Civic Intelligence

Unc Investment Fund LLC

EIN 20-8346934 • Chapel Hill, NC

1400 Environ WayChapel Hill, NC 27517
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

No historical points available for this chart yet.

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

No historical points available for this chart yet.

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Unc Investment Fund LLC
EIN
20-8346934
Phone
9194421599
Address
1400 ENVIRON WAY, CHAPEL HILL, NC 27517

Signing Officer

Name
Jonathon King
Title
President
Phone
9194421599
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
500 W 5TH STREET SUITE 800, WINSTONSALEM, NC 27101
Preparer
Shawn Hutchinson
Phone
3362753394
Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/Form4797GainOrLossAmt06847220
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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt05416004
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-1159224
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt0-1159224
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt05416004
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IRS3800/AdjustedNetIncomeTaxAmt0657908
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-1159224
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt05416004
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IRS990T/ForeignAccountsQuestionInd00
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IRS990T/OverpaymentSection/AppliedToESTaxAmt0749148
IRS990T/OverpaymentSection/OverpaymentAmt0749148
IRS990T/OverpaymentSection/RefundAmt00
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IRS990T/PriorYearOverpaymentCreditAmt073974
IRS990TScheduleA/CapitalGainNetIncomeAmt011104000
IRS990TScheduleA/NetOperatingLossDeductionAmt017058574
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/OtherDeductionsAmt0141000
IRS990TScheduleA/OtherDeductionsAmt12000
IRS990TScheduleA/OtherDeductionsAmt22000
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalDeductionsAmt0417163
IRS990TScheduleA/TotalDeductionsAmt12000
IRS990TScheduleA/TotalDeductionsAmt22000
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt010636381
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-557770
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-412044
IRS990TScheduleA/TotalRentDeductionsAmt00
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IRS990TScheduleA/TotalRentIncomeAmt00
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IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITY
IRS990TScheduleA/TradeOrBusinessDesc1FINANCE & INSURANCE
IRS990TScheduleA/TradeOrBusinessDesc2FOOD MANUFACTURING
IRS990TScheduleA/UBIBeforeNOLDedAmt021323218
IRS990TScheduleA/UBIBeforeNOLDedAmt1-559770
IRS990TScheduleA/UBIBeforeNOLDedAmt2-414044
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHON KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09194421599
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNC INVESTMENT FUND LLC
ReturnHeader/Filer/BusinessNameControlTxt0UNCI
ReturnHeader/Filer/EIN0208346934
ReturnHeader/Filer/PhoneNum09194421599
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 ENVIRON WAY
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 W 5TH STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027101
ReturnHeader/PreparerPersonGrp/PhoneNum03362753394
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN HUTCHINSON
ReturnHeader/ReturnTs02025-05-14T13:43:05-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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