2,961,502
d       21,596
e       3,329,274
      172,193
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,880,234
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 413,497
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 130,088
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 130,088
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 121,338
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 171,338
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 41,250
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet41,250 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM HUTAFF III Telephone no.bullet (704) 372-5030

    Located atbulletPO BOX 35430CHARLOTTENC ZIP+4bullet28235
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    W FRANK DOWD IV PRESIDENT
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    E HOOPER HARDISON JR VICE PRESIDENT
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    WILLIAM HUTAFF III SECRETARY/TREASURER
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    EDWARD H HARDISON DIRECTOR
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    CARSON HOWARD DIRECTOR
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    ELIZABETH STETSON DOWD DIRECTOR
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    RODDEY DOWD JR DIRECTOR
    0.00     		0 0 0
    PO BOX 35430
    CHARLOTTE,NC28235
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    95,421,800
    b
    Average of monthly cash balances.......................
    1b
    579,463
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    96,001,263
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    96,001,263
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,440,019
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    94,561,244
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,728,062
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,728,062
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    130,088
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    130,088
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,597,974
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,597,974
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,597,974
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,597,974
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 695,937
    b From 2017......  
    c From 2018...... 106,559
    d From 2019...... 486,296
    e From 2020...... 120,664
    f Total of lines 3a through e ........ 1,409,456
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,058,708
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 4,058,708
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 539,266 539,266
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 870,190
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		156,671
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		713,519
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 106,559
    c Excess from 2019.... 486,296
    d Excess from 2020.... 120,664
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A CAUSE FOR TEA
    418 E FRANKLIN ST
    MONROE,NC28112     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    ALZHEIMER'S ASSOCIATION
    5171 GLENWOOD AVE 101
    RALEIGH,NC27612     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 350
    ALZHEIMER'S FOUNDATION OF AMERICA
    322 EIGHTH AVENUE
    NEW YORK,NY10001     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA500370839     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    APARRO SOLUTIONS
    301 SOUTH BLVD
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    AUGUSTINE LITERACY PROJECT
    115 WEST 7TH STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 35,000
    AUGUSTINE LITERACY PROJECT
    115 WEST 7TH STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    AUTISM SPEAKS
    1060 STATE ROAD 2ND FLOOR
    PRINCETON,NJ08540     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    AUTISM SPEAKS
    1060 STATE ROAD 2ND FLOOR
    PRINCETON,NJ08540     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    BETHANY COLLEGE
    31 E CAMPUS DR
    BETHANY,WV28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    BOCA GRANDE HEALTH CLINIC FOUNDATION
    280 PARK AVE
    BOCA GRANDE,FL33921     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    BOOK HARVEST
    2501 UNIVERSITY DRIVE
    DURHAM,NC27707     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CAMP MERRIE-WOODE
    100 MERRIE-WOODE RD
    SAPPHIRE,NC28774     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    CAMP MERRIE-WOODE
    101 MERRIE-WOODE RD
    SAPPHIRE,NC28775     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    CAPITAL REGION LAND CONSERVANCY
    PO BOX 17306
    RICHMOND,VA23226     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CAROLINA CHRISTIAN SCHOOL
    406 RENEE FORD RD
    LOCUST,NC28097     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    CAROLINA THREAD TRAIL
    4530 PARK RD SUITE 420
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 100,000
    CATAWBA LANDS CONSERVANCY
    2400 PARK RD SUITE 1
    CHARLOTTE,NC28203     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CATAWBA LANDS CONSERVANCY
    2401 PARK RD SUITE 1
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    CENTRAL CHURCH OF GOD
    5301 SARDIS RD
    CHARLOTTE,NC28270     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 4,650
    CHARLOTTE 49ERS ATHLETIC FOUNDATION
    9201 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28223     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 3,500
    CHARLOTTE 49ERS ATHLETIC FOUNDATION
    9201 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28223     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,750
    CHARLOTTE RESCUE MISSION
    PO BOX 33000
    CHARLOTTE,NC28233     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 33,000
    CHARLOTTE RESCUE MISSION
    PO BOX 33000
    CHARLOTTE,NC28233     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CHARLOTTE SPEECH & HEARING
    741 KENILWORTH AVE SUITE 100
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    CHRIST CHURCH CHARLOTTE
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,000
    CHRIST CHURCH CHARLOTTE
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CHRIST CHURCH CHARLOTTE
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    CHRIST CHURCH CHARLOTTE
    1412 PROVIDENCE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 350
    CHRIST SCHOOL
    500 CHRIST SCHOOL RD
    ARDEN,NC28704     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    CLASSICAL AMERICAN HOMES PREVENTION
    376 ST MARYS ROAD
    HILLSBOROUGH,NC27278     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    COMMERATIVE AIR FORCE
    PO BOX 764769
    DALLAS,TX75376     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    CORAL REEF RESTORATION FOUNDATION
    5 SEAGATE BLVD
    KEY LARGO,FL33037     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    COUNCIL FOR A SECURE AMERICA
    178 COLUMBUS AVENUE 231579
    NEW YORK,NY10023     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 7,500
    CPCC FOUNDATION
    1322 E 4TH ST
    CHARLOTTE,NC28235     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250,000
    CRISIS ASSISTANCE MINISTRY
    500-A SPRATT STREETT
    CHARLOTTE,NC28206     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    DANIEL STOWE BOTANICAL GARDENS
    6500 S NEW HOPE RD
    BELMONT,NC28012     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    DAVIDSON COLLEGE
    BOX 7170
    DAVIDSON,NC28035     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    DILWORTH CENTER
    2240 PARK RD
    CHARLOTTE,NC28203     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    DISCOVERY PLACE NATURE
    1658 STERLING RD
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 125,000
    DOWD YMCA
    400 E MOREHEAD ST
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    DUCK'S UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    DUKE UNIVERSITY CHAPEL
    401 CHAPEL DRIVE
    DURHAM,NC27708     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    ELK GROVE FOOD BANK SERVICES
    9888 KENT ST
    ELK GROVE,CA95624     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    EPISCOPAL HIGH SCHOOL
    1200 NORTH QUAKER LANE
    ALEXANDRIA,VA22302     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    EPISCOPAL HIGH SCHOOL
    1200 NORTH QUAKER LANE
    ALEXANDRIA,VA22302     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    FILOLI CENTER
    86 CANADA ROAD
    WOODSIDE,CA94062     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    FISHER HOUSE FOUNDATION
    12300 TWINBROOK PKWY
    ROCKVILLE,MD20852     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 750
    FOOD BANK OF CENTRAL & EASTERN NC
    1924 CAPITAL BLVD
    RALEIGH,NC27604     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    FOUNDATION FOR THE CAROLINAS
    220 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    FOUNDRY EDUCATIONAL FOUNDATION
    1695 N PENNY LANE
    SCHAUMBURG,IL60173     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    FRIENDSHIP TRAYS
    648 GRIFFITH RD
    CHARLOTTE,NC28217     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    GATEWAY OF HOPE
    801 N MUR-LEN RD 111
    OLATHE,KS66062     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    GIRLS PREPARATORY SCHOOL
    205 ISLAND AVENUE
    CHATTANOOGA,TN37405     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 800
    GOOD FELLOWS CLUB
    700 PARKWOOD AVE
    CHARLOTTE,NC28205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    GOOD FELLOWS CLUB
    700 PARKWOOD AVE
    CHARLOTTE,NC28205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    GOOD FRIENDS OF CHARLOTTE
    1307 W MOREHEAD ST SUITE 207
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    HATS - HELPING ANIMALS TO SURVIVE
    PO BOX 243
    DENVER,MS28037     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 7,500
    HEALTHNETWORK FOUNDATION
    3550 LANDER RD SUITE 225
    CLEVELAND,OH44124     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    HEALTHQUEST OF UNION COUNTY
    415 EAST FRANKLIN STREET SUITE 100
    MONROE,NC28112     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    HELPING A HERO
    8564 KATY FWY
    HOUSTON,TX77024     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    HOSPICE & PALLIATIVE CARE CHARLOTTE
    7845 LITTLE AVE
    CHARLOTTE,NC28226     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    HOPEWAY
    1717 SHARON RD W
    CHARLOTTE,NC28210     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 62,500
    HOUSE OF MERCY
    100 MCAULEY CIRCLE
    BELMONT,NC28012     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC282035556     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 50,000
    INREACH
    4530 PARK RD SUITE 300
    CHARLOTTE,NC282093790     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    INREACH
    4530 PARK RD SUITE 300
    CHARLOTTE,NC282093790     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    INDIAN HILL PRESBYTERIAN CHURCH
    8349 NC-200
    STANFIELD,NC28163     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    INDIAN HILL PRESBYTERIAN CHURCH
    8350 NC-200
    STANFIELD,NC28163     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    INDIAN HILL PRESBYTERIAN CHURCH
    8351 NC-200
    STANFIELD,NC28163     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    INSTITUTE FOR ARTS AND HUMANITIES
    176 EAST FRANKLIN STREET
    CHAPEL HILL,NC27599     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 600
    INTERFAITH COUNCIL FOR SOCIAL SERVICES
    110 WEST MAIN STREET
    CARRBORO,NC27510     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    INTERFAITH FOOD SHUTTLE
    1001 BLAIR DR
    RALEIGH,NC27603     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    LEVINE MUSEUM OF THE NEW SOUTH
    401 S TRYON ST
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    LIFELINE ANIMAL PROJECT
    PO BOX 15466
    ATLANTA,GA30333     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    LOVEBOLT - IN MEMORIAM KITTY GARNER
    PO BOX 5381
    CHARLOTTE,NC28299     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    LYMELIGHT FOUNDATION
    1229 BURLINGAME AVE 205
    BURLINGAME,CA94010     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    MAGGIE WALKER COMMUNITY LAND TRUST
    203 N ROBINSON ST
    RICHMOND,VA23220     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    MARINE CORPS HERITAGE FOUNDATION
    PO BOX 96628
    WASHINGTON,DC200906628     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    MECKLENBURG COUNTY COUNCIL - BOYS SCOUTS OF AMERICA
    1410 E 7TH ST
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    MECKLENBURG MINISTRIES
    3900 PARK RD
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    MEMORY AND MOVEMENT CHARLOTTE
    411 BILLINGSLEY RD STE 103
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 50,000
    MEMORY AND MOVEMENT CHARLOTTE
    411 BILLINGSLEY RD STE 103
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    MEMORY AND MOVEMENT CHARLOTTE
    411 BILLINGSLEY RD STE 103
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    MERRIE-WOODE FOUNDATION
    100 MERRIE-WOODE ROAD
    SAPPHIRE,NC287749621     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    METROPOLITAN OPERA
    30 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,400
    MINERAL SPRINGS BAPTIST CHURCH
    PO BOX 478
    OAKBORO,NC28129     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    MONTREAT CONFERENCE CENTER
    401 ASSEMBLY DR
    MONTREAT,NC28757     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    MYERS PARK BAPTIST CHURCH
    1900 QUEENS RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 20,000
    MYERS PARK PRESBYTERIAN CHURCH
    2501 OXFORD PLACE
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 6,000
    NATIONAL HUMANITIES CENTER
    7 TW ALEXANDER DR
    RESEARCH TRIANGLE,NC27709     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD SUITE 1200
    JENKINTOWN,PA19046     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 15,000
    NAVY-MARINE CORPS RELIEF SOCIETY
    874 N RANDOLPH ST SUITE 225
    ARLINGTON,VA22203     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,050
    NC CPA FOUNDATION
    3100 GATEWAY CENTRE BLVD
    MORRISVILLE,NC27560     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    NC HUMANITIES COUNCIL
    320 E 9TH ST 414
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    NC HUMANITIES COUNCIL
    320 E 9TH ST 414
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    NC MARINE AND ESTUARY FOUNDATION
    1101 HAYNES ST STE 102
    RALEIGH,NC27604     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    NEW YORK ROAD RUNNERS TEAM FOR KIDS
    320 WEST 57TH STREET
    NEW YORK,NY10019     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    ONE LIBRARY AT A TIME
    7804 FAIRVIEW ROAD
    CHARLOTTE,NC28226     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    OPERA CAROLINA
    THE ELIZABETH RODDEY DOWD OPERA
    CENTER
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    PAWS4EVER
    6311 NICKS ROAD
    MEBANE,NC27302     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 550
    PHILIPS ACADEMY
    3115 PROVIDENCE RD
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 40,000
    PORCH CHAPEL HILLCARRBORO
    PO BOX 16363
    CHAPEL HILL,NC27516     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 550
    PREVENT CHILD ABUSE NORTH CAROLINA
    3000 AERIAL CENTER PKWY 180
    MORRISVILLE,NC27560     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    PROVIDENCE BAPTIST CHURCH
    4921 RANDOLPH RD
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 7,500
    PROVIDENCE UNITED METHODIST CHURCH
    2810 PROVIDENCE RD
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    PSABC - THE PRESERVATION SOCIETY OF ASHEVILLE & BUNCOMBE
    324 CHALOTTE ST
    ASHEVILLE,NC28801     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    PSABC - THE PRESERVATION SOCIETY OF ASHEVILLE & BUNCOMBE
    324 CHALOTTE ST
    ASHEVILLE,NC28801     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    PSABC - THE PRESERVATION SOCIETY OF ASHEVILLE & BUNCOMBE
    324 CHALOTTE ST
    ASHEVILLE,NC28801     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    PUBLIC BROADCASTING ATLANTA
    740 BISMARK RD NE
    ATLANTA,GA30324     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    QUEENS UNIVERSITY - PRESIDENTIAL SCHOLARSHIP
    1900 SELWYN AVE
    CHARLOTTE,NC28274     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 35,000
    RED MOUNTAIN CHURCH
    2829 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,220
    RED MOUNTAIN CHURCH
    2829 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,110
    RED MOUNTAIN CHURCH
    2829 7TH AVENUE SOUTH
    BIRMINGHAM,AL35233     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    RICHMOND PERFORMING ARTS ALLIANCE
    600 E GRACE ST SUITE 400
    RICHMOND,VA23219     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    ROOF ABOVE
    PO BOX 31335
    CHARLOTTE,NC28231     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    SACRED SELECTIONS
    4144 SHORES ROAD
    MURFREESBORO,TN37128     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    SALVATION ARMY
    4015 STUART ANDREW BLVD
    CHARLOTTE,NC28217     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    SAMARITAN HEALTH CENTER
    11 ROSE ST 1
    DANBURY,CT06810     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 200
    SAN FRANCISCO - MARIN FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 515
    SAN FRANCISCO - MARIN FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 650
    SAN FRANCISCO BOTANICAL GARDEN
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    SAN FRANCISCO PARKS ALLIANCE
    1074 FOLSOM ST
    SAN FRANCISCO,CA94103     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 313
    SEA PARTNERS
    PO BOX 271209
    FLOWER MOUND,TX75027     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    SECOND HARVEST FOOD BANK
    500-B SPRATT ST
    CHARLOTTE,NC282063235     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    SECOND HARVEST FOOD BANK OF METROLINA
    500 SPRATT ST B
    CHARLOTTE,NC28206     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    SHILOH BAPTIST CHURCH
    2301 ROCKY RIVER RD NORTH
    MONROE,NC28110     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 4,000
    SHILOH BAPTIST CHURCH
    2301 ROCKY RIVER RD NORTH
    MONROE,NC28110     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,000
    SPECIAL OLYMPICS OF NC
    2200 GATEWAY CENTRE BLVD SUITE 201
    MORRISVILLE,NC275609122     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    SPECIAL OLYMPICS OF NC
    2200 GATEWAY CENTRE BLVD SUITE 201
    MORRISVILLE,NC275609122     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    ST CATHERINE'S SCHOOL
    6001 GROVE AVE
    RICHMON,VA23226     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    ST STEPHEN UNITED METHODIST CHURCH
    6800 SARDIS ROAD
    CHARLOTTE,NC28270     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    ST VINCENT'S FOUNDATION
    1130 22ND ST SOUTH SUITE 1000
    BIRMINGHAM,AL35205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    STANLY COUNTY HISTORICAL SOCIETY
    157 N 2ND ST
    ALBEMARLE,NC28001     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    STANLY HEALTH FOUNDATION - BUTTERFLY HOUSE
    PO BOX 254
    ALBEMARLE,NC28002     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    STANLY HEALTH FOUNDATION - BUTTERFLY HOUSE
    PO BOX 254
    ALBEMARLE,NC28002     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    STANLY HEALTH FOUNDATION - BUTTERFLY HOUSE
    PO BOX 254
    ALBEMARLE,NC28002     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,250
    THE CENTER FOR COMMUNITY TRANSITIONS
    5825 OLD CONCORD RD
    CHARLOTTE,NC28213     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    THE CHAPEL OF THE CROSS
    304 E FRANKLIN ST
    CHAPEL HILL,NC27514     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 4,850
    THE CITADEL FOUNDATION
    171 MOULTRIE ST
    CHARLESTON,SC29409     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,400
    THE DUKE MANSION - COLONNADE SOCIETY
    400 HERMITAGE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    THE ECHO FOUNDATION
    1125 E MOREHEAD ST 101
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    THE GOOD FELLOWS CLUB
    700 PARKWOOD AVE
    CHARLOTTE,NC28205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    THE GOOD FELLOWS CLUB
    700 PARKWOOD AVE
    CHARLOTTE,NC28205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    THE INSTITUTE FOR THE PUBLIC TRUST
    5 W HARGETT ST ROOM 212
    RALEIGH,NC28601     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 5,000
    THE JOHN CROSLAND SCHOOL
    5146 PARKWAY PLAZA BLVD
    CHARLOTTE,NC28217     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    THE MSA COALITION
    7918 JONES BRANCH DR SUITE 300
    MCLEAN,VA22102     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    THE MOREHEAD-CAIN SCHOLARSHIP
    PO BOX 690
    CHAPEL HILL,NC275140690     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 200,000
    THE MUSTARD TREE FOUNDATION
    5110 OLD ELLIS POINT
    ROSWELL,GA30076     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    THE NATURE CONSERVANCY
    334 BLACKWELL STREET SUITE 300
    DURHAM,NC27701     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 3,000
    THE NORTH CAROLINA ZOO
    4401 ZOO PARKWAY
    ASHEBORO,NC27205     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 50,000
    THE SHEPHERD'S CENTER OF CHARLOTTE
    300 HAWTHORNE LANE
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,200
    TROUTMAN FRIENDS OF THE LIBRARY
    215 W CHURCH STREET
    TROUTMAN,NC28166     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    UCCACGET CENTERED
    PO BOX 69
    MONROE,NC28111     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250,000
    UNC-TV
    10 UNC-TV DRIVE
    RESEARCH TRIANGE,NC27709     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    UNC CHARLOTTE FOUNDATION
    8724 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28213     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 125,000
    UNITED MITOCHONDRIAL DISEASE FOUNDATION
    8085 SALTSBURG RD SUITE 201
    PITTSBURG,PA15239     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    UNITED WAY OF CENTRAL CAROLINAS
    601 E 5TH ST
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    UNITED WAY OF GREATER RICHMOND & PETERSBURG
    2001 MAYWILL STREET 201
    RICHMOND,VA23230     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    VETERANS BRIDGE HOME
    2200 EAST 7 ST
    CHARLOTTE,NC28204     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,000
    VICTORY JUNCTION
    4500 ADAMS WAY
    RANDLEMAN,NC27317     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    VISION TO LEARN
    11611 SAN VICENTE BLVD SUITE 500
    LOS ANGELES,CA90049     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 20,000
    VPM MEDIA CORPORATION
    23 SESAME ST
    RICHMOND,VA23235     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    WELCOME HOME VETERANS
    165 N MAIN ST
    MOORESVILLE,NC28115     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    WESTMINISTER PRESBYTERIAN CHURCH
    101 COLVILLLE RD
    CHARLOTTE,NC28207     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,100
    WFAE RADIO
    8801 JM KEYNES DRIVE SUITE 91
    CHARLOTTE,NC28262     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250,000
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 6,000
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,700
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,500
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    WING HAVEN
    248 RIDGEWOOD AVE
    CHARLOTTE,NC28209     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 400
    WOMENS EXECUTIVES FOR COMMUNITY SERVICE
    PO BOX 221033
    CHARLOTTE,NC28222     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    WOODBERRY FOREST SCHOOL
    117 WOODBERRY STATION
    WOODBERRY FOREST,VA22989     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 10,400
    WOODBERRY FOREST SCHOOL
    117 WOODBERRY STATION
    WOODBERRY FOREST,VA22989     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500,000
    WOODBERRY FOREST SCHOOL AMICI FUND
    117 WOODBERRY STATION
    WOODBERRY FOREST,VA22989     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,000
    WOODBERRY FOREST SCHOOL AMICI FUND
    117 WOODBERRY STATION
    WOODBERRY FOREST,VA22989     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 250
    WUNC RADIO
    120 FRIDAY CENTER DRIVE
    CHAPEL HILL,NC27517     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    WUNC RADIO
    120 FRIDAY CENTER DRIVE
    CHAPEL HILL,NC27517     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300
    YMCA OF GREATER RICHMOND
    2 W FRANKLIN ST
    RICHMOND,VA23220     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 3,000
    YMCA OF GREATER CHARLOTTE
    400 E MOREHEAD ST
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 400,000
    ALL IN TO FIGHT CANCER
    1431 WEST MOREHEAD ST SUITE 102
    CHARLOTTE,NC28208     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 7,500
    ARTS PLUS
    1803 LAKEVIEW DR
    MONROE,NC28112     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500
    CHARLOTTE COUNTRY DAY
    1440 CARMEL ROAD
    CHARLOTTE,NC28226     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 500,000
    CHARLOTTE MECKLENBURG LIBRARY FOUNDATION
    310 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 300,000
    CHARLOTTE MECKLENBURG LIBRARY FOUNDATION
    310 N TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    CHILDREN'S HOPE ALLIANCE
    5699 EXECUTIVE CENTER DR SUITE 200
    CHARLOTTE,NC28211     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    MINT MUSEUM
    500 TRYON STREET
    CHARLOTTE,NC28202     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 1,000
    TEACH FOR AMERICA
    5855 EXECUTIVE CENTER DRIVE SUITE
    200
    CHARLOTTE,NC28212     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 25,000
    ZION UNITED METHODIST CHURCH
    1521 OLD FISH ROAD
    MONROE,NC28110     		NA PC ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS 2,500
    Total .................................bullet 3a 4,058,708
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 93  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 8,880,234  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 10,055,313 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,055,313
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    DOWD FOUNDATION INC
     
    Employer identification number

    56-6061389
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DOWD FOUNDATION INC
          		Employer identification number
    56-6061389
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHARLOTTE PIPE AND FOUNDRY COMPANY
     
    PO BOX 35430
     
    CHARLOTTE, NC28235

    		$ 6,043,513


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DOWD FOUNDATION INC
          		Employer identification number

    56-6061389
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED STOCK $ 1,008,236 2021-03-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED STOCK $ 506,217 2021-06-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED STOCK $ 509,563 2021-09-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED STOCK $ 4,044,023 2021-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DOWD FOUNDATION INC
          		Employer identification number

    56-6061389
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Name of Bond End of Year Book Value End of Year Fair Market Value
      21,371,450 21,538,160

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Name of Stock End of Year Book Value End of Year Fair Market Value
      41,993,929 73,785,837

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
      AT COST 901,015 1,108,896

    TY 2021 OtherDecreasesSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Description Amount
    APPRECIATED STOCK CONTRIBUTIONS 2,804,367
    K-1 INCOME 2,392,864
    FEDERAL TAXES 247,545


    TY 2021 OtherExpensesSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BBH #0479 269,985 269,985 0 0
    BBH WEALTH STRATEGIES LLC K-1 303,385 303,385 0 0
    BNY MELLON #3015 100,239 100,239 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BBH WEALTH STRATEGIES LLC- K-1 5 5 5


    TY 2021 OtherIncreasesSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Description Amount
    OTHER DECREASES TO NET ASSETS 619,613
    CASH TO ACCRUAL 186,696


    TY 2021 TaxesSchedule
    Name:
    DOWD FOUNDATION INC
    EIN:
    56-6061389
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 22,830 22,830 0 0