UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNC LAW FOUNDATION INC VAN HECKE- WETTACH CD3380 (EIN 56-0934173)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-08
- IRS object ID
- 201840679349300919
- Schema version
- 2016v3.0
- 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 | 2018-03-08T14:21:05-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | 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 | 560934173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC LAW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNCL | BusinessNameControlTxt |
| Phone | 9194450187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNC LAW SCHOOL NO CB3380 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275993380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN H BRINKLEY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9194450187 | PhoneNum |
| Signature | 2018-03-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 3362724551 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-08 | IPDt |
| IP Tm | 15:20:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTIN H BRINKLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNC LAW SCHOOL NO CB3380 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275993380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,852,308 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,596,983 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,162,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,545 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,862 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,564,085 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,648,885 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,364 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,363 | CYOtherRevenueAmt |
| PY Total Revenue | $4,169,249 | PYTotalRevenueAmt |
| CY Total Revenue | $5,834,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,941,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,303,474 | 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 | $961,814 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,442,634 | PYOtherExpensesAmt |
| CY Other Expenses | $1,068,350 | CYOtherExpensesAmt |
| PY Total Expenses | $3,383,959 | PYTotalExpensesAmt |
| CY Total Expenses | $4,333,638 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $785,290 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,500,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,753,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,057,747 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,753,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,057,747 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,302,794 | ExpenseAmt |
| Grant | $2,303,474 | GrantAmt |
| Revenue | $37,862 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES STUDENT AND FACULTY PROGRAM SERVICES WHICH PROMOTE STUDENT SCHOLARSHIPS AND ACTIVITIES, STUDENT AND FACULTY RECRUITMENT, AND PROFESSIONAL FACULTY ENRICHMENT. | Desc |
| Total Program Service Expenses | $4,302,794 | 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 | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 2 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | 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 | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER L GOTSHALL CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198431170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 W BARBEE CHAPEL ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| WILLIAM JOSEPH AUSTIN JR | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| H CHALK BROUGHTON JR | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| TRACY SCHAEFER CALDER | |||||||
| VICE PRESIDENT | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY GILL CAMPBELL | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| M ANN COX | |||||||
| PRESIDENT & CHAIRMAN | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD LEE FARLEY | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE FULLER-ANDREWS | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HANNIBAL GODWIN | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| JOEL JOHNSON HUGHEY | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GUIN SCOGGIN | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ADAM PATRICK TARLETON | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA MARIE XENAKIS | |||||||
| BOARD OF DIRECTORS | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN H BRINKLEY | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | $0 | $399,820 | $41,839 | Yes (X) | 38.00 |
| JENNIFER CLARK | |||||||
| ASSISTANT TREASURER | 10.00 | $0 | $108,754 | $23,468 | Yes (X) | 30.00 | |
| LOUISE HARRIS | |||||||
| INTERIM ASST. SECRETARY | 20.00 | $0 | $107,860 | $19,257 | Yes (X) | 20.00 | |
| DEIRDRE GORDON | |||||||
| ASSOCIATE DEAN OF ADVANCEMENT | 20.00 | $0 | $0 | $0 | Yes (X) | 20.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $616,434 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,564 | 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 | $72,057 | FundraisingAmt |
| All Other Contributions | $3,090,929 | AllOtherContributionsAmt |
| Noncash Contributions | $280,689 | NoncashContributionsAmt |
| Total Contributions | $3,162,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $37,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,862 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,862 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,900 | TotalRevenueColumnAmt |
| Exclusion | $24,900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,623,985 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,623,985 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,623,985 | TotalRevenueColumnAmt |
| Exclusion | $2,623,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,575 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,057 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,938 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,363 | TotalRevenueColumnAmt |
| Exclusion | -$15,363 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,834,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,862 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,633,522 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,474 | TotalAmt |
| Program Services | $2,303,474 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,891 | TotalAmt |
| Program Services | $823,891 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,805 | TotalAmt |
| Program Services | $34,805 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,100 | TotalAmt |
| Program Services | $40,100 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,018 | TotalAmt |
| Program Services | $63,018 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,763 | TotalAmt |
| Management And General | $30,763 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81 | TotalAmt |
| Management And General | $81 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,311 | TotalAmt |
| Program Services | $68,311 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,442 | TotalAmt |
| Program Services | $9,442 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,305 | TotalAmt |
| Program Services | $200,305 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,256 | TotalAmt |
| Program Services | $157,256 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,640 | TotalAmt |
| Program Services | $444,640 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,006 | TotalAmt |
| Program Services | $9,006 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MISC | $76,215 | $76,215 |
| SUBSCRIPTIONS | $40,391 | $40,391 |
| FACULTY & STUDENT | $31,940 | $31,940 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,333,638 | TotalAmt |
| Program Services | $4,302,794 | ProgramServicesAmt |
| Management And General | $30,844 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,974,664 | BOYAmt |
| EOY | $7,121,227 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,628,221 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $66,720 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,777,904 | BOYAmt |
| EOY | $45,239,179 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,718 | BOYAmt |
| EOY | $54,057,747 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,457,270 | BOYAmt |
| EOY | $3,847,722 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,574,967 | BOYAmt |
| EOY | $25,895,763 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,721,481 | BOYAmt |
| EOY | $24,314,262 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,718 | BOYAmt |
| EOY | $54,057,747 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,753,718 | BOYAmt |
| EOY | $54,057,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,500,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,434,460 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,368,837 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,738,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,475,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,571,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,596,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,162,986 | CurrentTaxYearAmt |
| Total | $11,545,475 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,738,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,475,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,571,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,596,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,162,986 | CurrentTaxYearAmt |
| Total | $11,545,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,527,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,017,799 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,900 | CurrentTaxYearAmt |
| Total | $60,622 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,299 | CurrentTaxYearMinus2YearsAmt |
| Total | $202,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,808,101 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $56,407 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2012 AMOUNT: $ 37,324. 2013 AMOUNT: $ 35,381. 2014 AMOUNT: $ 129,299. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,811,793 | BeginningYearBalanceAmt |
| Contributions | $1,201,945 | ContributionsAmt |
| Investment Earnings Or Losses | $5,061,026 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,216,802 | OtherExpendituresAmt |
| Administrative Expenses | $407,183 | AdministrativeExpensesAmt |
| End Year Balance | $45,450,779 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,377,971 | BeginningYearBalanceAmt |
| Contributions | $409,827 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,276,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,699,120 | OtherExpendituresAmt |
| End Year Balance | $41,811,793 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,465,727 | BeginningYearBalanceAmt |
| Contributions | $1,367,470 | ContributionsAmt |
| Investment Earnings Or Losses | $3,626,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,082,091 | OtherExpendituresAmt |
| End Year Balance | $44,377,971 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,245,541 | BeginningYearBalanceAmt |
| Contributions | $516,126 | ContributionsAmt |
| Investment Earnings Or Losses | $5,499,651 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $795,591 | OtherExpendituresAmt |
| End Year Balance | $41,465,727 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,500,503 | BeginningYearBalanceAmt |
| Contributions | $1,821,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,660,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,736,584 | OtherExpendituresAmt |
| End Year Balance | $36,245,541 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.53500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNC INVESTMENT FUND | Desc |
| Book Value | $45,239,179 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,239,179 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,286,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,434,460 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,434,460 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,852,308 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$17,938 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$17,938 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,834,370 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,351,576 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,938 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,938 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,333,638 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,333,638 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 230 INDIVIDUAL FUNDS ESTABLISHED FOR GENERAL AND EDUCATIONAL PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -17,938. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 17,938. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $74,632 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $72,057 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,575 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,128 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,610 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $74,632 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,057 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,575 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,128 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,610 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,938 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,363 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 248 | RecipientCnt |
| Cash Grant | $2,303,474 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT FUNDS ARE DISBURSED BY THE DIRECTOR OF FINANCIAL AID VIA THE UNIVERSITY FINANCIAL AID SYSTEM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN H BRINKLEY | PersonNm |
| Title | SECRETARY/TREASURER | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $398,967 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $853 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $33,973 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $7,866 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $441,659 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $273,726 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,963 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER IN COLUMN B REFLECTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | DEAN OF UNC SCHOOL OF LAW APPOINTS MEMBERS TO THE BOARD OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE WHO MAKE A REPORT TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND ANNUALLY SIGN AN ATTESTATION LETTER OF THEIR ADHERENCE TO THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAIABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XII, LINE 1: | DURING THE FISCAL YEAR ENDED JUNE 30, 2017, THE FOUNDATION ELECTED TO ADOPT GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA (U.S. GAAP) AS ITS ACCOUNTING BASIS. IN PRIOR YEARS, THE FOUNDATION UTILIZED THE MODIFIED CASH BASIS OF ACCOUNTING. AS A RESULT OF THIS CHANGE, THE FOUNDATION RESTATED THE FINANCIAL STATEMENTS FOR THE YEAR ENDING JUNE 30, 2016 TO CONFORM TO U.S. GAAP. THE EFFECT ON THE JUNE 30, 2016 BALANCES, AS PRESENTED, WAS AN INCREASE IN TOTAL ASSETS OF $1,368,837. |
| FORM 990, PART XII, LINE 2C | PER THE AGREEMENT WITH UNC CHAPEL HILL, THE AUDIT COMMITTEE RECEIVES THE REPORT FROM THE INDEPENDENT AUDITOR. |
| 990 PART V LINE 2: | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES; HOWEVER, THE FOUNDATION REIMBURSES THE UNIVERSITY FOR SALARIES AND WAGES PAID TO INDIVUDUALS PERFORMING SERVICES TO THE FOUNDATION. |
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 | 200 E CAMERON AVENUE | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001393 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 6 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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