UNIVERSITY OF NORTH CAROLINA AT PEMBROKE FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTH CAROLINA AT PEMBROKE FOUNDATION INC (EIN 58-1592230)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-29
- IRS object ID
- 201630299349300213
- Schema version
- 2014v6.0
- 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 K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-29T09:17:30-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD SUITE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581592230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9105216252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1510 | AddressLine1Txt |
| City | PEMBROKE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28372 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON SPELLMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9105216252 | PhoneNum |
| Signature | 2016-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN HOYLE CPA | PreparerPersonNm |
| PTIN | P00118964 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2016-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLTON SPELLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1510 | AddressLine1Txt |
| City | PEMBROKE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28372 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,106,394 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW2.UNCP.EDU/ADVANCEMENT/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE UNCP FOUNDATION, INC. IS AN INDEPENDENT, NONPROFIT CORPORATION CHARTERED IN 1968 FOR THE PURPOSE OF SEEKING, ACCEPTING, AND ADMINISTERING THE FULL RANGE OF PRIVATE CONTRIBUTIONS FOR THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE. THE MISSION OF THE FOUNDATION IS TO BUILD POSITIVE WORKING RELATIONSHIPS BETWEEN UNC PEMBROKE AND THE COMMUNITIES IT SERVES; GIVE LEADERSHIP TO THE DEVELOPMENT OF RESOURCES FOR PROGRAMS NOT FUNDED OR PARTIALLY FUNDED BY THE STATE; APPROVE PROGRAMS TO BE FUNDED FROM IDENTIFIED RESOURCES; PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF UNCP; SUPERVISE THE ADMINISTRATION OF SUCH FUNDS AND PROVIDE A FORMAL MECHANISM FOR IDENTIFYING AND UTILIZING VOLUNTEERS TO REALIZE THESE STATED GOALS. THE AIM OF THE FOUNDATION IS TO LINK THE COMMUNITY AND THE PROFESSIONAL AND BUSINESS WORLDS WITH THE ACADEMIC NEEDS OF UNCP. THE FOUNDATION SEEKS, RECEIVES, MANAGES, AND DISTRIBUTES RESTRICTED AND UNRESTRICTED GIFTS AS WELL AS ENDOWED, DEFERRED, AND SPECIAL GIFTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $859,558 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,665,214 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,824,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,897,547 | CYProgramServiceRevenueAmt |
| PY Investment Income | $312,327 | PYInvestmentIncomeAmt |
| CY Investment Income | $646,456 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,008 | PYOtherRevenueAmt |
| CY Other Revenue | $52,961 | CYOtherRevenueAmt |
| PY Total Revenue | $5,054,680 | PYTotalRevenueAmt |
| CY Total Revenue | $6,262,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $175,684 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $236,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,888 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $535 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,412 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,816,667 | PYOtherExpensesAmt |
| CY Other Expenses | $3,660,179 | CYOtherExpensesAmt |
| PY Total Expenses | $3,995,239 | PYTotalExpensesAmt |
| CY Total Expenses | $3,897,478 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,059,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,364,700 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,237,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,268,553 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,482,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,253,896 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,755,185 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,014,657 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNCP FOUNDATION, INC. IS AN INDEPENDENT, NONPROFIT CORPORATION CHARTERED IN 1968 FOR THE PURPOSE OF SEEKING, ACCEPTING, AND ADMINISTERING THE FULL RANGE OF PRIVATE CONTRIBUTIONS FOR THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,209,252 | ExpenseAmt |
| Revenue | $3,897,547 | RevenueAmt |
| Desc | THE FOUNDATION IS THE SOLE MEMBER OF THE UNCP UNIVERSITY FOUNDATION, LLC AND THE UNCP STUDENT HOUSING FOUNDATION, LLC. EACH LLC ACQUIRES, DEVELOPS, CONSTRUCTS, AND OPERATES STUDENT HOUSING FOR THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $467,387 | ExpenseAmt |
| Grant | $236,764 | GrantAmt |
| Desc | THE FOUNDATION PROMOTES PUBLIC UNDERSTANDING OF AND PROVIDES SUPPORT EXCLUSIVELY FOR UNC PEMBROKE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,676,639 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 11 | 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 | 0 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON SPELLMAN | PersonNm |
| Phone | 9105216209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1510 | AddressLine1Txt |
| City | PEMBROKE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28372 | 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 |
|---|---|---|---|---|---|---|
| MR DARRELL D JOHNSON | ||||||
| IMMEDIATE PAST CHAIR, DIRE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES MARTIN | ||||||
| CHAIR, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR DAVID J MCNEILL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MS LEECHELLE BROOKS | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR RICHARD COSENTINO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $175,550 | $37,414 | |
| MR ABDUL R GHAFFAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT E CATON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KYLE CARTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $243,600 | $52,313 | |
| DR DONNA C PETERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS DARLENE H RANSOM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ANITA HOLT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES GORE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS CAROL HIGY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $78,466 | $23,037 | |
| MR RUDY LOCKLEAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLTON SPELLMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MS WENDY LOWERY | ||||||
| EXECUTIVE DIRECTOR | 1.00 | $0 | $142,230 | $34,957 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $639,846 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,721 | 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 | $122,049 | FundraisingAmt |
| Government Grants | $90,236 | GovernmentGrantsAmt |
| All Other Contributions | $1,452,929 | AllOtherContributionsAmt |
| Noncash Contributions | $31,979 | NoncashContributionsAmt |
| Total Contributions | $1,665,214 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM RELATED INTEREST INCOME | 531110 | $2,056,827 | $2,056,827 |
| RENTAL REVENUE | 531110 | $1,840,720 | $1,840,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,897,547 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,153 | TotalRevenueColumnAmt |
| Exclusion | $368,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,073,670 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,795,367 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,303 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,303 | TotalRevenueColumnAmt |
| Exclusion | $278,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $101,810 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $122,049 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,849 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,961 | TotalRevenueColumnAmt |
| Exclusion | $52,961 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,262,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,897,547 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $699,417 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,987 | TotalAmt |
| Program Services | $96,987 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,777 | TotalAmt |
| Program Services | $139,777 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,610 | TotalAmt |
| Management And General | $16,610 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934 | TotalAmt |
| Management And General | $1,934 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,900 | TotalAmt |
| Management And General | $10,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,732 | TotalAmt |
| Management And General | $58,732 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,032 | TotalAmt |
| Management And General | $42,032 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,532 | TotalAmt |
| Management And General | $5,532 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,687 | TotalAmt |
| Program Services | $103,476 | ProgramServicesAmt |
| Management And General | $17,799 | ManagementAndGeneralAmt |
| Fundraising | $1,412 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,580 | TotalAmt |
| Management And General | $6,580 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,014 | TotalAmt |
| Program Services | $1,688,514 | ProgramServicesAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,274 | TotalAmt |
| Management And General | $13,274 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,947 | TotalAmt |
| Program Services | $114,947 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,959 | TotalAmt |
| Management And General | $7,959 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RENTAL EXPENSES | $1,520,738 | $1,520,738 | |
| GIFT DONATION EXPENSES | $12,200 | $12,200 | |
| ENDOWMENTS | $40 | $40 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,897,478 | TotalAmt |
| Program Services | $3,676,639 | ProgramServicesAmt |
| Management And General | $219,427 | ManagementAndGeneralAmt |
| Fundraising | $1,412 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,199 | BOYAmt |
| EOY | $1,222,197 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,126 | BOYAmt |
| EOY | $116,003 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,990 | BOYAmt |
| EOY | $1,030,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,262,746 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,779,393 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,965,628 | BOYAmt |
| EOY | $10,483,353 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,834,470 | BOYAmt |
| EOY | $5,055,201 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,808,082 | BOYAmt |
| EOY | $44,361,566 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,237,495 | BOYAmt |
| EOY | $62,268,553 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,751 | BOYAmt |
| EOY | $1,112,345 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,845,000 | BOYAmt |
| EOY | $46,565,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,794,559 | BOYAmt |
| EOY | $3,576,551 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,482,310 | BOYAmt |
| EOY | $51,253,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,923 | BOYAmt |
| EOY | $853,074 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,619,664 | BOYAmt |
| EOY | $6,202,348 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,655,598 | BOYAmt |
| EOY | $3,959,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,755,185 | BOYAmt |
| EOY | $11,014,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,237,495 | BOYAmt |
| EOY | $62,268,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,364,700 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$320,130 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $214,902 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $804,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $736,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $655,965 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $859,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,670,214 | CurrentTaxYearAmt |
| Total | $4,726,948 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,544,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,940,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,959,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,824,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,897,547 | CurrentTaxYearAmt |
| Total | $18,167,379 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,349,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,677,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,615,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,684,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,567,761 | CurrentTaxYearAmt |
| Total | $22,894,327 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $17,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,245 | CurrentTaxYearAmt |
| Total | $418,651 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $17,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,245 | CurrentTaxYearAmt |
| Total | $418,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,475,676 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $606,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $368,153 | CurrentTaxYearAmt |
| Total | $1,748,035 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $606,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,908 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $368,153 | CurrentTaxYearAmt |
| Total | $1,748,035 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,955,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,988,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,765,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,996,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,935,914 | CurrentTaxYearAmt |
| Total | $24,642,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91760 | PublicSupportPY509Pct |
| Investment Income CY | 0.07090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06790 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $4,834,470 | BeginningYearBalanceAmt |
| Contributions | $632,401 | ContributionsAmt |
| Investment Earnings Or Losses | $484,441 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $896,111 | OtherExpendituresAmt |
| End Year Balance | $5,055,201 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,924,694 | BeginningYearBalanceAmt |
| Contributions | $336,566 | ContributionsAmt |
| Investment Earnings Or Losses | $640,277 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,067 | OtherExpendituresAmt |
| End Year Balance | $4,834,470 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,458,941 | BeginningYearBalanceAmt |
| Contributions | $175,516 | ContributionsAmt |
| Investment Earnings Or Losses | $392,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $102,054 | OtherExpendituresAmt |
| End Year Balance | $3,924,694 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,232,363 | BeginningYearBalanceAmt |
| Contributions | $305,508 | ContributionsAmt |
| Investment Earnings Or Losses | $15,578 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $94,508 | OtherExpendituresAmt |
| End Year Balance | $3,458,941 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,546,645 | BeginningYearBalanceAmt |
| Contributions | $204,440 | ContributionsAmt |
| Investment Earnings Or Losses | $481,278 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,232,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.77220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $506,070 | OtherCostOrOtherBasisAmt |
| Book Value | $506,070 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,748,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,777,641 | DepreciationAmt |
| Book Value | $9,971,326 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,752 | DepreciationAmt |
| Book Value | $5,957 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,483,353 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $36,950 | F |
| STOCKS | $2,758,100 | F |
| CORPORATE FIXED INCOME | $221,614 | F |
| MUTUAL FUNDS | $37,796 | F |
| HEDGE FUNDS | $606,584 | F |
| INVESTMENT IN REAL ESTATE | $330,492 | F |
| EFT & CFT'S | $910,150 | F |
| UNIT INVESTMENT TRUST | $4,047 | F |
| UNALLOCATED INSURANCE CONTRACTS | $149,468 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,055,201 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESTRICTED CASH | $937,606 |
| ASSETS HELD BY TRUSTEE | $4,317,004 |
| LEASES RECEIVABLE | $39,052,140 |
| CASH SURRENDER- INSURANCE | $54,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $44,361,566 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP FOR FAIR VALUE | $1,886,643 |
| UNAMORTIZED BOND PREMIUM | $83,865 |
| FUNDS HELD FOR OTHERS | $1,606,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,576,551 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,343,971 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$320,130 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $48,848 | OtherRevenueAmt |
| Revenue Not Reported | -$266,282 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,610,253 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$348,075 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$348,075 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,262,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,299,401 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $48,848 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53,848 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,245,553 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$348,075 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$348,075 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,897,478 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT CONSISTS OF APPROXIMATELY 195 FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT FUNDS ARE PRIMARILY USED TO PROVIDE SCHOLARSHIPS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 48,848. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE NET WITH EXPENDITURES ON FINANCIAL STATEMENT -348,075. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES, ADJUSTED FOR D 48,848. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVENUE NET WITH EXPENDITURES ON FINANCIAL STATEMENT -348,075. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SOS FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $40,386 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $40,386 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $360 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,947 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,334 | OtherDirectExpensesEvent1Amt |
| Event2 | CASH BASH - BRAVES CLUB | Event2Nm |
| Gross Receipts Event2 | $37,111 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $37,111 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $5,000 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $5,275 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $72 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $146,362 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $122,049 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,313 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,000 | CashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $16,146 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,455 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,260 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $223,859 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $122,049 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $101,810 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $360 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,368 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,455 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,666 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,849 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,961 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | PEMBROKE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28372 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566000805 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $96,987 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | TO PROVIDE SUPPORT TO UNC PEMBROKES UNIVERSITY & ATHLETIC FUNDS. | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 108 | RecipientCnt |
| Cash Grant | $139,777 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE USED TO PROVIDE SCHOLARSHIPS | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR RICHARD COSENTINO | ||||||||||||||
| DIRECTOR | $0 | $175,550 | $0 | $0 | $0 | $0 | $0 | $22,313 | $0 | $15,101 | $0 | $212,964 | $0 | $0 |
| DR KYLE CARTER | ||||||||||||||
| DIRECTOR | $0 | $243,600 | $0 | $0 | $0 | $0 | $0 | $36,311 | $0 | $16,002 | $0 | $295,913 | $0 | $0 |
| MS WENDY LOWERY | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $142,230 | $0 | $0 | $0 | $0 | $0 | $20,487 | $0 | $14,470 | $0 | $177,187 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 658259CE4 | 2004-01-01 | $250,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 658259CF1 | 2004-01-01 | $270,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 658259CG9 | 2004-01-01 | $275,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 658259CH7 | 2004-01-01 | $285,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $248,393 | $14,070 | $3,810 | $6,939 | $216,359 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $268,264 | $15,196 | $4,114 | $7,494 | $233,668 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| C | $273,232 | $15,477 | $4,190 | $7,633 | $237,995 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| D | $283,168 | $16,040 | $4,343 | $7,911 | $246,649 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 658259CJ3 | 2004-01-01 | $295,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 658259CK0 | 2004-01-01 | $310,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 658259CL8 | 2004-01-01 | $320,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 658259CN4 | 2004-01-01 | $685,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $293,104 | $16,603 | $4,495 | $8,188 | $255,304 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $308,007 | $17,447 | $4,724 | $8,605 | $268,285 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| C | $317,943 | $18,010 | $4,876 | $8,882 | $276,940 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| D | $680,596 | $38,553 | $10,438 | $19,013 | $592,824 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 658259CQ7 | 2004-01-01 | $2,535,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 658259CR5 | 2004-01-01 | $1,020,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2004) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 91470PAK0 | 2006-05-01 | $330,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 91470PAL8 | 2006-05-01 | $340,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,518,704 | $142,674 | $38,628 | $70,364 | $2,193,881 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| B | $1,013,443 | $57,407 | $15,543 | $28,312 | $882,745 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
| C | $323,405 | $19,301 | $19,557 | $6,284 | $302,090 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| D | $333,205 | $19,886 | $20,150 | $6,475 | $311,245 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 91470PAM6 | 2006-05-01 | $355,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 91470PAN4 | 2006-05-01 | $370,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 91470PAP9 | 2006-05-01 | $390,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 91470PAQ7 | 2006-05-01 | $1,275,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $347,905 | $20,763 | $21,039 | $6,760 | $324,976 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| B | $362,606 | $21,641 | $21,928 | $7,046 | $338,708 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| C | $382,206 | $22,811 | $23,113 | $7,427 | $357,016 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| D | $1,249,519 | $74,573 | $75,561 | $24,281 | $1,167,168 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 91470PAR5 | 2006-05-01 | $460,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 91470PAS3 | 2006-05-01 | $5,220,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 91470PAT1 | 2006-05-01 | $1,000,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 91470PAU8 | 2006-05-01 | $2,085,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2006) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $450,807 | $26,905 | $27,261 | $8,760 | $421,096 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| B | $5,115,678 | $305,311 | $309,356 | $99,407 | $4,778,522 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| C | $980,015 | $58,489 | $59,264 | $19,044 | $915,426 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
| D | $2,043,331 | $121,949 | $123,565 | $39,706 | $1,908,663 | 2007 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 914723AE1 | 2010-10-07 | $430,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010A) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 914723AF8 | 2010-10-07 | $440,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010A) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 914723AG6 | 2010-10-07 | $3,810,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 914723AH4 | 2010-10-07 | $2,255,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $446,865 | $33,059 | $9,142 | $7,068 | $397,597 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $457,257 | $33,828 | $9,355 | $7,232 | $406,843 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| C | $3,810,000 | $292,916 | $99,888 | $63,150 | $3,354,288 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $2,255,000 | $173,367 | $59,120 | $37,376 | $1,985,281 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 914723AJ0 | 2010-10-07 | $470,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 914723AK7 | 2010-10-07 | $485,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 914723AL5 | 2010-10-07 | $500,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| D | 566000805 | 914723AM3 | 2010-10-07 | $460,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $470,000 | $36,134 | $12,322 | $7,790 | $413,784 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $485,000 | $37,287 | $12,715 | $8,039 | $426,989 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| C | $500,000 | $38,440 | $13,109 | $8,287 | $440,195 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| D | $460,000 | $35,365 | $12,060 | $7,624 | $404,980 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| A | 566000805 | 914723AN1 | 2010-10-07 | $1,605,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| B | 566000805 | 914723AP6 | 2010-10-07 | $3,970,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | ||||||||
| C | 566000805 | 914723AQ4 | 2010-10-07 | $4,880,000 | TO FINANCE THE CONSTRUCTION OF UNIV STUDENT HOUSING(2010B) | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,605,000 | $123,394 | $42,079 | $26,603 | $1,413,027 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $3,970,000 | $305,217 | $104,082 | $65,802 | $3,495,151 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| C | $4,880,000 | $375,179 | $127,940 | $80,885 | $4,296,306 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,192 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT STORE VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 119 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ITEMS FOR SILENT AUCTION | 78 | $20,072 | COST |
| Yes (X) | MISCELLANEOUS GIFTS | 14 | $4,000 | COST |
| Yes (X) | LAWN MOWER | 1 | $2,000 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED AND APPROVED BY THE VICE CHANCELLOR FOR BUSINESS AFFAIRS BEFORE PRESENTING TO ALL BOARD MEMBERS PRIOR TO FILING FOR THE CURRENT TAX YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | UNCP FOUNDATION WILL ESTABLISH AND MAINTAIN CONFLICTS OF INTEREST POLICIES PERTAINING TO ITS RELATIONSHIP WITH UNCP, MEMBERS OF THE GOVERNING BOARD AND PERSONS DOING BUSINESS WITH UNCP FOUNDATION. SUCH POLICIES PROVIDE THAT (A) ALL TRANSACTIONS (OTHER THAN STATED EXPENSE REIMBURSEMENTS), BETWEEN UNCP FOUNDATION AND AN OFFICER, DIRECTOR, OR EMPLOYEE OF UNCP FOUNDATION, MUST BE APPROVED BY THE UNCP FOUNDATION BOARD; (B) NO UNCP FOUNDATION OFFICER,DIRECTOR, OR EMPLOYEE HAVING A PRIVATE BUSINESS INTEREST IN AN UNCP FOUNDATION BUSINESS TRANSACTION MAY BE INVOLVED IN THE DECISION WITH RESPECT TO WHETHER THE UNCP FOUNDATION SHOULD ENTER INTO SUCH TRANSACTION; (C) NO UNCP FOUNDATION SCHOLARSHIP OR FELLOWSHIP AWARD MAY BE MADE TO AN OFFICER, DIRECTOR, OR EMPLOYEE OF THE UNCP FOUNDATION OR TO A FAMILY MEMBER OF SUCH PERSON UNLESS THE RECIPIENT OF THE AWARD IS DETERMINED BY AN INDEPENDENT AWARDS COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES COPIES OF IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THROUGH THE OFFICE OF ADVANCEMENT AT UNCP-PEMBROKE. |
| FORM 990, PART XI, LINE 9: | INTEREST RATE SWAP 214,902. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|
| THE UNCP UNIVERSITY FOUNDATION LLC | |||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | DEVELOP STUDENT HOUSING | NC | $1,840,427 | $8,417,323 |
| THE UNCP STUDENT HOUSING FOUNDATION LLC | |||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | DEVELOP STUDENT HOUSING | NC | $2,307,596 | $42,587,879 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY DRIVE | AddressLine1Txt |
| City | PEMBROKE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28372 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566000805 | EIN |
| Primary Activities | PUBLIC UNIVERSITY IN THE STATE OF NORTH CAROLINA | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 5 | PublicCharityStatusTxt |
| 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 | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $378,819 | InvolvedAmt |
Comments