SCHOOL OF GOVERNMENT FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCHOOL OF GOVERNMENT FOUNDATION INC (EIN 56-1966429)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-13
- IRS object ID
- 201303179349302965
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T14:35:25-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561304727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561966429 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOOL OF GOVERNMENT FOUNDATIONINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHO | NameControl |
| Phone | 9199624247 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CB 3330 KNAPP-SANDERS BUILDING | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275993330 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRAD VOLK | Name |
| Title | TREASURER | Title |
| Phone | 9198432553 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN MCDUFFIE | Name |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MAURICE R SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CB 3330 KNAPP-SANDERS BUILDING | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275993330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3638764 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1981384 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2092451 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 110362 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 650752 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1534224 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 261 | OtherRevenuePriorYear |
| Other Revenue Current Year | 89 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2742759 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3638764 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 727259 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1888060 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 226043 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 317553 | OtherExpensePriorYear |
| Other Expenses Current Year | 416964 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1044812 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2305024 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1697947 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1333740 | RevenuesLessExpensesCY |
| Total Assets BOY | 17433211 | TotalAssetsBOY |
| Total Assets EOY | 19116427 | TotalAssetsEOY |
| Total Liabilities BOY | 84739 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 56382 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17348472 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19060045 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1888060 | Expense |
| Grants | 1888060 | Grants |
| Revenue | 12000 | Revenue |
| Description | SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | Description |
| Total Program Service Expense | 1888060 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD VOLK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9198432553 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CB 3330 KNAPP-SANDERS BUILDING | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| BOB J CRUMLEY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| S ELLIS HANKINS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JIMMIE B HICKS JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CHARLES B NEELY JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAVID F THOMPSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL R SMITH | |||||||
| EXECUTIVE DIRECTOR | 2.00 | X | 0 | 273174 | 60208 | 38.00 | X |
| GREGORY S ALLISON | |||||||
| SECRETARY | 2.00 | X | 0 | 150068 | 33075 | 38.00 | X |
| ANN C SIMPSON | |||||||
| ASSISTANT EXEC.DIRECTOR | 25.00 | X | 0 | 107687 | 23734 | 15.00 | X |
| J EDWARD KITCHEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SUSAN PATTERSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MAURICE R SMITH | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| KENNETH L CARTER JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| FRANKLIN E FREEMAN JR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CURTIS CLARK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ELIZABETH KEEVER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| EMILY L WILLIAMSON GANGI | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY SCOTT KOEZE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BRAD G VOLK | |||||||
| TREASURER | 3.00 | 0 | 149974 | 33054 | 37.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 680903 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 150071 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC MANAGEMENT COMPANY INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 ENVIRON WAY | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DEVELOPMENT ASSESSMENT | DescriptionOfServices |
| Compensation | 109131 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2092451 | AllOtherContributions |
| Noncash Contributions | 5512 | NoncashContributions |
| Total Contributions | 2092451 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 12000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201847 | TotalRevenueColumn |
| Exclusion | $201,847 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1332377 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1332377 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1332377 | TotalRevenueColumn |
| Exclusion | $1,332,377 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SALES TAX REFUND | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 89 | TotalRevenueColumn |
| Exclusion | $89 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3638764 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,534,313 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1888060 | Total |
| Program Services | 1888060 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60938 | Total |
| Management And General | 60938 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16000 | Total |
| Management And General | 16000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22295 | Total |
| Management And General | 12334 | ManagementAndGeneral |
| Fundraising | 9961 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3817 | Total |
| Management And General | 1556 | ManagementAndGeneral |
| Fundraising | 2261 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8999 | Total |
| Management And General | 8501 | ManagementAndGeneral |
| Fundraising | 498 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| STAFF SUPPORT | 184387 | 82920 | 101467 |
| DEVELOPMENT ASSESSMENT | 109131 | 109131 | |
| MISCELLANEOUS | 8760 | 6035 | 2725 |
| TELEPHONE | 1162 | 1162 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1475 | Total |
| Management And General | 1475 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2305024 | Total |
| Program Services | 1888060 | ProgramServices |
| Management And General | 190921 | ManagementAndGeneral |
| Fundraising | 226043 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2966842 | BOY |
| EOY | 2144830 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363970 | BOY |
| EOY | 370723 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36400 | BOY |
| EOY | 12000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20287 | BOY |
| EOY | 7102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3472 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3472 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14045087 | BOY |
| EOY | 16581269 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625 | BOY |
| EOY | 503 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17433211 | BOY |
| EOY | 19116427 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84739 | BOY |
| EOY | 56382 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84739 | BOY |
| EOY | 56382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14149900 | BOY |
| EOY | 15459247 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1528695 | BOY |
| EOY | 1804294 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1669877 | BOY |
| EOY | 1796504 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17348472 | BOY |
| EOY | 19060045 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17433211 | BOY |
| EOY | 19116427 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1333740 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 380747 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2914 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1898460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1751541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1810977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1981384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2092451 | CurrentTaxYear |
| Total | 9534813 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33856 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35066 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38142 | CurrentTaxYearMinus1Year |
| Current Tax Year | 128463 | CurrentTaxYear |
| Total | 271273 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1932316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1786607 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1846723 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2019526 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2220914 | CurrentTaxYear |
| Total | 9806086 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 346938 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9459148 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 196702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 180838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 186906 | CurrentTaxYearMinus1Year |
| Current Tax Year | 201847 | CurrentTaxYear |
| Total | 869054 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 594 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 383 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89 | CurrentTaxYear |
| Total | 1393 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10676533 | TotalSupport |
| Gross Receipts From Admissions Etc | 294970 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14815923 | BeginningOfYearBalance |
| Contributions | 151000 | Contributions |
| Investment Earnings Or Losses | 1729838 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 46382 | GrantsOrScholarships |
| Other Expenditures | -650000 | OtherExpenditures |
| End Of Year Balance | 17300379 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13450600 | BeginningOfYearBalance |
| Contributions | 178943 | Contributions |
| Investment Earnings Or Losses | 230238 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43858 | GrantsOrScholarships |
| Other Expenditures | -1000000 | OtherExpenditures |
| End Of Year Balance | 14815923 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11333253 | BeginningOfYearBalance |
| Contributions | 38295 | Contributions |
| Investment Earnings Or Losses | 1618347 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 39295 | GrantsOrScholarships |
| Other Expenditures | -500000 | OtherExpenditures |
| End Of Year Balance | 13450600 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9859609 | BeginningOfYearBalance |
| Contributions | 55341 | Contributions |
| Investment Earnings Or Losses | 558348 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 40045 | GrantsOrScholarships |
| Other Expenditures | -900000 | OtherExpenditures |
| End Of Year Balance | 11333253 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11776224 | BeginningOfYearBalance |
| Contributions | 63716 | Contributions |
| Investment Earnings Or Losses | -2445156 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 35175 | GrantsOrScholarships |
| Other Expenditures | -500000 | OtherExpenditures |
| End Of Year Balance | 9859609 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.86440 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08420 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.05140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3472 | OtherCostOrOtherBasis |
| Depreciation | 3472 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITIES AND OTHER INVESTMENTS | Description |
| Book Value | 16581269 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16581269 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4147974 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 380747 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 128463 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 509210 | RevenueNotRptdF990 |
| Revenue Subtotal | 3638764 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3638764 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2436401 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 128463 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2914 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 131377 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2305024 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2305024 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | UNDER THE STATUTE OF LIMITATIONS, THE FOUNDATION'S FEDERAL INFORMATIONAL RETURNS FOR THE YEARS ENDING JUNE 30, 2011 THROUGH JUNE 30, 2013 ARE SUBJECT TO EXAMINATION BY THE U.S. INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH 2013, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT 2,914. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AT CHAPEL HILL | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 566001393 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1888060 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT FOR THE SCHOOL OF GOVERNMENT | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: OFFICERS AT THE SCHOOL OF GOVERNMENT FOUNDATION AND THE RELATED SCHOOL OF GOVERNMENT ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL R SMITH | ||||||||||||||
| EXECUTIVE DIRECTOR | 0 | 273174 | 0 | 0 | 0 | 0 | 0 | 55016 | 0 | 5192 | 0 | 333382 | 0 | 0 |
| GREGORY S ALLISON | ||||||||||||||
| SECRETARY | 0 | 150068 | 0 | 0 | 0 | 0 | 0 | 27883 | 0 | 5192 | 0 | 183143 | 0 | 0 |
| BRAD G VOLK | ||||||||||||||
| TREASURER | 0 | 149974 | 0 | 0 | 0 | 0 | 0 | 27862 | 0 | 5192 | 0 | 183028 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO ACTIVE COMMITTEE MEETINGS, THEREFORE ANY RECOMMENDATIONS BY A COMMITTEE ARE REFLECTED IN THE BOARD MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER OF THE BOARD REVIEWS THE 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AS STATED IN THE ORGANIZATION'S BYLAWS, WHEN THERE IS A TRANSACTION THAT MAY BE A DIRECT OR INDIRECT CONFLICT FOR ANY OFFICER OR DIRECTOR, THAT PERSON IS EXPECTED TO DISCLOSE HIS/HER INTEREST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | BAD DEBT -2,914. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION'S AUDIT COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIVERSITY OF NORTH CAROLINA | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001393 | EIN |
| Primary Activities | HIGHER EDUCATION AND RESEARCH | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SCHOOL OF GOVERNMENT AT UNC-CHAPEL HILL | ||
| B | 1888060 | ACTUAL PAYMENTS MADE TO SCHOOL |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| O | 312850 | STAFF SUPPORT/DONATED SALARY |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||
| M | 109131 | ACTUAL FEES PAID TO UNIVERSITY |
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