HUMAN ENVIRONMENTAL SCIENCES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN ENVIRONMENTAL SCIENCES (EIN 23-7160700)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201243199349303109
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T11:29:32-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27401 | 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 | 237160700 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN ENVIRONMENTAL SCIENCES FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INCORPORATED | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUMA | NameControl |
| Phone | 3363345200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26170 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274026170 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | READE TAYLOR | Name |
| Title | TREASURER | Title |
| Phone | 3363345200 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADRIENNE MCKINNEY | Name |
| PTIN | P00819656 | PTIN |
| Phone | 3362724551 | 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 | READE TAYLOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 MOSSMAN BUILDING | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 283057 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 155270 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44150 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 403230 | InvestmentIncomePriorYear |
| Investment Income Current Year | 238907 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 558500 | TotalRevenuePriorYear |
| Total Revenue Current Year | 283057 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 204817 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 278356 | 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 | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 128471 | OtherExpensePriorYear |
| Other Expenses Current Year | 64597 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 333288 | TotalExpensesPriorYear |
| Total Expenses Current Year | 342953 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 225212 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -59896 | RevenuesLessExpensesCY |
| Total Assets BOY | 7998954 | TotalAssetsBOY |
| Total Assets EOY | 7560655 | TotalAssetsEOY |
| Total Liabilities BOY | 6314 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7992640 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7560655 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 278356 | Expense |
| Grants | 278356 | Grants |
| Description | TO FUND SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS AT THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO. STUDENT SCHOLARSHIPS $136,645DEPARTMENTAL FUNDING 134,881PROFESSORSHIPS 6,830 | Description |
| Total Program Service Expense | 278356 | 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 | 0 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | 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 | 0 | 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 | 1 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | READE TAYLOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3363345200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SPRING GARDEN ST | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DR MARGARET B ARBUCKLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN B BURKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHUCK BURNS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA DEDDISH BURTON | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| CELIA BREWER COOK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KEN FULP | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LINDA RUTH HIGGINS | |||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | |
| JEWEL BEAUFORD HOOGSTOEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ADDY JEFFREY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL F LUTHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETSY SUITT OAKLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR DOLORES DAVIS PAYLOR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARNIE RUSKIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR HELEN A SHAW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR SARAH M SHOFFNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR PATRICIA W STEWART | |||||||
| SECRETARY | 0.30 | X | 0 | 243697 | 32453 | X | |
| READE TAYLOR | |||||||
| TREASURER | 0.50 | X | 0 | 231188 | 31574 | X | |
| KEN TUTTEROW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAURA SIMS | |||||||
| DEAN | 1.00 | 0 | 172648 | 27272 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 647533 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 91299 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 44150 | AllOtherContributions |
| Noncash Contributions | 4462 | NoncashContributions |
| Total Contributions | 44150 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69149 | TotalRevenueColumn |
| Exclusion | $69,149 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 169758 | 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 | 169758 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169758 | TotalRevenueColumn |
| Exclusion | $169,758 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 283057 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $238,907 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278356 | Total |
| Program Services | 278356 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36225 | Total |
| Management And General | 36225 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GENERAL AND ADMINISTRAT | Description |
| Total | 28372 | Total |
| Management And General | 28372 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342953 | Total |
| Program Services | 278356 | ProgramServices |
| Management And General | 64597 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89982 | BOY |
| EOY | 47755 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2870 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3018 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7903084 | BOY |
| EOY | 7512900 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7998954 | BOY |
| EOY | 7560655 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6314 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6314 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7992640 | BOY |
| EOY | 7560655 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7992640 | BOY |
| EOY | 7560655 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7998954 | BOY |
| EOY | 7560655 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -59896 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -372089 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 471388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 138613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44150 | CurrentTaxYear |
| Total | 904926 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 471388 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 138613 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 155270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44150 | CurrentTaxYear |
| Total | 904926 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 356959 | AmountsSubstContributorsTotal |
| Public Support Total170 | 547967 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116607 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 97460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77913 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69149 | CurrentTaxYear |
| Total | 418846 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1323772 | TotalSupport |
| Public Support Pertcentage170 | 0.41390 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.41680 | 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 | 7612458 | BeginningOfYearBalance |
| Contributions | 43900 | Contributions |
| Investment Earnings Or Losses | -202331 | InvestmentEarningsOrLosses |
| Other Expenditures | 242058 | OtherExpenditures |
| End Of Year Balance | 7211969 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6367287 | BeginningOfYearBalance |
| Contributions | 155020 | Contributions |
| Investment Earnings Or Losses | 1330139 | InvestmentEarningsOrLosses |
| Other Expenditures | 239988 | OtherExpenditures |
| End Of Year Balance | 7612458 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5850964 | BeginningOfYearBalance |
| Contributions | 128507 | Contributions |
| Investment Earnings Or Losses | 601251 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3887 | GrantsOrScholarships |
| Other Expenditures | 209548 | OtherExpenditures |
| End Of Year Balance | 6367287 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7532247 | BeginningOfYearBalance |
| Contributions | 90205 | Contributions |
| Investment Earnings Or Losses | -1588830 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 16838 | GrantsOrScholarships |
| Other Expenditures | 165820 | OtherExpenditures |
| End Of Year Balance | 5850964 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHARES IN UNCG INVEST FUND | Description |
| Book Value | 7512900 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7512900 | TotalOfBookValueSecurities |
| Total Revenue | 283057 | TotalRevenue |
| Total Expenses | 342953 | TotalExpenses |
| Excess Or Deficit For Year | -59896 | ExcessOrDeficitForYear |
| Other | -$372,089 | OtherAmount |
| Total Adjustments | -372089 | TotalAdjustments |
| Excess Or Deficit Per FS | -431985 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -125257 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -372089 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -372089 | RevenueNotRptdF990 |
| Revenue Subtotal | 246832 | RevenueSubtotal |
| Investment Expenses Not Included | 36225 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 36225 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 283057 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 306728 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 306728 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 36225 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 36225 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 342953 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE MAJORITY OF ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUGDET, AS WELL AS DISCRETIONARY FUNDING. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INVESTMENTS -372,089. |
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 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 SPRING GARDEN STREET | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 566001468 | EINOfRecipient |
| Amount Of Cash Grant | 278356 | AmountOfCashGrant |
| Purpose Of Grant | TO AID AND PROMOTE EXCELLENCE IN HIGHER EDUCATION, SERVICE AND RESEARCH IN THE FIVE DEPARTMENTS AND CENTER PREVIOUSLY HOUSED IN THE SCHOOL OF HUMAN ENVIRONMENTAL SCIENCES AT UNCG; AND TO AID AND PROMOTE THE ENDOWMENT OF THE SAME FOR PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS, LOAN FUNDS, PROGRAM SUPPORT, AND OTHER FORMS OF FINANCIAL ASSISTANCE TO FACULTY, STAFF MEMBERS, AND STUDENTS. | PurposeOfGrant |
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: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE OR 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| LAURA SIMS | |||||||||||||
| 0 | 172648 | 0 | 0 | 0 | 0 | 0 | 12407 | 0 | 14865 | 0 | 199920 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO HUMAN ENVIRONMENTAL SCIENCES FOUNDATION IS A NORTH CAROLINA NOT-FOR-PROFIT CORPORATION WHICH OPERATES FOR EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSE WITHIN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF THE FIVE DEPARTMENTS AND CENTER THAT WERE HOUSED IN THE SCHOOL OF HUMAN ENVIRONMENTAL SCIENCES OF THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO IMMEDIATELY PRIOR TO THE REALIGNMENT ON JULY 1, 2011. THE PURPOSES FOR WHICH THE CORPORATION WAS ORGANIZED ARE: 1) TO AID AND PROMOTE, BY FINANCIAL ASSISTANCE AND OTHERWISE, EXCELLENCE IN HIGHER EDUCATION, SERVICE AND RESEARCH IN THE SIX UNITS HOUSED IN THE SCHOOL OF HUMAN ENVIRONMENTAL SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO IMMEDIATELY PRIOR TO ITS MERGER WITH THE SCHOOL OF HEALTH AND HUMAN SCIENCE AND 2) TO AID AND PROMOTE THE ENDOWMENT OF THE FOUNDATION FOR PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS, LOAN FUNDS, PROGRAM SUPPORT, AND OTHER FORMS OF FINANCIAL ASSISTANCE TO FACULTY, STAFF MEMBERS AND STUDENTS. |
| 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 | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY VIA ANNUAL REQUEST FROM THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | UNREALIZED GAIN ON INVESTMENTS -372,089. TOTAL TO FORM 990, PART XI, LINE 5: -372,089. |
| FORM 990, PART IV, SECTION B, LINE 15: | 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 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | ||||||||||
| 1201 SPRING GARDEN STREET | GREENSBORO | NC | 27403 | 566001468 | EDUCATION | NC | GOVERNMENTAL | 0 | ||
| THE UNCG EXCELLENCE FOUNDATION INC | ||||||||||
| 1201 SPRING GARDEN STREET | GREENSBORO | NC | 27403 | 566086393 | FUNDRAISING | NC | 501(C)(3) | 0 | 11-1 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO |
| THE UNIVOF NC AT GREENSBORO WEATHERSPOON ARTS FOUNDATION INC | ||||||||||
| 1201 SPRING GARDEN STREET | GREENSBORO | NC | 27403 | 581852178 | FUNDRAISING | NC | 501(C)(3) | 0 | 5 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO |
| THE UNIV OF NC AT GREENSBORO INVESTMENT FUND INC | ||||||||||
| 1201 SPRING GARDEN STREET | GREENSBORO | NC | 27403 | 582005976 | INVESTMENT | NC | 501(C)(3) | 0 | 11-1 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO |
| CAPITAL FACILITIES FOUNDATION INC | ||||||||||
| 1201 SPRING GARDEN STREET | GREENSBORO | NC | 27403 | 202483538 | BUILDING SUPPORT | NC | 501(C)(3) | 0 | 11-1 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO |
| 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 | 1 | 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
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 278356 | AmountInvolved |
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