2020-05-07T12:05:01-05:00 2019-09-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2018-10-01 560853674 RESEARCH TRIANGLE FOUNDATION OF NC RESE 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 LINDA HALL EVP & CFO 9195498181 2020-05-01 1 YONG ZHANG CPA P01249785 7033366400 66.98.98.5 2020-05-01 07:17:05 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 67AF02E10978DF50186A66F4465B872A534856F3 2018 2020-11-19 02:30:22Z SCOTT LEVITAN PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 55651009 0 X WWW.RTP.ORG X 1956 NC PRIMARILY ENGAGED IN THE PROMOTION AND ENCOURAGEMENT OF RESEARCH OR SCIENTIFIC LABORATORIES AND OTHER RELATED FACILITIES IN RESEARCH TRIANGLE PARK. 26 26 40 26 0 0 0 0 1362774 1171964 6669575 20097950 -184523 -3189283 7847826 18080631 39915 3232 0 0 3228797 3702723 0 0 0 1666652 -725079 4935364 2980876 2912462 15099755 102258489 141832524 22587763 42302595 79670726 99529929 X TO PROMOTE UNIVERSITY, ACADEMIC, INDUSTRY AND GOVERNMENT COLLABORATIONS LEADING TO THE ESTABLISHMENT AND MAINTENANCE OF RESEARCH, SCIENTIFIC AND TECHNOLOGY-BASED FACILITIES WITHIN THE RESEARCH TRIANGLE AND NORTH CAROLINA, CREATING QUALITY JOBS AND OPPORTUNITIES FOR CITIZENS. 0 0 538236 320501 PROVIDE FOR THE PROMOTION OF PROGRAMS FOR THE RTP COMMUNITY AND TRIANGLE REGION. 301978 0 0 PROGRAMMING AND EVENTS THAT UNITE ALL POINTS OF THE RESEARCH TRIANGLE VIA A CULTIVATION OF TOPICS AND LOCAL SPEAKERS FROM THE THREE FOUNDING UNIVERSITIES, COMPANIES AND THE COMMUNITIES AT LARGE. 111224 0 981766 PROVIDE FOR THE UPKEEP OF RTP ASSETS AND INFRASTRUCTURE TO ENHANCE THE PARK'S REPUTATION AS AN INNOVATIVE AND DYNAMIC ENVIRONMENT AND TO PROMOTE AND FOSTER RESEARCH FACILITIES IN THE 7,000 ACRE RESEARCH TRIANGLE PARK. 3232 3232 0 CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH, AND TO IMPROVE SOCIAL WELFARE WITHIN THE COMMUNITY. 0 0 0 PARK CENTER 100 ACRES REDEVELOPMENT PROVIDES INNOVATORS TO COME TOGETHER TO BE INSPIRED, PROVIDE A PLACE FOR LEADERS IN TECHNOLOGY, SCIENCE, THE ARTS AND THE HUMANITIES TO COLLABORATE AND CREATE JOBS AND A BETTER FUTURE FOR ALL NORTH CAROLINIANS. THE DEVELOPMENT INCLUDES RETAIL, RESIDENTIAL AND OFFICE AMENITIES WITH PLETHORA OF PUBLIC PARKS AND SPACE THAT WILL BE USED BY ENTREPRENEURS AND NORTH CAROLINIANS. 3232 3232 0 954670 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 45 0 1 40 1 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X LINDA HALL CFO 9194331664 12 DAVIS DRIVE RESEARCH TRIANGLE PARK NC 27709 SMEDES YORK CHAIRMAN 1.00 X X 0 0 0 JOHN CECIL DIRECTOR 1.00 X 0 0 0 KEVIN GUSKIEWICZ DIRECTOR 1.00 X 0 0 0 ANITA BROWN-GRAHAM DIRECTOR 1.00 X 0 0 0 JUD BOWMAN DIRECTOR 1.00 X 0 0 0 CHARLES FRANCIS DIRECTOR 1.00 X 0 0 0 DR E WAYNE HOLDEN DIRECTOR 1.00 X 0 0 0 OLIVIA HOLDING DIRECTOR 1.00 X 0 0 0 J WALTER MCDOWELL III DIRECTOR 1.00 X 0 0 0 BARBARA MULKEY DIRECTOR 1.00 X 0 0 0 D KEITH PIGUES DIRECTOR 1.00 X 0 0 0 ROBERT A INGRAM DIRECTOR 1.00 X 0 0 0 DR TALLMAN TRASK III DIRECTOR 1.00 X 0 0 0 DR KIMBERLY JENKINS DIRECTOR 1.00 X 0 0 0 STEVEN PEARSON DIRECTOR 1.00 X 0 0 0 CLINTON CARTER DIRECTOR 1.00 X 0 0 0 ROBERT W WINSTON DIRECTOR 1.00 X 0 0 0 DR WILLIAM WOODSON DIRECTOR 1.00 X 0 0 0 MICHAEL GOODMON DIRECTOR 1.00 X 0 0 0 DR JOHNSON AKINLEYE DIRECTOR 1.00 X 0 0 0 HUGH ALLEN DIRECTOR 1.00 X 0 0 0 FRAN O'SULLIVAN DIRECTOR 1.00 X 0 0 0 DR VINCENT PRICE DIRECTOR 1.00 X 0 0 0 RICHARD L DAUGHERTY DIRECTOR EMERITUS 1.00 X 0 0 0 DAVID L WARD JR DIRECTOR EMERITUS 1.00 X 0 0 0 JOHN C BRANLTEY III DIRECTOR EMERITUS 1.00 X 0 0 0 SCOTT LEVITAN PRESIDENT/CEO 40.00 X 407959 0 64366 LINDA K HALL CFO/TREASURER 40.00 X 246865 0 43510 MICHAEL PITTMAN VP MARKETING 40.00 X 119178 0 18152 774002 0 126028 3 0 1 0 MCKENNA CONSTRUCTION COMPANY INC 2000 BEARCAT WAYSTE 106 MORRISVILLE NC 27560 CONSTRUCTION 8117140 STRATEGIC CONNECTIONS INC 3000 SPRING FOREST ROAD RALEIGH NC 27616 TEHNOLOGY SYSTEMS INTEGRATION 769175 CUSHMAN & WAKEFIELD 3015 CARRINGTON MILL BLVD SUITE 41 MORRISVILLE NC 27560 COMMERCIAL REAL ESTATE BROKER 667486 PIEDMONT SERVICE GROUP PO BOX 603909 CHARLOTTE NC 28260 COMMERCIAL HVAC SERVICES 544658 VWR INTERNATIONAL LLC PO BOX 640169 PITTSBURGH PA 15264 LAB EQUIPMENT AND SUPPLIES 533251 18 SHARED EXPENSE REIMBURSEMENT 531390 981766 981766 CONFERENCE INCOME 900001 190198 190198 1171964 933114 933114 5100004 8419590 -3319586 -3319586 -3319586 24777230 23538394 26404981 2745807 -1627751 20792587 19164836 19164836 MISCELLANEOUS 900001 130303 130303 130303 18080631 -2017319 0 20097950 3232 3232 905805 690087 215718 1959546 1642505 317041 172394 145320 27074 487159 233958 253201 177819 145364 32455 29795 27926 1869 116005 116005 117188 117188 157357 157357 289215 85859 203356 69790 52702 17088 336708 336708 81465 2407 79058 64500 64500 50773 33210 17563 212362 199969 12393 3505283 3496717 8566 111375 62309 49066 OTHER - BUILDING REPAIR 1416243 1416243 PROPERTY TAX 865275 865275 PARTNERSHIP PROGRAM 176361 176361 RENT EXPENSE RECLASS -8419590 -8419590 94816 94816 2980876 954670 2026206 0 1751511 803326 576753 2105319 905744 2116166 99090291 11496107 71620250 87594184 100574 47435316 26309819 1457291 993838 320922 102258489 141832524 5127285 3756118 199398 193165 15092021 35878252 2169059 2475060 22587763 42302595 X 79670726 99529929 79670726 99529929 102258489 141832524 X 15099755 1179758 3579690 X X 0 1 X 1 0 0 1 X 29868210 12592202 42460412 44605463 8301375 36304088 4057967 3194732 863235 7966449 7966449 87594184 LEASE DEPOSITS 446806 DUE TO RELATED PARTIES 1062506 DEFERRED COMPENSATION 965748 2475060 X PART IV, LINE 2B: THE FOUNDATION IS RESPONSIBLE FOR THE MANAGEMENT OF INVESTED FUNDS FOR TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES, INC. ("TUCASI"), A 501(C)(3) ORGANIZATION LOCATED IN RESEARCH TRIANGLE PARK THAT SUPPORTS JOINT RESEARCH AND EDUCATIONAL PROJECTS BETWEEN THREE MAJOR UNIVERSITIES IN THE AREA. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AT SEPTEMBER 30, 2019 AND 2018 AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. X X 0 0 0 0 0 0 0 0 0 SCOTT LEVITAN PRESIDENT/CEO 340534 0 50000 0 17425 0 40437 0 23929 0 472325 0 0 0 LINDA K HALL CFO/TREASURER 210466 0 35157 0 1242 0 24843 0 18667 0 290375 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND AUDIT COMMITTEE REVIEW THE DRAFT FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS ENFORCED BY EACH DIRECTOR COMPLETING QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE USES THE COMPARABLE SALARY INFORMATION IN THE COMPENSATION REVIEW PROCESS. THE HR COMMITTEE'S RECOMMENDATION IS SUBSEQUENTLY APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: EQUITY OF SUBSIDIARY 3,618,397. IMPAIRMENT LOSS -38,707. FORM 990, PART XII, LINE 2C: THE ORGANIZATIONS OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. 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