2012-05-15T12:58:04-05:00 2011-06-30 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2010-07-01 566076622 BOTANICAL GARDEN FOUNDATION INC BOTA 9199620522 CB 3375 EDUCATION CENTER CHAPEL HILL NC 27599 ANNE LINDSEY 9199620522 2012-05-15 1 ROBIN MCDUFFIE 9199428700 2010 2016-02-24 21:20:13Z DR ANNE LINDSEY CB 3375 EDUCATION CENTER CHAPEL HILL NC 27599 1463058 0 X WWW.NCBG.UNC.EDU X 1966 NC TO INSPIRE UNDERSTANDING, APPRECIATION, AND CONSERVATION OF PLANTS IN GARDENS AND NATURAL AREAS AND TO ADVANCE A SUSTAINABLE RELATIONSHIP BETWEEN PEOPLE AND NATURE. 31 31 0 350 0 0 598396 1283662 44488 18581 98406 110674 37281 33513 778571 1446430 1550658 502234 0 0 0 0 0 0 38884 255198 219318 1805856 721552 -1027285 724878 3555151 4504198 7115 33123 3548036 4471075 THE 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. 0 0 646107 502234 45772 GARDEN 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. 646107 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 15 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEPHEN A RICH 9199620522 TOTTEN CENTER CHAPEL HILL NC 27599 X DR ANNE LINDSEY 4.00 X X 0 0 0 DR JONATHAN B HOWES 2.00 X X 0 0 0 HARRIET WALL MARTIN 2.00 X X 0 0 0 LINDA BRAY RIMER 2.00 X X 0 0 0 STEPHEN A RICH 2.00 X X 0 0 0 ANN ALEXANDER 0.50 X 0 0 0 WILLIAM ALLISON DAVIS II 0.50 X 0 0 0 DAVID GODSCHALK 0.50 X 0 0 0 DAVID COKER JOSLIN 0.50 X 0 0 0 EMILY FINCH LAMBETH 0.50 X 0 0 0 FLORENCE PEACOCK 0.50 X 0 0 0 ALEXANDER F THOMPSON III 0.50 X 0 0 0 CATHERINE BURNETT 0.50 X 0 0 0 ROBERT EAVES 0.50 X 0 0 0 NELL JOSLIN 0.50 X 0 0 0 ROLAND P MCCLAMROCH 0.50 X 0 0 0 NANCY PRESTON 0.50 X 0 0 0 DR TOM SCOTT 0.50 X 0 0 0 DR CHARLES TAFT 0.50 X 0 0 0 BECKY COBEY 0.50 X 0 0 0 MARCELLA T GRENDLER 0.50 X 0 0 0 DEBBIE HILL 0.50 X 0 0 0 MARY BOWLER MILLER 0.50 X 0 0 0 MISSY RANKIN 0.50 X 0 0 0 BARBARA K WENDELL 0.50 X 0 0 0 RICHARD WILLIAMS 0.50 X 0 0 0 HANNAH GAVIN 0.50 X 0 0 0 LYSANDRA GIBBS 0.50 X 0 0 0 CAROL TRESOLINI 0.50 X 0 0 0 DR PETER S WHITE 0.50 X 0 0 0 DR WILLIAM KIER 0.50 X 0 0 0 LILA PETERSON 0.50 X 0 0 0 LINDA CURCIO 0.50 X 0 0 0 BILL BRACEY 0.50 X 0 0 0 0 0 0 0 0 0 0 0 11808 1271854 595493 1283662 CONTRACT SERVICES 611710 18581 18581 18581 33424 33424 22950 16628 6322 6322 6322 77250 77250 77250 77250 MISCELLANEOUS 900099 26901 26901 ROYALTIES 900099 290 290 27191 1446430 45772 0 116996 502234 502234 250 250 24289 18591 7 5691 7493 7429 64 16726 16178 548 703 703 PRINTING AND PUBLICATIO 31895 19294 12601 PROFESSIONAL SERVICES 24915 24915 MISCELLANEOUS 21973 19322 241 2410 GARDEN & FIELD SUPPLIES 19861 19861 CONTRACT SERVICES 19587 19537 50 51626 23411 10645 17570 721552 646107 36561 38884 793425 999051 357654 223312 5554 3741 41105 39280 282916 90840 198987 192076 1946240 2112862 212186 933876 3555151 4504198 7115 33123 7115 33123 X -343838 171764 2481973 2834474 1409901 1464837 3548036 4471075 3555151 4504198 X 724878 198161 X X 0 1 1 X 0 X X 0 0 0 UNC-CH 566001393 STATE GOVERNMENT 1 1 1 502234 1 502234 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 127.00 1 1 1792624 57026 209848 83666 1975832 1772499 51186 97624 128685 1792624 2077616 103857 -38045 370929 1772499 0.00000 0.74000 0.26000 0 1 1 100000 100000 135697 63737 71960 36026 16846 19180 11193 10257 936 192076 INVESTMENT IN UNCIF 2112862 F 2112862 REAL ESTATE RESTRICTED FOR INVESTMENT 876925 OTHER ASSETS 26825 CASH VALUE OF LIFE INSURANCE 30054 DEPOSITS 72 933876 1446430 721552 724878 198161 198161 923039 1661219 198161 16628 214789 1446430 0 1446430 738180 16628 16628 721552 0 721552 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 1 UNC-CHAPEL HILL AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 502234 TO SUPPORT THE NC BOTANICAL GARDEN. 1 X 20 255493 FMV-SAME DAY SALE X 1 340000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS REVIEWED BY MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 15 THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC REGARDING COMPENSATION OF EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND 990 AVAILABLE VIA THE GUIDESTAR WEBSITE AND UPON SPECIFIC REQUEST FROM THE ORGANIZATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 198,161. NO CHANGE IN REVIEW PROCEDURES UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 502234 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL L 24478