2022-02-08T11:43:12-06:00 2021-06-30 560517823 Koonce Wooten & Haywood LLP P O Box 17806 Raleigh NC 276197806 990 2020-07-01 566044358 Aubrey Lee Brooks Foundation AUBR 9195498614 P O Box 13663 Research Triangle Park NC 277093663 ANDREA POOLE Executive Director 9192484642 2022-01-25 1 ANDREA POOLE 999009999 Christopher Duffus P00171587 9197829265 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Andrea Poole P O BOX 14103 RESEARCH TRIANGLE PARK NC 277094103 9292126 0 X SEE STATEMENT X FOUNDATION 1955 NC PROVIDING SCHOLARSHIPS TO THREE NORTH CAROLINA UNIVERSITIES 10 10 0 0 2051220 0 0 0 0 0 1256720 2476084 0 0 1256720 2476084 850719 805092 0 0 0 0 0 0 0 152931 341504 1003650 1146596 253070 1329488 30338718 37880958 0 0 30338718 37880958 TO PROMOTE THE EDUCATION OF DESERVING YOUTH FROM A 14-COUNTY AREA OF NORTH CAROLINA BY PROVIDING SCHOLARSHIPS AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, NORTH CAROLINA STATE UNIVERSITY IN RALEIGH, OR THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO. 0 0 805092 805092 PROVIDED 65 STUDENTS WITH SCHOLARSHIP FUNDS THROUGH THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL, NORTH CAROLINA STATE UNIVERSITY IN RALEIGH, AND THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO. 805092 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 0 0 0 X Andrea Poole 9192484672 NCSEAA PO Box 14103 Research Triangle Park NC 277094103 X SHERRILL M LYBROOK TRUSTEE 0.00 X 0 0 0 HELEN E BROOKS TRUSTEE 0.00 X 0 0 0 PHYLLIS BROOKS TRUSTEE 0.00 X 0 0 0 JAMES TAYLOR BROOKS JR TRUSTEE 0.00 X 0 0 0 KEVIN GUSKIEWICZ TRUSTEE 0.00 X 0 0 0 MEREDITH R MCCULLEN TRUSTEE 0.00 X 0 0 0 JENNIFER HAYGOOD TRUSTEE 0.00 X 0 0 0 WILLIAM R WOODSON TRUSTEE 0.00 X 0 0 0 FRANKLIN D GILLIAM JR TRUSTEE 0.00 X 0 0 0 PETER HANS TRUSTEE 0.00 X 0 0 0 ANDREA POOLE SECRETARY & DIRECTOR 0.00 X 0 0 0 ELIZABETH MCDUFFIE FORMER SECRETARY & DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 2051220 2051220 7240906 6816042 424864 424864 424864 2476084 0 2051220 424864 805092 805092 2600 2600 158880 158880 2024 2024 ADMINISTRATIVE EXPENSE 178000 178000 1146596 805092 341504 0 319795 482455 30015207 37392383 3716 6120 30338718 37880958 0 0 X 30338718 37880958 30338718 37880958 30338718 37880958 1329488 6212752 0 X 1 X 0 0 0 X X 3 NC STATE UNIVERSITY 566000756 2 1 304019 0 UNC-CHAPEL HILL 566001393 2 1 326115 0 UNC-GREENSBORO 566001468 2 1 174958 0 3 805092 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 30338718 8688836 805092 4624 336880 37880958 30656542 685826 850719 7520 145411 30338718 29968471 1828665 962665 5815 172114 30656542 28368425 2622469 857438 4214 160771 29968471 26271633 3090909 841963 5788 146366 28368425 0.02621 0.97379 1 0 0 FORM 990, SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUND IS THE SOLE MEANS OF REVENUE OF THE FOUNDATION. IT IS INTENDED TO GENERATE ENOUGH INCOME TO SUPPORT THE OPERATIONS OF THE FOUNDATION EACH YEAR, AND ALSO TO PROVIDE GROWTH TO OFFSET FUTURE INFLATION. 1 SCHOLARSHIPS TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 26 326115 SCHOLARSHIPS TO NORTH CAROLINA STATE UNIVERSITY 25 304019 SCHOLARSHIPS TO THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 14 174958 Part I, Line 2: COUNTY COMMITTEES CHOOSE SCHOLARSHIP RECIPIENTS BASED ON FINANCIAL NEED, MERIT, LEADERSHIP, CHARACTER, AND THE WILL OF THE RECIPIENT TO HELP HIMSELF OR HERSELF PREPARE FOR A CAREER AS A USEFUL AND INFORMED CITIZEN. THESE COMMITTEES ARE OVERSEEN BY A CENTRAL COMMITTEE COMPOSED OF SCHOLARSHIP, FINANCIAL AND ENROLLMENT SPECIALISTS FROM THE THREE UNIVERSITIES. TUITION PAYMENTS ARE DISBURSED DIRECTLY TO THE UNIVERSITIES. EACH UNIVERSITY MONITORS THEIR SCHOLARSHIP RECIPIENTS FOR CONTINUING ELIGIBILITY IN TERMS OF FINANCIAL NEED, FULL-TIME ENROLLMENT, AN ACCEPTABLE CUMULATIVE GRADE POINT AVERAGE, AND GOOD CITIZENSHIP. SCHOLARSHIP PAYMENTS FOR A ONE-TIME COMPUTER ALLOWANCE AND FOR SUMMER INTERNSHIPS, RESEARCH OR STUDY ABROAD ARE MONITORED BY THE NORTH CAROLINA STATE EDUCATION ASSISTANCE AUTHORITY THROUGH EXAMINATION OF RECEIPTS, TIME SHEETS SIGNED BY THE EMPLOYER, PROGRAM COSTS AND BUDGETS PUBLISHED BY THE SPONSORING SCHOOL, AND OTHER EVIDENCIARY MATERIAL. Form 990, Part VI, Section A, line 2 FOUR MEMBERS OF THE BOARD OF TRUSTEES ARE GRANDCHILDREN OF THE ORIGINAL DONOR WHO CREATED THE FOUNDATION. Form 990, Part VI, Section A, line 8a THE BOARD OF TRUSTEES OF THE FOUNDATION DID NOT MEET DURING THE YEAR ENDED JUNE 30, 2021. Form 990, Part VI, Section B, line 11b FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER UPON FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, line 12c ALL TRUSTEES OF THE FOUNDATION ARE REMINDED ANNUALLY THAT THEY MUST DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST TO THE BOARD. IN ADDITION, THE TRUSTEES ARE REQUIRED TO SIGN A WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. Form 990, Part VI, Section C, line 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 FOR THE PAST THREE YEARS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE NORTH CAROLINA STATE EDUCATION ASSISTANCE AUTHORITY WHICH PROVIDES CENTRAL ADMINISTRATION FOR THE FOUNDATION. Form 990, Part VII Contact Addresses for Officers, Directors, Etc KEVIN GUSKIEWICZ - THE UNIVERSITY OF NORTH CAROLINA P.O. BOX 2688, CHAPEL HILL, NC 27515-2688. MEREDITH R. MCCULLEN - THE UNIVERSITY OF NORTH CAROLINA P.O. BOX 2688, CHAPEL HILL, NC 27515-2688. JENNIFER HAYGOOD - THE UNIVERSITY OF NORTH CAROLINA P.O. BOX 2688, CHAPEL HILL, NC 27515-2688. WILLIAM R. WOODSON - NC STATE UNIVERSITY CAMPUS BOX 7001, RALEIGH, NC 27695-7001. FRANKLIN D. GILLIAM, JR. - UNC GREENSBORO, 303 MOSSMAN BUILDING, GREENSBORO, NC 27402-6170. PETER HANS - THE UNIVERSITY OF NORTH CAROLINA P.O. BOX 2688, CHAPEL HILL, NC 27515-2688. FORM 990, PART 1, LINE J ALTHOUGH THE FOUNDATION DOES NOT MAINTAIN ITS OWN WEBSITE, INFORMATION ABOUT THE SCHOLARSHIPS OFFERED BY THE FOUNDATION CAN BE FOUND AT THE FOLLOWING WEB ADDRESS: www.ncseaa.edu/brooks.htm