NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC (EIN 56-6076622)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-15
- IRS object ID
- 201940469349301914
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-15T14:16:22-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566076622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTANICAL GARDEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOTA | BusinessNameControlTxt |
| Phone | 9199620522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS BOX 3375 EDUCATION CENTER | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAREY DURHAM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9199620522 | PhoneNum |
| Signature | 2019-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN MCDUFFIE | PreparerPersonNm |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.20.211.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-13 | IPDt |
| IP Tm | 08:25:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 329BFCFD1143E3AD02951168669161DDD2524FD0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27D9A2999BDA76CE66B32FB103B126B13DF3FCF3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAREY DURHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS BOX 3375 EDUCATION CENTER | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,653,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NCBG.UNC.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1199 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,191,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,158,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $219,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,079 | PYOtherRevenueAmt |
| CY Other Revenue | $58,282 | CYOtherRevenueAmt |
| PY Total Revenue | $1,316,145 | PYTotalRevenueAmt |
| CY Total Revenue | $1,436,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $890,622 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $640,074 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $191,794 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $206,692 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $439,286 | PYOtherExpensesAmt |
| CY Other Expenses | $278,565 | CYOtherExpensesAmt |
| PY Total Expenses | $1,521,702 | PYTotalExpensesAmt |
| CY Total Expenses | $1,121,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$205,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $314,543 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,729,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,524,268 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,610 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,723,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,497,658 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSES AND OBJECTIVES OF CONSERVATION, SCIENTIFIC INVESTIGATION, TEACHING, PUBLIC RECREATION, AND THE ACCUMULATION AND DISSEMINATION OF KNOWLEDGE OF THE NATURAL HERITAGE OF NC AND THE SOUTHEASTERN U.S. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $770,198 | ExpenseAmt |
| Grant | $640,074 | GrantAmt |
| Desc | GARDEN IMPROVEMENTS & OPERATIONS-DEVELOPMENT OF COMMON AREAS TO INCLUDE RARE PLANT SPECIES AND TO ACCUMULATE AND DISSEMINATE KNOWLEDGE OF THE NATURAL HERITAGE OF NORTH CAROLINA AND THE SOUTHEASTERN UNITED STATES. | Desc |
| Total Program Service Expenses | $770,198 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HICKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199629459 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CAMPUS BOX 3375 - EDUCATION CENTER | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| NATHAN BYRD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUKE HENTHORNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FLORENCE PEACOCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK PENTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM G ROSS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER F THOMPSON III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL F CALLAWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRIET W MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY G NEILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BENNETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BROAD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIENNE ARTHUR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BO HOWES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYSANDRA WEBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE BURNS | ||||||
| DIRECTOR (FROM 1/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM HEAVNER | ||||||
| DIRECTOR (FROM 1/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES JOSLIN | ||||||
| DIRECTOR (FROM 1/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM PICK | ||||||
| DIRECTOR (FROM 1/1/18) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COTTON BRYAN | ||||||
| DIRECTOR (THRU 12/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WANDA G BRYANT | ||||||
| DIRECTOR (THRU 12/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA M CAIN | ||||||
| DIRECTOR (THRU 12/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WILSON | ||||||
| DIRECTOR (THRU 12/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY COBEY | ||||||
| DIRECTOR (THRU 12/31/17) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL TRESOLINI | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $213,278 | $46,057 | |
| THOMAS W EARNHARDT | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY FITCH | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA M CAIN | ||||||
| VICE PRESIDENT (FROM 1/1/18) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MISSY RANKIN | ||||||
| VICE PRESIDENT (TO 12/31/17)& DIRECTOR (AT 1/1/18) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNY ROUTH | ||||||
| SECRETARY (FROM 1/1/18) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANET DEAN | ||||||
| SECRETARY (THRU 12/31/17)/DIRECTOR (FROM 1/1/18) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CAREY DURHAM | ||||||
| TREASURER (FROM 1/1/18) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN A RICH | ||||||
| TREASURER (THRU 12/31/17) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAMON WAITT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $169,296 | $28,231 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $382,574 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $41,613 | FundraisingAmt |
| All Other Contributions | $1,117,222 | AllOtherContributionsAmt |
| Noncash Contributions | $234,210 | NoncashContributionsAmt |
| Total Contributions | $1,158,835 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,851 | TotalRevenueColumnAmt |
| Exclusion | $11,851 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,101 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,641 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$11,540 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,540 | TotalRevenueColumnAmt |
| Exclusion | -$11,540 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $390,050 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $182,501 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $207,549 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,549 | TotalRevenueColumnAmt |
| Exclusion | $207,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,613 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,705 | TotalRevenueColumnAmt |
| Exclusion | -$1,705 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $71,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,527 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $71,527 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,436,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,527 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $206,155 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,074 | TotalAmt |
| Program Services | $640,074 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,335 | TotalAmt |
| Management And General | $21,907 | ManagementAndGeneralAmt |
| Fundraising | $181,428 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,056 | TotalAmt |
| Program Services | $48,059 | ProgramServicesAmt |
| Management And General | $22,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,505 | TotalAmt |
| Management And General | $3,505 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,061 | TotalAmt |
| Program Services | $41,939 | ProgramServicesAmt |
| Management And General | $43,192 | ManagementAndGeneralAmt |
| Fundraising | $19,930 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,028 | TotalAmt |
| Program Services | $14,856 | ProgramServicesAmt |
| Management And General | $2,837 | ManagementAndGeneralAmt |
| Fundraising | $3,335 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,514 | TotalAmt |
| Program Services | $995 | ProgramServicesAmt |
| Management And General | $6,867 | ManagementAndGeneralAmt |
| Fundraising | $652 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,629 | TotalAmt |
| Management And General | $2,629 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $50,918 | $21,905 | $27,666 | $1,347 |
| PROPERTY TAX | $6,319 | $6,319 | ||
| HONORARIA | $4,605 | $2,272 | $2,333 | |
| REPAIRS AND MAINTENANCE | $2,810 | $98 | $2,712 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120 | TotalAmt |
| Management And General | $2,120 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,974 | TotalAmt |
| Program Services | $770,198 | ProgramServicesAmt |
| Management And General | $145,084 | ManagementAndGeneralAmt |
| Fundraising | $206,692 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883 | BOYAmt |
| EOY | $19,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,153 | BOYAmt |
| EOY | $486,420 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,034 | BOYAmt |
| EOY | $225,249 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,706 | BOYAmt |
| EOY | $11,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,589 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,812,291 | BOYAmt |
| EOY | $4,803,704 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,788 | BOYAmt |
| EOY | $977,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,729,444 | BOYAmt |
| EOY | $6,524,268 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231 | BOYAmt |
| EOY | $26,610 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231 | BOYAmt |
| EOY | $26,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,096 | BOYAmt |
| EOY | -$21,519 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,379,602 | BOYAmt |
| EOY | $4,044,379 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,515 | BOYAmt |
| EOY | $2,474,798 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,723,213 | BOYAmt |
| EOY | $6,497,658 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,729,444 | BOYAmt |
| EOY | $6,524,268 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $314,543 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $454,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,065 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC AT CHAPEL HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001393 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $640,074 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $640,074 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Governmental Entity | Yes (X) | GovernmentalEntityInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION E LINE 1C: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS ORGANIZED TO SUPPORT THE NORTH CAROLINA BOTANICAL GARDEN, WHICH IS A PART OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THE UNIVERSITY IS A STATE AGENCY OF NORTH CAROLINA. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 16 | TotalEasementsCnt |
| Total Acreage | 125.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 20.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $750 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,088,165 | BeginningYearBalanceAmt |
| Contributions | $191,283 | ContributionsAmt |
| Investment Earnings Or Losses | $319,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140,360 | OtherExpendituresAmt |
| End Year Balance | $3,458,877 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,749,931 | BeginningYearBalanceAmt |
| Contributions | $194,052 | ContributionsAmt |
| Investment Earnings Or Losses | $273,192 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $129,010 | OtherExpendituresAmt |
| End Year Balance | $3,088,165 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,794,763 | BeginningYearBalanceAmt |
| Contributions | $147,855 | ContributionsAmt |
| Investment Earnings Or Losses | -$39,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $153,433 | OtherExpendituresAmt |
| End Year Balance | $2,749,931 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,480,710 | BeginningYearBalanceAmt |
| Contributions | $126,602 | ContributionsAmt |
| Investment Earnings Or Losses | $210,768 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,317 | OtherExpendituresAmt |
| End Year Balance | $2,794,763 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,212,207 | BeginningYearBalanceAmt |
| Contributions | $99,595 | ContributionsAmt |
| Investment Earnings Or Losses | $297,468 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,560 | OtherExpendituresAmt |
| End Year Balance | $2,480,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.69700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN UNCIF | Desc |
| Book Value | $4,803,704 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,803,704 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| REAL ESTATE RESTRICTED FOR INVESTMENT | $917,925 |
| OTHER ASSETS | $26,825 |
| CASH VALUE OF LIFE INSURANCE | $32,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $977,223 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,269,871 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $454,837 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $337,824 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,847 | OtherRevenueAmt |
| Revenue Not Reported | $798,508 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,471,363 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$34,846 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$34,846 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,436,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,495,426 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $337,824 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $35,628 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $373,452 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,121,974 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,121,974 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY. |
| PART V, LINE 4: | THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES BASED ON DONOR RESTRICTIONS AND BOARD DESIGNATIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CASH VALUE OF LIFE INSURANCE 435. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 5,412. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -22,641. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME -12,205. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 22,641. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 12,205. BAD DEBT EXPENSE 782. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY | Event1Nm |
| Gross Receipts Event1 | $52,113 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $41,613 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $63 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $6,554 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,088 | OtherDirectExpensesEvent1Amt |
| Event2 | N/A | Event2Nm |
| Gross Receipts Total | $52,113 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,613 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,500 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $63 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $6,554 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,088 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,205 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,705 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC AT CHAPEL HILL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY OF NORTH CAROLINA | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566001393 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $640,074 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT THE NC BOTANICAL GARDEN. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN THE ACCOUNTING OFFICE, WE MONITOR PERSONNEL AND NON-PERSONNEL EXPENSES AND REPORT TO THE GARDEN DIRECTOR AND BGF EXEC. COMMITTEE ON A QUARTERLY BASIS. GRANTS ARE TRANSFERRED TO UNC BEFORE FISCAL YEAR END TO FUND THE EXPENSES INCURRED BY THE UNC FUNDS. THE GRANTS PROVIDED ARE FOR THE INTENDED PURPOSE OF THE BGF FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL TRESOLINI | ||||||||||||||
| EX-OFFICIO | $0 | $213,278 | $0 | $0 | $0 | $0 | $0 | $26,730 | $0 | $19,327 | $0 | $259,335 | $0 | $0 |
| DAMON WAITT | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $169,296 | $0 | $0 | $0 | $0 | $0 | $11,696 | $0 | $16,535 | $0 | $197,527 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS. IF APPLICABLE, THE COMPENSATION OF BOARD MEMBERS AND/OR OFFICERS THAT ARE EMPLOYED BY THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, ARE REPORTED IN THE FOUNDATION'S 990. THEIR COMPENSATION IS SET AT THE DISCRETION OF THE UNIVERSITY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $234,210 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTING PERSONNEL, THE EXECUTIVE DIRECTOR, AND THE BOARD TREASURER PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE FOUNDATION DOES NOT FORMALLY REQUIRE THE ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST, HOWEVER, THE FOUNDATION IS IN THE PROCESS OF ADOPTING OF A POLICY REQUIRING BOARD MEMBERS TO DISCLOSE AND SIGN A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THIS POLICY WILL BECOME EFFECTIVE IN 2019. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANY AMOUNTS INCLUDED IN COMPENSATION ARE FOR PAYMENTS TO UNC FOR USE OF UNC EMPLOYEES. THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -782. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 5,412. CHANGE IN CASH VALUE OF LIFE INSURANCE 435. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHAPEL HILL | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001393 | EIN |
| Primary Activities | HIGHER EDUCATION AND RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF NORTH CAROLINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| B | $640,074 | ACTUAL PAYMENTS MADE TO GARDEN |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| O | $337,824 | STAFF SUPPORT/DONATED SALARIES |
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