2013-11-13T14:35:25-06:00 2013-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2012-07-01 561966429 THE SCHOOL OF GOVERNMENT FOUNDATIONINC SCHO 9199624247 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 275993330 BRAD VOLK 9198432553 2013-11-12 1 ROBIN MCDUFFIE P00098611 9199428700 2012 2016-02-24 21:20:13Z MAURICE R SMITH CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 275993330 3638764 0 X N/A X 1996 NC THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 17 15 0 20 0 0 1981384 2092451 110362 12000 650752 1534224 261 89 2742759 3638764 727259 1888060 0 0 0 0 0 0 226043 317553 416964 1044812 2305024 1697947 1333740 17433211 19116427 84739 56382 17348472 19060045 THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 0 0 1888060 1888060 12000 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 1888060 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 X BRAD VOLK 9198432553 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 BOB J CRUMLEY 0.50 X 0 0 0 S ELLIS HANKINS 0.50 X 0 0 0 JIMMIE B HICKS JR 0.50 X 0 0 0 CHARLES B NEELY JR 0.50 X 0 0 0 DAVID F THOMPSON 0.50 X 0 0 0 MICHAEL R SMITH 2.00 38.00 X X 0 273174 60208 GREGORY S ALLISON 2.00 38.00 X X 0 150068 33075 ANN C SIMPSON 25.00 15.00 X X 0 107687 23734 J EDWARD KITCHEN 0.50 X 0 0 0 SUSAN PATTERSON 0.50 X 0 0 0 MAURICE R SMITH 1.00 X X 0 0 0 KENNETH L CARTER JR 0.50 X 0 0 0 FRANKLIN E FREEMAN JR 0.50 X 0 0 0 CURTIS CLARK 0.50 X 0 0 0 ELIZABETH KEEVER 0.50 X 0 0 0 EMILY L WILLIAMSON GANGI 0.50 X 0 0 0 JEFFREY SCOTT KOEZE 0.50 X 0 0 0 BRAD G VOLK 3.00 37.00 X 0 149974 33054 0 680903 150071 0 0 1 0 UNC MANAGEMENT COMPANY INC 1400 ENVIRON WAY CHAPEL HILL NC 27517 DEVELOPMENT ASSESSMENT 109131 1 2092451 5512 2092451 CONTRACT REVENUE 900099 12000 12000 12000 201847 201847 1332377 0 1332377 1332377 1332377 SALES TAX REFUND 900099 89 89 89 3638764 12000 0 1534313 1888060 1888060 60938 60938 16000 16000 22295 12334 9961 3817 1556 2261 8999 8501 498 STAFF SUPPORT 184387 82920 101467 DEVELOPMENT ASSESSMENT 109131 109131 MISCELLANEOUS 8760 6035 2725 TELEPHONE 1162 1162 1475 1475 2305024 1888060 190921 226043 2966842 2144830 363970 370723 36400 12000 20287 7102 3472 3472 0 0 14045087 16581269 625 503 17433211 19116427 84739 56382 84739 56382 X 14149900 15459247 1528695 1804294 1669877 1796504 17348472 19060045 17433211 19116427 X 1333740 380747 -2914 X X 0 1 X 1 0 X 1898460 1751541 1810977 1981384 2092451 9534813 33856 35066 35746 38142 128463 271273 1932316 1786607 1846723 2019526 2220914 9806086 346938 9459148 196702 102761 180838 186906 201847 869054 66 594 383 261 89 1393 10676533 294970 0.88600 0.86700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14815923 151000 1729838 46382 -650000 17300379 13450600 178943 230238 43858 -1000000 14815923 11333253 38295 1618347 39295 -500000 13450600 9859609 55341 558348 40045 -900000 11333253 11776224 63716 -2445156 35175 -500000 9859609 0.86440 0.08420 0.05140 0 1 1 3472 3472 0 0 SECURITIES AND OTHER INVESTMENTS 16581269 F 16581269 X 4147974 380747 128463 509210 3638764 0 3638764 2436401 128463 2914 131377 2305024 0 2305024 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. 1 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 1888060 SUPPORT FOR THE SCHOOL OF GOVERNMENT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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 0 0 0 0 0 0 0 0 0 MICHAEL R SMITH 0 273174 0 0 0 0 0 55016 0 5192 0 333382 0 0 GREGORY S ALLISON 0 150068 0 0 0 0 0 27883 0 5192 0 183143 0 0 BRAD G VOLK 0 149974 0 0 0 0 0 27862 0 5192 0 183028 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: BAD DEBT -2,914. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S AUDIT COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 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