2014-08-04T13:01:23-05:00 2013-09-30 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2012-10-01 560853674 RESEARCH TRIANGLE FOUNDATION OF NC RESE 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 LINDA HALL 9195498181 2014-07-29 1 ADRIENNE MCKINNEY P00819656 3362724551 2012 2015-11-30 17:44:51Z LINDA HALL PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 18505354 0 X WWW.RTP.ORG X 1956 NC PRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK. 21 21 20 24 0 0 0 831965 0 0 2207454 9245918 606880 1016304 2814334 11094187 0 154550 0 0 1896915 1921040 0 0 0 2902113 3485920 4799028 5561510 -1984694 5532677 78075697 83249569 3480154 3223368 74595543 80026201 X TO 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. 0 0 1924174 PROVIDE 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. 130000 130000 GRANTS PROVIDED THROUGH TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. TO PROMOTE, FOSTER, AND FUND ADDITIONAL EDUCATIONAL AND RESEARCH ACTIVITIES WITHIN RESEARCH TRIANGLE PARK. 24550 24550 CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH, AND TO IMPROVE SOCIAL WELFARE WITHIN THE LOCAL COMMUNITY. 2078724 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 22 0 20 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LINDA HALL CFO 9195498181 12 DAVIS DRIVE RESEARCH TRIANGLE PARK NC 27709 OLIVIA HOLDING 1.00 X 0 0 0 CHARLES FRANCIS 1.00 X 0 0 0 JOHN BRANTLEY 1.00 X 0 0 0 JOSEPH DESIMONE 1.00 X 0 0 0 SMEDES YORK 1.00 X X 0 0 0 ROBERT A INGRAM 1.00 X X 0 0 0 J WALTER MCDOWELL III 1.00 X 0 0 0 JACK CECIL 1.00 X 0 0 0 CAROL FOLT 1.00 X 0 0 0 KIMBERLEY JENKINS 1.00 X 0 0 0 TALLMAN TRASK III 1.00 X 0 0 0 DAVID L WARD JR 1.00 X 0 0 0 WILLIAM RANDOLPH WOODSON 1.00 X 0 0 0 D JORDAN WHICHARD III 1.00 X 0 0 0 BOB WINSTON 1.00 X 0 0 0 PHAIL WYNN JR 1.00 X 0 0 0 RICHARD DAUGHERTY 1.00 X 0 0 0 MIKE MORTIMER 1.00 X 0 0 0 GEORGE WATTS CARR III 1.00 X 0 0 0 VIRGINIA RAND BOWMAN 1.00 X X 0 0 0 RICHARD H BRODHEAD 1.00 X 0 0 0 THOMAS W ROSS 1.00 X 0 0 0 DAVIS BISHOP 1.00 X 0 0 0 ELIZABETH ROOKS 40.00 X 197162 0 44012 LINDA K HALL 40.00 X 142838 0 16100 ROBERT T GEOLAS 40.00 X 329834 0 45013 TINA VALDECANAS 40.00 X 113045 0 9717 JAMES ROBERSON 0.00 X 0 0 108472 782879 0 223314 4 1 1 0 WAKEFIELD NURSERY & LANDSCAPING 9232 DUKES LAKES ROAD ZEBULON NC 27597 LANDSCAPE MAINT 415895 POBLOCKI SIGN COMPANY LLC 201 KITTY HAWK DRIVE SUITE 100 MORRISVILLE NC 27560 SIGN CONSTRUCTION AND INSTALLATION 354602 COOPER ROBERTSON PARTNERS LLC 311 WEST 43RD ST NEW YORK NY 10036 RTP MASTER PLAN DESIGN 198772 3 831965 831965 831965 1809422 1809422 7429693 7417970 6316701 1094466 1112992 6323504 7436496 6323504 1112992 MANAGEMENT FEE 531390 804455 804455 MISCELLANEOUS 900001 140492 140492 CONFERENCE INCOME 900001 71357 71357 1016304 11094187 7339808 0 2922414 154550 154550 783502 461903 321599 633484 89883 543601 133934 133934 254549 254549 115571 115571 152761 89547 63214 27204 27204 157346 157346 105532 10651 94881 244002 77 243925 57196 23031 34165 64064 64064 508913 508913 38438 38438 PREDEVELOPMENT 982170 982170 PROPERTY TAXES 433477 433477 OTHER EXPENSES 415534 160625 254909 PUBLIC RELATIONS 299283 106287 192996 5561510 2078724 3482786 0 240307 453423 205672 717401 105475 35257 83948 32256970 2862358 28765961 29394612 4316524 4332678 44406501 48267507 78075697 83249569 2565107 2236769 25092 961507 915047 0 3480154 3223368 X 74595543 80026201 74595543 80026201 78075697 83249569 5532677 -102019 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 10705416 10705416 8486265 8486265 1141576 1141576 11923713 2862358 9061355 29394612 INVESTMENT IN SUBSIDIARY 3799060 F MUTUAL FUNDS 33428057 F ALTERNATIVE INVESTMENTS 10949069 F CASH AND EQUIVALENTS 91321 F 48267507 X 10995912 -33096 -65179 -98275 11094187 0 11094187 5565254 3744 3744 5561510 0 5561510 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSETS 3,744. DECREASE IN EQUITY OF TSC -68,923. 1 TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES INC PO BOX 12555 RES TRG PARK NC 27709 510175686 501(C)(3) 130000 FUNDING FOR RESEARCH WITHIN RTP NC SCIENCEMATHMATICS AND TECHNOLOGY EDUCATION CENTER PO BOX 13901 RES TRG PARK NC 27709 501(C)(3) 10000 NC STEM FUNDING PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 1 1 X X 1 0 0 0 0 0 0 0 0 ELIZABETH ROOKS 179162 0 18000 0 0 0 19716 0 24296 0 241174 0 0 0 LINDA K HALL 129838 0 13000 0 0 0 14284 0 1816 0 158938 0 0 0 ROBERT T GEOLAS 249762 0 38000 0 42072 0 24976 0 20037 0 374847 0 0 0 TINA VALDECANAS 36137 0 0 0 76908 0 3614 0 6103 0 122762 0 0 0 JAMES ROBERSON 0 0 0 0 0 0 108472 0 0 0 108472 0 0 0 X CASEWORK/EQUIP 1 831965 EXPERT OPINION 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CFO AND AUDIT COMMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS ENFORCED BY EACH DIRECTOR COMPLETING QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DAVIS 54 LLC 12 DAVIS DRIVE RTP NC 27709 ACQUIRE PROPERTIES WITHIN RESEARCH TRIANGLE PARK NC 0 0 RESEARCH TRIANGLE FOUNDATION TRIANGLE SERVICE CENTER INC PO BOX 12255 RTP NC 27709 560854810 REAL ESTATE LEASING NC FILER C 16661 5340743 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 TRIANGLE SERVICE CENTER B 831965 TRIANGLE SERVICE CENTER Q 804455 COST