2014-05-15T09:02:38-05:00 2013-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2012-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 STEPHEN RICH 9199620522 2014-05-15 1 ROBERT LEWIS P00332659 9199428700 2012 2015-11-30 17:44:51Z STEPHEN RICH CAMPUS BOX 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1000484 0 X WWW.NCBG.UNC.EDU X 1966 NC TO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. 29 29 0 350 0 0 1054335 620419 49790 9320 104302 252038 76399 59609 1284826 941386 498632 477592 0 0 0 0 0 0 34713 370925 282414 869557 760006 415269 181380 4831870 5077323 0 5000 4831870 5072323 THE 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. 0 0 694702 477592 42737 GARDEN 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. 694702 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEPHEN A RICH 9199620522 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 X DR ANNE LINDSEY 2.00 X X 0 0 0 DR JONATHAN B HOWES 2.00 X X 0 0 0 HARRIET WALL MARTIN 2.00 X X 0 0 0 SANDRA BROOKS-MATHERS 2.00 X X 0 0 0 STEPHEN A RICH 2.00 X X 0 0 0 NANCY PRESTON 1.00 X 0 0 0 MISSY RANKIN 1.00 X 0 0 0 TOM SCOTT 1.00 X 0 0 0 JANET DEAN 1.00 X 0 0 0 ROBERT EAVES 1.00 X 0 0 0 NELL JOSLIN 1.00 X 0 0 0 NANCY PRESTON 1.00 X 0 0 0 LYSANDRA GIBBS WEBER 1.00 X 0 0 0 ANN ALEXANDER 1.00 X 0 0 0 COTTON BRYAN 1.00 X 0 0 0 THOMAS WRIGHT EARNHARDT 1.00 X 0 0 0 MARY GALLOWAY NEILL 1.00 X 0 0 0 FLORENCE PEACOCK 1.00 X 0 0 0 LINDA RINNER 1.00 X 0 0 0 ALEXANDER F THOMPSON III 1.00 X 0 0 0 JOHN WILSON 1.00 X 0 0 0 BECKY COBEY 1.00 X 0 0 0 MARCELLA T GRENDLER 1.00 X 0 0 0 DEBBIE HILL 1.00 X 0 0 0 MARY BOWLER MILLER 1.00 X 0 0 0 BARBARA K WENDELL 1.00 X 0 0 0 RICHARD WILLIAMS 1.00 X 0 0 0 PETER CARR 1.00 X 0 0 0 SUZANNE FLEISHMANN 1.00 X 0 0 0 CAROL TRESOLINI 1.00 40.00 X 0 0 0 PETER S WHITE 1.00 40.00 X 0 0 0 BILL BRACEY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 38575 581844 72239 620419 CONTRACT SERVICES 611710 9320 9320 9320 34052 34052 266 266 27080 21425 5655 5655 5655 217986 0 217986 217986 217986 58210 38575 37673 20537 20537 MISCELLANEOUS 900099 33151 33151 33151 941386 42737 0 278230 477592 477592 9909 9909 48253 36868 10465 920 4111 1389 2722 27376 18681 52 8643 24061 24061 6697 6697 123 123 6542 3457 3085 MISCELLANEOUS 54035 49064 1520 3451 REPAIRS AND MAINTENANCE 39972 39876 0 96 GARDEN & FIELD SUPPLIES 26673 26673 DEVELOPMENT SUPPORT SER 17833 17833 16829 10344 5437 1048 760006 694702 30591 34713 23838 33149 615446 731184 457512 466932 51218 0 82777 109733 282916 103485 185732 179431 2481471 2623018 933876 933876 4831870 5077323 5000 0 5000 X 213367 453820 3035956 3035956 1582547 1582547 4831870 5072323 4831870 5077323 X 181380 61073 -2000 X X 0 0 0 X X 0 0 0 UNC-CH 566001393 STATE GOVERNMENT 1 1 1 477592 1 477592 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 127.00 0 0 0 1 1 20.00 0 2053588 0 0 0 2053588 1975832 134504 26136 82884 2053588 1792624 57026 209848 83666 1975832 1772499 51186 97624 128685 1792624 2077616 103857 -38045 370929 1772499 0.00000 0.77030 0.22970 0 1 1 100000 100000 135697 73605 62092 36026 19045 16981 11193 10835 358 179431 INVESTMENT IN UNCIF 2623018 F 2623018 REAL ESTATE RESTRICTED FOR INVESTMENT 876925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 30054 DEPOSITS 72 933876 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 GALA 96785 38575 58210 40673 96785 38575 58210 40673 40673 17537 1 UNC-CHAPEL HILL AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 477592 TO SUPPORT THE NC BOTANICAL GARDEN. X 17 67426 FMV-SAME DAY SALE X OTHER PERSONAL PROPERTY 19 4813 FMV-REGULAR SALES PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A 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 12C THE 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 15 THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -2,000. THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENTS WITH MANAGEMENT. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 477592 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 27742