UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION (EIN 56-1150509)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-20
- IRS object ID
- 201223559349300722
- 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
- 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 | 2012-12-20T14:44:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561304727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561150509 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NC AT CHAPEL HILL | BusinessNameLine1 |
| Business Name Line2 | ARTS & SCIENCES FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9199620108 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 EAST FRANKLIN STREET | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMMY MCHALE | Name |
| Title | TREASURER | Title |
| Phone | 9199620108 | Phone |
| Date Signed | 2012-12-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA WOODELL EASON | Name |
| PTIN | P00361629 | PTIN |
| Phone | 9199428700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES ALEXANDRE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 EAST FRANKLIN STREET | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16632148 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://COLLEGE.UNC.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE ARTS AND SCIENCES FOUNDATION, INC. ENHANCES THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL BY RAISING PRIVATE SUPPORT FOR FACULTY AND STUDENTS IN THE COLLEGE'S SIXTY ACADEMIC DEPARTMENTS, CURRICULA AND PROGRAMS THAT PROMOTE TEACHING, RESEARCH AND PUBLIC SERVICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12669589 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9872185 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6794925 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6745400 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39853 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14563 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19504367 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16632148 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7827782 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8406403 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1552608 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2632482 | OtherExpensePriorYear |
| Other Expenses Current Year | 3208118 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10460264 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11614521 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9044103 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5017627 | RevenuesLessExpensesCY |
| Total Assets BOY | 175394739 | TotalAssetsBOY |
| Total Assets EOY | 176476067 | TotalAssetsEOY |
| Total Liabilities BOY | 1040916 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 786122 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 174353823 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 175689945 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ARTS AND SCIENCES FOUNDATION, INC. ENHANCES THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL BY RAISING PRIVATE SUPPORT FOR FACULTY AND STUDENTS IN THE COLLEGE'S SIXTY ACADEMIC DEPARTMENTS, CURRICULA, AND PROGRAMS THAT PROMOTE TEACHING, RESEARCH, AND PUBLIC SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8591350 | Expense |
| Grants | 8406403 | Grants |
| Description | THE ARTS AND SCIENCES FOUNDATION, INC. PROVIDES GRANTS TO THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR FACULTY AND STUDENTS THAT INCLUDE, BUT ARE NOT LIMITED TO, MERIT- AND NEED-BASED SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD AWARDS FOR STUDENTS, AND PROFESSORSHIPS AND FACULTY EXCELLENCE FUNDS. | Description |
| Total Program Service Expense | 8591350 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY JOHNSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9199620552 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 EAST FRANKLIN STREET | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JAMES W MAY JR | |||||||
| EXECUTIVE DIRECTOR, SECRETARY | 40.00 | X | X | 0 | 201415 | 28933 | |
| KAREN GIL | |||||||
| BOARD MEMBER, PRESIDENT | 1.50 | X | X | 0 | 263585 | 37545 | |
| WILLIAM L ANDREWS | |||||||
| BOARD MEMBER, VICE PRESIDENT | 0.30 | X | X | 0 | 271292 | 33987 | |
| TAMMY J MCHALE | |||||||
| BOARD MEMBER, TREASURER | 4.00 | X | X | 0 | 193393 | 27835 | |
| MATTHEW G KUPEC | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 382433 | 47626 | ||
| VALERIE ASHBY | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 189156 | 27553 | ||
| JAMES LAWRENCE ALEXANDRE | |||||||
| BOARD CHAIR | 0.30 | X | 0 | 0 | 0 | ||
| R FRANK ANDREWS IV | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| CONSTANCE BATTLE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| LAURA HOBBY BECKWORTH | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| R DUKE BUCHAN III | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| SUNNY HARVEY BURROWS | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| COURTNEY MILLER CAVATONI | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| G MUNROE COBEY | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| SHEILA ANN CORCORAN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| VICKI UNDERWOOOD CRAVER | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| STEPHEN MARK CUMBIE | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| EMMETT BONEY HAYWOOD | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JOE KAMPF | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| WILLIAM M LAMONT JR | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| EDWIN A POSTON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JOHN ASHTON POWELL | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BENJAMINE REID | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| ALEXANDER TUCKER ROBERTSON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BETSY SHIVERICK | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| H MARTIN SPROCK III | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| KAREN L STEVENSON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| THOMAS M UHLMAN | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| ERIC P VICK | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| CHARLES LEIGH WICKHAM III | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| LOYAL W WILSON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| CATHY BRYSON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JAROSLAV T FOLDA III | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JO SHANNON KENNEDY | |||||||
| DEVELOPMENT OFFICER | 40.00 | 0 | 150304 | 22910 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1651578 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 226389 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC MANAGEMENT COMPANY INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 ENVIRON WAY | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 526671 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 11750 | FundraisingEvents |
| All Other Contributions | 9860435 | AllOtherContributions |
| Noncash Contributions | 825156 | NoncashContributions |
| Total Contributions | 9872185 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1864033 | TotalRevenueColumn |
| Exclusion | $1,864,033 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4881367 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4881367 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4881367 | TotalRevenueColumn |
| Exclusion | $4,881,367 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 3750 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11750 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3750 | TotalRevenueColumn |
| Exclusion | $3,750 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10813 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10813 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10813 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16632148 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10813 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,749,150 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8406403 | Total |
| Program Services | 8406403 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526671 | Total |
| Management And General | 526671 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28050 | Total |
| Management And General | 28050 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242594 | Total |
| Management And General | 63188 | ManagementAndGeneral |
| Fundraising | 179406 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102042 | Total |
| Fundraising | 102042 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102017 | Total |
| Fundraising | 102017 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8515 | Total |
| Program Services | 8515 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180207 | Total |
| Program Services | 176432 | ProgramServices |
| Management And General | 3775 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| STAFF RELATED EXPENSES | 1510730 | 341587 | 1169143 |
| BAD DEBT EXPENSE | 505910 | 505910 | |
| MISCELLANEOUS | 1382 | 1382 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11614521 | Total |
| Program Services | 8591350 | ProgramServices |
| Management And General | 1470563 | ManagementAndGeneral |
| Fundraising | 1552608 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13308064 | BOY |
| EOY | 14305437 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13872785 | BOY |
| EOY | 11956768 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 73046 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4372634 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1152200 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3400640 | BOY |
| EOY | 3220434 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142411950 | BOY |
| EOY | 145189682 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2401300 | BOY |
| EOY | 1730700 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175394739 | BOY |
| EOY | 176476067 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190916 | BOY |
| EOY | 161122 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 850000 | BOY |
| EOY | 625000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040916 | BOY |
| EOY | 786122 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27185956 | BOY |
| EOY | 27835238 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62413223 | BOY |
| EOY | 59730411 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84754644 | BOY |
| EOY | 88124296 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174353823 | BOY |
| EOY | 175689945 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175394739 | BOY |
| EOY | 176476067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5017627 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3681505 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 10067381 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7424588 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9675939 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12669589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9872185 | CurrentTaxYear |
| Total | 49709682 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82675 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82675 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82675 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82675 | CurrentTaxYear |
| Total | 395700 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10132381 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7507263 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9758614 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12752264 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9954860 | CurrentTaxYear |
| Total | 50105382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5072795 | AmountsSubstContributorsTotal |
| Public Support Total170 | 45032587 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2489301 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1658733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1035854 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1870048 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1864033 | CurrentTaxYear |
| Total | 8917969 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 15103 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2813 | CurrentTaxYear |
| Total | 17916 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 59041267 | TotalSupport |
| Public Support Pertcentage170 | 0.76270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72510 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 149537614 | BeginningOfYearBalance |
| Contributions | 5320536 | Contributions |
| Investment Earnings Or Losses | 2233892 | InvestmentEarningsOrLosses |
| Other Expenditures | 4088749 | OtherExpenditures |
| End Of Year Balance | 153003293 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 122850398 | BeginningOfYearBalance |
| Contributions | 13122781 | Contributions |
| Investment Earnings Or Losses | 18734414 | InvestmentEarningsOrLosses |
| Other Expenditures | 5169979 | OtherExpenditures |
| End Of Year Balance | 149537614 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115036434 | BeginningOfYearBalance |
| Contributions | 5515910 | Contributions |
| Investment Earnings Or Losses | 6495561 | InvestmentEarningsOrLosses |
| Other Expenditures | 4197507 | OtherExpenditures |
| End Of Year Balance | 122850398 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 144244192 | BeginningOfYearBalance |
| Contributions | 3720049 | Contributions |
| Investment Earnings Or Losses | -27904658 | InvestmentEarningsOrLosses |
| Other Expenditures | 5023149 | OtherExpenditures |
| End Of Year Balance | 115036434 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17180 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82820 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3750483 | OtherCostOrOtherBasis |
| Depreciation | 661143 | Depreciation |
| Book Value | 3089340 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 622151 | OtherCostOrOtherBasis |
| Depreciation | 491057 | Depreciation |
| Book Value | 131094 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3220434 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNCIF INVESTMENT POOL | Description |
| Book Value | 145189682 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 145189682 | TotalOfBookValueSecurities |
| Total Revenue | 16632148 | TotalRevenue |
| Total Expenses | 11614521 | TotalExpenses |
| Excess Or Deficit For Year | 5017627 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3010905 | NetUnrealizedGLOnInvestments |
| Other | -$670,600 | OtherAmount |
| Total Adjustments | -3681505 | TotalAdjustments |
| Excess Or Deficit Per FS | 1336122 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13970829 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3010905 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 82675 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 266911 | OtherRevenues |
| Revenue Not Rptd F990 | -2661319 | RevenueNotRptdF990 |
| Revenue Subtotal | 16632148 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16632148 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12634707 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 82675 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 937511 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1020186 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11614521 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11614521 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS WERE ESTABLISHED FOR A VARIETY OF PURPOSES, WITH THE MAIN PURPOSE OF PROMOTING AND SUPPORTING THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION 740-10 ("ASC 740-10") ACCOUNTING FOR INCOME TAXES, THE FOUNDATION REFLECTS IN THE FINANCIAL STATEMENTS THE BENEFIT OF POSITIONS TAKEN IN A PREVIOUSLY FILED TAX RETURN OR EXPECTED TO BE TAKEN IN A FUTURE TAX RETURN ONLY WHEN IT IS CONSIDERED 'MORE-LIKELY-THAN-NOT' THAT THE POSITION TAKEN WILL BE SUSTAINED BY A TAXING AUTHORITY. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. IF APPLICABLE, PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE FOUNDATION FOR 2009 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2009 THROUGH 2011 RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -670,600. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DEVELOPMENT ASSESSMENT FEE REBATE 937,511. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -670,600. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DEVELOPMENT ASSESSMENT FEE 937,511. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PLAYMAKERS BALL | NameOfEvent1 |
| Gross Receipts Event1 | 15500 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3750 | GrossRevenueEvent1 |
| Gross Receipts Total | 15500 | GrossReceiptsTotal |
| Charitable Contributions Total | 11750 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3750 | GrossRevenueTotalEvents |
| Net Income Summary | 3750 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC COLLEGE OF ARTS & SCIENCES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AT CHAPEL HILL | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 566001393 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 8406403 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT FOR UNC SCHOOL OF ARTS & SCIENCE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: OFFICERS AT THE ARTS AND SCIENCES FOUNDATION AND THE RELATED COLLEGE OF ARTS AND SCIENCES ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES W MAY JR | |||||||||||||
| 0 | 201415 | 0 | 0 | 0 | 0 | 0 | 24003 | 0 | 4930 | 0 | 230348 | 0 | 0 |
| KAREN GIL | |||||||||||||
| 0 | 263585 | 0 | 0 | 0 | 0 | 0 | 32615 | 0 | 4930 | 0 | 301130 | 0 | 0 |
| WILLIAM L ANDREWS | |||||||||||||
| 0 | 271292 | 0 | 0 | 0 | 0 | 0 | 29057 | 0 | 4930 | 0 | 305279 | 0 | 0 |
| TAMMY J MCHALE | |||||||||||||
| 0 | 193393 | 0 | 0 | 0 | 0 | 0 | 22905 | 0 | 4930 | 0 | 221228 | 0 | 0 |
| MATTHEW G KUPEC | |||||||||||||
| 0 | 382433 | 0 | 0 | 0 | 0 | 0 | 42696 | 0 | 4930 | 0 | 430059 | 0 | 0 |
| VALERIE ASHBY | |||||||||||||
| 0 | 189156 | 0 | 0 | 0 | 0 | 0 | 22623 | 0 | 4930 | 0 | 216709 | 0 | 0 |
| JO SHANNON KENNEDY | |||||||||||||
| 0 | 150304 | 0 | 0 | 0 | 0 | 0 | 17980 | 0 | 4930 | 0 | 173214 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 85 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 825156 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SECURITIES SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER REVIEWS FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION RELIES ON SELF-REPORTING. ANY CONFLICTS OF INTEREST ARE DISCLOSED AT BI-ANNUAL MEETINGS IN THE FALL AND SPRING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15: FOUNDATION EMPLOYEES ARE CONTRACTED 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. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,010,905. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -670,600. TOTAL TO FORM 990, PART XI, LINE 5: -3,681,505. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION'S AUDIT & FINANCE COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. | OVERSIGHT OF AUDIT |
Schedule R IRS990ScheduleR
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 | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES | |||||||||||
| CAMPUS BOX 3100 | CHAPEL HILL | NC | 275993100 | 566001393 | UNIVERSITY | NC | 501(C)(3) | 170(B)(1)(A)(VI) | STATE OF NORTH CAROLINA | 0 | |
| CAROLINA TRUST LIMITED | |||||||||||
| CAMPUS BOX 3100 | CHAPEL HILL | NC | 275993100 | PROMOTING THE EDUCATION OF STUDENTS AND FACULTY OF UNC | 0 | UK | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES | ||
| B | 8406403 | ACTUAL PAYMENTS TO SCHOOL |
| UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES | ||
| L | 937511 | ACTUAL FEES PAID TO UNIVERSITY |
| UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES | ||
| M | 82675 | DONATED FACILITIES FROM UNIVERSIT |
| UNIVERSITY OF NC COLLEGE OF ARTS & SCIENCES | ||
| N | 1510730 | SALARY REIMBURSED TO UNIVERSITY |
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