UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC (EIN 59-1711424)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201811299349300746
- Schema version
- 2016v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T08:58:23-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591711424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA | BusinessNameLine1Txt |
| Business Name Line2 | AT CHAPEL HILL FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHANDRIKA RAO | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9199627241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 AIRPORT DRIVE CB1270 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275991270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROUTH | PersonNm |
| Person Title | VP & SECRETARY | PersonTitleTxt |
| Phone | 9199627007 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN M HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Haywood Cochrane | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 AIRPORT DRIVE CB1270 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,970,507 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO AID, SUPPORT, AND PROMOTE TEACHING, RESEARCH, AND SERVICE IN THE VARIOUS EDUCATIONAL, SCIENTIFIC, SCHOLARLY, PROFESSIONAL, ARTISTIC, AND CREATIVE ENDEAVORS OF UNC - CH | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,142,096 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,284,718 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,678,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,640,560 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$356,128 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,464,522 | PYTotalRevenueAmt |
| CY Total Revenue | $40,925,278 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,606,354 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,332,065 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,179,111 | PYOtherExpensesAmt |
| CY Other Expenses | $3,682,351 | CYOtherExpensesAmt |
| PY Total Expenses | $17,785,465 | PYTotalExpensesAmt |
| CY Total Expenses | $22,014,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,320,943 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,910,862 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $366,599,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $412,550,174 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,785,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,972,668 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $306,813,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $350,577,506 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO AID, SUPPORT, AND PROMOTE TEACHING, RESEARCH, AND SERVICE IN THE VARIOUS EDUCATIONAL, SCIENTIFIC, SCHOLARLY, PROFESSIONAL, ARTISTIC, AND CREATIVE ENDEAVORS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,332,065 | ExpenseAmt |
| Grant | $18,332,065 | GrantAmt |
| Desc | GRANTS ARE TO OR FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | Desc |
| Total Program Service Expenses | $18,332,065 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHANDRIKA RAO | PersonNm |
| Phone | 9198438198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 AIRPORT DRIVE SUITE 3400 CB | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27599 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Dwight Stone | ||||||||
| CHAIRMAN & PRESIDENT | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carol Folt | ||||||||
| CHANCELLOR | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $588,689 | $55,532 | |
| David Carroll | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Max C Chapman Jr | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Haywood Cochrane | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ed Fritsch | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julia Sprunt Grumbles | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kel Landis | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve Lerner | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Willard J Overlock Jr | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Pardue | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roger Perry | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Nelson Schwab | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sallie Shuping-Russell | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Townsend | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Fajack | ||||||||
| TREASURER | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $354,037 | $55,428 | |
| David Routh | ||||||||
| VICE PRESIDENT & SECRETARY | 1.0 | 40.0 | Yes (X) | $0 | $536,043 | $63,153 | ||
| Elizabeth Ayers | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $171,871 | $57,612 | ||
| Cynthia Butler | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $288,293 | $69,154 | ||
| David Kass | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $190,655 | $66,663 | ||
| Jeff Kidd | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $109,086 | $30,193 | ||
| Gordon Merklein | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $240,859 | $51,538 | ||
| Brian Smith | ||||||||
| ASSISTANT VP | 1.0 | 40.0 | Yes (X) | $0 | $192,978 | $60,420 | ||
| Catherine Pierce | ||||||||
| ASSISTANT SECRETARY | 1.0 | 40.0 | Yes (X) | $0 | $105,585 | $27,657 | ||
| Meredith Weiss | ||||||||
| FORMER ASSISTANT VP | 0.0 | 0.0 | $0 | $202,523 | $43,385 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,980,619 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $580,735 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HURON CONSULTING GROUP INC | |||||
| PO BOX 71223 | CHICAGO | IL | 606941223 | CONSULTING | $2,717,755 |
| KASPICK COMPANY LLC | |||||
| 203 REDWOOD SHORES PARKWAY SUITE 30 | REDWOOD SHORE | CA | 940656121 | ANNUITY MANAGEMENT | $316,097 |
| SCHELL BRAY PLLC | |||||
| PO BOX 21847 | GREENSBORO | NC | 27420 | LEGAL SERVICES | $162,009 |
| CARSON CLARK | |||||
| 512 ST MARYS STREET SUITE 103 | RALEIGH | NC | 27605 | INTERIOR DESIGN SERV | $155,072 |
| PENNSYLVANIA AVENUE GROUP | |||||
| 1101 PENNSYLVANIA AVENUE SUITE 600 | WASHINGTON | DC | 20004 | LEGAL SERVICES | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $38,284,718 | AllOtherContributionsAmt |
| Noncash Contributions | $26,978,921 | NoncashContributionsAmt |
| Total Contributions | $38,284,718 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,473,884 | TotalRevenueColumnAmt |
| Exclusion | $1,473,884 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,211,905 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,045,229 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,166,676 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,166,676 | TotalRevenueColumnAmt |
| Exclusion | $1,166,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,925,278 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,640,560 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,332,065 | TotalAmt |
| Program Services | $18,332,065 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,059 | TotalAmt |
| Management And General | $291,059 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,302 | TotalAmt |
| Management And General | $109,302 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,337 | TotalAmt |
| Management And General | $76,337 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,677 | TotalAmt |
| Management And General | $11,677 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| UNIVERSITY SUPPORT | $2,938,280 | $2,938,280 |
| MAINTENANCE AND OTHER | $255,696 | $255,696 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,014,416 | TotalAmt |
| Program Services | $18,332,065 | ProgramServicesAmt |
| Management And General | $3,682,351 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,914,991 | BOYAmt |
| EOY | $2,922,012 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,465,920 | BOYAmt |
| EOY | $18,840,849 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,987,410 | BOYAmt |
| EOY | $3,215,854 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,716 | BOYAmt |
| EOY | $78,282 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,182,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,245,444 | BOYAmt |
| EOY | $3,170,883 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,419,811 | BOYAmt |
| EOY | $348,683,075 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,485,044 | BOYAmt |
| EOY | $35,639,219 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,599,336 | BOYAmt |
| EOY | $412,550,174 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,722 | BOYAmt |
| EOY | $99,512 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,464,694 | BOYAmt |
| EOY | $61,873,156 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,785,416 | BOYAmt |
| EOY | $61,972,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,002,236 | BOYAmt |
| EOY | $68,895,667 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,297,796 | BOYAmt |
| EOY | $123,913,444 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,513,888 | BOYAmt |
| EOY | $157,768,395 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,813,920 | BOYAmt |
| EOY | $350,577,506 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,599,336 | BOYAmt |
| EOY | $412,550,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,910,862 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,405,289 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,552,565 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,174,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,168,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,401,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,142,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,284,718 | CurrentTaxYearAmt |
| Total | $83,171,531 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,174,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,168,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,401,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,142,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,284,718 | CurrentTaxYearAmt |
| Total | $83,171,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,031,567 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,139,964 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,497,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,088,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,088,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,087,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,473,884 | CurrentTaxYearAmt |
| Total | $14,236,251 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$356,128 | CurrentTaxYearMinus1YearAmt |
| Total | -$154,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $97,253,247 | TotalSupportAmt |
| Public Support CY170 | 0.59782 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $17,323,038 | RevenuesIncludedAmt |
| Assets Included | $32,479,285 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,496,531 | BeginningYearBalanceAmt |
| Contributions | $18,772,774 | ContributionsAmt |
| Investment Earnings Or Losses | $27,287,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,178,482 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,938,280 | AdministrativeExpensesAmt |
| End Year Balance | $276,440,462 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $261,572,629 | BeginningYearBalanceAmt |
| Contributions | $9,484,732 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,145,869 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,659,229 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,755,732 | AdministrativeExpensesAmt |
| End Year Balance | $247,496,531 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $248,650,204 | BeginningYearBalanceAmt |
| Contributions | $4,622,940 | ContributionsAmt |
| Investment Earnings Or Losses | $23,895,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,450,403 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,145,946 | AdministrativeExpensesAmt |
| End Year Balance | $261,572,629 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,701,576 | BeginningYearBalanceAmt |
| Contributions | $8,722,024 | ContributionsAmt |
| Investment Earnings Or Losses | $36,244,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,966,223 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,051,174 | AdministrativeExpensesAmt |
| End Year Balance | $248,650,204 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $200,485,521 | BeginningYearBalanceAmt |
| Contributions | $7,472,584 | ContributionsAmt |
| Investment Earnings Or Losses | $25,211,842 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,522,852 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,945,519 | AdministrativeExpensesAmt |
| End Year Balance | $218,701,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $180,000 | OtherCostOrOtherBasisAmt |
| Book Value | $180,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,002,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,677 | DepreciationAmt |
| Book Value | $2,990,883 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,170,883 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT FUND | $312,479,691 | F |
| OTHER INVESTMENT SECURITIES | $33,901,134 | F |
| REAL ESTATE | $2,302,250 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $348,683,075 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTWORK | $32,479,285 |
| DUE FROM CHAPEL HILL FDN REH | $1,720,250 |
| CASH SURRENDER VALUE LIFE INS | $1,439,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $35,639,219 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT-INT | $47,071,890 |
| DUE TO UNIVERSITY OF NORTH CAR | $10,886,919 |
| LINE OF CREDIT | $3,914,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,873,156 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | The collection of the Ackland Art Museum includes more than 18,000 works of donated and purchased art in a variety of mediums. These pieces of artwork aid, support, and promote teaching, research, and service in the artistic and creative endeavor of the University of North Carolina at Chapel Hill. |
| SCHEDULE D, PART X, LINE 2 | The University of North Carolina Foundation, Inc. is exempt from Federal income tax under Internal Revenue Code Section 501(a) as an organization described in Section 501(c)(3), and is further classified as a public charity under the provisions of Section 509(a)(1) of the Code. The Foundation is subject to unrelated business income taxes; however, there were no such taxes in 2017 or 2016 and, accordingly, a provision has not been made in the financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||||
| 104 AIRPORT DRIVE CB 1270 | CHAPEL HILL | NC | 27599 | 560001393 | 501(c)(3) | $15,441,621 | FMV | N/A | SUPPORT OF UNC'S MISSION | |
| CHAPEL HILL FDN REAL ESTATE HOLDINGS INC | ||||||||||
| CAMERON AVE 300 BLDG CB 100 | CHAPEL HILL | NC | 27599 | 262858176 | 501(c)(3) | FMV | RESIDENTAL PROPERTY | SUPPORT OF UNC'S MISSION | $2,890,444 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCH I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS GRANTS MADE BY THE ORGANIZATION WERE MADE TO A PUBLIC CHARITY FOR USE IN ITS EXEMPT MISSION. ACCORDINGLY, THE ORGANIZATION EXPECTS THE CHARITY TO USE THE FUNDS FOR PROPER PURPOSES, AND AS SUCH, DOES NOT SUBSEQUENTLY MONITOR THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Routh | ||||||||||||||
| VICE PRESIDENT & SECRETARY | $0 | $527,249 | $0 | $0 | $0 | $8,794 | $0 | $41,726 | $0 | $21,427 | $0 | $599,196 | $0 | $0 |
| Carol Folt | ||||||||||||||
| CHANCELLOR | $0 | $584,589 | $0 | $0 | $0 | $4,100 | $0 | $34,026 | $0 | $21,506 | $0 | $644,221 | $0 | $0 |
| Elizabeth Ayers | ||||||||||||||
| ASSISTANT VP | $0 | $171,871 | $0 | $0 | $0 | $0 | $25,210 | $0 | $32,403 | $0 | $229,484 | $0 | $0 | |
| Cynthia Butler | ||||||||||||||
| ASSISTANT VP | $0 | $282,293 | $0 | $0 | $0 | $6,000 | $0 | $46,668 | $0 | $22,486 | $0 | $357,447 | $0 | $0 |
| David Kass | ||||||||||||||
| ASSISTANT VP | $0 | $190,655 | $0 | $0 | $0 | $0 | $0 | $49,281 | $0 | $17,383 | $0 | $257,319 | $0 | $0 |
| Gordon Merklein | ||||||||||||||
| ASSISTANT VP | $0 | $240,859 | $0 | $0 | $0 | $0 | $0 | $31,330 | $0 | $20,208 | $0 | $292,397 | $0 | $0 |
| Brian Smith | ||||||||||||||
| ASSISTANT VP | $0 | $192,978 | $0 | $0 | $0 | $0 | $0 | $42,955 | $0 | $17,465 | $0 | $253,398 | $0 | $0 |
| Meredith Weiss | ||||||||||||||
| FORMER ASSISTANT VP | $0 | $202,523 | $0 | $0 | $0 | $0 | $0 | $27,689 | $0 | $15,696 | $0 | $245,908 | $0 | $0 |
| Matthew Fajack | ||||||||||||||
| TREASURER | $0 | $345,972 | $0 | $0 | $0 | $8,065 | $0 | $34,026 | $0 | $21,402 | $0 | $409,465 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCH J, LINE 1 | HEALTH/SOCIAL CLUB DUES CYNTHIA BUTLER, CAROL FOLT, DAVID ROUTH, AND MATTHEW FAJACK RECEIVED CLUB MEMBERSHIP DUES. BUSINESS USE IS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. ANY PERSONAL USE IS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| FORM 990, SCH J, LINE 3 | COMPENSATION REVIEW THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE ANY OF ITS OFFICERS OR DIRECTORS. RELATED ORGANIZATION COMPENSATION IS PROVIDED BY THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,323,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,645,331 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,889 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TRIPS | 2 | $3,140 | FMV |
| Yes (X) | ADVERTISING | 2 | $523 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Sch M, Part I Line 32A | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. USES THIRD PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Part VI Line 2 | FAMILY OR BUSINESS RELATIONSHIPS THE CHAIRMAN AND PRESIDENT OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. AND SEVERAL OTHER BOARD MEMBERS ARE ALSO TRUSTEES OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. SEVERAL BOARD MEMBERS AND OFFICERS ARE ALSO EMPLOYEES OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THEREFORE, THE FOLLOWING INDIVIDUALS ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP: DAVID ROUTH, CAROL FOLT, ELIZABETH AYERS, JEFF KIDD, GORDON MERKLEIN, BRIAN SMITH, MEREDITH WEISS, CARROLL SCOTT, HAYWOOD COCHRANE, JULIA SPRUNT GRUMBLES, DWIGHT STONE, DAVID CARROLL, MATTHEW FAJACK, CYNTHIA BUTLER, CATHERINE PIERCE, AND DAVID KASS. NELSON SCHWAB AND MAX CHAPMAN, JR. HAVE A BUSINESS RELATIONSHIP. JOHN TOWNSEND AND MAX CHAPMAN, JR. HAVE A BUSINESS RELATIONSHIP. STEVE LERNER AND SALLIE SHUPING-RUSSELL HAVE A BUSINESS RELATIONSHIP. |
| Form 990 Part VI Line 11b | BOARD REVIEW OF FORM 990 FORM 990 WAS PREPARED BY INDEPENDENT CONTRACTORS. A DRAFT PUBLIC INSPECTION FORM 990 WAS DISTRIBUTED TO AND REVIEWED BY LEGAL COUNSEL, AUDIT COMMITTEE, TREASURER, EXECUTIVE DIRECTOR, AND THE CHAIRMAN/PRESIDENT OF THE BOARD. A DRAFT COMPLETE FORM 990 INCLUDING AN UNREDACTED SCHEDULE B WAS DISTRIBUTED TO AND REVIEWED BY THE EXECUTIVE DIRECTOR. BASED ON THE FEEDBACK PROVIDED, MANAGEMENT UPDATED THE DRAFT FORM 990. A COPY OF THE RETURN MADE AVAILABLE FOR PUBLIC INSPECTION WAS PROVIDED TO THE COMPLETE BOARD PRIOR TO FILING. |
| Form 990 Part VI Line 12c | CONFLICT OF INTEREST POLICY THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. HAS A CONFLICT OF INTEREST POLICY. IT IS THE RESPONSIBILITY OF EACH BOARD MEMBER TO ANNUALLY NOTIFY THE FOUNDATION OF ANY POTENTIAL CONFLICTS. THE ORGANIZATION'S ANNUAL NOTIFICATION PROCESS SERVES AS ITS PROCESS FOR MONITORING POTENTIAL CONFLICTS. |
| Form 990 Part VI, PART VII, Line 15A | COMPENSATION REVIEW THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE ANY OF ITS OFFICERS OR DIRECTORS. RELATED ORGANIZATION COMPENSATION IS PROVIDED BY THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. |
| Form 990 Part VI Line 19 | GOVERNING DOCUMENTS THE GOVERNING DOCUMENTS HAVE BEEN PROVIDED TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND EACH YEAR THE ANNUAL AUDITED STATEMENTS ARE PROVIDED TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THESE DOCUMENTS IN THE HANDS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL ARE SUBJECT TO PUBLIC RECORDS ACT AND WOULD BE PROVIDED TO THE PUBLIC UPON REQUEST. |
| Form 990 Part XI Line 9 | OTHER CHANGES IN NET ASSETS CHANGE IN CSV OF LIFE INSURANCE (104,557) CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT (6,448,008) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNC-CHAPEL HILL | ||||||||||
| 104 AIRPORT DRIVE CB 1270 | CHAPEL HILL | NC | 27599 | 566001393 | EDUCATION | NC | 501(C)(3) | 2 | NA | false |
| UNC-CH FOUNDATION INVESTMENT FUND INC | ||||||||||
| 104 AIRPORT DRIVE SUITE 3200 | CHAPEL HILL | NC | 27599 | 561951586 | INVESTMENTS | NC | 501(C)(3) | 7 | NA | false |
| UNC INVESTMENT FUND LLC | ||||||||||
| 1400 ENVIRON WAY | CHAPEL HILL | NC | 27517 | 208346934 | INVESTMENTS | NC | 501(C)(3) | 7 | NA | false |
| UNC MANAGEMENT COMPANY INC | ||||||||||
| 1400 ENVIRON WAY | CHAPEL HILL | NC | 27517 | 364516257 | INVT. MGMT. | NC | 501(C)(3) | 11 TYPE 1 | NA | false |
| THE KENAN-FLAGLER BUSINESS SCHOOL FDN | ||||||||||
| CAMPUS BOX 3490 MCCOLL BLDG | CHAPEL HILL | NC | 27599 | 560771850 | FIN. SUPPORT | NC | 501(C)(3) | 7 | NA | false |
| UNC LAW FOUNDATION INC | ||||||||||
| CB 3380 VAN HECKE-WETTACH HALL | CHAPEL HILL | NC | 27599 | 560934173 | FIN. SUPPORT | NC | 501(C)(3) | 5 | NA | false |
| UNC-CH SCHOOL OF EDU FDN INC | ||||||||||
| CB 3500 101 PEABODY HALL | CHAPEL HILL | NC | 27599 | 581713621 | SUPPORT | NC | 501(C)(3) | 7 | NA | false |
| CHAPEL HILL FDN REAL ESTATE HOLDINGS INC | ||||||||||
| CAMERON AVE 300 BLDG CB 100 | CHAPEL HILL | NC | 27599 | 262858176 | REAL ESTATE | NC | 501(C)(3) | 9 | UNC-CH FDN | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC INTERMEDIATE POOL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 ENVIRON WAY | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611713200 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| b | $15,441,261 | FMV |
| UNC-CH FOUNDATION REAL ESTATE HOLDINGS | ||
| B | $2,890,444 | FMV |