UNIVERSITY OF NC CHAPEL HILL PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NC CHAPEL HILL PUBLIC HEALTH FOUNDATION INC (EIN 56-1717285)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-16
- IRS object ID
- 201530479349300418
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T11:06:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561717285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT | BusinessNameLine1 |
| Business Name Line2 | CHAPEL HILL PUBLIC HEALTH FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9199667612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 899 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275140899 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL HINSON MILLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9198434586 | PhoneNum |
| Signature | 2015-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL WALKER | PreparerPersonNm |
| PTIN | P00829419 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRYSTAL HINSON MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ROSENAU ROAD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275997400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,879,283 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION SUPPORTS THE SCHOOL OF PUBLIC HEALTH AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,178,133 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,688,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,795,920 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,191,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,974,053 | PYTotalRevenueAmt |
| CY Total Revenue | $5,879,283 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,434,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,282,489 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $592,291 | PYOtherExpensesAmt |
| CY Other Expenses | $639,598 | CYOtherExpensesAmt |
| PY Total Expenses | $3,027,040 | PYTotalExpensesAmt |
| CY Total Expenses | $4,922,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,947,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $957,196 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,493,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,289,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,295 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,442,687 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,263,023 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO IMPROVE PUBLIC HEALTH, PROMOTE INDIVIDUAL WELL-BEING, AND ELIMINATE HEALTH DISPARITIES ACROSS NORTH CAROLINA AND AROUND THE WORLD.WE BRING ABOUT SUSTAINABLE, POSITIVE CHANGES IN HEALTH BY PROVIDING AN OUTSTANDING PROGRAM OF RESEARCH, TEACHING, AND SERVICE TO: EDUCATE THE NEXT GENERATION OF PUBLIC HEALTH LEADERS; DISCOVER, TEST, AND DISSEMINATE SOLUTIONS TO HEALTH THREATS AND PROBLEMS; TRANSLATE RESEARCH INTO EFFECTIVE PRACTICES AND SOUND POLICIES; AND SERVE NORTH CAROLINA AND BEYOND THROUGH OUTREACH, ENGAGEMENT, EDUCATION OF CITIZENS AND HEALTH PROFESSIONALS, AND APPLICATION OF SOLUTIONS TO HEALTH THREATS AND PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,426,166 | ExpenseAmt |
| Grant | $4,282,489 | GrantAmt |
| Desc | THE PUBLIC HEALTH FOUNDATION PROVIDES SUPPORT TO THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH WHOSE PURPOSE IS TO ACCELERATE SOLUTIONS TO THE WORLD'S MOST PRESSING PUBLIC HEALTH PROBLEMS. ITS FACULTY AND STAFF SERVE ALL 100 NORTH CAROLINA COUNTIES BY TRAINING MORE THAN 20,000 PUBLIC HEALTH PROFESSIONALS EACH YEAR AND EDUCATING MORE THAN 1,700 STUDENTS. | Desc |
| Total Program Service Expenses | $4,426,166 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE THORNSVARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198434586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ROSENAU HALL | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275997400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DELTON ATKINSON | ||||||
| PRESIDENT | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAULA BROWN STAFFORD | ||||||
| VICE PRESIDENT | 0.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA K RIMER | ||||||
| DEAN, EXECUTIVE VP, EX-OFF | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PEGGY D GLENN | ||||||
| EXECUTIVE DIR, SECRETARY, | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLOTTE NUNEZ-WOLFF | ||||||
| TREASURER, EX-OFFICIO | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID J BALLARD | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| ANTONIO S BRAITHWAITE | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| P LAMONT BRYANT | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA H CASSELL | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| DENIESE M CHANEY | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| STACY-ANN CHRISTIAN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL TREY A CRABB III | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| DAVID DODSON | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA J GIRMAN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| PRISCILLA A GUILD | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| ALMA GIBBIE HARRIS | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH PARHAM HOPSON | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JOAN C HUNTLEY | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| ANDREA M GRIFFIN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| MARK H MERRILL | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN A MORSE | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS M OWEN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN J PULLIN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| ROY J RAMTHUN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| LAURA HELMS REECE | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JAMES ROSEN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE SERGENT | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| CELETTE SUGG SKINNER | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| SENTHIL N SUNDARAM | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| EDGAR G VILLANUEVA | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| ALICE D WHITE | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| CHEN-YU YEN | ||||||
| BOARD MEMBER | 0.90 | Yes (X) | $0 | $0 | $0 | |
| SANDY MOULTON | ||||||
| INTERIM EXECUTIVE DIRECTOR | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC MANAGEMENT COMPANY | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 AIRPORT DRIVE | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT FEES | ServicesDesc |
| Compensation | $120,991 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,688,008 | AllOtherContributionsAmt |
| Noncash Contributions | $80,313 | NoncashContributionsAmt |
| Total Contributions | $3,688,008 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,295 | TotalRevenueColumnAmt |
| Exclusion | $325,295 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,865,980 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,865,980 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,865,980 | TotalRevenueColumnAmt |
| Exclusion | $1,865,980 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,879,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,191,275 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,282,489 | TotalAmt |
| Program Services | $4,282,489 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,991 | TotalAmt |
| Management And General | $120,991 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,381 | TotalAmt |
| Management And General | $72,338 | ManagementAndGeneralAmt |
| Fundraising | $7,043 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,910 | TotalAmt |
| Program Services | $7,300 | ProgramServicesAmt |
| Management And General | $266 | ManagementAndGeneralAmt |
| Fundraising | $30,344 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,014 | TotalAmt |
| Program Services | $79,014 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,499 | TotalAmt |
| Management And General | $1,225 | ManagementAndGeneralAmt |
| Fundraising | $1,274 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,384 | TotalAmt |
| Management And General | $22,963 | ManagementAndGeneralAmt |
| Fundraising | $1,421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DEVELOPMENT ASSESSMENT | $236,453 | $236,453 | ||
| PROGRAM SERVICES | $57,363 | $57,363 | ||
| DUES | $1,603 | $744 | $859 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,922,087 | TotalAmt |
| Program Services | $4,426,166 | ProgramServicesAmt |
| Management And General | $218,642 | ManagementAndGeneralAmt |
| Fundraising | $277,279 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,675,132 | BOYAmt |
| EOY | $9,862,620 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,015,914 | BOYAmt |
| EOY | $12,182,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,327 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,049 | BOYAmt |
| EOY | $1,283 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,547,406 | BOYAmt |
| EOY | $45,885,720 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,167 | BOYAmt |
| EOY | $342,343 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,493,668 | BOYAmt |
| EOY | $68,289,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,981 | BOYAmt |
| EOY | $26,295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,981 | BOYAmt |
| EOY | $26,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,018,454 | BOYAmt |
| EOY | $31,468,852 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,353,384 | BOYAmt |
| EOY | $26,579,564 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,070,849 | BOYAmt |
| EOY | $10,214,607 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,442,687 | BOYAmt |
| EOY | $68,263,023 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,493,668 | BOYAmt |
| EOY | $68,289,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $957,196 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,757,397 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $105,743 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,024,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,510,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,293,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,178,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,688,008 | CurrentTaxYearAmt |
| Total | $13,695,207 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $376,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $428,815 | CurrentTaxYearAmt |
| Total | $1,437,797 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,135,464 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,641,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,684,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,554,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,116,823 | CurrentTaxYearAmt |
| Total | $15,133,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,680,428 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,452,576 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $437,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $394,220 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,295 | CurrentTaxYearAmt |
| Total | $1,825,408 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,158 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,962,570 | TotalSupportAmt |
| Public Support CY170 | 0.61620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $14,155,678 | BeginningYearBalanceAmt |
| Contributions | $979,829 | ContributionsAmt |
| Investment Earnings Or Losses | $2,039,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $735,918 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,438,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,417,955 | BeginningYearBalanceAmt |
| Contributions | $183,550 | ContributionsAmt |
| Investment Earnings Or Losses | $3,166,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $785,518 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,982,476 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,016,257 | BeginningYearBalanceAmt |
| Contributions | $220,058 | ContributionsAmt |
| Investment Earnings Or Losses | $569,579 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,387,939 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,417,955 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,022,012 | BeginningYearBalanceAmt |
| Contributions | $248,442 | ContributionsAmt |
| Investment Earnings Or Losses | $3,715,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,970,090 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,016,257 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,784,851 | BeginningYearBalanceAmt |
| Contributions | $1,483,533 | ContributionsAmt |
| Investment Earnings Or Losses | $1,294,707 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $541,079 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,022,012 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNC INVESTMENT FUND | Desc |
| Book Value | $45,885,720 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,885,720 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,171,751 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,757,397 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $428,815 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $106,256 | OtherRevenueAmt |
| Revenue Not Reported | $3,292,468 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,879,283 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,879,283 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,351,415 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $428,815 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $513 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $429,328 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,922,087 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,922,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH AND THE UNIVERSITY OF NORTH CAROLINA. |
| PART X, LINE 2: | UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR THE YEARS ENDED JUNE 30, 2012 THROUGH 2014 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED TAX POSITIONS FOR THESE 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: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 106,256. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 513. |
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 | UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 DAUER DRIVE CB 7400 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566001393 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $4,282,489 | CashGrantAmt |
| Purpose Of Grant | GRANTS ARE AWARDED TO SUPPORT SCHOLARSHIPS, PROFESSORSHIPS, FACULTY AND STUDENT AWARDS, LECTURESHIPS, RESEARCH INITIATIVES, AND OPERATING NEEDS OF THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH. | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A REQUEST FORM IS COMPLETED FOR USE OF GRANTS AND THIS PURPOSE MUST MATCH THE FUND'S AUTHORITY AND PURPOSE IN ORDER TO RELEASE FUNDS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SECURITY SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE 990 ALONG WITH A HIGH LEVEL SUMMARY OF KEY POINTS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE FORM IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION. ANY SUGGESTION OF A CONFLICT IS THEN REVIEWED BY THE FOUNDATION'S ATTORNEY. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINES 15A AND 15B: N/A, AS THE FOUNDATION DOES NOT COMPENSATE ITS OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 106,256. BAD DEBT EXPENSE -513. |
| FORM 990, PAGE 12, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT: | NO CHANGE FROM PRIOR YEAR. |
Comments