2015-05-15T11:28:17-05:00 2014-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2013-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 GREG FITCH SECRETARY 9199620522 2015-05-15 1 ROBIN MCDUFFIE P00098611 9199428700 2013 2016-02-25 16:41:14Z GREG FITCH CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 944350 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 27 0 600 0 0 617448 630345 9320 8965 252038 189965 100548 17092 979354 846367 369951 382616 0 0 97641 159591 0 0 249580 277414 510335 745006 1052542 234348 -206175 5132990 6019558 0 828941 5132990 5190617 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 654252 382616 40864 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. 654252 1 1 0 0 0 0 1 0 0 1 1 1 0 1 1 1 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 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X STEPHEN A RICH 9199620522 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 X TOM EARNHARDT PRESIDENT 2.00 X X 0 0 0 MISSY RANKIN VICE PRESIDENT 2.00 X X 0 0 0 DR JONATHAN B HOWES VICE PRESIDENT THRU FALL 2013 2.00 X X 0 0 0 HARRIET WALL MARTIN VICE PRESIDENT THRU FALL 2013 2.00 X X 0 0 0 SANDRA BROOKS-MATHERS SECRETARY 2.00 X X 0 0 0 STEPHEN A RICH TREASURER 2.00 X X 0 0 0 ANN B ALEXANDER DIRECTOR 1.00 X 0 0 0 COTTON BRYAN DIRECTOR 1.00 X 0 0 0 BECKY COBEY DIRECTOR 1.00 X 0 0 0 JAN DEAN DIRECTOR 1.00 X 0 0 0 ROBERT W EAVES JR DIRECTOR 1.00 X 0 0 0 DEBBIE HILL DIRECTOR 1.00 X 0 0 0 NELL DEVEREUX JOSLIN DIRECTOR 1.00 X 0 0 0 FLORENCE F PEACOCK DIRECTOR 1.00 X 0 0 0 NANCY S PRESTON DIRECTOR 1.00 X 0 0 0 LINDA RIMER DIRECTOR 1.00 X 0 0 0 TOM K SCOTT DIRECTOR 1.00 X 0 0 0 ALEXANDER F THOMPSON III DIRECTOR 1.00 X 0 0 0 LYSANDRA GIBBS WEBER DIRECTOR 1.00 X 0 0 0 BARBARA K WENDELL DIRECTOR 1.00 X 0 0 0 JOHN WILSON DIRECTOR 1.00 X 0 0 0 BETSY BENNETT DIRECTOR FROM FALL 2013 1.00 X 0 0 0 GREG FITCH DIRECTOR FROM FALL 2013 1.00 X 0 0 0 JAY LEUTZE DIRECTOR FROM FALL 2013 1.00 X 0 0 0 SCOTTIE NEILL DIRECTOR FROM FALL 2013 1.00 X 0 0 0 BILL ROSS DIRECTOR FROM FALL 2013 1.00 X 0 0 0 CHARLES V TAFT DIRECTOR FROM FALL 2013 1.00 X 0 0 0 JASON YORK DIRECTOR FROM FALL 2013 1.00 X 0 0 0 MARY GALLOWAY NEILL DIRECTOR THRU FALL 2013 1.00 X 0 0 0 MARCELLA T GRENDLER DIRECTOR THRU FALL 2013 1.00 X 0 0 0 MARY BOWLER MILLER DIRECTOR THRU FALL 2013 1.00 X 0 0 0 RICHARD WILLIAMS DIRECTOR THRU FALL 2013 1.00 X 0 0 0 PETER CARR DIRECTOR THRU FALL 2013 1.00 X 0 0 0 SUZANNE FLEISHMANN DIRECTOR THRU FALL 2013 1.00 X 0 0 0 ANNE H LINDSEY IMM. PAST PRESIDENT FROM FALL 2013 1.00 X 0 0 0 BILL BRACEY IMM. PAST PRESIDENT THRU FALL 2013 1.00 X 0 0 0 PETER S WHITE EX-OFFICIO; ACTING ED 1.00 40.00 X X 0 150612 14596 0 150612 14596 0 0 1 0 0 35227 595118 55259 630345 CONTRACT SERVICES 611710 8965 8965 8965 30236 30236 11895 32582 -20687 -20687 -20687 159729 0 159729 159729 159729 71281 35227 65401 5880 5880 MISCELLANEOUS 900099 31899 31899 31899 846367 40864 0 175158 X 382616 382616 159591 4166 155425 10256 10256 151871 78555 57416 15900 34975 9783 19466 5726 18606 16046 2560 10329 9033 1029 267 123 123 7685 1521 6164 REPAIRS AND MAINTENANCE 84909 73873 11036 MISCELLANEOUS 74426 16063 34941 23422 GARDEN & FIELD SUPPLIES 43544 40894 2650 PRINTING AND PUBLICATIO 41572 11983 2424 27165 32039 9719 645 21675 1052542 654252 148710 249580 43148 19589 731908 1631380 461143 387862 50000 109733 287073 109525 179432 177548 2623018 2868233 934608 934946 5132990 6019558 31837 0 797104 0 828941 X 115682 -15277 3353135 3455873 1664173 1750021 5132990 5190617 5132990 6019558 X -206175 260180 3622 X X 0 1 X 1 0 X X 0 0 0 UNC-CH 566001393 STATE GOVERNMENT 1 1 1 382616 1 382616 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 127.00 0 0 0 1 1 20.00 0 2212207 99595 297468 128560 2480710 2053588 68255 221328 130964 2212207 1975832 134504 26136 82884 2053588 1792624 57026 209848 83666 1975832 1772499 51186 97624 128685 1792624 0.00000 0.70540 0.29460 0 1 1 100000 100000 139854 78589 61265 36026 19896 16130 11193 11040 153 177548 INVESTMENT IN UNCIF 2868233 F 2868233 REAL ESTATE RESTRICTED FOR INVESTMENT 876925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 31124 DEPOSITS 72 934946 AGENCY CASH DEFICIT 797104 797104 X 1275543 260180 71013 97983 429176 846367 0 846367 1217916 71013 94361 165374 1052542 0 1052542 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 X, LINE 2: UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR 2012 THROUGH 2014 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2012 THROUGH 2014 RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 32,582. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 65,401. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 32,582. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 65,401. RECOVERY OF BAD DEBTS -3,622. GALA 106508 35227 71281 65401 106508 35227 71281 65401 65401 5880 1 UNC-CHAPEL HILL AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 382616 TO SUPPORT THE NC BOTANICAL GARDEN. 1 1 0 0 0 0 0 0 0 0 0 PETER S WHITE EX-OFFICIO; ACTING ED 0 150612 0 0 0 0 0 9125 0 5471 0 165208 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS. SOME BOARD MEMBERS AND/OR OFFICERS ARE EMPLOYEES OF THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, AND THEIR SALARIES ARE SET AT THE DISCRETION OF THE UNIVERSITY. X 10 47074 FMV-SAME DAY SALE X OTHER PERSONA 31 8184 FMV-REGULAR SALES PR 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 IN THE PROCESS OF ADOPTING A POLICY OF 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 16,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,035. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 78,555. MANAGEMENT AND GENERAL EXPENSES 41,381. FUNDRAISING EXPENSES 15,900. TOTAL EXPENSES 135,836. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE 3,622. 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 382616 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 31931 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 71013