Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$81,684,725J 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 right arrow.............
3 Interest on savings and temporary cash investments   150,690  
4 Dividends and interest from securities... 1,216,669 1,417,971  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,132,256
b Gross sales price for all assets on line 6a 19,327,994
7 Capital gain net income (from Part IV, line 2)... 756,653
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
List of Attached Documents:
// Content
1,238,475 27,469 0
12 Total. Add lines 1 through 11........ 3,587,400 2,352,783 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)......... Click to see attachment
List of Attached Documents:
// Content
5,217 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,175 28,088 0 28,088
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
585,442 334,966 0 250,476
17 Interest...............   1,361    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,000 21,911 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 68,222 6,822 0 61,400
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,656 174,532 0 20,390
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 757,712 567,680 0 360,354
25 Contributions, gifts, grants paid....... 3,416,530 3,416,530
26 Total expenses and disbursements. Add lines 24 and 25 4,174,242 567,680 0 3,776,884
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -586,842
b Net investment income (if negative, enter -0-) 1,785,103
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 16,789 813 813
2 Savings and temporary cash investments......... 2,521,997 1,846,384 1,846,384
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 24,558,677 Click to see attachment
List of Attached Documents:
// Content
27,200,433 		39,068,494
c Investments—corporate bonds (attach schedule)....... 10,342,728 Click to see attachment
List of Attached Documents:
// Content
10,334,447 		10,487,560
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,820,422 Click to see attachment
List of Attached Documents:
// Content
22,291,694 		30,243,138
14 Land, buildings, and equipment: basis right arrow38,336
Less: accumulated depreciation (attach schedule) right arrow   38,336 38,336 38,336
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 62,298,949 61,712,107 81,684,725
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 62,298,949 61,712,107
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)..... 62,298,949 61,712,107
30 Total liabilities and net assets/fund balances (see instructions). 62,298,949 61,712,107
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
62,298,949
2
Enter amount from Part I, line 27a .....................
2
-586,842
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
61,712,107
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,712,107
Form 990-PF (2023)
Form 990-PF (2023)
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 ST LOSS FROM FLOWTHROUGH ENTITIES P    
b LT LOSS FROM FLOWTHROUGH ENTITIES P    
c ST PUBLICLY TRADED SECURITIES P    
d LT PUBLICLY TRADED SECURITIES P    
e CAPITAL GAIN DISTRIBUTIONS 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     207,692 -207,692
b 1,044   159,502 -158,458
c 10,094,758   10,225,841 -131,083
d 9,232,192   7,990,328 1,241,864
e       12,022
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       -207,692
b       -158,458
c       -131,083
d       1,241,864
e       12,022
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 2 756,653
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 12,022
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 right arrow 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) 1 24,813
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 24,813
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 24,813
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 44,861
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 54,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,861
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 74,048
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow74,048 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE DICKSON FOUNDATION Telephone no.right arrow (704) 372-5404

Located atright arrow200 SOUTH COLLEGE ST STE 1800CHARLOTTENC ZIP+4right arrow28202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 265,639
200 SOUTH COLLEGE STREET SUITE 1800
CHARLOTTE,NC28202
BROWN BROTHERS HARRIMAN INVESTMENT MGT 116,121
227 WEST TRADE ST SUITE 2100
CHARLOTTE,NC28202
US TRUST COMPANY INVESTMENT MGT 114,006
525 NORTH TRYON STREET STE 1900
CHARLOTTE,NC28202
MORGAN STANLEY INVESTMENT MGT 89,676
700 SPRING FOREST ROAD STE 200
RALEIGH,NC27609
GRANT THORNTON ADVISORS LLC ACCOUNTING SERVICES 56,175
1415 VANTAGE PARK DRIVE SUITE 500
CHARLOTTE,NC28203
Total number of others receiving over $50,000 for professional services.............right arrow0
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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
75,535,468
b
Average of monthly cash balances.......................
1b
3,166,487
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
78,701,955
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
78,701,955
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,180,529
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,521,426
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,876,071
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
3,876,071
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
24,813
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,851,258
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,851,258
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
3,851,258
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
3,776,884
b
Program-related investments—total from Part VIII-B..................
1b
0
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
3,776,884
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,851,258
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,445
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,776,884
a Applied to 2022, but not more than line 2a 1,445
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 2023 distributable amount..... 3,775,439
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		75,819
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ALEXANDER YOUTH NETWORK

601 E 5TH ST 460
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 1,500

ALL SAINTS MISSION

PO BOX 117
LINVILLE,NC28646 		NONE PC GENERAL SUPPORT 1,000

ALLEGRO FOUNDATION

419 ARDMORE RD
CHARLOTTE,NC28209 		NONE PC GENERAL SUPPORT 10,000

ALLIANCE FOR CHRISTIAN MEDIA

2715 PEACHTREE RD NE
ATLANTA,GA30305 		NONE PC GENERAL SUPPORT 1,200

ALZHEIMER'S ASSOCIATION NC CHAPTER

4600 PARK RD STE 250
CHARLOTTE,NC28209 		NONE PC GENERAL SUPPORT 2,500

AMERICAN CANCER SOCIETY

PO BOX 11796
CHARLOTTE,NC28220 		NONE PC GENERAL SUPPORT 1,000

AMERICAN ENTERPRISE INSTITUTE

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT 1,500

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		NONE PC GENERAL SUPPORT 2,500

AMERICAN SKIN ASSOC

335 MADISON AVE 22ND FLOOR
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 1,000

APPALACHIAN REGIONAL HEALTHCARE FOUNDATION

PO BOX 2600
BOONE,NC28607 		NONE PC GENERAL SUPPORT 100,000

ARTS FOR LIFE

7 BEAVERDAM RD SUITE 207
ASHEVILLE,NC28804 		NONE PC GENERAL SUPPORT 5,000

ATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITAL

208 EAST BLVD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 2,500

ATRIUM HEALTH FDN-MERCY HOSPITAL FUND

208 EAST BLVD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 1,000

ATRIUM HEALTH FDN-THE AMETHYST

208 EAST BLVD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 1,000

ATRIUM HEALTH FOUNDATION

208 EAST BOULEVARD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 1,000

AVERY COMMUNITY FOUNDATION

3737 GLENWOOD AVE 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

BASEBALL FOR LIFE

4304 OLD SAYBROOK CT
CHARLOTTE,NC28211 		NONE PC GENERAL SUPPORT 6,500

BELMONT ABBEY COLLEGE-BRADLEY INSTITUTE

100 BELMONT-MT HOLLY RD
BELMONT,NC28012 		NONE PC GENERAL SUPPORT 1,000

BOYS AND GIRLS CLUBS OF GREATER CHARLOTTE

4015 STUART ANDREW BLVD
CHARLOTTE,NC28217 		NONE PC GENERAL SUPPORT 1,000

BROOKSTONE SCHOOLS

PO BOX 30696
CHARLOTTE,NC28230 		NONE PC GENERAL SUPPORT 25,000

CAMPBELL UNIVERSITY

143 MAIN ST
BUIES CREEK,NC27506 		NONE PC GENERAL SUPPORT 1,000

CANNON SLOOP HEALTHCARE FOUNDATION

PO BOX 2600
BOONE,NC28607 		NONE PC GENERAL SUPPORT 1,000

CATAWBA COLLEGE

2300 W INNES ST
SALISBURY,NC28144 		NONE PC GENERAL SUPPORT 1,000

CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION

PO BOX 35009
CHARLOTTE,NC28235 		NONE PC GENERAL SUPPORT 103,000

CHARLESTON DAY SCHOOL

15 ARCHDALE ST
CHARLESTON,SC29401 		NONE PC GENERAL SUPPORT 1,000

CHARLOTTE BALLET

701 N TRYON ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 2,000

CHARLOTTE COUNTRY DAY SCHOOL

1440 CARMEL RD
CHARLOTTE,NC28226 		NONE PC GENERAL SUPPORT 52,000

CHARLOTTE LATIN

9502 PROVIDENCE RD
CHARLOTTE,NC28277 		NONE PC GENERAL SUPPORT 50,000

CHARLOTTE MECKLENBURG LIBRARY FOUNDATION

300 E 7TH ST
CHARLOTTE,NC28202 		NONE SO I GENERAL SUPPORT 100,000

CHARLOTTE NEUROSCIENCE FOUNDATION

411 BILLINGSLEY RD STE 103
CHARLOTTE,NC28211 		NONE PC GENERAL SUPPORT 50,000

CHARLOTTE RESCUE MISSION

PO BOX 33000
CHARLOTTE,NC28233 		NONE PC GENERAL SUPPORT 51,500

CHARLOTTE SYMPHONY

128 S TRYON ST STE 350
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 26,200

CHILD CARE RESOURCES

200-B REGENCY EXEC PARK DR 240
CHARLOTTE,NC28217 		NONE PC GENERAL SUPPORT 1,000

CHILDREN'S HOME SOCIETY OF NC-GREENSBORO

604 MEADOW ST
GREENSBORO,NC27405 		NONE PC GENERAL SUPPORT 1,200

CHILDREN'S MIRACLE NETWORK TELETHON

208 EAST BLVD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 1,000

CHILDREN'S THEATRE OF CHARLOTTE

300 E 7TH ST
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

COALITION FOR LIBERTY

2520 WHITEHALL PARK DR STE 100
CHARLOTTE,NC28273 		NONE PC GENERAL SUPPORT 625,000

COLORADO SPRINGS SCHOOL

21 BROADMOOR AVE
COLORADO SPRINGS,CO80906 		NONE PC GENERAL SUPPORT 1,000

COUNCIL FOR ECONOMIC EDUCATION

122 EAST 42ND ST STE 1012
NEW YORK,NY10168 		NONE PC GENERAL SUPPORT 2,000

CRISIS ASSISTANCE MINISTRY

500-A SPRATT ST
CHARLOTTE,NC28206 		NONE PC GENERAL SUPPORT 2,000

CRITTENTON

PO BOX 36392
CHARLOTTE,NC28236 		NONE PC GENERAL SUPPORT 50,000

CROSSNORE COMMUNITIES FOR CHILDREN

PO BOX 249
CROSSNORE,NC28616 		NONE PC GENERAL SUPPORT 102,000

CULVER MILITARY ACADEMY

1300 ACADEMY RD
CULVER,IN46511 		NONE PC GENERAL SUPPORT 1,000

DARDEN SCHOOL FOUNDATION

100 DARDEN BLVD
CHARLOTTESVILLE,VA22903 		NONE PC GENERAL SUPPORT 1,000

DAVIDSON COLLEGE

PO BOX 7170
DAVIDSON,NC28035 		NONE PC GENERAL SUPPORT 182,000

DERECK WHITTENBURG FOUNDATION

8311-105443 BRIER CREEK PKWY
RALEIGH,NC27617 		NONE PC GENERAL SUPPORT 25,000

DILWORTH CENTER

2240 PARK RD
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 101,000

DISCOVERY PLACE

301 N TRYON ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 1,000

DOROTHEA DIX PARK CONSERVANCY

PO BOX 28575
RALEIGH,NC27611 		NONE PC GENERAL SUPPORT 50,000

DUCKS UNLIMITED

1010 BANKTON CIRCLE STE 200
HANAHAN,SC29410 		NONE PC GENERAL SUPPORT 10,000

DUKE COMPREHENSIVE CANCER CENTER

BOX 90581
DURHAM,NC27708 		NONE PC GENERAL SUPPORT 1,000

DUKE UNIVERSITY-DIVINITY

407 CHAPEL DR
DURHAM,NC27708 		NONE PC GENERAL SUPPORT 4,500

DUKE UNIVERSITY-THE DIVINITY SCHOOL

407 CHAPEL DR
DURHAM,NC27708 		NONE PC GENERAL SUPPORT 1,000

DUKE UNIVERSITY-THE FUQUA SCHOOL

100 FUQUA DR
DURHAM,NC27708 		NONE PC GENERAL SUPPORT 2,000

ELON UNIVERSITY

100 CAMPUS DR
ELON,NC27244 		NONE PC GENERAL SUPPORT 1,000

EPILEPSY ALLIANCE NC

1920 W FIRST ST STE 5541-A
WINSTONSALEM,NC27104 		NONE PC GENERAL SUPPORT 3,500

FFTC - CAROLINA THREAD TRAIL

2400 PARK RD STE 1
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 25,000

FIRST PRESBYTERIAN CHURCH

200 W TRADE ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 1,000

FRIENDS OF THE BLUE RIDGE PARKWAY

PO BOX 20986
ROANOKE,VA24018 		NONE PC GENERAL SUPPORT 1,000

FURMAN UNIVERSITY

3300 POINSETT HWY
GREENVILLE,SC29613 		NONE PC GENERAL SUPPORT 1,000

GARDNER-WEBB UNIVERSITY

110 S MAIN ST
BOILING SPRINGS,NC28017 		NONE PC GENERAL SUPPORT 1,000

GOOD FRIENDS CHARLOTTE

1307 W MOREHEAD ST STE 207
CHARLOTTE,NC28208 		NONE PC GENERAL SUPPORT 3,000

GOODFELLOWS CLUB

PO BOX 34708
CHARLOTTE,NC28234 		NONE PC GENERAL SUPPORT 2,500

HABITAT FOR HUMANITY CHARLOTTE

3815 LATROBE DR
CHARLOTTE,NC28211 		NONE PC GENERAL SUPPORT 15,000

HEART MATH TUTORING

PO BOX 30623
CHARLOTTE,NC28230 		NONE PC GENERAL SUPPORT 25,000

HIGH COUNTRY UNITED WAY-BOONE

1675 BLOWING ROCK RD 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 ROSEDALE

PO BOX 790004
CHARLOTTE,NC28206 		NONE PC GENERAL SUPPORT 21,000

HOLLINS UNIVERSITY

7916 WILLIAMSON RD
ROANOKE,VA24020 		NONE PC GENERAL SUPPORT 1,000

HOPEWAY FOUNDATION

1717 SHARON RD WEST
CHARLOTTE,NC28210 		NONE PC GENERAL SUPPORT 50,000

HORNETS' NEST GIRL SCOUT COUNCIL

7007 IDLEWILD RD
CHARLOTTE,NC28212 		NONE PC GENERAL SUPPORT 1,000

HOSPICE & PALLIATIVE CARE CHARLOTTE REGION

7845 LITTLE AVE
CHARLOTTE,NC28226 		NONE PC GENERAL SUPPORT 126,000

HOSPITALITY HOUSE OF CHARLOTTE

1400 SCOTT AVE
CHARLOTTE,NC28203 		NONE PC GENERAL SUPPORT 3,000

INDEPENDENT COLLEGE FUND OF NC

530 N BLOUNT ST
RALEIGH,NC27604 		NONE PC GENERAL SUPPORT 5,000

INFAITH

145 JOHN ROBERT THOMAS DR
EXTON,PA19341 		NONE PC GENERAL SUPPORT 1,000

JOHNSON C SMITH UNIVERSITY

100 BEATTIES FORD RD
CHARLOTTE,NC28216 		NONE PC GENERAL SUPPORT 1,000

JUNIOR ACHIEVEMENT OF CHARLOTTE

1701 N GRAHAM ST STE 100
CHARLOTTE,NC28206 		NONE PC GENERAL SUPPORT 3,000

JUVENILE DIABETES FOUNDATION INT'L

205 REGENCY EXEC PARK DR 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 RD
PRINCETON,NJ08540 		NONE PC GENERAL SUPPORT 1,000

LEES MCRAE COLLEGE

191 MAIN ST W
BANNER ELK,NC28604 		NONE PC GENERAL SUPPORT 1,000

LENOIR RHYNE UNIVERSITY

625 7TH AVE NE LRU 7467
HICKORY,NC28601 		NONE PC GENERAL SUPPORT 1,000

LEVINE MUSEUM OF THE NEW SOUTH

PO BOX 30125
CHARLOTTE,NC28230 		NONE PC GENERAL SUPPORT 1,000

LINVILLE FOUNDATION

PO BOX 99
LINVILLE,NC28646 		NONE PC GENERAL SUPPORT 5,000

MAKE-A-WISH CENTRAL & WESTERN NC

6324 FAIRVIEW RD STE 500
CHARLOTTE,NC28210 		NONE PC GENERAL SUPPORT 16,000

MARS HILL UNIVERSITY

100 ATHLETIC ST
MARS HILL,NC28754 		NONE PC GENERAL SUPPORT 1,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		NONE PC GENERAL SUPPORT 2,000

MEREDITH COLLEGE

3800 HILLSBOROUGH ST
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 1,000

METHODIST UNIVERSITY

5400 RAMSEY ST
FAYETTEVILLE,NC28311 		NONE PC GENERAL SUPPORT 10,000

MINT MUSEUM

2730 RANDOLPH RD
CHARLOTTE,NC28207 		NONE PC GENERAL SUPPORT 2,000

MYERS PARK BAPTIST CHURCH

1900 QUEENS RD
CHARLOTTE,NC28207 		NONE PC GENERAL SUPPORT 1,000

NATIONAL 4-H COUNCIL

7100 CONNECTICUT AVE
CHEVY CHASE,MD20815 		NONE PC GENERAL SUPPORT 1,000

NATIONAL KIDNEY FDN OF NCMECK CHAPTER

7413 SIX FORKS RD 255
RALEIGH,NC27615 		NONE PC GENERAL SUPPORT 1,000

NAT'L RIGHT TO WORK LEGAL DEFENSE FDN

8001 BRADDOCK RD
SPRINGFIELD,VA22160 		NONE PC GENERAL SUPPORT 1,000

NAT'L TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW STE 500
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 1,000

NC A&T UNIVERSITY FOUNDATION

200 N BENBOW RD
GREENSBORO,NC27411 		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 COASTAL FEDERATION

3609 HIGHWAY 24
NEWPORT,NC28570 		NONE PC GENERAL SUPPORT 20,000

NC COUNCIL ON ECONOMIC EDUCATION

8380 SIX FORKS RD STE 102
RALEIGH,NC27615 		NONE PC GENERAL SUPPORT 2,000

NC MUSEUM OF ART

2110 BLUE RIDGE RD
RALEIGH,NC27607 		NONE PC GENERAL SUPPORT 1,000

NC OUTWARD BOUND SCHOOL

2582 RICEVILLE RD
ASHEVILLE,NC28805 		NONE PC GENERAL SUPPORT 2,000

NC STATE UNIVERSITY

CAMPUS BOX 7603
RALEIGH,NC27695 		NONE PC GENERAL SUPPORT 102,500

NC STATE UNIVERSITY

CAMPUS BOX 8301
RALEIGH,NC27695 		NONE PC GENERAL SUPPORT 20,000

NC SYMPHONY

3700 GLENWOOD AVE 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

NC ZOO SOCIETY

4403 ZOO PARKWAY
ASHEBORO,NC27205 		NONE PC GENERAL SUPPORT 50,000

NOVANT HEALTH PRESBYTERIAN MEDICAL CTR FOUNDATION

PO BOX 33549
CHARLOTTE,NC28233 		NONE PC GENERAL SUPPORT 301,000

NRA FOUNDATION ENDOWMENT

11250 WAPLES MILL RD
FAIRFAX,VA22030 		NONE PC GENERAL SUPPORT 1,000

OPERA CAROLINA

1600 ELIZABETH AVE
CHARLOTTE,NC28204 		NONE PC GENERAL SUPPORT 1,000

PARDEE HOSPITAL FOUNDATION

561 FLEMING ST
HENDERSONVILLE,NC28739 		NONE PC GENERAL SUPPORT 10,000

PFEIFFER UNIVERSITY

PO BOX 960
MISENHEIMER,NC28109 		NONE PC GENERAL SUPPORT 101,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE ST STE 2080
ATLANTA,GA30303 		NONE PC GENERAL SUPPORT 9,930

PROVIDENCE DAY SCHOOL

5800 SARDIS RD
CHARLOTTE,NC28270 		NONE PC GENERAL SUPPORT 1,000

QUEENS UNIVERSITY

1900 SELWYN AVE
CHARLOTTE,NC28207 		NONE PC GENERAL SUPPORT 1,000

REYNOLDA HOUSE MUSEUM OF AMERICAN ART

2250 REYNOLDA RD
WINSTONSALEM,NC27106 		NONE PC GENERAL SUPPORT 1,000

SALEM ACADEMY & COLLEGE

601 S CHURCH ST
WINSTONSALEM,NC27101 		NONE PC GENERAL SUPPORT 1,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		NONE PC GENERAL SUPPORT 25,000

SC INDEPENDENT COLLEGES & UNIVERSITIES

1706 SENATE ST
COLUMBIA,SC29201 		NONE SO I GENERAL SUPPORT 2,000

SHRINERS HOSPITAL FOR CHILDREN

950 WEST FARIS RD
GREENVILLE,SC29605 		NONE PC GENERAL SUPPORT 2,500

SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY

120 S WINGATE ST
WAKE FOREST,NC27587 		NONE PC GENERAL SUPPORT 2,000

SOUTHEASTERN LEGAL FOUNDATION

560 W CROSSVILLE RD STE 104
ROSWELL,GA30075 		NONE PC GENERAL SUPPORT 1,500

SOUTHMINSTER

8919 PARK RD
CHARLOTTE,NC28210 		NONE PC GENERAL SUPPORT 55,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL SUPPORT 2,500

ST ANDREWS UNIVERSITY

1700 DOGWOOD MILE
LAURINBURG,NC28352 		NONE PC GENERAL SUPPORT 1,000

ST PHILIP'S EPISCOPAL CHURCH

142 CHURCH ST
CHARLESTON,SC29401 		NONE PC GENERAL SUPPORT 1,000

STEPHENS COLLEGE

1200 E BROADWAY
COLUMBIA,MO65215 		NONE PC GENERAL SUPPORT 1,000

SULLENBERGER AVIATION MUSEUM

1026 JAY ST
CHARLOTTE,NC28208 		NONE PC GENERAL SUPPORT 125,000

THE CITADEL FOUNDATION

171 MOULTRIE ST
CHARLESTON,SC29409 		NONE PC GENERAL SUPPORT 1,000

THE CONSERVATION FUND

1655 N FORT MYER DR STE 1300
ARLINGTON,VA22209 		NONE PC GENERAL SUPPORT 1,000

THE FLETCHER SCHOOL

8500 SARDIS RD
CHARLOTTE,NC28270 		NONE PC GENERAL SUPPORT 2,000

THE GENERALS REDOUBT

PO BOX 1097
LEXINGTON,VA24450 		NONE PC GENERAL SUPPORT 27,500

THE JESSE HELMS CENTER

PO BOX 247 3910 US HWY 74 EAST
WINGATE,NC28174 		NONE PC GENERAL SUPPORT 10,000

THE MCCALLIE SCHOOL

500 DODDS AVE
CHATTANOOGA,TN37404 		NONE PC GENERAL SUPPORT 3,000

THE NATURE CONSERVANCY-NC CHAPTER

4245 N FAIRFAX DR STE 100
ARLINGTON,VA22203 		NONE PC GENERAL SUPPORT 1,000

THE SHEPHERD'S CENTER OF CHARLOTTE

300 HAWTHORNE LANE
CHARLOTTE,NC28204 		NONE PC GENERAL SUPPORT 1,500

THE UMBRELLA CENTER

PO BOX 12342
CHARLOTTE,NC28220 		NONE SO I GENERAL SUPPORT 40,000

THE WEBB SCHOOL

PO BOX 488
BELL BUCKLE,TN37020 		NONE PC GENERAL SUPPORT 1,000

TRINITY EPISCOPAL SCHOOL

750 E 9TH ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 50,000

TROUT UNLIMITED-ROCKY RIVER CHAPTER

PO BOX 456
MATTHEWS,NC28105 		NONE PC GENERAL SUPPORT 1,000

TURNING POINT USA

4940 EAST BEVERLY RD
PHOENIX,AZ85044 		NONE PC GENERAL SUPPORT 50,000

UNC CHARLOTTE ATHLETIC FOUNDATION

9201 UNIVERSITY CITY BLVD
CHARLOTTE,NC28223 		NONE PC GENERAL SUPPORT 1,500

UNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMIN

9201 UNIVERSITY CITY BLVD
CHARLOTTE,NC28223 		NONE PC GENERAL SUPPORT 1,000

UNC CHARLOTTE FOUNDATION

9201 UNIVERSITY CITY BLVD
CHARLOTTE,NC28223 		NONE PC GENERAL SUPPORT 1,000

UNC GREENSBORO

1400 SPRING GARDEN ST
GREENSBORO,NC27412 		NONE PC GENERAL SUPPORT 1,000

UNC HEALTH FOUNDATION

123 W FRANKLIN ST STE 510
CHAPEL HILL,NC27516 		NONE PC GENERAL SUPPORT 26,000

UNC PUBLIC TV-READING RAINBOW BOOK CLUB

10 TW ALEXANDER DR
RESEARCH TRIANGLE,NC27709 		NONE PC GENERAL SUPPORT 3,000

UNC SCHOOL OF THE ARTS

1533 S MAIN ST
WINSTONSALEM,NC27127 		NONE PC GENERAL SUPPORT 1,000

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 FDN

PO BOX 309
CHAPEL HILL,NC27514 		NONE PC GENERAL SUPPORT 1,500

UNC-CH KENAN-FLAGLER BUSINESS SCHOOL

PO BOX 309
CHAPEL HILL,NC27514 		NONE PC GENERAL SUPPORT 1,000

UNC-CH LINEBERGER CANCER RESEARCH CTR

PO BOX 309
CHAPEL HILL,NC27514 		NONE PC GENERAL SUPPORT 1,000

UNITED METHODIST FOUNDATION OF WESTERN NC

13816 PROFESSIONAL CTR DR STE 100
HUNTERSVILLE,NC28078 		NONE PC GENERAL SUPPORT 1,000

UNITED NEGRO COLLEGE FUND JCSU

1805 7TH ST NW
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT 2,000

UNITED WAY OF GREATER CHARLOTTE

601 E 5TH ST STE 350
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 40,000

VA FOUND FOR INDEPENDENT COLLEGES

901 E BYRD ST STE 1625
RICHMOND,VA23219 		NONE PC GENERAL SUPPORT 2,500

VANDERBILT UNIV OWEN GRADUATE SCHOOL

401 21ST AVE S
NASHVILLE,TN37203 		NONE PC GENERAL SUPPORT 1,000

WAKE FOREST UNIVERSITYDIVINITY SCHOOL

PO BOX 7227
WINSTONSALEM,NC27109 		NONE PC GENERAL SUPPORT 1,000

WING HAVEN FOUNDATION

260 RIDGEWOOD AVE
CHARLOTTE,NC28209 		NONE PC GENERAL SUPPORT 61,000

WINGATE UNIVERSITY

211 E WILSON ST
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 DR
SPARTANBURG,SC29303 		NONE PC GENERAL SUPPORT 1,000

YMCA - STOWE FAMILY YMCA OF GASTON COUNTY

2221 ROBINWOOD RD
GASTONIA,NC28054 		NONE PC GENERAL SUPPORT 30,000

YMCA - WILLIAMS YMCA OF AVERY COUNTY

436 HOSPITAL DR
NEWLAND,NC28657 		NONE PC GENERAL SUPPORT 25,000

YMCA OF GREATER CHARLOTTE

400 E MOREHEAD ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 50,000
Total .................................right arrow 3a 3,416,530
bApproved for future payment

BOY SCOUTS OF AMERICA MECKLENBURG CO TROOP 7
1410 E 7TH ST
CHARLOTTE,NC28204 		NONE PC GENERAL SUPPORT 1,000

CHARLOTTE MUSEUM OF HISTORY
3500 SHAMROCK DR
CHARLOTTE,NC28204 		NONE PC GENERAL SUPPORT 3,000

CHRIST CHURCH CHARLOTTE
1412 PROVIDENCE RD
CHARLOTTE,NC28207 		NONE PC GENERAL SUPPORT 1,000,000

COALITION FOR LIBERTY
2520 WHITEHALL PARK DR STE 100
CHARLOTTE,NC28273 		NONE PC GENERAL SUPPORT 125,000

CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249
CROSSNORE,NC28616 		NONE PC GENERAL SUPPORT 400,000

ELON UNIVERSITY
100 CAMPUS DR
ELON,NC27244 		NONE PC GENERAL SUPPORT 100,000

EPILEPSY ALLIANCE NC
1920 W FIRST ST STE 5541-A
WINSTONSALEM,NC27104 		NONE PC GENERAL SUPPORT 3,500

HEART MATH TUTORING
PO BOX 30623
CHARLOTTE,NC28230 		NONE PC GENERAL SUPPORT 30,000

HOPEWAY FOUNDATION
1717 SHARON RD WEST
CHARLOTTE,NC28210 		NONE PC GENERAL SUPPORT 200,000

LOAVES & FISHESFRIENDSHIP TRAYS
6100 SARDIS ROAD
CHARLOTTE,NC28270 		NONE PC GENERAL SUPPORT 250,000

MAKE-A-WISH CENTRAL & WESTERN NC
6324 FAIRVIEW RD STE 500
CHARLOTTE,NC28210 		NONE PC GENERAL SUPPORT 15,000

QUEEN CITY PREGNANCY RESOURCE CENTER
1508 E 4TH ST
CHARLOTTE,NC28204 		NONE PC GENERAL SUPPORT 150,000

STOWE FAMILY YMCA
196 YMCA DR
BELMONT,NC28012 		NONE PC GENERAL SUPPORT 120,000

THE GENERAL'S REDOUBT
PO BOX 1097
LEXINGTON,VA244501097 		NONE PC GENERAL SUPPORT 75,000

TURNING POINT USA
4940 EAST BEVERLY RD
PHOENIX,AZ85044 		NONE PC GENERAL SUPPORT 200,000

WILLIAMS YMCA OF AVERY COUNTY
436 HOSPITAL DR
NEWLAND,NC28646 		NONE PC GENERAL SUPPORT 25,000

YMCA OF GREATER CHARLOTTE
400 E MOREHEAD ST
CHARLOTTE,NC28202 		NONE PC GENERAL SUPPORT 200,000
Total ................................. right arrow 3b 2,897,500
Form 990-PF (2023)
Form 990-PF (2023)
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 .... 901101   14 1,216,669  
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 ............ 		901101 3,658 18 1,128,598  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INVESTMENT INCOME 		901101 2,189 14 1,236,286  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,847 3,581,553 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,587,400
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 56,175 28,088 0 28,088

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category Amount
NONE 0

TY 2023 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 10,334,447 10,487,560

TY 2023 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 27,200,433 39,068,494

TY 2023 InvestmentsOtherSchedule2
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
REITS & REAL ESTATE FUNDS AT COST 997,222 1,253,712
PRIVATE EQUITY FUNDS AT COST 282,695 408,352
OTHER ALTERNATIVE INVESTMENTS AT COST 21,011,777 28,581,074

TY 2023 LegalFeesSchedule
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,217 0 0 0


TY 2023 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 22,424 2,242 0 20,182
MISCELLANEOUS EXPENSE 232 24 0 208
OTHER EXPENSES PER K1'S 0 172,266 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM K-1S, NET OF UBI 0 23,983 0
OTHER INCOME FROM 1099S 0 3,486 0
OTHER INVESTMENT INCOME 1,238,475   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 265,639 26,564 0 239,075
INVESTMENT MGMT FEES - 1099'S 205,797 205,797 0 0
INVESTMENT MGMT FEES - UST 114,006 102,605 0 11,401


TY 2023 TaxesSchedule
Name:
THE DICKSON FOUNDATION INC
EIN:
56-6022339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PER K-1S&1099S 0 21,911 0 0
FEDERAL EXCISE & INCOME TAX 20,000 0 0 0