RESEARCH TRIANGLE FOUNDATION OF NORTH CAROLINA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RESEARCH TRIANGLE FOUNDATION OF NORTH CAROLINA (EIN 56-0853674)
Tax period
2012-10-01 to 2013-09-30
Filed
2014-08-04
IRS object ID
201422169349300142
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)
Timestamp2014-08-04T13:01:23-05:00Timestamp
Tax Period End Date2013-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN560853674EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RESEARCH TRIANGLE FOUNDATION OF NCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRESENameControl
Phone9195498181Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 12255AddressLine1
CityRESEARCH TRIANGLE PARKCity
StateNCState
ZIP Code27709ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLINDA HALLName
TitleCFOTitle
Phone9195498181Phone
Date Signed2014-07-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameADRIENNE MCKINNEYName
PTINP00819656PTIN
Phone3362724551Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLINDA HALLNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 12255AddressLine1
CityRESEARCH TRIANGLE PARKCity
StateNCState
ZIP Code27709ZIPCode
FieldValueIRS element (for citing)
Gross Receipts18505354GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.RTP.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1956YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionPRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees20TotalNbrEmployees
Total Nbr Volunteers24TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year831965ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year2207454InvestmentIncomePriorYear
Investment Income Current Year9245918InvestmentIncomeCurrentYear
Other Revenue Prior Year606880OtherRevenuePriorYear
Other Revenue Current Year1016304OtherRevenueCurrentYear
Total Revenue Prior Year2814334TotalRevenuePriorYear
Total Revenue Current Year11094187TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY154550GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1896915SalariesEtcPriorYear
Salaries Etc Current Year1921040SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2902113OtherExpensePriorYear
Other Expenses Current Year3485920OtherExpensesCurrentYear
Total Expenses Prior Year4799028TotalExpensesPriorYear
Total Expenses Current Year5561510TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1984694RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5532677RevenuesLessExpensesCY
Total Assets BOY78075697TotalAssetsBOY
Total Assets EOY83249569TotalAssetsEOY
Total Liabilities BOY3480154TotalLiabilitiesBOY
Total Liabilities EOY3223368TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY74595543NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY80026201NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO PROMOTE UNIVERSITY, ACADEMIC, INDUSTRY AND GOVERNMENT COLLABORATIONS LEADING TO THE ESTABLISHMENT AND MAINTENANCE OF RESEARCH, SCIENTIFIC AND TECHNOLOGY-BASED FACILITIES WITHIN THE RESEARCH TRIANGLE AND NORTH CAROLINA, CREATING QUALITY JOBS AND OPPORTUNITIES FOR CITIZENS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1924174Expense
DescriptionPROVIDE FOR THE UPKEEP OF RTP ASSETS AND INFRASTRUCTURE TO ENHANCE THE PARK'S REPUTATION AS AN INNOVATIVE AND DYNAMIC ENVIRONMENT AND TO PROMOTE AND FOSTER RESEARCH FACILITIES IN THE 7000 ACRE RESEARCH TRIANGLE PARK.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense130000Expense
Grants130000Grants
DescriptionGRANTS PROVIDED THROUGH TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. TO PROMOTE, FOSTER, AND FUND ADDITIONAL EDUCATIONAL AND RESEARCH ACTIVITIES WITHIN RESEARCH TRIANGLE PARK.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense24550Expense
Grants24550Grants
DescriptionCONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH, AND TO IMPROVE SOCIAL WELFARE WITHIN THE LOCAL COMMUNITY.Description
FieldValueIRS element (for citing)
Total Program Service Expense2078724TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
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 Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109622NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees20NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
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 Body0Form990ProvidedToGoverningBody
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
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LINDA HALL CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9195498181TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112 DAVIS DRIVEAddressLine1
CityRESEARCH TRIANGLE PARKCity
StateNCState
ZIP Code27709ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerFormerFormer
OLIVIA HOLDING
DIRECTOR1.00X000
CHARLES FRANCIS
DIRECTOR1.00X000
JOHN BRANTLEY
DIRECTOR1.00X000
JOSEPH DESIMONE
DIRECTOR1.00X000
SMEDES YORK
SECRETARY1.00X000X
ROBERT A INGRAM
BOARD CHAIR1.00X000X
J WALTER MCDOWELL III
DIRECTOR1.00X000
JACK CECIL
DIRECTOR1.00X000
CAROL FOLT
DIRECTOR1.00X000
KIMBERLEY JENKINS
DIRECTOR1.00X000
TALLMAN TRASK III
DIRECTOR1.00X000
DAVID L WARD JR
DIRECTOR EMERITUS1.00X000
WILLIAM RANDOLPH WOODSON
DIRECTOR1.00X000
D JORDAN WHICHARD III
DIRECTOR1.00X000
BOB WINSTON
DIRECTOR1.00X000
PHAIL WYNN JR
DIRECTOR1.00X000
RICHARD DAUGHERTY
DIRECTOR EMERITUS1.00X000
MIKE MORTIMER
DIRECTOR1.00X000
GEORGE WATTS CARR III
DIRECTOR1.00X000
VIRGINIA RAND BOWMAN
VICE CHAIR1.00X000X
RICHARD H BRODHEAD
DIRECTOR1.00X000
THOMAS W ROSS
DIRECTOR1.00X000
DAVIS BISHOP
DIRECTOR1.00X000
ELIZABETH ROOKS
VICE PRESIDENT40.00197162044012X
LINDA K HALL
TREASURER40.00142838016100X
ROBERT T GEOLAS
PRESIDENT AND CEO40.00329834045013X
TINA VALDECANAS
FORMER VP40.0011304509717X
JAMES ROBERSON
FORMER CEO0.0000108472X
FieldValueIRS element (for citing)
Total Reportable Comp From Org782879TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation223314TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
WAKEFIELD NURSERY & LANDSCAPING
9232 DUKES LAKES ROADZEBULONNC27597LANDSCAPE MAINT415895
POBLOCKI SIGN COMPANY LLC
201 KITTY HAWK DRIVE SUITE 100MORRISVILLENC27560SIGN CONSTRUCTION AND INSTALLATION354602
COOPER ROBERTSON PARTNERS LLC
311 WEST 43RD STNEW YORKNY10036RTP MASTER PLAN DESIGN198772
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
All Other Contributions831965AllOtherContributions
Noncash Contributions831965NoncashContributions
Total Contributions831965TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1809422TotalRevenueColumn
Exclusion$1,809,422ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7429693Securities
Other7417970Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6316701Securities
Other1094466Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1112992Securities
Other6323504Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column7436496TotalRevenueColumn
Related Or Exempt Function Income6323504RelatedOrExemptFunctionIncome
Exclusion$1,112,992ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MANAGEMENT FEE531390804455804455
MISCELLANEOUS900001140492140492
CONFERENCE INCOME9000017135771357
FieldValueIRS element (for citing)
Total Other Revenue1016304TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column11094187TotalRevenueColumn
Related Or Exempt Function Income7339808RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,922,414ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total154550Total
Program Services154550ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total783502Total
Program Services461903ProgramServices
Management And General321599ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total633484Total
Program Services89883ProgramServices
Management And General543601ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total133934Total
Management And General133934ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total254549Total
Management And General254549ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total115571Total
Management And General115571ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total152761Total
Program Services89547ProgramServices
Management And General63214ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27204Total
Management And General27204ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total157346Total
Management And General157346ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total105532Total
Program Services10651ProgramServices
Management And General94881ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total244002Total
Program Services77ProgramServices
Management And General243925ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total57196Total
Program Services23031ProgramServices
Management And General34165ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total64064Total
Management And General64064ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total508913Total
Management And General508913ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total38438Total
Management And General38438ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
PREDEVELOPMENT982170982170
PROPERTY TAXES433477433477
OTHER EXPENSES415534160625254909
PUBLIC RELATIONS299283106287192996

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5561510Total
Program Services2078724ProgramServices
Management And General3482786ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY240307BOY
EOY453423EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY205672BOY
EOY717401EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY105475BOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY35257BOY
EOY83948EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis32256970LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2862358LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY28765961BOY
EOY29394612EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4316524BOY
EOY4332678EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY44406501BOY
EOY48267507EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY78075697BOY
EOY83249569EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2565107BOY
EOY2236769EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY25092EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
EOY961507EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY915047BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3480154BOY
EOY3223368EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY74595543BOY
EOY80026201EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY74595543BOY
EOY80026201EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY78075697BOY
EOY83249569EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses5532677ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-102019ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement BothXFinancialStatementBoth
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

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)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis10705416InvestmentCostOrOtherBasis
Book Value10705416BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis8486265InvestmentCostOrOtherBasis
Book Value8486265BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1141576InvestmentCostOrOtherBasis
Book Value1141576BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis11923713InvestmentCostOrOtherBasis
Depreciation2862358Depreciation
Book Value9061355BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings29394612TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTMENT IN SUBSIDIARY3799060F
MUTUAL FUNDS33428057F
ALTERNATIVE INVESTMENTS10949069F
CASH AND EQUIVALENTS91321F
FieldValueIRS element (for citing)
Total Of Book Value Securities48267507TotalOfBookValueSecurities
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt10995912TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-33096NetUnrealizedGainsInvestments
Other Revenues-65179OtherRevenues
Revenue Not Rptd F990-98275RevenueNotRptdF990
Revenue Subtotal11094187RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99011094187TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5565254TotExpensesEtcAuditedFinclStmt
Losses Reported3744LossesReported
Expenses Not Rptd F9903744ExpensesNotRptdF990
Expenses Subtotal5561510ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905561510TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE FOUNDATION IS RESPONSIBLE FOR THE MANAGEMENT OF INVESTED FUNDS FOR TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. ("TUCASI"), A 501(C)(3) ORGANIZATION LOCATED IN RESEARCH TRIANGLE PARK THAT SUPPORTS JOINT RESEARCH AND EDUCATIONAL PROJECTS BETWEEN THREE MAJOR UNIVERSITIES IN THE AREA.
PART X, LINE 2:MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AT SEPTEMBER 30, 2013 AND 2012 AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
LOSS ON SALE OF FIXED ASSETS 3,744. DECREASE IN EQUITY OF TSC -68,923.PART XI, LINE 2D - OTHER ADJUSTMENTS:

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES INC
PO BOX 12555RES TRG PARKNC27709510175686501(C)(3)130000FUNDING FOR RESEARCH WITHIN RTP
NC SCIENCEMATHMATICS AND TECHNOLOGY EDUCATION CENTER
PO BOX 13901RES TRG PARKNC27709501(C)(3)10000NC STEM FUNDING

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: TRIANGLE UNIVERSITY CENTER FOR ADVANCED STUDIES,INC. WORKS CLOSELY WITH THE FOUNDATION TO ENSURE GRANT MONEY IS USED FOR APPROVED PURPOSES. ORGANIZATIONS RECEIVING GRANTS MAY ALSO MAKE PRESENTATIONS TO THE FOUNDATION BOARD SO THAT THE FOUNDATION IS AWARE OF HOW FUNDING IS BEING USED. OTHER SMALLER CONTRIBUTIONS MADE SMALLER CHARITABLE ORGANIZATIONS FOR GENERAL SUPPORT ARE REQUIRED TO REPORT ON SPECIFIC USES.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ELIZABETH ROOKS
VICE PRESIDENT179162018000000197160242960241174000
LINDA K HALL
TREASURER12983801300000014284018160158938000
ROBERT T GEOLAS
PRESIDENT AND CEO2497620380000420720249760200370374847000
TINA VALDECANAS
FORMER VP361370007690803614061030122762000
JAMES ROBERSON
FORMER CEO000000108472000108472000

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionCASEWORK/EQUIPDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990831965NoncashContribsRptdF990
Method Of Determining RevenuesEXPERT OPINIONMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE CFO AND AUDIT COMMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY IS ENFORCED BY EACH DIRECTOR COMPLETING QUESTIONNAIRE ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15THE HR COMMITTEE USES THE COMPARABLE SALARY INFORMATION IN THE COMPENSATION REVIEW PROCESS. THE HR COMMITTEE'S RECOMMENDATION IS SUBSEQUENTLY APPROVED BY THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1DAVIS 54 LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112 DAVIS DRIVEAddressLine1
CityRTPCity
StateNCState
ZIP Code27709ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesACQUIRE PROPERTIES WITHIN RESEARCH TRIANGLE PARKPrimaryActivities
Legal Domicile StateNCLegalDomicileState
Total Income0TotalIncome
EOY Assets0EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1RESEARCH TRIANGLE FOUNDATIONBusinessNameLine1

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1TRIANGLE SERVICE CENTER INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 12255AddressLine1
CityRTPCity
StateNCState
ZIP Code27709ZIPCode
FieldValueIRS element (for citing)
EIN560854810EIN
Primary ActivityREAL ESTATE LEASINGPrimaryActivity
Legal Domicile StateNCLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1FILERBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of Total Income16661ShareOfTotalIncome
Share Of EOY Assets5340743ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
Controlled Org1ControlledOrg
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 Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
TRIANGLE SERVICE CENTER
B831965
TRIANGLE SERVICE CENTER
Q804455COST

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