2013-11-14T17:02:24-06:00 2013-06-30 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2012-07-01 566086393 THE UNCG EXCELLENCE FOUNDATION UNCG 3363345200 PO BOX 26170 GREENSBORO NC 274026170 READE TAYLOR 3363345200 2013-11-06 ADRIENNE MCKINNEY P00819656 3362724551 2012 2016-02-24 21:20:13Z READE TAYLOR 1201 SPRING GARDEN ST GREENSBORO NC 27412 8885260 0 X N/A X 1966 NC THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 32 26 0 110 0 0 2440443 3786003 0 0 2817538 4953653 20111 14248 5278092 8753904 3141418 3171891 0 0 0 0 0 0 0 478178 361377 3619596 3533268 1658496 5220636 95329439 106888213 7700004 8306313 87629435 98581900 TO SUPPORT UNC GREENSBORO MAINLY BY FUNDING SCHOLARSHIPS AND DEPARTMENTAL NEEDS THROUGH INVESTMENT EARNINGS 0 0 3049866 3049866 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 20730 20730 WEATHERSPOON ART MUSEUM ASSOCIATION 101295 101295 WEATHERSPOON ARTS FOUNDATION 3171891 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X READE TAYLOR 3363345200 254 MOSSMAN BUILDING GREENSBORO NC 274026170 X DR NORMAN B ANDERSON 1.00 X 0 0 0 DEBRA TURNER BAILEY 1.00 X 0 0 0 WILLIAM F BLACK 1.00 X 0 0 0 GAY BOWMAN 1.00 X 0 0 0 CHUCK BURNS 1.00 X 0 0 0 ROY CARROLL II 1.00 X 0 0 0 CLYDE COLLINS JR 1.00 X 0 0 0 CANDACE CUMMINGS 1.00 X 0 0 0 TIMOTHY R DAVIS 1.00 X 0 0 0 JED E DUNN 1.00 X 0 0 0 LAVONNE H FISHER 1.00 X 0 0 0 ATHENA PAPPAS GALLINS 1.00 X 0 0 0 BRAD HAYES 1.00 X 0 0 0 STEVE ALAN JOYCE JR 1.00 X 0 0 0 KIM LYNN KETCHUM 1.00 X 0 0 0 TOM MARTIN 1.00 X 0 0 0 JOHN A MCLENDON JR 1.00 X 0 0 0 CHERYL MCQUEARY 1.00 X 0 0 0 RICK MICHAELS 1.00 X 0 0 0 ANTONIA MONK REAVES 1.00 X 0 0 0 CAROLYNN JEAN RICE 1.00 X 0 0 0 PERRY SAFRAN 1.00 X 0 0 0 DR JOANNE SAFRIT 1.00 X 0 0 0 SUSAN S SCHWARTZ 1.00 X 0 0 0 MARIROSE KEYES STEIGERWALD 1.00 X 0 0 0 ART WINSTEAD JR 1.00 X 0 0 0 DR JAN ZINK 0.10 X 0 0 0 DALE PHIPPS 1.00 X 0 0 0 DAVID LEONARD BROWN 1.00 X 0 0 0 AMELIA S HOPKINS 1.00 X 0 0 0 DR PATRICIA W STEWART 1.00 X 0 272344 24037 READE TAYLOR 0.10 X 0 231755 36114 0 504099 60151 0 0 1 0 0 24275 3761728 44490 3786003 1062671 1062671 118345 3888556 115919 0 2426 3888556 3890982 3890982 4000 24275 15437 -11437 -11437 MISCELLANEOUS 900099 25685 25685 25685 8753904 0 0 4967901 3171891 3171891 2690 2690 328190 328190 3434 3434 733 733 10853 10853 NON-EMPLOYEE SUBSISTENC 10836 10836 INSURANCE EXPENSE 4380 4380 ENTERTAINMENT 150 150 ADMINISTRATION EXPENSE 111 111 3533268 3171891 361377 0 42487 51502 1348062 1588076 106912 125624 33000 0 732456 24123 754941 708333 12552057 13873177 80225504 90339354 266476 202147 95329439 106888213 644 221 153389 150378 7545971 8155714 7700004 8306313 X 5051592 5567371 36918 9755 82540925 93004774 87629435 98581900 95329439 106888213 X 5220636 4911750 820079 X X 0 1 X 1 0 X X X 0 0 0 UNCG 566001468 6 1 1 1 3049866 1 3049866 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78548322 2971775 8235103 1715204 88039996 80869686 2006670 -2098441 2229593 78548322 66329080 2931717 13701661 2092772 80869686 59465084 2748670 5852788 50504 1686958 66329080 74101044 2268166 -15572629 549972 781525 59465084 0.11100 0.88900 0 1 1 698578 698578 33878 24123 9755 708333 CASH & CASH EQUIVALENTS 781454 F UNITS IN UNCG INVESTMENT FUND 89557900 F 90339354 ANNUITIES PAYABLE 5231009 DISTRIBUTABLE BY TRUST 160470 OTHER LIABILITIES 119654 LIABILITIES UNDER UNITRUST AGREEMENTS 2644581 8155714 14172978 4911750 820077 5731827 8441151 328190 -15437 312753 8753904 3220515 15437 15437 3205078 328190 328190 3533268 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MAJORITY OF THE ORGANIZATION'S ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET AS WELL AS CHANCELLOR DISCRETIONARY FUNDING. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 820,077. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO REVENUE -15,437. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO REVENUE 15,437. 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 3049866 EDUCATIONAL SUPPORT WEATHERSPOON ART FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 101295 APPRAISAL ARTWORK EDUCATIONAL SUPPORT WEATHERSPOON ART MUSEUM ASSOCIATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 237111684 501(C)(3) 20730 EDUCATIONAL SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE, DEPARTMENTS THEN USE THE FUNDS AS THE ENDOWMENT RESTRICTS. UNCG'S FINANCIAL SERVICES DEPARTMENT ASSURES THAT FUNDS EXPENDED FOLLOW THE DONOR RESTRICTIONS. 0 0 0 0 0 0 0 0 0 DR PATRICIA W STEWART 0 271744 0 0 0 600 0 21550 0 2487 0 296381 0 0 READE TAYLOR 0 226009 0 0 0 5746 0 31031 0 5083 0 267869 0 0 X 10 42511 PUBLISHED PRICE X FOOD/DRINK 1 500 FMV X SMART TV PLUS 1 729 FMV X MEMORABILIA 1 750 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: SECURITIES ARE SOLD BY BROKER FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEWED THE 990 PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B THE ENTITY HAS NO EMPLOYEES AND AS SUCH DOES NOT HAVE COMPENSATION POLICIES. UNCG, A RELATED PARTY, PAYS THE COMPENSATION SHOWN ON PART VII AND DOES HAVE COMPENSATION REVIEW POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN F: THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 820,079. FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1201 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 EDUCATION NC GOVERNMENTAL 0 THE UNIV OF NC AT GREENSBORO WEATHERSPOON ARTS FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 FUNDRAISING NC 501C(3) 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 237160700 FUNDRAISING/SCHOLARSHIP NC 501C(3) 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 THE UNIV OF NC AT GREENSBORO INVESTMENT FUND INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 582005976 INVESTMENT NC 501C(3) 11-1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 CAPITAL FACILITIES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 202483538 BUILDING SUPPORT NC 501C(3) 11-1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 3049866 FMV THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO P 28405 FMV