2014-05-14T11:48:04-05:00 2013-06-30 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2012-07-01 237050570 ATHLETIC FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ATHL 7046875432 9201 UNIVERSITY CITY BOULEVARD REESE NO 412 CHARLOTTE NC 282230001 ELIZABETH HARDIN 7046875432 2014-05-13 1 ADRIENNE MCKINNEY P00819656 3362724551 2012 2015-11-30 17:44:51Z MICHAEL HUMMER 9201 UNIVERSITY CITY BOULEVARD REESE NO 41 CHARLOTTE NC 282230001 12297008 0 X N/A X 1969 NC THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHELTES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 39 39 0 0 0 0 3958194 10324617 248330 1006803 -143162 13257 -445807 116651 3617555 11461328 2624114 3269089 0 0 0 0 0 0 572671 875201 1117745 3499315 4386834 118240 7074494 20566126 27892325 31304 87368 20534822 27804957 THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 0 0 2868764 2798022 1009961 DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. DISBURSEMENTS INLCUDED MORE THAN $2 MILLION TOWARD THE FOOTBALL INITIATIVE APPROXIMATELY $50,000 FOR GOLF PROGRAMS AND BALLFIELD IMPROVEMENTS. 646157 471067 0 SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, AND CHEERLEADING. 3514921 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 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 11 0 0 0 0 0 0 0 1 1 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JANE JOHANSEN 7046875432 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 X ELIZABETH BARNHARDT 1.00 X 0 0 0 SADLER BARNHARDT 1.00 X 0 0 0 GLENN BECKWORTH 1.00 X 0 0 0 KEVIN BROWN 1.00 X 0 0 0 DON BURGOON 1.00 X 0 0 0 JERMAINE BURNS 1.00 X 0 0 0 MICHAEL CARLISTO 1.00 X 0 0 0 DENNIS CHAMPION 1.00 X 0 0 0 ELLISON CLARY 1.00 X 0 0 0 RON DAVISON 1.00 X 0 0 0 S MARK DOUGHTON 1.00 X 0 0 0 CONOR DUGAN 1.00 X 0 0 0 TIMOTHY FRITZ 1.00 X 0 0 0 DAVID GAY 1.00 X 0 0 0 DEALVA GLENN 1.00 X 0 0 0 PAULA GOOLKASIAN 1.00 X 0 0 0 LARRY GRIFFIN JR 1.00 X 0 0 0 JOE HANEL 1.00 X 0 0 0 ELIZABETH HARDIN 1.00 X 0 0 0 HECTOR HENRY MD 1.00 X 0 0 0 MIKE HUMMER 1.00 X 0 0 0 ERIC JENKINS 1.00 X 0 0 0 ROBBIE LEWIS 1.00 X 0 0 0 KRISTA LONG 1.00 X 0 0 0 BOB MAROLF 1.00 X 0 0 0 CHRIS NEWSOME 1.00 X 0 0 0 PAT PALMQUIST 1.00 X 0 0 0 JACOB PHARES 1.00 X 0 0 0 TOM PHILLIPS 1.00 X 0 0 0 DARRIN RANKIN 1.00 X 0 0 0 JUDY ROSE 1.00 X 0 0 0 NILES SORENSON 1.00 X 0 0 0 DAVE SCHANTZ 1.00 X 0 0 0 R NEIL STIKELEATHER 1.00 X 0 0 0 JED THOMAS 1.00 X 0 0 0 DAN VAN DYKE 1.00 X 0 0 0 WILLIAM G WHITTAKER 1.00 X 0 0 0 CAMERON WILKINSON 1.00 X 0 0 0 MICHAEL YOUNG 1.00 X 0 0 0 0 0 0 0 0 0 0 CHARTWELLS DINING SERVICE 9201 UNIVERSITY BLVD CHARLOTTE NC 28223 CATERING 207021 1 357905 9966712 592259 10324617 FOOTBALL SEAT LICENSES AND PARKIN 711300 1006803 1006803 1006803 3228 3228 345880 335851 10029 10029 10029 613322 357905 499829 113493 113493 3158 3158 3158 11461328 1009961 0 126750 3269089 3269089 15635 15635 68924 68924 317637 26025 84115 207497 232282 29722 112508 90052 149023 149023 168439 154703 10126 3610 11299 11299 24799 20494 4305 REIMBURSE EXPENSES TO U 271287 271287 RENT EXPENSE 28772 24918 3629 225 NON-CAPITALIZED ATHLETI -170352 -170352 4386834 3514921 299242 572671 0 0 4802279 5423258 5003679 10831760 88920 143897 29663 1699 1954 395460 33897 372862 361563 10024878 10933037 271809 167193 20566126 27892325 31304 87368 31304 87368 X 2128529 1949776 9142316 17071149 9263977 8784032 20534822 27804957 20566126 27892325 X 7074494 1137151 69480 -1010990 X X 0 1 X 1 0 X 3772899 2929171 4781562 3958194 10566855 26008681 3772899 2929171 4781562 3958194 10566855 26008681 15343663 10665018 269546 64327 46539 24312 3227 407951 19284 3156 22440 26439072 2686335 0.40340 0.81420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11387858 -450437 1078260 276962 11738719 8268147 3293699 74642 248630 11387858 7391125 14198 998588 81041 54723 8268147 7097812 6327 56092 7146 233026 39934 6880125 9509065 69249 -2452425 28077 7097812 0.03800 0.74800 0.21400 1 1 1 395460 33897 361563 361563 UNCCIF EXTERNAL INVESTMENT POOL 10932206 C EQUITY SECURITIES 831 C 10933037 X 12156798 1137151 69480 -1010990 195641 11961157 -499829 -499829 11461328 4886663 499829 499829 4386834 0 4386834 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES, AND ATHLETIC PROGRAMS AND OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. AS OF JUNE 30, 2013, THE TAX YEARS ENDED JUNE 30, 2010 THROUGH 2013 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 12,464. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM TRUSTS -1,023,454. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII -499,829. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 499,829. AUCTION 520213 350905 169308 21848 455459 GOLF TOURNAMENTS 223832 7000 216832 99370 19 744045 357905 386140 21848 554829 576677 -190537 0 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 1281901 1987188 FAIR MARKET VALUE FOOTBALL STADIUM ENHANCEMENTS AND TRAINING ROOM EQUIPMENT IMPROVEMENT OF ATHLETIC FACILITIES X 16 63387 FAIR MARKET VALUE X OFFICE SUPPLIES AND PRINTING 9 49097 RETAIL X SPORTING EVENTS 20 105870 RETAIL X GOLF EVENT 2 7000 RETAIL X AUCTION EVENT INVENTORY 1470 350905 RETAIL 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWD BY TREASURY SERVICES. AFTER IT IS RELEASED FROM THE INTERNAL REVIEW PROCESS, THE FORM 990 IS FORWARDED TO THE DESIGNATED OFFICER TO DISTRIBUTE TO EACH BOARD MEMBER OF THE GOVERNING BODY OF THE OF THE ORGANIZATION. THE BOARD IS ALLOWED SUFFICIENT TIMES TO RESPOND TO THE ORGANIZATION WITH QUESTIONS. ONCE THESE QUESTIONS, IF ANY, ARE ANSWERED, THE TAX RETURN IS RELEASED TO BE ELECTRONICALLY FILED. THIS PROCESS USES ELECTRONIC FILE TRANSFERS FOR THE RETURN WITH QUESTIONS AND ANSWERS EXCHANGED BETWEEN THE FULL BOARD VIA EMAIL AND/OR TELECONFERENCING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAILED QUESTIONNAIRES TO BOARD MEMBERS AND THE RETURNED DOCUMENTS WERE REVIEWED BY THE ORGANIZATION TO DETERMINE ANY INSTANCES OF A CONFLICT OF INTEREST. A FORMAL POLICY HAS BEEN APPROVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY VARIOUS METHODS. THE AUDITED FINANCIAL STATEMENTS FOR THE ATHLETIC FOUNDATION ARE SEPARATELY PRESENTED AND ARE PROVIDED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE 12,464. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM TRUSTS -1,023,454. ORGANIZATION'S AUDIT COMMITTEE FORM 990, PART XII, LINE 2C: THE FOUNDATION CONTINUES TO IMPROVE THE FORMAL DOCUMENTATION PROCESS AND MONITORING OF THE OVERSIGHT AND SELECTION PROCESSES. THIS IS DONE THROUGH MORE FREQUENT REVIEWS AND REPORTS. THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 562276950 INVESTMENTS NC 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1