UNIVERSITY OF NC CHAPEL HILL PUBLIC HEALTH FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NC CHAPEL HILL PUBLIC HEALTH FOUNDATION INC (EIN 56-1717285)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-05
- IRS object ID
- 201310369349300606
- Schema version
- 2011v1.2
- 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 | 2013-02-05T08:07:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561717285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT | BusinessNameLine1 |
| Business Name Line2 | CHAPEL HILL PUBLIC HEALTH FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9199667612 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 899 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275140899 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY DEAN GLENN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9199667427 | Phone |
| Date Signed | 2013-02-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA WOODELL EASON | Name |
| PTIN | P00361629 | PTIN |
| Phone | 9199428700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PEGGY DEAN GLENN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ROSENAU ROAD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275997400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3560578 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION SUPPORTS THE SCHOOL OF PUBLIC HEALTH AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 43 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2510509 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2293657 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1426515 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1262763 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4158 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3937024 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3560578 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3616165 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2614512 | 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 | 239228 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 490099 | OtherExpensePriorYear |
| Other Expenses Current Year | 533407 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4106264 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3147919 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -169240 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 412659 | RevenuesLessExpensesCY |
| Total Assets BOY | 62036203 | TotalAssetsBOY |
| Total Assets EOY | 61765388 | TotalAssetsEOY |
| Total Liabilities BOY | 5600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9540 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62030603 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61755848 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO IMPROVE PUBLIC HEALTH, PROMOTE INDIVIDUAL WELL-BEING, AND ELIMINATE HEALTH DISPARITIES ACROSS NORTH CAROLINA AND AROUND THE WORLD.WE BRING ABOUT SUSTAINABLE, POSITIVE CHANGES IN HEALTH BY PROVIDING AN OUTSTANDING PROGRAM OF RESEARCH, TEACHING, AND SERVICE TO: EDUCATE THE NEXT GENERATION OF PUBLIC HEALTH LEADERS; DISCOVER, TEST, AND DISSEMINATE SOLUTIONS TO HEALTH THREATS AND PROBLEMS; TRANSLATE RESEARCH INTO EFFECTIVE PRACTICES AND SOUND POLICIES; AND SERVE NORTH CAROLINA AND BEYOND THROUGH OUTREACH, ENGAGEMENT, EDUCATION OF CITIZENS AND HEALTH PROFESSIONALS, AND APPLICATION OF SOLUTIONS TO HEALTH THREATS AND PROBLEMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2808437 | Expense |
| Grants | 2614512 | Grants |
| Description | THE PUBLIC HEALTH FOUNDATION PROVIDES SUPPORT TO THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH WHOSE PURPOSE IS TO ACCELERATE SOLUTIONS TO THE WORLD'S MOST PRESSING PUBLIC HEALTH PROBLEMS. ITS FACULTY AND STAFF SERVE ALL 100 NORTH CAROLINA COUNTIES BY TRAINING MORE THAN 20,000 PUBLIC HEALTH PROFESSIONALS EACH YEAR AND EDUCATING MORE THAN 1,700 STUDENTS. | Description |
| Total Program Service Expense | 2808437 | 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 | 0 | 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 | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| 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 | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | 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 | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | 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 | CHARLOTTE NUNEZ-WOLFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9199667428 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 ROSENAU HALL | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 275997400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JACK E WILSON | ||||||
| PRESIDENT | 1.20 | X | X | 0 | 0 | 0 |
| DELTON ATKINSON | ||||||
| VICE PRESIDENT | 0.90 | X | X | 0 | 0 | 0 |
| BARBARA K RIMER | ||||||
| DEAN, EXECUTIVE VP, EX-OFFICIO MEMBER | 2.00 | X | X | 0 | 0 | 0 |
| PEGGY D GLENN | ||||||
| EXECUTIVE DIRECTOR, SECRETARY, EX-OFFICIO MEMBER | 12.00 | X | X | 0 | 0 | 0 |
| CHARLOTTE NUNEZ-WOLFF | ||||||
| TREASURER, EX-OFFICIO MEMBER | 4.00 | X | X | 0 | 0 | 0 |
| DAVID J BALLARD | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| P LAMONT BRYANT | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| CYNTHIA H CASSELL | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| DENIESE M CHANEY | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| STACY-ANN CHRISTIAN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| MICHAEL TREY A CRABB III | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| DAVID DODSON | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| CYNTHIA J GIRMAN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| ALMA GIBBIE HARRIS | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| DEBORAH PARHAM HOPSON | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JOAN C HUNTLEY | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JOSEPH F JOHN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| MARK H MERRILL | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| STEPHEN A MORSE | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| DOUGLAS M OWEN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JONATHAN J PULLIN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| ROY J RAMTHUN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| LAURA HELMS REECE | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JAMES ROSEN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JACQUELINE VDH SERGENT | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| CELETTE SUGG SKINNER | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| EDGAR G VILLANUEVA | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| ALICE D WHITE | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| CHEN-YU YEN | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| PAULA BROWN STAFFORD | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| G ROBERT WEEDON | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JOHN C TRIPLETT | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| JEFFREY B SMITH | ||||||
| BOARD MEMBER | 0.90 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 AIRPORT DRIVE | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT FEES | DescriptionOfServices |
| Compensation | 105889 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2293657 | AllOtherContributions |
| Noncash Contributions | 56538 | NoncashContributions |
| Total Contributions | 2293657 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 288331 | TotalRevenueColumn |
| Exclusion | $288,331 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 974432 | 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 | 974432 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 974432 | TotalRevenueColumn |
| Exclusion | $974,432 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 4158 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4158 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4158 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3560578 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4158 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,262,763 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2614512 | Total |
| Program Services | 2614512 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15500 | Total |
| Management And General | 15500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17590 | Total |
| Program Services | 7234 | ProgramServices |
| Management And General | 1810 | ManagementAndGeneral |
| Fundraising | 8546 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118131 | Total |
| Program Services | 118131 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309 | Total |
| Management And General | 309 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10307 | Total |
| Management And General | 10307 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DEVELOPMENT ASSESSMENT | 223682 | 223682 | ||
| PROGRAM SERVICES | 65960 | 65960 | ||
| LOSS FROM BAD DEBT | 63250 | 63250 | ||
| MISCELLANEOUS SERVICES | 18678 | 7000 | 2600 | 9078 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3147919 | Total |
| Program Services | 2808437 | ProgramServices |
| Management And General | 100254 | ManagementAndGeneral |
| Fundraising | 239228 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7230063 | BOY |
| EOY | 8167451 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24847358 | BOY |
| EOY | 24818885 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22080 | BOY |
| EOY | 34457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29673987 | BOY |
| EOY | 28553205 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262715 | BOY |
| EOY | 191390 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62036203 | BOY |
| EOY | 61765388 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5600 | BOY |
| EOY | 9540 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5600 | BOY |
| EOY | 9540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17603626 | BOY |
| EOY | 17704605 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36120689 | BOY |
| EOY | 35596858 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8306288 | BOY |
| EOY | 8454385 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62030603 | BOY |
| EOY | 61755848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62036203 | BOY |
| EOY | 61765388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 412659 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -687414 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2351265 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2648999 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3024900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2510509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2293657 | CurrentTaxYear |
| Total | 12829330 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73932 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 112052 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 131318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 390348 | CurrentTaxYear |
| Total | 818214 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2425197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2761051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3135464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2641827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2684005 | CurrentTaxYear |
| Total | 13647544 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4892276 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8755268 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 556573 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 552481 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 187286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 338971 | CurrentTaxYearMinus1Year |
| Current Tax Year | 288331 | CurrentTaxYear |
| Total | 1923642 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320 | CurrentTaxYearMinus4Years |
| Current Tax Year | 4158 | CurrentTaxYear |
| Total | 4478 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15575664 | TotalSupport |
| Public Support Pertcentage170 | 0.56210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52990 | 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 | 28016257 | BeginningOfYearBalance |
| Contributions | 220058 | Contributions |
| Investment Earnings Or Losses | 569579 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1387939 | GrantsOrScholarships |
| End Of Year Balance | 27417955 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26022012 | BeginningOfYearBalance |
| Contributions | 248442 | Contributions |
| Investment Earnings Or Losses | 3715893 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1970090 | GrantsOrScholarships |
| End Of Year Balance | 28016257 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23784851 | BeginningOfYearBalance |
| Contributions | 1483533 | Contributions |
| Investment Earnings Or Losses | 1294707 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 541079 | GrantsOrScholarships |
| End Of Year Balance | 26022012 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28864441 | BeginningOfYearBalance |
| Contributions | 856086 | Contributions |
| Investment Earnings Or Losses | -5505133 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 430543 | GrantsOrScholarships |
| End Of Year Balance | 23784851 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.54640 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45360 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNC INVESTMENT FUND | Description |
| Book Value | 28553205 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28553205 | TotalOfBookValueSecurities |
| Total Revenue | 3560578 | TotalRevenue |
| Total Expenses | 3147919 | TotalExpenses |
| Excess Or Deficit For Year | 412659 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -618349 | NetUnrealizedGLOnInvestments |
| Other | -$69,065 | OtherAmount |
| Total Adjustments | -687414 | TotalAdjustments |
| Excess Or Deficit Per FS | -274755 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3263512 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -618349 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 390348 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -69065 | OtherRevenues |
| Revenue Not Rptd F990 | -297066 | RevenueNotRptdF990 |
| Revenue Subtotal | 3560578 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3560578 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3538267 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 390348 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 390348 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3147919 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3147919 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SUPPORT UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH AND UNIVERSITY OF NORTH CAROLINA. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION 740-10 ("ASC 740-10") ACCOUNTING FOR INCOME TAXES, THE FOUNDATION REFLECTS IN THE FINANCIAL STATEMENTS THE BENEFIT OF POSITIONS TAKEN IN A PREVIOUSLY FILED TAX RETURN OR EXPECTED TO BE TAKEN IN A FUTURE TAX RETURN ONLY WHEN IT IS CONSIDERED 'MORE-LIKELY-THAN-NOT' THAT THE POSITION TAKEN WILL BE SUSTAINED BY A TAXING AUTHORITY. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. IF APPLICABLE, PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR 2009 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2009 THROUGH 2011 RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -69,065. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -69,065. |
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 | UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 DAUER DRIVE CB 7400 | 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 | 2614512 | AmountOfCashGrant |
| Purpose Of Grant | GRANTS ARE AWARDED TO SUPPORT SCHOLARSHIPS, PROFESSORSHIPS, FACULTY AND STUDENT AWARDS, LECTURESHIPS, RESEARCH INITIATIVES, AND OPERATING NEEDS OF THE UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
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: AN APPLICATION IS COMPLETED FOR USE OF GRANTS AND THIS PURPOSE MUST MATCH THE FUND'S AUTHORITY AND PURPOSE IN ORDER TO RELEASE FUNDS. | Explanation |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 56538 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SECURITY SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE 990 ALONG WITH A HIGH LEVEL SUMMARY OF KEY POINTS FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE FORM IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION. ANY SUGGESTION OF A CONFLICT IS THEN REVIEWED BY THE FOUNDATION'S ATTORNEY. | |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: N/A, AS THE FOUNDATION DOES NOT COMPENSATE ITS OFFICERS. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -618,349. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -69,065. TOTAL TO FORM 990, PART XI, LINE 5: -687,414. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
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