2023-01-19T09:59:19-06:00 2022-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2021-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 NATHAN BYRD TREASURER 9199620522 2023-01-17 1 NATHAN BYRD 999009999 ROBIN MCDUFFIE P00098611 9199428700 2023-01-17 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z NATHAN BYRD CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1607357 0 X WWW.NCBG.UNC.EDU X 1966 NC TO PARTNER WITH THE NC BOTANICAL GARDEN TO CONSERVE OUR NATURAL HERITAGE. 27 26 0 530 0 0 2726485 1462331 0 0 23184 25203 25051 69484 2774720 1557018 1116755 967082 0 0 404998 350423 0 0 330352 76921 82834 1598674 1400339 1176046 156679 11154806 11597686 35060 94077 11119746 11503609 THE NORTH CAROLINA BOTANICAL GARDEN FOUNDATION EXISTS TO BRING INDIVIDUAL AND PRIVATE SECTOR SUPPORT TO THE GARDEN'S MISSION TO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. 0 0 971250 967082 GARDEN IMPROVEMENTS & OPERATIONS-DEVELOPMENT OF COMMON AREAS TO INCLUDE RARE PLANT SPECIES AND TO ACCUMULATE AND DISSEMINATE KNOWLEDGE OF THE NATURAL HERITAGE OF NORTH CAROLINA AND THE SOUTHEASTERN UNITED STATES. 971250 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NC X LISA HICKS 9199629459 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 CATHERINE BURNS DIRECTOR 1.00 X 0 0 0 JAMES JOSLIN DIRECTOR 1.00 X 0 0 0 JIM PICK DIRECTOR 1.00 X 0 0 0 BRIENNE ARTHUR DIRECTOR 1.00 X 0 0 0 BO HOWES DIRECTOR 1.00 X 0 0 0 MAX LEACH DIRECTOR TILL (4/1/22) 1.00 X 0 0 0 JANIS MCFARLAND DIRECTOR 1.00 X 0 0 0 SUSAN MOESER DIRECTOR 1.00 X 0 0 0 PATRICK BARRATT DIRECTOR 1.00 X 0 0 0 CAREY DURHAM DIRECTOR TILL (12/31/21) 1.00 X 0 0 0 ALICE MAY DIRECTOR TILL (12/31/21) 1.00 X 0 0 0 FLORENCE PEACOCK DIRECTOR TILL (12/31/21) 1.00 X 0 0 0 JUDITH RIZZO DIRECTOR 1.00 X 0 0 0 ALEXANDER F THOMPSON III DIRECTOR TILL (12/31/21) 1.00 X 0 0 0 CAROL TRESOLINI DIRECTOR 1.00 X 0 0 0 MELANIE CHRISTIAN DIRECTOR 1.00 X 0 0 0 GAIL PERRY DIRECTOR 1.00 X 0 0 0 RANI RAY DIRECTOR TILL (5/17/22) 1.00 X 0 0 0 LADELL ROBBINS DIRECTOR 1.00 X 0 0 0 HEIDI SAWYER-CLARK GARDEN CLUB OF NC REP 1.00 X 0 0 0 JOSEPH JORDAN EX-OFFICIO PROVOST CONTACT 1.00 X 0 200415 37531 ANNE HARRIS PRESIDENT 2.00 X X 0 0 0 GREGORY FITCH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SIMS PRESTON VICE PRESIDENT 2.00 X X 0 0 0 JENNY ROUTH SECRETARY 2.00 X X 0 0 0 NATHAN BYRD TREASURER 2.00 X X 0 0 0 TERRY BALL DIRECTOR ASSISTANT TREASURER (FROM 1/1/21) 1.00 X X 0 0 0 VIVETTE JEFFRIES-LOGAN DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 CHRIS BOGAN DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 KERRY BIRD DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 MIKE ANDREWS DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 DAMON WAITT EXECUTIVE DIRECTOR 20.00 20.00 X X 0 178876 33482 JODIE LAPOINT DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 CHARLOTTE OFFERDAHL DIRECTOR FROM (1/1/22) 1.00 X 0 0 0 STEPHEN KEITH LEAD DEVELOPMENT OFFICER 40.00 X 0 120400 33005 0 499691 104018 0 0 1 0 0 50775 1411556 57341 1462331 9310 9310 24800 11497 13303 13303 13303 41028 25135 15893 15893 15893 10100 50775 13707 -3607 -3607 MISCELLANEOUS 900099 59788 59788 59788 1557018 59788 0 34899 967082 967082 350423 43838 306585 29872 2429 21285 6158 1506 1506 17423 1715 7201 8507 662 475 187 11476 24 2537 8915 3473 3473 MISCELLANEOUS 13641 13641 PROPERTY TAX 4781 4781 1400339 971250 98737 330352 2359 31000 2033663 1973865 465268 73753 67 3266 362349 15990 329125 346359 7071995 7867074 1252329 1302369 11154806 11597686 60 39077 35000 55000 35060 94077 X 581281 611627 10538465 10891982 11119746 11503609 11154806 11597686 X 156679 239187 -12003 X X 0 1 X 1 0 X X 1 UNC AT CHAPEL HILL 566001393 6 1 967082 0 1 967082 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART IV, SECTION E LINE 1C: THE FOUNDATION IS ORGANIZED TO SUPPORT THE NORTH CAROLINA BOTANICAL GARDEN, WHICH IS A PART OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THE UNIVERSITY IS A STATE AGENCY OF NORTH CAROLINA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 199.00 1 1 10.00 750 5492310 290048 185880 131146 5837092 3661521 558305 1423897 151413 5492310 3630082 132447 42493 143501 3661521 3458877 110995 217268 157058 3630082 3088165 191283 319789 140360 3458877 0.60000 0.40000 0 0 195000 195000 167349 15990 151359 346359 INVESTMENT IN UNCIF 7867074 F 7867074 CONSERVATION PROPERTY 1252329 DEPOSITS 50040 1302369 2063072 239187 232830 8833 480850 1582222 -25204 -25204 1557018 1679209 232829 46041 278870 1400339 0 1400339 PART II, LINE 5: THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY. PART V, LINE 4: THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES BASED ON DONOR RESTRICTIONS AND BOARD DESIGNATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 8,833. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -11,497. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME -13,707. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 11,497. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 13,707. BAD DEBT EXPENSE 20,837. GARDEN PARTY 60875 50775 10100 11035 2000 672 60875 50775 10100 11035 2000 672 13707 -3607 1 UNC AT CHAPEL HILL UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 501(C)3 967082 0 TO SUPPORT THE NC BOTANICAL GARDEN. 1 PART I, LINE 2: IN THE ACCOUNTING OFFICE, WE MONITOR PERSONNEL AND NON-PERSONNEL EXPENSES AND REPORT TO THE GARDEN DIRECTOR AND NCBGF EXEC. COMMITTEE ON A QUARTERLY BASIS. GRANTS ARE TRANSFERRED TO UNC BEFORE FISCAL YEAR END TO FUND THE EXPENSES INCURRED BY THE UNC FUNDS. THE GRANTS PROVIDED ARE FOR THE INTENDED PURPOSE OF THE NCBGF FUND. 1 0 0 0 0 0 0 0 0 0 JOSEPH JORDAN EX-OFFICIO PROVOST CONTACT 0 199415 0 1000 0 0 0 27787 0 9744 0 237946 0 0 DAMON WAITT EXECUTIVE DIRECTOR 0 177322 0 1000 0 554 0 24498 0 8984 0 212358 0 0 STEPHEN KEITH LEAD DEVELOPMENT OFFICER 0 119400 0 1000 0 0 0 26016 0 6989 0 153405 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS. IF APPLICABLE, THE COMPENSATION OF BOARD MEMBERS AND/OR OFFICERS THAT ARE EMPLOYED BY THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, ARE REPORTED IN THE FOUNDATION'S 990. THEIR COMPENSATION IS SET AT THE DISCRETION OF THE UNIVERSITY. X 16 45852 FMV ON DATE OF DONATION X 1 369 FMV X LANDSCAPING SERVICES 1 8800 FMV X ADVERTISING 1 2320 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTING PERSONNEL, THE EXECUTIVE DIRECTOR, AND THE BOARD TREASURER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION FORMALLY REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST BY SIGNING A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THIS PROCESS IS MONITORED BY THE FOUNDATION'S FINANCE COMMITTEE AND IS TRACKED BY THE GARDEN'S LIAISON TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 ANY AMOUNTS INCLUDED IN COMPENSATION ARE FOR PAYMENTS TO UNC FOR USE OF UNC EMPLOYEES. THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST, ON THE FOUNDATION'S WEBSITE (HTTPS://NCBG.UNC.EDU/ABOUT/NORTH-CAROLINA-BOTANICAL-GARDEN-FOUNDATION/NCBGF -STATEMENTS/), CHARITY NAVIGATOR (HTTPS://WWW.CHARITYNAVIGATOR.ORG/INDEX.CFM?BAY=SEARCH.SUMMARY&ORGID=5508#.V MXTMOS7G8K), AND ON GUIDESTAR (HTTPS://WWW.GUIDESTAR.ORG/PROFILE/56-6076622). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, ON THE FOUNDATION'S WEBSITE (HTTPS://NCBG.UNC.EDU/ABOUT/NORTH-CAROLINA-BOTANICAL-GARDEN-FOUNDATION/NCBGF -STATEMENTS/), CHARITY NAVIGATOR (HTTPS://WWW.CHARITYNAVIGATOR.ORG/INDEX.CFMBAY=SEARCH.SUMMARY&ORGID=5508#.VM XTMOS7G8K), AND ON GUIDESTAR (HTTPS://WWW.GUIDESTAR.ORG/PROFILE/56-6076622). FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -20,837. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 8,833. ROUNDING ADJUSTMENT 1. PART XII, LINE 2C EXPLANATION THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED FROM THE PREVIOUS YEAR. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION ESTABLISHED IN 1966, THE SAME YEAR AS THE GARDEN, THE FOUNDATION RAISES MONEY THROUGH ITS MEMBERSHIP PROGRAM, THE GENEROSITY OF ITS BOARD, FUNDRAISING EVENTS AND MORE. INDIVIDUALS WHO DONATE TO THE GARDEN - NOW SOME 3,600 ANNUALLY - ARE MEMBERS OF THE FOUNDATION. THE NORTH CAROLINA BOTANICAL GARDEN FOUNDATION IS THE GARDEN'S PARTNER IN PRESERVING ECOLOGICALLY IMPORTANT LAND PARCELS ADJACENT TO THE GARDEN AND BEYOND. ACTING AS A LAND TRUST, THE FOUNDATION ACQUIRES AND HOLDS LANDS ADJACENT TO PROTECTED LANDS. ADJACENT LANDS TO MAXIMIZE CONSERVATION BENEFITS; THIS SYSTEMIC APPROACH SUPPORTS BIODIVERSITY AND KEEPS INVASIVE PLANT SPECIES AT BAY. TO ACCOMPLISH THIS GOAL, THE FOUNDATION OWNS AND HOLDS CONSERVATION EASEMENTS ON SEVERAL HUNDRED ACRES OF PROPERTIES. THE FOUNDATION CURRENTLY HOLDS 199 ACRES OF CONSERVATION EASEMENTS AND OWNS 128 ACRES OF NATURE PRESERVES. THE CONSERVATION EASEMENTS ARE ALL ADJACENT TO GARDEN OR FOUNDATION NATURE PRESERVES, WHICH SERVE BOTH AS BUFFER AND AS ADDED NATURAL AREA. THE 92-ACRE MORGAN CREEK PRESERVE INCLUDING MERRITT'S PASTURE IS OWNED BY THE TOWN OF CHAPEL HILL AND IS THE LARGEST CONSERVATION EASEMENT. THE 75-ACRE LAUREL HILL NATURE PRESERVE IS THE LARGEST PROPERTY OWNED FEE SIMPLE BY THE FOUNDATION. GARDEN STAFF MONITOR ALL CONSERVATION EASEMENTS TO ENSURE THAT THE TERMS OF THE AGREEMENT ARE FOLLOWED. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 967082 ACTUAL PAYMENTS MADE TO GARDEN UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 583252 STAFF SUPPORT/DONATED SALARIES