2015-02-05T10:51:04-06:00 2014-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2013-07-01 561966429 THE SCHOOL OF GOVERNMENT FOUNDATIONINC SCHO 9199624247 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 275993330 BRAD VOLK TREASURER 9198432553 2015-01-27 1 ROBIN MCDUFFIE P00098611 9199428700 2015-01-27 2013 2016-04-25 22:37:26Z J EDWARD KITCHEN CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 275993330 3528060 0 X N/A X 1996 NC THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 18 16 0 33 0 0 2092451 2323336 12000 20000 1534224 1184583 89 141 3638764 3528060 1888060 2256765 0 0 0 0 0 0 243689 416964 402073 2305024 2658838 1333740 869222 19116427 21465410 56382 44030 19060045 21421380 THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 0 0 2256765 2256765 20000 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 2256765 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 X BRAD VOLK 9198432553 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 DAVID F THOMPSON DIRECTOR 0.50 X 0 0 0 MICHAEL R SMITH EXECUTIVE DIRECTOR 2.00 38.00 X X 0 275664 60756 GREGORY S ALLISON SECRETARY 2.00 38.00 X X 0 147568 32524 J EDWARD KITCHEN PRESIDENT (AS OF 11/13) 1.00 X X 0 0 0 MAURICE R SMITH PRESIDENT (UNTIL 11/13) 1.00 X X 0 0 0 SUSAN PATTERSON DIRECTOR 0.50 X 0 0 0 KENNETH L CARTER JR DIRECTOR 0.50 X 0 0 0 FRANKLIN E FREEMAN JR DIRECTOR 0.50 X 0 0 0 CURTIS CLARK DIRECTOR 0.50 X 0 0 0 ELIZABETH KEEVER DIRECTOR 0.50 X 0 0 0 EMILY L WILLIAMSON GANGI DIRECTOR 0.50 X 0 0 0 DEWITT F MCCARLEY DIRECTOR 0.50 X 0 0 0 ANITA BROWN-GRAHAM DIRECTOR 0.50 X 0 0 0 RICHARD VINROOT DIRECTOR 0.50 X 0 0 0 DANA SIMPSON DIRECTOR 0.50 X 0 0 0 VI LYLES DIRECTOR 0.50 X 0 0 0 RICHARD T WILLIAMS DIRECTOR 0.50 X 0 0 0 JOHNNY D BURLESON DIRECTOR 0.50 39.50 X 0 0 0 PAUL MEYER DIRECTOR 0.50 X 0 0 0 ANN C SIMPSON ASSISTANT EXEC. DIRECTOR (UNTIL 08/13) 25.00 15.00 X X 0 86288 19018 BRAD G VOLK TREASURER 3.00 37.00 X 0 150814 33239 0 660334 145537 0 0 1 0 UNC MANAGEMENT COMPANY INC 1400 ENVIRON WAY CHAPEL HILL NC 27517 DEVELOPMENT ASSESSMENT 120713 1 2323336 5131 2323336 CONTRACT REVENUE 900099 20000 20000 20000 173902 173902 1010681 0 1010681 1010681 1010681 SALES TAX REFUND 900099 141 141 141 3528060 20000 0 1184724 2256765 2256765 65400 65400 16750 16750 12635 8341 4294 3938 2140 1798 7955 7645 310 STAFF SUPPORT 164187 49652 114535 DEVELOPMENT ASSESSMENT 120713 120713 MISCELLANEOUS 7922 5883 2039 TELEPHONE 1524 1524 1049 1049 2658838 2256765 158384 243689 2144830 2431822 370723 428231 12000 0 7102 13334 2432 2432 0 0 16581269 18592008 503 15 19116427 21465410 56382 44030 56382 44030 X 15459247 17442798 1804294 1984346 1796504 1994236 19060045 21421380 19116427 21465410 X 869222 1492568 -455 X X 0 1 X 1 0 X 1751541 1810977 1981384 2092451 2323336 9959689 35066 35746 38142 128463 198925 436342 1786607 1846723 2019526 2220914 2522261 10396031 382075 10013956 102761 180838 186906 201847 173902 846254 594 383 261 89 141 1468 11243753 314970 0.89060 0.88600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17300379 188075 2476052 66653 39444 19858409 14815923 151000 1729838 46382 -650000 17300379 13450600 178943 230238 43858 -1000000 14815923 11333253 38295 1618347 39295 -500000 13450600 9859609 55341 558348 40045 -900000 11333253 0.84930 0.08280 0.06790 0 1 1 2432 2432 0 0 SECURITIES AND OTHER INVESTMENTS 18592008 F 18592008 X 5219553 1492568 198925 1691493 3528060 0 3528060 2858218 198925 455 199380 2658838 0 2658838 PART X, LINE 2: UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR 2011, 2012, AND 2013, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2011, 2012, AND 2013 RETURNS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX AFFECT ON THE FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 455. 1 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 2256765 SUPPORT FOR THE SCHOOL OF GOVERNMENT PART I, LINE 2: OFFICERS AT THE SCHOOL OF GOVERNMENT FOUNDATION AND THE RELATED SCHOOL OF GOVERNMENT ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS 0 0 0 0 0 0 0 0 0 MICHAEL R SMITH EXECUTIVE DIRECTOR 0 275664 0 0 0 0 0 55471 0 5285 0 336420 0 0 GREGORY S ALLISON SECRETARY 0 147568 0 0 0 0 0 27239 0 5285 0 180092 0 0 BRAD G VOLK TREASURER 0 150814 0 0 0 0 0 27954 0 5285 0 184053 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO ACTIVE COMMITTEE MEETINGS, THEREFORE ANY RECOMMENDATIONS BY A COMMITTEE ARE REFLECTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER OF THE BOARD REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS STATED IN THE ORGANIZATION'S BYLAWS, WHEN THERE IS A TRANSACTION THAT MAY BE A DIRECT OR INDIRECT CONFLICT FOR ANY OFFICER OR DIRECTOR, THAT PERSON IS EXPECTED TO DISCLOSE HIS/HER INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT -455. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S AUDIT COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SCHOOL OF GOVERNMENT AT UNC-CHAPEL HILL B 2256765 ACTUAL PAYMENTS MADE TO SCHOOL UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 363112 STAFF SUPPORT/DONATED SALARY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 120713 ACTUAL FEES PAID TO UNIVERSITY