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UNIVERSITY OF NORTH CAROLINA FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NORTH CAROLINA FOUNDATION INC (EIN 56-2180508)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-09
IRS object ID
202601299349301000
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-09T11:49:31-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN844233121PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHARPE PATEL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15510 SIX FORKS ROAD SUITE 140AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562180508EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY OF NORTH CAROLINABusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone9198278506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 S WEST STREET SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER HAYGOODPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9198278506PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA FISHERPreparerPersonNm
PTINP01690017PTIN
Phone7044993893PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL VOLLMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 S WEST STREET SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,905,021GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionSUPPORT THE MISSION OF THE 17-CAMPUS UNIVERSITY OF NORTH CAROLINA SYSTEM.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,893,776PYContributionsGrantsAmt
CY Contributions Grants$1,871,004CYContributionsGrantsAmt
PY Program Service Revenue$411,400PYProgramServiceRevenueAmt
CY Program Service Revenue$1,587,337CYProgramServiceRevenueAmt
PY Investment Income$541,934PYInvestmentIncomeAmt
CY Investment Income$573,943CYInvestmentIncomeAmt
PY Other Revenue$4,216,377PYOtherRevenueAmt
CY Other Revenue$3,872,737CYOtherRevenueAmt
PY Total Revenue$17,063,487PYTotalRevenueAmt
CY Total Revenue$7,905,021CYTotalRevenueAmt
PY Grants And Similar Paid$207,565PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,646,678CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,026,472PYOtherExpensesAmt
CY Other Expenses$5,057,215CYOtherExpensesAmt
PY Total Expenses$5,234,037PYTotalExpensesAmt
CY Total Expenses$6,703,893CYTotalExpensesAmt
PY Revenues Less Expenses$11,829,450PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,201,128CYRevenuesLessExpensesAmt
Total Assets BOY$48,500,707TotalAssetsBOYAmt
Total Assets EOY$47,443,167TotalAssetsEOYAmt
Total Liabilities BOY$32,554,579TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,892,432TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,946,128NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,550,735NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionA. TO AID, SUPPORT, AND PROMOTE TEACHING, RESEARCH, AND SERVICE IN THE VARIOUS EDUCATIONAL, SCIENTIFIC, SCHOLARLY, PROFESSIONAL, ARTISTIC, AND CREATIVE ENDEAVORS OF THE UNIVERSITY OF NORTH CAROLINA THROUGH MEANS SUCH AS THE ENHANCEMENT OF THE QUALITY OF SUPPORTING STAFF, SERVICES, AND FACILITIES OF THE UNIVERSITY; THE SUPPORT OF RESEARCH, SCHOLARLY, ARTISTIC, AND CREATIVE WORK OF THE UNIVERSITY; AND THE SUPPORT OF PUBLIC SERVICE ACTIVITIES OF THE UNIVERSITY.B. TO SOLICIT, ACQUIRE, RECEIVE, HOLD, INVEST, REINVEST, SELL, TRANSFER, EXCHANGE, ADMINISTER, AND MANAGE PROPERTY OF ALL KINDS FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA.C. TO DO ANY AND ALL ACTS AND THINGS THAT MAY BE DEEMED DESIRABLE OR EXPEDIENT FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA, ITS PROGRAMS, AND ITS FACULTY, STAFF, AND STUDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,594,092ExpenseAmt
Grant$1,646,678GrantAmt
Revenue$2,340,184RevenueAmt
DescRAISE AND INVEST MONIES FOR THE BENEFIT OF THE UNIVERSITY SYSTEM AND CONDUCT OR CONTRACT FOR RESEARCH ON WAYS FOR THE UNIVERSITY SYSTEM TO BETTER SERVE THE STATE'S CITIZENS.Desc
Total Program Service Expenses$6,594,092TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKIM VAN METREPersonNm
Phone9198278506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 S WEST STREET SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PETER HANS
DIRECTOR1.00Yes (X)$0$447,819$8,395
ANDREW T TRIPP
DIRECTOR1.00Yes (X)$0$402,871$15,271
DAVID ENGLISH
DIRECTOR1.00Yes (X)$0$316,313$16,953
MICHAEL VOLLMER
DIRECTOR1.00Yes (X)$0$345,784$8,767
JENNIFER HAYGOOD
DIRECTOR1.00Yes (X)$0$346,245$8,695
SHUN ROBERTSON
DIRECTOR1.00Yes (X)$0$254,635$8,695
ANDREA POOLE
DIRECTOR1.00Yes (X)$0$245,046$8,926
J ALEX MITCHELL
EX OFFICIO DIRECTOR0.00Yes (X)$0$0$0
WENDY F MURPHY
CHAIR1.00Yes (X)$0$0$0Yes (X)
KIRK J BRADLEY
EX OFFICIO DIRECTOR0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,358,713TotReportableCompRltdOrgAmt
Total Other Compensation$75,702TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ACCENTURE
1255 TREAT BLVD SUITE 250WALNUT CREEKCA94597DESIGN SERVICES$388,850
THE CAR PARK GROUP
PO BOX 781RALEIGHNC27602PARKING$291,390
CBRE INC
PO BOX 848844LOS ANGELESCA90084REAL ESTATE$150,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,871,004AllOtherContributionsAmt
Total Contributions$1,871,004TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SHARED SERVICES REVENUE561000$1,566,337$1,566,337
EDUCATIONAL CONSULTING611710$21,000$21,000
FieldValueIRS element (for citing)
Total Program Service Revenue$1,587,337TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$573,943TotalRevenueColumnAmt
Exclusion$573,943ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,119,890RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,119,890RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,119,890TotalRevenueColumnAmt
Exclusion$3,119,890ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLEASE INTERESTDesc
Business531120BusinessCd
Total Revenue Column$752,847TotalRevenueColumnAmt
Related Or Exempt Func Income$752,847RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$752,847OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,905,021TotalRevenueColumnAmt
Related Or Exempt Func Income$2,340,184RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,693,833ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,646,678TotalAmt
Program Services$1,646,678ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,130TotalAmt
Management And General$2,130ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,728TotalAmt
Management And General$6,728ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$100,943TotalAmt
Management And General$100,943ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,732,679TotalAmt
Program Services$1,732,679ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,338TotalAmt
Program Services$3,338ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,377TotalAmt
Program Services$2,377ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,295TotalAmt
Program Services$61,295ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,238TotalAmt
Program Services$1,238ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,043,488TotalAmt
Program Services$1,043,488ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,414,890TotalAmt
Program Services$1,414,890ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$960TotalAmt
Program Services$960ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SPLIT-INT AGREEMENT$654,374$654,374
SUPPLIES$28,775$28,775
HONORARIUMS$4,000$4,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,703,893TotalAmt
Program Services$6,594,092ProgramServicesAmt
Management And General$109,801ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,728,830BOYAmt
EOY$9,262,795EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$295,457BOYAmt
EOY$316,176EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,750,000BOYAmt
EOY$6,000,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,000BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$8,288,730BOYAmt
EOY$4,791,578EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$960EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,903LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,638BOYAmt
EOY$24,397EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,525,908BOYAmt
EOY$19,558,633EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,871,144BOYAmt
EOY$7,488,628EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$48,500,707BOYAmt
EOY$47,443,167EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$36,342BOYAmt
EOY$42,536EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$93,938BOYAmt
EOY$250,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$66,700BOYAmt
EOY$63,710EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,357,599BOYAmt
EOY$28,536,186EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,554,579BOYAmt
EOY$28,892,432EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,835,160BOYAmt
EOY$10,091,296EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,110,968BOYAmt
EOY$8,459,439EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,946,128BOYAmt
EOY$18,550,735EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,500,707BOYAmt
EOY$47,443,167EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,201,128ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,403,479NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UNC 17 CAMPUS SYSTEMBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN566172047EIN
Organization Type6OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,646,678SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,646,678SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$732,774FundsAndOtherAccountsContriAmt
Funds And Other Accounts Vl EOY$5,178,077FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl0DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps0DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,300OtherCostOrOtherBasisAmt
Depreciation$11,903DepreciationAmt
Book Value$24,397BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,397TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT TO USE LEASE ASSET NET OF AMORTIZATIONDesc
Book Value$7,488,628BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,488,628TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED INFLOWS FOR LEASES$13,000,006
LEASE PAYABLE$9,767,722
ANNUITY PAYABLE$5,768,458
FieldValueIRS element (for citing)
Total Liability$28,536,186TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$9,207,557TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,403,479NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,403,479RevenueNotReportedAmt
Revenue Subtotal$7,804,078RevenueSubtotalAmt
Investment Expenses Not Incld$100,943InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$100,943RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,905,021TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,602,950TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,602,950ExpensesSubtotalAmt
Investment Expenses Not Incld2$100,943InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$100,943ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,703,893TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 S WEST STREET SUITE 1800AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd
FieldValueIRS element (for citing)
Recipient EIN566172047RecipientEIN
IRC SectionGOVIRCSectionDesc
Cash Grant$1,646,678CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantFUNDING FOR PBSNC, MATHEMATICS INITIATIVES, AND EQUITY FELLOWSHIPS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PETER HANS
DIRECTOR$0$447,819$0$0$0$0$0$8,395$0$0$0$456,214$0$0
ANDREW T TRIPP
DIRECTOR$0$402,871$0$0$0$0$0$15,271$0$0$0$418,142$0$0
JENNIFER HAYGOOD
DIRECTOR$0$346,245$0$0$0$0$0$8,695$0$0$0$354,940$0$0
MICHAEL VOLLMER
DIRECTOR$0$345,784$0$0$0$0$0$8,767$0$0$0$354,551$0$0
DAVID ENGLISH
DIRECTOR$0$316,313$0$0$0$0$0$16,953$0$0$0$333,266$0$0
SHUN ROBERTSON
DIRECTOR$0$254,635$0$0$0$0$0$8,695$0$0$0$263,330$0$0
ANDREA POOLE
DIRECTOR$0$245,046$0$0$0$0$0$8,926$0$0$0$253,972$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CUNC FOUNDATION ESTABLISHES AND MAINTAINS CONFLICT OF INTEREST POLICIES PERTAINING TO ITS RELATIONSHIP WITH UNC, MEMBERS OF THE GOVERNING BOARD, AND PERSONS DOING BUSINESS WITH UNC FOUNDATION.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATION DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,732,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,732,679.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
NC GIFT PLANNING LLC
223 S WEST STREET SUITE 1700RALEIGHNC27603FUNDRAISINGNC$1,041,800$10,946,536UNC FDN
UNC REAL ESTATE LLC
223 S WEST STREET SUITE 1700RALEIGHNC27603REAL ESTATENC$181,751$10,883,129UNC FDN
UNIVERSITY SUPPORTING SERVICES LLC
223 S WEST STREET SUITE 1700RALEIGHNC27603ADMIN SERVICESNC$1,556,337$602,891UNC FDN932707626

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY OF NORTH CAROLINABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 S WEST STREET SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd
FieldValueIRS element (for citing)
EIN566172047EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateNCLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF NORTH CAROLINABusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,646,678InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt