2019-11-07T16:51:12-06:00 2019-03-31 KPMG LLP 8350 Broad Street Suite 900 McLean VA 22102 990 2018-04-01 131624241 UNITED NEGRO COLLEGE FUND INC % SETH BARDU UNIT 2028100274 1805 7TH STREET NW WASHINGTON DC 20001 SETH BARDU SVP & CFO 2028100215 2019-11-01 true KAY THIES P01404047 7032868000 2019-11-01 167.68.102.5 54028020193115000000 2019-11-07 P EB2737A96B8F377BD085BED9F3BA68158C374A96 EB2737A96B8F377BD085BED9F3BA68158C374A96 2018 2020-01-14 16:20:31Z EARLY REESE 1805 7TH STREET NW WASHINGTON DC 20001 2345350475 false X WWW.UNCF.ORG X 1944 NY SEE SCHEDULE O 31 31 255 2809 197182 171696 67822789 60370684 247678 415608 21207523 14083032 0 0 89277990 74869324 130270154 116796401 0 0 20108973 20586406 0 30000 13490139 21343642 23795251 171722769 161208058 -82444779 -86338734 684164775 604129080 46911263 45872685 637253512 558256395 X SEE SCHEDULE O false false 82908661 77211833 GATES MILLENNIUM SCHOLARS PROGRAM 41528867 25019007 direct program expenditures related to disbursements of scholarships and costs for evaluating eligibility for scholarships and expenses associated with providing technical assistance to member schools and other institutions. 1885649 Institutional services provided to member institutions of UNCF. MEMBER INSTITUTION DISTRIBUTION & SUBLEASE 15414090 14565561 415608 rental income 15414090 14565561 415608 141737267 true true false true false false false true false true true true false false true true true false false false true false false true true false false true true true true false true false false false false false false false false true false false false false false false false false true X 525 0 true 255 true true true false false false false true true false false false false false false X 31 31 false false true false true true true true true false false true true true true true true true true false AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X SETH BARDU 2028100274 1805 7TH STREET NW WASHINGTON DC 20001 X MR WILLIAM F STASIOR CHAIR OF THE BOARD 0.08 0.0 X X 0 0 0 MR ALFRED G GOLDSTEIN VICE CHAIR 0.07 0.0 X X 0 0 0 DR BEVERLY WADE HOGAN ID, VICE CHAIR (until 3/7/19) 0.08 0.0 X X 0 0 0 MR KEVIN W WILLIAMS VICE CHAIR 0.06 0.0 X X 0 0 0 DR A CHARLES THOMAS BOARD MEMBER 0.06 0.0 X 0 0 0 MR ALOYSIUS ISH MCLAUGHLIN BOARD MEMBER 0.07 0.0 X 0 0 0 DR ANDREA LEWIS MILLER Institutional Director 0.06 0.0 X 0 0 0 MR ANDREW P SWIGER BOARD MEMBER 0.06 0.0 X 0 0 0 MR BEN-SABA HASAN BOARD MEMBER 0.07 0.0 X 0 0 0 DR BILLY C HAWKINS ID, Vice Chair (Since 3/6/19) 0.08 0.0 X X 0 0 0 DR C REYNOLD VERRETT Institutional Director 0.07 0.0 X 0 0 0 MS CELIA COLBERT BOARD MEMBER 0.07 0.0 X 0 0 0 DR COLETTE PIERCE BURNETTE Institutional Director 0.08 0.0 X 0 0 0 MR DAVID SABLE BOARD MEMBER 0.06 0.0 X 0 0 0 DR EDWARD L WHEELER Institutional Director 0.07 0.0 X 0 0 0 DR ERNEST C MCNEALEY Institutional Director 0.06 0.0 X 0 0 0 DR EVERETT B WARD Inst Dir (Until 3/12/19) 0.05 0.0 X 0 0 0 MS GERRI MASON HALL BOARD MEMBER 0.06 0.0 X 0 0 0 MS GLENDA GOODLY MCNEAL BOARD MEMBER (Until 3/7/19) 0.04 0.0 X 0 0 0 MR K C CROSTHWAITE BOARD MEMBER 0.06 0.0 X 0 0 0 MS LAURIE READHEAD BOARD MEMBER 0.07 0.0 X 0 0 0 DR LOGAN C HAMPTON Institutional Director 0.07 0.0 X 0 0 0 DR MARY SCHMIDT CAMPBELL Institutional Director 0.06 0.0 X 0 0 0 MR MICHAEL NORRIS BOARD MEMBER 0.06 0.0 X 0 0 0 MR MILTON H JONES JR BOARD MEMBER 0.07 0.0 X 0 0 0 DR RICHARD FINK BOARD MEMBER 0.06 0.0 X 0 0 0 DR RODERICK L SMOTHERS SR Institutional Director 0.08 0.0 X 0 0 0 DR RONALD A JOHNSON Inst Dir (until 12/7/18) 0.03 0.0 X 0 0 0 DR ROSLYN CLARK ARTIS Inst Dir (until 3/7/19) 0.06 0.0 X 0 0 0 MS SHARON MURPHY BOARD MEMBER 0.06 0.0 X 0 0 0 MR SOL GINDI BOARD MEMBER 0.06 0.0 X 0 0 0 MS TERESA M SEBASTIAN BOARD MEMBER 0.07 0.0 X 0 0 0 DR W FRANKLIN EVANS Institutional Director 0.06 0.0 X 0 0 0 DR WALTER M KIMBROUGH Institutional Director 0.07 0.0 X 0 0 0 MR WILLIAM GIPSON BOARD MEMBER 0.06 0.0 X 0 0 0 MR WILLIAM SHAW BOARD MEMBER(until 6/21/2018) 0.02 0.0 X 0 0 0 Ms Dorothy Buckhanan Wilson Board Member(until 06/21/2018) 0.02 0.0 X 0 0 0 Dr Glenda Baskin Glover Board Member 0.06 0.0 X 0 0 0 DR MICHAEL L LOMAX PRESIDENT & CEO 50.0 0.0 X 662813 0 175478 MR EARLY REESE COO, (Treasurer Until 3/7/19) 50.0 0.0 X 423462 0 116264 MS DESIREE C BOYKIN VP Gen'l Counsel & Secretary 50.0 0.0 X 236873 0 29801 MR BRANDON FITZGERALD Assoc GC & Assist Secy 50.0 0.0 X 154050 0 10015 Mr Seth Bardu SVP, CFO (Treasurer 3/7/19) 50.0 0.0 X 133865 0 0 MR MAURICE E JENKINS EVP&CHIEF DEVELOPMENT OFFICER 50.0 0.0 X 331659 0 64816 MS LAJUAN LYLES SENIOR VP/HR & ADMINISTRATION 50.0 0.0 X 284379 0 35018 MR LAWRENCE GRIFFITH JR SVP, SCHOLARSHIPS & PROGRAMS 50.0 0.0 X 278310 0 25597 DR BRIAN BRIDGES VP, RESEARCH & MEMBER ENGAGMNT 50.0 0.0 X 206020 0 38148 MR RICHARD M SHROPSHIRE VP Mktg, Branding & Comms 50.0 0.0 X 209551 0 9410 MR ROBERT W RUCKER VP, IT & PROJ MGMT OFFICE 50.0 0.0 X 193297 0 17023 Ms Paulette Jackson VP Dev, Headquarters 50.0 0.0 X 198259 0 21183 Mr Lodriquez Murray SVP,PUBLIC POLICY & GOVT AFFAI 50.0 0.0 X 202129 0 2484 3514667 0 545237 48 false true false MOORE WALLACE DBA RR DONNELLEY PO BOX 809284 CHICAGO IL 60680 DT. MAIL & PRINTING 2881268 Progression Place 2216 Martin Luther King Jr Ave SE WASHINGTON DC 20020 Building Maintenance 709742 Economic Modeling LLC 500 Walzem Road SAN ANTONIO TX 78218 Data Analytics 675000 VONAGE 7900 WESTPARK DRIVE SUITE A-315 MCLEAN VA 22102 Cloud Communication 661107 Blackbaud 2300 Wilson BoulevardSuite 420 ARLINGTON VA 22201 Software Supplier 534099 23 794806 11216838 48359040 60370684 RENTAL INCOME 900099 415608 415608 415608 16054720 197182 15857538 0 0 0 0 0 2263231443 2265203131 -1971688 -1971688 -1971688 5278020 11216838 5278020 0 0 0 0 0 0 0 74869324 415608 197182 13885850 79875797 79875797 36920604 36920604 0 0 2686933 2686933 0 13925205 6173085 2154175 5597945 817885 362571 126524 328790 1889592 837662 292312 759618 1266791 477335 356594 432862 4038432 3034715 309593 694124 130368 14917 115451 295165 85000 210165 0 30000 30000 2107566 1396932 710634 0 263641 182347 17008 64286 4443589 549462 347166 3546961 1872845 1172742 125388 574715 0 2507252 1202851 320910 983491 2977682 2519318 124738 333626 0 2640850 2476691 35494 128665 74249 74249 0 1500537 626515 874022 144435 24279 120156 BAD DEBT EXPENSE 798640 783584 15056 INDIRECT COST RECOVERY 3020860 -3020860 161208058 141737267 5980652 13490139 14966607 11057845 62158000 71920026 34493193 37293380 0 0 0 0 0 0 0 0 0 0 610444 0 34031134 7825338 27054396 26205796 410830181 324617756 126905421 126645319 0 0 0 0 7146533 6388958 684164775 604129080 8820460 9298635 0 0 0 0 28876518 28032770 0 0 0 0 1925455 889620 0 0 7288830 7651660 46911263 45872685 X -3909847 -2278596 570929962 490224962 70233397 70310029 637253512 558256395 684164775 604129080 -86338734 6429384 912233 X X false true X true false X 197925634 231032646 53952100 67822789 60370684 611103853 0 0 197925634 231032646 53952100 67822789 60370684 611103853 269957350 341146503 21285047 19880691 18359899 16669418 16054720 92249775 2056 159284 161340 0 703514968 1193457 0.48492 0.44390 X false false false true 0 true 17306 false true 408508 false false 425814 false Schedule C, Part II-B, Line 1 UNCF LOBBIES ON BEHALF OF HISTORICALLY BLACK COLLEGES AND UNIVERSITIES HBCUS AND FOR FEDERAL EDUCATION POLICIES AND RESOURCES FAVORABLE TO MINORITY STUDENTS. 1414250 X X X See Sch. D, Part XIII false 103734086 79196 1651790 4723237 100741835 97514294 1821032 8893215 4494455 103734086 91155802 278805 10067981 3988294 97514294 96901536 1401039 -3226876 3919897 91155802 89048266 5946432 5859480 3952642 96901536 0.04600 0.69800 0.25600 false false 6350000 6350000 22958557 3598184 19360373 3441363 3349568 91795 1281214 877586 403628 26205796 21804392 F 41126821 F US AND GLOBAL EQUITIES 52225450 F FIXED INCOME 11488656 F 126645319 0 ACCRUED DISTRIBUTION TO MEMBER INSTITUTIONS 7651660 7651660 X 80103375 6429384 912233 7341617 72761758 2107566 2107566 74869324 159100492 159100492 2107566 2107566 161208058 SCHEDULE D, PART III, LINE 3E DISTRIBUTIONS IN LINE WITH DONOR'S INTENT SCHEDULE D, PART III, LINE 4 UNCF'S COLLECTION ITEMS CONSISTED OF $6,929,250 IN DONATED WORKS OF ART RECEIVED FROM THE ESTATE OF BENNY ANDREWS FOUNDATION, INC. AN INDEPENDENT APPRAISAL WAS USED TO MEASURE THE FAIR VALUE AT DATE OF GIFT. THERE WERE NO DISTRIBUTIONS OF ART WORK DURING FISCAL YEAR ENDED MARCH 31, 2019. HOWEVER, ART WORK VALUED AT $5,340,000 HAS BEEN DISTRIBUTED TO DATE IN ACCORDANCE WITH THE DONOR'S INTENT. THE REMAINING COLLECTIONS ON HAND AS OF MARCH 31, 2019 VALUED AT $1,414,250 ARE HELD WITHIN A SECURED ENVIRONMENT FOR FUTURE PLANNED DISTRIBUTION. SCHEDULE D, PART V, LINE 4 UNCF'S ENDOWMENTS CONSIST OF 171 PROGRAMS ESTABLISHED FOR THE PURPOSE OF FUNDING SCHOLARSHIPS. NET ASSETS ASSOCIATED WITH THE ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. SCHEDULE D, PART X, LINE 2 UNCF also follows the provisions of FASB ASC Topic 740-10, Income Taxes. Management believes it has no material uncertain tax positions or any related penalties and interest to accrue for the years ended March 31, 2019 and 2018, and, accordingly, there is no liability for unrecognized tax benefits. UNCF files IRS Form 990 annually with the Federal Government and is still open to examination by taxing authorities for fiscal year 2012 and later. On December 22, 2017, the President of the United States of America signed H.R.1, the Tax Cuts and Jobs Act, which includes several changes relevant to tax exempt organizations, primarily related to unrelated business income, net operating losses, certain new excise taxes, and changes affecting the deductibility of certain expenses. Management has determined that the new law does not have a significant impact on the organization's financial statements. Europe (Including Iceland and Greenland) Investments 8680000 East Asia and the Pacific Investments 10316800 18996800 18996800 true false true false true false SCHEDULE F, PART I, LINE 3 THE TOTAL REPORTED IN COLUMN (F) REPRESENTS THE MARKET VALUE OF THESE INVESTMENTS AS OF MARCH 31, 2019. true The Rae McKenzie Group 5245 Wayzata Blvd 314 St Louis Park MN 55416 Various false 0 30000 -30000 0 30000 -30000 NCF 75th Annive 3271722 2847589 424133 169814 59140 195179 Atlanta Mask Ba 1350674 1041726 308948 224389 84559 88 11872462 7327523 4544939 1801670 2512277 230992 16494858 11216838 5278020 1971484 2795806 510730 5278020 1805 7TH STREET NW WASHINGTON DC 20001 true ALLEN UNIVERSITY 1530 HARDEN STREET COLUMBIA SC 29204 570341191 501(c)(3) 386850 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN BENEDICT COLLEGE HARDEN AND BAND STREETS COLUMBIA SC 29204 570314365 501(c)(3) 1070805 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN BENNETT COLLEGE FOR WOMEN 900 E Washington St GREENSBORO NC 27401 560532296 501(c)(3) 1029420 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN BETHUNE-COOKMAN UNIVERSITY 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 590704726 501(c)(3) 844978 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN CLAFLIN UNIVERSITY 400 MAGNOLIA STREET ORANGEBURG SC 29115 570314374 501(c)(3) 1294999 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DRIVE ATLANTA GA 30314 581825259 501(c)(3) 1445972 91491 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSIST,AREA OFFICE JOINT CAMPAIGN DILLARD UNIVERSITY 2601 GENTILLY BLVD NEW ORLEANS LA 70122 720408929 501(c)(3) 1131544 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN EDWARD WATERS COLLEGE 1658 KINGS ROAD JACKSONVILLE FL 32209 591146751 501(c)(3) 490352 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN FISK UNIVERSITY 1000 17TH AVENUE NORTH NASHVILLE TN 37208 620202000 501(c)(3) 762505 214631 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSISTANT,AREA OFFICE JOINT CAMPAIGN FLORIDA MEMORIAL UNIVERSITY 15800 NW 42ND AVENUE MIAMI FL 33054 590668483 501(c)(3) 514521 200055 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSISTANT,AREA OFFICE JOINT CAMPAIGN HUSTON TILLOTSON UNIVERSITY 900 CHICON STREET AUSTIN TX 78702 741180151 501(c)(3) 701811 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN INTERDENOMINATIONAL THEOLOGICAL CENTER 700 MLK Jr Drive SW ATLANTA GA 30314 580814544 501(c)(3) 377267 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN JARVIS CHRISTIAN COLLEGE HIGHWAY 80 WEST PO BOX 1470 HAWKINS TX 75765 750995027 501(c)(3) 565413 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN JOHNSON C SMITH UNIVERSITY 100 BEATTIES FORD ROAD CHARLOTTE NC 28216 250983069 501(c)(3) 409165 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN LANE COLLEGE 545 LANE AVENUE JACKSON TN 38301 620570060 501(c)(3) 518574 216504 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSISTANT, AREA OFFICE JOINT CAMPAIGN LEMOYNE OWEN COLLEGE 807 WALKER AVENUE MEMPHIS TN 38126 620475690 501(c)(3) 572410 211783 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSIST,AREA OFFICE JOINT CAMPAIGN LIVINGSTONE COLLEGE 701 WEST MONROE STREET SALISBURY NC 28144 560603922 501(c)(3) 481331 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN MILES COLLEGE 5500 MYRON MASSEY BLVD FAIRFIELD AL 35064 630400608 501(c)(3) 508736 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN MOREHOUSE COLLEGE 830 WESTVIEW DRIVE SW ATLANTA GA 30314 580566205 501(c)(3) 1813106 172086 FMV BLOOMBERG GRANTS & SCHOLARSHIPS,TECH ASSIST,AREA OFFICE JOINT CAMPAIGN MORRIS COLLEGE 100 WEST COLLEGE STREET SUMTER SC 29150 576000734 501(c)(3) 297672 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN OAKWOOD UNIVERSITY 7000 ADVENTIST Blvd NW HUNTSVILLE AL 35896 630366652 501(c)(3) 736464 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN PAINE COLLEGE 1235 15TH STREET AUGUSTA GA 30901 237434499 501(c)(3) 382347 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN PHILANDER SMITH COLLEGE ONE TRUDDIE KIBBE REED DRIVE LITTLE ROCK AR 72202 710239729 501(c)(3) 591516 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN RUST COLLEGE 150 RUST AVENUE HOLLY SPRINGS MS 38635 640303805 501(c)(3) 582662 193691 FMV BLOOMBERG GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN SAINT AUGUSTINE'S UNIVERSITY 1315 OAKWOOD AVENUE RALEIGH NC 27610 560547478 501(c)(3) 409092 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN SHAW UNIVERSITY 118 EAST SOUTH STREET RALEIGH NC 27611 560530235 501(c)(3) 466874 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN SPELMAN COLLEGE 350 SPELMAN LANE SW ATLANTA GA 30314 580566243 501(c)(3) 2261523 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN STILLMAN COLLEGE 3601 STILLMAN Blvd PO BOX 1430 TUSCALOOSA AL 35403 630315935 501(c)(3) 327949 193691 FMV BLOOMBERG GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN TALLADEGA COLLEGE 627 WEST BATTLE STREET TALLADEGA AL 35160 630288870 501(c)(3) 385136 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN TEXAS COLLEGE 2404 NORTH GRAND AVENUE TYLER TX 75712 750917417 501(c)(3) 408718 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN TOUGALOO COLLEGE 500 WEST COUNT LINE ROAD TOUGALOO MS 39174 640303093 501(c)(3) 475985 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN TUSKEGEE UNIVERSITY CARNEGIE HALL 2ND FLOOR TUSKEGEE AL 36088 630288878 501(c)(3) 899933 215939 FMV BLOOMBERG GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN VIRGINIA UNION UNIVERSITY 1500 N Lombardy St RICHMOND VA 23220 540524516 501(c)(3) 501614 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN VOORHEES COLLEGE 103 ACADEMIC CIRCLE DENMARK SC 29042 570329786 501(c)(3) 738106 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN WILBERFORCE UNIVERSITY PO BOX 1001 WILBERFORCE OH 45384 310604719 501(c)(3) 605051 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN WILEY COLLEGE 711 WILEY AVENUE MARSHALL TX 75670 750818183 501(c)(3) 692444 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN XAVIER UNIVERSITY ONE DREXEL DRIVE PO BOX 121 NEW ORLEANS LA 70125 720635884 501(c)(3) 1984589 91491 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN AMERICAN INDIAN GRADUATE CENTER SCHOLARS 3701 SAN MATEO BLVD NE SUITE 200 ALBUQUERQUE NM 87110 850477062 501(c)(3) 8859114 0 GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FU 2025 M STREET NW SUITE 610 WASHINGTON DC 20036 571192973 501(c)(3) 12119170 0 GRANTS & SCHOLARSHIPS HISPANIC SCHOLARSHIP FUND 55 SECOND STREET SUITE 1500 SAN FRANCISCO CA 94105 521051044 501(c)(3) 25416653 0 special event The University of West Alabama UWA Station 3 Livingstone AL 35470 636001100 501(c)(3) 234000 0 Career Pathways Initiative Grants Tennessee State University Floyd Payne Campus Center 343 3500 John Merrite Blvd Nashville TN 37209 620786119 501(c)(3) 300000 0 Career Pathways Initiative Grant Norfolk State University 700 Park Avenue Suite 130 Norfolk VA 23504 237235954 501(c)(3) 308500 0 Career Pathways Initiative Grant Morgan State University 1700 E Cloud Spring Lane Truth Hall 201 Baltimore MD 21251 237089143 501(c)(3) 300000 0 Career Pathways Initiative Grant Lincoln University 1570 Baltimore Pike POBox 179 MSC 190 Lincoln PA 19352 231352655 501(c)(3) 20000 0 special event Fayetteville State University 1200 Murchinson Road Fayetteville NC 28301 561238736 501(c)(3) 302670 0 Career Pathways Initiative Grant Cheyney University 1837 University Circle Cheyney PA 19319 232478688 501(C)(3) 20000 0 Special Event Paul Quinn College 3837 Simpson Stuart Road Dallas TX 75241 741238438 501(C)(3) 30816 0 Special Event Atlanta University Center 62 Morris Brown Dr SW Atlanta GA 30314 581261795 501(C)(3) 0 25783 FMV Bloomberg Tech Assistance 49 Various scholarships 5153 36092792 Stipends, honorariums and fellowships 725 827812 SCHEDULE I, PART 1, LINE 2 WITH EACH GRANT RECEIVED UNCF DEVELOPS GUIDELINES FOR THE DISBURSEMENT OF SCHOLARSHIP FUNDS WHICH ARE OUTLINED IN A GRANT AGREEMENT WITH THE GRANTING AGENCY. THE GUIDELINES MAY INCLUDE A COMBINATION OF SELECTION CRITERIA TO INCLUDE: FINANCIAL NEED, MAJOR, GRADE POINT AVERAGE, RESIDENCY, COMMUNITY SERVICE AND OTHER FACTORS MUTUALLY AGREED UPON FOR EACH SCHOLARSHIP FUND. STUDENTS APPLY FOR SCHOLARSHIPS THROUGH UNCF'S ONLINE APPLICATION TOOL. EACH APPLICANT IS REVIEWED BASED ON THE DESIGNATED ELIGIBILITY REQUIREMENTS FOR THE SCHOLARSHIP. UNCF'S ONLINE APPLICATION INCLUDES A WEIGHTED SCORING SYSTEM TO EVALUATE THE APPLICATIONS. ITEMS ARE WEIGHTED UP TO A TOTAL POINTS SYSTEM OF 100 POINTS. ACADEMIC PERFORMANCE (GPA), HONORS AND AWARDS, COMMUNITY SERVICE, PAID EMPLOYMENT, LEADERSHIP ACTIVITIES AND ESSAYS ARE ITEMS THAT ARE EVALUATED. UNCF FOLLOWS AGREED UPON GUIDELINES AND TIMELINES TO MONITOR THE USE OF FUNDS. X X X X X false true false false false false false false false DR MICHAEL L LOMAX PRESIDENT & CEO 515681 100000 47132 119250 56228 838291 MR EARLY REESE COO, (Treasurer Until 3/7/19) 354365 53510 15587 105750 10514 539726 MS DESIREE C BOYKIN VP Gen'l Counsel & Secretary 205906 30000 967 9315 20486 266674 MR BRANDON FITZGERALD Assoc GC & Assist Secy 146100 7500 450 891 9124 164065 MR MAURICE E JENKINS EVP&CHIEF DEVELOPMENT OFFICER 272975 42120 16564 55143 9673 396475 MS LAJUAN LYLES SENIOR VP/HR & ADMINISTRATION 245345 34635 4399 15899 19119 319397 MR LAWRENCE GRIFFITH JR SVP, SCHOLARSHIPS & PROGRAMS 221863 35280 21167 15600 9997 303907 DR BRIAN BRIDGES VP, RESEARCH & MEMBER ENGAGMNT 193719 10000 2301 13639 24509 244168 MR RICHARD M SHROPSHIRE VP Mktg, Branding & Comms 197891 9880 1780 9410 218961 MR ROBERT W RUCKER VP, IT & PROJ MGMT OFFICE 179542 9015 4740 17023 210320 Ms Paulette Jackson VP Dev, Headquarters 169166 25555 3538 11868 9315 219442 Mr Lodriquez Murray SVP,PUBLIC POLICY & GOVT AFFAI 176316 25500 313 2484 204613 Schedule J, Part I, Line 4 NON-QUALIFIED DEFERRED COMPENSATION PLANS ARE IN PLACE FOR DR. MICHAEL LOMAX, PRESIDENT & CEO; MR EARLY REESE, COO & TREASURER AND MR. MAURICE JENKINS, EVP & CHIEF DEVELOPMENT OFFICER. THE TERMS AND CONDITIONS OF EACH OF THE RETIREMENT PLANS ARE IN KEEPING WITH THOSE OFFERED BY COMPARABLE INSTITUTIONS AND ARE DESIGNED TO ENSURE LONG-TERM TENURE. NO MONIES WERE DISBURSED DURING 2018 IN ACCORDANCE WITH IRS RULES WHICH STIPULATE THAT TAXES BE PAID AT THE TIME FUNDS VEST, HOWEVER, in 2018 UNCF DEFERRED $100,000, $87,500 AND $40,000 RESPECTIVELY FOR DR. LOMAX, MR. REESE AND MR. JENKINS. THE AMOUNT DEFERRED IN 2018 FOR DR. LOMAX WILL BE PART OF HIS NEXT RETIREMENT PAYOUT IN 2020. Schedule J, Part II The CFO is not reported on this Schedule J due to the fact that the CFOs calendar year compensation did not meet the dollar reporting threshold as a result of the CFOs starting date beginning during the organizations fiscal year. A District of Columbia 536001131 000000000 2015-08-06 31565000 SEE SCH. K PART VI false false false A 0 0 31565000 0 0 30933700 631300 0 0 0 0 0 2015 false true true true A false false false false 0 0.00000 0.00000 false false false false A false true false false false false 0 false 0 false false A false SCHEDULE K, PART I, LINE A, COLUMN F ADVANCE REFUNDING OF EXISTING 2010 BONDS ORIGINALLY ISSUED 12/23/2010. false true false FORM 990, PART I, LINE 1 The United Negro College Fund's mission is to 1) Build a robust and nationally recognized pipeline of under-represented students who, because of UNCF support, become highly-qualified college graduates and 2) to ensure that our network of member institutions is a respected model of best practice in moving students to and through college. FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION UNCF IS BUILDING A PATHWAY OF EDUCATIONAL SUPPORT FROM K-12 THROUGH COLLEGE AND CAREER. THE SCOPE, BREADTH, DEPTH AND VARIETY OF WORK UNCF DOES EXTENDS TO ALL THREE AREAS OF ITS CONCENTRATION 1) OUR 37 MEMBER (HBCUS) HISTORICALLY BLACK colleges & UNIVERSITIES 2) OUR SCHOLARSHIP AND STUDENT PROFESSIONAL DEVELOPMENT PROGRAMS AND 3) OUR ADVOCACY WORK WHICH INCLUDES BOTH OUR ADVOCACY FOR IMPROVED K-12 EDUCATION AND OUR LEADERSHIP IN THE POLICY ARENA. OUR MEMBER HBCUS ARE KNOWN FOR THEIR ACHIEVEMENTS IN UNDERGRADUATE EDUCATION, BUT THEY ALSO HAVE IMPRESSIVE RESULTS IN RESEARCH THAT BENEFITS THEIR STATES, REGIONS, THE COUNTRY AND THE WORLD. WORK OF LARGE SCHOLARSHIPS AND PROGRAMS ESTABLISHED BY BENEFACTORS HAVE ALSO BEEN IMPACTFUL. THIS INCLUDES THE $48 MILLION UNCF FUND II STEM SCHOLARS PROGRAM WHICH SUPPORTS THE EDUCATION OF 500 OF THE COUNTRYS BRIGHTEST AND MOST IMPRESSIVE STEM STUDENTS OF COLOR, AND THE $50 MILLION LILLY ENDOWMENT CAREER PATHWAYS INITIATIVE, A PROGRAM THAT INVESTS IN THE ABILITY OF 24 HBCUS AND PREDOMINANTLY BLACK INSTITUTIONS (PBIS) TO CREATE FOR THEIR STUDENTS PATHWAYS NOT ONLY TO AND THROUGH COLLEGE, BUT ON TO CAREERS. UNCF IS PROUD OF THE WORK THAT ITS PROGRAMS AND INITIATIVES ARE DOING AND ESPECIALLY PROUD OF THE STUDENTS WHOSE EDUCATION IS MADE POSSIBLE BY EVERY PROGRAM AND INITIATIVE WE OFFER.THESE STUDENTS AND THE COLLEGE-EDUCATED PROFESSIONALS THEY WILL BECOME ARE THE ULTIMATE TEST OF OUR EFFORTS. THEY ARE OUR DIVIDENDS. WE THANK OUR CURRENT AND FUTURE DONORS WHOSE CONTRIBUTIONS ARE USED TO INVEST IN THE BETTER FUTURES FOR THESE DESERVING STUDENTS AND THROUGH THEIR SUCCESS FOR ALL OF US. NEARLY 55,000 STUDENTS ATTEND UNCF-MEMBER INSTITUTIONS FOR THE EDUCATION THEY NEED AND DESERVE. Annually, UNCF awards more than $100 million in scholarships, and invests in students by providing more than 400 programs and 10,000 scholarships; and through UNCF, the Gates Millenium Scholars Program has removed financial barriers for 20,000 high-achieving low-income students. FORM 990, PART V, LINE 3B A SIX MONTH EXTENSION TO FILE FORM 990-T BY FEBRUARY 15, 2020 HAS BEEN SUBMITTED. ALL REQUIREMENTS TO FILE BY THE EXTENDED DUE DATE WILL BE SATISFIED. UNDER THE TAX CUTS AND JOBS ACT, UNRELATED BUSINESS TAXABLE INCOME WAS GENERATED FROM THE QUALIFIED TRANSPORTATION FRINGE BENEFITS PROVIDED BY UNCF TO ITS EMPLOYEES. THIS NEW TAX LAW WAS EFFECTIVE FOR BENEFITS PROVIDED BEGINNING JANUARY 1ST 2018. UNCF IS compliant. Form 990, Part VI, Line 4 The Board of Directors Audit Committee at its February 7, 2019 meeting revised and expanded its charter to encompass a quarterly review of the unaudited interim financial statements of UNCF. FORM 990, PART VI, SECTION A, LINE 6 MEMBER INSTITUTIONS COMPRISE: 1) ALLEN UNIVERSITY 2) BENEDICT COLLEGE 3)BENNETT COLLEGE 4) BETHUNE-COOKMAN UNIVERSITY 5) CLAFLIN UNIVERSITY 6) CLARK ATLANTA UNIVERSITY 7) DILLARD UNIVERSITY 8) EDWARD WATERS COLLEGE 9) FISK UNIVERSITY 10) FLORIDA MEMORIAL UNIVERSITY 11) HUSTON-TILLOTSON UNIVERSITY 12) INTERDENOMINATIONAL THEOLOGICAL CENTER 13) JARVIS CHRISTIAN COLLEGE 14) JOHNSON C. SMITH UNIVERSITY 15) LANE COLLEGE 16) LEMOYNE-OWEN COLLEGE 17) LIVINGSTON COLLEGE 18) MILES COLLEGE 19)MOREHOUSE COLLEGE 20) MORRIS COLLEGE 21) OAKWOOD UNIVERSITY 22) PAINE COLLEGE 23) PHILANDER SMITH COLLEGE 24) RUST COLLEGE 25) SAINT AUGUSTINE UNIVERSITY 26) SHAW UNIVERSITY 27) SPELMAN COLLEGE 28) STILLMAN COLLEGE 29) TALLADEGA COLLEGE 30) TEXAS COLLEGE 31) TOUGALOO COLLEGE 32) TUSKEGEE UNIVERSITY 33) VIRGINIA UNION UNIVERSITY 34) VOORHEES COLLEGE 35) WILBERFORCE UNIVERSITY 36) WILEY COLLEGE 37) XAVIER UNIVERSITY FORM 990, PART VI, SECTION A, LINE 7A THE 37 MEMBER INSTITUTIONS, VIA THEIR PROXIES, ELECT ALL DIRECTORS TO THE BOARD. Form 990, Part VI, Line 7b UNCFs Bylaws provide that its Members elect the Board of Directors and other members; determine how budgeted funds for the Members are allocated among the members; and provide direction regarding activities and programs. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FILING OF FORM 990 ON BEHALF OF THE UNCF BOARD. A DETAILED REVIEW IS ALSO PERFORMED BY MANAGEMENT AND UNCFs OUTSIDE TAX PREPARERS. A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY BY THE GENERAL COUNSEL TO BOARD MEMBERS, OFFICERS AND EMPLOYEES. EACH BOARD MEMBER, OFFICIER AND EMPLOYEE IS ASKED TO COMPLETE, SIGN AND RETURN A DECLARATION WHICH IDENTIFIES ANY POTENTIAL CONFLICTS OF INTEREST. DECLARATION FORMS FOR EMPLOYEES AND THOSE EMPLOYEES SERVING AS OFFICERS ARE REVIEWED BY COMMITTEE (GENERAL COUNSEL, CFO AND HEAD OF HUMAN RESOURCES) WHO THEN RECOMMENDS THE APPROPRIATE AND NECESSARY ACTION. DECLARATION FORMS OF BOARD MEMBERS, EMPLOYEES SERVING AS OFFICERS AND UNCF EXECUTIVES ARE PROVIDED TO THE CHAIR OF THE AUDIT COMMITTEE FOR REVIEW AND APPROPRIATE AND NECESSARY ACTION BY SAID COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ROLE OF THE HUMAN RESOURCES AND COMPENSATION COMMITTEE (HRCC) OF THE BOARD OF DIRECTORS IS TO DISCHARGE THE BOARD'S RESPONSIBILITIES RELATING TO COMPENSATION OF UNCF'S PRESIDENT AND CEO, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE IS COMPRISED OF TWO (2) INSTITUTIONAL DIRECTORS AND FOUR 4) INDEPENDENT CONTRACTORS OF WHICH THE CHAIRPERSON HOLDS ONE SEAT. THE COMMITTEE UTILIZES COMPARABILITY STUDIES PRODUCED BY AN EXTERNAL COMPENSATION CONSULTING FIRM TO MAKE THEIR COMPENSATION ASSESSMENTS AND DECISIONS. THE COMMITTEE MANAGES THE RELATIONSHIP WITH THE CONSULTANT AND HAS SOLE AUTHORITY TO RETAIN AND TERMINATE THEIR SERVICES. THE HRCC PRESENTS ITS FINDINGS TO THE FULL BOARD. IN EXECUTIVE SESSION THE BOARD EVALUATES THE HRCC FINDINGS, DELIBERATES, AND THEN VOTEs ON A FINAL DECISION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS SUCH AS THE BYLAWS ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. FINANCIAL DOCUMENTS SUCH AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON UNCFS WEBSITE OR THE WEBSITE OF OTHERS OR UPON WRITTEN OR VERBAL REQUEST. UNCFS CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C WITH RESPECT TO THE OVERSIGHT OF THE AUDIT, THE RESPONSIBILITY OF REVIEWING AND COMPILING THE FINANCIAL STATEMENTS OF UNCF RESTS WITH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THERE WERE NO CHANGES IN EITHER THE OVERSIGHT OR SELECTION PROCESS.