2019-11-14T11:56:51-06:00 2019-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2018-07-01 566086393 UNCG EXCELLENCE FOUNDATION INC UNCG 3363345200 PO BOX 26170 GREENSBORO NC 27402 LAUREN COX ASSISTANT TREASURER 3363345200 2019-11-14 1 JOHN M ROBINSON P01281319 3362944494 2019-11-13 12.198.32.162 2019-11-14 11:27:24 ES P BC3429F05444A301C08C221634F5712AD38DAD17 3702D7F49CA1E72190AAD8547EB6C68D172F1899 2018 2020-03-31 21:24:44Z CHARLES LEFFLER 1201 SPRING GARDEN STREET GREENSBORO NC 27412 26282879 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. 52 50 0 50 0 0 3927202 16541582 0 0 4664269 2427423 65812 112960 8657283 19081965 5082579 5529393 0 0 0 0 0 0 0 591580 1100455 5674159 6629848 2983124 12452117 136691479 155474333 6507401 6868864 130184078 148605469 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 5368613 5368613 UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS 160780 160780 WEATHERSPOON ARTS FOUNDATION 5529393 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 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 1 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 52 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X CHARLES LEFFLER 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 BETH FISCHER EX OFFICIO 1.00 39.00 X X 0 131576 10251 MR CHARLES ANTHONY MAIMONE EX OFFICIO 1.00 39.00 X X 0 262775 53427 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 DR WILLIAM F BLACK EMERITUS 1.00 X 0 0 0 ELISHA GUTLOFF EX OFFICIO 1.00 X 0 0 0 MRS GAY BOWMAN DIRECTOR 1.00 X 0 0 0 MR DAVID LEONARD BROWN DIRECTOR 1.00 X 0 0 0 MRS ELIZABETH FARRIOR BUFORD DIRECTOR 1.00 X 0 0 0 MR CHAD E CHEEK EX OFFICIO 1.00 X 0 0 0 DR PATRICIA A CHAMINGS DIRECTOR 1.00 X 0 0 0 MR CLYDE COLLINS JR 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 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 MS PHAEDRA J GROVE DIRECTOR 1.00 X 0 0 0 MR JOHN C HARLOW DIRECTOR 1.00 X 0 0 0 MR GEORGE GIBBONS HOYLE DIRECTOR 1.00 X 0 0 0 MR STEVE ALAN JOYCE JR CHAIR OF FINANCE COMMT. 1.00 X 0 0 0 MR JOE HUGHES DIRECTOR 1.00 X 0 0 0 MRS CELIA GORMELDA JOLLEY DIRECTOR 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 BILL MANGUM JR DIRECTOR 1.00 X 0 0 0 MR TOM MARTIN 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 MRS CLAIRE BULLOCK NIVER CCP SPHR DIRECTOR 1.00 X 0 0 0 MR JUSTIN OUTLING DIRECTOR 1.00 X 0 0 0 MRS CORA OUTLING 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 DR JOANNE SAFRIT DIRECTOR 1.00 X 0 0 0 MRS LEIGH SEAGER 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 394351 63678 0 0 1 0 0 40794 10043085 6457703 14028126 16541582 920480 920480 8644152 7137209 1506943 1506943 1506943 120945 40794 63705 57240 57240 MISCELLANEOUS INCOME 900099 55720 55720 55720 19081965 0 0 2540383 5529393 5529393 13515 13515 52463 52463 746665 746665 78647 78647 15983 15983 91902 91902 950 950 6076 6076 7142 7142 MISCELLANEOUS 87112 87112 6629848 5529393 1100455 0 221707 307175 1971656 2468160 124489 101964 303592 456673 739500 739500 739500 13113022 13146366 120217513 138254495 136691479 155474333 174822 437008 6332579 6431856 6507401 6868864 X 9086067 10971772 0 0 121098011 137633697 130184078 148605469 136691479 155474333 X 12452117 6186522 -217248 X 0 1 X 1 0 X X 1 UNCG 566001468 6 1 5368613 0 1 5368613 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 117663392 15328251 7577073 5106231 135462485 109773300 2945200 9717043 4772151 117663392 93195299 5322704 15825775 4570478 109773300 98578962 2699731 -4274658 3808736 93195299 99301348 2672173 -588055 2806504 98578962 0.06380 0.60140 0.33480 0 1 1 739500 739500 739500 CASH AND CASH EQUIVALENTS 13268 F UNITS IN UNCG INVESTMENT FUND 138241227 F 138254495 ANNUITIES PAYABLE 4145001 FUNDS HELD FOR OTHERS 398008 OTHER LIABILITIES 30235 LIABILITIES UNDER UNITRUST AGREEMENTS 1858612 6431856 10119247 6186522 -217248 5969274 4149973 746665 14185327 14931992 19081965 5565346 63705 63705 5501641 746665 381542 1128207 6629848 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 IN INTEREST AGREEMENT -217,248. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -63,705. NET ASSETS CONTRIBUTED DUE TO MERGER 13,867,490. ADJUSTMENT TO CONTRIBUTION REVENUE FOR GRANTS PAID 381,542. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 63,705. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADJUSTMENT TO GRANTS PAID FROM CONTRIBUTION REVENUE 381,542. SPARTAN GOLF 10188 5094 5094 3462 5878 6198 413 SPIRO'S BALL 151551 35700 115851 23543 350 21275 2586 161739 40794 120945 27005 6228 27473 2999 63705 57240 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 5368613 EDUCATIONAL SUPPORT WEATHERSPOON ARTS FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 160780 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 EX OFFICIO 0 262775 0 0 0 0 0 47423 0 6004 0 316202 0 0 X 13 138768 PUBLISHED PRICE X NET ASSETS 1 13867490 BOOK VALUE X SPARTAN GOLF 1 21868 FMV 0 1 1 PART I, COLUMN (B): THE BOARD OF DIRECTORS OF UNCG EXCELLENCE FOUNDATION, INC., HUMAN ENVIRONMENTAL SCIENCES FOUNDATION, INCORPORATED, WEATHERSPOON ART MUSEUM ASSOCIATION, AND THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO, INC. PASSED A RESOLUTION EFFECTIVE JULY 1, 2018 TO MERGE THE ORGANIZATIONS. AS PART OF THE MERGER, HUMAN ENVIRONMENTAL SCIENCES FOUNDATION, INCORPORATED, WEATHERSPOON ART MUSEUM ASSOCIATION, AND THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO, INC. TRANSFERRED ALL OF THEIR NET ASSETS TO UNCG EXCELLENCE FOUNDATION, INC. AND UNCG EXCELLENCE FOUNDATION, INC. WILL ASSUME ALL OUTSTANDING OBLIGATIONS OF HUMAN ENVIRONMENTAL SCIENCES FOUNDATION, INCORPORATED, WEATHERSPOON ART MUSEUM ASSOCIATION, AND THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO, INC. 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 -217,248. 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 UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION 1201 SPRING GARDEN STREET GREENSBORO NC 27403 237160700 FUNDRAISING/SCHOLARSHIP 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 5368613 CASH PAID WEATHERSPOON ARTS FOUNDATION B 160780 CASH PAID UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION C 10043085 CASH PAID