2017-01-23T08:55:33-06:00 2016-06-30 BDO USA LLP 1100 Peachtree Street Suite 700 ATLANTA GA 303094516 990 2015-07-01 566049503 NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC % MARY PELOQUIN-DODD NORT 9195137149 NCSU BOX 7207 RALEIGH NC 27695 MARY PELOQUIN-DODD TREASURER 9195137149 2017-01-10 true Sandra L Feinsmith P01064157 4046886841 2017-01-20 2015 2021-01-29 14:40:06Z MARY PELOQUIN-DODD NCSU BOX 7207 RALEIGH NC 27695 25106868 false X SEE SCHEDULE O X 1942 NC SEE SCHEDULE O 21 21 0 21 0 28670217 12623499 4378462 5602507 3117772 2048682 -33005 -20959 36133446 20253729 10096956 11910625 0 0 0 0 452917 546566 1824735 7945982 7560148 18495855 20017339 17637591 236390 358664132 352020375 18311681 17112385 340352451 334907990 SUPPORTS, BY FINANCIAL ASSISTANCE AND OTHERWISE, THE VARIOUS COLLEGES WITHIN THE UNIVERSITY, THE LIBRARIES, AND OTHER UNIVERSITY-CONNECTED FUNCTIONS. false false 17177039 11910625 SUPPORTS, BY FINANCIAL ASSISTANCE, THE VARIOUS COLLEGES WITHIN THE UNIVERSITY, THE LIBRARIES, AND OTHER UNIVERSITY-CONNECTED FUNCTIONS. THE FOUNDATION AWARDS SCHOLARSHIPS, FELLOWSHIPS, AND OTHER AWARDS BASED ON THE REQUIREMENTS STIPULATED BY THE CONTRIBUTORS AND/OR RECOMMENDATIONS OF THE BOARD OF DIRECTORS. 17177039 true true false false false false false false false true true true false true true true true true false false false false false true true false false true false true false false false false false false false false true false false false true true false false false true 48 0 true 0 false false false false false false true 1 false false false X 21 21 false false true false false false false true true false false true true true true true true true true false X X MARY PELOQUIN-DODD 9195137149 CAMPUS BOX 7207 RALEIGH NC 27695 Mike Constantino Director 1.0 0.0 X 0 0 0 Lynn Daniel Director 1.0 0.0 X 0 0 0 David Fox Director 1.0 0.0 X 0 0 0 Lynne Garrison Director 1.0 0.0 X 0 0 0 Libby Godwin Director 1.0 0.0 X 0 0 0 Jeffrey Goodman Director 1.0 0.0 X 0 0 0 Torry Holt Director 1.0 0.0 X 0 0 0 Jerry Jackson Chair 1.0 0.0 X X 0 0 0 Grant Johnston Director 1.0 0.0 X 0 0 0 Clif Knight Director 1.0 0.0 X 0 0 0 Joy Moshakos Director 1.0 0.0 X 0 0 0 Sherice Nivens Director 1.0 0.0 X 0 0 0 David Parker Director 1.0 0.0 X 0 0 0 Trent Ragland Vice Chair 1.0 0.0 X X 0 0 0 Steve Schuster Director 1.0 0.0 X 0 0 0 Charles Stallings Director 1.0 0.0 X 0 0 0 Nan Strader Director 1.0 0.0 X 0 0 0 Gary Upchurch Director 1.0 0.0 X 0 0 0 Hans Warren Director 1.0 0.0 X 0 0 0 Jeff Wright Director 1.0 0.0 X 0 0 0 Smedes York Director 1.0 0.0 X 0 0 0 Brian Sischo President 1.0 40.0 X 0 410897 39231 Francine Cronin Vice President 1.0 40.0 X 0 59000 21610 Lori Johnson Interim Secretary 1.0 40.0 X 0 127471 10284 Taylor Jeffreys Past Secretary 1.0 40.0 X 0 136562 26126 Ralph Suggs Interim VP 1.0 40.0 X 0 233436 34674 Mary Peloquin-Dodd Treasurer 1.0 40.0 X 0 227125 34362 Jill Tasaico Asst Treasurer 1.0 40.0 X 0 153161 28663 Scott R Douglass Asst Treasurer 1.0 40.0 X 0 0 0 Charles Leffler Former Asst Treasurer 1.0 40.0 X 0 294231 48844 William Randolph Woodson Chancellor 1.0 40.0 X 0 758447 45241 Derek Bryan Secretary 1.0 40.0 X 0 0 0 0 2400330 289035 0 false true false Ruffalo Noel Levitz 1025 Kirkwood Pkwy SW CEDAR RAPIDS IA 52404 Fundraising 333105 Williams Overman Pierce LLP 2501 Atrium Dr STE 500 RALEIGH NC 27607 Audit & Tax services 161500 2 12623499 1088422 12623499 PROGRAM SERVICE REVENUE 611710 5602507 5602507 5602507 435286 435286 0 0 0 0 0 6424101 4559731 250974 1864370 -250974 1613396 1613396 21475 42434 -20959 -20959 0 0 0 20253729 5602507 2027723 11910625 11910625 0 0 0 0 0 0 0 0 0 0 33571 11165 1191 21215 207684 121772 84000 1912 0 546566 546566 930374 930374 0 84761 62282 22479 223538 64831 158707 0 0 36797 34095 2702 755204 620698 134506 0 210281 154352 55929 0 0 207004 207004 45927 31726 14201 MISC SERVICES & FEES 1584737 1446178 138559 CONTRACTED SERVICES 1138775 996812 141963 CAPITAL IMPROVEMENTS 477186 477186 SUPPLIES 719476 481543 237933 904833 556770 348063 20017339 17177039 1015565 1824735 726790 439437 22044077 25726787 71972525 66965398 49000 190150 0 0 0 0 0 0 0 0 0 0 10901257 2094384 9430489 8806873 0 0 232711949 230492053 0 0 0 0 21729302 19399677 358664132 352020375 407664 523895 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17904017 16588490 18311681 17112385 X 13069320 12347845 106341472 97642601 220941659 224917544 340352451 334907990 358664132 352020375 X 236390 -6477206 796355 X false true X true false X 25429496 43078861 59558407 28670217 12623499 169360480 0 0 25429496 43078861 59558407 28670217 12623499 169360480 112682644 56677836 257530 258675 427204 421440 435286 1800135 0 0 171160615 23350099 0.33114 0.30180 X Part II, Section C, line 17a THE NORTH CAROLINA STATE UNIVERSITY FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE VARIOUS COLLEGES WITHIN NORTH CAROLINA STATE UNIVERSITY, THE LIBRARIES AND OTHER UNIVERSITY CONNECTED FUNCTIONS. NORTH CAROLINA STATE UNIVERSITY IS A RESEARCH-EXTENSIVE UNIVERSITY DEDICATED TO THE CREATION AND APPLICATION OF KNOWLEDGE TO BENEFIT ITS STUDENTS AS WELL AS THE GENERAL PUBLIC. THE FOUNDATION MAINTAINS A CONTINUOUS PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE FOUNDATION SOLICITS FUNDS IN ALL 50 STATES AND HOLDS SOLICITATION LICENSES IN THESE STATES WHERE APPLICABLE. DURING THE FISCAL YEAR ENDED JUNE 30, 2016, THE FOUNDATION RECEIVED CONTRIBUTIONS FROM APPROXIMATELY 22,800 SEPARATE DONORS. IN ADDITION, THE FOUNDATION HAS A GOVERNING BODY WHICH REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. THE FOUNDATION IS GOVERNED BY 21 VOTING DIRECTORS THAT SERVE A FOUR YEAR TERM. THEIR SUCCESSORS ARE ELECTED BY A MAJORITY VOTE OF THE VOTING DIRECTORS AT THE ANNUAL MEETING. A SLATE OF DIRECTOR CANDIDATES IS CHOSEN FROM A LARGE POOL OF CANDIDATES WHICH IS CREATED AND MANAGED IN AN ONGOING MANNER BY THE NOMINATIONS COMMITTEE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 290759463 4697015 -5430588 3140280 286885610 262783166 14828518 20023712 2886077 3989856 290759463 207512485 33091038 25156081 2976438 262783166 110204021 86730938 13285237 2707711 207512485 96573675 15465035 875553 2710242 110204021 0.01690 0.19910 0.78400 true false 2096350 2096350 8804907 2094384 6710523 8806873 NC STATE INVESTMENT FUND 214207848 F WELLS FARGO- LIFE INCOME 6146163 F STIF 250343 F SRI FUND 9887699 F 230492053 OTHER ASSETS 245988 RECEIVABLE FROM UNIVERSITY 310221 EXTERNALLY MANAGED IRREVOCABLE 18843468 19399677 0 LIFE INCOME FUNDS PAYABLE 3283841 DUE TO OTHERS 1805046 OTHERS 929710 TRUST 10569893 16588490 X 15123561 -6477206 1227000 1050412 -4199794 19323355 930374 930374 20253729 20313965 1227000 1227000 19086965 930374 930374 20017339 Part V, Line 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF 600 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES RELATED TO THE FOUNDATION'S MISSION TO AID AND PROMOTE ALL TYPES OF EDUCATION AND RESEARCH WITHIN THE VARIOUS COLLEGES AT NC STATE UNIVERSITY, THE LIBRARIES AND OTHER UNIVERSITY-CONNECTED FUNCTIONS. Part X, Line 2 MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. Part XI, Line 2D - Other Adjustments: CHANGE IN VALUE OF CHARITABLE LEAD TRUST (250,661) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,301,073 TOTAL TO SCHEDULE D, PART XI, LINE 2D 1,050,412 X X X true Ruffalo Noel 1025 Kirkwood Pkwy SW Cedar Rapids IA 52404 Giving Program false 815664 546566 269098 815664 546566 269098 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Design Gala 21475 21475 8140 30794 3500 0 21475 21475 8140 30794 3500 42434 -20959 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: RUFFALO NOEL (I) ADDRESS OF FUNDRAISER: 1025 KIRKWOOD PKWY SW, CEDAR RAPIDS, IA 52404 SCHEDULE G, LINE 2B, COLUMN IV-GROSS RECEIPTS FROM ACTIVITY: TOTAL DONATIONS RAISED DURING THE ANNUAL GIVING PROGRAM WERE $815,664. A PORTION OF SUCH DONATIONS WERE DESIGNATED FOR OTHER 501(C)(3) ORGANIZATIONS RELATED TO THE NORTH CAROLINA STATE UNIVERSITY FOUNDATION (SEE SCHEDULE R), HOWEVER THE TOTAL COST OF THE ANNUAL GIVING PROGRAM WAS ABSORBED BY THE NORTH CAROLINA STATE UNIVERSITY FOUNDATION. THE GROSS RECEIPTS DESIGNATED TO THE NORTH CAROLINA STATE UNIVERSITY FOUNDATION WERE $685,708. true NORTH CAROLINA STATE UNIVERSITY NCSU BOX 7205 RALEIGH NC 27695 566000756 170(C)(1) 11910625 BOOK VALUE Support 1 Part I, Line 2 GRANTS REPRESENT REIMBURSEMENT OF EXPENSES PROCESSED THROUGH THE UNIVERSITY'S ACCOUNTING SYSTEMS, AND ARE SUBJECT TO UNIVERSITY AND STATE OF NORTH CAROLINA GUIDELINES, IN ADDITION TO ANY RESTRICTIONS PLACED DIRECTLY BY DONORS. false false false false false false false false false Brian Sischo President 0 394750 0 0 0 16147 0 33838 0 5393 0 450128 0 0 Taylor Jeffreys Past Secretary 0 136562 0 0 0 0 0 20733 0 5393 0 162688 0 0 Ralph Suggs Interim VP 0 227861 0 0 0 5575 0 34674 0 0 0 268110 0 0 Mary Peloquin-Dodd Treasurer 0 227125 0 0 0 0 0 28969 0 5393 0 261487 0 0 Jill Tasaico Asst Treasurer 0 153161 0 0 0 0 0 23270 0 5393 0 181824 0 0 Charles Leffler Former Asst Treasurer 0 294231 0 0 0 0 0 44911 0 3933 0 343075 0 0 William Randolph Woodson Chancellor 0 555750 0 0 0 202697 0 40312 0 4929 0 803688 0 0 Schedule J, Part II - COMPENSATION FROM RELATED ORGANIZATIONS THE BOARD MEMBERS THAT ARE COMPENSATED RECEIVE COMPENSATION FROM NC STATE UNIVERSITY, A 170(C)(1) ORGANIZATION RELATED TO THE FOUNDATION. X 26 836015 fmv X ira rollover 17 252407 fmv 4 false true false Form 990, Page 1, Question J - Website HTTP://FOUNDATIONSACCOUNTING.OFA.NCSU.EDU/FOUNDATIONS/NC-STATE- UNIVERSITY-FOUNDATION-INC FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SUPPORTS, BY FINANCIAL ASSISTANCE AND OTHERWISE, THE VARIOUS COLLEGES WITHIN THE UNIVERSITY, THE LIBRARIES, AND OTHER UNIVERSITY-CONNECTED FUNCTIONS. FORM 990, PART VI, SECTION A, LINE 1: THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRPERSON, THE VICE CHAIRPERSON, THE IMMEDIATE PAST CHAIRPERSON, THE PRESIDENT OF THE NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION, AND THE CHAIRPERSONS OF THE AUDIT AND FINANCE COMMITTEE, THE DEVELOPMENT COMMITTEE, THE AWARDS AND GRANTS COMMITTEE, AND THE NOMINATING COMMITTEE. THE CHANCELLOR OF THE NORTH CAROLINA STATE UNIVERSITY AND THE PRESIDENT, VICE PRESIDENT FOR DEVELOPMENT, SECRETARY, AND THE TREASURER OF THE FOUNDATION SHALL SERVE AS EX-OFFICIO MEMBERS OF THE EXECUTIVE COMMITTEE WITHOUT VOTING PRIVILEGES. THE CHAIRPERSON OF THE FOUNDATION SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. MEMBERS SHALL SERVE TWO YEAR TERMS IN CONJUNCTION WITH THE TERM HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE FOUNDATION BETWEEN THE MEETINGS OF THE BOARD; PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO POWER TO (A) AUTHORIZE DISTRIBUTIONS; (B) APPROVE DISSOLUTION, MERGER OR SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS; (C) ELECT, APPOINT OR REMOVE DIRECTORS, EXCEPT TO FILL VACANCIES ON THE BOARD PURSUANT TO THE BYLAWS; OR (D) ADOPT, AMEND OR REPEAL THE ARTICLES OF CERTIFICATE OF INCORPORATION OR THESE BYLAWS. THE PRESENCE OF ONE-HALF OF THE VOTING DIRECTORS OF THE EXECUTIVE COMMITTEE AT ANY REGULAR OR SPECIAL MEETING OR SAID COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. Form 990, Part VI, Section A, Line 4: Article 1 Names and Purposes Section 5 - Existence: Amended Language: It is the intent of this Foundation that it have perpetual existence. In the event of dissolution of the Foundation, all assets and property which remain after the discharge of the Foundation's liabilities and unless otherwise designated by the donor of an asset shall be paid over or distributed by the Board of Directors to North Carolina State University or to another Approved Associated Entity of NC State organized to support the University or any of its Colleges, Schools, Departments, and shall be used or distributed for no other object or purpose whatsoever. Superseded Language: It is the intent of this Foundation that it have perpetual existence. In the event of dissolution of the Foundation, either voluntary or involuntary, all assets and property which remain after the discharge of the Foundation's liabilities and unless otherwise designated by the donor of an asset shall be paid over or distributed by the Board of Directors to North Carolina State University or to any other non-profit corporation or corporations organized to support the University or any of its Colleges, Schools, Departments, or affiliated organizations as determined by the Board of Directors in its sole discretion, and shall be used or distributed for no other object or purpose whatsoever; provided, however, that any such organization must be exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, as amended and be an associated entity approved by North Carolina State University. Article 2: Board of Directors Section 1: Number and Composition Amended Language: The Board of Directors, hereinafter referred to as the Board, shall be composed of twenty-seven (27) voting members as follows: (a) Elected Directors: Twenty-four (24) Directors shall be elected for four-year terms with six of the terms expiring on the last day of each fiscal year. Their successors shall be elected by a majority vote of the voting Directors present and voting at the annual meeting. At least seventeen (17) of the twenty-four (24) Elected Directors shall be alumni of North Carolina State University. An Elected Director shall not be a member of the North Carolina State University Board of Trustees during his/her term as an Elected Director. Furthermore, an Elected Director shall not be a member of the Board of Governors of the University of North Carolina System during his/her term as an Elected Director. A slate of Elected Director candidates shall be chosen from a larger pool of candidates which is created and managed in an ongoing manner by the Nominations Committee. (b) Automatic Directors: Three (3) other Directors shall hold positions on the Board of Directors. Specifically: The Chairperson of the Board of Directors, the immediate Past Chairperson of the North Carolina State University Foundation; and the President of the North Carolina State University Alumni Association shall serve as Automatic Directors. (c) Ex-Officio Directors: Individuals serving in the following positions at North Carolina State University shall serve as Ex-Officio Directors: the Chancellor of North Carolina State University, the Vice Chancellor for University Advancement, the Associate Vice Chancellor for Development, the Assistant Vice Chancellor for Finance and Administration, the Vice Chancellor for Finance and Administration, and the University Treasurer. Additionally, University administrators who in the Chancellor's opinion, unless they already serve as elected members, have major responsibilities in private support for the University may serve as Ex-officio members of the Board if nominated by the Chancellor and appointed by the Chairperson. Any Ex-officio Director described herein shall serve as such only while holding the described office. (d) Honorary Directors: Honorary Directors shall be selected to serve a two year term as exofficio members and shall be eligible for re-election at the end of the term. (e) One student member representative may be appointed by the Board each year for a one-year non-voting term from July 1 to June 30. (f) At least one Senior Academic Officer or Senior Administrative Officer of NC State University, or a designee of the Chancellor, must sit as an ex-officio voting regular member of the Foundation's Board, and on any standing committee or other committee that has delegated authority to act on behalf of the Board. Superseded Language: The Board of Directors, hereinafter referred to as the Board, shall be composed of twenty-three (23) voting members as follows: (a) Elected Directors: Twenty (20) Directors shall be elected for four-year terms with five of the terms expiring on the last day of each fiscal year. Their successors shall be elected by a majority vote of the voting Directors present and voting at the annual meeting. At least fourteen (14) of the twenty (20) Elected Directors shall be alumni of North Carolina State University. An Elected Director shall not be a member of the North Carolina State University Board of Trustees during his/her term as an Elected Director. Furthermore, an Elected Director shall not be a member of the Board of Governors of the University of North Carolina System during his/her term as an Elected Director. A slate of Elected Director candidates shall be chosen from a larger pool of candidates which is created and managed in an ongoing manner by the Nominations Committee. (b) Automatic Directors: Three (3) other Directors shall hold positions on the Board of Directors. Specifically: The Chairperson of the Board of Directors, the immediate Past Chairperson of the North Carolina State University Foundation; and the President of the North Carolina State University Alumni Association shall serve as Automatic Directors. (c) Ex-Officio Directors: Individuals serving in the following positions at North Carolina State University shall serve as Ex-Officio Directors: the Chancellor of North Carolina State University, the Vice Chancellor for University Advancement, the Associate Vice Chancellor for Development, the Director of Finance and Administration, the Vice Chancellor for Finance and Business, and the University Treasurer. Additionally, University administrators who in the Chancellor's opinion, unless they already serve as elected members, have major responsibilities in private support for the University may serve as Ex-officio members of the Board if nominated by the Chancellor and appointed by the Chairperson. Any Ex-officio Director described herein shall serve as such only while holding the described office. (d) Honorary Directors: Honorary Directors shall be selected to serve a two year term as exofficio members and shall be eligible for re-election at the end of the term. (e) None of the Ex-officio Directors described in paragraphs (c) and (d), above, shall be entitled to vote or be counted for purposes of establishing whether a quorum of directors is present at a meeting of the Directors. Article II: Board of Directors Section 2: Terms of Office: Amended Language: (a) Elected Directors: Each Elected Director shall serve a term of four (4) years. In unusual circumstances, in honor of exceptional service, an individual may be asked to serve a second term. No Elected Director is eligible to serve more than two (2) consecutive terms, however an Elected Director may serve a partial additional term in order to fill the unexpired term of a vacating director. Two-thirds FORM 990, PART VI, SECTION B, LINE 11: FORM 990 IS REVIEWED BY AUDIT & INVESTMENT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY CORPORATE TRANSACTION IN WHICH A DIRECTOR HAS A DIRECT OR INDIRECT INTEREST MUST BE AUTHORIZED, APPROVED OR RATIFIED IN GOOD FAITH BY A MAJORITY, NOT LESS THAN TWO OF THE DIRECTORS WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION EVEN THOUGH LESS THAN A QUORUM; PROVIDED, HOWEVER, NO SUCH TRANSACTION SHALL BE AUTHORIZED, APPROVED OR RATIFIED BY A SINGLE DIRECTOR. A DIRECTOR HAS AN INDIRECT INTEREST IN A TRANSACTION IF:(A)ANOTHER ENTITY IN WHICH HE HAS A MATERIAL FINANCIAL INTEREST OR IN WHICH HE IS A GENERAL PARTNER IS A PARTY TO THE TRANSACTION; OR (B) ANOTHER ENTITY OF WHICH HE IS A DIRECTOR, OFFICER, OR TRUSTEE IS A PARTY TO THE TRANSACTION AND THE TRANSACTION IS OR SHOULD BE CONSIDERED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF DIRECTORS AND OFFICERS OF NC STATE UNIVERSITY FOUNDATION INC THAT DO RECEIVE COMPENSATION ARE COMPENSATED BY NC STATE UNIVERSITY, A 170(C)(1) ORGANIZATION RELATED TO NC STATE UNIVERSITY FOUNDATION INC. NC STATE UNIVERSITY SETS THE COMPENSATION OF THESE EMPLOYEES BY ACQUIRING COMPARABILITY DATA WHICH IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. FORM 990, PART VI, SECTION C, LINE 18: THE 990 IS LISTED ON THE WEBSITE. FORM 1023 (WHICH WAS FILED PRIOR TO JULY 15, 1987) IS NOT PUBLICLY AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19: THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE HTTP://FOUNDATIONSACCOUNTING.OFA.NCSU.EDU/FOUNDATIONS/NC-STATE-UNIVERSITY- FOUNDATION-INC. OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: TRANSFER TO OTHER UNIVERSITY ENTITIES (254,057) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,301,073 CHANGE IN VALUE OF CHARITABLE LEAD TRUST (250,661) TOTAL TO FORM 990, PART XI, LINE 9 796,355 NC STATE EXECUTIVE EDUCATION LLC NCSU BOX 7207 RALEIGH NC 27695 566049503 Support NC 2172246 409215 NC Uni FDTN NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 581344473 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NORTH CAROLINA TOBACCO FOUNDATION Inc NCSU BOX 7207 RALEIGH NC 27695 591715828 SUPPORT NC 501(C)(3) 170(B)1A IV NA false THE NORTH CAROLINA AGRICULTURAL FDTNINC NCSU BOX 7207 RALEIGH NC 27695 566049304 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NC STATE ENGINEERING FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 566046987 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NC STATE UNIVERSITY COLLEGE OF SCIENCES FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 581524289 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NC STATE NATURAL RESOURCES FOUNDATION INC NCSU BOX 7207 RALEIGH NC 27695 560653350 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATIONINC NCSU BOX 7207 RALEIGH NC 27695 566035544 ALUMNI NC 501(C)(3) 170(B)1A IV NA false NC STATE UNIVERSITY PARTNERSHIP CORPORATION NCSU BOX 7207 RALEIGH NC 27695 561444287 SUPPORT NC 501(C)(3) 509(A)(3) NA false NORTH CAROLINA STATE UNIVERSITY CLUB INC PO BOX 33067 RALEIGH NC 27636 560769351 PROVISION NC 501(C)(7) N/A NA false North Carolina STATE UNIVERSITY NCSU BOX 7205 RALEIGH NC 27695 566000756 EDUCATION NC 170(C)(1) 170(B)1A II NA false NC STATE UNIVERSITY STUDENT AID ASSOCIATION INC PO BOX 37100 RALEIGH NC 27627 560650623 ATHLETIC NC 501(C)(3) 170(B)1A IV NA false NORTH CAROLINA TEXTILE FOUNDATIONINC NCSU BOX 8301 RALEIGH NC 27695 566045324 SUPPORT NC 501(C)(3) 170(B)1A IV NA false NC STATE INVESTMENT FUND INC NCSU BOX 7207 RALEIGH NC 27695 311607634 FUND INVEST NC 501(C)(3) 509(A)(3) NA false CHARITABLE REMAINDER TRUSTS (15) ASSET INVESTMENT NC NC STATE UNIV TRUST false Charitable Remainder Trusts-External (1) ASSET INVESTMENT NC NA TRUST false CHARITABLE LEAD TRUST (2) ASSET INVESTMENT NC NA TRUST false false true false true false false false false false true false true false true true true true true true PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF RELATED ORGANIZATION: CHARITABLE REMAINDER TRUSTS (15) DIRECT CONTROLLING ENTITY: NORTH CAROLINA STATE UNIVERSITY FOUNDATION, INC.