2013-02-05T08:07:27-06:00 2012-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2011-07-01 561717285 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC UNIV 9199667612 PO BOX 899 CHAPEL HILL NC 275140899 PEGGY DEAN GLENN 9199667427 2013-02-01 1 ANDREA WOODELL EASON P00361629 9199428700 2011 2016-02-25 16:41:14Z PEGGY DEAN GLENN 205 ROSENAU ROAD CHAPEL HILL NC 275997400 3560578 0 X N/A X 1990 NC THE ORGANIZATION SUPPORTS THE SCHOOL OF PUBLIC HEALTH AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 33 33 0 43 0 0 2510509 2293657 0 0 1426515 1262763 0 4158 3937024 3560578 3616165 2614512 0 0 0 0 0 0 239228 490099 533407 4106264 3147919 -169240 412659 62036203 61765388 5600 9540 62030603 61755848 X 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. 0 0 2808437 2614512 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. 2808437 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHARLOTTE NUNEZ-WOLFF 9199667428 205 ROSENAU HALL CHAPEL HILL NC 275997400 X JACK E WILSON 1.20 X X 0 0 0 DELTON ATKINSON 0.90 X X 0 0 0 BARBARA K RIMER 2.00 X X 0 0 0 PEGGY D GLENN 12.00 X X 0 0 0 CHARLOTTE NUNEZ-WOLFF 4.00 X X 0 0 0 DAVID J BALLARD 0.90 X 0 0 0 P LAMONT BRYANT 0.90 X 0 0 0 CYNTHIA H CASSELL 0.90 X 0 0 0 DENIESE M CHANEY 0.90 X 0 0 0 STACY-ANN CHRISTIAN 0.90 X 0 0 0 MICHAEL TREY A CRABB III 0.90 X 0 0 0 DAVID DODSON 0.90 X 0 0 0 CYNTHIA J GIRMAN 0.90 X 0 0 0 ALMA GIBBIE HARRIS 0.90 X 0 0 0 DEBORAH PARHAM HOPSON 0.90 X 0 0 0 JOAN C HUNTLEY 0.90 X 0 0 0 JOSEPH F JOHN 0.90 X 0 0 0 MARK H MERRILL 0.90 X 0 0 0 STEPHEN A MORSE 0.90 X 0 0 0 DOUGLAS M OWEN 0.90 X 0 0 0 JONATHAN J PULLIN 0.90 X 0 0 0 ROY J RAMTHUN 0.90 X 0 0 0 LAURA HELMS REECE 0.90 X 0 0 0 JAMES ROSEN 0.90 X 0 0 0 JACQUELINE VDH SERGENT 0.90 X 0 0 0 CELETTE SUGG SKINNER 0.90 X 0 0 0 EDGAR G VILLANUEVA 0.90 X 0 0 0 ALICE D WHITE 0.90 X 0 0 0 CHEN-YU YEN 0.90 X 0 0 0 PAULA BROWN STAFFORD 0.90 X 0 0 0 G ROBERT WEEDON 0.90 X 0 0 0 JOHN C TRIPLETT 0.90 X 0 0 0 JEFFREY B SMITH 0.90 X 0 0 0 0 0 0 0 0 0 0 UNC MANAGEMENT COMPANY 104 AIRPORT DRIVE CHAPEL HILL NC 27514 INVESTMENT FEES 105889 1 2293657 56538 2293657 288331 288331 974432 0 974432 974432 974432 OTHER INCOME 611310 4158 4158 4158 3560578 4158 0 1262763 2614512 2614512 15500 15500 17590 7234 1810 8546 118131 118131 309 309 10307 10307 DEVELOPMENT ASSESSMENT 223682 223682 PROGRAM SERVICES 65960 65960 LOSS FROM BAD DEBT 63250 63250 MISCELLANEOUS SERVICES 18678 2600 9078 7000 3147919 2808437 100254 239228 7230063 8167451 24847358 24818885 22080 34457 0 0 29673987 28553205 262715 191390 62036203 61765388 5600 9540 5600 9540 X 17603626 17704605 36120689 35596858 8306288 8454385 62030603 61755848 62036203 61765388 X 412659 -687414 X X 0 1 1 X 0 X 2351265 2648999 3024900 2510509 2293657 12829330 73932 112052 110564 131318 390348 818214 2425197 2761051 3135464 2641827 2684005 13647544 4892276 8755268 556573 552481 187286 338971 288331 1923642 320 4158 4478 15575664 0.56210 0.52990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28016257 220058 569579 1387939 27417955 26022012 248442 3715893 1970090 28016257 23784851 1483533 1294707 541079 26022012 28864441 856086 -5505133 430543 23784851 0.54640 0.45360 0 0 0 UNC INVESTMENT FUND 28553205 F 28553205 3560578 3147919 412659 -618349 -69065 -687414 -274755 3263512 -618349 390348 -69065 -297066 3560578 0 3560578 3538267 390348 390348 3147919 0 3147919 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. 1 UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH 135 DAUER DRIVE CB 7400 CHAPEL HILL NC 27599 566001393 501(C)(3) 2614512 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. 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 15 56538 SECURITY SELLING PRICE 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PAGE 12, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.