2020-10-21T13:45:13-05:00 2020-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2019-07-01 566086393 UNCG EXCELLENCE FOUNDATION INC UNCG 3363345200 PO BOX 26170 GREENSBORO NC 27402 LAUREN COX ASSISTANT TREASURER 3363345200 2020-10-21 1 JOHN M ROBINSON P01281319 3362944494 2020-10-21 24.172.94.50 2020-10-21 14:44:39 ED P 1272B123C5D42EC6B31D33CACFEAC41D3225F6FD 866808DB35585D4A866690E280F6F2C186C84DCB 2019 2021-01-29 14:40:06Z ROBERT J SHEA JR 1201 SPRING GARDEN STREET GREENSBORO NC 27412 14154973 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. 50 48 0 70 0 0 16541582 5074774 0 0 2427423 3348786 112960 188050 19081965 8611610 5529393 6023693 0 0 0 0 0 89028 89028 1100455 1004762 6629848 7117483 12452117 1494127 155474333 157894356 6868864 6371623 148605469 151522733 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 5988868 5988868 UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS 34825 34825 WEATHERSPOON ARTS FOUNDATION 6023693 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 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 50 48 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 MR ART WINSTEAD JR PRESIDENT 1.00 X X 0 0 0 MS CANDACE S CUMMINGS VICE PRESIDENT 1.00 X X 0 0 0 MS PHAEDRA J GROVE SECRETARY 1.00 X X 0 0 0 MR CHARLES ANTHONY MAIMONE OUTGOING TREASURER 1.00 39.00 X X 0 199357 42447 MR CHARLES LEFFLER TREASURER 0.10 39.90 X X 0 37500 0 MR ROBERT J SHEA JR INCOMING TREASURER 0.10 39.90 X X 0 0 0 MRS KAREN M ARMSTRONG DIRECTOR 1.00 X 0 0 0 MRS DEBRA TURNER BAILEY EMERITUS 1.00 X 0 0 0 MR CHARLES E BETTS DIRECTOR 1.00 X 0 0 0 MRS GAY BOWMAN DIRECTOR 1.00 X 0 0 0 MRS ELIZABETH FARRIOR BUFORD DIRECTOR 1.00 X 0 0 0 MR JASON CALDWELL EX OFFICIO 1.00 X 0 0 0 DR PATRICIA A CHAMINGS 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 J NATHAN DUGGINS III ESQ DIRECTOR 1.00 X 0 0 0 MRS BETH FISCHER EX OFFICIO 1.00 39.00 X 0 273195 41491 MR PARKS FREEZE DIRECTOR 1.00 X 0 0 0 MRS JOAN WILDER GREASON 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 GEORGE GIBBONS HOYLE 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 STEVE ALAN JOYCE JR CHAIR OF FINANCE COMMT. 1.00 X 0 0 0 MRS DOT KEARNS DIRECTOR 1.00 X 0 0 0 MR KIM LYNN KETCHUM EMERITUS 1.00 X 0 0 0 MR KURT WAGNER KRONENFELD DIRECTOR 1.00 X 0 0 0 MR TOM MARTIN DIRECTOR 1.00 X 0 0 0 MRS TERRI MAULTSBY DIRECTOR 1.00 X 0 0 0 MS CHERYL L MCQUEARY EMERITUS 1.00 X 0 0 0 MR TERALD LEVERN MELTON DIRECTOR 1.00 X 0 0 0 MS JENNIFER MORRIS DIRECTOR 1.00 X 0 0 0 MRS CLAIRE BULLOCK NIVER CCP SPHR 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 EMERITUS 1.00 X 0 0 0 MR GARRETT SAAKE EX OFFICIO 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 DIRECTOR 1.00 X 0 0 0 MR MAC SIMS DIRECTOR 1.00 X 0 0 0 MRS CAROLE W SIMMS DIRECTOR 1.00 X 0 0 0 MR DENNIS STEARNS DIRECTOR 1.00 X 0 0 0 MS CARRIE HAGAN STEWART DIRECTOR 1.00 X 0 0 0 MS JEANNE TANNENBAUM DIRECTOR 1.00 X 0 0 0 MRS CAMILLE TOWNSEND DIRECTOR 1.00 X 0 0 0 MS MAGGIE TRIPLETTE DIRECTOR 1.00 X 0 0 0 JANA WAGENSELLER DIRECTOR 1.00 X 0 0 0 0 510052 83938 0 0 1 0 0 5074774 381685 5074774 1865682 1865682 7026396 5543292 1483104 1483104 1483104 71 -71 -71 MISCELLANEOUS INCOME 900099 188121 188121 188121 8611610 0 0 3536836 6023693 6023693 27537 27537 24800 24800 89028 89028 852901 852901 74533 74533 6300 6300 8687 8687 389 389 6780 6780 MISCELLANEOUS 2835 2835 7117483 6023693 1004762 89028 307175 579149 2468160 3058838 101964 109410 456673 19162 739500 739500 739500 13146366 11870628 138254495 141517669 155474333 157894356 437008 190645 6431856 6180978 6868864 6371623 X 10971772 10667607 0 0 137633697 140855126 148605469 151522733 155474333 157894356 X 1494127 2146658 -723521 X 0 1 X 1 0 X X 1 UNCG 566001468 6 1 5799355 0 1 5799355 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 135462485 4356969 4032199 5479935 138371718 117663392 15328251 7577073 5106231 135462485 109773300 2945200 9717043 4772151 117663392 93195299 5322704 15825775 4570478 109773300 98578962 2699731 -4274658 3808736 93195299 0.06200 0.61980 0.31820 0 1 1 739500 739500 739500 CASH AND CASH EQUIVALENTS 4609 F UNITS IN UNCG INVESTMENT FUND 141513060 F 141517669 ANNUITIES PAYABLE 3569286 FUNDS HELD FOR OTHERS 830147 OTHER LIABILITIES 223189 LIABILITIES UNDER UNITRUST AGREEMENTS 1558356 6180978 9181917 2146658 -723521 1423137 7758780 852901 -71 852830 8611610 6264653 71 71 6264582 852901 852901 7117483 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -723,521. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -71. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 71. X X X X X X X 0 SNAVELY ASSOCIATES PO BOX 1139 STATE COLLEGE PA 168041139 CAMPAIGN CONSULTING 0 0 89028 -89028 89028 -89028 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 SPARTAN GOLF 71 SPIRO'S BALL 71 71 -71 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 5988868 EDUCATIONAL SUPPORT WEATHERSPOON ARTS FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 34825 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 CHARLES ANTHONY MAIMONE OUTGOING TREASURER 0 199357 0 0 0 0 0 37779 0 4668 0 241804 0 0 MRS BETH FISCHER EX OFFICIO 0 273195 0 0 0 0 0 35254 0 6237 0 314686 0 0 X 21 381685 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. FORM 990, PART XI, LINE 9: NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -723,521. 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 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 5988868 CASH PAID WEATHERSPOON ARTS FOUNDATION B 34825 CASH PAID THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO P 46677 CASH PAID