NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC (EIN 56-6076622)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-15
IRS object ID
201411359349302806
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2014-05-15T09:02:38-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN561304727EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27517ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN566076622EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOTANICAL GARDEN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOTANameControl
Phone9199620522Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHEN RICHName
TitleTREASURERTitle
Phone9199620522Phone
Date Signed2014-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT LEWISName
PTINP00332659PTIN
Phone9199428700Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHEN RICHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1000484GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NCBG.UNC.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers350TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1054335ContributionsGrantsPriorYear
Contributions Grants Current Year620419ContributionsGrantsCurrentYear
Program Service Revenue Prior Year49790ProgramServiceRevenuePriorYear
Program Service Revenue CY9320ProgramServiceRevenueCY
Investment Income Prior Year104302InvestmentIncomePriorYear
Investment Income Current Year252038InvestmentIncomeCurrentYear
Other Revenue Prior Year76399OtherRevenuePriorYear
Other Revenue Current Year59609OtherRevenueCurrentYear
Total Revenue Prior Year1284826TotalRevenuePriorYear
Total Revenue Current Year941386TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year498632GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY477592GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year34713TotalFundrsngExpCurrentYear
Other Expense Prior Year370925OtherExpensePriorYear
Other Expenses Current Year282414OtherExpensesCurrentYear
Total Expenses Prior Year869557TotalExpensesPriorYear
Total Expenses Current Year760006TotalExpensesCurrentYear
Revenues Less Expenses Prior Year415269RevenuesLessExpensesPriorYear
Revenues Less Expenses CY181380RevenuesLessExpensesCY
Total Assets BOY4831870TotalAssetsBOY
Total Assets EOY5077323TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY5000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4831870NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5072323NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense694702Expense
Grants477592Grants
Revenue42737Revenue
DescriptionGARDEN 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.Description
Total Program Service Expense694702TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1STEPHEN A RICHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9199620522TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 - EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelated
DR ANNE LINDSEY
PRESIDENT2.00XX000
DR JONATHAN B HOWES
VICE PRESIDENT2.00XX000
HARRIET WALL MARTIN
VICE PRESIDENT2.00XX000
SANDRA BROOKS-MATHERS
SECRETARY2.00XX000
STEPHEN A RICH
TREASURER2.00XX000
NANCY PRESTON
DIRECTOR1.00X000
MISSY RANKIN
DIRECTOR1.00X000
TOM SCOTT
DIRECTOR1.00X000
JANET DEAN
DIRECTOR1.00X000
ROBERT EAVES
DIRECTOR1.00X000
NELL JOSLIN
DIRECTOR1.00X000
NANCY PRESTON
DIRECTOR1.00X000
LYSANDRA GIBBS WEBER
DIRECTOR1.00X000
ANN ALEXANDER
DIRECTOR1.00X000
COTTON BRYAN
DIRECTOR1.00X000
THOMAS WRIGHT EARNHARDT
DIRECTOR1.00X000
MARY GALLOWAY NEILL
DIRECTOR1.00X000
FLORENCE PEACOCK
DIRECTOR1.00X000
LINDA RINNER
DIRECTOR1.00X000
ALEXANDER F THOMPSON III
DIRECTOR1.00X000
JOHN WILSON
DIRECTOR1.00X000
BECKY COBEY
DIRECTOR1.00X000
MARCELLA T GRENDLER
DIRECTOR1.00X000
DEBBIE HILL
DIRECTOR1.00X000
MARY BOWLER MILLER
DIRECTOR1.00X000
BARBARA K WENDELL
DIRECTOR1.00X000
RICHARD WILLIAMS
DIRECTOR1.00X000
PETER CARR
DIRECTOR1.00X000
SUZANNE FLEISHMANN
DIRECTOR1.00X000
CAROL TRESOLINI
EX-OFFICIO1.00X00040.00
PETER S WHITE
EX-OFFICIO1.00X00040.00
BILL BRACEY
IMMEDIATE PAST PRESIDENT1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events38575FundraisingEvents
All Other Contributions581844AllOtherContributions
Noncash Contributions72239NoncashContributions
Total Contributions620419TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionCONTRACT SERVICESDescription
Business Code611710BusinessCode
Total Revenue Column9320TotalRevenueColumn
Related Or Exempt Function Income9320RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue9320TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column34052TotalRevenueColumn
Exclusion$34,052ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column266TotalRevenueColumn
Related Or Exempt Function Income266RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real27080Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real21425Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real5655Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column5655TotalRevenueColumn
Exclusion$5,655ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities217986Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities217986Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column217986TotalRevenueColumn
Exclusion$217,986ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events58210GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events38575CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses37673FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column20537TotalRevenueColumn
Exclusion$20,537ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column33151TotalRevenueColumn
Related Or Exempt Function Income33151RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue33151TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column941386TotalRevenueColumn
Related Or Exempt Function Income42737RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$278,230ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total477592Total
Program Services477592ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total9909Total
Management And General9909ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total48253Total
Program Services36868ProgramServices
Management And General10465ManagementAndGeneral
Fundraising920Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total4111Total
Program Services1389ProgramServices
Fundraising2722Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total27376Total
Program Services18681ProgramServices
Management And General52ManagementAndGeneral
Fundraising8643Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total24061Total
Program Services24061ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total6697Total
Program Services6697ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total123Total
Management And General123ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6542Total
Program Services3457ProgramServices
Management And General3085ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MISCELLANEOUS540354906415203451
REPAIRS AND MAINTENANCE3997239876096
GARDEN & FIELD SUPPLIES2667326673
DEVELOPMENT SUPPORT SER1783317833

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total16829Total
Program Services10344ProgramServices
Management And General5437ManagementAndGeneral
Fundraising1048Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total760006Total
Program Services694702ProgramServices
Management And General30591ManagementAndGeneral
Fundraising34713Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23838BOY
EOY33149EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY615446BOY
EOY731184EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY457512BOY
EOY466932EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY51218BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY82777BOY
EOY109733EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis282916LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec103485LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY185732BOY
EOY179431EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2481471BOY
EOY2623018EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY933876BOY
EOY933876EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4831870BOY
EOY5077323EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY5000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY5000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY213367BOY
EOY453820EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3035956BOY
EOY3035956EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1582547BOY
EOY1582547EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4831870BOY
EOY5072323EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4831870BOY
EOY5077323EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses181380ReconcilationRevenueExpenses
Reconciliation Unrealized Invest61073ReconciliationUnrealizedInvest
Reconcilation Other Changes-2000ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNC-CHBusinessNameLine1
FieldValueIRS element (for citing)
EIN566001393EIN
Type Of OrganizationSTATE GOVERNMENTTypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$477,592Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts477592SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Total Number Of Easements16TotalNumberOfEasements
Total Acreage127.00TotalAcreage
Nmbr Hist Struct Easements0NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring1WrittenPolicyMonitoring
Staff Hours Spent On Enforcement20.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement0ExpensesIncurredForEnforcement

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2053588BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses0InvestmentEarningsOrLosses
Other Expenditures0OtherExpenditures
End Of Year Balance2053588EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1975832BeginningOfYearBalance
Contributions134504Contributions
Investment Earnings Or Losses26136InvestmentEarningsOrLosses
Other Expenditures82884OtherExpenditures
End Of Year Balance2053588EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1792624BeginningOfYearBalance
Contributions57026Contributions
Investment Earnings Or Losses209848InvestmentEarningsOrLosses
Other Expenditures83666OtherExpenditures
End Of Year Balance1975832EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1772499BeginningOfYearBalance
Contributions51186Contributions
Investment Earnings Or Losses97624InvestmentEarningsOrLosses
Other Expenditures128685OtherExpenditures
End Of Year Balance1792624EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2077616BeginningOfYearBalance
Contributions103857Contributions
Investment Earnings Or Losses-38045InvestmentEarningsOrLosses
Other Expenditures370929OtherExpenditures
End Of Year Balance1772499EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.77030PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.22970TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis100000OtherCostOrOtherBasis
Book Value100000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis135697OtherCostOrOtherBasis
Depreciation73605Depreciation
Book Value62092BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis36026OtherCostOrOtherBasis
Depreciation19045Depreciation
Book Value16981BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis11193OtherCostOrOtherBasis
Depreciation10835Depreciation
Book Value358BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings179431TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENT IN UNCIFDescription
Book Value2623018BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities2623018TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
REAL ESTATE RESTRICTED FOR INVESTMENT876925
OTHER ASSETS26825
CASH VALUE OF LIFE INSURANCE30054
DEPOSITS72
FieldValueIRS element (for citing)
Total Book Value Other Assets933876TotalBookValueOtherAssets

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES:PART II, LINE 5:THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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 XI, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED AGAINST RENTAL INCOME
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED AGAINST RENTAL INCOME

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event196785GrossReceiptsEvent1
Charitable Contributions Event138575CharitableContributionsEvent1
Gross Revenue Event158210GrossRevenueEvent1
Other Direct Expenses Event140673OtherDirectExpensesEvent1
Gross Receipts Total96785GrossReceiptsTotal
Charitable Contributions Total38575CharitableContributionsTotal
Gross Revenue Total Events58210GrossRevenueTotalEvents
Other Direct Expenses Total Events40673OtherDirectExpensesTotalEvents
Direct Expense Summary Events40673DirectExpenseSummaryEvents
Net Income Summary17537NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNC-CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1AT CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient566001393EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant477592AmountOfCashGrant
Purpose Of GrantTO SUPPORT THE NC BOTANICAL GARDEN.PurposeOfGrant

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions17NumberOfContributions
Noncash Contribs Rptd F99067426NoncashContribsRptdF990
Method Of Determining RevenuesFMV-SAME DAY SALEMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionOTHER PERSONAL PROPERTYDescription
Number Of Contributions19NumberOfContributions
Noncash Contribs Rptd F9904813NoncashContribsRptdF990
Method Of Determining RevenuesFMV-REGULAR SALES PRICEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE 990 IS REVIEWED BY MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION.
FORM 990, PART XI, LINE 9:BAD DEBT EXPENSE -2,000.CHANGES IN NET ASSETS OR FUND BALANCES:
THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENTS WITH MANAGEMENT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27514ZIPCode
FieldValueIRS element (for citing)
EIN566001393EIN
Primary ActivitiesHIGHER EDUCATION AND RESEARCHPrimaryActivities
Legal Domicile StateNCLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(VI)PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1STATE OF NORTH CAROLINABusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B477592
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
M27742

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.