2012-11-13T16:04:53-06:00 2012-06-30 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2011-07-01 566086393 THE UNCG EXCELLENCE FOUNDATION UNCG 3363345200 PO BOX 26170 GREENSBORO NC 274026170 READE TAYLOR 3363345200 2012-11-13 ADRIENNE MCKINNEY P00819656 3362724551 2011 2016-02-24 21:20:13Z READE TAYLOR 1201 SPRING GARDEN ST GREENSBORO NC 27412 5379650 0 X N/A X 1966 NC THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 31 26 0 110 0 0 3446641 2440443 0 0 4156464 2817538 48917 20111 7652022 5278092 2631836 3141418 0 0 0 0 0 0 0 389438 478178 3021274 3619596 4630748 1658496 98734470 95329439 8057032 7700004 90677438 87629435 SEE SCHEDULE O 0 0 3063138 3063138 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 19980 19980 WEATHERSPOON ART MUSEUM ASSOCIATION 58300 58300 WEATHERSPOON ARTS FOUNDATION 3141418 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X READE TAYLOR 3363345200 254 MOSSMAN BUILDING GREENSBORO NC 274026170 X DR NORMAN B ANDERSON 1.00 X 0 0 0 DEBRA TURNER BAILEY 1.00 X 0 0 0 WILLIAM BLACK 1.00 X 0 0 0 GAY BOWMAN 1.00 X 0 0 0 CHUCK BURNS 1.00 X 0 0 0 ROY CARROLL II 1.00 X 0 0 0 CLYDE COLLINS JR 1.00 X 0 0 0 CANDACE CUMMINGS 1.00 X 0 0 0 TIMOTHY R DAVIS 1.00 X 0 0 0 JED E DUNN 1.00 X 0 0 0 LAVONNE H FISHER 1.00 X 0 0 0 ATHENA PAPPAS GALLINS 1.00 X 0 0 0 BRAD HAYES 1.00 X 0 0 0 STEVE ALAN JOYCE JR 1.00 X 0 0 0 KIM LYNN KETCHUM 1.00 X 0 0 0 TOM MARTIN 1.00 X 0 0 0 JOHN A MCLENDON JR 1.00 X 0 0 0 CHERYL MCQUEARY 1.00 X 0 0 0 RICK MICHAELS 1.00 X 0 0 0 DALE PHIPPS 1.00 X 0 0 0 ANTONIA MONK REAVES 1.00 X 0 0 0 CAROLYNN JEAN RICE 1.00 X 0 0 0 PERRY SAFRAN 1.00 X 0 0 0 JOANNE SAFRIT 1.00 X 0 0 0 SUSAN S SCHWARTZ 1.00 X 0 0 0 MARIROSE KEYES STEIGERWALD 1.00 X 0 0 0 ART WINSTEAD JR 1.00 X 0 0 0 DAVID LEONARD BROWN 1.00 X 0 0 0 AMELIA S HOPKINS 1.00 X 0 0 0 DR PATRICIA W STEWART 1.00 X 0 243697 32453 READE TAYLOR 1.00 X 0 231188 31574 0 474885 64027 0 0 1 0 0 8100 2432343 199265 2440443 876063 876063 84504 1942963 85992 0 -1488 1942963 1941475 1941475 -2847 8100 15566 -18413 -18413 MISCELLANEOUS 900099 38524 38524 38524 5278092 0 0 2837649 3141418 3141418 1910 1910 8116 8116 409013 409013 1404 1404 6677 6677 16026 16026 ADMINISTRATION EXPENSE 13927 13927 NON-EMPLOYEE SUBSISTENC 10406 10406 INSURANCE EXPENSE 8924 8924 ENTERTAINMENT 1375 1375 400 400 3619596 3141418 478178 0 48030 42487 1504105 1348062 83994 106912 0 33000 792675 37734 657912 754941 13243700 12552057 82783067 80225504 413662 266476 98734470 95329439 1232 644 160802 153389 7894998 7545971 8057032 7700004 X 5183638 5051592 62889 36918 85430911 82540925 90677438 87629435 98734470 95329439 X 1658496 -4706499 X 0 1 1 X 0 X X X 0 0 0 UNCG 566001468 6 1 1 1 3063138 1 3063138 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80869686 2006670 -2098441 2229593 78548322 66329080 2931717 13701661 2092772 80869686 59465084 2748670 5852788 50504 1686958 66329080 74101044 2268166 -15572629 549972 781525 59465084 0.11700 0.88300 0 1 1 718023 718023 74652 37734 36918 754941 CASH & CASH EQUIVALENTS 467138 F UNITS IN UNCG INVESTMENT FUND 79758366 F 80225504 ANNUITIES PAYABLE 5164637 DISTRIBUTABLE BY TRUST 31065 OTHER LIABILITIES 14089 LIABILITIES UNDER UNITRUST AGREEMENTS 2336180 7545971 5278092 3619596 1658496 -4706499 -4706499 -3048003 178146 -4289771 -416728 -4706499 4884645 409013 -15566 393447 5278092 3226149 15566 15566 3210583 409013 409013 3619596 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. 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 3063138 EDUCATIONAL SUPPORT WEATHERSPOON ART FOUNDATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 58300 APPRAISAL ARTWORK EDUCATIONAL SUPPORT WEATHERSPOON ART MUSEUM ASSOCIATION 1400 SPRING GARDEN STREET GREENSBORO NC 27412 237111684 501(C)(3) 19980 EDUCATIONAL SUPPORT 3 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE, DEPARTMENTS THEN USE THE FUNDS AS THE ENDOWMENT RESTRICTS. UNCG'S FINANCIAL SERVICES DEPARTMENT ASSURES THAT FUNDS EXPENDED FOLLOW THE DONOR RESTRICTIONS. 0 0 0 0 0 0 0 0 0 DR PATRICIA W STEWART 0 224994 0 0 0 18703 0 27523 0 4930 0 276150 0 0 READE TAYLOR 0 224669 0 0 0 6519 0 26644 0 4930 0 262762 0 0 X 500 FMV X 13 64535 PUBLISHED PRICE X 1 133000 APPRAISAL X FOOD/DRINK 1 303 FMV X BACKPACKS 1 500 FMV X AIRFARE 1 427 FMV 0 1 1 THIRD PARTY USE: PART I, LINE 32B: SECURITIES ARE SOLD BY BROKER FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEWED THE 990 PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B THE ENTITY HAS NO EMPLOYEES AND AS SUCH DOES NOT HAVE COMPENSATION POLICIES. UNCG, A RELATED PARTY, PAYS THE COMPENSATION SHOWN ON PART VII AND DOES HAVE COMPENSATION REVIEW POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN F: THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND IS NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 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. THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1201 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 EDUCATION NC GOVERNMENTAL 0 THE UNIV OF NC AT GREENSBORO WEATHERSPOON ARTS FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 FUNDRAISING NC 501C(3) 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 UNCG HUMAN ENVIRONMENTAL SCIENCES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 237160700 FUNDRAISING/SCHOLARSHIP NC 501C(3) 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 THE UNIV OF NC AT GREENSBORO INVESTMENT FUND INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 582005976 INVESTMENT NC 501C(3) 11-1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 CAPITAL FACILITIES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27412 202483538 BUILDING SUPPORT NC 501C(3) 11-1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 3063138 FMV