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Nonprofit · EIN 58-1450874

LUCILLE P AND EDWARD C GILES FOUNDATION

Tax-exempt · CHARLOTTE, NC 28226

Financials

$2.4M$2.4M2021$854K$1.4M2023$994K$1.3M2024
Revenue Expenses · by fiscal year end
Financials of LUCILLE P AND EDWARD C GILES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$993,981$1,342,987-$349,006$19,330,783$0$19,330,783
December 31, 2023990-PF$854,356$1,370,279-$515,923$18,926,938$0$18,926,938
December 31, 2021990-PF$2,423,228$2,412,467$10,761$22,175,183$0$22,175,183
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$425,626
Net gain from sales of assets
$568,441
Other income
-$86

Expenses

Grants and similar amounts paid
$1,185,000
Compensation of officers, directors and key employees
$52,500
Disbursements for charitable purposes
$1,238,651
Excise tax on investment income
$12,515

Balance sheet and other

Total assets, start of year
$18,926,938
Total assets, end of year
$19,330,783
Total liabilities, end of year
$0
Net assets, end of year
$19,330,783
Fair market value of assets
$19,330,783
Qualifying distributions
$1,238,651
Net investment income
$994,067

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Jan J Nomina
6643 Gaywind Drive, Charlotte, NC 28226
President/Treas3$20,000
Tate Ogburn
2123 Hastings Drive, Charlotte, NC 28207
Secretary1.5$10,000
Amanda Grimes
2120 Hastings Drive, Charlotte, NC 28207
Director1$7,500
William Jeffries
3901 Stokes Avenue, Charlotte, NC 28210
Vice President1$7,500
Marinn Esch
2005 Nolan Park Lane, Charlotte, NC 28209
Director1$7,500
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Jan J Nomina
6643 Gaywind Drive, Charlotte, NC 28226
President/Treas3$20,000
Tate Ogburn
2123 Hastings Drive, Charlotte, NC 28207
Secretary1.5$10,000
Amanda Grimes
2120 Hastings Drive, Charlotte, NC 28207
Director1$7,500
William Jeffries
3901 Stokes Avenue, Charlotte, NC 28210
Vice President1$7,500
990-PF for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
Jan J Nomina
6643 Gaywind Drive, Charlotte, NC 28226
President/Treas3$20,000
Mark B Edwards
2326 Whilden Ct, Charlotte, NC 28211
Pres. Emeritus1.5$10,000
Tate Ogburn
2123 Hastings Drive, Charlotte, NC 28207
Secretary1.5$10,000
Amanda Grimes
2120 Hastings Drive, Charlotte, NC 28207
Director1$7,500
William Jeffries
3901 Stokes Avenue, Charlotte, NC 28210
Vice President1$7,500

Address and contacts

Address (IRS master file)
6643 GAYWIND DR, CHARLOTTE, NC 28226-6902
In care of
% MARK B EDWARDS
Signed the 990-PF
Jan J Nomina, President
Phone
(704) 641-6184
Return prepared by
Foard and Company PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-1450874
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1981
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$19,330,783
Income (IRS master file)
$4,252,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$993,981$1,342,987$19,330,783XML
990-PFDecember 2023$854,356$1,370,279$18,926,938XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$2,423,228$2,412,467$22,175,183XML
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1450874).

Questions about LUCILLE P AND EDWARD C GILES FOUNDATION

What is the EIN of LUCILLE P AND EDWARD C GILES FOUNDATION?
The employer identification number (EIN) of LUCILLE P AND EDWARD C GILES FOUNDATION is 58-1450874.
Is LUCILLE P AND EDWARD C GILES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to LUCILLE P AND EDWARD C GILES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUCILLE P AND EDWARD C GILES FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUCILLE P AND EDWARD C GILES FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUCILLE P AND EDWARD C GILES FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LUCILLE P AND EDWARD C GILES FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $20,000 (Jan J Nomina, President/Treas).
How much revenue does LUCILLE P AND EDWARD C GILES FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $993,981, expenses of $1,342,987 and total assets of $19,330,783 at year end.

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