UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380 (EIN 56-0934173)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-23
- IRS object ID
- 202531139349300823
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T08:40:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560934173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC LAW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNCL | BusinessNameControlTxt |
| Phone | 9194450188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN CYNTHIA LOWERY CB 3880 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275993380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN H BRINKLEY | PersonNm |
| Person Title | DEAN AND SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9194450188 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LEWIS | PreparerPersonNm |
| PTIN | P00332659 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTIN H BRINKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN CYNTHIA LOWERY CB 3880 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275993380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,173,453 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,662,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,677,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $274,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $380,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,949 | PYOtherRevenueAmt |
| CY Other Revenue | $1,056 | CYOtherRevenueAmt |
| PY Total Revenue | $3,940,883 | PYTotalRevenueAmt |
| CY Total Revenue | $3,059,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,993,733 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,759,609 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $915,924 | PYOtherExpensesAmt |
| CY Other Expenses | $862,813 | CYOtherExpensesAmt |
| PY Total Expenses | $5,909,657 | PYTotalExpensesAmt |
| CY Total Expenses | $5,622,422 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,968,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,563,250 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,851,761 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,979,768 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,264 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,849,173 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,977,504 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,759,609 | ExpenseAmt |
| Grant | $4,759,609 | GrantAmt |
| Desc | THE ORGANIZATION PROVIDES STUDENT AND FACULTY PROGRAM SERVICES WHICH PROMOTE STUDENT SCHOLARSHIPS AND ACTIVITIES, STUDENT AND FACULTY RECRUITMENT, AND PROFESSIONAL FACULTY ENRICHMENT. | Desc |
| Total Program Service Expenses | $4,759,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA LOWERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194450188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 RIDGE ROAD CB3380 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275993380 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARTIN HAL BRINKLEY | ||||||||
| EX-OFFICIO: DEAN AND SECRETARY/TREASURER | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $482,591 | $53,575 | |
| NICK GOETTSCH | ||||||||
| ASSOCIATE DEAN FOR ADMINISTRATION | 10.00 | 30.00 | Yes (X) | $0 | $163,448 | $61,878 | ||
| CYNTHIA LOWERY | ||||||||
| ASSISTANT DEAN FOR FINANCE AND ASSISTANT TREASURER | 10.00 | 30.00 | Yes (X) | $0 | $125,980 | $39,303 | ||
| LOUISE HARRIS | ||||||||
| ASSOCIATE DEAN FOR ADVANCEMENT AND ASSISTANT TREAS | 20.00 | 20.00 | Yes (X) | $0 | $124,882 | $24,486 | ||
| CHARLES T PLAMBECK | ||||||||
| PRESIDENT AND CHAIRMAN | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| M SCOTT PEELER | ||||||||
| VICE PRESIDENT | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES MARVIN DEAL JR | ||||||||
| EX-OFFICIO: MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH JEAN BOWER | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| FRANK EDWARD EMORY JR | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L FARLEY | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| RANDOLPH B HOUSTON JR | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN DWAN HOWELL | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA LIU | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GARY M LONDON | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER PURYEAR | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JAMES DIETRICH RENGER | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| JONI LYNN WALSER | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA MARIE XENAKIS | ||||||||
| MEMBER | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| MATTHER MARVIN | ||||||||
| EMPLOYEE | 20.00 | 20.00 | $0 | $114,259 | $25,345 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,011,160 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,677,283 | AllOtherContributionsAmt |
| Noncash Contributions | $192,288 | NoncashContributionsAmt |
| Total Contributions | $2,677,283 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,895 | TotalRevenueColumnAmt |
| Exclusion | $373,895 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,219 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,281 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,938 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,938 | TotalRevenueColumnAmt |
| Exclusion | $6,938 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,056 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,056 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,056 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,059,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $380,833 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,759,609 | TotalAmt |
| Program Services | $4,759,609 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,088 | TotalAmt |
| Management And General | $793,088 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,770 | TotalAmt |
| Management And General | $44,770 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,288 | TotalAmt |
| Management And General | $21,288 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSE | Desc |
| Total | $3,667 | TotalAmt |
| Management And General | $3,667 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,622,422 | TotalAmt |
| Program Services | $4,759,609 | ProgramServicesAmt |
| Management And General | $862,813 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,924 | BOYAmt |
| EOY | $72,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,641,908 | BOYAmt |
| EOY | $14,437,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,517,922 | BOYAmt |
| EOY | $561,290 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,536,476 | BOYAmt |
| EOY | $89,808,764 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,531 | BOYAmt |
| EOY | $99,621 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,851,761 | BOYAmt |
| EOY | $104,979,768 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588 | BOYAmt |
| EOY | $2,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588 | BOYAmt |
| EOY | $2,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,162,615 | BOYAmt |
| EOY | $13,176,444 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,686,558 | BOYAmt |
| EOY | $91,801,060 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,849,173 | BOYAmt |
| EOY | $104,977,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,851,761 | BOYAmt |
| EOY | $104,979,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,563,250 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,199,305 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$507,724 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,024,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,052,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,433,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,662,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,677,283 | CurrentTaxYearAmt |
| Total | $21,851,228 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $911,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $874,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $979,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $805,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $940,420 | CurrentTaxYearAmt |
| Total | $4,511,942 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,936,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,927,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,413,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,467,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,617,703 | CurrentTaxYearAmt |
| Total | $26,363,170 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,557,955 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,805,215 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $373,895 | CurrentTaxYearAmt |
| Total | $807,017 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,056 | CurrentTaxYearAmt |
| Total | $33,791 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,203,978 | TotalSupportAmt |
| Public Support CY170 | 0.80150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 6,916. 2020 AMOUNT: $ 8,164. 2021 AMOUNT: $ 13,706. 2022 AMOUNT: $ 3,949. 2023 AMOUNT: $ 1,056. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,888,974 | BeginningYearBalanceAmt |
| Contributions | $5,231,199 | ContributionsAmt |
| Investment Earnings Or Losses | $9,203,593 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,953,375 | OtherExpendituresAmt |
| End Year Balance | $92,370,391 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,032,360 | BeginningYearBalanceAmt |
| Contributions | $1,403,337 | ContributionsAmt |
| Investment Earnings Or Losses | -$988,229 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,558,494 | OtherExpendituresAmt |
| End Year Balance | $80,888,974 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,062,781 | BeginningYearBalanceAmt |
| Contributions | $3,910,492 | ContributionsAmt |
| Investment Earnings Or Losses | $2,731,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,671,933 | OtherExpendituresAmt |
| End Year Balance | $83,032,360 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,546,922 | BeginningYearBalanceAmt |
| Contributions | $2,182,819 | ContributionsAmt |
| Investment Earnings Or Losses | $22,284,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,951,545 | OtherExpendituresAmt |
| End Year Balance | $79,062,781 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,620,021 | BeginningYearBalanceAmt |
| Contributions | $1,137,746 | ContributionsAmt |
| Investment Earnings Or Losses | $768,761 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,979,607 | OtherExpendituresAmt |
| End Year Balance | $56,546,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06100 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNC INVESTMENT FUND | Desc |
| Book Value | $89,808,764 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $89,808,764 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $13,405,809 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,199,305 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $940,420 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $11,139,725 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,266,084 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $793,088 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $793,088 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,059,172 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,973,740 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $940,420 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $203,986 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,144,406 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,829,334 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $793,088 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $793,088 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,622,422 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 269 INDIVIDUAL FUNDS ESTABLISHED FOR GENERAL AND EDUCATIONAL PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 203,986. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CAMERON AVENUE | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566001393 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $4,759,609 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT FOR THE UNC LAW SCHOOL. | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP FUNDS ARE DISBURSED BY THE DIRECTOR OF FINANCIAL AID VIA THE UNIVERSITY FINANCIAL AID SYSTEM; OTHER EXPENSES ARE DISBURSED THROUGH THE UNIVERSITY'S ACCOUNTING SYSTEM AFTER REVIEW BY THE SCHOOL OF LAW FINANCE DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN HAL BRINKLEY | ||||||||||||||
| EX-OFFICIO: DEAN AND SECRETARY/TREAS | $0 | $482,570 | $0 | $0 | $0 | $21 | $0 | $45,639 | $0 | $7,936 | $0 | $536,166 | $0 | $0 |
| NICK GOETTSCH | ||||||||||||||
| ASSOCIATE DEAN FOR ADMINISTRATION | $0 | $163,448 | $0 | $0 | $0 | $0 | $0 | $43,550 | $0 | $18,328 | $0 | $225,326 | $0 | $0 |
| CYNTHIA LOWERY | ||||||||||||||
| ASSISTANT DEAN FOR FINANCE AND ASSIS | $0 | $103,480 | $0 | $0 | $0 | $22,500 | $0 | $31,417 | $0 | $7,886 | $0 | $165,283 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EXPENSES ARE CONDUCTED WITH AN ACCOUNTABILITY PLAN. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $192,288 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS RECEIVED BY THE FULL FOUNDATION BOARD WITH THE OPPORTUNITY TO COMMENT BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ANNUALLY SIGN AN ATTESTATION LETTER OF THEIR ADHERENCE TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DOES NOT COMPENSATE ANY EMPLOYEES, ALL ARE EMPLOYEES OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -203,986. RESTRICTED PURPOSE FUNDS TRANSFERRED OUT -303,738. |
| FORM 990, PART XII, LINE 2C: | PER THE AGREEMENT WITH UNC CHAPEL HILL, THE AUDIT COMMITTEE RECEIVES THE REPORT FROM THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E CAMERON AVENUE | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001393 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 6 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| O | $940,420 | STAFF SUPPORT DONATED |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| B | $4,759,609 | GIFTS TO THE SCHOOL |
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