2020-04-16T15:52:11-05:00 2019-06-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2018-07-01 237050570 ATHLETIC FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ATHL 7046875432 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 ELIZABETH HARDIN TREASURER 7046875432 2020-04-16 1 YONG ZHANG P01249785 3362724551 66.98.98.134 2020-04-16 15:51:59 CD P 75C36B17B212965765F9B2A53872F996115D7FF8 75C36B17B212965765F9B2A53872F996115D7FF8 2018 2021-01-29 14:40:06Z BOB BRANNON 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 5285643 0 X N/A X 1969 NC THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 43 41 0 41 96565 -250 2311480 3501971 0 0 106316 223593 89170 274636 2506966 4000200 1141625 3233800 0 0 0 0 0 0 285690 2360885 1934203 3502510 5168003 -995544 -1167803 32652762 32264796 98371 36681 32554391 32228115 THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 0 0 4609116 3233800 0 SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID, AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, FOOTBALL AND CHEERLEADING. 21630 0 DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. 4630746 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 43 41 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X GREG VERRET 7046875432 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 ALAN COCHRANE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ALI SHERRILL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANDREA HOWARD INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANDREW MULLER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BOB BRANNON PRESIDENT 1.00 X X 0 0 0 CHARLES SIMMS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHRIS NEWSOME INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHUCK KISTLER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAN VAN DYKE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAVID GAY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DENNIS CHAMPION INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ELIZABETH A HARDIN TREASURER 1.00 40.00 X X 0 277385 57381 JACOB PHARES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JAMES LEDBETTER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFF CORLEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFF STEWART INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFFREY LEAK INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JERMAINE BURNS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JIM BOYLAN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOE JACKSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOEY COHEN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOEY NOE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KAREN REAVIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KEVIN BREWER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KEVIN BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KRISTA LONG INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KYLE STILLSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MASHERRILL KOONCE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHELLE WILLIAMSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MIKE HILL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 NIAYAI LAVIEN STU BODY PRESS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 NICK RHODES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 NILES SORENSEN INDIVIDUAL TRUSTEE 1.00 40.00 X 0 269331 50759 RICHARD DUNN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 RICK MITCHELL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ROBBIE LEWIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SADLER BARNHARDT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SALLY SISTARE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 STEVE BLAKLEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TOM PHILLIPS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TRACEY HILL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 VIN MARCELLO JR INDIVIDUAL TRUSTEE 1.00 X 0 0 0 WILLIAM WHITTAKER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MIKE HUMMER EXEC DIRECTOR 40.00 1.00 X 0 125092 31204 0 671808 139344 0 0 1 0 CHARTWELLS DINING SERVICES 9201 UNIVERSITY BOULEVARD CHARLOTTE NC 28223 CATERING 211193 1 358204 3143767 142637 3501971 141240 141240 1253313 1170960 82353 82353 82353 279722 358204 114483 165239 165239 PARKING 812930 96565 96565 OTHER INCOME 900099 12832 12832 109397 4000200 0 96565 401664 3233800 3233800 1936 1936 21251 21251 71682 71682 402919 119360 66085 217474 100041 17581 35220 47240 125674 110261 2867 12546 978268 970782 160 7326 28551 28551 40762 30489 9169 1104 REPAIRS AND MAINTENANCE 100778 100778 OTHER EXPENSE 62341 19144 43197 0 5168003 4630746 251567 285690 12454194 12166793 5103966 4081725 93384 65416 12957 7620 234164 123185 861278 129005 760824 732273 12889492 14178476 1103781 909308 32652762 32264796 98371 36681 98371 36681 X 5782019 5042843 19498618 18497809 7273754 8687463 32554391 32228115 32652762 32264796 X -1167803 812814 28713 X X 0 1 X 1 0 X 3832605 2738159 3438357 2311480 3501971 15822572 635272 714115 624936 772070 2746393 3832605 3373431 4152472 2936416 4274041 18568965 2201102 16367863 1453 5044 57037 94860 141240 299634 101080 80003 0 181083 369094 303321 1003409 402927 389119 2467870 21517552 1333781 0.76070 0.81460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 454. 2015 AMOUNT: $ 15,767. 2016 AMOUNT: $ 611,655. 2017 AMOUNT: $ 134,861. 2018 AMOUNT: $ 109,397. FUNDRAISING INCOME - 2014 AMOUNT: $ 368,640. 2015 AMOUNT: $ 287,554. 2016 AMOUNT: $ 391,754. 2017 AMOUNT: $ 268,066. 2018 AMOUNT: $ 279,722. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13203053 1553829 848729 1065790 53969 14485852 12175984 284773 1115449 319941 53212 13203053 10790680 807824 1142653 513397 51776 12175984 13731745 331159 -236767 2984666 50791 10790680 12766068 252252 1037825 291960 32440 13731745 0.34040 0.57240 0.08720 1 1 1 861278 129005 732273 732273 UNCCIF EXTERNAL INVESTMENT POOL 14178476 F 14178476 X 5656598 812814 772070 28713 1613597 4043001 71682 -114483 -42801 4000200 5982874 772070 114483 886553 5096321 71682 71682 5168003 PART V, LINE 4: ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES, AND ATHLETIC PROGRAMS AND OPERATIONS. PART X, LINE 2: THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2019 AND 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 28,713. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII -114,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 114,483. AUCTION 286410 6688 279722 17767 13524 12000 LET ME PLAY FUNDRAISER 180598 180598 7161 15193 2 170918 170918 21748 1336 25754 637926 358204 279722 39515 22021 52947 114483 165239 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 3052617 181183 FAIR MARKET VALUE ATHLETIC EQUIPMENT AND FACILITIES IMPROVEMENT OF ATHLETIC EQUIPMENT AND FACILITIES 1 0 PART I, LINE 2: THE ATHLETIC FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY AS STATED IN THE BYLAWS OF THE ATHLETIC FOUNDATION. AS SUCH, GRANT FUNDS ARE GIVEN SOLELY TO THE UNIVERSITY. THE ATHLETIC FOUNDATION MAINTAINS DETAILED RECORDS OF THE GIFTS. 0 0 0 0 0 0 0 0 0 ELIZABETH A HARDIN TREASURER 0 277385 0 0 0 0 0 50777 0 6604 0 334766 0 0 NILES SORENSEN INDIVIDUAL TRUSTEE 0 258122 0 0 0 11209 0 36135 0 14624 0 320090 0 0 MIKE HUMMER EXEC DIRECTOR 0 116837 0 0 0 8255 0 21864 0 9340 0 156296 0 0 X 2864 124870 MARKET QUOTATION X AUCTION EVENT INVENTORY 950 17767 RETAIL VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD INCLUDES SEVERAL EX-OFFICIO MEMBERS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. IN ADDITION, THE CHANCELLOR APPOINTS ONE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWD BY TREASURY SERVICES. AFTER IT IS RELEASED FROM THE INTERNAL REVIEW PROCESS, THE FORM 990 IS FORWARDED TO THE DESIGNATED OFFICER TO DISTRIBUTE TO EACH BOARD MEMBER OF THE GOVERNING BODY OF THE OF THE ORGANIZATION. THE BOARD IS ALLOWED SUFFICIENT TIME TO RESPOND TO THE ORGANIZATION WITH QUESTIONS. ONCE THESE QUESTIONS, IF ANY, ARE ANSWERED, THE RETURN IS RELEASED TO BE ELECTRONICALLY FILED. THIS PROCESS USES ELECTRONIC FILE TRANSFERS FOR THE RETURN WITH QUESTIONS AND ANSWERS EXCHANGED BETWEEN THE FULL BOARD VIA EMAIL AND/OR TELECONFERENCING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAILED QUESTIONNAIRES TO BOARD MEMBERS AND THE RETURNED DOCUMENTS WERE REVIEWED BY THE ORGANIZATION TO DETERMINE ANY INSTANCES OF A CONFLICT OF INTEREST. A FORMAL POLICY HAS BEEN APPROVED. 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: CHANGE IN CASH SURRENDER VALUE 28,713. FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE: THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 562276950 INVESTMENTS NC 501(C)(3) LINE 12A, I UNIVERSITY OF NC CHARLOTTE 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 UNIVERSITY NC GOVERNMENT UNIT N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 UNIVERSITY OF NC AT CHARLOTTE B 3233800 FMV