TREASURER

2014-02-14T13:31:22-06:00 2013-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2012-07-01 561717285 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC UNIV 9199667612 PO BOX 899 CHAPEL HILL NC 275140899 CHARLOTTE NUNEZ-WOLFF TREASURER 9199667428 2014-02-11 1 ANDREA WOODELL EASON P00361629 9199428700 2012 2015-11-30 17:44:51Z CHARLOTTE NUNEZ-WOLFF 205 ROSENAU ROAD CHAPEL HILL NC 275997400 4974053 0 X N/A X 1990 NC THE ORGANIZATION SUPPORTS THE SCHOOL OF PUBLIC HEALTH AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 32 32 0 44 0 0 2293657 2178133 0 0 1262763 2795920 4158 0 3560578 4974053 2614512 2434749 0 0 0 0 0 0 249931 533407 592291 3147919 3027040 412659 1947013 61765388 64493668 9540 50981 61755848 64442687 X 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. 0 0 2624509 2434749 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. 2624509 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHARLOTTE NUNEZ-WOLFF 9199667428 205 ROSENAU HALL CHAPEL HILL NC 275997400 X DELTON ATKINSON PRESIDENT 1.20 X X 0 0 0 PAULA BROWN STAFFORD VICE PRESIDENT 0.90 X X 0 0 0 BARBARA K RIMER DEAN, EXECUTIVE VP, EX-OFFICIO 2.00 X X 0 0 0 PEGGY D GLENN EXECUTIVE DIR, SECRETARY, EX-OFFICIO 12.00 X X 0 0 0 CHARLOTTE NUNEZ-WOLFF TREASURER, EX-OFFICIO 4.00 X X 0 0 0 DAVID J BALLARD BOARD MEMBER 0.90 X 0 0 0 ANTONIO S BRAITHWAITE BOARD MEMBER 0.90 X 0 0 0 P LAMONT BRYANT BOARD MEMBER 0.90 X 0 0 0 CYNTHIA H CASSELL BOARD MEMBER 0.90 X 0 0 0 DENIESE M CHANEY BOARD MEMBER 0.90 X 0 0 0 STACY-ANN CHRISTIAN BOARD MEMBER 0.90 X 0 0 0 MICHAEL TREY A CRABB III BOARD MEMBER 0.90 X 0 0 0 DAVID DODSON BOARD MEMBER 0.90 X 0 0 0 CYNTHIA J GIRMAN BOARD MEMBER 0.90 X 0 0 0 PRISCILLA A GUILD BOARD MEMBER 0.90 X 0 0 0 ALMA GIBBIE HARRIS BOARD MEMBER 0.90 X 0 0 0 DEBORAH PARHAM HOPSON BOARD MEMBER 0.90 X 0 0 0 JOAN C HUNTLEY BOARD MEMBER 0.90 X 0 0 0 JOSEPH F JOHN BOARD MEMBER 0.90 X 0 0 0 MARK H MERRILL BOARD MEMBER 0.90 X 0 0 0 STEPHEN A MORSE BOARD MEMBER 0.90 X 0 0 0 DOUGLAS M OWEN BOARD MEMBER 0.90 X 0 0 0 JONATHAN J PULLIN BOARD MEMBER 0.90 X 0 0 0 ROY J RAMTHUN BOARD MEMBER 0.90 X 0 0 0 LAURA HELMS REECE BOARD MEMBER 0.90 X 0 0 0 JAMES ROSEN BOARD MEMBER 0.90 X 0 0 0 JACQUELINE SERGENT BOARD MEMBER 0.90 X 0 0 0 CELETTE SUGG SKINNER BOARD MEMBER 0.90 X 0 0 0 EDGAR G VILLANUEVA BOARD MEMBER 0.90 X 0 0 0 ALICE D WHITE BOARD MEMBER 0.90 X 0 0 0 JACK E WILSON BOARD MEMBER 0.90 X 0 0 0 CHEN-YU YEN BOARD MEMBER 0.90 X 0 0 0 0 0 0 0 0 0 0 UNC MANAGEMENT COMPANY 104 AIRPORT DRIVE CHAPEL HILL NC 27514 INVESTMENT FEES 115001 1 2178133 71833 2178133 269161 269161 2526759 0 2526759 2526759 2526759 4974053 0 0 2795920 2434749 2434749 117035 308 109473 7254 13281 7233 1127 4921 119411 116000 3411 7026 94 6932 36016 30655 5361 DEVELOPMENT ASSESSMENT 231579 231579 PROGRAM SERVICES 66125 66125 DUES 1818 1002 816 3027040 2624509 152600 249931 8167451 8675132 24818885 25015914 28055 11049 28553205 30547406 197792 244167 61765388 64493668 9540 50981 9540 50981 X 17704605 19018454 35596858 36353384 8454385 9070849 61755848 64442687 61765388 64493668 X 1947013 709267 30559 X X 0 1 X 1 0 X 2648999 3024900 2510509 2293657 2178133 12656198 112052 110564 131318 390348 376752 1121034 2761051 3135464 2641827 2684005 2554885 13777232 4241473 9535759 552481 187286 338971 288331 269161 1636230 4158 4158 15417620 0.61850 0.56210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27417955 183550 3166489 785518 29982476 28016257 220058 569579 1387939 27417955 26022012 248442 3715893 1970090 28016257 23784851 1483533 1294707 541079 26022012 28864441 856086 -5505133 430543 23784851 0.52790 0.47210 0 0 0 UNC INVESTMENT FUND 30547406 F 30547406 X 6106571 709267 376752 46499 1132518 4974053 0 4974053 3419732 376752 15940 392692 3027040 0 3027040 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH AND THE UNIVERSITY OF NORTH CAROLINA. 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 YEARS ENDED JUNE 30, 2011 THROUGH 2013 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 46,499. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 15,940. 1 UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH 135 DAUER DRIVE CB 7400 CHAPEL HILL NC 27599 566001393 501(C)(3) 2434749 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. 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AN APPLICATION IS COMPLETED FOR USE OF GRANTS AND THIS PURPOSE MUST MATCH THE FUND'S AUTHORITY AND PURPOSE IN ORDER TO RELEASE FUNDS. X 15 71833 SECURITY SELLING PRICE 0 0 0 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, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 46,499. BAD DEBT EXPENSE -15,940. FORM 990, PAGE 12, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT: NO CHANGE FROM PRIOR YEAR.