2018-04-13T15:10:54-05:00 2017-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2016-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 CAREY DURHAM TREASURER 9199620522 2018-04-05 1 ROBIN MCDUFFIE P00361629 9199428700 45.20.211.129 2018-04-05 10:53:52 ED P A02FFC902078E08E0C0D8223510C31589D51107A DBE0452502F8074A2E22EFD17923136649A9D2E4 2016 2021-01-29 14:40:06Z CAREY DURHAM CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1646080 0 X WWW.NCBG.UNC.EDU X 1966 NC TO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. 29 27 0 668 0 0 953400 1191635 0 0 283 68431 75353 56079 1029036 1316145 418720 890622 0 0 189296 191794 0 0 183910 344883 439286 952899 1521702 76137 -205557 5821283 5729444 247540 6231 5573743 5723213 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. 0 0 1154068 890622 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. 1154068 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 27 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 NC X LISA HICKS 9199620522 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 NATHAN BYRD DIRECTOR 1.00 X 0 0 0 CAREY DURHAM DIRECTOR 1.00 X 0 0 0 ANNE HARRIS DIRECTOR 1.00 X 0 0 0 DUKE HENTHORNE DIRECTOR 1.00 X 0 0 0 FLORENCE PEACOCK DIRECTOR 1.00 X 0 0 0 FRANK PENTA DIRECTOR 1.00 X 0 0 0 WILLIAM G ROSS DIRECTOR 1.00 X 0 0 0 ALEXANDER F THOMPSON III DIRECTOR 1.00 X 0 0 0 COTTON BRYAN DIRECTOR 1.00 X 0 0 0 WANDA G BRYANT DIRECTOR 1.00 X 0 0 0 MELISSA M CAIN DIRECTOR 1.00 X 0 0 0 PAUL F CALLAWAY DIRECTOR 1.00 X 0 0 0 HARRIET W MARTIN DIRECTOR 1.00 X 0 0 0 MARY G NEILL DIRECTOR 1.00 X 0 0 0 JOHN WILSON DIRECTOR 1.00 X 0 0 0 ELIZABETH BENNETT DIRECTOR 1.00 X 0 0 0 ROBERT BROAD DIRECTOR 1.00 X 0 0 0 BECKY COBEY DIRECTOR 1.00 X 0 0 0 DEBBIE HILL DIRECTOR (THRU 12/31/17) 1.00 X 0 0 0 JAY LEUTZE DIRECTOR (THRU 12/31/17) 1.00 X 0 0 0 BARBARA WENDELL DIRECTOR (THRU 12/31/17) 1.00 X 0 0 0 BRIENNE ARTHUR DIRECTOR (FROM 1/1/17) 1.00 X 0 0 0 BO HOWES DIRECTOR (FROM 1/1/17) 1.00 X 0 0 0 JENNY ROUTH DIRECTOR (FROM 1/1/17) 1.00 X 0 0 0 LYSANDRA WEBER DIRECTOR (FROM 1/1/17) 1.00 X 0 0 0 CAROL TRESOLINI EX-OFFICIO 1.00 X 0 210685 20056 THOMAS W EARNHARDT IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 GREGORY FITCH PRESIDENT 2.00 X X 0 0 0 MISSY RANKIN VICE PRESIDENT 2.00 X X 0 0 0 JANET DEAN SECRETARY 2.00 X X 0 0 0 STEPHEN A RICH TREASURER 2.00 X X 0 0 0 DAMON WAITT EXECUTIVE DIRECTOR 40.00 X X 0 167495 17003 0 378180 37059 0 0 1 0 0 133500 1058135 52590 1191635 2870 2870 25754 30023 -4269 -4269 -4269 300000 24700 259139 0 40861 24700 65561 65561 28070 133500 40773 -12703 -12703 MISCELLANEOUS 900099 73051 73051 73051 1316145 73051 0 51459 890622 890622 191794 6694 29605 155495 79151 46719 29683 2749 1210 1210 117289 43057 59976 14256 16281 13839 1628 814 3227 1863 1364 850 850 8898 8898 MISCELLANEOUS 168357 110785 48340 9232 REPAIRS AND MAINTENANCE 38308 38308 DUES, SUBSCRIPTIONS & B 3534 3534 HONORARIA 2181 2181 1521702 1154068 183724 183910 15707 883 986512 555153 246772 214034 25227 10706 287073 127484 165524 159589 3405043 3812291 976498 976788 5821283 5729444 1048 6231 246492 0 247540 6231 X -155196 51096 3617131 3379602 2111808 2292515 5573743 5723213 5821283 5729444 X -205557 351443 3584 X X 0 1 X 1 0 X X 1 UNC AT CHAPEL HILL 566001393 6 1 890622 0 1 890622 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART IV, SECTION E LINE 1C: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 125.00 1 1 20.00 750 2749931 194052 273192 129010 3088165 2794763 147855 -39254 153433 2749931 2480710 126602 210768 23317 2794763 2212207 99595 297468 128560 2480710 2053588 68255 221328 130964 2212207 0.71840 0.28160 0 0 100000 100000 175880 116291 59589 11193 11193 0 159589 INVESTMENT IN UNCIF 3812291 F 3812291 REAL ESTATE RESTRICTED FOR INVESTMENT 917925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 32038 976788 1929999 351443 186551 5064 543058 1386941 -70796 -70796 1316145 1780529 186551 72276 258827 1521702 0 1521702 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 290. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 4,774. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -30,023. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME -40,773. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 30,023. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 40,773. BAD DEBT EXPENSE 1,480. GALA 120500 107500 13000 800 1814 16038 740 7339 GARDEN PARTY 35150 26000 9150 330 8606 2574 2532 155650 133500 22150 800 2144 16038 8606 3314 9871 40773 -18623 1 UNC AT CHAPEL HILL UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 501(C)3 890622 TO SUPPORT THE NC BOTANICAL GARDEN. 1 1 0 0 0 0 0 0 0 0 0 CAROL TRESOLINI EX-OFFICIO 0 210685 0 0 0 0 0 14476 0 5580 0 230741 0 0 DAMON WAITT EXECUTIVE DIRECTOR 0 167495 0 0 0 0 0 11423 0 5580 0 184498 0 0 PART I, LINE 3 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. X 12 52590 FMV ON DATE OF DONATION 0 0 0 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 DISCUSSING THE ADOPTION OF A POLICY REQUIRING BOARD MEMBERS TO DISCLOSE AND SIGN A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES. 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 -1,480. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 4,774. CHANGE IN CASH VALUE OF LIFE INSURANCE 290. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED FROM THE PREVIOUS YEAR. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 890622 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 186551