2017-02-06T17:42:49-06:00 2016-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2015-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 STEPHEN RICH TREASURER 9199620522 2017-01-30 1 ROBIN MCDUFFIE P00098611 9199428700 2015 2021-01-29 14:40:06Z STEPHEN RICH CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1053160 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. 30 29 0 600 0 0 1099414 953400 16105 0 234022 283 56723 75353 1406264 1029036 480776 418720 0 0 132767 189296 0 0 226249 492284 344883 1105827 952899 300437 76137 6451295 5821283 886520 247540 5564775 5573743 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 577776 418720 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. 577776 1 1 0 0 0 0 1 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X LISA HICKS 9199620522 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 COTTON BRYAN DIRECTOR 1.00 X 0 0 0 DEBBIE HILL DIRECTOR 1.00 X 0 0 0 WILLIAM ROSS DIRECTOR 1.00 X 0 0 0 WANDA BRYANT DIRECTOR 1.00 X 0 0 0 MELISSA CAIN DIRECTOR 1.00 X 0 0 0 PAUL FAULKNER CALLAWAY DIRECTOR 1.00 X 0 0 0 HARRIET WALL MARTIN DIRECTOR 1.00 X 0 0 0 BARBARA WENDELL 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 MARY GALLOWAY NEILL DIRECTOR 1.00 X 0 0 0 NATHAN BYRD DIRECTOR 1.00 X 0 0 0 MIKE DUNN 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 ALEXANDER THOMPSON III DIRECTOR 1.00 X 0 0 0 SANDRA BROOKS-MATHERS 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 MISSY RANKIN DIRECTOR 1.00 X 0 0 0 JAY LEUTZE DIRECTOR 1.00 X 0 0 0 THOMAS EARNHARDT IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 STEPHEN RICH TREASURER 2.00 X X 0 0 0 JANET DEAN SECRETARY 2.00 X X 0 0 0 MISSY RANKIN VICE PRESIDENT 2.00 X X 0 0 0 GREGORY FITCH PRESIDENT 2.00 X X 0 0 0 DR DAMON WAITT NCBG DIRECTOR 40.00 X X 0 118362 12137 0 118362 12137 0 0 0 0 0 953400 71681 953400 283 283 31200 24124 7076 7076 7076 MISCELLANEOUS 900099 68277 68277 68277 1029036 68277 0 7359 418720 418720 189296 6927 8061 174308 88853 47254 37011 4588 704 704 100316 33167 53834 13315 17225 14177 3048 6675 6357 318 8119 8119 MISCELLANEOUS 61822 40913 18808 2101 DEVELOPMENT SUPPORT SER 31309 31309 REPAIRS AND MAINTENANCE 23635 8230 15405 0 DUES, SUBSCRIPTIONS & B 4439 245 3884 310 1786 1786 952899 577776 148874 226249 63020 15707 1200452 986512 374421 246772 14200 25227 287073 121549 171489 165524 3651519 3405043 976194 976498 6451295 5821283 14000 1048 872520 246492 886520 247540 X -149075 -155196 3837097 3617131 1876753 2111808 5564775 5573743 6451295 5821283 X 76137 -58632 -8537 X X 0 1 X 1 0 X X 1 UNC AT CHAPEL HILL 566001393 6 1 418720 0 1 418720 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 0 2794763 234685 -39254 153433 2836761 2480710 126602 210768 23317 2794763 2212207 99595 297468 128560 2480710 2053588 68255 221328 130964 2212207 1975832 134504 26136 82884 2053588 0.00000 0.74430 0.25570 0 0 100000 100000 139852 88759 51093 36027 21596 14431 1806 1806 0 9388 9388 0 165524 INVESTMENT IN UNCIF 3405043 F 3405043 REAL ESTATE RESTRICTED FOR INVESTMENT 917925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 31748 976498 AGENCY CASH DEFICIT 246492 246492 1176695 -58631 189108 17182 147659 1029036 0 1029036 1167727 189108 25720 214828 952899 0 952899 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: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 24,124. CHANGE IN CASH VALUE OF LIFE INSURANCE 304. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST -7,246. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 24,124. RECOVERY OF BAD DEBTS 1,596. 1 UNC-CHAPEL HILL AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)3 418720 TO SUPPORT THE NC BOTANICAL GARDEN. 1 X 16 71681 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTING PERSONNEL AND THE BOARD TREASURER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 -1,595. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST -7,246. CHANGE IN CASH VALUE OF LIFE INSURANCE 304. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENTS WITH MANAGEMENT. 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 418720 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 31309 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 189108