2015-06-29T10:04:37-05:00 2014-09-30 420714325 MCGLADREY LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2013-10-01 560853674 RESEARCH TRIANGLE FOUNDATION OF NC RESE 9195498181 PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 LINDA HALL CFO 9195498181 2015-06-24 1 ADRIENNE MCKINNEY P00819656 3362724551 2013 2016-04-25 22:37:26Z LINDA HALL PO BOX 12255 RESEARCH TRIANGLE PARK NC 27709 22140333 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 26 25 -1033078 -1033078 831965 0 0 0 9245918 7176026 1016304 -70596 11094187 7105430 154550 27050 0 0 1921040 2374665 0 0 0 3485920 3007130 5561510 5408845 5532677 1696585 83249569 99647217 3223368 21622418 80026201 78024799 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. 1 0 935575 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 7000 ACRE RESEARCH TRIANGLE PARK. 174817 PROVIDE FOR THE PROMOTION OF PROGRAMS FOR THE RTP COMMUNITY AND TRIANGLE REGION. 113489 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 COMMUNITY AT LARGE. 27050 27050 CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS TO ENCOURAGE AND PROMOTE THE SCIENCES AND RESEARCH, AND TO IMPROVE SOCIAL WELFARE WITHIN THE LOCAL COMMUNITY. 27050 27050 1250931 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 35 0 26 1 1 1 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X LINDA HALL CFO 9195498181 12 DAVIS DRIVE RESEARCH TRIANGLE PARK NC 27709 OLIVIA HOLDING DIRECTOR 1.00 X 0 0 0 CHARLES FRANCIS DIRECTOR 1.00 X 0 0 0 JOHN C BRANTLEY III DIRECTOR 1.00 X 0 0 0 JOSEPH DISIMONE DIRECTOR 1.00 X 0 0 0 SMEDES YORK SECRETARY 1.00 X X 0 0 0 ROBERT A INGRAM BOARD CHAIR 2.00 X X 0 0 0 J WALTER MCDOWELL III DIRECTOR 1.00 X 0 0 0 JOHN FAV CECIL DIRECTOR 1.00 X 0 0 0 CAROL FOLT DIRECTOR 1.00 X 0 0 0 KIMBERLEY JENKINS DIRECTOR 1.00 X 0 0 0 TALLMAN TRASK III DIRECTOR 2.00 X 0 0 0 DAVID L WARD JR DIRECTOR EMERITUS 1.00 X 0 0 0 WILLIAM RANDOLPH WOODSON DIRECTOR 1.00 X 0 0 0 D JORDAN WHICHARD III DIRECTOR 1.00 X 0 0 0 MADHU BERIWAL DIRECTOR 1.00 X 0 0 0 PHAIL WYNN JR DIRECTOR 2.00 X 0 0 0 RICHARD DAUGHERTY DIRECTOR EMERITUS 1.00 X 0 0 0 MIKE MORTIMER DIRECTOR 1.00 X 0 0 0 GEORGE WATTS CARR III DIRECTOR 1.00 X 0 0 0 VIRGINIA RAND BOWMAN VICE CHAIR 2.00 X X 0 0 0 RICHARD H BRODHEAD DIRECTOR 1.00 X 0 0 0 THOMAS W ROSS DIRECTOR 1.00 X 0 0 0 DAVID BISHOP DIRECTOR 1.00 X 0 0 0 D KEITH PIGUES DIRECTOR 1.00 X 0 0 0 ROBERT W WINSTON DIRECTOR 1.00 X 0 0 0 ELIZABETH ROOKS EXECUTIVE VICE PRESIDENT 40.00 X 197404 0 42255 LINDA K HALL TREASURER 40.00 X 141386 0 26554 MASON AILSTOCK VICE PRESIDENT 40.00 X 128588 0 28333 ROBERT T GEOLAS PRESIDENT AND CEO 40.00 X 315648 0 51179 783026 0 148321 4 0 1 0 RALPH HODGE CONSTRUCTION COMPANY 2101 F MILLER ROAD WILSON NC 27894 SITE UTILITY CONSTRUCTION 1517336 WAKEFIELD NURSERY & LANDSCAPING 9232 DUKES LAKES ROAD ZEBULON NC 27597 LANDSCAPE MAINT 445611 PERKINS EASTMAN ARCHITECTS 115 FIFTH AVENUE NEW YORK NY 10003 PREDEVELOPMENT DESIGN CONSULTING 376831 HR&A ADVISORS INC 99 HUDSON STREET 3RD FL NEW YORK NY 10013 PREDEVELOPMENT CONSULTING 127973 4 3804070 3804070 1345555 2378633 -1033078 -1033078 -1033078 16028226 12655951 319 3372275 -319 3371956 -319 3372275 SHARED EXPENSE REIMBURSEMENT 531390 826928 826928 CONFERENCE INCOME 900001 86033 86033 MISCELLANEOUS 900001 49521 49521 962482 7105430 962163 -1033078 7176345 27050 27050 891065 454224 436841 1003939 175041 828898 145778 145778 206840 206840 127043 127043 80477 80477 129663 55819 73844 29193 29193 167380 167380 144247 21414 122833 197006 168803 28203 281338 281338 150770 12581 138189 92632 24739 67893 50859 50859 158391 158391 522212 522212 40527 40527 PROPERTY TAXES 412886 412886 OTHER EXPENSES 297592 297592 PARTNERSHIP PROGRAMMING 228195 113489 114706 PREDEVELOPMENT 125134 117134 8000 -101372 160 -101532 5408845 1250931 4157914 0 453423 691520 717401 776217 83948 497849 52516244 3443977 29394612 49072267 4332678 10269450 48267507 38339914 83249569 99647217 2236769 3341645 25092 113619 961507 1011139 0 17100000 0 56015 3223368 21622418 X 80026201 78024799 80026201 78024799 83249569 99647217 1696585 -3697987 0 X 0 1 X 1 0 0 1 X 12652686 12652686 26349376 26349376 1536018 1536018 11978164 3443977 8534187 49072267 INVESTMENT IN SUBSIDIARY 3692855 F ALTERNATIVE INVESTMENTS 34647059 F 38339914 LEASE DEPOSITS 56015 56015 X 3034611 -3692781 -1411435 -5104216 8138827 -1033397 -1033397 7105430 5036013 319 319 5035694 373151 373151 5408845 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, 2014 AND 2013 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 FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE FISCAL 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: DECREASE IN EQUITY OF SUBSIDIARIES -1,411,435. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -319. REVENUE FROM DISREGARDED ENTITY DAVIS 54 1,345,555. RENTAL EXPENSES FROM DAVIS 54 -2,378,633. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM DISREGARDED ENTITY DAVIS 54 2,751,784. RENTAL EXPENSES FROM DAVIS 54 -2,378,633. 1 FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA 3808 TARHEEL DRIVE RALEIGH NC 27609 501(C)(3) 6000 FOOD DRIVE FOR HOMELESS AND LOW INCOME FAMILIES 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 SMALLER CHARITABLE ORGANIZATIONS FOR GENERAL SUPPORT ARE REQUIRED TO REPORT ON SPECIFIC USES. X 1 1 X X 0 0 0 0 0 0 0 0 0 ELIZABETH ROOKS EXECUTIVE VICE PRESIDENT 179404 0 18000 0 0 0 19740 0 22515 0 239659 0 0 0 LINDA K HALL TREASURER 128386 0 13000 0 0 0 14139 0 12415 0 167940 0 0 0 MASON AILSTOCK VICE PRESIDENT 116588 0 12000 0 0 0 12859 0 15474 0 156921 0 0 0 ROBERT T GEOLAS PRESIDENT AND CEO 275648 0 40000 0 0 0 31565 0 19614 0 366827 0 0 0 FORM 990, PART III, LINE 2 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 COMMUNITY AT LARGE & PROVIDING FOR THE PROMOTION OF PROGRAMS FOR THE RTP COMMUNITY AND TRIANGLE REGION. 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 DOCUMENTS THAT ARE OPEN FOR PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST. DAVIS 54 LLC 12 DAVIS DRIVE RTP NC 27709 ACQUIRE PROPERTIES WITHIN RESEARCH TRIANGLE PARK NC -1033078 20327741 RESEARCH TRIANGLE FOUNDATION TRIANGLE SERVICE CENTER INC PO BOX 12255 RTP NC 27709 560854810 REAL ESTATE LEASING NC FILER C -5206 5618202 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 TRIANGLE SERVICE CENTER Q 720200 COST TRIANGLE SERVICE CENTER O 720200 COST