2013-05-06T07:17:48-05:00 2012-06-30 420714325 MCGLADREY LLP 1201 EDWARDS MILL ROAD SUITE 300 RALEIGH NC 276073625 990 2011-07-01 560934173 UNC LAW FOUNDATION INC UNCL 9199624417 UNC LAW SCHOOL VAN HECKE-WETTACH HALL NO CB3380 CHAPEL HILL NC 275993380 JOHN BOGER 9198433195 2013-04-30 1 CHERYL RHEW P00493843 9197811055 2011 2016-02-25 16:41:14Z JOHN BOGER UNC LAW SCHOOL VAN HECKE-WETTACH HALL CHAPEL HILL NC 275993380 6255853 0 X N/A X 1969 NC TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 12 11 0 11 0 0 2638563 4545840 0 0 1489646 1642220 197384 67793 4325593 6255853 356658 0 0 0 0 0 0 0 0 1058446 1486039 1415104 1486039 2910489 4769814 34467144 38078152 209 209 34466935 38077943 TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 0 0 1458761 67793 THE ORGANIZATION PROVIDES STUDENT AND FACULTY PROGRAM SERVICES WHICH PROMOTE STUDENT SCHOLARSHIPS AND ACTIVITIES, STUDENT AND FACULTY RECRUITMENT, AND PROFESSIONAL FACULTY ENRICHMENT. 1458761 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X PATRICIA HENNESSEY 9194450187 VAN HECKE-WETTACH HALL UNC CHAPEL HILL NC 27599 TRACY S CALDER 0.10 X 0 0 0 BARBARA R CHRISTY 0.10 X 0 0 0 CHARLES PHILLIPS 0.10 X 0 0 0 HAYNES P LEA 0.10 X 0 0 0 MARIA M LYNCH 0.10 X 0 0 0 MERRILL MCCALL MASON 0.10 X 0 0 0 JOHN PETER O'HALE 0.10 X 0 0 0 ELIZABETH LEIGHT QUICK 0.10 X 0 0 0 HARRIETT JEAN SMALLS 0.10 X 0 0 0 EDWIN JASPER WALKER JR 0.10 X 0 0 0 JOHN CHARLES BOGER 0.10 X 0 320620 44530 R SCOTT TOBIN 0.10 X 0 0 0 PATRICIA HENNESSEY 10.00 X 0 92820 16374 T BRANDON WRIGHT 20.00 X 0 90840 16077 0 504280 76981 0 0 1 0 0 4545840 74230 4545840 20109 20109 1622111 0 1622111 1622111 1622111 MISCELLANEOUS 611310 67793 67793 67793 6255853 67793 0 1642220 27278 27278 OPERATIONS AND EXTERNAL 630103 630103 SCHOLARSHIP FUNDS 480185 480185 FACULTY & STUDENT 260350 260350 LIBRARY OPERATIONS 88123 88123 1486039 1458761 27278 0 5371631 8530234 10269 7053 4000 4000 4000 29081244 29536865 34467144 38078152 209 209 209 209 X 3028672 3075573 16397486 16408018 15040777 18594352 34466935 38077943 34467144 38078152 X 4769814 -1158806 X 0 1 1 X 0 X 1755816 1215737 1443152 2638563 4545840 11599108 1755816 1215737 1443152 2638563 4545840 11599108 3484555 8114553 556297 412958 49654 31274 20109 1070292 130466 165883 639521 197384 67793 1201047 13870447 0.58500 0.69940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29334111 3553529 463351 850488 32500503 24589499 1794154 3637586 687128 29334111 22254128 535719 1306901 -492751 24589499 29435244 494344 -6053427 1622033 22254128 1.00000 0 0 4000 4000 4000 UNC INVESTMENT FUND 29536865 F 29536865 6255853 1486039 4769814 -1158806 -1158806 3611008 6255853 -1158806 -1158806 7414659 -1158806 -1158806 6255853 1486039 0 1486039 0 1486039 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION ENDOWNMENT FUNDS CONSIST OF APPROXIMATELY 189 INDIVIDUAL FUNDS ESTABLISHED FOR INVESTMENT PURPOSES, WITH THE EARNINGS TO BE UTILIZED TO PROVIDE SUPPORT FOR THE PROGRAMS OF THE LAW SCHOOL AT UNC CHAPEL HILL. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (FASB ASC). WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSSES ON INVESTMENTS -1,158,806. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN LESS THAN AMOUNTS DESIGNATED FOR CURRENT OPERATIONS -1,158,806. 0 0 0 0 0 0 0 0 0 JOHN CHARLES BOGER 0 320620 0 0 0 0 0 0 0 44530 0 365150 0 0 X 7 74230 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: CONTRIBUTIONS OF STOCK ARE SOLD THROUGH THE RELATED ORGANIZATION AND PROCEEDS PROVIDED TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A DEAN OF UNC SCHOOL OF LAW APPOINTS MEMBERS TO THE BOARD OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY SELECTED MEMBERS OF THE AUDIT COMMITTEE WHO MAKE A REPORT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND ANNUALLY SIGN AN ATTESTATION LETTER OF THEIR ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAIABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED LOSSES ON INVESTMENTS -1,158,806. TOTAL TO FORM 990, PART XI, LINE 5: -1,158,806. 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