2011-04-27T10:51:11-05:00 2010-06-30 WILLIAMS OVERMAN PIERCE LLP PO BOX 31823 RALEIGH NC 276221823 990 2009-07-01 566049503 North Carolina State University Foundation Inc NORT 9195137149 NSCU Box 7207 Raleigh NC 27695 kathryn s hart 9195137149 2011-03-26 1 Gwen Vass 9197823444 2011-03-26 X 2009 2016-02-24 21:20:13Z KATHRYN S HART ncsu box 7207 raleigh NC 27695 13866876 0 X N/A X 1942 NC Supports, by financial assistance, the various colleges within the university, the libraries, and other university-connected functions 19 19 0 19 0 0 3365119 7915510 2963936 2471322 -7797594 -182045 -1414 -19753 -1469953 10185034 8424406 2711775 0 0 0 537067 1035661 5953450 9460067 8665225 -10930020 1519809 81060519 88952274 4913750 5551536 76146769 83400738 Supports, by financial assistance, the various colleges within the university, the libraries, and other university-connected functions. 0 0 7692403 Supports, by financial assistance, the various colleges within the university, the libraries, and other university-connected functions. The Foundation awards scholarships, fellowships, and other awards based on the requirements stipulated by the contributors and/or recommendations of the Board of Directors. 7692403 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 27 1 1 0 0 0 0 0 0 0 0 0 0 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X Kathryn S Hart 9195137149 Campus Box 7207 Raleigh NC 27695 X Donald Barnes 1.00 X 0 0 0 Robert Boyette 1.00 X 0 0 0 Kathryn Council 1.00 X 0 0 0 Albert Daniel 1.00 X 0 0 0 David Fox 1.00 X 0 0 0 Lynne Garrison 1.00 X 0 0 0 Dwayne Greene 1.00 X 0 0 0 Anthony Hall 1.00 X 0 0 0 Richard E Jenkins 1.00 X 0 0 0 Stanhope Kelly 1.00 X 0 0 0 Eugene M Langley Jr 1.00 X 0 0 0 Paul J Michaels 1.00 X 0 0 0 Larry Monteith 1.00 X 0 0 0 Larry Nixon 1.00 X 0 0 0 W Trent Ragland III 1.00 X 0 0 0 Nan Strader 1.00 X 0 0 0 William Troxler 1.00 X 0 0 0 Walter Wilkinson 1.00 X 0 0 0 James Woodward 1.00 X 0 340455 0 George Worsley 1.00 X 0 0 0 G Smedes York 1.00 X 0 0 0 Arnette Ejire 1.00 X 0 0 0 Kathryn Hart 1.00 X 0 200000 22060 Nevin Kessler 1.00 X 0 288750 21318 Charles Leffler 1.00 X 0 260000 27310 Ken Sigmon 1.00 X 0 186750 17334 0 1275955 88022 0 0 1 0 STEPHEN K MARKHAM 5168 SIX FORKS ROAD RALEIGH NC 27609 INSTRUCTOR-CUSTOM EDUC 105323 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE RALEIGH NC 27607 AUDIT & 990-ALL FDNS 101310 2 7915510 155363 7915510 Program Service Revenu 611710 2471322 2471322 2471322 251375 251375 3185453 3618873 -433420 -433420 -433420 43216 62969 -19753 -19753 10185034 2471322 0 -201798 2711775 2711775 56634 51974 4660 163965 93710 70255 16914 16914 124671 95189 29482 138177 94801 43376 276931 241487 35444 103592 66014 37578 28045 28045 28125 12232 15893 Service Agreements 2802184 2538697 72691 190796 Other Contracted Servic 1056042 1049429 6613 Office & misc. Supplies 475340 410618 64722 Investment Management F 292809 292809 Printing 122936 120046 2890 267085 178386 88699 8665225 7692403 435755 537067 279326 480860 5500663 7076596 16944028 12482756 738055 131610 7884994 1200104 3437423 6684890 53943131 61857745 217893 237817 81060519 88952274 68959 290515 12429 4844791 5248592 4913750 5551536 X -2158139 4046947 37874920 41084389 40429988 38269402 76146769 83400738 81060519 88952274 X 0 1 1 X 0 X 8785615 12816640 22482668 3363705 7915510 55364138 8785615 12816640 22482668 3363705 7915510 55364138 2752563 52611575 1078292 2892568 1803948 321132 251375 6347315 61711453 9494920 0.85250 0.87250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55339693 -1683209 9437452 601974 62491962 73209138 1141141 -17145440 1865146 55339693 0.60000 0.40000 0 0 2993963 2993963 1439274 1160110 279164 50135 39994 10141 3401622 3401622 6684890 nc state investment fund 55652218 F bny mellon 5801074 F citicorp trust bank 404453 F 61857745 Life Income Funds Payable 3795482 Due to Others 1379338 OTHER PAYABLES- EXECUTIVE EDUCATION 73772 5248592 10185034 8665225 1519809 6873483 -1139323 5734160 7253969 16291542 6873483 389200 7262683 9028859 292809 863366 1156175 10185034 8761616 389200 389200 8372416 292809 292809 8665225 Part XI, Line 8 - Other Adjustments: TRANSFER TO OTHER UNIVERSITY ENTITIES: -275957. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: -863366. Part XII, Line 4b - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT: 863366. arts nc state gala 22400 22400 48005 COT- Tailgate 13614 13614 14964 1 7202 7202 43216 43216 62969 62969 -19753 1 NORTH CAROLINA STATE UNIVERSITY NCSU BOX 7207 RALEIGH NC 27695 566000756 501(c)(3) 2711775 0 BOOK VALUE SCHOLARSHIPS,FACULTY SUPPORT, DEPARTMENTAL SUPPORT, AND FACILITY SUPPORT 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grants represent reimbursement of expenses processed through the University's accounting systems, and are subject to University and State of North Carolina guidelines, in addition to any restrictions placed directly by donors. 0 0 0 0 0 0 0 0 0 James Woodward 0 340455 0 0 0 0 0 0 0 0 0 340455 0 0 Kathryn Hart 0 200000 0 0 0 0 0 17500 0 4560 0 222060 0 0 Nevin Kessler 0 288750 0 0 0 0 0 16758 0 4560 0 310068 0 0 Charles Leffler 0 260000 0 0 0 0 0 22750 0 4560 0 287310 0 0 Ken Sigmon 0 186750 0 0 0 0 0 12774 0 4560 0 204084 0 0 Supplemental Information Part III The Board members that are compensated receive compensation from 501(c)(3) organizations related to the Foundation. X 1 155363 APPRAISAL 1 0 0 0 Form 990, Part VI, Section B, line 11 Form 990 is reviewed by audit & investment committee prior to filing. Form 990, Part VI, Section B, line 12c Any corporate transaction in which a Director has a direct or indirect interest must be authorized, approved or ratified in good faith by a majority, not less than two of the directors who have no direct or indirect interest in the transaction even though less than a quorum; provided, however, no such transaction shall be authorized, approved or ratified by a single director. A Director has an indirect interest in a transaction if: (a) another entity in which he has a material financial interest or in which he is a general partner is a party to the transaction; or (b) another entity of which he is a director, officer, or trustee is a party to the transaction and the transaction is or should be considered by the Board. Form 990, Part VI, Section B, line 15 The board of directors and officers of NC State University Foundation Inc that do receive compensation are compensated by NC State University, a 501(c)(3) organization related to NC State University Foundation Inc. NC State University sets the compensation of these employees by acquiring comparability data which is reviewed and approved by independent persons with contemporaneous substantiation of the decision. Form 990, Part VI, Section C, line 19 The 990 is listed on the website and available through Guidestar. The audited financial statements are available on the website www.fis.ncsu.edu/foundations_accounting/foundations/ncsu.asp. Any minutes are made available upon request. nc state executive education llc ncsu box 7207 raleigh NC 27695 566049503 support organization of nc state university-executive education program NC 40278 408016 NC STATE UNIVERSITY FOUNDATION NORTH CAROLINA VETERINARY MEDICAL FOUNDATION inc ncsu box 7207 raleigh NC 27695 581344473 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NORTH CAROLINA TOBACCO FOUNDATION inc ncsu box 7207 raleigh NC 27695 591715828 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NORTH CAROLINA AGRICULTURAL FOUNDATION inc ncsu box 7207 raleigh NC 27695 566049304 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NC state ENGINEERING FOUNDATION inc ncsu box 7207 raleigh NC 27695 566046987 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NORTH CAROLINA PHYSICAL & MATHMETICAL SCIENCES FOUNDATION inc ncsu box 7207 raleigh NC 27695 581524289 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NC State NATURAL RESOURCES FOUNDATION inc ncsu box 7207 raleigh NC 27695 560653350 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A NC STATE ALUMNI association inc ncsu box 7207 raleigh NC 27695 566035544 support organization of NC State university NC 501(c)(3) 170(b)(1)(a)(iv) N/A nc state university partnership corporation ncsu box 7207 raleigh NC 27695 561444287 support organization of NC State university NC 501(c)(3) 509(a)(3) N/A North carolina state university club inc po box 33067 raleigh NC 27636 560769351 provision of recreational activities for members NC 501(c)(7) n/a N/A nc state university ncsu box 7207 raleigh NC 27695 566000756 education NC 501(c)(3) 170(b)(1)(a)(ii) N/A nc state university student aid association inc ncsu box 7207 raleigh NC 27695 560650623 financing scholarships awarded by NC State univ. to needy & worthy students NC 501(c)(3) 170(b)(1)(a)(iv) N/A north carolina textile foundation inc ncsu box 7207 raleigh NC 27695 566045324 aids education & research in the college of textiles of NC State University NC 501(c)(3) 509(a)(3) N/A nc state investment fund inc ncsu box 7207 raleigh NC 27695 311607634 invest funds of the nc state university and other related foundations NC 501(c)(3) 509(a)(3) N/A 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 North Carolina state university club inc D 3212061 north carolina state university B 2711775 NC State Investment Fund Inc Q 3273958 Nc state Investment Fund Inc R 1171231 nc state engineering foundation inc Q 14595 NC PHYSICAL & MATHEMATICAL SCIENCES Q 13500 NC STATE ALUMNI ASSN Q 8360 NORTH carolina state university Q 244302 NC AGRICULTURAL FOUNDATION R 4800