2016-11-15T14:28:09-06:00 2016-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2015-07-01 566086393 UNCG EXCELLENCE FOUNDATION INC UNCG 3363345200 PO BOX 26170 GREENSBORO NC 27402 CHARLES MAIMONE TREASURER 3363345200 2016-11-15 1 JOHN M ROBINSON P01281319 3362944494 2016-11-15 2015 2017-02-10 21:41:12Z CHARLES MAIMONE 1201 SPRING GARDEN STREET GREENSBORO NC 27412 4768265 0 X N/A X 1966 NC THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 43 41 0 40 0 0 3259245 3247606 0 0 5598341 1462003 22853 18633 8880439 4728242 3956031 4480272 0 0 0 0 0 0 0 590699 776608 4546730 5256880 4333709 -528638 119345750 113008449 7813969 7129506 111531781 105878943 X THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 0 0 4276199 4276199 UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS 21819 21819 WEATHERSPOON ART MUSEUM ASSOCIATION 182254 182254 WEATHERSPOON ARTS FOUNDATION 4480272 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 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 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 43 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X CHARLES MAIMONE 3363345200 254 MOSSMAN BUILDING GREENSBORO NC 27412 ART WINSTEAD JR PRESIDENT 1.00 X X 0 0 0 DR JANIS I ZINK SECRETARY 1.00 39.00 X X 0 281250 39220 CHARLES ANTHONY MAIMONE TREASURER 1.00 39.00 X X 0 246743 43209 DR NORMAN B ANDERSON DIRECTOR 1.00 X 0 0 0 KAREN ARMSTRONG DIRECTOR 1.00 X 0 0 0 DEBRA TURNER BAILEY DIRECTOR 1.00 X 0 0 0 CHARLES E BETTS DIRECTOR 1.00 X 0 0 0 WILLIAM F BLACK DIRECTOR 1.00 X 0 0 0 GAY BOWMAN DIRECTOR 1.00 X 0 0 0 DAVID LEONARD BROWN DIRECTOR 1.00 X 0 0 0 ELIZABETH F BUFORD DIRECTOR 1.00 X 0 0 0 CLYDE COLLINS JR DIRECTOR 1.00 X 0 0 0 CANDACE S CUMMINGS DIRECTOR 1.00 X 0 0 0 LAVONNE H FISHER DIRECTOR 1.00 X 0 0 0 PARKS FREEZE DIRECTOR 1.00 X 0 0 0 STEVE FROST DIRECTOR 1.00 X 0 0 0 JOAN GREASON DIRECTOR 1.00 X 0 0 0 CAROLYN THROCKMORTON GREEN DIRECTOR 1.00 X 0 0 0 JOHN C HARLOW DIRECTOR 1.00 X 0 0 0 GEORGE GIBBONS HOYLE DIRECTOR 1.00 X 0 0 0 SALLY CRUMPLER JOBE DIRECTOR 1.00 X 0 0 0 STEVE ALAN JOYCE JR DIRECTOR 1.00 X 0 0 0 DOT KEARNS DIRECTOR 1.00 X 0 0 0 KIM LYNN KETCHUM DIRECTOR 1.00 X 0 0 0 KURT W KRONENFELD DIRECTOR 1.00 X 0 0 0 BILL MANGUM JR DIRECTOR 1.00 X 0 0 0 JOHN MARTIN DIRECTOR 1.00 X 0 0 0 TOM MARTIN DIRECTOR 1.00 X 0 0 0 CHERYL L MCQUEARY DIRECTOR 1.00 X 0 0 0 TERALD LEVERN MELTON DIRECTOR 1.00 X 0 0 0 RICK MICHAELS DIRECTOR 1.00 X 0 0 0 MARY NAPIER-KESSELMAN DIRECTOR 1.00 X 0 0 0 MINDY OAKLEY DIRECTOR 1.00 X 0 0 0 DALE S PHIPPS DIRECTOR 1.00 X 0 0 0 CAROLYNN JEAN RICE DIRECTOR 1.00 X 0 0 0 JOANNE SAFRIT DIRECTOR 1.00 X 0 0 0 PAULA MYRICK SHORT DIRECTOR 1.00 X 0 0 0 MICHAEL T SPOHN DIRECTOR 1.00 X 0 0 0 DENNIS STEARNS DIRECTOR 1.00 X 0 0 0 CARRIE STEWART DIRECTOR 1.00 X 0 0 0 JEANNE TANNENBAUM DIRECTOR 1.00 X 0 0 0 DR BARBARA REYNOLDS TODD DIRECTOR 1.00 X 0 0 0 MAGGIE TRIPLETTE DIRECTOR 1.00 X 0 0 0 0 527993 82429 0 0 1 0 0 40017 3207589 758424 3247606 1071037 1071037 391819 0 853 391819 -853 390966 390966 57803 40017 39170 18633 18633 4728242 0 0 1480636 4480272 4480272 3100 3100 678231 678231 50000 50000 735 735 536 536 3559 3559 4380 4380 NON-EMPLOYEE SUBSISTENC 27744 27744 MISCELLANEOUS 8323 8323 5256880 4480272 776608 0 33017 110643 1808571 1843034 82704 152057 21360 1452 22000 0 383500 0 468490 383500 15574559 13860284 101335049 96657479 119345750 113008449 158609 161046 7655360 6968460 7813969 7129506 X 7524875 6892797 24912 0 103981994 98986146 111531781 105878943 119345750 113008449 X -528638 -4842802 -281398 X X 0 1 X 1 0 X X 1 UNCG 566001468 6 1 4298018 0 1 4298018 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98578962 2699731 -4274658 3808736 93195299 99301348 2672173 -588055 2806504 98578962 88039996 1050001 13601746 3390395 99301348 78548322 2971775 8235103 1715204 88039996 80869686 2006670 -2098441 2229593 78548322 0.05850 0.65940 0.28210 0 1 1 383500 383500 383500 CASH AND CASH EQUIVALENTS 1115714 F UNITS IN UNCG INVESTMENT FUND 95541765 F 96657479 ANNUITIES PAYABLE 4789605 FUNDS HELD FOR OTHERS 182283 OTHER LIABILITIES 49990 LIABILITIES UNDER UNITRUST AGREEMENTS 1946582 6968460 -1035019 -4842802 -281398 -5124200 4089181 678231 -39170 639061 4728242 4617819 39170 39170 4578649 678231 678231 5256880 PART V, LINE 4: THE MAJORITY OF THE ORGANIZATION'S ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET AS WELL AS CHANCELLOR DISCRETIONARY FUNDING. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN VALUE OF SPLIT IN INTEREST AGREEMENT -281,398. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS -39,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 39,170. SPARTAN GOLF 52582 39482 13100 8297 5520 13230 SPIRO'S BALL 45238 535 44703 8224 3899 2 97820 40017 57803 8297 13744 17129 39170 18633 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 4274289 EDUCATIONAL SUPPORT WEATHERSPOON ARTS FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 182254 FMV ARTWORK EDUCATIONAL SUPPORT WEATHERSPOON ART MUSEUM ASSOCIATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 237111684 501(C)(3) 23729 EDUCATIONAL SUPPORT 3 0 PART I, LINE 2: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE, DEPARTMENTS THEN USE THE FUNDS AS THE ENDOWMENT RESTRICTS UNCG'S FINANCIAL SERVICES DEPARTMENT ASSURES THAT FUNDS EXPENDED FOLLOW THE DONOR RESTRICTIONS. 0 0 0 0 0 0 0 0 0 DR JANIS I ZINK SECRETARY 0 281250 0 0 0 0 0 33827 0 5393 0 320470 0 0 CHARLES ANTHONY MAIMONE TREASURER 0 246743 0 0 0 0 0 37816 0 5393 0 289952 0 0 X 16 749555 PUBLISHED PRICE X HOSPITALITY FOR GOLF TOURNAMENT AND HALL OF FAME 12 8869 FMV 0 1 1 PART I, LINE 32B: SECURITIES ARE SOLD BY BROKER FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEW 990 ELECTRONICALLY PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B THE ENTITY HAS NO EMPLOYEES AND AS SUCH DOES NOT HAVE COMPENSATION POLICIES. UNCG, A RELATED PARTY, PAYS THE COMPENSATION SHOWN ON PART VII AND DOES HAVE COMPENSATION REVIEW POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -281,398. FORM 990 PART XII, LINE 2C PRIOR YEAR PROCEDURES HAVE NOT CHANGED. THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1201 SPRING GARDEN STREET GREENSBORO NC 27403 566001468 EDUCATION NC GOVERNMENTAL 0 THE UNIVERSITY OF NORTH CAROLINA WEATHERSPOON ARTS FOUNDATION 1201 SPRING GARDEN STREET GREENSBORO NC 27403 581852178 FUNDRAISING NC 501(C)(3) LINE 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION 1201 SPRING GARDEN STREET GREENSBORO NC 27403 237160700 FUNDRAISING/SCHOLARSHIP NC 501(C)(3) LINE 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 582005976 INVESTMENT NC 501(C)(3) LINE 11A, I THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 CAPITAL FACILITIES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 202483538 BUILDING SUPPORT NC 501(C)(3) LINE 11A, I THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 4276199 CASH PAID THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO P 21819 CASH PAID