2022-11-15T15:59:38-06:00 2022-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2021-07-01 566086393 UNCG EXCELLENCE FOUNDATION INC UNCG 3363345200 PO BOX 26170 GREENSBORO NC 27402 ROBERT J SHEA JR TREASURER 3363345200 2022-11-15 1 ROBERT SHEA JR 999009999 JOHN M ROBINSON P01281319 3362944494 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROBERT J SHEA JR 1201 SPRING GARDEN STREET GREENSBORO NC 27412 15482139 0 X N/A X 1966 NC THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 38 36 0 57 0 0 7701978 5401662 0 0 3361092 6845066 41019 20343 11104089 12267071 7390249 7062093 0 0 0 0 0 120449 120449 1282007 1520213 8672256 8702755 2431833 3564316 201510007 187420574 6342509 5143775 195167498 182276799 X THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 0 0 6928570 6928570 UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS 133523 133523 WEATHERSPOON ARTS FOUNDATION 7062093 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 38 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X ROBERT J SHEA JR 3363345200 254 MOSSMAN BUILDING GREENSBORO NC 27412 MRS BETH FISCHER PRESIDENT/EX OFFFICIO 1.00 39.00 X X 0 272923 42340 MR STEVE ALAN JOYCE JR CHAIR 1.00 X X 0 0 0 MS PHAEDRA J GROVE VICE CHAIR 1.00 X X 0 0 0 MR TERALD LEVERN MELTON SECRETARY 1.00 X X 0 0 0 MR ROBERT J SHEA JR TREASURER/EX OFFICIO 0.10 39.90 X X 0 276849 60704 MRS DEBRA TURNER BAILEY DIRECTOR 1.00 X 0 0 0 MRS GAY BOWMAN DIRECTOR 1.00 X 0 0 0 MR JASON CALDWELL DIRECTOR 1.00 X 0 0 0 DR PATRICIA A CHAMINGS DIRECTOR 1.00 X 0 0 0 MR BRYAN CHAPMAN DIRECTOR 1.00 X 0 0 0 MR DOUG COPELAND DIRECTOR 1.00 X 0 0 0 MR DAVID B CRAFT DIRECTOR 1.00 X 0 0 0 MR HANK CUNNINGHAM JR DIRECTOR 1.00 X 0 0 0 MR PARKS FREEZE DIRECTOR 1.00 X 0 0 0 MRS CAROLYN THROCKMORTON GREEN DIRECTOR 1.00 X 0 0 0 MRS LINDA HIGGINS DIRECTOR 1.00 X 0 0 0 MR JOE HUGHES DIRECTOR 1.00 X 0 0 0 MRS LISA JOHNSON DIRECTOR 1.00 X 0 0 0 MRS CELIA GORMELDA JOLLEY DIRECTOR 1.00 X 0 0 0 MR KIM LYNN KETCHUM DIRECTOR 1.00 X 0 0 0 MR KURT WAGNER KRONENFELD DIRECTOR 1.00 X 0 0 0 MRS TERRI MAULTSBY EMERITUS 1.00 X 0 0 0 MS CHERYL L MCQUEARY DIRECTOR 1.00 X 0 0 0 MS JENNIFER MORRIS DIRECTOR 1.00 X 0 0 0 MR BRAD MORTON DIRECTOR 1.00 X 0 0 0 MRS CLAIRE BULLOCK NIVER CCP SPHR EMERITUS 1.00 X 0 0 0 MS DOLORES PAYLOR DIRECTOR 1.00 X 0 0 0 DR JUDY PENNY DIRECTOR 1.00 X 0 0 0 MR DALE S PHIPPS DIRECTOR 1.00 X 0 0 0 MRS CAROLYNN JEAN RICE DIRECTOR 1.00 X 0 0 0 DR JOANNE SAFRIT DIRECTOR 1.00 X 0 0 0 MRS LEIGH SEAGER DIRECTOR 1.00 X 0 0 0 DR SARAH SHOFFNER DIRECTOR 1.00 X 0 0 0 DR PAULA MYRICK SHORT EMERITUS 1.00 X 0 0 0 MRS CAROLE W SIMMS DIRECTOR 1.00 X 0 0 0 MR MAC SIMS DIRECTOR 1.00 X 0 0 0 MS CAMILLE TOWNSEND DIRECTOR 1.00 X 0 0 0 MS JANA WAGENSELLER DIRECTOR 1.00 X 0 0 0 0 549772 103044 0 0 1 0 SNAVELY ASSOCIATES PO BOX 1139 STATE COLLEGE PA 16804 CRAFTING CAMPAIGN MESSAGES 120449 1 5850 5395812 778515 5401662 2058472 2058472 8001662 3215068 4786594 4786594 4786594 5850 5850 0 5850 5850 MISCELLANEOUS INCOME 900099 14493 14493 14493 12267071 0 0 6865409 7062093 7062093 20773 20773 120449 120449 965645 965645 223896 223896 208679 208679 6167 6167 32500 32500 578 578 7587 7587 MISCELLANEOUS 54388 54388 8702755 7062093 1520213 120449 267877 265890 3105502 2259246 114328 251680 100072 2487 739500 739500 739500 13602013 9962917 183580715 173938854 201510007 187420574 86841 88390 6255668 5055385 6342509 5143775 X 13098059 11140933 0 0 182069439 171135866 195167498 182276799 201510007 187420574 3564316 -16455015 0 X 0 1 X 1 0 X X 1 UNCG 566001468 6 1 6928570 0 1 6928570 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181562777 5028849 -8295573 6928570 171367483 138371718 7168560 43317886 7295387 181562777 135462485 4356969 4032199 5479935 138371718 117663392 15328251 7577073 5106231 135462485 109773300 2945200 9717043 4772151 117663392 0.05970 0.58130 0.35900 0 1 1 739500 739500 739500 CASH AND CASH EQUIVALENTS 209192 F UNITS IN UNCG INVESTMENT FUND 173729662 F 173938854 ANNUITIES PAYABLE 2696976 FUNDS HELD FOR OTHERS 1240658 OTHER LIABILITIES 45634 LIABILITIES UNDER UNITRUST AGREEMENTS 1072117 5055385 -5153589 -16455015 -16455015 11301426 965645 965645 12267071 7737110 0 7737110 965645 965645 8702755 PART V, LINE 4: THE MAJORITY OF THE ORGANIZATION'S ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET AS WELL AS CHANCELLOR DISCRETIONARY FUNDING. X X X X X X X 0 SNAVELY ASSOCIATES PO BOX 1139 STATE COLLEGE PA 168041139 CRAFTING CAMPAIGN MESSAGES 0 6451157 120449 6330708 6451157 120449 6330708 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 6928570 0 EDUCATIONAL SUPPORT WEATHERSPOON ARTS FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 133523 0 EDUCATIONAL SUPPORT 2 0 PART I, LINE 2: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE, DEPARTMENTS THEN USE THE FUNDS AS THE ENDOWMENT RESTRICTS UNCG'S FINANCIAL SERVICES DEPARTMENT ASSURES THAT FUNDS EXPENDED FOLLOW THE DONOR RESTRICTIONS. 0 0 0 0 0 0 0 0 0 MR ROBERT J SHEA JR TREASURER/EX OFFICIO 0 276369 0 480 0 0 0 60704 0 0 0 337553 0 0 MRS BETH FISCHER PRESIDENT/EX OFFFICIO 0 263443 0 9480 0 0 0 36066 0 6274 0 315263 0 0 X 39 778515 PUBLISHED PRICE 0 1 1 PART I, LINE 32B: SECURITIES ARE SOLD BY BROKER FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEW 990 ELECTRONICALLY PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B THE ENTITY HAS NO EMPLOYEES AND AS SUCH DOES NOT HAVE COMPENSATION POLICIES. UNCG, A RELATED PARTY, PAYS THE COMPENSATION SHOWN ON PART VII AND DOES HAVE COMPENSATION REVIEW POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1201 SPRING GARDEN STREET GREENSBORO NC 27403 566001468 EDUCATION NC GOVERNMENTAL 0 THE UNIVERSITY OF NORTH CAROLINA WEATHERSPOON ARTS FOUNDATION 1201 SPRING GARDEN STREET GREENSBORO NC 27403 581852178 FUNDRAISING NC 501(C)(3) LINE 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 582005976 INVESTMENT NC 501(C)(3) LINE 12B, II THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 CAPITAL FACILITIES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 202483538 BUILDING SUPPORT NC 501(C)(3) LINE 12B, II THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 6928570 CASH PAID WEATHERSPOON ARTS FOUNDATION B 133523 CASH PAID THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO P 54810 CASH PAID