2017-08-14T14:33:57-05:00 2016-09-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2015-10-01 560853674 RESEARCH TRIANGLE FOUNDATION OF NC RESE 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 LINDA HALL CFO 9195498181 2017-08-14 1 YONG ZHANG P01249785 3362724551 2015 2021-01-29 14:40:06Z LINDA HALL PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 29635618 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. 23 23 30 25 0 0 0 0 1034722 1040972 2740106 18409931 -1167459 -930095 2607369 18520808 372450 67624 0 0 2497600 2925240 0 0 0 4124757 4179333 6994807 7172197 -4387438 11348611 92013526 101029863 22823777 20374862 69189749 80655001 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 2501121 252673 PROVIDE FOR THE PROMOTION OF PROGRAMS FOR THE RTP COMMUNITY AND TRIANGLE REGION. 1329954 2712582 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. 698499 PROGRAMMING THAT UNITES ALL POINTS OF THE TRIANGLE VIA A CULTIVATION OF TOPICS AND LOCAL SPEAKERS FROM THE THREE FOUNDING UNIVERSITIES, LOCAL COMPANIES AND THE COMMUNITIES AT LARGE. 610972 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. 67624 67624 CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH, AND TO IMPROVE SOCIAL WELFARE WITHIN THE COMMUNITY. 678596 67624 5208170 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 57 0 1 30 1 0 0 0 0 0 0 X 23 23 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 9195498181 12 DAVIS DRIVE RESEARCH TRIANGLE PARK NC 27709 SMEDES YORK CHAIR 2.00 X X 0 0 0 PHAIL WYNN JR VICE CHAIR 1.00 X X 0 0 0 VIRGINIA RAND BOWMAN SECRETARY 1.00 X X 0 0 0 ROBERT A INGRAM DIRECTOR 1.00 X 0 0 0 BARBARA MULKEY DIRECTOR 1.00 X 0 0 0 CAROL L FOLT DIRECTOR 1.00 X 0 0 0 CHARLES FRANCIS DIRECTOR 1.00 X 0 0 0 D JORDAN WHICHARD III DIRECTOR 1.00 X 0 0 0 D KEITH PIGUES DIRECTOR 1.00 X 0 0 0 J WALTER MCDOWELL III DIRECTOR 1.00 X 0 0 0 JOHN C BRANTLEY III DIRECTOR 2.00 X 0 0 0 JOHN FAV CECIL DIRECTOR 1.00 X 0 0 0 JUD BOWMAN DIRECTOR 1.00 X 0 0 0 KIMBERLY JENKINS DIRECTOR 1.00 X 0 0 0 MADHU BERIWAL DIRECTOR 1.00 X 0 0 0 MARGARET SPELLINGS DIRECTOR 1.00 X 0 0 0 OLIVIA HOLDING DIRECTOR 1.00 X 0 0 0 RICHARD H BRODHEAD DIRECTOR 1.00 X 0 0 0 ROBERT W WINSTON DIRECTOR 2.00 X 0 0 0 STEPHEN MARTIN DIRECTOR 1.00 X 0 0 0 TALLMAN TRASK III DIRECTOR 2.00 X 0 0 0 WAYNE HOLDEN DIRECTOR 1.00 X 0 0 0 WILLIAM RANDOLPH WOODSON DIRECTOR 1.00 X 0 0 0 ROBERT T GEOLAS PRESIDENT AND CEO 40.00 X 301031 0 55980 ELIZABETH H ROOKS EXECUTIVE VP 40.00 X 179592 0 35737 LINDA K HALL TREASURER/CFO 40.00 X 153147 0 31426 MASON AILSTOCK CHIEF OPERATING OFFICER 40.00 X 143752 0 38161 777522 0 161304 4 0 1 0 AVISON YOUNG - NORTH CAROLINA LLC 5440 WADE PARK BLVD SUITE 200 RALEIGH NC 27607 PROPERTY MANAGEMENT 220407 HINES INTEREST LP PO BOX 945833 ATLANTA NC 303945833 PROPERTY MANAGEMENT 207728 ELLIS & WINTERS PO BOX 33550 RALEIGH NC 27636 LEGAL SERVICES 180752 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 606740051 CONSULTING, TAX, AUDIT. SERVICES 167696 4 SHARED EXPENSE REIMBURSEMENT 531390 909603 909603 CONFERENCE INCOME 900001 131369 131369 1040972 1394443 1394443 1802979 2854378 -1051399 -1051399 -1051399 5861359 19414561 5752448 2507984 108911 16906577 17015488 17015488 MISCELLANEOUS 900001 121304 121304 121304 18520808 110877 0 18409931 67624 67624 808289 512037 296252 81140 81140 1358417 1133089 225328 206959 157809 49150 306935 232915 74020 163500 124671 38829 76420 76420 218164 67342 150822 164203 164203 29397 29397 24853 24853 220871 182811 38060 468641 136391 332250 139887 4103 135784 55304 18435 36869 54677 38421 16256 123027 100731 22296 518537 518537 50974 50974 BUILDING REPAIRS/MAINTE 718932 624268 94664 PARTNERSHIP PROGRAMMING 655974 655974 PROPERTY TAXES 468251 416938 51313 OTHER EXPENSES 191221 191221 7172197 5208170 1964027 0 899249 959713 526548 1573732 559830 928114 71200584 5348061 52104428 65852523 18849 19333 37904622 31696448 92013526 101029863 3552075 4633633 175000 157104 161217 883466 460000 18000000 15092021 56132 27991 22823777 20374862 X 69189749 80655001 69189749 80655001 92013526 101029863 X 11348611 383198 -266557 X X 0 1 X 1 0 0 1 X 44520829 44520829 23079667 4659247 18420420 3600088 688814 2911274 65852523 INVESTMENT IN SUBSIDIARY 2546100 F ALTERNATIVE INVESTMENTS 29150348 F 31696448 LEASE DEPOSITS 27991 27991 X 17450998 383201 -1453011 -1069810 18520808 0 18520808 5985743 1426526 1426526 4559217 2612980 2612980 7172197 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, 2016 AND 2015 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN EQUITY OF SUBSIDIARIES -476,407. INTERCOMPANY REVENUE 1,426,526. EXPENSES FROM DISREGARDED ENTITY DAVIS 54 -1,892,622. EXPENSES FROM DISREGARDED ENTITY PARK CENER EAST -510,508. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY EXPENSES 1,426,526. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM DISREGARDED ENTITY DAVIS 54 1,892,622. EXPENSES FROM DISREGARDED ENTITY PARK CENER EAST 510,508. REFUND OF GRANT 209,850. 1 NC STATE UNIVERSITY 50 PULLEN ROAD RALEIGH NC 27607 566000756 501(C)(3) 10000 0 2016 INNOVATE NC SUPPORT TRIANGLE UNIVERSITIES CENTER FOR ADVANCED STUDIES INC PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 510175686 501(C)(3) 50000 0 RTP CATALYST FOR INNOVATION CONTRIBUTION 2 0 PART I, LINE 2: ORGANIZATIONS RECEIVING GRANTS MAY MAKE PRESENTATIONS TO THE FOUNDATION BOARD SO THAT THE FOUNDATION IS AWARE OF HOW FUNDING IS BEING USED. OTHER SMALLER CONTRIBUTIONS MADE TO SMALLER CHARITABLE ORGANIZATIONS FOR GENERAL SUPPORT ARE REQUIRED TO REPORT ON SPECIFIC USES. X X 0 0 0 0 0 0 0 0 0 ROBERT T GEOLAS PRESIDENT AND CEO 251031 0 50000 0 0 0 30417 0 25563 0 357011 0 0 0 ELIZABETH H ROOKS EXECUTIVE VP 161592 0 18000 0 0 0 18000 0 17737 0 215329 0 0 0 LINDA K HALL TREASURER/CFO 136647 0 16500 0 0 0 15525 0 15901 0 184573 0 0 0 MASON AILSTOCK CHIEF OPERATING OFFICER 127752 0 16000 0 0 0 14600 0 23561 0 181913 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -476,407. REFUND OF GRANT 209,850. 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. DAVIS 54 LLC 12 DAVIS DRIVE RTP NC 27709 463588803 REAL ESTATE RENTAL AND ACQUIRE PROPERTIES IN RESEARCH TRIANGLE PARK NC 1644799 17636996 RESEARCH TRIANGLE FOUNDATION PARK CENTER EAST LLC 12 DAVIS DRIVE RTP NC 27709 811734151 REAL ESTATE DEVELOPMENT NC 158180 21450455 RESEARCH TRIANGLE FOUNDATION TRIANGLE SERVICE CENTER INC PO BOX 12255 RTP NC 27709 560854810 REAL ESTATE LEASING NC FILER C 4246134 22905549 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 TRIANGLE SERVICE CENTER Q 662377 COST TRIANGLE SERVICE CENTER F 362034 FMV TRIANGLE SERVICE CENTER R 9974904 FMV TRIANGLE SERVICE CENTER S 766406 COST