UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC

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Cite this

Plain text UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/university-of-north-carolina-at-greensboro-investment-fund-inc-582005976. Retrieved 2026-11-06.

APA furp.org. (n.d.). UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 6, 2026, from https://furp.org/org/university-of-north-carolina-at-greensboro-investment-fund-inc-582005976

MLA “UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC.” furp.org, tax years 2011–2024, https://furp.org/org/university-of-north-carolina-at-greensboro-investment-fund-inc-582005976. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

No SEC Form D on file. What that means

Related institution: University of North Carolina at Greensboro Fuzzy (foundation)

2024 · Form 990 · revenue $92.4M · expenses $19.4M · assets $471.3M

Also known as: GREENSBORO INVESTMENT FUND INC
EIN: 58-2005976
Address: PO BOX 26170, GREENSBORO, NC 27402-6170
NTEE code: B11 Single Organization Support (Education) published (IRS Business Master File, as B110)
FURP topic: science: research education (from its 990 text; the topic index)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: August 1992 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status: Supporting organization, 509(a)(3)
Cross-check: ProPublica Nonprofit Explorer

Mission

TO ACCEPT THE TRANSFER OF ASSETS FROM THE UNCG ENDOWMENT FUND AND THE AFFILIATED FOUNDATIONS, WHICH BENEFIT THE UNIVERSITY, AND TO MANAGE THE INVESTMENT OF THOSE ASSETS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

15 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Franklin Gilliam	DIRECTOR	2015-2024	$556,385	$2,811,590	8
Robert J Shea Jr	TREASURER	2020-2024	$387,195	$1,686,117	4
Beth Fisher	DIRECTOR	2023-2024	$353,296	$695,652	2
Charles A Maimone (former)	OUTGOING TREASURER	2014-2019	$241,804	$1,560,772	2
Linda Brady (former)	DIRECTOR	2011-2014	$351,442	$1,044,802	4
Reade Taylor (former)	EX-OFFICIO	2011-2014	$196,025	$993,091	6
Janis I Zink (former)	DIRECTOR	2014-2015	$320,470	$639,327	5
Jill Hillyer (former)	ASST. SECRETARY	2011-2015	$113,676	$321,638	2
Dr Patricia W Stewart (former)	DIRECTOR	2011	$276,150	$276,150	3
Jerry Blakemore (former)	DIRECTOR	2023	$274,147	$274,147	1
Paul Forte (former)	DIRECTOR	2023	$273,381	$273,381	1
Scott Milman (former)	DIRECTOR	2023	$214,621	$214,621	2
Ghazala Bibi (former)	ASSISTANT TREASURER	2023	$188,649	$188,649	2
Lauren Cox (former)	OUTGOING TREASURER	2020	$124,146	$124,146	3
Charles Leffler (former)	TREASURER	2019	$37,500	$37,500	4

Officers and directors, no compensation reported

36 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Charles King	PRESIDENT	2015-2024	1	$0 reported	1
Dr Adam Aiken	DIRECTOR	2018-2024	1	$0 reported	1
Sam Cone	DIRECTOR	2016-2024	1	$0 reported	1
Randall Kaplan	DIRECTOR	2021-2024	1	$0 reported	10
Billy Nutt	DIRECTOR	2016-2024	1	$0 reported	1
Kim Eder	DIRECTOR	2023-2024	1	$0 reported	2
George Hoyle	DIRECTOR	2023-2024	1	$0 reported	2
Andrew Mehelko	DIRECTOR	2023-2024	1	$0 reported	1
Brad Morton	DIRECTOR	2023-2024	1	$0 reported	2
Lascel Webley	DIRECTOR	2023-2024	1	$0 reported	1
Tim Rice	DIRECTOR	2024	1	$0 reported	5
Dale Phipps (former)	DIRECTOR	2020-2022	1	$0 reported	3
Hubert Humphrey (former)	DIRECTOR	2018-2022	1	$0 reported	1
Betsy Oakley (former)	DIRECTOR	2020-2022	1	$0 reported	2
Vernon Winters (former)	DIRECTOR	2014-2022	1	$0 reported	1
Mr Bob Shea (former)	INCOMING TREASURER	2019	0	$0 reported	2
Wayne Morgan (former)	PRESIDENT	2011-2017	1	$0 reported	1
Amelia S Hopkins (former)	DIRECTOR	2011-2017	1	$0 reported	2
Brad Hayes (former)	DIRECTOR	2016	1	$0 reported	3
Sarah Shoffner (former)	DIRECTOR	2014-2015	1	$0 reported	4
Lee Mcalister (former)	DIRECTOR	2014-2015	1	$0 reported	2
Michael Garrett (former)	DIRECTOR	2012-2015	1	$0 reported	2
Susan Morris Safran (former)	DIRECTOR	2014-2015	1	$0 reported	1
Bill Shealy (former)	DIRECTOR	2014-2015	1	$0 reported	1
Arthur Winstead (former)	DIRECTOR	2015	1	$0 reported	1
Richard T Holderness (former)	SECRETARY	2011-2014	1	$0 reported	1
Sue Cole (former)	DIRECTOR	2011-2014	1	$0 reported	1
Andrew Mehalko (former)	DIRECTOR	2011-2014	1	$0 reported	1
Jeffrey Collins (former)	DIRECTOR	2014	1	$0 reported	1
Richard R Allen (former)	PRESIDENT	2011-2013	1	$0 reported	1
Thomas R Sloan (former)	DIRECTOR	2011-2013	1	$0 reported	1
Laura Burton (former)	DIRECTOR	2011-2012	1	$0 reported	3
David Sprinkle (former)	DIRECTOR	2011-2012	1	$0 reported	2
Bill Shealy Campus Ministries Institution (former)	DIRECTOR	2011-2012	0	$0 reported	1
M Lee Mcallister (former)	VICE PRESIDENT	2011	1	$0 reported	7
Jennifer Champion (former)	DIRECTOR	2011	1	$0 reported	2

People by year

2024 · 14 people listed · 3 paid, $1.3M · 0 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
FRANKLIN GILLIAM	DIRECTOR	0	$0	$460,878	$95,507	$556,385	8
ROBERT J SHEA JR	TREASURER	0	$0	$308,757	$78,438	$387,195	4
BETH FISHER	DIRECTOR	1	$0	$304,877	$48,419	$353,296	2
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
RANDALL KAPLAN	DIRECTOR	1	$0	$0	$0	$0	10
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
KIM EDER	DIRECTOR	1	$0	$0	$0	$0	2
GEORGE HOYLE	DIRECTOR	1	$0	$0	$0	$0	2
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
ANDREW MEHELKO	DIRECTOR	1	$0	$0	$0	$0	1
BRAD MORTON	DIRECTOR	1	$0	$0	$0	$0	2
LASCEL WEBLEY	DIRECTOR	1	$0	$0	$0	$0	1
TIM RICE	DIRECTOR	1	$0	$0	$0	$0	5

2023 · 17 people listed · 7 paid, $2.2M · 0 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
FRANKLIN GILLIAM	DIRECTOR	0	$0	$451,537	$86,286	$537,823	8
ROBERT J SHEA JR	TREASURER	0	$0	$300,770	$73,490	$374,260	4
BETH FISHER	DIRECTOR	1	$0	$295,581	$46,775	$342,356	2
JERRY BLAKEMORE	DIRECTOR	1	$0	$233,944	$40,203	$274,147	1
PAUL FORTE	DIRECTOR	0	$0	$213,427	$59,954	$273,381	1
SCOTT MILMAN	DIRECTOR	0	$0	$165,588	$49,033	$214,621	2
GHAZALA BIBI	ASSISTANT TREASURER	1	$0	$149,993	$38,656	$188,649	2
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
RANDALL KAPLAN	DIRECTOR	1	$0	$0	$0	$0	10
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
KIM EDER	DIRECTOR	1	$0	$0	$0	$0	2
GEORGE HOYLE	DIRECTOR	1	$0	$0	$0	$0	2
ANDREW MEHELKO	DIRECTOR	1	$0	$0	$0	$0	1
BRAD MORTON	DIRECTOR	1	$0	$0	$0	$0	2
LASCEL WEBLEY	DIRECTOR	1	$0	$0	$0	$0	1

2022 · 11 people listed · 2 paid, $872K · 0 employees · 9 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
FRANKLIN GILLIAM	DIRECTOR	0	$0	$427,201	$81,692	$508,893	8
ROBERT J SHEA JR	TREASURER	0	$0	$291,445	$71,815	$363,260	4
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
HUBERT HUMPHREY	DIRECTOR	1	$0	$0	$0	$0	1
RANDALL KAPLAN	DIRECTOR	1	$0	$0	$0	$0	10
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
BETSY OAKLEY	DIRECTOR	1	$0	$0	$0	$0	2
DALE PHIPPS	DIRECTOR	1	$0	$0	$0	$0	3
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1

2021 · 11 people listed · 2 paid, $896K · 0 employees · 9 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
FRANKLIN GILLIAM	DIRECTOR	0	$0	$489,568	$69,146	$558,714	8
ROBERT J SHEA JR	TREASURER	0	$0	$276,849	$60,704	$337,553	4
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
HUBERT HUMPHREY	DIRECTOR	1	$0	$0	$0	$0	1
RANDALL KAPLAN	DIRECTOR	1	$0	$0	$0	$0	10
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
BETSY OAKLEY	DIRECTOR	1	$0	$0	$0	$0	2
DALE PHIPPS	DIRECTOR	1	$0	$0	$0	$0	3
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1

2020 · 11 people listed · 3 paid, $817K · 0 employees · 8 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
FRANKLIN GILLIAM	DIRECTOR	0	$0	$405,148	$64,111	$469,259	8
ROBERT J SHEA JR	TREASURER	0	$0	$184,304	$39,545	$223,849	4
LAUREN COX	OUTGOING TREASURER	0	$0	$96,892	$27,254	$124,146	3
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
HUBERT HUMPHREY	DIRECTOR	1	$0	$0	$0	$0	1
BETSY OAKLEY	DIRECTOR	1	$0	$0	$0	$0	2
DALE PHIPPS	DIRECTOR	1	$0	$0	$0	$0	3

2019 · 9 people listed · 2 paid, $279K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CHARLES A MAIMONE	OUTGOING TREASURER	1	$0	$199,357	$42,447	$241,804	2
CHARLES LEFFLER	TREASURER	0	$0	$37,500	$0	$37,500	4
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
BOB SHEA	INCOMING TREASURER	0	$0	$0	$0	$0	2
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
HUBERT HUMPHREY	DIRECTOR	1	$0	$0	$0	$0	1

2018 · 7 people listed · 1 paid, $316K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CHARLES A MAIMONE	TREASURER	1	$0	$262,775	$53,427	$316,202	2
CHARLES KING	PRESIDENT	1	$0	$0	$0	$0	1
DR ADAM AIKEN	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
HUBERT HUMPHREY	DIRECTOR	1	$0	$0	$0	$0	1

2017 · 7 people listed · 1 paid, $296K · 0 employees · 6 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CHARLES A MAIMONE	TREASURER	1	$0	$246,743	$49,451	$296,194	2
WAYNE MORGAN	PRESIDENT	1	$0	$0	$0	$0	1
AMELIA S HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
CHARLES KING	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1

2016 · 8 people listed · 1 paid, $292K · 0 employees · 7 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CHARLES A MAIMONE	TREASURER	1	$0	$246,743	$45,502	$292,245	2
WAYNE MORGAN	PRESIDENT	1	$0	$0	$0	$0	1
AMELIA S HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
CHARLES KING	DIRECTOR	1	$0	$0	$0	$0	1
SAM CONE	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
BILLY NUTT	DIRECTOR	1	$0	$0	$0	$0	1
BRAD HAYES	DIRECTOR	1	$0	$0	$0	$0	3

2015 · 14 people listed · 4 paid, $905K · 0 employees · 10 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
JANIS I ZINK	DIRECTOR	1	$0	$281,250	$39,220	$320,470	5
CHARLES A MAIMONE	TREASURER	1	$0	$246,743	$43,209	$289,952	2
FRANKLIN GILLIAM	DIRECTOR	0	$0	$162,454	$18,062	$180,516	8
JILL HILLYER	ASST. SECRETARY	2	$0	$93,935	$19,741	$113,676	2
WAYNE MORGAN	PRESIDENT	1	$0	$0	$0	$0	1
MICHAEL GARRETT	DIRECTOR	1	$0	$0	$0	$0	2
AMELIA S HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
CHARLES KING	DIRECTOR	1	$0	$0	$0	$0	1
LEE MCALISTER	DIRECTOR	1	$0	$0	$0	$0	2
SUSAN MORRIS SAFRAN	DIRECTOR	1	$0	$0	$0	$0	1
BILL SHEALY	DIRECTOR	1	$0	$0	$0	$0	1
DR SARAH M SHOFFNER	DIRECTOR	1	$0	$0	$0	$0	4
ARTHUR WINSTEAD	DIRECTOR	1	$0	$0	$0	$0	1
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1

2014 · 15 people listed · 4 paid, $991K · 0 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
DR LINDA P BRADY	DIRECTOR	0	$0	$313,053	$38,389	$351,442	4
JANIS I ZINK	DIRECTOR	1	$0	$280,452	$38,405	$318,857	5
READE TAYLOR	EX-OFFICIO	1	$0	$168,837	$27,188	$196,025	6
CHARLES A MAIMONE	TREASURER	1	$0	$106,206	$18,169	$124,375	2
RICHARD T HOLDERNESS	SECRETARY	1	$0	$0	$0	$0	1
SUE COLE	DIRECTOR	1	$0	$0	$0	$0	1
ANDREW MEHALKO	DIRECTOR	1	$0	$0	$0	$0	1
WAYNE MORGAN	PRESIDENT	1	$0	$0	$0	$0	1
JEFFREY COLLINS	DIRECTOR	1	$0	$0	$0	$0	1
AMELIA S HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
SUSAN MORRIS SAFRAN	DIRECTOR	1	$0	$0	$0	$0	1
BILL SHEALY	DIRECTOR	1	$0	$0	$0	$0	1
DR SARAH M SHOFFNER	DIRECTOR	1	$0	$0	$0	$0	4
VERNON WINTERS	DIRECTOR	1	$0	$0	$0	$0	1
LEE MCALISTER	DIRECTOR	1	$0	$0	$0	$0	2

2013 · 7 people listed · 1 paid, $266K · 0 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
READE TAYLOR	TREASURER	1	$0	$233,075	$33,360	$266,435	6
RICHARD R ALLEN	PRESIDENT	1	$0	$0	$0	$0	1
RICHARD T HOLDERNESS	SECRETARY	1	$0	$0	$0	$0	1
SUE COLE	DIRECTOR	1	$0	$0	$0	$0	1
ANDREW MEHALKO	DIRECTOR	1	$0	$0	$0	$0	1
THOMAS R SLOAN	DIRECTOR	1	$0	$0	$0	$0	1
WAYNE MORGAN	DIRECTOR	1	$0	$0	$0	$0	1

2012 · 14 people listed · 3 paid, $721K · 0 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LINDA BRADY	DIRECTOR	0	$0	$311,499	$36,187	$347,686	4
READE TAYLOR	TREASURER	1	$0	$231,755	$36,114	$267,869	6
JILL HILLYER	ASSISTANT SECRETARY	2	$0	$87,738	$17,714	$105,452	2
LAURA BURTON	DIRECTOR	1	$0	$0	$0	$0	3
SUE COLE	DIRECTOR	1	$0	$0	$0	$0	1
MICHAEL GARRETT	DIRECTOR	1	$0	$0	$0	$0	2
AMELIA HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
ANDREW MEHALKO	DIRECTOR	1	$0	$0	$0	$0	1
WAYNE MORGAN	DIRECTOR	1	$0	$0	$0	$0	1
BILL SHEALY CAMPUS MINISTRIES Institution	DIRECTOR	0	$0	$0	$0	$0	1
THOMAS R SLOAN	DIRECTOR	1	$0	$0	$0	$0	1
DAVID SPRINKLE	DIRECTOR	1	$0	$0	$0	$0	2
RICHARD R ALLEN	PRESIDENT	1	$0	$0	$0	$0	1
RICHARD T HOLDERNESS	SECRETARY	1	$0	$0	$0	$0	1

2011 · 16 people listed · 4 paid, $987K · 0 employees · 16 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
LINDA BRADY	DIRECTOR	0	$0	$310,619	$35,055	$345,674	4
PATRICIA W STEWART	DIRECTOR	1	$0	$243,697	$32,453	$276,150	3
READE TAYLOR	TREASURER	1	$0	$231,188	$31,574	$262,762	6
JILL HILLYER	ASSISTANT SECRETARY	2	$0	$86,807	$15,703	$102,510	2
LAURA BURTON	DIRECTOR	1	$0	$0	$0	$0	3
JENNIFER CHAMPION	DIRECTOR	1	$0	$0	$0	$0	2
SUE COLE	DIRECTOR	1	$0	$0	$0	$0	1
AMELIA HOPKINS	DIRECTOR	1	$0	$0	$0	$0	2
ANDREW MEHALKO	DIRECTOR	1	$0	$0	$0	$0	1
BILL SHEALY CAMPUS MINISTRIES Institution	DIRECTOR	1	$0	$0	$0	$0	1
THOMAS R SLOAN	DIRECTOR	1	$0	$0	$0	$0	1
WAYNE MORGAN	DIRECTOR	1	$0	$0	$0	$0	1
DAVID SPRINKLE	DIRECTOR	1	$0	$0	$0	$0	2
RICHARD R ALLEN	PRESIDENT	1	$0	$0	$0	$0	1
M LEE MCALLISTER	VICE PRESIDENT	1	$0	$0	$0	$0	7
RICHARD T HOLDERNESS	SECRETARY	1	$0	$0	$0	$0	1

Highest-paid independent contractors

2024 · 1 contractor · $1.0M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,033,389

2023 · 1 contractor · $1.2M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,185,570

2022 · 1 contractor · $1.1M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,082,278

2021 · 1 contractor · $1.2M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,185,628

2020 · 1 contractor · $963K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$963,117

2019 · 1 contractor · $1.6M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,605,623

2018 · 1 contractor · $1.4M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,387,255

2017 · 1 contractor · $1.2M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,172,586

2016 · 1 contractor · $1.0M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,028,181

2015 · 1 contractor · $1.0M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,046,007

2014 · 1 contractor · $1.1M

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES CAPITAL MANAGEMENT	BOSTON, MA	INVESTMENT MANAGEMENT	$1,116,430

2012 · 2 contractors · $273K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT SERVICES	$169,635
US BANK	MINNEAPOLIS, MN	CUSTODY SERVICES	$103,644

2011 · 2 contractors · $285K

Name	Location	Service	Paid
CAMBRIDGE ASSOCIATES	BOSTON, MA	INVESTMENT SERVICES	$179,713
AXIOM	GREENWICH, CT	INVESTMENT SERVICES	$105,369

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$92,391,253	$19,447,181	$471,276,739	$471,044,637	$0	$0	$0	0	11
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$7,846,316	$18,934,995	$430,398,703	$430,165,437	$0	$0	$0	0	11
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$11,465,443	$17,783,587	$392,897,621	$392,095,537	$0	$0	$0	0	9
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$22,759,163	$17,898,517	$369,290,686	$368,639,795	$0	$0	$0	0	9
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$14,956,560	$18,829,650	$393,074,715	$392,609,634	$0	$0	$0	0	8
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$12,325,244	$16,164,495	$310,769,147	$310,293,804	$0	$0	$0	0	6
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$13,975,459	$13,123,312	$307,584,959	$307,580,639	$0	$0	$0	0	6
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$18,584,155	$14,749,977	$293,166,373	$293,162,053	$0	$0	$0	0	6
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$27,836,027	$11,388,972	$276,122,572	$276,120,937	$0	$0	$0	0	7
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$10,078,549	$11,562,793	$235,021,570	$235,021,232	$0	$0	$0	0	10
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$16,473,959	$10,481,244	$248,591,471	$248,590,801	$0	$0	$0	0	11
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$18,501,809	$9,202,455	$251,759,826	$251,756,275	$0	$0	$0	0	11
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$18,924,440	$7,689,410	$223,323,348	$221,195,194	$0	$0	$0	0	15
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$10,956,073	$7,877,205	$198,048,170	$198,047,632	$0	$0	$0	0	16

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

GREENSBORO AREA CHAMBER OF COMMERCE Greensboro, NC · 3 people in common (Franklin Gilliam, Randall Kaplan, Tim Rice)
CAPITAL FACILITIES FOUNDATION INC Greensboro, NC · 3 people in common (Franklin Gilliam, George Hoyle, Robert J Shea Jr) · related organization (Schedule R)
UNC-G EXCELLENCE FOUNDATION Greensboro, NC · 2 people in common (Brad Morton, Robert J Shea Jr) · related organization (Schedule R)
ACTION GREENSBORO Greensboro, NC · 2 people in common (Franklin Gilliam, Tim Rice)
GREENSBORO CHAMBER FOUNDATION Greensboro, NC · 2 people in common (Franklin Gilliam, Tim Rice)
WOMENS PROFESSIONAL FORUM FOUNDATION INC Greensboro, NC · 2 people in common (Beth Fisher, Kim Eder)
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC New York, NY · 1 person in common (Randall Kaplan)
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE Washington, DC · 1 person in common (Randall Kaplan)
BNAI BRITH YOUTH ORGANIZATION INC Washington, DC · 1 person in common (Randall Kaplan)
FOUNDATION FOR JEWISH CAMP INC New York, NY · 1 person in common (Randall Kaplan)
LEADING EDGE ALLIANCE INC New York, NY · 1 person in common (Randall Kaplan)
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC Greensboro, NC · 1 person in common (Tim Rice)
JEWISH FOUNDATION OF GREENSBORO Greensboro, NC · 1 person in common (Randall Kaplan)
GATEWAY RESEARCH PARK INC Greensboro, NC · 1 person in common (Franklin Gilliam)
FRAMEWORKS INSTITUTE Washington, DC · 1 person in common (Franklin Gilliam)
JEWISH DEMOCRATIC COUNCIL OF AMERICA Washington, DC · 1 person in common (Randall Kaplan)
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE Providence, RI · 1 person in common (Randall Kaplan)
UNION SQUARE CAMPUS INC Greensboro, NC · 1 person in common (Franklin Gilliam)
UNIVERSITY OF NORTH CAROLINA AT GREENSBORO WEATHERSPOON ARTS FOUND Greensboro, NC · 1 person in common (Robert J Shea Jr) · related organization (Schedule R)

Funders of this organization

20 grantors reported grants to this organization, $1,091,655 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Type	Match	Years given	Grants	Total	Latest year	Latest year's amount	Grants
FOUNDATION FOR THE CAROLINAS	DAF sponsor	Exact	2015-2021	7	$327,374	2021	$108,184	show
RODEL CHARITABLE FOUNDATION DE	Public charity	Exact	2023-2024	2	$199,305	2024	$179,375	show
COMMUNITY FOUNDATION OF GREATER GREENSBORO INC	DAF sponsor	Exact	2023-2024	3	$198,628	2024	$107,386	show
NEW HAVEN PROMISE INC	Public charity	Exact	2023-2024	2	$80,000	2024	$60,000	show
DES MOINES JEWISH WELFARE FOUNDATION	DAF sponsor	Exact	2013-2014, 2017	3	$60,000	2017	$15,000	show
ERNST & YOUNG FOUNDATION	DAF sponsor	Exact	2020-2024	5	$37,947	2024	$6,606	show
UNITED WAY WORLDWIDE	DAF sponsor	Exact	2018-2019	2	$33,000	2019	$6,300	show
AMERICAN COUNCIL OF LEARNED SOCIETIES	Public charity	Exact	2009	1	$32,220	2009	$32,220	show
NATIONAL PHILANTHROPIC TR	DAF sponsor	Exact	2019	1	$30,000	2019	$30,000	show
TRIANGLE COMMUNITY FOUNDATION	DAF sponsor	Exact	2024	1	$17,500	2024	$17,500	show
AMERICAN CHEMICAL SOCIETY	Public charity	Exact	2011	1	$16,500	2011	$16,500	show
KPMG U S FOUNDATION INC	Public charity	Exact	2023-2024	2	$15,000	2024	$7,500	show
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA	DAF sponsor	Exact	2015	1	$12,500	2015	$12,500	show
DELOITTE FOUNDATION	Public charity	Exact	2017	1	$8,850	2017	$8,850	show
FORVIS MAZARS FOUNDATION	Public charity	Exact	2022	1	$8,000	2022	$8,000	show
BANK OF AMERICA CHARITABLE FOUNDATION INC	Private foundation	Fuzzy filed as “UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC”	2015, 2020	4	$8,000	2020	$500	show
STANLEY & DOROTHY FRANK FAMILY FOUNDATION	Public charity	Exact	2024	1	$5,153	2024	$5,153	show
REYNOLDS AMERICAN FOUNDATION	Private foundation	Fuzzy filed as “UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC”	2020	1	$1,450	2020	$1,450	show
THE DUKE ENERGY FOUNDATION	Private foundation	Fuzzy filed as “UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC”	2020	1	$175	2020	$175	show
AMICA COMPANIES FOUNDATION	Private foundation	Fuzzy filed as “UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC”	2020	1	$53	2020	$53	show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC	NC	B11	$164,944,230	$53,835,551	EX-OFFICIO OFFICER CHANCELLOR	$1,176,904	Same NTEE code B11, revenue within 2x, same state, similar name
UNC-G EXCELLENCE FOUNDATION	NC	B11	$50,557,948	$9,027,786	TREASURER/EX OFFICIO	$387,195	Same NTEE code B11, revenue within 2x, same state
UNC HEALTH FOUNDATION INC	NC	B11	$71,635,095	$58,974,890	CHIEF PHILANTHROPY & PRES	$592,474	Same NTEE code B11, revenue within 2x, same state
KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION	NC	B11	$56,551,031	$50,040,059	DIRECTOR	$894,354	Same NTEE code B11, revenue within 2x, same state
GEORGE MASON UNIVERSITY FOUNDATION INC	VA	B11	$116,356,966	$89,930,121	VICE PRESIDENT & CFO	$333,621	Same NTEE code B11, revenue within 2x, similar mission
NORTHERN ARIZONA UNIVERSITY FDN INC	AZ	B11	$88,957,866	$31,934,897	CEO	$353,532	Same NTEE code B11, revenue within 2x
UNIVERSITY OF IDAHO FOUNDATION INC	ID	B11	$61,212,791	$48,791,581	Chief Executive Officer	$330,000	Same NTEE code B11, revenue within 2x
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION	VT	B11	$75,767,284	$46,120,948	DIRECTOR/EX OFFICIO/FNDN PRES	$471,972	Same NTEE code B11, revenue within 2x, similar mission
UNIVERSITY OF MEMPHIS FOUNDATION	TN	B11	$66,402,207	$30,158,057	DIRECTOR	$736,452	Same NTEE code B11, revenue within 2x, similar mission
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC	FL	B11	$85,702,217	$76,812,374	CEO & SENIOR VP FOR ADV. & PART.	$568,596	Same NTEE code B11, revenue within 2x
UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION	VA	B11	$59,356,086	$46,827,891	PRESIDENT & CEO	$933,912	Same NTEE code B11, revenue within 2x, similar mission
UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC	MD	B11	$77,039,974	$41,883,783	PRESIDENT/CEO	$730,869	Same NTEE code B11, revenue within 2x
UNIVERSITY AT BUFFALO FOUNDATION INC	NY	B11	$128,651,944	$92,173,911	CHIEF EXECUTIVE OFFICER	$463,825	Same NTEE code B11, revenue within 2x
UNIVERSITY OF MASSACHUSETTS FOUNDATION INC	MA	B11	$172,508,463	$52,686,406	CHIEF INVESTMENT OFFICER	$1,777,237	Same NTEE code B11, revenue within 2x
UNIVERSITY OF MARYLAND FOUNDATION INC	MD	B11	$75,540,447	$43,958,030	CIO	$1,479,714	Same NTEE code B11, revenue within 2x
UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION	SC	B11	$85,063,683	$71,170,376	University President	$593,041	Same NTEE code B11, revenue within 2x
FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC	FL	B11	$60,328,298	$39,068,272	INTERIM FAU PRESIDENT	$743,866	Same NTEE code B11, revenue within 2x
BOWLING GREEN STATE UNIVERSITY FOUNDATION INC	OH	B11	$52,670,986	$37,478,620	DIRECTOR, BGSU PRESIDENT	$910,102	Same NTEE code B11, revenue within 2x
KENNESAW STATE UNIVERSITY FOUNDATION INC	GA	B11	$90,573,212	$55,836,512	TRUSTEE/PRESIDENT	$580,542	Same NTEE code B11, revenue within 2x
UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED	NM	B11	$84,289,227	$66,914,946	PRESIDENT AND CEO	$507,847	Same NTEE code B11, revenue within 2x
WASHBURN UNIVERSITY FOUNDATION	KS	B11	$52,425,391	$20,179,072	President	$365,299	Same NTEE code B11, revenue within 2x
CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION	CA	B11	$62,571,176	$67,383,655	CEO & UNIVERSITY PRESIDENT	$655,322	Same NTEE code B11, revenue within 2x
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION	NV	B11	$93,464,507	$75,086,417	President, UNLV	$710,513	Same NTEE code B11, revenue within 2x
UNIVERSITY OF MONTANA FOUNDATION	MT	B11	$58,672,838	$54,202,004	PRESIDENT & CEO	$443,828	Same NTEE code B11, revenue within 2x
UNIVERSITY OF IOWA STRATEGIC INITIATIVES FUND	IA	B11	$66,071,839	$25,959,537	Director	$586,758	Same NTEE code B11, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$682,317,528	659	79	2016–2024	NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC; UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC; COLORADO SCHOOL OF MINES FOUNDATION; GEORGE MASON UNIVERSITY FOUNDATION INC and 75 more
DONOR ADVISED CHARITABLE GIVING	DAF sponsor	$264,276,337	830	81	2014–2024	UNIVERSITY OF ARKANSAS FOUNDATION INC; THE U C DAVIS FOUNDATION; OREGON STATE UNIVERSITY FOUNDATION; CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION and 77 more
NATIONAL PHILANTHROPIC TR funds this one	DAF sponsor	$226,572,923	567	76	2014–2024	FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC; UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED; UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION; UNIVERSITY OF MARYLAND FOUNDATION INC and 72 more
ROBERT W WOODRUFF FOUNDATION INC	Private foundation	$222,000,160	9	2	2020–2024	ROBERT W WOODRUFF HEALTH SCIENCES CENTER FUND INC; GEORGIA STATE UNIVERSITY FOUNDATION INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC	DAF sponsor	$175,871,785	213	53	2017–2024	COMMUNITIES IN SCHOOLS INC; RUTGERS UNIVERSITY FOUNDATION; CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION; WEST VIRGINIA UNIV FOUNDATION INC and 49 more
CHARLES KOCH FOUNDATION	Private foundation	$163,099,841	98	22	2010–2024	GEORGE MASON UNIVERSITY FOUNDATION INC; CLEMSON UNIVERSITY FOUNDATION; KENNESAW STATE UNIVERSITY FOUNDATION INC; FLORIDA STATE UNIVERSITY FOUNDATION INC and 18 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC	DAF sponsor	$101,947,705	631	76	2013–2024	UNIVERSITY OF NEVADA-RENO FOUNDATION; COLORADO STATE UNIVERSITY FOUNDATION; UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC; UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION and 72 more
THE CHICAGO COMMUNITY TRUST	DAF sponsor	$79,262,468	169	45	2016–2024	AMERICAN INDIAN COLLEGE FUND; COMMUNITIES IN SCHOOLS INC; L S U FOUNDATION; UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION and 41 more
LILLY ENDOWMENT INC	Private foundation	$67,212,100	44	3	2011–2025	AMERICAN INDIAN COLLEGE FUND; GEORGE MASON UNIVERSITY FOUNDATION INC; UNIVERSITY OF LOUISVILLE FOUNDATION INC
MISSISSIPPI COMMON FUND TRUST	Private foundation	$58,502,023	21	2	2009–2024	UNIVERSITY OF MISSISSIPPI FOUNDATION; OLE MISS ATHLETICS FOUNDATION
WINDGATE CHARITABLE TRUST	Private foundation	$56,744,925	56	6	2022–2025	UNIVERSITY OF ARKANSAS FOUNDATION INC; CAMPANILE FOUNDATION; NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC; KENNESAW STATE UNIVERSITY FOUNDATION INC and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC	DAF sponsor	$54,974,398	494	78	2019–2025	UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED; RUTGERS UNIVERSITY FOUNDATION; NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC; CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION and 74 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM	DAF sponsor	$54,585,224	328	75	2020–2024	UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED; UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION; THE U C DAVIS FOUNDATION; UNIVERSITY OF WYOMING FOUNDATION and 71 more
ALICE L WALTON FOUNDATION	Private foundation	$51,873,805	16	2	2020–2024	EQUITABLE FACILITIES FUND INC; UNIVERSITY OF ARKANSAS FOUNDATION INC
WAYNE & GLADYS VALLEY CHARITABLE FOUNDATION	Private foundation	$51,441,667	12	1	2019–2024	OREGON STATE UNIVERSITY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $19,447,181 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$17,770,177	$17,770,177	-	-	91.4%
Fees: investment management		$1,033,389	-	$1,033,389	-	5.3%
Other (as described)	MANAGEMENT EXPENSES	$643,615	-	$643,615	-	3.3%
Total		$19,447,181				100%

View the filing

2023 · Form 990 · $18,934,995 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$17,240,528	$17,240,528	-	-	91.1%
Fees: investment management		$1,185,570	-	$1,185,570	-	6.3%
Other (as described)	MANAGEMENT EXPENSES	$508,897	-	$508,897	-	2.7%
Total		$18,934,995				100%

View the filing

2022 · Form 990 · $17,783,587 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$15,544,723	$15,544,723	-	-	87.4%
Other (as described)	MANAGEMENT EXPENSES	$1,156,586	-	$1,156,586	-	6.5%
Fees: investment management		$1,082,278	-	$1,082,278	-	6.1%
Total		$17,783,587				100%

View the filing

2021 · Form 990 · $17,898,517 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$16,020,701	$16,020,701	-	-	89.5%
Fees: investment management		$1,185,628	-	$1,185,628	-	6.6%
Other (as described)	MANAGEMENT EXPENSES	$692,188	-	$692,188	-	3.9%
Total		$17,898,517				100%

View the filing

2020 · Form 990 · $18,829,650 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$16,991,828	$16,991,828	-	-	90.2%
Fees: investment management		$963,117	-	$963,117	-	5.1%
Other (as described)	MANAGEMENT EXPENSES	$874,705	-	$874,705	-	4.6%
Total		$18,829,650				100%

View the filing

2019 · Form 990 · $16,164,495 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$14,445,787	$14,445,787	-	-	89.4%
Fees: investment management		$1,605,623	-	$1,605,623	-	9.9%
Other (as described)	MANAGEMENT EXPENSES	$113,085	-	$113,085	-	0.7%
Total		$16,164,495				100%

View the filing

2018 · Form 990 · $13,123,312 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$11,642,189	$11,642,189	-	-	88.7%
Fees: investment management		$1,387,255	-	$1,387,255	-	10.6%
Other (as described)	MANAGEMENT EXPENSES	$93,868	-	$93,868	-	0.7%
Total		$13,123,312				100%

View the filing

2017 · Form 990 · $14,749,977 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$13,508,930	$13,508,930	-	-	91.6%
Fees: investment management		$1,172,586	-	$1,172,586	-	7.9%
Other (as described)	MANAGEMENT EXPENSES	$68,461	-	$68,461	-	0.5%
Total		$14,749,977				100%

View the filing

2016 · Form 990 · $11,388,972 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$10,375,067	$10,375,067	-	-	91.1%
Fees: investment management		$1,028,984	-	$1,028,984	-	9.0%
Other (as described)	MANAGEMENT EXPENSES	$93,321	-	$93,321	-	0.8%
Other (as described)	UNRELATED BUSINESS INCO	-$108,400	-	-$108,400	-	-1.0%
Total		$11,388,972				100%

View the filing

2015 · Form 990 · $11,562,793 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$10,014,347	$10,014,347	-	-	86.6%
Fees: investment management		$1,046,007	-	$1,046,007	-	9.0%
Other (as described)	UNRELATED BUSINESS INCO	$407,414	-	$407,414	-	3.5%
Other (as described)	MANAGEMENT EXPENSES	$95,025	-	$95,025	-	0.8%
Total		$11,562,793				100%

View the filing

2014 · Form 990 · $10,481,244 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$9,270,849	$9,270,849	-	-	88.5%
Fees: investment management		$1,110,335	-	$1,110,335	-	10.6%
Other (as described)	MANAGEMENT EXPENSES	$100,060	-	$100,060	-	1.0%
Total		$10,481,244				100%

View the filing

2013 · Form 990 · $9,202,455 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$8,065,952	$8,065,952	-	-	87.7%
Fees: investment management		$846,084	-	$846,084	-	9.2%
Other (as described)	MANAGEMENT EXPENSES	$162,919	-	$162,919	-	1.8%
Other (as described)	UNRELATED BUSINESS INCO	$127,500	-	$127,500	-	1.4%
Total		$9,202,455				100%

View the filing

2012 · Form 990 · $7,689,410 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$6,981,189	$6,981,189	-	-	90.8%
Other (as described)	MANAGEMENT EXPENSES	$370,552	-	$370,552	-	4.8%
Fees: investment management		$337,669	-	$337,669	-	4.4%
Total		$7,689,410				100%

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2011 · Form 990 · $7,877,205 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PARTICIPANT DISTRIBUTIO	$6,954,318	$6,954,318	-	-	88.3%
Other (as described)	MANAGEMENT EXPENSES	$562,630	-	$562,630	-	7.1%
Fees: investment management		$360,257	-	$360,257	-	4.6%
Total		$7,877,205				100%

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UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC

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