2018-04-25T14:22:42-05:00 2017-06-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2016-07-01 237050570 ATHLETIC FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ATHL 7046875432 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 ELIZABETH HARDIN TREASURER 7046875432 2018-04-25 1 YONG ZHANG P01249785 3362724551 108.171.131.171 2018-04-25 15:22:26 ED P 68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4C 68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4C 2016 2021-01-29 14:40:06Z MICHAEL HUMMER 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 5201016 0 X N/A X 1969 NC THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 40 38 0 41 112120 80003 2738159 3438357 0 0 15502 66179 -40005 603897 2713656 4108433 1673965 3892812 0 0 0 0 0 0 273974 1040906 1321591 2714871 5214403 -1215 -1105970 32329854 32398650 59106 31441 32270748 32367209 THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 0 0 2685433 1875485 SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID, AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, AND CHEERLEADING. 2017327 2017327 DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. DISBURSEMENTS INCLUDED $520,000 TOWARD THE FOOTBALL INITIATIVE AND APPROXIMATELY $43,000 FOR GOLF PROGRAMS AND BALLFIELD IMPROVEMENTS. 4702760 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 3 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 40 38 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X GREG VERRET 7046875432 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 ELIZABETH BARNHARDT TRUSTEE 1.00 X 0 0 0 JAN BEATTY TRUSTEE 1.00 X 0 0 0 GLENN BECKWORTH TRUSTEE 1.00 X 0 0 0 STEVE BLAKLEY TRUSTEE 1.00 X 0 0 0 BOB BRANNON TRUSTEE 1.00 X 0 0 0 KEVIN BROWN TRUSTEE 1.00 X 0 0 0 JERMAINE BURNS TRUSTEE 1.00 X 0 0 0 MICHAEL CARLISTO TRUSTEE 1.00 X 0 0 0 DENNIS CHAMPION TRUSTEE 1.00 X 0 0 0 JOEY COHEN TRUSTEE 1.00 X 0 0 0 FAHN DARKOR STUD BODY PRES TRUSTEE 1.00 X 0 0 0 RICHARD DUNN TRUSTEE 1.00 X 0 0 0 ANDREW MULLER TRUSTEE 1.00 X 0 0 0 CHRIS NEWSOME TRUSTEE 1.00 X 0 0 0 PAT PALMQUIST TRUSTEE 1.00 X 0 0 0 JACOB PHARES TRUSTEE 1.00 X 0 0 0 MICHAEL REAVIS TRUSTEE 1.00 X 0 0 0 NICK RHODES TRUSTEE 1.00 X 0 0 0 JUDY ROSE TRUSTEE 1.00 X 0 0 0 GREG ROSS TRUSTEE 1.00 X 0 0 0 ALI SHERRILL TRUSTEE 1.00 X 0 0 0 CHARLES SIMMS TRUSTEE 1.00 X 0 0 0 NILES SORENSEN TRUSTEE 1.00 40.00 X 0 264598 47827 SCOTT PLUNKETT TRUSTEE 1.00 X 0 0 0 MITCHELL PUCKETT TRUSTEE 1.00 X 0 0 0 DAN VAN DYKE TRUSTEE 1.00 X 0 0 0 MICHELLE WILLIAMSON TRUSTEE 1.00 X 0 0 0 MIKE PUGH TRUSTEE 1.00 X 0 0 0 JEFFREY LEAK TRUSTEE 1.00 X 0 0 0 JAMES LEDBETTER TRUSTEE 1.00 X 0 0 0 ROBBIE LEWIS TRUSTEE 1.00 X 0 0 0 KRISTA LONG TRUSTEE 1.00 X 0 0 0 CAROL LOWE TRUSTEE 1.00 X 0 0 0 GARY FLOUHOUSE TRUSTEE 1.00 X 0 0 0 JOHN HOWARD TRUSTEE 1.00 X 0 0 0 JOE JACKSON TRUSTEE 1.00 X 0 0 0 HOUSTON HELMS TRUSTEE 1.00 X 0 0 0 TRACEY HILL TRUSTEE 1.00 X 0 0 0 WILLIAM WHITTAKER PRESIDENT 1.00 X X 0 0 0 ELIZABETH A HARDIN TREASURER 1.00 40.00 X X 0 264857 47640 BRITTANY KICKLIGHTER SECRETARY 1.00 X 0 0 0 MICHAEL HUMMER EXEC DIRECTOR 40.00 1.00 X 0 118879 23721 0 648334 119188 0 0 1 0 CHARTWELLS DINING SERVICES 9201 UNIVERSITY BOULEVARD CHARLOTTE NC 28223 CATERING 196542 1 510302 2928055 673455 3438357 57037 57037 590093 580951 9142 9142 9142 391754 510302 511632 -119878 -119878 OTHER INCOME 900099 611655 611655 PARKING 812930 112120 112120 723775 4108433 0 112120 557956 3892812 3892812 2181 2181 7865 7865 79880 79840 40 228757 3039 25896 199822 20000 10000 10000 170874 38436 63675 68763 67776 64006 3422 348 671391 666390 5001 11299 11299 34256 15843 18413 OTHER EXPENSE 25511 935 24576 TAXES ON UBI 1801 1801 5214403 4702760 237669 273974 13229504 12262401 7807257 6223709 65682 68569 9102 13060 256889 258816 509164 79091 327668 430073 10414546 11884281 219206 1257741 32329854 32398650 59106 31441 59106 31441 X 6881674 4961525 18566260 20544498 6822814 6861186 32270748 32367209 32329854 32398650 X -1105970 1178362 24070 X X 0 1 X 1 0 X 1130059 4843577 3932605 2738159 3438357 16082757 635272 714115 1349387 1130059 4843577 3932605 3373431 4152472 17432144 2805211 14626933 3227 436 1453 5045 57037 67198 102080 80003 182083 3158 11550 454 15767 611655 642584 18324009 2572647 0.79820 0.78350 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 3,158. 2013 AMOUNT: $ 11,550. 2014 AMOUNT: $ 454. 2015 AMOUNT: $ 15,767. 2016 AMOUNT: $ 611,655. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10790680 807824 1142653 513397 51776 12175984 13731745 331159 -236767 2984666 50791 10790680 12766068 252252 1037825 291960 32440 13731745 11738719 -336293 1702273 338631 12766068 11387858 -450437 1078260 276962 11738719 0.14480 0.51990 0.33530 1 1 1 395460 79091 316369 113704 113704 430073 UNCCIF EXTERNAL INVESTMENT POOL 11884281 F 11884281 X 6129499 1178362 714115 24070 1916547 4212952 -104519 -104519 4108433 6033038 714115 104519 818634 5214404 0 5214404 PART V, LINE 4: ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES, AND ATHLETIC PROGRAMS AND OPERATIONS. PART X, LINE 2: THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 24,070. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII -104,519. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 104,519. AUCTION 571400 298809 272591 405478 39282 LET ME PLAY FUNDRAISER 211493 211493 255 6675 22206 5 119163 0 119163 3439 34297 902056 510302 391754 409172 6675 95785 511632 -119878 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 1875485 2017327 FAIR MARKET VALUE TELECOM EQUIPMENT, FURNITURE, & DECORATIVE ENHANCEMENTS OF SPORTS FACILITIES IMPROVEMENT OF ATHLETIC FACILITIES 1 0 PART I, LINE 2: THE ATHLETIC FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY AS STATED IN THE BYLAWS OF THE ATHLETIC FOUNDATION. AS SUCH, GRANT FUNDS ARE GIVEN SOLELY TO THE UNIVERSITY. THE ATHLETIC FOUNDATION MAINTAINS DETAILED RECORDS OF THE GIFTS. 0 0 0 0 0 0 0 0 0 NILES SORENSEN TRUSTEE 0 264598 0 0 0 0 0 33830 0 13997 0 312425 0 0 ELIZABETH A HARDIN TREASURER 0 264857 0 0 0 0 0 41889 0 5751 0 312497 0 0 X 11 266342 MARKET QUOTATION X AUCTION EVENT INVENTORY 439 407113 RETAIL VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IN COLUMN B REFLECTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD INCLUDES SEVERAL EX-OFFICIO MEMBERS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. IN ADDITION, THE CHANCELLOR APPOINTS ONE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWD BY TREASURY SERVICES. AFTER IT IS RELEASED FROM THE INTERNAL REVIEW PROCESS, THE FORM 990 IS FORWARDED TO THE DESIGNATED OFFICER TO DISTRIBUTE TO EACH BOARD MEMBER OF THE GOVERNING BODY OF THE OF THE ORGANIZATION. THE BOARD IS ALLOWED SUFFICIENT TIME TO RESPOND TO THE ORGANIZATION WITH QUESTIONS. ONCE THESE QUESTIONS, IF ANY, ARE ANSWERED, THE RETURN IS RELEASED TO BE ELECTRONICALLY FILED. THIS PROCESS USES ELECTRONIC FILE TRANSFERS FOR THE RETURN WITH QUESTIONS AND ANSWERS EXCHANGED BETWEEN THE FULL BOARD VIA EMAIL AND/OR TELECONFERENCING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAILED QUESTIONNAIRES TO BOARD MEMBERS AND THE RETURNED DOCUMENTS WERE REVIEWED BY THE ORGANIZATION TO DETERMINE ANY INSTANCES OF A CONFLICT OF INTEREST. A FORMAL POLICY HAS BEEN APPROVED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE 24,070. FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 562276950 INVESTMENTS NC 501(C)(3) LINE 12A, I N/A 0 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 UNIVERSITY NC GOVERNMENT UNIT N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1