UNC HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNC HEALTH FOUNDATION INC (EIN 56-6057494)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-02
- IRS object ID
- 201343369349300634
- Schema version
- 2012v2.1
- 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 A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-02T14:25:45-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566057494 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEDICAL FOUNDATION OF NORTH CAROLINA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BETTY M WHICHARD | InCareOfName |
| Name Control | MEDI | NameControl |
| Phone | 9199661201 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING JR BLVD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBBIE DIBBERT | Name |
| Title | INTERIM PRESIDENT | Title |
| Phone | 9199661201 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DEBBIE DIBBERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38805411 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MEDICALFOUNDATIONOFNC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE MEDICAL FOUNDATION OF NORTH CAROLINA, INC. SECURES FINANCIAL AND VOLUNTEER RESOURCES FOR THE UNC SCHOOL OF MEDICINE AND UNC HEALTH CARE TO PROVIDE A HEALTHIER FUTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 12851464 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15708434 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 547674 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 519691 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6870462 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14703179 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 150956 | OtherRevenuePriorYear |
| Other Revenue Current Year | 133344 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20420556 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31064648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15515510 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16413282 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2273398 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1364369 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1778708 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2182794 | OtherExpensePriorYear |
| Other Expenses Current Year | 2434037 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19971702 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20211688 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 448854 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10852960 | RevenuesLessExpensesCY |
| Total Assets BOY | 213418602 | TotalAssetsBOY |
| Total Assets EOY | 228522001 | TotalAssetsEOY |
| Total Liabilities BOY | 690440 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 353594 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 212728162 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 228168407 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Medical Foundation of North Carolina, Inc. secures financial and volunteer resources for the UNC School of Medicine and UNC Health Care to provide a healthier future through medical education, research and patient care. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16413282 | Expense |
| Grants | 16413282 | Grants |
| Revenue | 519691 | Revenue |
| Description | The Foundation processed in excess of 17,000 gifts from over 17,000 donors during the course of the fiscal year. Foundation development staff completed over 1,600 phones calls and 1,800 personal visits to major gift donors during fiscal year 2013. These calls and visits were in addition to the numerous contacts completed during the cultivation and other events held on and off of the University of North Carolina at Chapel Hill campus. The Foundation has an established recognition society that recognizes and cultivates donors who provide annual support of at least $2,000. Members of this society receive recognition in the annual report and on the Foundation's donor wall. Endowment donors receive annual financial reports on the performance of the endowments they established and the use of the annual distributions. The Medical Loyalty Fund produces an Early Case Statement, which includes a review of annual fundraising results. The Medical Foundation manages over 1,800 funds, including endowments, restricted, and unrestricted funds. These funds provide key support for patients, students, faculty, research, and other School of Medicine priorities. The support these funds provide is essential to the continued instructional and research excellence of the School of Medicine and UNC HealthCare System. | Description |
| Total Program Service Expense | 16413282 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 132 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BETTY M WHICHARD | NamePerson |
| Telephone Number | 9199661201 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN W ALEXANDER | ||||||||
| VICE CHAIR AND DIRECTOR | 1.0 | X | X | 0 | ||||
| LUCIUS BLANCHARD MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| THOMAS EDWARD CAPPS | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| GEORGE W COX | ||||||||
| BOARD CHAIRMAN/DIRECTOR | 1.0 | X | X | 0 | ||||
| FREDERICK M DULA JR MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| JOHN W C ENTWISTLE JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| JOHN W FOUST MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| JOAN C HUNTLEY PHD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| PETER C JOHNSON MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| MYLA LAI-GOLDMAN MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| GARNETTE LEROY | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| DARLYNE MENSCER MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| WILLIAM BROOKS MILLIS | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| GEORGE D RENFRO | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| ROBERT E SEVIER MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| EDWINA D WOODBURY | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| S AUSTIN YEARGAN III MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| LEWIS BARNHARDT | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| JAMES D HUNDLEY SR MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| CHARLOTTE BATTLE ROBBINS | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| CECIL W SEWELL JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| LY SOO MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | |||||
| Katrina Avery MD | ||||||||
| Director | 1.0 | X | 0 | |||||
| Jean Carter MD | ||||||||
| Director | 1.0 | X | 0 | |||||
| Bryan Morris | ||||||||
| Director | 1.0 | X | 0 | |||||
| John Strickland Sr | ||||||||
| Director | 1.0 | X | 0 | |||||
| Richard Vinroot MD | ||||||||
| Director | 1.0 | X | 0 | |||||
| WILLIAM L ROPER MD | ||||||||
| DIRECTOR | 1.0 | X | ||||||
| DAVID B ANDERSON | ||||||||
| PRESIDENT | 40.0 | X | 241153 | 0.0 | 0 | 52290 | ||
| BETTY WHICHARD | ||||||||
| VP FIN & ADMIN, ASST TREASURER | 40.0 | X | 120556 | 23096 | ||||
| NICOLE BRANCATO | ||||||||
| ASSITANT SECRETARY | 40.0 | X | 86264 | 16261 | ||||
| CRYSTAL HINSON MILLER | ||||||||
| VP DEVELOPMENT | 40.0 | 132906 | 22985 | X | ||||
| ANNE HAGER-BLUNK | ||||||||
| VP DEVELOPMENT | 40.0 | 141115 | 45314 | X | ||||
| GREGORY DUYCK | ||||||||
| VP DEVELOPMENT | 40.0 | 140608 | 22782 | X | ||||
| DEBORAH DIBBERT | ||||||||
| VP DEVELOPMENT | 40.0 | 147283 | 23456 | X | ||||
| PAULA SHACKLEFORD | ||||||||
| ACCOUNTANT | 40.0 | 112716 | 21126 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1122601 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 227310 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALTSHULER GRAY | |||||
| 61 DEAN ROAD | BROOKLINE | MA | 02445 | CONSULTING | 131192 |
| UNC HEALTH CAREHOSPITAL | |||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | FACILITY UPGRADES | 333357 |
| UNC MANAGEMENT COMPANY | |||||
| 1400 ENVIRON WAY | CHAPEL HILL | NC | 27514 | INVESTMENT MGMT | 465082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 617020 | FundraisingEvents |
| All Other Contributions | 15091414 | AllOtherContributions |
| Noncash Contributions | 1320950 | NoncashContributions |
| Total Contributions | 15708434 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SPONSORSHIPS | 900099 | 273465 | 273465 |
| REGISTRATION FEES | 900099 | 246226 | 246226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 519691 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2534634 | TotalRevenueColumn |
| Exclusion | $2,534,634 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19577555 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7409010 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12168545 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12168545 | TotalRevenueColumn |
| Exclusion | $12,168,545 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 355191 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 617020 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 331753 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23438 | TotalRevenueColumn |
| Exclusion | $23,438 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 109906 | TotalRevenueColumn |
| Exclusion | $109,906 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 109906 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31064648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 519691 | RelatedOrExemptFunctionIncome |
| Exclusion | $14,836,523 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15065242 | Total |
| Program Services | 15065242 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1348040 | Total |
| Program Services | 1348040 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310875 | Total |
| Management And General | 144200 | ManagementAndGeneral |
| Fundraising | 166675 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753332 | Total |
| Management And General | 661617 | ManagementAndGeneral |
| Fundraising | 91715 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111059 | Total |
| Management And General | 84094 | ManagementAndGeneral |
| Fundraising | 26965 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105057 | Total |
| Management And General | 79549 | ManagementAndGeneral |
| Fundraising | 25508 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84046 | Total |
| Management And General | 63639 | ManagementAndGeneral |
| Fundraising | 20407 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467086 | Total |
| Management And General | 467086 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256439 | Total |
| Management And General | 256439 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49628 | Total |
| Management And General | 22987 | ManagementAndGeneral |
| Fundraising | 26641 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100244 | Total |
| Management And General | 6231 | ManagementAndGeneral |
| Fundraising | 94013 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96672 | Total |
| Management And General | 64921 | ManagementAndGeneral |
| Fundraising | 31751 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36076 | Total |
| Management And General | 14011 | ManagementAndGeneral |
| Fundraising | 22065 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28160 | Total |
| Management And General | 13087 | ManagementAndGeneral |
| Fundraising | 15073 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85116 | Total |
| Management And General | 85116 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188876 | Total |
| Management And General | 7890 | ManagementAndGeneral |
| Fundraising | 180986 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DEVELOPMENT ASSESSMENT FEE | 972418 | 972418 | |
| DEVELOPMENT SUPPORT SERVICES | 69519 | 69519 | |
| DUES & SUBSCRIPTIONS | 20717 | 1925 | 18792 |
| MISCELLANEOUS | 63086 | 33047 | 30039 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20211688 | Total |
| Program Services | 16413282 | ProgramServices |
| Management And General | 2019698 | ManagementAndGeneral |
| Fundraising | 1778708 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48950742 | BOY |
| EOY | 51528682 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6815325 | BOY |
| EOY | 7177526 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1004557 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 565458 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502419 | BOY |
| EOY | 439099 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30550491 | BOY |
| EOY | 33068609 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122312437 | BOY |
| EOY | 131940142 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4287188 | BOY |
| EOY | 4367943 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213418602 | BOY |
| EOY | 228522001 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661175 | BOY |
| EOY | 243650 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 77879 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29265 | BOY |
| EOY | 32065 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 690440 | BOY |
| EOY | 353594 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7815535 | BOY |
| EOY | 8328424 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129816551 | BOY |
| EOY | 142145858 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75096076 | BOY |
| EOY | 77694125 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212728162 | BOY |
| EOY | 228168407 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213418602 | BOY |
| EOY | 228522001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10852960 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4522090 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 65195 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19582061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13646756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13998744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12851404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15708434 | CurrentTaxYear |
| Total | 75787399 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1302376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1254727 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1639868 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1584926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1730349 | CurrentTaxYear |
| Total | 7512246 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20884437 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14901483 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15638612 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14436330 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17438783 | CurrentTaxYear |
| Total | 83299645 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3847964 | AmountsSubstContributorsTotal |
| Public Support Total170 | 79451681 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4434813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1842716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2662512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2509271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2534634 | CurrentTaxYear |
| Total | 13983946 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 936034 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1363938 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 902231 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 880398 | CurrentTaxYearMinus1Year |
| Current Tax Year | 984788 | CurrentTaxYear |
| Total | 5067389 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 102350980 | TotalSupport |
| Public Support Pertcentage170 | 0.77627 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66948 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118677664 | BeginningOfYearBalance |
| Contributions | 2717745 | Contributions |
| Investment Earnings Or Losses | 13833091 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 348515 | GrantsOrScholarships |
| Other Expenditures | 4777556 | OtherExpenditures |
| End Of Year Balance | 130102429 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 119646873 | BeginningOfYearBalance |
| Contributions | 2214723 | Contributions |
| Investment Earnings Or Losses | 4623992 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6293391 | GrantsOrScholarships |
| Other Expenditures | 1514533 | OtherExpenditures |
| End Of Year Balance | 118677664 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107577235 | BeginningOfYearBalance |
| Contributions | 5923341 | Contributions |
| Investment Earnings Or Losses | 15122176 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6104848 | GrantsOrScholarships |
| Other Expenditures | 2871031 | OtherExpenditures |
| End Of Year Balance | 119646873 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101999141 | BeginningOfYearBalance |
| Contributions | 3282840 | Contributions |
| Investment Earnings Or Losses | 6240697 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3945443 | GrantsOrScholarships |
| End Of Year Balance | 107577235 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 128655976 | BeginningOfYearBalance |
| Contributions | 4318624 | Contributions |
| Investment Earnings Or Losses | -25645813 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4190670 | GrantsOrScholarships |
| Other Expenditures | 1138976 | OtherExpenditures |
| End Of Year Balance | 101999141 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05468 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.94532 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 562178 | OtherCostOrOtherBasis |
| Depreciation | 278492 | Depreciation |
| Book Value | 283686 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 458919 | OtherCostOrOtherBasis |
| Depreciation | 303506 | Depreciation |
| Book Value | 155413 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 439099 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS-UNCIF | 124422428 | F |
| PRIVATE EQUITIES | 7261096 | F |
| CERTIFICATES OF DEPOSIT | 256618 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 131940142 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITIES UNDER CHARITABLE | Description |
| Amount | $32,065 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32065 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 37714035 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4522090 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1730349 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 396948 | OtherRevenues |
| Revenue Not Rptd F990 | 6649387 | RevenueNotRptdF990 |
| Revenue Subtotal | 31064648 | RevenueSubtotal |
| Total Revenue Per Form990 | 31064648 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22273790 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1730349 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 331753 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2062102 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20211688 | ExpensesSubtotal |
| Total Expenses Per Form990 | 20211688 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | Endowment funds are used for medical education and research. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | The foundation is exempt from federal income taxes under section 501(a) of the internal revenue code as an organization described in 501(c)(3), except on income derived from unrelated business activities. At June 30, 2013 and 2012, the Foundation has not recorded any tax liabilities. The Foundation reviews its tax positions annually and has determined that there are no material uncertain tax positions that require recognition in the financial statement at June 30, 2013 and 2012. |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 65,195 DIRECT EXPENSES - FUNDRAISING 331,753 TOTAL 396,948 |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XII, LINE 2D | DIRECT EXPENSES - FUNDRAISING 331,753 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Cow Parade | NameOfEvent1 |
| Gross Receipts Event1 | 253980 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 178530 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 75450 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 3849 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 4009 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 26953 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 138641 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Fast Break | NameOfEvent2 |
| Gross Receipts Event2 | 173575 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 13770 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 159805 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1386 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 51 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 9433 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 544656 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 424720 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 119936 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 31150 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 10227 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 65054 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2600 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 38400 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 972211 | GrossReceiptsTotal |
| Charitable Contributions Total | 617020 | CharitableContributionsTotal |
| Gross Revenue Total Events | 355191 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 3849 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 31150 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15622 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 92058 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 186474 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 331753 | DirectExpenseSummaryEvents |
| Net Income Summary | 23438 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SOUTH RD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27599 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 566001393 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 15065242 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SEE PART IV | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND AWARDS | TypeOfGrant |
| Number Of Recipients | 376 | NumberOfRecipients |
| Amount Of Cash Grant | 1348040 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING OF GRANTS IN THE US | SCHEDULE I, PART I, LINE 2 | Management at the Medical Foundation and the University of North Carolina Medical School are in charge of approving and maintaining supporting documentation of grant requests and disbursements. |
| PURPOSE OF GRANT OR ASSISTANCE | SCHEDULE I, PART II, COLUMN H | SUPPORT EDUCATIONAL AND RESEARCH EFFORTS OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL MEDICAL SCHOOL AND UNC HOSPITALS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID B ANDERSON | ||||||||||||||
| PRESIDENT | 235684 | 0 | 0 | 0 | 5469 | 0 | 47207 | 0 | 5083 | 0 | 293443 | 0 | 0 | 0 |
| CRYSTAL HINSON MILLER | ||||||||||||||
| VP DEVELOPMENT | 132906 | 17902 | 5083 | 155891 | ||||||||||
| ANNE HAGER-BLUNK | ||||||||||||||
| VP DEVELOPMENT | 141115 | 40231 | 5083 | 186429 | ||||||||||
| GREGORY DUYCK | ||||||||||||||
| VP DEVELOPMENT | 140608 | 17699 | 5083 | 163390 | ||||||||||
| DEBORAH DIBBERT | ||||||||||||||
| VP DEVELOPMENT | 147283 | 18373 | 5083 | 170739 | ||||||||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | UNRELATED ORGANIZATION COMPENSATION | Identifier |
| Return Reference | SCHEDULE J, PART II | ReturnReference |
| Explanation | THE ORGANIZATION EMPLOYEES RECEIVE COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AN UNRELATED ORGANIZATION PER 990 INSTRUCTIONS. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 115 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1320950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY UTILIZED | Identifier |
| Return Reference | SCHEDULE M, LINE 32b | ReturnReference |
| Explanation | THE FOUNDATION UTILIZES EXTERNAL BROKERS TO PROCESS AND SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SIGNIFICANT CHANGES IN GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION A, LINE 4 | The Board set the number of non-ex officio members of the board at 27. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11B | The Foundation's Form 990 is posted to a secure portal on its website for review by all board members approximately 2 weeks before the return is finalized and filed with the IRS. The Foundation's Audit Committee reviews the Form 990 with the Foundation's external accountants as part of its review and approval process. After the Audit Committee grants its approval the Form 990 is filed with the IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | The Foundation has a written conflict of interest policy. All board members are asked to complete and sign a conflict of interest policy form on an annual basis. Compliance is monitored and the Foundation is developing policies and procedures to ensure board compliance with conflict of interest responses. |
| DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A & 15B | Employees of the Medical Foundation are leased from the University of North Carolina at Chapel Hill. Their compensation is determined in accordance with the pay and employee benefit practices of the North Carolina State Government. The Foundation President has reviewed the compensation paid to each Foundation employee and determined that it is at or below the local market rate of other comparable non-profit organizations. The Foundation plans to engage in a more formal review of the compensation levels for Foundation employees and the process whereby state pay levels are set. |
| DISCLOSURE OF GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 | It is not part of the Medical Foundation's written policies to make these documents available to the public. |
| COMPENSATION INFORMATION | FORM 990, PART VII, SECTION A | Salaries, payroll taxes, and benefits for the Medical Foundation of North Carolina's employees are paid by the University of North Carolina at Chapel Hill. The Foundation reimburses the University for a portion of these personnel costs. The remainder of salaries, payroll taxes, and benefits are contributed services. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 65,195 |
| COMMITTEE RESPONSIBLE FOR OVERSIGHT OF AUDIT | FORM 990, PART XII, LINE 2C | The Audit Committee has oversight for the audit of the financial statements. |
| BUSINESS RELATIONSHIPS | FORM 990, PART VI SECTION A, LINE 2 | David B. Anderson is an Associate Dean of the UNC-CH School of Medicine and William L. Roper is Dean of the UNC-CH School of Medicine. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL GROUND TRANSPORT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 MARTIN LUTHER KING BLVD | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRANSPORT | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 25581 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| GROVER C DALE MD MEDICAL RESEARCH TRUST | ||||||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | 311474626 | RESEARCH | NC | 501(c)(3) | 11 | Med Fdn | true |
| GROVER C DALE MD SCHOLARSHIP TRUST | ||||||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | 311474625 | SCHOLARSHIPS | NC | 501(c)(3) | 11 | Med Fdn | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MEDICAL GROUND TRANSPORT LLC | ||
| M | 127565 | FMV |
| MEDICAL GROUND TRANSPORT LLC | ||
| Q | 7119 | CASH |
| MEDICAL GROUND TRANSPORT LLC | ||
| S | 50000 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIMARY ACTIVITY DESCRIPTION | Identifier |
| Return Reference | FORM 990, SCHEDULE R, PART I & PART II, (1)(B) | ReturnReference |
| Explanation | PART I (1)(B) MEDICAL GROUND TRANSPORT, LLC PROVIDES TRANSPORTATION FOR SUPPORTED ENTITIES. | Explanation |
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