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
THE DICKSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)200 S COLLEGE ST STE 1800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28202
A Employer identification number

56-6022339
B Telephone number (see instructions)

(704) 372-5404
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$92,800,809J Accounting method:
MODIFIED CASH
(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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,095,142 1,315,183  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,723,474
b Gross sales price for all assets on line 6a 17,079,417
7 Capital gain net income (from Part IV, line 2)... 6,783,376
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 1,277,829 8,355 0
12 Total. Add lines 1 through 11........ 6,096,445 8,106,914 0
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)....... Click to see attachment 24,963 12,482 0 12,481
c Other professional fees (attach schedule).... Click to see attachment 589,453 380,148 0 209,132
17 Interest...............   1,616    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 94,037 22,060 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 100,847 10,085 0 90,763
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,541 231,620 0 19,387
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 830,841 658,011 0 331,763
25 Contributions, gifts, grants paid....... 4,079,093 4,079,093
26 Total expenses and disbursements. Add lines 24 and 25 4,909,934 658,011 0 4,410,856
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,186,511
b Net investment income (if negative, enter -0-) 7,448,903
c Adjusted net income (if negative, enter -0-)... 0
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............. 2,383 1,399 1,399
2 Savings and temporary cash investments......... 1,904,713 1,355,817 1,355,853
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) 1,677,956 Click to see attachment1,638,986 1,642,049
b Investments—corporate stock (attach schedule)....... 34,857,339 Click to see attachment34,390,842 56,195,689
c Investments—corporate bonds (attach schedule)....... 2,028,263 Click to see attachment2,041,015 2,067,085
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,897,811 Click to see attachment22,107,731 31,500,398
14 Land, buildings, and equipment: basis bullet38,336
Less: accumulated depreciation (attach schedule) bullet   19,371 38,336 38,336
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,387,836 61,574,126 92,800,809
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...........    
25 Net assets with donor restrictions............    
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........ 60,387,836 61,574,126
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 60,387,836 61,574,126
30 Total liabilities and net assets/fund balances (see instructions). 60,387,836 61,574,126
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
60,387,836
2
Enter amount from Part I, line 27a .....................
2
1,186,511
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
61,574,347
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
221
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,574,126
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 GAIN FROM FLOW THROUGH ENTITIES P    
b ST GAIN ON SALE OF SECURITIES (BBH) P    
c ST GAIN ON SALE OF SECURITIES (UST) P    
d ST GAIN ON SALE OF SECURITIES (MS) P    
e LT GAIN ON SALE OF SECURITIES (BBH) P    
LT GAIN ON SALE OF SECURITIES (UST) P    
LT GAIN ON SALE OF SECURITIES (MS) P    
LT CAPITAL GAIN DISTRIBUTION (BBH) P    
LT CAPITAL GAIN DISTRIBUTION (UST) P    
LT CAPITAL GAIN DISTRIBUTION (MS) P    
LT CAPITAL GAIN DISTRIBUTION (RREEF AMERICA) P    
DISPOSAL OF ALTERNATIVE INVESTMENTS 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 1,749,782     1,749,782
b 1,192,718   1,147,707 45,011
c 2,091,110   2,021,980 69,130
d 2,221,876   2,173,203 48,673
e 3,528,693   1,989,880 1,538,813
5,054,083   3,304,225 1,749,858
2,915,177   2,661,426 253,751
46,047     46,047
597     597
14,187     14,187
14,929     14,929
1,252,598     1,252,598
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       1,749,782
b       45,011
c       69,130
d       48,673
e       1,538,813
      1,749,858
      253,751
      46,047
      597
      14,187
      14,929
      1,252,598
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 6,783,376
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 0
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........................... 3 103,540
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- ..... 5 103,540
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 92,771
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 122,771
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 19,231
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,231 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletTHE DICKSON FOUNDATION Telephone no.bullet (704) 372-5404

    Located atbullet200 SOUTH COLLEGE ST STE 1800CHARLOTTENC ZIP+4bullet28202
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
     
    No
    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)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    R STUART DICKSON DIRECTOR, CHAIRMAN & PRESIDENT
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    RUSH S DICKSON III DIRECTOR,VICE PRESIDENT
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    THOMAS W DICKSON DIRECTOR,VICE PRESIDENT
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    SUSAN W PATTERSON OFFICER,SEC & TREASURER
    32.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    JANE W MARLEY DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    ALISON M SCOTT DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    CHRISTIAN O AVERY DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    CHASE A WOOD DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    HARRISON H WILLIAMSON JR DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    JOHN A DICKSON DIRECTOR
    1.00     		0 0 0
    200 SOUTH COLLEGE STREET STE 1800
    CHARLOTTE,NC28202
    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
    RDK MANAGEMENT LLC ADMIN SERVICES 217,867
    200 SOUTH COLLEGE STREET SUITE 1800
    CHARLOTTE,NC28202
    BROWN BROTHERS HARRIMAN INVESTMENT MGT 151,250
    227 WEST TRADE ST SUITE 2100
    CHARLOTTE,NC28202
    US TRUST COMPANY INVESTMENT MGT 130,517
    525 NORTH TRYON STREET STE 1900
    CHARLOTTE,NC28202
    MORGAN STANLEY INVESTMENT MGT 89,819
    700 SPRING FOREST ROAD STE 200
    RALEIGH,NC27609
    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  
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    88,455,771
    b
    Average of monthly cash balances.......................
    1b
    2,056,508
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    90,512,279
    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
    90,512,279
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,357,684
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    89,154,595
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,457,730
    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
    4,457,730
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    103,540
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    8,068
    c
    Add lines 2a and 2b............................
    2c
    111,608
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,346,122
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,346,122
    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
    4,346,122
    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 4,346,122
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 81,757
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,410,856
    a Applied to 2020, but not more than line 2a 81,757
    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..... 4,329,099
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    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 ..........     		17,023
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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 e-mail address of the person to whom applications should be addressed:
    THE DICKSON FOUNDATION
    200 SOUTH COLLEGE ST STE 1800
    CHARLOTTE,NC28202
    (704) 372-5404
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER.
    cAny submission deadlines:
    THERE ARE NO APPLICATION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS AND PRIMARILY FOCUSES ON LOCAL GIVING.
    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
    APPALACHIAN STATE UNIVERSITY
    PO BOX 32176
    BOONE,NC28608     		NONE PC GENERAL SUPPORT 75,000
    ATRIUM HEALTH FOUNDATION
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 40,000
    BAPTIST CHILDREN'S HOMES OF NC
    PO BOX 338
    THOMASVILLE,NC27361     		NONE PC GENERAL SUPPORT 50,000
    BELMONT ABBEY COLLEGE
    100 BELMONT-MT HOLLY ROAD
    BELMONT,NC28012     		NONE PC GENERAL SUPPORT 200,000
    BEST NC
    100 SAS CAMPUS DRIVE
    CARY,NC27513     		NONE PC GENERAL SUPPORT 10,000
    BOY SCOUTS OF AMERICA-MECKLENBURG CO COUNCIL
    1410 EAST 7TH STREET
    CHARLOTTE,NC28204     		NONE PC GENERAL SUPPORT 40,000
    CAF AMERICA
    225 REINEKERS LANE STE 375
    ALEXANDRIA,VA22314     		NONE PC GENERAL SUPPORT 54,000
    CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION
    PO BOX 35009
    CHARLOTTE,NC28235     		NONE PC GENERAL SUPPORT 100,000
    CHARLOTTE COUNTRY DAY SCHOOL
    1440 CARMEL ROAD
    CHARLOTTE,NC28226     		NONE PC GENERAL SUPPORT 150,000
    CHARLOTTE LATIN
    9502 PROVIDENCE ROAD
    CHARLOTTE,NC28277     		NONE PC GENERAL SUPPORT 50,000
    CHARLOTTE MECKLENBURG LIBRARY
    310 N TRYON STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 100,000
    CHARLOTTE NEUROSCIENCE FOUNDATION
    300 BILLINGSLEY ROAD STE 108
    CHARLOTTE,NC28211     		NONE PC GENERAL SUPPORT 25,000
    COMMUNITY LINK
    601 EAST 5TH STREET STE 220
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 2,500
    DAVIDSON COLLEGE
    BOX 7145
    DAVIDSON,NC28035     		NONE PC GENERAL SUPPORT 360,000
    DILWORTH CENTER
    2240 PARK ROAD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 100,000
    DOROTHEA DIX PARK CONSERVANCY
    PO BOX 28575
    RALEIGH,NC27611     		NONE PC GENERAL SUPPORT 50,000
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NONE PC GENERAL SUPPORT 25,000
    ELON UNIVERSITY
    2615 CAMPUS BOX
    ELON,NC27244     		NONE PC GENERAL SUPPORT 40,000
    EPILEPSY ALLIANCE NC
    1920 W FIRST STREET STE 5541-A
    WINSTONSALEM,NC27104     		NONE PC GENERAL SUPPORT 3,500
    FFTC - CAROLINA THREAD TRAIL
    4530 PARK ROAD 420
    CHARLOTTE,NC28209     		NONE PC GENERAL SUPPORT 25,000
    GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION
    PO BOX 129
    LINVILLE,NC28646     		NONE PC GENERAL SUPPORT 50,000
    HEART MATH TUTORING
    1100 SOUTH MINT STREET STE 107
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 25,000
    HIGHER ED WORKS
    PO BOX 10463
    RALEIGH,NC27605     		NONE PC GENERAL SUPPORT 33,333
    HISTORIC ROSEDALE
    3427 NORTH TRYON STREET
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 10,000
    HOLLINS UNIVERSITY
    7916 WILLIAMSON ROAD
    ROANOKE,VA24020     		NONE PC GENERAL SUPPORT 100,000
    HOPEWAY FOUNDATION
    1717 SHARON ROAD WEST
    CHARLOTTE,NC28210     		NONE PC GENERAL SUPPORT 25,000
    HOSPICE AT CHARLOTTE
    7845 LITTLE AVENUE
    CHARLOTTE,NC28226     		NONE PC GENERAL SUPPORT 100,000
    HOSPITALITY HOUSE OF CHARLOTTE
    1400 SCOTT AVENUE
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 25,000
    LYNNWOOD FOUNDATION
    400 HERMITAGE ROAD
    CHARLOTTE,NC28207     		NONE PC GENERAL SUPPORT 150,000
    MAKE-A-WISH CENTRAL & WESTERN NC
    217 E TREMONT AVENUE
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 24,000
    MEREDITH COLLEGE
    3800 HILLSBOROUGH STREET
    RALEIGH,NC27607     		NONE PC GENERAL SUPPORT 50,000
    METHODIST UNIVERSITY
    5400 RAMSEY STREET
    FAYETTEVILLE,NC28311     		NONE PC GENERAL SUPPORT 10,000
    MYERS PARK BAPTIST CHURCH
    1900 QUEENS ROAD
    CHARLOTTE,NC28207     		NONE PC GENERAL SUPPORT 150,000
    NC OUTWARD BOUND SCHOOL
    2582 RICEVILLE ROAD
    ASHEVILLE,NC28805     		NONE PC GENERAL SUPPORT 100,000
    NC STATE UNIVERSITY
    CAMPUS BOX 7474
    RALEIGH,NC27695     		NONE PC GENERAL SUPPORT 200,000
    PFEIFFER UNIVERSITY
    PO BOX 960
    MISENHEIMER,NC28109     		NONE PC GENERAL SUPPORT 100,000
    PRESBYTERIAN MEDICAL CENTER FOUNDATION
    PO BOX 33549
    CHARLOTTE,NC28233     		NONE PC GENERAL SUPPORT 200,000
    RENAISSANCE WEST COMMUNITY INITIATIVE
    3610 NOBLES AVENUE 199
    CHARLOTTE,NC28208     		NONE PC GENERAL SUPPORT 20,000
    ROCKY MOUNT ACADEMY
    1313 AVONDALE AVENUE
    ROCKY MOUNT,NC27803     		NONE PC GENERAL SUPPORT 40,000
    ST ANDREWS UNIVERSITY
    1700 DOGWOOD MILE
    LAURINBURG,NC28352     		NONE PC GENERAL SUPPORT 25,000
    ST CATHERINE'S SCHOOL
    6001 GROVE AVENUE
    RICHMOND,VA23226     		NONE PC GENERAL SUPPORT 100,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 25,000
    SOUTHEASTERN COUNCIL OF FOUNDATIONS
    100 PEACHTREE STREET STE 2080
    ATLANTA,GA30303     		NONE PC GENERAL SUPPORT 7,710
    SOUTHMINSTER
    8919 PARK ROAD
    CHARLOTTE,NC28210     		NONE PC GENERAL SUPPORT 100,000
    TREESCHARLOTTE
    701 TUCKASEEGEE ROAD
    CHARLOTTE,NC28208     		NONE PC GENERAL SUPPORT 25,000
    TRINITY EPISCOPAL SCHOOL
    750 E 9TH STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 150,000
    UNITED WAY OF THE CENTRAL CAROLINAS
    601 E 5TH STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 40,000
    WING HAVEN FOUNDATION
    260 RIDGEWOOD AVENUE
    CHARLOTTE,NC28209     		NONE PC GENERAL SUPPORT 60,000
    YMCA OF CATAWBA VALLEY
    701 1ST STREET NW
    HICKORY,NC28601     		NONE PC GENERAL SUPPORT 25,000
    YMCA OF GREATER CHARLOTTE
    400 E MOREHEAD STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 300,000
    YMCA GASTON COUNTY
    201 S CLAY STREET
    GASTONIA,NC28052     		NONE PC GENERAL SUPPORT 75,000
    ALL SAINTS MISSION
    PO BOX 117
    LINVILLE,NC28646     		NONE PC GENERAL SUPPORT 1,000
    ALLIANCE FOR CHRISTIAN MEDIA
    2715 PEACHTREE ROAD
    ATLANTA,GA30305     		NONE PC GENERAL SUPPORT 1,200
    FIRST PRESBYTERIAN CHURCH
    200 W TRADE STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 1,000
    MYERS PARK BAPTIST CHURCH
    1900 QUEENS ROAD
    CHARLOTTE,NC28207     		NONE PC GENERAL SUPPORT 1,000
    ST PHILIP'S EPISCOPAL CHURCH
    142 CHURCH STREET
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT 1,000
    A&T UNIVERSITY FOUNDATION
    200 N BENBOW ROAD
    GREENSBORO,NC27411     		NONE PC GENERAL SUPPORT 1,000
    BELMONT ABBEY COLLEGE-BRADLEY INSTITUTE
    100 BELMONT-MT HOLLY ROAD
    BELMONT,NC28012     		NONE PC GENERAL SUPPORT 1,000
    CAMPBELL UNIVERSITY
    143 MAIN STREET
    BUIES CREEK,NC27506     		NONE PC GENERAL SUPPORT 1,000
    CATAWBA COLLEGE
    2300 W INNES STREET
    SALISBURY,NC28144     		NONE PC GENERAL SUPPORT 1,000
    CENTRAL PIEDMONT COMMUNITY COLLEGE
    PO BOX 35009
    CHARLOTTE,NC28235     		NONE PC GENERAL SUPPORT 2,000
    CPCC FOUNDATION INC
    PO BOX 35009
    CHARLOTTE,NC28235     		NONE PC GENERAL SUPPORT 1,000
    CHARLESTON DAY SCHOOL
    15 ARCHDALE STREET
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT 1,000
    CHARLOTTE COUNTRY DAY SCHOOL
    1440 CARMEL ROAD
    CHARLOTTE,NC28226     		NONE PC GENERAL SUPPORT 2,000
    CHARLOTTE LATIN
    9502 PROVIDENCE ROAD
    CHARLOTTE,NC28277     		NONE PC GENERAL SUPPORT 1,000
    THE CITADEL FOUNDATION
    171 MOULTRIE STREET
    CHARLESTON,SC29409     		NONE PC GENERAL SUPPORT 1,000
    COLORADO SPRINGS SCHOOL
    21 BROADMOOR AVENUE
    COLORADO SPRINGS,CO80906     		NONE PC GENERAL SUPPORT 1,000
    COUNCIL FOR ECONOMIC EDUCATION
    122 EAST 42ND STREET STE 1012
    NEW YORK,NY10168     		NONE PC GENERAL SUPPORT 2,000
    CROSSNORE SCHOOL & CHILDREN'S HOME
    200 D A R DRIVE
    NEWLAND,NC28657     		NONE PC GENERAL SUPPORT 2,000
    CULVER MILITARY ACADEMY
    1300 ACADEMY ROAD
    CULVER,IN46511     		NONE PC GENERAL SUPPORT 1,000
    DARDEN SCHOOL SPONSORS
    100 DARDEN BOULEVARD
    CHARLOTTESVILLE,VA22903     		NONE PC GENERAL SUPPORT 1,000
    DAVIDSON COLLEGE
    405 N MAIN STREET
    DAVIDSON,NC28035     		NONE PC GENERAL SUPPORT 2,000
    DUKE UNIVERSITY-THE DIVINITY SCHOOL
    407 CHAPEL DRIVE
    DURHAM,NC27708     		NONE PC GENERAL SUPPORT 1,000
    DUKE UNIVERSITY-THE FUQUA SCHOOL
    100 FUQUA DRIVE
    DURHAM,NC27708     		NONE PC GENERAL SUPPORT 2,000
    ELON UNIVERSITY
    100 CAMPUS DRIVE
    ELON,NC27244     		NONE PC GENERAL SUPPORT 1,000
    EPISCOPAL HIGH SCHOOL
    1200 N QUAKER LN
    ALEXANDRIA,VA22302     		NONE PC GENERAL SUPPORT 1,000
    THE FLETCHER SCHOOL
    8500 SARDIS ROAD
    CHARLOTTE,NC28270     		NONE PC GENERAL SUPPORT 2,000
    FURMAN UNIVERSITY
    3300 POINSETT HWY
    GREENVILLE,SC29613     		NONE PC GENERAL SUPPORT 1,000
    GARDNER-WEBB UNIVERSITY
    110 S MAIN STREET
    BOILING SPRINGS,NC28017     		NONE PC GENERAL SUPPORT 1,000
    THE GENERALS REDOUBT
    PO BOX 1097
    LEXINGTON,VA24450     		NONE PC GENERAL SUPPORT 2,500
    HARVARD BUSINESS SCHOOL FUND
    SOLDIERS FIELD
    BOSTON,MA02163     		NONE PC GENERAL SUPPORT 1,000
    HOLLINS UNIVERSITY
    7916 WILLIAMSON ROAD
    ROANOKE,VA24020     		NONE PC GENERAL SUPPORT 1,000
    INDEPENDENT COLLEGE FUND OF NC
    530 N BLOUNT STREET
    RALEIGH,NC27604     		NONE PC GENERAL SUPPORT 5,000
    JOHNSON C SMITH UNIVERSITY
    100 BEATTIES FORD ROAD
    CHARLOTTE,NC28216     		NONE PC GENERAL SUPPORT 1,000
    LEES MCRAE COLLEGE
    191 MAIN STREET W
    BANNER ELK,NC28604     		NONE PC GENERAL SUPPORT 1,000
    LENOIR RHYNE UNIVERSITY
    625 7TH AVENUE NE
    HICKORY,NC28601     		NONE PC GENERAL SUPPORT 1,000
    LENOIR RHYNE UNIVERSITY-PIEDMONT ED FDN
    625 7TH AVENUE NE
    HICKORY,NC28601     		NONE PC GENERAL SUPPORT 300
    MARS HILL UNIVERSITY
    100 ATHLETIC STREET
    MARS HILL,NC28754     		NONE PC GENERAL SUPPORT 1,000
    THE MCCALLIE SCHOOL
    500 DODDS AVENUE
    CHATTANOOGA,TN37404     		NONE PC GENERAL SUPPORT 3,000
    MEREDITH COLLEGE
    3800 HILLSBOROUGH STREET
    RALEIGH,NC27607     		NONE PC GENERAL SUPPORT 1,000
    NC CENTRAL UNIVERSITY FOUNDATION
    PO BOX 19363 WILLIAM JONES BLDG
    DURHAM,NC27707     		NONE PC GENERAL SUPPORT 1,000
    NC COUNCIL ON ECONOMIC EDUCATION
    8380 SIX FORKS ROAD STE 102
    RALEIGH,NC27615     		NONE PC GENERAL SUPPORT 2,000
    NC COUNCIL OF TEACHERS OF MATH
    PO BOX 33313
    RALEIGH,NC27636     		NONE PC GENERAL SUPPORT 500
    NC OUTWARD BOUND SCHOOL
    2582 RICEVILLE ROAD
    ASHEVILLE,NC28805     		NONE PC GENERAL SUPPORT 2,000
    NC STATE UNIV STUDENT AID ASSOC
    PO BOX 37100
    RALEIGH,NC27627     		NONE PC GENERAL SUPPORT 2,500
    PFEIFFER UNIVERSITY
    PO BOX 960
    MISENHEIMER,NC28109     		NONE PC GENERAL SUPPORT 1,000
    PROVIDENCE DAY SCHOOL
    5800 SARDIS ROAD
    CHARLOTTE,NC28270     		NONE PC GENERAL SUPPORT 1,000
    QUEENS UNIVERSITY
    1900 SELWYN AVENUE
    CHARLOTTE,NC28207     		NONE PC GENERAL SUPPORT 1,000
    ST ANDREWS UNIVERSITY
    1700 DOGWOOD MILE
    LAURINBURG,NC28352     		NONE PC GENERAL SUPPORT 1,000
    SALEM ACADEMY & COLLEGE
    601 S CHURCH STREET
    WINSTONSALEM,NC27101     		NONE PC GENERAL SUPPORT 1,000
    SC COUNCIL ON ECONOMIC EDUCATION
    1014 GREENE STREET
    COLUMBIA,SC29201     		NONE PC GENERAL SUPPORT 500
    SC INDEPENDENT COLLEGES & UNIVERSITIES
    1706 SENATE STREET
    COLUMBIA,SC29201     		NONE SO I GENERAL SUPPORT 2,000
    SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY
    120 S WINGATE STREET
    WAKE FOREST,NC27587     		NONE PC GENERAL SUPPORT 2,000
    STEPHENS COLLEGE
    1200 E BROADWAY
    COLUMBIA,MO65215     		NONE PC GENERAL SUPPORT 1,000
    UNITED NEGRO COLLEGE FUND JCSU
    1805 7TH STREET NW
    WASHINGTON,DC20001     		NONE PC GENERAL SUPPORT 2,000
    UNC-CH DENTAL SCHOOL
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,000
    UNC-CH EDUCATIONAL FOUNDATION
    PO BOX 2446
    CHAPEL HILL,NC27515     		NONE PC GENERAL SUPPORT 2,500
    UNC-CH KENAN-FLAGLER BUSINESS SCHOOL
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,000
    UNC-CH KENAN-FLAGLER BUSINESS SCHOOL FDN
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,500
    UNC-CH LINEBERGER CANCER RESEARCH CTR
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,000
    UNC-CH MEDICAL FOUNDATION OF NC
    PO BOX 309
    CHAPEL HILL,NC27514     		NONE PC GENERAL SUPPORT 1,000
    UNC CHARLOTTE ATHLETIC FOUNDATION
    9201 UNIVERSITY CITY BOULEVARD
    CHARLOTTE,NC28223     		NONE PC GENERAL SUPPORT 1,500
    UNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMIN
    9201 UNIVERSITY CITY BOULEVARD
    CHARLOTTE,NC28223     		NONE PC GENERAL SUPPORT 1,000
    UNC CHARLOTTE FOUNDATION
    9201 UNIVERSITY CITY BOULEVARD
    CHARLOTTE,NC28223     		NONE PC GENERAL SUPPORT 1,000
    UNC GREENSBORO
    1400 SPRING GARDEN STREET
    GREENSBORO,NC27412     		NONE PC GENERAL SUPPORT 1,000
    UNC SCHOOL OF THE ARTS
    1533 S MAIN STREET
    WINSTONSALEM,NC27127     		NONE PC GENERAL SUPPORT 1,000
    USBIC EDUCATIONAL FOUNDATION
    512 C STREET NE
    WASHINGTON,DC20002     		NONE PC GENERAL SUPPORT 1,000
    VANDERBILT UNIV OWEN GRADUATE SCHOOL
    401 21ST AVENUE S
    NASHVILLE,TN37203     		NONE PC GENERAL SUPPORT 1,000
    VA FOUND FOR INDEPENDENT COLLEGES
    901 E BYRD STREET STE 1625
    RICHMOND,VA23219     		NONE PC GENERAL SUPPORT 2,500
    WAKE FOREST UNIVERSITYDIVINITY SCHOOL
    PO BOX 7227
    WINSTONSALEM,NC27109     		NONE PC GENERAL SUPPORT 1,000
    THE WEBB SCHOOL
    PO BOX 488
    BELL BUCKLE,TN37020     		NONE PC GENERAL SUPPORT 1,000
    WINGATE UNIVERSITY
    211 E WILSON STREET
    WINGATE,NC28174     		NONE PC GENERAL SUPPORT 1,000
    WINTHROP UNIVERSITY
    302 TILLMAN HALL
    ROCK HILL,SC29733     		NONE PC GENERAL SUPPORT 1,000
    WOFFORD COLLEGE
    196 WOFFORD CAMPUS DRIVE
    SPARTANBURG,SC29303     		NONE PC GENERAL SUPPORT 1,000
    ALEXANDER YOUTH NETWORK
    601 E 5TH STREET 460
    CHARLOTTE,NC28220     		NONE PC GENERAL SUPPORT 1,500
    AMERICAN CANCER SOCIETY
    PO BOX 11796
    CHARLOTTE,NC28220     		NONE PC GENERAL SUPPORT 2,000
    AMERICAN ENTERPRISE INSTITUTE
    1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 1,500
    AMERICAN HEART ASSOC OF CHARMECK
    10 GLENLAKE PKWY SUITE 400
    ATLANTA,GA58528     		NONE PC GENERAL SUPPORT 500
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		NONE PC GENERAL SUPPORT 2,500
    AMERICAN SKIN ASSOC
    335 MADISON AVENUE 22ND FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 1,000
    ARTSPLUS
    601 E 5TH STREET STE 230
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 500
    ATRIUM HEALTH FDN-THE AMETHYST
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 1,000
    ATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITAL
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 2,500
    ATRIUM HEALTH FDN-MERCY HOSPITAL FUND
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 1,000
    AVERY COMMUNITY FOUNDATION
    3737 GLENWOOD AVENUE STE 460
    RALEIGH,NC27612     		NONE PC GENERAL SUPPORT 1,000
    BAPTIST CHILDREN'S HOMES OF NC
    PO BOX 338
    THOMASVILLE,NC27361     		NONE PC GENERAL SUPPORT 1,000
    BOYS AND GIRLS CLUBS OF GREATER CHARLOTTE
    4015 STUART ANDREW BOULEVARD
    CHARLOTTE,NC28217     		NONE PC GENERAL SUPPORT 1,000
    BOYS & GIRLS HOMES OF NC
    400 FLEMINGTON DRIVE
    LAKE WACCAMAW,NC28450     		NONE PC GENERAL SUPPORT 500
    CANNON SLOOP HEALTHCARE FOUNDATION
    PO BOX 2600
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 1,000
    CHARLOTTE BALLET
    701 N TRYON STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 2,000
    CHARLOTTE RESCUE MISSION
    PO BOX 33000
    CHARLOTTE,NC28233     		NONE PC GENERAL SUPPORT 1,500
    CHARLOTTE SYMPHONY ORCHESTRA
    128 S TRYON STREET STE 350
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 1,200
    CHILD CARE RESOURCES
    200-B REGENCY EXEC PARK DRIVE 240
    CHARLOTTE,NC28217     		NONE PC GENERAL SUPPORT 1,000
    CHILDREN'S HOME SOCIETY OF NC-GREENSBORO
    604 MEADOW STREET
    GREENSBORO,NC27405     		NONE PC GENERAL SUPPORT 1,200
    CHILDREN'S MIRACLE NETWORK TELETHON
    208 EAST BOULEVARD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 1,000
    CHILDREN'S THEATRE OF CHARLOTTE
    300 E 7TH STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 5,000
    CHRISTIAN RECORD SERVICES FOR THE BLIND
    PO BOX 6097
    LINCOLN,NE68506     		NONE PC GENERAL SUPPORT 2,000
    CIVIL AIR PATROL-111TH SEARCH & RESCUE
    3520 ALAMANCE ROAD
    BURLINGTON,NC27215     		NONE PC GENERAL SUPPORT 250
    CLASSICAL AMERICAN HOMES PRESERVATION TRUST
    PO BOX 150
    HILLSBOROUGH,NC27278     		NONE POF GENERAL SUPPORT 1,000
    COLONIAL WILLIAMSBURG FDN
    401 W DUKE OF GLOUCESTER STREET
    WILLIAMSBURG,VA23185     		NONE PC GENERAL SUPPORT 500
    COMMITTEE FOR ECONOMIC DEVELOPMENT
    845 THIRD AVENUE THIRD FLOOR
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 500
    THE CONSERVATION FUND
    1655 N FORT MYER DRIVE STE 1300
    ARLINGTON,VA22209     		NONE PC GENERAL SUPPORT 1,000
    CRISIS ASSISTANCE MINISTRY
    500-A SPRATT STREET
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 2,000
    DILWORTH CENTER
    2240 PARK ROAD
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 1,000
    DISCOVERY PLACE
    301 N TRYON STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 1,000
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NONE PC GENERAL SUPPORT 300
    DUKE COMPREHENSIVE CANCER CENTER
    BOX 90581
    DURHAM,NC27708     		NONE PC GENERAL SUPPORT 1,000
    ELON HOMES FOR CHILDREN
    617 N SUMMIT AVENUE
    CHARLOTTE,NC28216     		NONE PC GENERAL SUPPORT 500
    FRIENDS OF OLD SALEM
    900 OLD SALEM ROAD
    WINSTONSALEM,NC27101     		NONE PC GENERAL SUPPORT 500
    FRIENDS OF THE BLUE RIDGE PARKWAY
    PO BOX 20986
    ROANOKE,VA24018     		NONE PC GENERAL SUPPORT 1,000
    GOODFELLOWS CLUB
    PO BOX 34708
    CHARLOTTE,NC28234     		NONE PC GENERAL SUPPORT 500
    HIGH COUNTRY UNITED WAY-BOONE
    1675 BLOWING ROCK ROAD STE 400
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 1,000
    HISTORIC PRESERVATION FOUNDATION OF NC
    PO BOX 27644
    RALEIGH,NC27611     		NONE PC GENERAL SUPPORT 3,000
    HISTORIC RICEFIELDS ASSOCIATION
    PO BOX 2129
    GEORGETOWN,SC29442     		NONE PC GENERAL SUPPORT 1,000
    HISTORIC ROSEDALE
    3427 N TRYON STREET
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 1,000
    HORNETS' NEST GIRL SCOUT COUNCIL
    7007 IDLEWILD ROAD
    CHARLOTTE,NC28212     		NONE PC GENERAL SUPPORT 1,000
    HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
    7845 LITTLE AVENUE
    CHARLOTTE,NC28226     		NONE PC GENERAL SUPPORT 1,000
    HOSPITALITY HOUSE OF CHARLOTTE
    1400 SCOTT AVENUE
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 3,000
    INFAITH
    145 JOHN ROBERT THOMAS DRIVE
    EXTON,PA19341     		NONE PC GENERAL SUPPORT 1,000
    JUNIOR ACHIEVEMENT OF CHARLOTTE
    1701 N GRAHAM STREET STE 100
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 3,000
    JUVENILE DIABETES FOUNDATION INT'L
    205 REGENCY EXEC PARK DRIVE 102
    CHARLOTTE,NC28217     		NONE PC GENERAL SUPPORT 1,000
    KINDERMOURN
    1320 HARDING PLACE
    CHARLOTTE,NC28204     		NONE PC GENERAL SUPPORT 1,000
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540     		NONE PC GENERAL SUPPORT 1,000
    LEVINE MUSEUM OF THE NEW SOUTH
    200 E SEVENTH STREET
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 1,000
    LINVILLE FOUNDATION
    PO BOX 99
    LINVILLE,NC28646     		NONE PC GENERAL SUPPORT 5,000
    MAKE-A-WISH FOUNDATION
    217 E TREMONT AVENUE
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 1,000
    MARCH OF DIMES-GREATER PIEDMONT CHAPTER
    PO BOX 673667
    MARIETTA,GA30006     		NONE PC GENERAL SUPPORT 200
    MCGILL ROSE GARDEN
    940 N DAVIDSON STREET
    CHARLOTTE,NC28206     		NONE PC GENERAL SUPPORT 500
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PC GENERAL SUPPORT 2,000
    MINT MUSEUM
    2730 RANDOLPH ROAD
    CHARLOTTE,NC28207     		NONE PC GENERAL SUPPORT 2,000
    MOORE REGIONAL HOSPITAL FOUNDATION
    150 APPLECROSS ROAD
    PINEHURST,NC28374     		NONE PC GENERAL SUPPORT 500
    MUSCULAR DYSTROPHY ASSOC OF AMERICA
    PO BOX 7410354
    CHICAGO,IL60674     		NONE PC GENERAL SUPPORT 500
    NATIONAL KIDNEY FDN OF NCMECK CHAPTER
    30 E 33RD STREET
    NEW YORK,NY10016     		NONE PC GENERAL SUPPORT 1,000
    NATIONAL 4-H COUNCIL
    7100 CONNECTICUT AVENUE
    CHEVY CHASE,MD20815     		NONE PC GENERAL SUPPORT 1,000
    NAT'L MULTIPLE SCLEROSIS SOCIETY MID-ATLANTIC CHAPTER
    PO BOX 4594
    NEW YORK,NY10163     		NONE PC GENERAL SUPPORT 500
    NAT'L RIGHT TO WORK LEGAL DEFENSE FDN
    8001 BRADDOCK ROAD
    SPRINGFIELD,VA22160     		NONE PC GENERAL SUPPORT 1,000
    NAT'L TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVENUE NW STE 1100
    WASHINGTON,DC20037     		NONE PC GENERAL SUPPORT 1,000
    THE NATURE CONSERVANCY-NC CHAPTER
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203     		NONE PC GENERAL SUPPORT 1,000
    NC CENTER FOR PUBLIC POLICY RESEARCH
    PO BOX 430
    RALEIGH,NC27602     		NONE PC GENERAL SUPPORT 500
    NC CHAPTER ARTHRITIS FOUNDATION
    1355 PEACHTREE STREET STE 600
    ATLANTA,GA30309     		NONE PC GENERAL SUPPORT 100
    NC LITERARY & HISTORICAL ASSOC
    4610 MAIL SERVICE CENTER
    RALEIGH,NC27699     		NONE PC GENERAL SUPPORT 100
    NC MUSEUM OF ART
    2110 BLUE RIDGE ROAD
    RALEIGH,NC27607     		NONE PC GENERAL SUPPORT 1,000
    NC MUSEUM OF HISTORY ASSOCIATES
    5 EAST EDENTON STREET
    RALEIGH,NC27611     		NONE SO III FI GENERAL SUPPORT 500
    NC SYMPHONY
    3700 GLENWOOD AVENUE STE 130
    RALEIGH,NC27612     		NONE PC GENERAL SUPPORT 1,000
    NC WILDLIFE HABITAT FOUNDATION
    PO BOX 29187
    GREENSBORO,NC27429     		NONE PC GENERAL SUPPORT 1,000
    NOVANT HEALTH FOUNDATION
    PO BOX 33549
    CHARLOTTE,NC28233     		NONE PC GENERAL SUPPORT 1,000
    NRA FOUNDATION ENDOWMENT
    11250 WAPLES MILL ROAD
    FAIRFAX,VA22030     		NONE PC GENERAL SUPPORT 1,000
    OPERA CAROLINA
    1600 ELIZABETH AVENUE
    CHARLOTTE,NC28204     		NONE PC GENERAL SUPPORT 1,000
    PREVENT BLINDNESS NORTH CAROLINA
    4011 WESTCHASE BOULEVARD STE 225
    RALEIGH,NC27607     		NONE PC GENERAL SUPPORT 500
    REYNOLDA HOUSE MUSEUM OF AMERICAN ART
    2250 REYNOLDA ROAD
    WINSTONSALEM,NC27106     		NONE PC GENERAL SUPPORT 1,000
    SALVATION ARMY CHRISTMAS FUND
    4015 STUART ANDREW BOULEVARD
    CHARLOTTE,NC28217     		NONE PC GENERAL SUPPORT 200
    THE SHEPHERD'S CENTER OF CHARLOTTE
    3115 PROVIDENCE ROAD
    CHARLOTTE,NC28211     		NONE PC GENERAL SUPPORT 1,500
    SHRINERS HOSPITAL FOR CHILDREN
    950 WEST FARIS ROAD
    GREENVILLE,SC29605     		NONE PC GENERAL SUPPORT 2,500
    SOUTHEASTERN LEGAL FOUNDATION
    560 W CROSSVILLE ROAD STE 104
    ROSWELL,GA30075     		NONE PC GENERAL SUPPORT 1,500
    SOUTHMINSTER COMMUNITY FUND
    8919 PARK ROAD
    CHARLOTTE,NC28210     		NONE PC GENERAL SUPPORT 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 STREET JUDE PLACE
    MEMPHIS,TN38105     		NONE PC GENERAL SUPPORT 2,500
    TAX FOUNDATION INC
    1325 G STREET NW SUITE 950
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 500
    TROUT UNLIMITED-ROCKY RIVER CHAPTER
    P O BOX 456
    MATTHEWS,NC28105     		NONE PC GENERAL SUPPORT 1,000
    UNION COUNTY CRISIS ASSISTANCE MINISTRY
    1335 W ROOSEVELT BOULEVARD
    MONROE,NC28110     		NONE PC GENERAL SUPPORT 500
    UNC PUBLIC TV-READING RAINBOW BOOK CLUB
    10 TW ALEXANDER DRIVE
    RESEARCH TRIANGLE,NC27709     		NONE PC GENERAL SUPPORT 3,000
    WING HAVEN FOUNDATION
    260 RIDGEWOOD AVENUE
    CHARLOTTE,NC28209     		NONE PC GENERAL SUPPORT 1,000
    YMCA-CATAWBA COUNTY
    701 1ST STREET NW
    HICKORY,NC28601     		NONE PC GENERAL SUPPORT 2,000
    ANNE SPRINGS CLOSE GREENWAY
    PO BOX 1209
    FORT MILL,SC29716     		NONE PC GENERAL SUPPORT 1,000
    THE MSA COALITION
    7918 JONES BRANCH DRIVE STE 300
    MCLEAN,VA22102     		NONE PC GENERAL SUPPORT 1,000
    UNC EDUCATIONAL FOUNDATION
    PO BOX 2446
    CHAPEL HILL,NC27515     		NONE PC GENERAL SUPPORT 500
    DUKE UNIVERSITY-DIVINITY
    407 CHAPEL DRIVE
    DURHAM,NC27708     		NONE PC GENERAL SUPPORT 4,500
    NC STATE UNIVERSITY
    CAMPUS BOX 8301
    RALEIGH,NC27695     		NONE PC GENERAL SUPPORT 20,000
    Total .................................bullet 3a 4,079,093
    bApproved for future payment
    ALLEGRO FOUNDATION
    3121 PROVIDENCE ROAD
    CHARLOTTE,NC28211     		NONE PC GENERAL SUPPORT 30,000
    APPALACHIAN REGIONAL HEALTHCARE FOUNDATION
    336 DEERFIELD ROAD
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 250,000
    BAPTIST CHILDREN'S HOMES OF NC
    PO BOX 338
    THOMASVILLE,NC27361     		NONE PC GENERAL SUPPORT 50,000
    BROOKSTONE SCHOOLS
    PO BOX 30696
    CHARLOTTE,NC28230     		NONE PC GENERAL SUPPORT 75,000
    CAMP SEA GULL CAMP SEAFARER
    2744 SEAFARER ROAD
    ARAPAHOE,NC28510     		NONE PC GENERAL SUPPORT 50,000
    CHARLOTTE SYMPHONY
    128 S TRYON STREET STE 350
    CHARLOTTE,NC28202     		NONE PC GENERAL SUPPORT 50,000
    EPILEPSY ALLIANCE NC
    1920 W FIRST STREET STE 5541-A
    WINSTONSALEM,NC27104     		NONE PC GENERAL SUPPORT 3,500
    FOUNDATION FOR THE CAROLINAS - CAROLINA THREAD TRAIL
    4530 PARK ROAD 420
    CHARLOTTE,NC28209     		NONE PC GENERAL SUPPORT 225,000
    HABITAT FOR HUMANITY CHARLOTTE
    PO BOX 220287
    CHARLOTTE,NC28222     		NONE PC GENERAL SUPPORT 10,000
    HEART MATH TUTORING
    1100 SOUTH MINT STREET STE 107
    CHARLOTTE,NC28203     		NONE PC GENERAL SUPPORT 25,000
    HOPEWAY FOUNDATION
    1717 SHARON ROAD WEST
    CHARLOTTE,NC28210     		NONE PC GENERAL SUPPORT 50,000
    NORTH CAROLINA COASTAL FEDERATION INC
    3609 HWY 24 OCEAN
    NEWPORT,NC28570     		NONE PC GENERAL SUPPORT 100,000
    PFEIFFER UNIVERSITY
    PO BOX 960
    MISENHEIMER,NC28109     		NONE PC GENERAL SUPPORT 200,000
    PRESBYTERIAN MEDICAL CENTER FOUNDATION
    PO BOX 33549
    CHARLOTTE,NC28233     		NONE PC GENERAL SUPPORT 1,800,000
    ST ANDREWS UNIVERSITY
    1700 DOGWOOD MILE
    LAURINBURG,NC28352     		NONE PC GENERAL SUPPORT 25,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 25,000
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306     		NONE PC GENERAL SUPPORT 10,000
    WING HAVEN FOUNDATION
    260 RIDGEWOOD AVENUE
    CHARLOTTE,NC28209     		NONE PC GENERAL SUPPORT 240,000
    YMCA OF CATAWBA VALLEY
    701 1ST STREET NW
    HICKORY,NC28601     		NONE PC GENERAL SUPPORT 25,000
    Total .................................bullet 3b 3,243,500
    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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property...... 901101        
    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 ............     		901101 50,351 18 3,673,123  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME     		901101 18,144 14 759,281  
    bOTHER INCOME FROM K-1S, NET OF UBI     14 500,404  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 68,530 6,027,915 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,096,445
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 24,963 12,482 0 12,481

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Category Amount
    NONE 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    CLASSICAL AMERICAN HOMES PRESERVATION TRUST
          		PO BOX 150
    HILLSBORO,NC27278     		2021-12-08 1,000 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. 1,000 NONE 12/28/21    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,041,015 2,067,085

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 34,390,842 56,195,689

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    US Government Securities - End of Year Book Value:

    1,638,986
    US Government Securities - End of Year Fair Market Value:

    1,642,049
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2021 OtherDecreasesSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Description Amount
    YEAR END TIMING DIFFERENCES 221


    TY 2021 OtherExpensesSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2021 OtherIncomeSchedule2
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 777,425   0
    OTHER INCOME FROM K-1S, NET OF UBI 500,404 8,355 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2021 TaxesSchedule
    Name:
    THE DICKSON FOUNDATION INC
    EIN:
    56-6022339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE & INCOME TAX 94,037 0 0 0
    FOREIGN TAXES PER K-1S&1099S 0 22,060 0 0