Civic Intelligence

Lowe'S Charitable and Educational Foundation

990 • Fiscal year 2021 • EIN 56-6061689

Feb 01, 2020 to Jan 31, 2021 • Filed on Dec 12, 2021

Organization ProfileN/A
1000 Lowes BlvdMooresville, NC 28117

(704) 758-2009

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.33x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.35x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE B • $10M-$25M nonprofits • Source year 2021

Asset Growth

95th percentile

99%

Faster asset growth than 95% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$10,537,051

Up $5,238,114 (+99%) from 2020

Net Assets

Up

$7,033,051

Up $1,734,114 (+33%) from 2020

Liabilities

Up

$3,504,000

Up $3,504,000 from 2020

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin68th percentile

Revenue

Up

$10,106,970

Up $5,230,931 (+107%) from 2020

Expenses

Up

$8,372,856

Up $7,282,370 (+668%) from 2020

Net Income

Down

$1,734,114

Down $2,051,439 (-54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2011: $22,907,678Liabilities 2011: $10,532,300Net Assets 2011: $12,375,3782011Assets 2012: $24,014,821Liabilities 2012: $9,822,901Net Assets 2012: $14,191,9202012Assets 2013: $8,629,977Liabilities 2013: $5,175,477Net Assets 2013: $3,454,5002013Assets 2014: $1,621,312Liabilities 2014: $3,699,818Net Assets 2014: -$2,078,5062014Assets 2015: $1,012,450Liabilities 2015: $1,258,544Net Assets 2015: -$246,0942015Assets 2016: $1,470,842Liabilities 2016: $1,362,845Net Assets 2016: $107,9972016Assets 2017: $610,835Liabilities 2017: $125,264Net Assets 2017: $485,5712017Assets 2018: $1,875,666Liabilities 2018: $258,449Net Assets 2018: $1,617,2172018Assets 2019: $1,513,384Liabilities 2019: $0Net Assets 2019: $1,513,3842019Assets 2020: $5,298,937Liabilities 2020: $0Net Assets 2020: $5,298,9372020Assets 2021: $10,537,051Liabilities 2021: $3,504,000Net Assets 2021: $7,033,0512021Assets 2022: $8,794,184Liabilities 2022: $4,248,000Net Assets 2022: $4,546,1842022Assets 2023: $18,802,670Liabilities 2023: $870,000Net Assets 2023: $17,932,6702023Assets 2024: $16,296,593Liabilities 2024: $1,650,113Net Assets 2024: $14,646,4802024Assets 2025: $18,775,075Liabilities 2025: $1,633,651Net Assets 2025: $17,141,4242025

Highlighted filing

2021

Assets$10,537,051
Liabilities$3,504,000
Net Assets$7,033,051
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $23,486,8142011Revenue 2012: $21,174,219Expenses 2012: $19,357,368Net Income 2012: $1,816,8512012Expenses 2013: $12,504,4982013Revenue 2014: $1,706,187Expenses 2014: $7,237,421Net Income 2014: -$5,531,2342014Revenue 2015: $7,926,234Expenses 2015: $6,092,210Net Income 2015: $1,834,0242015Revenue 2016: $6,371,858Expenses 2016: $5,522,143Net Income 2016: $849,7152016Revenue 2017: $2,954,949Expenses 2017: $2,577,375Net Income 2017: $377,5742017Revenue 2018: $3,152,712Expenses 2018: $2,030,016Net Income 2018: $1,122,6962018Revenue 2019: $3,095,831Expenses 2019: $3,199,664Net Income 2019: -$103,8332019Revenue 2020: $4,876,039Expenses 2020: $1,090,486Net Income 2020: $3,785,5532020Revenue 2021: $10,106,970Expenses 2021: $8,372,856Net Income 2021: $1,734,1142021Revenue 2022: $2,155,365Expenses 2022: $4,642,232Net Income 2022: -$2,486,8672022Revenue 2023: $15,875,960Expenses 2023: $2,489,474Net Income 2023: $13,386,4862023Revenue 2024: $19,566,102Expenses 2024: $22,793,917Net Income 2024: -$3,227,8152024Revenue 2025: $25,271,969Expenses 2025: $22,777,025Net Income 2025: $2,494,9442025

Highlighted filing

2021

Revenue$10,106,970
Expenses$8,372,856
Net Income$1,734,114
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Dec 12, 2021
Return Version
2020v4.1
Gross Receipts
$10,106,970
Mission and Program Overview

Mission

The Organization's purpose is to provide funding for

The Organization's purpose is to provide funding for nonprofit organizations and public agencies that have the greatest impact on safe and affordable housing, skilled trade education, and community improvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,288,937$10,487,051▲ $5,198,114
Pledges and Grants Receivable$10,000$50,000▲ $40,000
Total Assets$5,298,937$10,537,051▲ $5,238,114
Liabilities
Grants Payable$0$3,504,000▲ $3,504,000
Total Liabilities$0$3,504,000▲ $3,504,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,298,937$7,033,051▲ $1,734,114
Total Net Assets Fund Balance$5,298,937$7,033,051▲ $1,734,114
Total Liabilities and Net Assets / Fund Balance$5,298,937$10,537,051▲ $5,238,114
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Janice DupreChair
Margi VagellSVP & Vice Chairman
Jason RutherfordTrustee
Mike TumilloTrustee
Sandy FeltonTrustee
Vincent ScaleseTrustee
Bill EllisonSecretary
David R GreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,106,970
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$10,106,970
Change in Net Assets
$1,734,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,368,901
Other Expenses$3,955
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,368,901--$8,368,901
Fees for Services Management$1,500$0$0$1,500
Other Expenses$0$290$0$290
Total Functional Expenses$8,370,401$2,455$0$8,372,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Renaissance West Community InitiativeCharlotte, NC501(c)(3)Affordable Housing$2,610,000
Habitat for Humanity of the Charlotte Region IncCharlotte, NC501(c)(3)Affordable Housing$1,666,668
City of CharlotteCharlotte, NCCity of CharlotteAffordable Housing$1,333,333
Roof AboveCharlotte, NC501(c)(3)Affordable Housing$1,000,000
The ROC Charlotte IncCharlotte, NC501(c)(3)Skilled Trades$300,000
United Way of Centeral Carolinas IncCharlotte, NC501(c)(3)Affordable Housing$250,000
Digi BridgeCharlotte, NC501(c)(3)Skilled Trades$216,000
Rebuilding Together of Greater Charlotte IncCharlotte, NC501(c)(3)Affordable Housing$200,000
Goodwill Industries of Southern PiedmontCharlotte, NC501(c)(3)Skilled Trades$195,400
Urban Leage of Central CarolinasCharlotte, NC501(c)(3)Skilled Trades$155,000
Veterans Bridge Home IncCharlotte, NC501(c)(3)Affordable Housing$90,000
Central Piedmont Community College FoundationCharlotte, NC501(c)(3)Community Improvement$52,500
Charlotte Museum of HistoryCharlotte, NC501(c)(3)Community Improvement$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Lowe's Foundation
EIN
56-6061689
Phone
7047582009
Address
1000 Lowes Blvd, Mooresville, NC 28117

Signing Officer

Name
David R Green
Title
Treasurer
Phone
7047582009
Signed
2021-12-12

Organization Details

Principal Officer
David R Green
Formed
1957
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

Preparer

Firm
David Green CPA
Address
118 RED BROOK LANE, MOORESVILLE, NC 28117
Preparer
David R Green
Phone
7047993188
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is reviewed by multiple volunteer accountants for accuracy.”

Pt VI, Line 19

“All governing documents and financial statments are available to the public upon request.”

Pt VI, Line 12C

“All directors, officers and committee members annually certify compliance with the organization's policy.”

Pt VI, Line 15A

“See statement below”

Pt VI, Line 15B

“The Organization's compensation policy states that no trustee, or officer shall be compensated for serving in their capacity as a trustee or officer.”

Pt VI, Line 2

“Trustees and officers are employees of Lowe's Companies, Inc.”

Raw XML AppendixShowing 400 of 502 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Organization's purpose is to provide funding for nonprofit organizations and public agencies that have the greatest impact on safe and affordable housing, skilled trade education, and community improvement.
IRS990/AllOtherContributionsAmt010106970
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0David R Green
IRS990/BooksInCareOfDetail/PhoneNum07047582009
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 Lowes Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Mooresville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028117
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010106970
IRS990/CYGrantsAndSimilarPaidAmt08368901
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt03955
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01734114
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08372856
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010106970
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0During the year ended January 31, 2021, the organization provided funding for scholarships for higher education.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0251500
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt01500
IRS990/FeesForServicesManagementGrp/TotalAmt01500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Janice Dupre
IRS990/Form990PartVIISectionAGrp/PersonNm1David R Green
IRS990/Form990PartVIISectionAGrp/PersonNm2Sandy Felton
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Tumillo
IRS990/Form990PartVIISectionAGrp/PersonNm4Margi Vagell
IRS990/Form990PartVIISectionAGrp/PersonNm5Bill Ellison
IRS990/Form990PartVIISectionAGrp/PersonNm6Vincent Scalese
IRS990/Form990PartVIISectionAGrp/PersonNm7Jason Rutherford
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP & Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0250000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt03504000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08368901
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08368901
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt010106970
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Organization's purpose is to provide funding for nonprofit organizations and public agencies that have the greatest impact on safe and affordable housing, skilled trade education, and community improvement.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05298937
IRS990/NetAssetsOrFundBalancesEOYAmt07033051
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05298937
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07033051
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank Charges
IRS990/OtherExpensesGrp/Desc1Interchange Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1290
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt02165
IRS990/OtherExpensesGrp/TotalAmt1290
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0David R Green
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0During the year ended January 31, 2021, the organization helped 13 community improvement organziations. Assistance was given to aid in the betterment of various community centers, to support safe & affordable housing, and advance skilled trade education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08118901
IRS990/ProgSrvcAccomActy2Grp/GrantAmt08118901
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04859024
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0957150
IRS990/PYInvestmentIncomeAmt017015
IRS990/PYOtherExpensesAmt0133336
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03785553
IRS990/PYTotalExpensesAmt01090486
IRS990/PYTotalRevenueAmt04876039
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01734114
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05288937
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010487051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010106970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04859024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03092243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03152488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02954949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024165674
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020827
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51750
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.79270
IRS990ScheduleA/PublicSupportTotal170Amt012515981
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt011649693
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010106970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04859024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03092243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03152488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02954949
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024165674
IRS990ScheduleA/TotalSupportAmt024186501
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052500
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt21333333
IRS990ScheduleI/RecipientTable/CashGrantAmt3216000
IRS990ScheduleI/RecipientTable/CashGrantAmt4195400
IRS990ScheduleI/RecipientTable/CashGrantAmt51666668
IRS990ScheduleI/RecipientTable/CashGrantAmt6200000
IRS990ScheduleI/RecipientTable/CashGrantAmt72610000
IRS990ScheduleI/RecipientTable/CashGrantAmt81000000
IRS990ScheduleI/RecipientTable/CashGrantAmt9300000
IRS990ScheduleI/RecipientTable/CashGrantAmt10250000
IRS990ScheduleI/RecipientTable/CashGrantAmt11155000
IRS990ScheduleI/RecipientTable/CashGrantAmt1290000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2City of Charlotte
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Improvement
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Community Improvement
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Skilled Trades
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Skilled Trades
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Skilled Trades
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Skilled Trades
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Affordable Housing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Central Piedmont Community College Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Charlotte Museum of History
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2City of Charlotte
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Digi Bridge
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Goodwill Industries of Southern Piedmont
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Habitat for Humanity of the Charlotte Region Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Rebuilding Together of Greater Charlotte Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Renaissance West Community Initiative
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Roof Above
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9The ROC Charlotte Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10United Way of Centeral Carolinas Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Urban Leage of Central Carolinas
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12Veterans Bridge Home Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0560890420
IRS990ScheduleI/RecipientTable/RecipientEIN1237125613
IRS990ScheduleI/RecipientTable/RecipientEIN2566000319
IRS990ScheduleI/RecipientTable/RecipientEIN3464859045
IRS990ScheduleI/RecipientTable/RecipientEIN4560844639
IRS990ScheduleI/RecipientTable/RecipientEIN5561366233
IRS990ScheduleI/RecipientTable/RecipientEIN6273101212
IRS990ScheduleI/RecipientTable/RecipientEIN7271396021
IRS990ScheduleI/RecipientTable/RecipientEIN8561837620
IRS990ScheduleI/RecipientTable/RecipientEIN9823547898
IRS990ScheduleI/RecipientTable/RecipientEIN10560529948
IRS990ScheduleI/RecipientTable/RecipientEIN11561218704
IRS990ScheduleI/RecipientTable/RecipientEIN12452350728
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 35000
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13500 Shamrock Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2600 East Trad eStreet
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3330 Camp Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 668768
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt53815 Latrobe Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6330 Camp Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt73610 Camp Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8945 North College Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91335 Allegany Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10601E Fifth St 350
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11PO Box 34686
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12220 East 7th Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Charlotte
IRS990ScheduleI/RecipientTable/USAddress/CityNm12Charlotte
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028235
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd328206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd428266
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd528211
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd628203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd728206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd828206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd928208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1028202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1128234
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1228204
IRS990ScheduleI/Total501c3OrgCnt013
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by multiple volunteer accountants for accuracy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents and financial statments are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All directors, officers and committee members annually certify compliance with the organization's policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See statement below
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization's compensation policy states that no trustee, or officer shall be compensated for serving in their capacity as a trustee or officer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trustees and officers are employees of Lowe's Companies, Inc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 2
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0560578072
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,537,051
Liabilities
$3,504,000
Net assets
$7,033,051
Revenue
$10,106,970
Expenses
$8,372,856
Net income
$1,734,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$1.63$17.1$25.3$22.8$2.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$1.65$14.6$19.6$22.8$3.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.87$17.9$15.9$2.49$13.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.79$4.25$4.55$2.16$4.64$2.49
2021Detailed filing. Detailed filing data is available for this year.$10.5$3.50$7.03$10.1$8.37$1.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$0.00$5.30$4.88$1.09$3.79
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$3.10$3.20$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.26$1.62$3.15$2.03$1.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.13$0.49$2.95$2.58$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.36$0.11$6.37$5.52$0.85
2015Detailed filing. Detailed filing data is available for this year.$1.01$1.26$0.25$7.93$6.09$1.83
2014Detailed filing. Detailed filing data is available for this year.$1.62$3.70$2.08$1.71$7.24$5.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.63$5.18$3.45$12.5
2012Summary only. Only limited summary data is available for this year.$24.0$9.82$14.2$21.2$19.4$1.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$10.5$12.4$23.5