Form 990, Part VI, Section B, Line 11
“It is our intention that the executive committee review 990 electronically prior to it being filed.”
990 • Fiscal year 2015 • EIN 23-7160700
Scores are not available for this record yet.
Assets
Down$9,340,631
Down $146,458 (-1.5%) from 2014
Net Assets
Down$9,340,631
Down $146,458 (-1.5%) from 2014
Liabilities
Flat$0
Flat from 2014
Revenue
Down$584,883
Down $172,304 (-23%) from 2014
Expenses
Up$388,871
Up $38,679 (+11%) from 2014
Net Income
Down$196,012
Down $210,983 (-52%) from 2014
PLEASE SEE SCHEDULE O
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $9,487,089 | $9,340,631 | ▼ $146,458 |
| Investments Other Securities | $9,432,286 | $9,282,554 | ▼ $149,732 |
| Savings and Temporary Cash Investments | $54,803 | $57,577 | ▲ $2,774 |
| Accounts Receivable | - | $500 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $9,487,089 | $9,340,631 | ▼ $146,458 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $9,487,089 | $9,340,631 | ▼ $146,458 |
| Total Liabilities and Net Assets / Fund Balance | $9,487,089 | $9,340,631 | ▼ $146,458 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $9,282,554 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2014 | $9,060,040 | $133,176 | ▲ $37,108 | $352,333 | $8,877,991 |
| 2013 | $7,898,153 | $225,020 | ▲ $1,259,914 | $323,047 | $9,060,040 |
| 2012 | $7,211,969 | $182,141 | ▲ $755,320 | $251,277 | $7,898,153 |
| 2011 | $7,612,458 | $43,900 | ▼ $202,331 | $242,058 | $7,211,969 |
| 2010 | $6,367,287 | $155,020 | ▲ $1,330,139 | $239,988 | $7,612,458 |
| Name | Title | Other | Total |
|---|---|---|---|
| Anna Marshall-baker | Director | $140,928 | $140,928 |
| Charles Anthony Maimone | Treasurer | $124,175 | $124,175 |
| Name | Title |
|---|---|
| Dr Sarah M Shoffner | President |
| Linda Ruth Higgins | Vice President |
| Ann B Burke | Director |
| Betsy Suitt Oakley | Director |
| Celia Brewer Cook | Director |
| Dolores Davis Paylor | Director |
| Dr Corinth Andrews Auld | Director |
| Dr Helen a Shaw | Director |
| Dr Joseph Lee Beverly Iii | Director |
| Dr Margaret B Arbuckle | Director |
| Gerard Anthony Carter | Director |
| Heather Leigh Colleran | Director |
| Jewel Beauford Hoogstoel | Director |
| Ken Fulp | Director |
| Laura Deddish Burton | Director |
| Marnie Ruskin | Director |
| Michael F Luther | Director |
| Dr Janis I Zink | Secretary |
| Reade Taylor | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $341,076 |
| Other Expenses | $47,795 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $341,076 | - | - | $341,076 |
| Fees for Service Investment Mgmnt Fees | - | $46,085 | - | $46,085 |
| Other Expenses | - | $1,710 | - | $1,710 |
| Total Functional Expenses | $341,076 | $47,795 | $0 | $388,871 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $388,871 |
| Expenses per Audited Statements | $342,786 |
| Total Expenses per Audited Statements | $342,786 |
| Expenses Not Reported on Financial Statements | $46,085 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| The University of North Carolina at Greensboro | Greensboro, NC | Governmental | To Aid and Promote, by Financial Assistance and Otherwise, Excellence in Higher Education, Service and Research in the Six Units Housed in the School of Human Environmental Sciences at the University of North Carolina at Greensboro Immediately Prior to Its Merger With Into the School of Health and Human Science and to Aid and Promote the Endowment of the Foundation for Professorships, Scholarships, Fellowships, Loan Funds, Program Support, and Other Forms of Financial Assistance to Faculty, Staff Members and Students. | $341,076 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“It is our intention that the executive committee review 990 electronically prior to it being filed.”
“The organization regularly and consistently monitors and enforces compliance with the conflict interest policy via annual request from the officers, directors, trustees and key employees.”
“The entity has no employees and as such does not have compensation policies. Uncg, a related party, pays the compensation shown on part vii and does have compensation review polices in place.”
“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“The university of north carolina at greensboro human environmental sciences foundation is a north carolina not-for-profit corporation which operates for educational, scientific, and charitable purpose within section 501 (c) (3) of the internal revenue code. It was "organized exclusively for the benefit of the five departments and center that were housed in the school of human environmental sciences of the university of north carolina at greensboro immediately prior to the realignment on july 1, 2011." the purposes for which the corporation was organized are: 1) to aid and promote, by financial assistance and otherwise, excellence in higher education, service and research in the six units housed in the school of human environmental sciences at the university of north carolina at greensboro immediately prior to its merger with into the school of health and human science and 2) to aid and promote the endowment of the foundation for professorships, scholarships, fellowships, loan funds, program support, and other forms of financial assistance to faculty, staff members and students.”
“Processes for financial statements and reporting were consistent with prior year.”
“The majority of endowments are donor restricted for scholarships, departmental support, or professorships. The unrestricted dollars fund the operating budget, as well as discretionary funding.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/Desc | 0 | TO FUND SCHOLARSHIPS AND FELLOWSHIPS FOR STUDENTS AT THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO. STUDENT SCHOLARSHIPS $171,121; DEPARTMENTAL FUNDING $161,667; PROFESSORSHIPS $8,288. |
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| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 9432286 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 9282554 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PLEASE SEE SCHEDULE O |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 9487089 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 9340631 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 379577 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 379577 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -342470 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | ADMINISTRATIVE EXPENES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1710 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1710 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | CHARLES MAIMONE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 228170 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 302905 |
| IRS990/PYInvestmentIncomeAmt | 0 | 529017 |
| IRS990/PYOtherExpensesAmt | 0 | 47287 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 406995 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 350192 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 757187 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 196012 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 9487089 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 9340631 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 54803 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 57577 |
| IRS990ScheduleA/CollegeOrganizationInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 133176 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 228170 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 182391 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 44150 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 155270 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 743157 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 72130 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 59813 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 84691 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 69149 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 57717 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 343500 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.40550 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.41940 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 440596 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 302561 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 133176 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 228170 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 182391 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 44150 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 155270 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 743157 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 1086657 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.01980 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 9060040 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 133176 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 8877991 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 37108 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 352333 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7898153 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 225020 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 9060040 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1259914 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 323047 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7211969 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 182141 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7898153 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 755320 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 251277 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 7612458 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 43900 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7211969 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -202331 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 242058 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 6367287 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 155020 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 7612458 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 1330139 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 239988 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 1 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 46085 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 342786 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 46085 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 46085 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -342470 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 9282554 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | SHARES IN UNCG INVEST FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.98020 |
| IRS990ScheduleD/RelatedOrgListSchRInd | 0 | 1 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -342470 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 46085 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 538798 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE MAJORITY OF ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET, AS WELL AS DISCRETIONARY FUNDING. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 9282554 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 388871 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 584883 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 196328 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 342786 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.