UNC-G EXCELLENCE FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNC-G EXCELLENCE FOUNDATION (EIN 56-6086393)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-13
IRS object ID
201203189349304185
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T16:04:53-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN566086393EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE UNCG EXCELLENCE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNCGNameControl
Phone3363345200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 26170AddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code274026170ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameREADE TAYLORName
TitleTREASURERTitle
Phone3363345200Phone
Date Signed2012-11-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameADRIENNE MCKINNEYName
PTINP00819656PTIN
Phone3362724551Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonREADE TAYLORNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11201 SPRING GARDEN STAddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27412ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5379650GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body31NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers110TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3446641ContributionsGrantsPriorYear
Contributions Grants Current Year2440443ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year4156464InvestmentIncomePriorYear
Investment Income Current Year2817538InvestmentIncomeCurrentYear
Other Revenue Prior Year48917OtherRevenuePriorYear
Other Revenue Current Year20111OtherRevenueCurrentYear
Total Revenue Prior Year7652022TotalRevenuePriorYear
Total Revenue Current Year5278092TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2631836GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3141418GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year389438OtherExpensePriorYear
Other Expenses Current Year478178OtherExpensesCurrentYear
Total Expenses Prior Year3021274TotalExpensesPriorYear
Total Expenses Current Year3619596TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4630748RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1658496RevenuesLessExpensesCY
Total Assets BOY98734470TotalAssetsBOY
Total Assets EOY95329439TotalAssetsEOY
Total Liabilities BOY8057032TotalLiabilitiesBOY
Total Liabilities EOY7700004TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY90677438NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY87629435NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3063138Expense
Grants3063138Grants
DescriptionTHE UNIVERSITY OF NORTH CAROLINA AT GREENSBORODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense19980Expense
Grants19980Grants
DescriptionWEATHERSPOON ART MUSEUM ASSOCIATIONDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense58300Expense
Grants58300Grants
DescriptionWEATHERSPOON ARTS FOUNDATIONDescription
FieldValueIRS element (for citing)
Total Program Service Expense3141418TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included1NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members31NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1READE TAYLORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3363345200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1254 MOSSMAN BUILDINGAddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code274026170ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
DR NORMAN B ANDERSON
DIRECTOR1.00X000
DEBRA TURNER BAILEY
DIRECTOR1.00X000
WILLIAM BLACK
DIRECTOR1.00X000
GAY BOWMAN
DIRECTOR1.00X000
CHUCK BURNS
DIRECTOR1.00X000
ROY CARROLL II
DIRECTOR1.00X000
CLYDE COLLINS JR
DIRECTOR1.00X000
CANDACE CUMMINGS
DIRECTOR1.00X000
TIMOTHY R DAVIS
DIRECTOR1.00X000
JED E DUNN
DIRECTOR1.00X000
LAVONNE H FISHER
DIRECTOR1.00X000
ATHENA PAPPAS GALLINS
DIRECTOR1.00X000
BRAD HAYES
DIRECTOR1.00X000
STEVE ALAN JOYCE JR
DIRECTOR1.00X000
KIM LYNN KETCHUM
DIRECTOR1.00X000
TOM MARTIN
DIRECTOR1.00X000
JOHN A MCLENDON JR
DIRECTOR1.00X000
CHERYL MCQUEARY
DIRECTOR1.00X000
RICK MICHAELS
DIRECTOR1.00X000
DALE PHIPPS
DIRECTOR1.00X000
ANTONIA MONK REAVES
DIRECTOR1.00X000
CAROLYNN JEAN RICE
DIRECTOR1.00X000
PERRY SAFRAN
DIRECTOR1.00X000
JOANNE SAFRIT
DIRECTOR1.00X000
SUSAN S SCHWARTZ
DIRECTOR1.00X000
MARIROSE KEYES STEIGERWALD
DIRECTOR1.00X000
ART WINSTEAD JR
DIRECTOR1.00X000
DAVID LEONARD BROWN
PRESIDENT1.00000X
AMELIA S HOPKINS
VICE PRESIDENT1.00000X
DR PATRICIA W STEWART
SECRETARY1.00024369732453X
READE TAYLOR
TREASURER1.00023118831574X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs474885TotalReportableCompFrmRltdOrgs
Total Other Compensation64027TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events8100FundraisingEvents
All Other Contributions2432343AllOtherContributions
Noncash Contributions199265NoncashContributions
Total Contributions2440443TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column876063TotalRevenueColumn
Exclusion$876,063ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities84504Securities
Other1942963Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities85992Securities
Other0Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-1488Securities
Other1942963Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1941475TotalRevenueColumn
Exclusion$1,941,475ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events-2847GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events8100CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses15566FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-18413TotalRevenueColumn
Exclusion-$18,413ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column38524TotalRevenueColumn
Exclusion$38,524ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue38524TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5278092TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,837,649ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3141418Total
Program Services3141418ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1910Total
Management And General1910ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8116Total
Management And General8116ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total409013Total
Management And General409013ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1404Total
Management And General1404ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total6677Total
Management And General6677ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16026Total
Management And General16026ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
ADMINISTRATION EXPENSE1392713927
NON-EMPLOYEE SUBSISTENC1040610406
INSURANCE EXPENSE89248924
ENTERTAINMENT13751375

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total400Total
Management And General400ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3619596Total
Program Services3141418ProgramServices
Management And General478178ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY48030BOY
EOY42487EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1504105BOY
EOY1348062EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY83994BOY
EOY106912EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY33000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis792675LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec37734LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY657912BOY
EOY754941EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY13243700BOY
EOY12552057EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY82783067BOY
EOY80225504EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY413662BOY
EOY266476EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY98734470BOY
EOY95329439EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1232BOY
EOY644EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY160802BOY
EOY153389EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY7894998BOY
EOY7545971EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY8057032BOY
EOY7700004EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY5183638BOY
EOY5051592EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY62889BOY
EOY36918EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY85430911BOY
EOY82540925EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY90677438BOY
EOY87629435EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY98734470BOY
EOY95329439EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1658496ReconcilationRevenueExpenses
Reconcilation Other Changes-4706499ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNCGBusinessNameLine1
FieldValueIRS element (for citing)
EIN566001468EIN
Type Of Organization6TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$3,063,138Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts3063138SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance80869686BeginningOfYearBalance
Contributions2006670Contributions
Investment Earnings Or Losses-2098441InvestmentEarningsOrLosses
Other Expenditures2229593OtherExpenditures
End Of Year Balance78548322EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance66329080BeginningOfYearBalance
Contributions2931717Contributions
Investment Earnings Or Losses13701661InvestmentEarningsOrLosses
Other Expenditures2092772OtherExpenditures
End Of Year Balance80869686EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance59465084BeginningOfYearBalance
Contributions2748670Contributions
Investment Earnings Or Losses5852788InvestmentEarningsOrLosses
Grants Or Scholarships50504GrantsOrScholarships
Other Expenditures1686958OtherExpenditures
End Of Year Balance66329080EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance74101044BeginningOfYearBalance
Contributions2268166Contributions
Investment Earnings Or Losses-15572629InvestmentEarningsOrLosses
Grants Or Scholarships549972GrantsOrScholarships
Other Expenditures781525OtherExpenditures
End Of Year Balance59465084EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.11700BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.88300PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis718023InvestmentCostOrOtherBasis
Book Value718023BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis74652InvestmentCostOrOtherBasis
Depreciation37734Depreciation
Book Value36918BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings754941TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CASH & CASH EQUIVALENTS467138F
UNITS IN UNCG INVESTMENT FUND79758366F
FieldValueIRS element (for citing)
Total Of Book Value Securities80225504TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
ANNUITIES PAYABLE$5,164,637
DISTRIBUTABLE BY TRUST$31,065
OTHER LIABILITIES$14,089
LIABILITIES UNDER UNITRUST AGREEMENTS$2,336,180
FieldValueIRS element (for citing)
Total Of Amounts7545971TotalOfAmounts
Total Revenue5278092TotalRevenue
Total Expenses3619596TotalExpenses
Excess Or Deficit For Year1658496ExcessOrDeficitForYear
Other-$4,706,499OtherAmount
Total Adjustments-4706499TotalAdjustments
Excess Or Deficit Per FS-3048003ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt178146TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-4289771NetUnrealizedGainsInvestments
Other Revenues-416728OtherRevenues
Revenue Not Rptd F990-4706499RevenueNotRptdF990
Revenue Subtotal4884645RevenueSubtotal
Investment Expenses Not Included409013InvestmentExpensesNotIncluded
Other Revenues Not Included-15566OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt393447RevenueNotRptdOnFinStmt
Total Revenue Per Form9905278092TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3226149TotExpensesEtcAuditedFinclStmt
Other Expenses Included15566OtherExpensesIncluded
Expenses Not Rptd F99015566ExpensesNotRptdF990
Expenses Subtotal3210583ExpensesSubtotal
Investment Expenses Not Included2409013InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt409013ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903619596TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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 8 - OTHER ADJUSTMENTS:UNREALIZED GAIN ON INVESTMENTS -4,289,771. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -416,728. TOTAL TO SCHEDULE D, PART XI, LINE 8: -4,706,499.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -416,728.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES RECLASSED TO REVENUE -15,566.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES RECLASSED TO REVENUE 15,566.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
1400 SPRING GARDEN STREETGREENSBORONC27412566001468GOVERNMENTAL3063138EDUCATIONAL SUPPORT
WEATHERSPOON ART FOUNDATION
1400 SPRING GARDEN STREETGREENSBORONC27412581852178501(C)(3)EDUCATIONAL SUPPORT58300APPRAISALARTWORK
WEATHERSPOON ART MUSEUM ASSOCIATION
1400 SPRING GARDEN STREETGREENSBORONC27412237111684501(C)(3)19980EDUCATIONAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DR PATRICIA W STEWART
02249940001870302752304930027615000
READE TAYLOR
0224669000651902664404930026276200

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990500NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions13NumberOfContributions
Noncash Contribs Rptd F99064535NoncashContribsRptdF990
Method Of Determining RevenuesPUBLISHED PRICEMethodOfDeterminingRevenues

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990133000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XFOOD/DRINK1303FMV
XBACKPACKS1500FMV
XAIRFARE1427FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used1ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierTHIRD PARTY USE:Identifier
Return ReferencePART I, LINE 32B:ReturnReference
ExplanationSECURITIES ARE SOLD BY BROKERExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEWED THE 990 PRIOR TO IT BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15BTHE 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 18THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE 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.
FORM 990, PART XI, LINE 5:UNREALIZED GAIN ON INVESTMENTS -4,289,771. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -416,728. TOTAL TO FORM 990, PART XI, LINE 5: -4,706,499.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrgPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
1201 SPRING GARDEN STREETGREENSBORONC27412566001468EDUCATIONNCGOVERNMENTAL0
THE UNIV OF NC AT GREENSBORO WEATHERSPOON ARTS FOUNDATION INC
1201 SPRING GARDEN STREETGREENSBORONC27412581852178FUNDRAISINGNC501C(3)05THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION INC
1201 SPRING GARDEN STREETGREENSBORONC27412237160700FUNDRAISING/SCHOLARSHIPNC501C(3)05THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
THE UNIV OF NC AT GREENSBORO INVESTMENT FUND INC
1201 SPRING GARDEN STREETGREENSBORONC27412582005976INVESTMENTNC501C(3)011-1THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
CAPITAL FACILITIES FOUNDATION INC
1201 SPRING GARDEN STREETGREENSBORONC27412202483538BUILDING SUPPORTNC501C(3)011-1THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY OF NORTH CAROLINA AT GREENSBOROBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved3063138AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.