NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA BOTANICAL GARDEN FOUNDATION INC (EIN 56-6076622)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-15
IRS object ID
201231369349304653
Schema version
2010v3.4
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)
Timestamp2012-05-15T12:58:04-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27517ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN566076622EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOTANICAL GARDEN FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOTANameControl
Phone9199620522Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CB 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameANNE LINDSEYName
TitlePRESIDENTTitle
Phone9199620522Phone
Date Signed2012-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBIN MCDUFFIEName
Phone9199428700Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDR ANNE LINDSEYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CB 3375 EDUCATION CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1463058GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.NCBG.UNC.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE.ActivityOrMissionDescription
Nbr Voting Members Governing Body31NbrVotingMembersGoverningBody
Nbr Independent Voting Members31NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers350TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year598396ContributionsGrantsPriorYear
Contributions Grants Current Year1283662ContributionsGrantsCurrentYear
Program Service Revenue Prior Year44488ProgramServiceRevenuePriorYear
Program Service Revenue CY18581ProgramServiceRevenueCY
Investment Income Prior Year98406InvestmentIncomePriorYear
Investment Income Current Year110674InvestmentIncomeCurrentYear
Other Revenue Prior Year37281OtherRevenuePriorYear
Other Revenue Current Year33513OtherRevenueCurrentYear
Total Revenue Prior Year778571TotalRevenuePriorYear
Total Revenue Current Year1446430TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1550658GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY502234GrantsAndSimilarAmntsCY
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 Year38884TotalFundrsngExpCurrentYear
Other Expense Prior Year255198OtherExpensePriorYear
Other Expenses Current Year219318OtherExpensesCurrentYear
Total Expenses Prior Year1805856TotalExpensesPriorYear
Total Expenses Current Year721552TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1027285RevenuesLessExpensesPriorYear
Revenues Less Expenses CY724878RevenuesLessExpensesCY
Total Assets BOY3555151TotalAssetsBOY
Total Assets EOY4504198TotalAssetsEOY
Total Liabilities BOY7115TotalLiabilitiesBOY
Total Liabilities EOY33123TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3548036NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4471075NetAssetsOrFundBalancesEOY
Mission DescriptionTHE PURPOSES AND OBJECTIVES OF CONSERVATION, SCIENTIFIC INVESTIGATION, TEACHING, PUBLIC RECREATION, AND THE ACCUMULATION AND DISSEMINATION OF KNOWLEDGE OF THE NATURAL HERITAGE OF NC AND THE SOUTHEASTERN U.S.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense646107Expense
Grants502234Grants
Revenue45772Revenue
DescriptionGARDEN IMPROVEMENTS & OPERATIONS-DEVELOPMENT OF COMMON AREAS TO INCLUDE RARE PLANT SPECIES AND TO ACCUMULATE AND DISSEMINATE KNOWLEDGE OF THE NATURAL HERITAGE OF NORTH CAROLINA AND THE SOUTHEASTERN UNITED STATES.Description
Total Program Service Expense646107TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements1ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
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 Required0ScheduleJRequired
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 Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109615NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
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 Members31NumberIndependentVotingMembers
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 CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1STEPHEN A RICHBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9199620522TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1TOTTEN CENTERAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
DR ANNE LINDSEY
PRESIDENT4.00XX000
DR JONATHAN B HOWES
VICE PRESIDENT2.00XX000
HARRIET WALL MARTIN
VICE PRESIDENT2.00XX000
LINDA BRAY RIMER
SECRETARY2.00XX000
STEPHEN A RICH
TREASURER2.00XX000
ANN ALEXANDER
DIRECTOR0.50X000
WILLIAM ALLISON DAVIS II
DIRECTOR0.50X000
DAVID GODSCHALK
DIRECTOR0.50X000
DAVID COKER JOSLIN
DIRECTOR0.50X000
EMILY FINCH LAMBETH
DIRECTOR0.50X000
FLORENCE PEACOCK
DIRECTOR0.50X000
ALEXANDER F THOMPSON III
DIRECTOR0.50X000
CATHERINE BURNETT
DIRECTOR0.50X000
ROBERT EAVES
DIRECTOR0.50X000
NELL JOSLIN
DIRECTOR0.50X000
ROLAND P MCCLAMROCH
DIRECTOR0.50X000
NANCY PRESTON
DIRECTOR0.50X000
DR TOM SCOTT
DIRECTOR0.50X000
DR CHARLES TAFT
DIRECTOR0.50X000
BECKY COBEY
DIRECTOR0.50X000
MARCELLA T GRENDLER
DIRECTOR0.50X000
DEBBIE HILL
DIRECTOR0.50X000
MARY BOWLER MILLER
DIRECTOR0.50X000
MISSY RANKIN
DIRECTOR0.50X000
BARBARA K WENDELL
DIRECTOR0.50X000
RICHARD WILLIAMS
DIRECTOR0.50X000
HANNAH GAVIN
DIRECTOR0.50X000
LYSANDRA GIBBS
DIRECTOR0.50X000
CAROL TRESOLINI
EX-OFFICIO0.50X000
DR PETER S WHITE
EX-OFFICIO0.50X000
DR WILLIAM KIER
EX-OFFICIO0.50X000
LILA PETERSON
EX-OFFICIO0.50X000
LINDA CURCIO
EX-OFFICIO0.50X000
BILL BRACEY
AT LARGE0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants11808GovernmentGrants
All Other Contributions1271854AllOtherContributions
Noncash Contributions595493NoncashContributions
Total Contributions1283662TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionCONTRACT SERVICESDescription
Business Code611710BusinessCode
Total Revenue Column18581TotalRevenueColumn
Related Or Exempt Function Income18581RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue18581TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column33424TotalRevenueColumn
Exclusion$33,424ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real22950Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real16628Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real6322Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column6322TotalRevenueColumn
Exclusion$6,322ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities77250Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities77250Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column77250TotalRevenueColumn
Exclusion$77,250ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MISCELLANEOUS9000992690126901
ROYALTIES900099290290
FieldValueIRS element (for citing)
Total Other Revenue27191TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1446430TotalRevenueColumn
Related Or Exempt Function Income45772RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$116,996ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total502234Total
Program Services502234ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total250Total
Program Services250ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total24289Total
Program Services18591ProgramServices
Management And General7ManagementAndGeneral
Fundraising5691Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total7493Total
Program Services7429ProgramServices
Fundraising64Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16726Total
Program Services16178ProgramServices
Fundraising548Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total703Total
Management And General703ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
PRINTING AND PUBLICATIO318951929412601
PROFESSIONAL SERVICES2491524915
MISCELLANEOUS21973193222410241
GARDEN & FIELD SUPPLIES1986119861
CONTRACT SERVICES195871953750

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total51626Total
Program Services23411ProgramServices
Management And General10645ManagementAndGeneral
Fundraising17570Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total721552Total
Program Services646107ProgramServices
Management And General36561ManagementAndGeneral
Fundraising38884Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY793425BOY
EOY999051EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY357654BOY
EOY223312EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5554BOY
EOY3741EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY41105BOY
EOY39280EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis282916LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec90840LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY198987BOY
EOY192076EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1946240BOY
EOY2112862EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY212186BOY
EOY933876EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3555151BOY
EOY4504198EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7115BOY
EOY33123EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7115BOY
EOY33123EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-343838BOY
EOY171764EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2481973BOY
EOY2834474EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1409901BOY
EOY1464837EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3548036BOY
EOY4471075EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3555151BOY
EOY4504198EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses724878ReconcilationRevenueExpenses
Reconcilation Other Changes198161ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNC-CHBusinessNameLine1
FieldValueIRS element (for citing)
EIN566001393EIN
Type Of OrganizationSTATE GOVERNMENTTypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$502,234Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts502234SumOfAmounts

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

FieldValueIRS element (for citing)
Protection Of Natural HabitatXProtectionOfNaturalHabitat
Total Number Of Easements16TotalNumberOfEasements
Total Acreage127.00TotalAcreage
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy Monitoring1WrittenPolicyMonitoring

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1792624BeginningOfYearBalance
Contributions57026Contributions
Investment Earnings Or Losses209848InvestmentEarningsOrLosses
Other Expenditures83666OtherExpenditures
End Of Year Balance1975832EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1772499BeginningOfYearBalance
Contributions51186Contributions
Investment Earnings Or Losses97624InvestmentEarningsOrLosses
Other Expenditures128685OtherExpenditures
End Of Year Balance1792624EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2077616BeginningOfYearBalance
Contributions103857Contributions
Investment Earnings Or Losses-38045InvestmentEarningsOrLosses
Other Expenditures370929OtherExpenditures
End Of Year Balance1772499EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.74000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.26000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis100000OtherCostOrOtherBasis
Book Value100000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis135697OtherCostOrOtherBasis
Depreciation63737Depreciation
Book Value71960BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis36026OtherCostOrOtherBasis
Depreciation16846Depreciation
Book Value19180BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis11193OtherCostOrOtherBasis
Depreciation10257Depreciation
Book Value936BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings192076TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENT IN UNCIFDescription
Book Value2112862BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities2112862TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
REAL ESTATE RESTRICTED FOR INVESTMENT876925
OTHER ASSETS26825
CASH VALUE OF LIFE INSURANCE30054
DEPOSITS72
FieldValueIRS element (for citing)
Total Book Value Other Assets933876TotalBookValueOtherAssets
Total Revenue1446430TotalRevenue
Total Expenses721552TotalExpenses
Excess Or Deficit For Year724878ExcessOrDeficitForYear
Net Unrealized GL On Investments198161NetUnrealizedGLOnInvestments
Total Adjustments198161TotalAdjustments
Excess Or Deficit Per FS923039ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1661219TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments198161NetUnrealizedGainsInvestments
Other Revenues16628OtherRevenues
Revenue Not Rptd F990214789RevenueNotRptdF990
Revenue Subtotal1446430RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901446430TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt738180TotExpensesEtcAuditedFinclStmt
Other Expenses Included16628OtherExpensesIncluded
Expenses Not Rptd F99016628ExpensesNotRptdF990
Expenses Subtotal721552ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990721552TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES:PART II, LINE 5:THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY.
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES BASED ON DONOR RESTRICTIONS AND BOARD DESIGNATIONS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE FOUNDATION IS EXEMPT FROM INCOME TAX AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION IS SUBJECT TO FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION 740, ACCOUNTING FOR INCOME TAXES, ("ASC 740") THAT DEALS WITH ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER ASC 740, THE FOUNDATION WILL REFLECT 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 INCOME TAX RETURNS OF THE FOUNDATION FOR 2008 THROUGH 2010, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS OF THE FOUNDATION FOR THE 2008 THROUGH 2010 RETURNS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS, AND BELIEVES THERE IS NO INCOME TAX AFFECT ON THE FINANCIAL STATEMENTS.
SCH D PART XII LINE 2D RENTAL EXPENSES NETTED AGAINST RENTAL INCOME $16,628 SCH D PART XIII LINE 2D RENTAL EXPENSES NETTED AGAINST RENTAL INCOME $16,628

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1UNC-CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1AT CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27599ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient566001393EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant502234AmountOfCashGrant
Purpose Of GrantTO SUPPORT THE NC BOTANICAL GARDEN.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions20NumberOfContributions
Noncash Contribs Rptd F990255493NoncashContribsRptdF990
Method Of Determining RevenuesFMV-SAME DAY SALEMethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990340000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE 990 IS REVIEWED BY MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING.
THE FOUNDATION DOES NOT FORMALLY REQUIRE THE ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST, HOWEVER, THE FOUNDATION IS IN THE PROCESS OF ADOPTING A POLICY OF REQUIRING BOARD MEMBERS TO DISCLOSE AND SIGN A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.FORM 990, PART VI, SECTION B, LINE 12C
THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES.FORM 990, PART VI, SECTION B, LINE 15
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 198,161.FORM 990, PART XI, LINE 5:
NO CHANGE IN REVIEW PROCEDURES

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CHAPEL HILLAddressLine1
CityCHAPEL HILLCity
StateNCState
ZIP Code27514ZIPCode
FieldValueIRS element (for citing)
EIN566001393EIN
Primary ActivitiesHIGHER EDUCATION AND RESEARCHPrimaryActivities
Legal Domicile StateNCLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(VI)PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1STATE OF NORTH CAROLINABusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
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 Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
B502234
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
L24478

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