Lucille P And Edward C Giles Foundation

Charlotte, NC
Tax-exempt since Oct. 1981
EIN: 58-1450874

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$854k (2023)

Expenses

$1.37M (2023)

Total Assets

$18.9M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$854,356

Expenses

$1,370,279

Net Income

-$515,923

Net Assets

$18,926,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$436,299	51.1%
Sales of Assets	$411,460	48.2%
Other Income	$6,597	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,268,153	92.5%
Compensation of Officers*	$45,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,926,938
Total Liabilities	$0
Net Assets	$18,926,938

Compensation

Key Employees and Officers	Compensation	Other
Jan J Nomina (President/Treas)	$20,000	$0
Tate Ogburn (Secretary)	$10,000	$0
Amanda Grimes (Director)	$7,500	$0
William Jeffries (Vice President)	$7,500	$0

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990-PF

Filed on Sept. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,395,061

Expenses

$1,262,298

Net Income

$132,763

Net Assets

$17,717,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$326,833	23.4%
Sales of Assets	$1,068,039	76.6%
Other Income	$189	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,147,071	90.9%
Compensation of Officers*	$55,000	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,717,671
Total Liabilities	$0
Net Assets	$17,717,671

Compensation

Key Employees and Officers	Compensation	Other
Jan J Nomina (President/Treas)	$20,000	$0
Mark B Edwards (Pres. Emeritus)	$10,000	$0
Tate Ogburn (Secretary)	$10,000	$0
Amanda Grimes (Director)	$7,500	$0
William Jeffries (Vice President)	$7,500	$0

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990-PF

Filed on Oct. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$2,423,228

Expenses

$2,412,467

Net Income

$10,761

Net Assets

$22,175,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$396,951	16.4%
Sales of Assets	$2,026,566	83.6%
Other Income	-$289

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,289,493	94.9%
Compensation of Officers*	$55,000	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,175,183
Total Liabilities	$0
Net Assets	$22,175,183

Compensation

Key Employees and Officers	Compensation	Other
Jan J Nomina (President/Treas)	$20,000	$0
Mark B Edwards (Pres. Emeritus)	$10,000	$0
Tate Ogburn (Secretary)	$10,000	$0
Amanda Grimes (Director)	$7,500	$0
William Jeffries (Vice President)	$7,500	$0

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990-PF

Filed on Sept. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,694,638

Expenses

$1,350,414

Net Income

$344,224

Net Assets

$22,148,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$373,419	22.0%
Sales of Assets	$1,322,320	78.0%
Other Income	-$1,101

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,231,234	91.2%
Compensation of Officers*	$40,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,148,873
Total Liabilities	$1
Net Assets	$22,148,872

Compensation

Key Employees and Officers	Compensation	Other
Jan J Nomina (President)	$15,000	$0
Mark B Edwards (Pres. Emeritus)	$10,000	$0
Mandy Grimes (Director)	$5,000	$0
Tate Ogburn (Sec./Treas.)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Sept. 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,244,797

Expenses

$1,153,144

Net Income

$91,653

Net Assets

$20,636,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$343,241	27.6%
Sales of Assets	$901,272	72.4%
Other Income	$284	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,023,949	88.8%
Compensation of Officers*	$32,500	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,636,802
Total Liabilities	$1
Net Assets	$20,636,801

Compensation

Key Employees and Officers	Compensation	Other
Jan J Nomina (President)	$12,500	$0
Mark B Edwards (Pres. Emeritus)	$10,000	$0
Tate Ogburn (Sec./Treas.)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Oct. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$1,635,930

Expenses

$1,120,722

Net Income

$515,208

Net Assets

$17,706,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$433,547	26.5%
Sales of Assets	$1,201,005	73.4%
Other Income	$1,378	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$987,233	88.1%
Compensation of Officers*	$32,500	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,706,375
Total Liabilities	$0
Net Assets	$17,706,375

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (President)	$12,500	$0
Jan J Nomina (Sec/Treas)	$10,000	$0
Tate Ogburn (Director)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Sept. 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,977,819

Expenses

$1,063,634

Net Income

$914,185

Net Assets

$19,700,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$372,980	18.9%
Sales of Assets	$1,602,302	81.0%
Other Income	$2,537	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$944,074	88.8%
Compensation of Officers*	$42,500	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,700,668
Total Liabilities	$0
Net Assets	$19,700,668

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (President)	$12,500	$0
Bernard R Fitzgerald (Pres. Emeritus)	$10,000	$0
Jan J Nomina (Sec/Treas)	$10,000	$0
Tate Ogburn (Director)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Sept. 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$1,046,343

Expenses

$1,007,043

Net Income

$39,300

Net Assets

$18,126,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$417,364	39.9%
Sales of Assets	$628,295	60.0%
Other Income	$684	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$890,922	88.5%
Compensation of Officers*	$42,500	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,126,671
Total Liabilities	$0
Net Assets	$18,126,671

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (President)	$15,000	$0
Bernard R Fitzgerald (Pres. Emeritus)	$10,000	$0
Jan J Nomina (Sec/Treas)	$7,500	$0
John V Mc Intosh (Director)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Sept. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$1,243,015

Expenses

$1,134,450

Net Income

$108,565

Net Assets

$18,097,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$399,029	32.1%
Sales of Assets	$841,214	67.7%
Other Income	$2,772	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,015,692	89.5%
Compensation of Officers*	$42,500	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,097,637
Total Liabilities	$0
Net Assets	$18,097,637

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (President)	$15,000	$0
Bernard R Fitzgerald (Pres. Emeritus)	$10,000	$0
Jan J Nomina (Sec/Treas)	$7,500	$0
John V Mc Intosh (Director)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Oct. 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$943,806

Expenses

$1,176,614

Net Income

-$232,808

Net Assets

$19,324,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$426,207	45.2%
Sales of Assets	$510,161	54.1%
Other Income	$7,438	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,060,180	90.1%
Compensation of Officers*	$42,500	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,324,213
Total Liabilities	$0
Net Assets	$19,324,213

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (President)	$15,000	$0
Bernard R Fitzgerald (Pres. Emeritus)	$10,000	$0
Jan J Nomina (Sec/Treas)	$7,500	$0
John V Mc Intosh (Director)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Nov. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$976,134

Expenses

$1,193,604

Net Income

-$217,470

Net Assets

$19,377,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$370,230	37.9%
Sales of Assets	$605,904	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,057,802	88.6%
Compensation of Officers*	$39,500	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,377,218
Total Liabilities	$0
Net Assets	$19,377,218

Compensation

Key Employees and Officers	Compensation	Other
Mark B Edwards (Sec/Treas)	$12,000	$0
Bernard R Fitzgerald (President & Ceo)	$10,000	$0
Jan J Nomina (Vice President)	$7,500	$0
John V Mc Intosh (Vice President)	$5,000	$0
William Jeffries (Vice President)	$5,000	$0

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990-PF

Filed on Oct. 8, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,312,777

Expenses

$1,076,971

Net Income

$235,806

Net Assets

$17,294,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$442,518	33.7%
Sales of Assets	$876,786	66.8%
Other Income	-$6,527

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$936,843	87.0%
Compensation of Officers*	$42,500	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,294,241
Total Liabilities	$1
Net Assets	$17,294,240

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,386,379

Expenses

$1,059,247

Net Income

$327,132

Net Assets

$15,842,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$402,274	29.0%
Sales of Assets	$983,794	71.0%
Other Income	$311	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$924,270	87.3%
Compensation of Officers*	$35,000	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,842,305
Total Liabilities	$1
Net Assets	$15,842,304

Primary tax return for a private foundation's activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated June 30, 2025

Lucille P And Edward C Giles Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $854k (2023)

Expenses $1.37M (2023)

Total Assets $18.9M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$854k (2023)

Expenses

$1.37M (2023)

Total Assets

$18.9M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001