2016-05-13T09:57:43-05:00 2015-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2014-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 STEPHEN RICH TREASURER 9199620522 2016-05-12 1 ROBIN MCDUFFIE P00098611 9199428700 2014 2016-08-17 19:52:53Z STEPHEN RICH CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1480977 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. 29 28 0 600 0 0 630345 1099414 8965 16105 189965 234022 17092 56723 846367 1406264 382616 480776 0 0 159591 132767 0 0 176799 510335 492284 1052542 1105827 -206175 300437 6019558 6451295 828941 886520 5190617 5564775 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 775541 480776 41459 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. 775541 1 1 0 0 0 0 1 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 28 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 TOM EARNHARDT PRESIDENT 2.00 X X 0 0 0 MISSY RANKIN VICE PRESIDENT 2.00 X X 0 0 0 GREG FITCH SECRETARY 2.00 X X 0 0 0 STEPHEN A RICH TREASURER 2.00 X X 0 0 0 COTTON BRYAN DIRECTOR 1.00 X 0 0 0 BECKY COBEY DIRECTOR 1.00 X 0 0 0 JANET DEAN DIRECTOR 1.00 X 0 0 0 ROBERT EAVES 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 NELL JOSLIN DIRECTOR 1.00 X 0 0 0 NANCY PRESTON DIRECTOR 1.00 X 0 0 0 LINDA RIMER DIRECTOR 1.00 X 0 0 0 TOM SCOTT DIRECTOR 1.00 X 0 0 0 LYSANDRA GIBBS WEBER DIRECTOR 1.00 X 0 0 0 WANDA BRYANT DIRECTOR 1.00 X 0 0 0 JASON YORK 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 ROBERT BROAD 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 SANDRA BROOKS-MATHERS DIRECTOR 1.00 X 0 0 0 JAY LEUTZE DIRECTOR 1.00 X 0 0 0 MARY GALLOWAY NEILL DIRECTOR 1.00 X 0 0 0 PETER S WHITE EX-OFFICIO; ACTING ED 1.00 40.00 X X 0 153073 24804 ANNE LINDSEY IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 0 153073 24804 0 0 1 0 0 11864 1087550 41000 1099414 CONTRACT SERVICES 611710 16105 16105 16105 27748 27748 30690 25703 4987 4987 4987 206274 0 206274 206274 206274 75392 11864 49010 26382 26382 MISCELLANEOUS 900099 25354 25354 25354 1406264 41459 0 265391 X 480776 480776 132767 13248 7765 111754 11400 11400 157417 115030 38552 3835 3549 255 3294 11359 4669 5254 1436 788 588 200 123 123 8041 8041 SUPPLIES 75040 56539 16122 2379 MISCELLANEOUS 73531 50030 21601 1900 REPAIRS AND MAINTENANCE 67909 36981 30892 36 PRINTING AND PUBLICATIO 37631 10530 6301 20800 45496 7150 6981 31365 1105827 775541 153487 176799 19589 63020 1631380 1200452 387862 374421 14200 287073 115584 177548 171489 2868233 3651519 934946 976194 6019558 6451295 31837 14000 797104 872520 828941 886520 X -15277 -149075 3455873 3837097 1750021 1876753 5190617 5564775 6019558 6451295 300437 73721 0 X X 0 1 X 1 0 X X 1 UNC AT CHAPEL HILL 566001393 6 1 480776 0 1 480776 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 16 127.00 0 0 0 1 1 20.00 0 2480710 126602 210768 23317 2794763 2212207 99595 297468 128560 2480710 2053588 68255 221328 130964 2212207 1975832 134504 26136 82884 2053588 1792624 57026 209848 83666 1975832 0.00000 0.67100 0.32900 0 0 100000 100000 139854 83674 56180 36026 20746 15280 11193 11164 29 171489 INVESTMENT IN UNCIF 3651519 F 3651519 REAL ESTATE RESTRICTED FOR INVESTMENT 917925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 31444 976194 AGENCY CASH DEFICIT 872520 872520 1763569 73721 208871 74713 357305 1406264 0 1406264 1389411 208871 74713 283584 1105827 0 1105827 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 25,703. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 49,010. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 25,703. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 49,010. RECOVERY OF BAD DEBTS GALA 87256 11864 75392 49010 87256 11864 75392 49010 49010 26382 1 UNC-CHAPEL HILL AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 480776 TO SUPPORT THE NC BOTANICAL GARDEN. 1 0 0 0 0 0 0 0 0 0 PETER S WHITE EX-OFFICIO; ACTING ED 0 153073 0 0 0 0 0 19427 0 5377 0 177877 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS. IF APPLICABLE, THE COMPENSATION OF BOARD MEMBERS AND/OR OFFICERS THAT ARE EMPLOYED BY THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, ARE REPORTED IN THE FOUNDATION'S 990. THEIR COMPENSATION IS SET AT THE DISCRETION OF THE UNIVERSITY. X 1 41000 APPRAISED VALUE 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,290. FUNDRAISING EXPENSES 735. TOTAL EXPENSES 21,025. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 115,030. MANAGEMENT AND GENERAL EXPENSES 18,262. FUNDRAISING EXPENSES 3,100. TOTAL EXPENSES 136,392. 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 480776 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 23368 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 208871