NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC (EIN 56-6076622)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-15
IRS object ID
201321359349302437
Schema version
2011v1.5
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

FieldValueIRS element (for citing)
Timestamp2013-05-15T10:33:12-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN561304727EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27517ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN566076622EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOTANICAL GARDEN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOTANameControl
Phone9199620522Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEPHEN RICHName
TitleTREASURERTitle
Phone9199620522Phone
Date Signed2013-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT LEWISName
PTINP00332659PTIN
Phone9199428700Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHEN RICHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1337566GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NCBG.UNC.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers350TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1283662ContributionsGrantsPriorYear
Contributions Grants Current Year1054335ContributionsGrantsCurrentYear
Program Service Revenue Prior Year18581ProgramServiceRevenuePriorYear
Program Service Revenue CY49790ProgramServiceRevenueCY
Investment Income Prior Year110674InvestmentIncomePriorYear
Investment Income Current Year104302InvestmentIncomeCurrentYear
Other Revenue Prior Year33513OtherRevenuePriorYear
Other Revenue Current Year76399OtherRevenueCurrentYear
Total Revenue Prior Year1446430TotalRevenuePriorYear
Total Revenue Current Year1284826TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year502234GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY498632GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year66767TotalFundrsngExpCurrentYear
Other Expense Prior Year219318OtherExpensePriorYear
Other Expenses Current Year370925OtherExpensesCurrentYear
Total Expenses Prior Year721552TotalExpensesPriorYear
Total Expenses Current Year869557TotalExpensesCurrentYear
Revenues Less Expenses Prior Year724878RevenuesLessExpensesPriorYear
Revenues Less Expenses CY415269RevenuesLessExpensesCY
Total Assets BOY4504198TotalAssetsBOY
Total Assets EOY4831870TotalAssetsEOY
Total Liabilities BOY33123TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4471075NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4831870NetAssetsOrFundBalancesEOY
Mission DescriptionTHE PURPOSES AND OBJECTIVES OF CONSERVATION, SCIENTIFIC INVESTIGATION, TEACHING, PUBLIC RECREATION, AND THE ACCUMULATION AND DISSEMINATION OF KNOWLEDGE OF THE NATURAL HERITAGE OF NC AND THE SOUTHEASTERN U.S.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense770403Expense
Grants498632Grants
Revenue106848Revenue
DescriptionGARDEN IMPROVEMENTS & OPERATIONS-DEVELOPMENT OF COMMON AREAS TO INCLUDE RARE PLANT SPECIES AND TO ACCUMULATE AND DISSEMINATE KNOWLEDGE OF THE NATURAL HERITAGE OF NORTH CAROLINA AND THE SOUTHEASTERN UNITED STATES.Description
Total Program Service Expense770403TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1STEPHEN A RICHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9199620522TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CAMPUS BOX 3375 - EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DR ANNE LINDSEY
PRESIDENT4.00XX000
DR JONATHAN B HOWES
VICE PRESIDENT2.00XX000
HARRIET WALL MARTIN
VICE PRESIDENT2.00XX000
SANDRA BROOKS-MATHERS
SECRETARY2.00XX000
STEPHEN A RICH
TREASURER2.00XX000
JANET DEAN
DIRECTOR0.50X000
ROBERT EAVES
DIRECTOR0.50X000
NELL JOSLIN
DIRECTOR0.50X000
NANCY PRESTON
DIRECTOR0.50X000
DR TOM SCOTT
DIRECTOR0.50X000
LYSANDRA GIBBS WEBER
DIRECTOR0.50X000
ANN ALEXANDER
DIRECTOR0.50X000
COTTON BRYAN
DIRECTOR0.50X000
THOMAS WRIGHT EARNHARDT
DIRECTOR0.50X000
MARY GALLOWAY NEILL
DIRECTOR0.50X000
FLORENCE PEACOCK
DIRECTOR0.50X000
LINDA RIMER
DIRECTOR0.50X000
ALEXANDER F THOMPSON III
DIRECTOR0.50X000
JOHN WILSON
DIRECTOR0.50X000
BECKY COBEY
DIRECTOR0.50X000
MARCELLA T GRENDLER
DIRECTOR0.50X000
DEBBIE HILL
DIRECTOR0.50X000
MARY BOWLER MILLER
DIRECTOR0.50X000
MISSY RANKIN
DIRECTOR0.50X000
BARBARA K WENDELL
DIRECTOR0.50X000
RICHARD WILLIAMS
DIRECTOR0.50X000
CAROL TRESOLINI
EX-OFFICIO0.50X000
DR PETER S WHITE
EX-OFFICIO0.50X000
BILL BRACEY
IMMEDIATE PAST PRESIDENT0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events30335FundraisingEvents
All Other Contributions1024000AllOtherContributions
Noncash Contributions65548NoncashContributions
Total Contributions1054335TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionCONTRACT SERVICESDescription
Business Code611710BusinessCode
Total Revenue Column49790TotalRevenueColumn
Related Or Exempt Function Income49790RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue49790TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column33293TotalRevenueColumn
Exclusion$33,293ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real36607Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real24856Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real11751Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column11751TotalRevenueColumn
Exclusion$11,751ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities71009Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities71009Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column71009TotalRevenueColumn
Exclusion$71,009ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events35474GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events30335CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses27884FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column7590TotalRevenueColumn
Exclusion$7,590ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column57058TotalRevenueColumn
Related Or Exempt Function Income57058RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue57058TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1284826TotalRevenueColumn
Related Or Exempt Function Income106848RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$123,643ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total498632Total
Program Services498632ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total25927Total
Program Services2000ProgramServices
Management And General23927ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total1530Total
Program Services517ProgramServices
Fundraising1013Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25883Total
Program Services16190ProgramServices
Management And General43ManagementAndGeneral
Fundraising9650Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total24154Total
Program Services24154ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total38710Total
Program Services18126ProgramServices
Fundraising20584Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total123Total
Management And General123ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4488Total
Program Services2369ProgramServices
Management And General2119ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
REPAIRS AND MAINTENANCE91617914130204
GARDEN & FIELD SUPPLIES4109141091
CONTRACT SERVICES33247308792368
MISCELLANEOUS26785244713441970

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total57370Total
Program Services20561ProgramServices
Management And General5831ManagementAndGeneral
Fundraising30978Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total869557Total
Program Services770403ProgramServices
Management And General32387ManagementAndGeneral
Fundraising66767Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY23838EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY999051BOY
EOY615446EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY223312BOY
EOY457512EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3741BOY
EOY51218EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY39280BOY
EOY82777EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis282916LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec97184LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY192076BOY
EOY185732EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2112862BOY
EOY2481471EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY933876BOY
EOY933876EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4504198BOY
EOY4831870EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY33123BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY33123BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY171764BOY
EOY213367EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2834474BOY
EOY3035956EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1464837BOY
EOY1582547EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4471075BOY
EOY4831870EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4504198BOY
EOY4831870EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses415269ReconcilationRevenueExpenses
Reconcilation Other Changes-54474ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNC-CHBusinessNameLine1
FieldValueIRS element (for citing)
EIN566001393EIN
Type Of OrganizationSTATE GOVERNMENTTypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$498,632Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts498632SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Total Number Of Easements16TotalNumberOfEasements
Total Acreage127.00TotalAcreage
Nmbr Hist Struct Easements0NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring1WrittenPolicyMonitoring
Staff Hours Spent On Enforcement20.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement0ExpensesIncurredForEnforcement

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1975832BeginningOfYearBalance
Contributions134504Contributions
Investment Earnings Or Losses26136InvestmentEarningsOrLosses
Other Expenditures82884OtherExpenditures
End Of Year Balance2053588EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1792624BeginningOfYearBalance
Contributions57026Contributions
Investment Earnings Or Losses209848InvestmentEarningsOrLosses
Other Expenditures83666OtherExpenditures
End Of Year Balance1975832EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1772499BeginningOfYearBalance
Contributions51186Contributions
Investment Earnings Or Losses97624InvestmentEarningsOrLosses
Other Expenditures128685OtherExpenditures
End Of Year Balance1792624EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2077616BeginningOfYearBalance
Contributions103857Contributions
Investment Earnings Or Losses-38045InvestmentEarningsOrLosses
Other Expenditures370929OtherExpenditures
End Of Year Balance1772499EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.77030PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.22970TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis100000OtherCostOrOtherBasis
Book Value100000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis135697OtherCostOrOtherBasis
Depreciation68671Depreciation
Book Value67026BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis36026OtherCostOrOtherBasis
Depreciation17968Depreciation
Book Value18058BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis11193OtherCostOrOtherBasis
Depreciation10545Depreciation
Book Value648BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings185732TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENT IN UNCIFDescription
Book Value2481471BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities2481471TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
REAL ESTATE RESTRICTED FOR INVESTMENT876925
OTHER ASSETS26825
CASH VALUE OF LIFE INSURANCE30054
DEPOSITS72
FieldValueIRS element (for citing)
Total Book Value Other Assets933876TotalBookValueOtherAssets
Total Revenue1284826TotalRevenue
Total Expenses869557TotalExpenses
Excess Or Deficit For Year415269ExcessOrDeficitForYear
Net Unrealized GL On Investments-54474NetUnrealizedGLOnInvestments
Total Adjustments-54474TotalAdjustments
Excess Or Deficit Per FS360795ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1255208TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-54474NetUnrealizedGainsInvestments
Other Revenues24856OtherRevenues
Revenue Not Rptd F990-29618RevenueNotRptdF990
Revenue Subtotal1284826RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901284826TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt894413TotExpensesEtcAuditedFinclStmt
Other Expenses Included24856OtherExpensesIncluded
Expenses Not Rptd F99024856ExpensesNotRptdF990
Expenses Subtotal869557ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990869557TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES:PART II, LINE 5:THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES BASED ON DONOR RESTRICTIONS AND BOARD DESIGNATIONS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE FOUNDATION IS EXEMPT FROM INCOME TAX AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION.
SCH D PART XII LINE 2D RENTAL EXPENSES NETTED AGAINST RENTAL INCOME $16,628 SCH D PART XIII LINE 2D RENTAL EXPENSES NETTED AGAINST RENTAL INCOME $16,628

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event165809GrossReceiptsEvent1
Charitable Contributions Event130335CharitableContributionsEvent1
Gross Revenue Event135474GrossRevenueEvent1
Other Direct Expenses Event127884OtherDirectExpensesEvent1
Gross Receipts Total65809GrossReceiptsTotal
Charitable Contributions Total30335CharitableContributionsTotal
Gross Revenue Total Events35474GrossRevenueTotalEvents
Other Direct Expenses Total Events27884OtherDirectExpensesTotalEvents
Direct Expense Summary Events27884DirectExpenseSummaryEvents
Net Income Summary7590NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNC-CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1AT CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient566001393EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant498632AmountOfCashGrant
Purpose Of GrantTO SUPPORT THE NC BOTANICAL GARDEN.PurposeOfGrant

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions20NumberOfContributions
Noncash Contribs Rptd F99065548NoncashContribsRptdF990
Method Of Determining RevenuesFMV-SAME DAY SALEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE 990 IS REVIEWED BY MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION DOES NOT FORMALLY REQUIRE THE ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST, HOWEVER, THE FOUNDATION IS IN THE PROCESS OF ADOPTING A POLICY OF REQUIRING BOARD MEMBERS TO DISCLOSE AND SIGN A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -54,474.CHANGES IN NET ASSETS OR FUND BALANCES:
THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENTS WITH MANAGEMENT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27514ZIPCode
FieldValueIRS element (for citing)
EIN566001393EIN
Primary ActivitiesHIGHER EDUCATION AND RESEARCHPrimaryActivities
Legal Domicile StateNCLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(VI)PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1STATE OF NORTH CAROLINABusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B498632
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
L24921

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