| 2024 | Research Foundation Post-Retirement Benefits Plan | 990 | Trustee | 1 | $121,660 | $0 | View return |
| 2024 | Piedmont Natural Gas 501(C)(9) Retired | 990 | Trustee (See Schedule O) | 0 | $21,235 | $0 | View return |
| 2024 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $5,401 | $0 | View return |
| 2024 | Dominion Energy Inc Ohio Gas Union Veba | 990 | Trustee (See Schedule O) | 0 | $45 | $0 | View return |
| 2023 | Piedmont Natural Gas 501(C)(9) Retired | 990 | Trustee (See Schedule O) | 0 | $28,058 | $0 | View return |
| 2023 | Piedmont Natural Gas 501(C)(9) Retired Non-Bargaining Employees | 990 | Trustee (See Schedule O) | 0 | $27,746 | $0 | View return |
| 2023 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $10,370 | $0 | View return |
| 2022 | Piedmont Natural Gas 501(C)(9) Retired Non-Bargaining Employees | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2022 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2022 | Piedmont Natural Gas 501(C)(9) Retired | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2021 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2021 | Piedmont Natural Gas 501(C)(9) Retired | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2021 | Piedmont Natural Gas 501(C)(9) Retired Non-Bargaining Employees | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2020 | Gloria Nader Mishkoff Charitable Tr | 990PF | Trustee | 0 | $6,165 | - | View return |
| 2020 | Piedmont Natural Gas 501(C)(9) Retired | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2020 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2020 | Piedmont Natural Gas 501(C)(9) Retired Non-Bargaining Employees | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2018 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 0 | $11,500 | $0 | View return |
| 2018 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 0 | $11,500 | $0 | View return |
| 2018 | Graphic Packaging International Inc | 990 | Institutional Trustee | 40 | $4,283 | $0 | View return |
| 2018 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2018 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2017 | Graphic Packaging International Inc | 990 | Institutional Trustee | 40 | $750 | $0 | View return |
| 2017 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2017 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2016 | Research Foundation Post-Retirement Benefits Plan | 990 | Trustee | 1 | $33,322 | $0 | View return |
| 2016 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $2,228 | $0 | View return |
| 2016 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2015 | Research Foundation Post-Retirement Benefits Plan | 990 | Trustee | 1 | $46,199 | $0 | View return |
| 2015 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 0 | $10,000 | $0 | View return |
| 2015 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 0 | $10,000 | $0 | View return |
| 2015 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $8,255 | $0 | View return |
| 2015 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $0 | $0 | View return |
| 2014 | Research Foundation Post-Retirement Benefits Plan | 990 | Trustee | 1 | $63,215 | $0 | View return |
| 2014 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 2.5 | $10,000 | $0 | View return |
| 2014 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 2.5 | $10,000 | $0 | View return |
| 2014 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $6,725 | $0 | View return |
| 2014 | 1992 Benefit Plan Retiree Health Benefit Reserve Trust | 990 | Trustee | 1 | $2,875 | $0 | View return |
| 2014 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $75 | - | View return |
| 2013 | Intermountain Health Care Inc Retiree | 990 | Institutional Trustee | 1 | $112,130 | $1,245,628 | View return |
| 2013 | Research Foundation Post-Retirement Benefits Plan | 990 | Trustee | 1 | $67,449 | $0 | View return |
| 2013 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 2.5 | $10,000 | $0 | View return |
| 2013 | Lucent Tech Inc Post Retirement Welfare | 990 | Trustee | 2.5 | $10,000 | $0 | View return |
| 2013 | Duke Energy Corp Welfare Benefits Trust Veba I | 990 | Trustee (See Schedule O) | 0 | $6,330 | $0 | View return |
| 2013 | 1992 Benefit Plan Retiree Health Benefit Reserve Trust | 990 | Trustee | 1 | $2,409 | $0 | View return |
| 2013 | Unknown Organization | 990 | Trustee | 0 | $585 | $0 | View return |
| 2013 | Duke Energy Corporation Post-Retirement Medical Benefits Trust Veba II | 990 | Trustee (See Schedule O) | 0 | $81 | $0 | View return |
| 2013 | Citigroup Staff Member'S | 990 | Trustee | 0 | $0 | $0 | View return |