RESEARCH TRIANGLE FOUNDATION OF NORTH CAROLINA: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: RESEARCH TRIANGLE FOUNDATION OF NORTH CAROLINA (EIN 56-0853674)
Tax period: 2011-10-01 to 2012-09-30
Filed: 2013-08-15
IRS object ID: 201322279349302552
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
Form 990
Schedule D
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-15T12:16:37-05:00	Timestamp
Tax Period End Date	2012-09-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	420714325	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCGLADREY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1201 EDWARDS MILL ROAD SUITE 300	AddressLine1
City	RALEIGH	City
State	NC	State
ZIP Code	276073625	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	560853674	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	RESEARCH TRIANGLE FOUNDATION OF NC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	RESE	NameControl
Phone	9195498181	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12255	AddressLine1
City	RESEARCH TRIANGLE PARK	City
State	NC	State
ZIP Code	27709	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LINDA HALL	Name
Title	CFO	Title
Phone	9195498181	Phone
Date Signed	2013-08-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHERYL RHEW	Name
PTIN	P00493843	PTIN
Phone	9197811055	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	LINDA HALL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12255	AddressLine1
City	RESEARCH TRIANGLE PARK	City
State	NC	State
ZIP Code	27709	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	8468190	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.RTP.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1956	YearFormation
State Legal Domicile	NC	StateLegalDomicile
Activity Or Mission Description	PRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	24	TotalNbrEmployees
Total Nbr Volunteers	20	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	2328633	InvestmentIncomePriorYear
Investment Income Current Year	2207454	InvestmentIncomeCurrentYear
Other Revenue Prior Year	912307	OtherRevenuePriorYear
Other Revenue Current Year	606880	OtherRevenueCurrentYear
Total Revenue Prior Year	3240940	TotalRevenuePriorYear
Total Revenue Current Year	2814334	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1793014	SalariesEtcPriorYear
Salaries Etc Current Year	1896915	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	4840506	OtherExpensePriorYear
Other Expenses Current Year	2902113	OtherExpensesCurrentYear
Total Expenses Prior Year	6633520	TotalExpensesPriorYear
Total Expenses Current Year	4799028	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-3392580	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-1984694	RevenuesLessExpensesCY
Total Assets BOY	77805474	TotalAssetsBOY
Total Assets EOY	78075697	TotalAssetsEOY
Total Liabilities BOY	3877155	TotalLiabilitiesBOY
Total Liabilities EOY	3480154	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	73928319	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	74595543	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	RESEARCH TRIANGLE FOUNDATION OF NORTH CAROLINA (THE "FOUNDATION") IS PRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK. IN CONDUCTING THESE ACTIVITIES, THE FOUNDATION PERIODICALLY ADVANCES FUNDS TO THE NORTH CAROLINA DEPARTMENT OF TRANSPORTATION TO BE REIMBURSED IN FUTURE PERIODS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1023664	Expense
Description	MAINTAINING CONDITION OF RTP ASSETS TO ENHANCE REPUTATION TO PROMOTE AND FOSTER RESEARCH FACILITIES IN RESEARCH TRIANGLE PARK.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	154036	Expense
Description	CONTRIBUTIONS TO VARIOUS ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH WITHIN THE LOCAL COMMUNITY.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	100000	Expense
Description	GRANTS PROVIDED THROUGH TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. TO PROMOTE AND FOSTER RESEARCH FACILITIES IN RESEARCH TRIANGLE PARK.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	1277700	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
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	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	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	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	1	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	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	21	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	24	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
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
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	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	0	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	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	1	InvestmentInJointVenture
Written Policy Or Procedure	1	WrittenPolicyOrProcedure
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	LINDA HALL CFO	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	9195498181	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12255	AddressLine1
City	RESEARCH TRIANGLE PARK	City
State	NC	State
ZIP Code	27709	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	FormerFormer
OLIVIA HOLDING
DIRECTOR	1.00	X	0	0	0
CHARLES FRANCIS
DIRECTOR	1.00	X	0	0	0
JOHN BRANTLEY
DIRECTOR	1.00	X	0	0	0
JOSEPH DESIMONE
DIRECTOR	1.00	X	0	0	0
SMEDES YORK
SECRETARY	1.00	X	0	0	0	X
ROBERT A INGRAM
BOARD CHAIR	1.00	X	0	0	0	X
J WALTER MCDOWELL III
DIRECTOR	1.00	X	0	0	0
L RICHARDSON PREYER JR
DIRECTOR	1.00	X	0	0	0
BRUCE SARGENT
DIRECTOR	1.00	X	0	0	0
H HOLDEN THORP
DIRECTOR	1.00	X	0	0	0
TALLMAN TRASK III
DIRECTOR	1.00	X	0	0	0
DAVID L WARD JR
DIRECTOR EMERITUS	1.00	X	0	0	0
WILLIAM RANDOLPH WOODSON
DIRECTOR	1.00	X	0	0	0
D JORDAN WHICHARD III
DIRECTOR	1.00	X	0	0	0
BOB WINSTON
DIRECTOR	1.00	X	0	0	0
PHAIL WYNN JR
DIRECTOR	1.00	X	0	0	0
RICHARD DAUGHERTY
DIRECTOR EMERITUS	1.00	X	0	0	0
MIKE MORTIMER
DIRECTOR	1.00	X	0	0	0
GEORGE WATTS CARR III
DIRECTOR	1.00	X	0	0	0
VIRGINIA RAND BOWMAN
VICE CHAIR	1.00	X	0	0	0	X
RICHARD H BRODHEAD
DIRECTOR	1.00	X	0	0	0
THOMAS W ROSS
DIRECTOR	1.00	X	0	0	0
ELIZABETH ROOKS
VICE PRESIDENT	40.00		230798	0	47848	X
LINDA K HALL
TREASURER	40.00		134343	0	15196	X
MARIA C VALDECANAS
VICE PRESIDENT	40.00		113456	0	28605	X
ROBERT T GEOLAS
PRESIDENT AND CEO	40.00		23718	0	2372	X
JAMES ROBERSON
FORMER CEO	0.00		105658	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	607973	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	94021	TotalOtherCompensation
Number Individuals GT100 K	4	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
COOPER ROBERTSON PARTNERS LLC
311 WEST 43RD ST	NEW YORK	NY	10036	RTP MASTER PLAN DESIGN	1437426
FRED SMITH COMPANY
PO BOX 31768	RALEIGH	NC	27622	ROAD CONSTRUCTION	544615
WAKEFIELD NURSERY & LANDSCAPING
9232 DUKES LAKES ROAD	ZEBULON	NC	27597	LANDSCAPING	405821
POBLOCKI SIGN COMPANY LLC
201 KITTY HAWK DRIVE SUITE 100	MORRISVILLE	NC	27560	SIGN CONSTRUCTION AND INSTALLATION	158353

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	4	NumberOfContractorsGT100K

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1495161	TotalRevenueColumn
Exclusion	$1,495,161	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	6158837	Securities
Other	207312	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	5627506	Securities
Other	26350	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	531331	Securities
Other	180962	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	712293	TotalRevenueColumn
Related Or Exempt Function Income	180962	RelatedOrExemptFunctionIncome
Exclusion	$531,331	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MANAGEMENT FEE	900001	778289	778289
CONFERENCE INCOME	900001	78713	78713
MISCELLANEOUS	900001	49855	49855

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	-299977	TotalRevenueColumn
Related Or Exempt Function Income	-299977	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	606880	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2814334	TotalRevenueColumn
Related Or Exempt Function Income	787842	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,026,492	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	664735	Total
Program Services	336419	ProgramServices
Management And General	328316	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	863206	Total
Program Services	93309	ProgramServices
Management And General	769897	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	113690	Total
Management And General	113690	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	153671	Total
Management And General	153671	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	101613	Total
Management And General	101613	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	83264	Total
Program Services	35221	ProgramServices
Management And General	48043	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	27651	Total
Management And General	27651	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	51501	Total
Program Services	51501	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	147811	Total
Management And General	147811	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	73230	Total
Program Services	59480	ProgramServices
Management And General	13750	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	138046	Total
Program Services	40000	ProgramServices
Management And General	98046	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	66772	Total
Management And General	66772	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	60547	Total
Program Services	3339	ProgramServices
Management And General	57208	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	68671	Total
Program Services	1329	ProgramServices
Management And General	67342	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	100000	Total
Program Services	100000	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	503337	Total
Management And General	503337	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	38320	Total
Management And General	38320	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices
PROPERTY TAXES	475661	475661
ROAD CONSTRUCTION	287262		287262
PUBLIC RELATIONS	166300	166300
CONTRIBUTIONS	154036		154036

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	459704	Total
Program Services	115804	ProgramServices
Management And General	343900	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4799028	Total
Program Services	1277700	ProgramServices
Management And General	3521328	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	181305	BOY
EOY	240307	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	366473	BOY
EOY	205672	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	105475	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	119992	BOY
EOY	35257	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	31136718	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	2370757	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	28865978	BOY
EOY	28765961	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3794325	BOY
EOY	4316524	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	44477401	BOY
EOY	44406501	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	77805474	BOY
EOY	78075697	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2990156	BOY
EOY	2565107	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	886999	BOY
EOY	915047	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	3877155	BOY
EOY	3480154	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	73928319	BOY
EOY	74595543	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	73928319	BOY
EOY	74595543	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	77805474	BOY
EOY	78075697	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-1984694	ReconcilationRevenueExpenses
Reconcilation Other Changes	2651918	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	9781753	InvestmentCostOrOtherBasis
Book Value	9781753	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	8392254	InvestmentCostOrOtherBasis
Book Value	8392254	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1078371	InvestmentCostOrOtherBasis
Book Value	1078371	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	11884340	InvestmentCostOrOtherBasis
Depreciation	2370757	Depreciation
Book Value	9513583	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	28765961	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
INVESTMENT IN SUBSIDIARY	2935018	F
MUTUAL FUNDS	29421169	F
ALTERNATIVE INVESTMENTS	11790233	F
CASH AND EQUIVALENTS	136917	F
FIXED INCOME FUNDS	123164	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	44406501	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
DEFERRED REVENUE	$25,682
DUE TO RELATED PARTY	$889,365

Field	Value	IRS element (for citing)
Total Of Amounts	915047	TotalOfAmounts
Total Revenue	2814334	TotalRevenue
Total Expenses	4799028	TotalExpenses
Excess Or Deficit For Year	-1984694	ExcessOrDeficitForYear
Net Unrealized GL On Investments	2651918	NetUnrealizedGLOnInvestments
Total Adjustments	2651918	TotalAdjustments
Excess Or Deficit Per FS	667224	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	5478977	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	2651918	NetUnrealizedGainsInvestments
Other Revenues	12725	OtherRevenues
Revenue Not Rptd F990	2664643	RevenueNotRptdF990
Revenue Subtotal	2814334	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	2814334	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4811753	TotExpensesEtcAuditedFinclStmt
Losses Reported	12725	LossesReported
Expenses Not Rptd F990	12725	ExpensesNotRptdF990
Expenses Subtotal	4799028	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	4799028	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AT SEPTEMBER 30, 2012 AND 2011 AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE 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 XII, LINE 2D - OTHER ADJUSTMENTS:		LOSS ON SALE OF FIXED ASSETS 12,725.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	1	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ELIZABETH ROOKS
205798	0	25000	0	0	0	23080	0	24768	0	278646	0	0	0
JAMES ROBERSON
105658	0	0	0	0	0	0	0	0	0	105658	0	0	0

Schedule L IRS990ScheduleL

Loan Table LoanTable

Field	Value	IRS element (for citing)
Name Person	ROBERT GEOLAS	NamePerson
Purpose Of Loan	FACILITATE MOVE TO NC	PurposeOfLoan
Loan From Organization	X	LoanFromOrganization
Original Principal	$102,477	OriginalPrincipalAmount
Balance Due	105475	BalanceDue
Default	0	Default
Approved By Board	1	ApprovedByBoard
Written Agreement	1	WrittenAgreement

Field	Value	IRS element (for citing)
Total Balance Due	105475	TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	THE CFO AND AUDIT COMMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY IS ENFORCED BY EACH DIRECTOR COMPLETING QUESTIONNAIRE ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15	THE HR COMMITTEE USES THE COMPARABLE SALARY INFORMATION IN THE COMPENSATION REVIEW PROCESS. THE HR COMMITTEE'S RECOMMENDATION IS SUBSEQUENTLY APPROVED BY THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19	FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 2,651,918.	CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	TRIANGLE UNIVERSITIES CENTER FOR ADVANCE STUDIES INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12074	AddressLine1
City	RTP	City
State	NC	State
ZIP Code	27709	ZIPCode

Field	Value	IRS element (for citing)
EIN	510175686	EIN
Primary Activities	TO ASSIST IN THE PLANNING AND EXECUTION OF RESEARCH AND EDUCATIONAL PROGRAMS	PrimaryActivities
Legal Domicile State	NC	LegalDomicileState
Exempt Code Section	501(C)(3)	ExemptCodeSection
Public Charity Status	LINE 11D, III-O	PublicCharityStatus
Controlled Org	0	ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	TRIANGLE SERVICE CENTER INC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 12255	AddressLine1
City	RTP	City
State	NC	State
ZIP Code	27709	ZIPCode

Field	Value	IRS element (for citing)
EIN	560854810	EIN
Primary Activity	REAL ESTATE LEASING	PrimaryActivity
Legal Domicile State	NC	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	YES	BusinessNameLine1

Field	Value	IRS element (for citing)
Type Of Entity	C	TypeOfEntity
Share Of Total Income	1401929	ShareOfTotalIncome
Share Of EOY Assets	4180004	ShareOfEOYAssets
Percentage Ownership	1.00000	PercentageOwnership

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg