EAST CAROLINA UNIVERSITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EAST CAROLINA UNIVERSITY FOUNDATION INC (EIN 56-6093187)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349304460
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:58:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SOUTH TEJON STREET SUITE 1100 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566093187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST CAROLINA UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 2527374811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 S CHARLES BLVD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER M DYBA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2527374811 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 7196350330 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER M DYBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 S CHARLES BLVD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,639,518 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.ECU.EDU/GIVE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | RAISE, MANAGE, AND DISTRIBUTE PRIVATE RESOURCES FOR THE BENEFIT OF ECU. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $67,867 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $35,644 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,235,707 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,073,949 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $381,373 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $485,577 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,428,307 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,198,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,317 | PYOtherRevenueAmt |
| CY Other Revenue | $139,366 | CYOtherRevenueAmt |
| PY Total Revenue | $37,103,704 | PYTotalRevenueAmt |
| CY Total Revenue | $24,897,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,516,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,852,294 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,909,488 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,113,422 | PYOtherExpensesAmt |
| CY Other Expenses | $7,513,645 | CYOtherExpensesAmt |
| PY Total Expenses | $11,630,389 | PYTotalExpensesAmt |
| CY Total Expenses | $13,365,939 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,473,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,531,836 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $232,512,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $262,540,294 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $843,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $509,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $231,668,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $262,030,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION RAISES, MANAGES, AND DISTRIBUTES PRIVATE RESOURCES FOR THE BENEFIT OF EAST CAROLINA UNIVERSITY, ITS STUDENTS AND ACADEMIC AND RESEARCH PROGRAMS, THROUGH PROGRAMMATIC SUPPORT AND SCHOLARSHIP PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,038,060 | ExpenseAmt |
| Grant | $5,038,060 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES FUNDING FOR STUDENT SCHOLARSHIPS AND AWARDS. THROUGH ITS MULTI-YEAR SCHOLARSHIP PROGRAMS, NAMED SCHOLARSHIPS, AND ANNUALLY FUNDED AWARDS THE FOUNDATION SEEKS TO ASSIST EAST CAROLINA UNIVERSITY STUDENTS IN ACHIEVING THEIR EDUCATION GOALS. DURING 2025, THE FOUNDATION AWARDED SCHOLARSHIPS TO 2,439 RECIPIENTS TOTALING $4,941,458 AND 79 AWARDS TOTALING $96,602. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,239,406 | ExpenseAmt |
| Grant | $814,234 | GrantAmt |
| Revenue | $485,577 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES PROGRAM FUNDING TO EAST CAROLINA UNIVERSITY. THIS PROGRAM SUPPORT INCLUDES FACULTY DEVELOPMENT AND TRAVEL, AS WELL AS PROVIDING FUNDING FOR STUDENT EXPERIENCES THAT ARE THE HALLMARKS OF AN EXCELLENT INSTITUTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,636,485 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION ASSISTS EAST CAROLINA UNIVERSITY IN THE RECRUITMENT AND RETENTION OF HIGHLY QUALIFIED FACULTY AND ADMINISTRATORS BY PROVIDING FUNDING FOR FACULTY AND ADMINISTRATOR COMPENSATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,913,951 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 117 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTANY STOCKSTILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2527374811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 S CHARLES BLVD 2207 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27858 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PHILIP ROGERS | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $485,052 | $141,165 | |
| CHRISTOPHER M DYBA | |||||||
| PRESIDENT | 20.00 | 20.00 | Yes (X) | $0 | $342,798 | $100,206 | Yes (X) |
| STEPHANIE COLEMAN | |||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $304,770 | $90,935 | Yes (X) |
| MATT SLATE | |||||||
| CHAIR | 1.00 | 40.00 | Yes (X) | $0 | $15,648 | $12,533 | Yes (X) |
| STEPHEN R CUNANAN | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NICHOLAS CRABTREE | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KARA BLOUNT | |||||||
| ASST. SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHANIE T BOND | |||||||
| ASST. SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL M ADKISON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON BRINKLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TAYLOR J CHAPPELL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEROD COHEN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW CRISP III | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON M DARRAGH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT M DIGGS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA DOMINICK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD ERVIN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY FERRELL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDIE FINTCHRE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA P GORALL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM KEEN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE KELLY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN LAFEVERS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VONTA LEACH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R MAY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MEYERHOEFFER JR | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN J MILLER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MISTY L MILLER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD OSBORNE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY W PATTERSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SCHOOF | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA M TAYLOR | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD G TWILLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,148,268 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $344,839 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEARNTOWIN | |||||
| 805 VETERANS BLVD STE 228 | REDWOOD CITY | CA | 94063 | CONTENT DEVELOPMENT/USER LICENSES | $196,500 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 115 FEDERAL STREET SUITE 2600 | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | $194,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,993 | FundraisingAmt |
| Related Organizations | $531,920 | RelatedOrganizationsAmt |
| All Other Contributions | $13,527,036 | AllOtherContributionsAmt |
| Noncash Contributions | $950,363 | NoncashContributionsAmt |
| Total Contributions | $14,073,949 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 713990 | $226,106 | $226,106 |
| FEE REVENUE | 611710 | $153,501 | $153,501 |
| BOOK ROYALTIES | 513130 | $88,316 | $88,316 |
| NON-TAX ROYALTIES | 513130 | $17,654 | $17,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $485,577 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,911,110 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,106 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,909,004 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,008,136 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,720,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,287,773 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,287,773 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $32,079 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,255,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,371 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,993 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,380 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,991 | TotalRevenueColumnAmt |
| Exclusion | $16,991 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $84,183 | $22,897 | $61,286 |
| ADVERTISING & COMMISSI | 541800 | $38,192 | $10,785 | $27,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $122,375 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,897,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $485,577 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $67,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,270,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,793,251 | TotalAmt |
| Program Services | $5,793,251 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,043 | TotalAmt |
| Program Services | $59,043 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,206 | TotalAmt |
| Program Services | $3,010 | ProgramServicesAmt |
| Management And General | $291 | ManagementAndGeneralAmt |
| Fundraising | $905 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,320 | TotalAmt |
| Management And General | $22,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,260,149 | TotalAmt |
| Program Services | $1,524,121 | ProgramServicesAmt |
| Management And General | $240,020 | ManagementAndGeneralAmt |
| Fundraising | $1,496,008 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,614 | TotalAmt |
| Program Services | $290,764 | ProgramServicesAmt |
| Management And General | $12,531 | ManagementAndGeneralAmt |
| Fundraising | $19,319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,279 | TotalAmt |
| Program Services | $275,319 | ProgramServicesAmt |
| Management And General | $113,518 | ManagementAndGeneralAmt |
| Fundraising | $214,442 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,931 | TotalAmt |
| Program Services | $268,032 | ProgramServicesAmt |
| Management And General | $11,507 | ManagementAndGeneralAmt |
| Fundraising | $4,392 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,593 | TotalAmt |
| Program Services | $721,795 | ProgramServicesAmt |
| Management And General | $23,006 | ManagementAndGeneralAmt |
| Fundraising | $75,792 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,258 | TotalAmt |
| Program Services | $185,050 | ProgramServicesAmt |
| Management And General | $10,600 | ManagementAndGeneralAmt |
| Fundraising | $7,608 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,020 | TotalAmt |
| Program Services | $453 | ProgramServicesAmt |
| Management And General | $35,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD PRODUCTS | $966,025 | $872,924 | $49,088 | $44,013 |
| BOOKS AND EDUCATIONAL S | $907,947 | $855,381 | $7,702 | $44,864 |
| IN-KIND GIFTS | $63,089 | $56,222 | $6,867 | |
| OTHER EXPENSE | $20,214 | $8,586 | $9,483 | $2,145 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,365,939 | TotalAmt |
| Program Services | $10,913,951 | ProgramServicesAmt |
| Management And General | $542,500 | ManagementAndGeneralAmt |
| Fundraising | $1,909,488 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,955,735 | BOYAmt |
| EOY | $12,039,882 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,345,477 | BOYAmt |
| EOY | $7,454,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,680,318 | BOYAmt |
| EOY | $1,611,372 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,712 | BOYAmt |
| EOY | $27,017 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,263 | BOYAmt |
| EOY | $20,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3 | BOYAmt |
| EOY | $3 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,833,683 | BOYAmt |
| EOY | $84,949,832 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,146,488 | BOYAmt |
| EOY | $151,639,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,475,906 | BOYAmt |
| EOY | $4,797,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,512,585 | BOYAmt |
| EOY | $262,540,294 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,856 | BOYAmt |
| EOY | $159,524 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,230 | BOYAmt |
| EOY | $26,135 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,531 | BOYAmt |
| EOY | $324,286 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,617 | BOYAmt |
| EOY | $509,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,114,865 | BOYAmt |
| EOY | $32,178,544 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,554,103 | BOYAmt |
| EOY | $229,851,805 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,668,968 | BOYAmt |
| EOY | $262,030,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,512,585 | BOYAmt |
| EOY | $262,540,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,531,836 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,881,586 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $947,959 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,884,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,322,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,960,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,235,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,073,949 | CurrentTaxYearAmt |
| Total | $71,476,961 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,063,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,071,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,337,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,907,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,323,500 | CurrentTaxYearAmt |
| Total | $12,703,774 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,948,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,394,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,298,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,142,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,449 | CurrentTaxYearAmt |
| Total | $84,180,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,802,301 | SubstantialContributorsTotAmt |
| Public Support Total170 | $78,378,434 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,157,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,872,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,428,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,215,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,909,004 | CurrentTaxYearAmt |
| Total | $24,582,599 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $37,239 | CurrentTaxYearAmt |
| Total | $37,239 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $27,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,684 | CurrentTaxYearAmt |
| Total | $183,132 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,983,705 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $67,521,613 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER FUNDRAISING EVENTS - 2021 AMOUNT: $ 27,773. 2022 AMOUNT: $ 29,675. 2024 AMOUNT: $ 16,991. OTHER GAMING EVENTS - 2023 AMOUNT: $ 20,000. MISCELLANEOUS INCOME - 2024 AMOUNT: $ 88,693. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $14,950 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,425,660 | BeginningYearBalanceAmt |
| Contributions | $4,851,502 | ContributionsAmt |
| Investment Earnings Or Losses | $20,785,148 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,993,063 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,872,427 | AdministrativeExpensesAmt |
| End Year Balance | $192,196,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $148,772,067 | BeginningYearBalanceAmt |
| Contributions | $5,204,127 | ContributionsAmt |
| Investment Earnings Or Losses | $23,293,296 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,224,155 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,619,675 | AdministrativeExpensesAmt |
| End Year Balance | $172,425,660 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,425,559 | BeginningYearBalanceAmt |
| Contributions | $6,205,378 | ContributionsAmt |
| Investment Earnings Or Losses | $12,034,250 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,471,560 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,421,560 | AdministrativeExpensesAmt |
| End Year Balance | $148,772,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,199,111 | BeginningYearBalanceAmt |
| Contributions | $3,219,409 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,561,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,100,619 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,330,478 | AdministrativeExpensesAmt |
| End Year Balance | $134,425,559 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,753,568 | BeginningYearBalanceAmt |
| Contributions | $8,923,240 | ContributionsAmt |
| Investment Earnings Or Losses | $35,745,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,910,512 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,313,176 | AdministrativeExpensesAmt |
| End Year Balance | $147,199,111 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56514 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.43486 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (36 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNC INVESTMENT FUND, LLC | $29,667,940 | F |
| DOUBLELINE CORE PLUS PORTFOLIO | $10,773,468 | F |
| WELLINGTON GLOBAL RESEARCH EXTENDED FUND, LTD | $9,274,515 | F |
| CITY OF LONDON CA INTERNATIONAL EQUITY CEF FUND | $9,265,656 | F |
| BURGUNDY DST SMALLER COMPANIES | $7,292,670 | F |
| ORBIS INSTITUTIONAL INTERNATIONAL EQUITYL.P. | $7,204,377 | F |
| ACADIAN INTERNATIONAL SMALL CAP FUND | $7,120,161 | F |
| ARROWSTREET GLOBAL EQUITY ACWI | $6,933,637 | F |
| CF WTC-CTF EMERGING CO'S | $6,111,510 | F |
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY, LP | $4,879,568 | F |
| TRINITY STREET COMMINGLED GLOBAL EQUITY FUND LP | $4,135,992 | F |
| TWIN BRIDGE NARROW GATE FUND, L.P. | $4,130,360 | F |
| KLINE HILL PARTNERS OFFSHORE FEEDER FUND V LP - SCA | $4,088,701 | F |
| FEG PRIVATE OPPORTUNITIES FUND IV, L.P. | $3,853,247 | F |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP | $3,284,151 | F |
| POLUNIN DEVELOPING COUNTRIES FUND, LLC | $3,076,713 | F |
| DOVER STREET XI FEEDER FUND L.P. | $2,999,899 | F |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | $2,548,719 | F |
| HIGHBRIDGE TACTICAL CREDIT FUND, LTD | $2,452,308 | F |
| PALMER SQUARE INCOME PLUS FUND, LLC | $2,379,982 | F |
| FEG PRIVATE OPPORTUNITIES FUND II, LP | $2,293,334 | F |
| HBK MULTI-STRATEGY OFFSHORE FUND, LTD | $2,259,626 | F |
| CIM ENTERPRISE LOAN FUND LP | $2,259,359 | F |
| HUDSON BAY INTERNATIONAL FUND, LTD | $2,200,532 | F |
| FEG PRIVATE OPPORTUNITIES FUND III LP | $1,927,021 | F |
| PEPPERTREE CAPITAL FUND X QP, LP | $1,865,391 | F |
| NEWTYN TE PARTNERS, LP | $1,413,121 | F |
| JUNTO OFFSHORE FUND, LTD | $1,352,546 | F |
| DORSAL CAPITAL PARTNERS, LTD | $1,317,031 | F |
| FEG PRIVATE OPPORTUNITIES FUND, L.P. | $981,884 | F |
| MGG SF EVERGREEN UNLEVERED FUND LP | $967,799 | F |
| FALCON PRIVATE CREDIT OPPORTUNITIES VI LP | $764,710 | F |
| KLINE HILL PARTNERS OFFSHORE FEEDER II | $372,920 | F |
| HULL STREET ENERGY PARTNERS III, LP | $114,377 | F |
| PEAKSPAN CAPITAL GROWTH PARTNERS IV, LP | $60,650 | F |
| NORTHGATE PRIVATE EQUITY PARTNERS LP | $15,766 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $151,639,641 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $25,100 |
| PAYABLE TO RELATED ORGS | $299,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,286 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. AT JUNE 30, 2025 AND 2024, THE FOUNDATION HAS NOT RECORDED ANY TAX LIABILITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $20,874,433 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $11,715,325 |
| SOUTH AMERICA | 0 | 0 | SCHOLARSHIPS | $16,207 |
| NORTH AMERICA | 0 | 0 | SCHOLARSHIPS | $1,500 |
| SOUTH ASIA | 0 | 0 | SCHOLARSHIPS | $16,758 |
| SUB-SAHARAN AFRICA | 0 | 0 | SCHOLARSHIPS | $19,178 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | SCHOLARSHIPS | $2,400 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | SCHOLARSHIPS | $1,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | SCHOLARSHIPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $32,646,801 | SubtotalSpentAmt |
| Continuation Spent | $2,000 | ContinuationSpentAmt |
| Total Spent | $32,648,801 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP | SOUTH AMERICA | 3 | $16,207 | FINANCIAL AID |
| SCHOLARSHIP | NORTH AMERICA | 1 | $1,500 | FINANCIAL AID |
| SCHOLARSHIP | SOUTH ASIA | 3 | $16,758 | FINANCIAL AID |
| SCHOLARSHIP | SUB-SAHARAN AFRICA | 14 | $19,178 | FINANCIAL AID |
| SCHOLARSHIP | EUROPE (INCLUDING ICELAND & GREENLAND) | 3 | $2,400 | FINANCIAL AID |
| SCHOLARSHIP | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $1,000 | FINANCIAL AID |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA | 1 | $2,000 | FINANCIAL AID |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ALUMNI GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $17,299 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,365 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,934 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $180 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,377 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,796 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,926 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUMNI ROAD RACE | Event2Nm |
| Gross Receipts Event2 | $11,730 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,628 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,102 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,828 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $258 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,015 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $29,029 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,993 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,036 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $180 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,205 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,054 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,941 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,380 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,344 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ECU MEDICAL AND HEALTH SCIENCES FOUNDATION INC | ||||||||||
| 690 MEDICAL DRIVE | GREENVILLE | NC | 27835 | 237138921 | 501(C)(3) | $56,000 | $0 | N/A | N/A | GENERAL PROGRAM |
| EAST CAROLINA UNIVERSITY | ||||||||||
| EAST 5TH ST MS 211 | GREENVILLE | NC | 27858 | 566000403 | STATE OF NC | $5,430,379 | $306,872 | N/A | N/A | GENERAL PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN INDEPENDENT SELECTION COMMITTEE SELECTS RECIPIENTS BASED ON CRITERIA ESTABLISHED IN FUND AUTHORITIES AND FUND AGREEMENTS. FUNDS FOR SCHOLARSHIPS AND AWARDS ARE DISTRIBUTED DIRECTLY TO EAST CAROLINA UNIVERSITY WITH THE INTENT OF BEING USED FOR SCHOLARSHIPS, AWARDS, AND GRANTS. MANAGEMENT REVIEWS REPORTS GENERATED BY THE UNIVERSITY TO ENSURE THE FUNDS WERE DISTRIBUTED APPROPRIATELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP ROGERS | ||||||||||||||
| DIRECTOR | $0 | $437,363 | $0 | $34,556 | $0 | $13,133 | $0 | $48,449 | $0 | $92,716 | $0 | $626,217 | $0 | $0 |
| CHRISTOPHER M DYBA | ||||||||||||||
| PRESIDENT | $0 | $333,007 | $0 | $0 | $0 | $9,791 | $0 | $83,720 | $0 | $16,486 | $0 | $443,004 | $0 | $0 |
| STEPHANIE COLEMAN | ||||||||||||||
| TREASURER | $0 | $304,050 | $0 | $0 | $0 | $720 | $0 | $76,192 | $0 | $14,743 | $0 | $395,705 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COMPENSATION FROM RELATED ORGANIZATIONS: | FormAndLineReferenceDesc |
| Explanation | EAST CAROLINA UNIVERSITY PROVIDES COMPENSATION FOR ITS EMPLOYEES WHO SERVE THE EAST CAROLINA UNIVERSITY FOUNDATION, INC. THE UNIVERSITY'S HUMAN RESOURCES DEPARTMENT MANAGES THE COMPENSATION DETERMINATION PROCESS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,950 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $260,220 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,137 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $580,402 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,974 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES & MATERIALS | Desc |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,680 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE ORGANIZATION HIRES THIRD PARTIES TO SELL GIFTS OF JEWELRY, ART OR OTHER NON-CASH CONTRIBUTIONS FOR WHICH AN INDUSTRY EXPERTISE IS REQUIRED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE CHAIR, THE VICE CHAIR, THE IMMEDIATE PAST CHAIR, THE PRESIDENT, THE SECRETARY, THE ASSISTANT SECRETARIES, THE TREASURER, THE CHAIR OF THE ECU REAL ESTATE FOUNDATION, INC., THE CHAIR OF GREEN TOWN PROPERTIES, INC., THE VICE CHANCELLOR OF UNIVERSITY ADVANCEMENT, AND THE CHAIRS OF ALL STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL BE THE DAY TO DAY ADMINISTRATIVE BODY OF THE FOUNDATION. IT SHALL SERVE AS THE PRIMARY PLANNING BODY FOR THE FOUNDATION, SHALL CONSIDER AND APPROVE ALL BUDGET MATTERS, AND PERFORM ALL OTHER ADMINISTRATIVE DUTIES ASSIGNED BY THE BOARD OF DIRECTORS, AND SHALL REPORT ON ITS ACTIONS AT THE NEXT MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO ADD LANGUAGE ENSURING COMPLIANCE WITH UNC SYSTEM REGULATION 600.2.5.2R REGARDING REQUIRED GOVERNANCE ELEMENTS FOR UNIVERSITY ASSOCIATED ENTITIES. THE AMENDMENT PROVIDES THAT AT LEAST ONE THIRD (1/3) OF THE FOUNDATION'S VOTING BOARD MEMBERS MUST BE APPOINTED BY ECU'S CHANCELLOR OR BE SENIOR ACADEMIC OR ADMINISTRATIVE OFFICERS OF THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CHANCELLOR OF EAST CAROLINA UNIVERSITY HAS THE RIGHT TO APPOINT 1/3 OF THE BOARD OF EACH AFFILIATED ENTITY FOR A UNC SYSTEM SCHOOL. THIS CHANGE IS REFLECTED IN THE BY-LAWS UPDATE AND IN THE OPERATING AGREEMENT BETWEEN THE UNIVERSITY AND EACH AFFILIATED ENTITY. THIS AUTHORITY IS GIVEN THROUGH THE UNC SYSTEM'S REGULATION ON REQUIRED ELEMENTS OF UNIVERSITY-ASSOCIATED ENTITY RELATIONSHIP (UNC POLICY MANUAL 600.2.5.2[R] |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION PROVIDES THE MEMBERS OF THE BOARD OF DIRECTORS WITH A LINK TO A PASSWORD-PROTECTED SITE THAT CONTAINS A DRAFT OF THE FOUNDATION'S 990 AND 990-T RETURNS. THE DIRECTORS ARE INFORMED OF THE DRAFT'S AVAILABILITY VIA EMAIL. THE FOUNDATION'S AUDIT COMMITTEE THEN MEETS AND REVIEWS THE RETURNS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR OF THE BOARD WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION MUST DISCLOSE SUCH INTEREST TO THE BOARD. IF A CONFLICT HAS BEEN FOUND TO EXIST BY THE REMAINING BOARD MEMBRS, SUCH DIRECTOR SHALL NOT PARTICIPATE IN DISCUSSIONS REGARDING THE SUBJECT MATTER DISCLOSED AND SHALL NOT VOTE ON ANY ACTION RELATING TO SAID SUBJECT MATTER. ALL DIRECTORS SHALL SIGN AND HAVE FILED IN THE FOUNDATION OFFICE A CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 599,780. MANAGEMENT AND GENERAL EXPENSES 2,653. FUNDRAISING EXPENSES 37,192. TOTAL EXPENSES 639,625. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 924,341. MANAGEMENT AND GENERAL EXPENSES 237,367. FUNDRAISING EXPENSES 1,458,816. TOTAL EXPENSES 2,620,524. |
| FORM 990, PART XI, LINE 9: | BAD DEBT LOSSES -642,947. CHANGE IN VALUE OF SPLIT INTEREST 1,590,906. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECU INNOVATION FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2220 S CHARLES BLVD SUITE 1100 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT OF EAST CAROLINA UNIVERSITY FOUNDATION, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST CAROLINA UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ECU REAL ESTATE FOUNDATION INC | |||||||||||
| 2200 SOUTH CHARLES BLVD SUITE 110 | GREENVILLE | NC | 27858 | 561929013 | PURCHASE OF REAL ESTATE FOR BENEFIT OF ECU | NC | 501(C)(3) | LINE 12B, II | EAST CAROLINA UNIVERSITY FOUNDATION INC | Yes (1) | |
| GREEN TOWN PROPERTIES INC | |||||||||||
| 2200 SOUTH CHARLES BLVD | GREENVILLE | NC | 27858 | 460691193 | PURCHASE OF REAL ESTATE FOR BENEFIT OF ECU | NC | 501(C)(3) | LINE 12B, II | EAST CAROLINA UNIVERSITY FOUNDATION INC | Yes (1) | |
| EAST CAROLINA UNIVERSITY INC | |||||||||||
| EAST FIFTH STREET | GREENVILLE | NC | 27858 | 566000403 | EDUCATIONAL INSTITUTION - PUBLIC | NC | 0 | N/A | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (6) | ||||
| TRUST | NC | ECU FOUNDATION | T | 0 |
| LIFE ESTATE (1) | ||||
| TRUST | NC | ECU FOUNDATION | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GREEN TOWN PROPERTIES INC | ||
| D | $5,181,896 | FAIR MARKET VALUE |
| ECU REAL ESTATE FOUNDATION INC | ||
| C | $531,920 | FAIR MARKET VALUE |
| EAST CAROLINA UNIVERSITY | ||
| B | $5,737,251 | AMOUNT PAID |
| EAST CAROLINA UNIVERSITY | ||
| M | $3,166,192 | FAIR MARKET VALUE |
| EAST CAROLINA UNIVERSITY | ||
| N | $157,308 | FAIR MARKET VALUE |
| EAST CAROLINA UNIVERSITY | ||
| P | $2,636,485 | FAIR MARKET VALUE |