UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380 (EIN 56-0934173)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-12-16
IRS object ID
202113509349300306
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-16T07:49:19-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561304727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560934173EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNC LAW FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNCLBusinessNameControlTxt
Phone9194450187PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ATTN JEN CLARK CB 3380AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP275993380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN H BRINKLEYPersonNm
Person TitleDEAN AND SECRETARY/TREASURERPersonTitleTxt
Phone9194450187PhoneNum
Signature2021-12-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTINPersonFirstNm
Person LastBRINKLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN MCDUFFIEPreparerPersonNm
PTINP00098611PTIN
Phone9199428700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARTIN H BRINKLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ATTN JEN CLARK CB 3380AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP275993380ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,070,359GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTO 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 Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,909,940PYContributionsGrantsAmt
CY Contributions Grants$7,052,866CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$101,329PYInvestmentIncomeAmt
CY Investment Income$7,696CYInvestmentIncomeAmt
PY Other Revenue-$7,339PYOtherRevenueAmt
CY Other Revenue$8,164CYOtherRevenueAmt
PY Total Revenue$3,003,930PYTotalRevenueAmt
CY Total Revenue$7,068,726CYTotalRevenueAmt
PY Grants And Similar Paid$2,566,556PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,627,976CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$136,778PYOtherExpensesAmt
CY Other Expenses$94,439CYOtherExpensesAmt
PY Total Expenses$2,703,334PYTotalExpensesAmt
CY Total Expenses$2,722,415CYTotalExpensesAmt
PY Revenues Less Expenses$300,596PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,346,311CYRevenuesLessExpensesAmt
Total Assets BOY$68,977,645TotalAssetsBOYAmt
Total Assets EOY$96,363,557TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$68,977,645NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,363,557NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,627,976ExpenseAmt
Grant$2,627,976GrantAmt
DescTHE 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$2,627,976TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER CLARKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9198431170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 RIDGE ROAD CB3380AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP275993380ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ELIZABETH JEAN BOWER
MEMBER0.10Yes (X)$0$0$0
MARY GILL CAMPBELL
MEMBER0.10Yes (X)$0$0$0
RICHARD LEE FARLEY
MEMBER0.10Yes (X)$0$0$0
KEVIN DWAN HOWELL
MEMBER0.10Yes (X)$0$0$0
GARY M LONDON
MEMBER0.10Yes (X)$0$0$0
M SCOTT PEELER
MEMBER0.10Yes (X)$0$0$0
CHARLES T PLAMBECK
MEMBER0.10Yes (X)$0$0$0
WILSON L WHITE
MEMBER0.10Yes (X)$0$0$0
ANGELA MARIE XENAKIS
MEMBER0.10Yes (X)$0$0$0
KAREN ANN POPP
EX-OFFICIO: MEMBER0.10Yes (X)$0$0$0
TRACY SCHAEFER CALDER
VICE PRESIDENT0.10Yes (X)$0$0$0Yes (X)
M ANN COX
PRESIDENT AND CHAIRMAN0.10Yes (X)$0$0$0Yes (X)
MARTIN HAL BRINKLEY
EX-OFFICIO: DEAN AND SECRETARY/TREASURER2.00Yes (X)$0$405,789$46,390Yes (X)38.00
JENNIFER CLARK
ASSISTANT DEAN FOR FINANCE AND ASSISTANT TREASURER10.00$0$107,689$43,542Yes (X)30.00
DEIRDRE GORDON
ASSOCIATE DEAN OF DEVELOPMENT AND ASSISTANT SECRET20.00$0$163,948$34,975Yes (X)20.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$677,426TotReportableCompRltdOrgAmt
Total Other Compensation$124,907TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$7,052,866AllOtherContributionsAmt
Noncash Contributions$1,027,124NoncashContributionsAmt
Total Contributions$7,052,866TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,561TotalRevenueColumnAmt
Exclusion$7,561ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,768SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,633SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$135SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$135TotalRevenueColumnAmt
Related Or Exempt Func Income$135RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$8,164TotalRevenueColumnAmt
Exclusion$8,164ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,164OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,068,726TotalRevenueColumnAmt
Related Or Exempt Func Income$135RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,725ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,627,976TotalAmt
Program Services$2,627,976ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$73,727TotalAmt
Management And General$73,727ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,678TotalAmt
Management And General$18,678ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISC EXPENSEDesc
Total$2,034TotalAmt
Management And General$2,034ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,722,415TotalAmt
Program Services$2,627,976ProgramServicesAmt
Management And General$94,439ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$71,226BOYAmt
EOY$70,624EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,414,255BOYAmt
EOY$14,561,124EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,677,085BOYAmt
EOY$3,985,141EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$54,774,282BOYAmt
EOY$77,660,258EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,797BOYAmt
EOY$86,410EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$68,977,645BOYAmt
EOY$96,363,557EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,196,127BOYAmt
EOY$10,929,623EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$60,781,518BOYAmt
EOY$85,433,934EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,977,645BOYAmt
EOY$96,363,557EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$68,977,645BOYAmt
EOY$96,363,557EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,346,311ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$23,095,921NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$56,320OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,162,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,532,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,572,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,024,940CurrentTaxYearMinus1YearAmt
Current Tax Year$7,052,866CurrentTaxYearAmt
Total$26,346,094TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,162,986CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,532,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,572,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,024,940CurrentTaxYearMinus1YearAmt
Current Tax Year$7,052,866CurrentTaxYearAmt
Total$26,346,094TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,026,631SubstantialContributorsTotAmt
Public Support Total170$21,319,463PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,194CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$154,639CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,329CurrentTaxYearMinus1YearAmt
Current Tax Year$7,561CurrentTaxYearAmt
Total$380,623TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$7,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,793CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,916CurrentTaxYearMinus1YearAmt
Current Tax Year$8,164CurrentTaxYearAmt
Total$31,166TotalAmt
FieldValueIRS element (for citing)
Total Support$26,757,883TotalSupportAmt
Public Support CY1700.79680PublicSupportCY170Pct
Public Support PY1700.82870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2017 AMOUNT: $ 7,293. 2018 AMOUNT: $ 8,793. 2019 AMOUNT: $ 6,916. 2020 AMOUNT: $ 8,164.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,546,922BeginningYearBalanceAmt
Contributions$2,182,819ContributionsAmt
Investment Earnings Or Losses$22,284,585InvestmentEarningsOrLossesAmt
Other Expenditures$1,951,545OtherExpendituresAmt
End Year Balance$79,062,781EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$56,620,021BeginningYearBalanceAmt
Contributions$1,137,746ContributionsAmt
Investment Earnings Or Losses$768,761InvestmentEarningsOrLossesAmt
Other Expenditures$1,979,607OtherExpendituresAmt
End Year Balance$56,546,922EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,937,473BeginningYearBalanceAmt
Contributions$1,137,608ContributionsAmt
Investment Earnings Or Losses$3,573,935InvestmentEarningsOrLossesAmt
Other Expenditures$2,028,995OtherExpendituresAmt
End Year Balance$56,620,021EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,450,779BeginningYearBalanceAmt
Contributions$6,136,644ContributionsAmt
Investment Earnings Or Losses$5,053,756InvestmentEarningsOrLossesAmt
Other Expenditures$2,703,706OtherExpendituresAmt
End Year Balance$53,937,473EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,811,793BeginningYearBalanceAmt
Contributions$1,201,945ContributionsAmt
Investment Earnings Or Losses$5,061,026InvestmentEarningsOrLossesAmt
Other Expenditures$2,216,802OtherExpendituresAmt
Administrative Expenses$407,183AdministrativeExpensesAmt
End Year Balance$45,450,779EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.03000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.60200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescUNC INVESTMENT FUNDDesc
Book Value$77,660,258BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$77,660,258TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$31,039,383TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$23,095,921NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$874,736DonatedServicesAndUseFcltsAmt
Revenue Not Reported$23,970,657RevenueNotReportedAmt
Revenue Subtotal$7,068,726RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,068,726TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,653,471TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$874,736DonatedServicesUseFcltsAmt
Other Expenses Included$56,320OtherExpensesIncludedAmt
Expenses Not Reported$931,056ExpensesNotReportedAmt
Expenses Subtotal$2,722,415ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,722,415TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 260 INDIVIDUALS 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 56,320.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Recipient EIN566001393RecipientEIN
IRC Section501 (C)(3)IRCSectionDesc
Cash Grant$2,627,976CashGrantAmt
Purpose Of GrantSUPPORT FOR THE UNC LAW SCHOOL.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationSCHOLARSHIP 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

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARTIN HAL BRINKLEY
EX-OFFICIO: DEAN AND SECRETARY/TREAS$0$405,459$0$0$0$330$0$38,789$0$7,601$0$452,179$0$0
DEIRDRE GORDON
ASSOCIATE DEAN OF DEVELOPMENT AND AS$0$163,108$0$0$0$840$0$22,747$0$12,228$0$198,923$0$0
JENNIFER CLARK
ASSISTANT DEAN FOR FINANCE AND ASSIS$0$107,689$0$0$0$0$0$24,905$0$18,637$0$151,231$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationALL EXPENSES ARE CONDUCTED WITH AN ACCOUNTABILITY PLAN WITH THE EXCEPTION OF A MONTHLY PHONE STIPEND THAT IS DETERMINED BY UNC POLICY 1269.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution38ContributionCnt
Noncash Contributions Rpt F990$1,027,124NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE WHO MAKE A REPORT TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CBOARD 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 15THE 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 19GOVERNING 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 -56,320.
PART XII, LINE 2CPER 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

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 E CAMERON AVENUEAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
EIN566001393EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateNCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 6PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
O$874,736STAFF SUPPORT DONATED
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B$2,627,976GIFTS TO THE SCHOOL

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.