2012-05-14T13:29:11-05:00 2011-09-30 MCGLADREY LLP 1201 EDWARDS MILL ROAD SUITE 300 RALEIGH NC 276073625 990 2010-10-01 560853674 RESEARCH TRIANGLE FOUNDATION OF NC RESE 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 LINDA HALL 9195498181 2012-05-04 1 CHERYL RHEW 9197811055 2010 2016-02-24 21:20:13Z LINDA HALL PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 8732352 0 X WWW.RTP.ORG X 1956 NC PRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK. 18 18 27 0 0 0 0 0 0 0 1736803 2328633 1007327 912307 2744130 3240940 0 0 0 0 1977412 1793014 0 0 0 4148730 4840506 6126142 6633520 -3382012 -3392580 79789177 77805474 3673610 3877155 76115567 73928319 X 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. 0 0 1908950 MAINTAINING CONDITION OF RTP ASSETS TO ENHANCE REPUTATION TO PROMOTE AND FOSTER RESEARCH FACILITIES IN RESEARCH TRIANGLE PARK. GRANTS PROVIDED THROUGH TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. TO PROMOTE AND FOSTER RESEARCH FACILITIES IN RESEARCH TRIANGLE PARK. 1908950 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 27 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X LINDA HALL CFO 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 SMEDES YORK 1.00 X X 0 0 0 ROBERT A INGRAM 1.00 X X 0 0 0 J WALTER MCDOWELL III 1.00 X 0 0 0 L RICHARDSON PREYER JR 1.00 X 0 0 0 BRUCE SARGENT 1.00 X 0 0 0 H HOLDEN THORP 1.00 X 0 0 0 TALLMAN TRASK III 1.00 X 0 0 0 DAVID L WARD JR 1.00 X X 0 0 0 WILLIAM RANDOLPH WOODSON 1.00 X 0 0 0 D JORDAN WHICHARD III 1.00 X 0 0 0 BOB WINSTON 1.00 X 0 0 0 PHAIL WYNN JR 1.00 X 0 0 0 RICHARD DAUGHERTY 1.00 X 0 0 0 JEFFREY R DAVIES 1.00 X 0 0 0 GEORGE WATTS CARR III 1.00 X 0 0 0 VIRGINIA RAND BOWMAN 1.00 X X 0 0 0 RICHARD H BRODHEAD 1.00 X 0 0 0 THOMAS W ROSS 1.00 X 0 0 0 RICK L WEDDLE 40.00 X 354328 0 56865 ELIZABETH H ROOKS 40.00 X 180389 0 40747 MARIA C VALDENCANAS 40.00 X 131120 0 28902 LINDA K HALL 40.00 X 123093 0 14008 JAMES ROBERSON 0.00 X 103213 0 0 892143 0 140522 5 1 1 0 NC DEPARTMENT OF TRANSPORTATION 815 STADIUM DRIVE DURHAM NC 27704 ROAD CONSTRUCTION 1383406 CC MANGUM INC PO BOX 31768 RALEIGH NC 27622 ROAD CONSTRUCTION 1156993 FRED SMITH COMPANY PO BOX 31768 RALEIGH NC 27622 ROAD CONSTRUCTION 871335 POBLOCKI SIGN COMPANY LLC 201 KITTY HAWK DRIVE SUITE 100 MORRISVILLE NC 27560 SIGN CONSTRUCTION AND INSTALLATION 639511 WAKEFIELD NURSERY & LANDSCAPING 9232 DUKES LAKES ROAD ZEBULON NC 27597 LANDSCAPING 419183 7 1635289 1635289 5556656 628100 5443558 47854 113098 580246 693344 580246 113098 MANAGEMENT FEE 900001 806358 806358 INCR IN SUBSID EQU 900001 38619 38619 CONFERENCE INCOME 900001 34415 34415 32915 32915 912307 3240940 1492553 0 1748387 641365 641365 760254 760254 123611 123611 166033 166033 101751 101751 52780 52780 27760 27760 110901 110901 11418 11418 141297 141297 37288 37288 9100 9100 44980 44980 87169 87169 718297 718297 467409 467409 37090 37090 ROAD CONSTRUCTION 1855343 1855343 PROPERTY TAXES 478619 478619 PUBLIC RELATIONS 155148 155148 EQUIPMENT RENTAL & MAIN 129592 129592 UTILITIES 69378 69378 406937 53607 353330 6633520 1908950 4724570 0 1607138 181305 209361 366473 891224 119992 30913396 2047418 28331994 28865978 4674149 3794325 44075311 44477401 79789177 77805474 2732983 2990156 940627 886999 3673610 3877155 X 76115567 73928319 76115567 73928319 79789177 77805474 X -3392580 1205332 X 0 1 1 X 0 9781233 9781233 8384125 8384125 1048232 1048232 11699806 2047418 9652388 28865978 INVESTMENT IN SUBSIDIARY 3234995 F MUTUAL FUNDS 29125492 F ALTERNATIVE INVESTMENTS 11909441 F CASH AND EQUIVALENTS 88267 F FIXED INCOME FUNDS 119206 F 44477401 DEFERRED REVENUE 23430 DUE TO RELATED PARTY 863569 886999 3240940 6633520 -3392580 1205332 1205332 -2187248 4445247 1205332 1205332 3239915 1025 1025 3240940 6632495 -1025 -1025 6633520 0 6633520 PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN FROM SALE OF FIXED ASSETS 1,025. PART XIII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SALE OF FIXED ASSETS -1,025. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 RICK L WEDDLE 295026 0 44302 0 15000 0 35433 0 21432 0 411193 0 0 0 ELIZABETH H ROOKS 155433 0 24956 0 0 0 18039 0 22708 0 221136 0 0 0 MARIA C VALDENCANAS 112239 0 18881 0 0 0 13112 0 15790 0 160022 0 0 0 JAMES ROBERSON 103213 0 0 0 0 0 0 0 0 0 103213 0 0 0 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,205,332. TRIANGLE UNIVERSITIES CENTER FOR ADVANCE STUDIES INC PO BOX 12074 RTP NC 27709 510175686 TO ASSIST IN THE PLANNING AND EXECUTION OF RESEARCH AND EDUCATIONAL PROGRAMS NC 501(C)(3) LINE 11D, III-O 0 TRIANGLE SERVICE CENTER INC PO BOX 12255 RTP NC 27709 560854810 REAL ESTATE LEASING NC YES C 2000000 4700000 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0