2014-02-11T14:07:39-06:00 2013-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2012-07-01 561150509 THE UNIVERSITY OF NC AT CHAPEL HILL ARTS & SCIENCES FOUNDATION INC UNIV 9199620108 134 EAST FRANKLIN STREET CHAPEL HILL NC 27514 TAMMY MCHALE 9199620108 2014-02-08 1 ANDREA WOODELL EASON P00361629 9199428700 2012 2015-11-30 17:44:51Z JAMES ALEXANDRE 134 EAST FRANKLIN STREET CHAPEL HILL NC 27514 27862032 0 X HTTP://COLLEGE.UNC.EDU/FOUNDATION X 1975 NC THE ARTS AND SCIENCES FOUNDATION, INC. ENHANCES THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL BY RAISING PRIVATE SUPPORT FOR FACULTY AND STUDENTS IN THE COLLEGE'S SIXTY ACADEMIC DEPARTMENTS, CURRICULA AND PROGRAMS THAT PROMOTE TEACHING, RESEARCH AND PUBLIC SERVICE. 31 27 0 31 0 0 9872185 12825611 0 0 6745400 14969093 14563 67328 16632148 27862032 8406403 7831019 0 0 0 0 0 0 1781638 3208118 3046063 11614521 10877082 5017627 16984950 176476067 196934881 786122 589424 175689945 196345457 X THE ARTS AND SCIENCES FOUNDATION, INC. ENHANCES THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL BY RAISING PRIVATE SUPPORT FOR FACULTY AND STUDENTS IN THE COLLEGE'S SIXTY ACADEMIC DEPARTMENTS, CURRICULA, AND PROGRAMS THAT PROMOTE TEACHING, RESEARCH, AND PUBLIC SERVICE. 0 0 8015133 7831019 THE ARTS AND SCIENCES FOUNDATION, INC. PROVIDES GRANTS TO THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR FACULTY AND STUDENTS THAT INCLUDE, BUT ARE NOT LIMITED TO, MERIT- AND NEED-BASED SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD AWARDS FOR STUDENTS, AND PROFESSORSHIPS AND FACULTY EXCELLENCE FUNDS. 8015133 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LARRY JOHNSON 9199620552 134 EAST FRANKLIN STREET CHAPEL HILL NC 27514 VICKI UNDERWOOOD CRAVER 0.30 X X 0 0 0 KAREN GIL 1.50 38.50 X X 0 274427 39565 JONATHAN HARTLYN 0.30 39.70 X X 0 229081 32756 TAMMY J MCHALE 4.00 36.00 X X 0 203941 29522 JAMES LAWRENCE ALEXANDRE 0.30 X 0 0 0 R FRANK ANDREWS IV 0.30 X 0 0 0 AMY BERRY BARRY 0.30 X 0 0 0 CONSTANCE BATTLE 0.30 X 0 0 0 LAURA HOBBY BECKWORTH 0.30 X 0 0 0 PAUL BITLER 0.30 X 0 0 0 R DUKE BUCHAN III 0.30 X 0 0 0 SUNNY HARVEY BURROWS 0.30 X 0 0 0 COURTNEY MILLER CAVATONI 0.30 X 0 0 0 MARK P CLEIN 0.30 X 0 0 0 G MUNROE COBEY 0.30 X 0 0 0 SHEILA ANN CORCORAN 0.30 X 0 0 0 JAROSLAV T FOLDA III 0.30 X 0 0 0 JULIA SPRUNT GRUMBLES 0.30 39.70 X 0 73307 9042 EMMETT BONEY HAYWOOD 0.30 X 0 0 0 HEAVENLY JOHNSON 0.30 X 0 0 0 JOE KAMPF 0.30 X 0 0 0 M STEVEN LANGMAN 0.30 X 0 0 0 WENDELL A MCCAIN 0.30 X 0 0 0 AURELIA STAFFORD MONK 0.30 X 0 0 0 EDWIN A POSTON 0.30 X 0 0 0 BETSY SHIVERICK 0.30 X 0 0 0 H MARTIN SPROCK III 0.30 X 0 0 0 KAREN L STEVENSON 0.30 X 0 0 0 THOMAS M UHLMAN 0.30 X 0 0 0 ERIC P VICK 0.30 X 0 0 0 LOYAL W WILSON 0.30 X 0 0 0 JAMES W MAY JR 40.00 X 0 206664 30425 JO SHANNON KENNEDY 40.00 X 0 162630 25132 0 1150050 166442 0 0 1 0 UNC MANAGEMENT COMPANY INC 1400 ENVIRON WAY CHAPEL HILL NC 27517 INVESTMENT MANAGEMENT 596381 1 206875 12618736 1217742 12825611 1904198 1904198 13064895 0 13064895 13064895 13064895 48125 206875 0 48125 48125 OTHER INCOME 900099 19203 19203 19203 27862032 19203 0 15017218 7831019 7831019 596381 596381 49247 31200 18047 257140 76657 180483 145496 145496 105405 105405 7682 7682 180207 176432 3775 STAFF RELATED EXPENSES 1702423 370216 1332207 MISCELLANEOUS 2082 2082 10877082 8015133 1080311 1781638 14305437 16981523 11956768 13689175 73046 525052 4372634 1332407 3220434 3040227 145189682 160926404 1730700 1772500 176476067 196934881 161122 169424 625000 420000 786122 589424 X 27835238 31746232 59730411 73884916 88124296 90714309 175689945 196345457 176476067 196934881 X 16984950 3671137 -575 X X 0 1 X 1 0 X 7424588 9675939 12669589 9872185 12825611 52467912 82675 82675 82675 82675 82675 413375 7507263 9758614 12752264 9954860 12908286 52881287 6762145 46119142 1658733 1035854 1870048 1864033 1904198 8332866 15103 2813 19203 37119 61251272 0.75290 0.76270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153003293 3549545 18127113 5292132 169387819 149537614 5320536 2233892 4088749 153003293 122850398 13122781 18734414 5169979 149537614 115036434 5515910 6495561 4197507 122850398 144244192 3720049 -27904658 5023149 115036434 0.17660 0.82340 0 0 3750483 757309 2993174 622151 575098 47053 3040227 UNCIF INVESTMENT POOL 160926404 F 160926404 X 32883740 3671137 82675 1267896 5021708 27862032 0 27862032 12228228 82675 1268471 1351146 10877082 0 10877082 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS WERE ESTABLISHED FOR A VARIETY OF PURPOSES, WITH THE MAIN PURPOSE OF PROMOTING AND SUPPORTING THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR THE FISCAL YEARS ENDING JUNE 30, 2011 THROUGH 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS FOR THESE RETURNS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, AND BELIEVES THERE IS NO INCOME TAX AFFECT ON THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DEVELOPMENT ASSESSMENT FEE REBATE 1,036,944. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 230,952. PART XII, LINE 2D - OTHER ADJUSTMENTS: DEVELOPMENT ASSESSMENT FEE 1,036,944. BAD DEBT EXPENSE 231,527. LONDON 0 0 THE FOUNDATION OWNS A LEASEHOLD INTEREST IN A BUILDING OPERATED BY CAROLINA TRUST LTD OWNERSHIP OF LEASEHOLD INTEREST 184114 0 0 0 0 0 0 184114 0 184114 0 0 0 0 0 0 PLAYMAKERS BALL 255000 206875 48125 255000 206875 48125 48125 1 UNC COLLEGE OF ARTS & SCIENCES AT CHAPEL HILL CHAPEL HILL NC 27514 566001393 501(C)(3) 7831019 SUPPORT FOR UNC SCHOOL OF ARTS & SCIENCE 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: OFFICERS AT THE ARTS AND SCIENCES FOUNDATION AND THE RELATED COLLEGE OF ARTS AND SCIENCES ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS. 0 0 0 0 0 0 0 0 0 KAREN GIL 0 274427 0 0 0 0 0 34482 0 5083 0 313992 0 0 JONATHAN HARTLYN 0 229081 0 0 0 0 0 27673 0 5083 0 261837 0 0 TAMMY J MCHALE 0 203941 0 0 0 0 0 24439 0 5083 0 233463 0 0 JAMES W MAY JR 0 206664 0 0 0 0 0 25342 0 5083 0 237089 0 0 JO SHANNON KENNEDY 0 162630 0 0 0 0 0 20049 0 5083 0 187762 0 0 X 82 1217742 SECURITIES SELLING PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER REVIEWS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RELIES ON SELF-REPORTING. ANY CONFLICTS OF INTEREST ARE DISCLOSED AT BI-ANNUAL MEETINGS IN THE FALL AND SPRING. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15: FOUNDATION EMPLOYEES ARE CONTRACTED FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE PAY AND EMPLOYEE BENEFIT PRACTICES OF THE NORTH CAROLINA STATE GOVERNMENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 230,952. BAD DEBT EXPENSE -231,527. FORM 990, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT: THE FOUNDATION'S AUDIT & FINANCE COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES CAMPUS BOX 3100 CHAPEL HILL NC 275993100 566001393 UNIVERSITY NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 CAROLINA TRUST LIMITED CAMPUS BOX 3100 CHAPEL HILL NC 275993100 PROMOTING THE EDUCATION OF STUDENTS AND FACULTY OF UNC UK 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES B 7831019 ACTUAL PAYMENTS TO SCHOOL UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES M 1036944 ACTUAL FEES PAID TO UNIVERSITY UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES N 82675 DONATED FACILITIES FROM UNIVERSIT UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES O 1702423 SALARY REIMBURSED TO UNIVERSITY