Civic Intelligence

Unc Law Foundation Inc. Van Hecke- Wettach CD3380

990 • Fiscal year 2015 • EIN 56-0934173

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 08, 2016

Organization ProfileN/A
Unc Law School No Cb3380Chapel Hill, NC 27599-3380

(919) 445-0187

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE B • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE B • $50M-$100M nonprofits • Source year 2015

Net Margin

94th percentile

47%

Higher net margin than 94% of similar nonprofits.

2015 filings • NTEE B • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$367,096

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2015 filings • NTEE B • $50M-$100M nonprofits • Source year 2015

Asset Growth

81st percentile

8.1%

Faster asset growth than 81% of similar nonprofits.

2015 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

44%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$51,427,958

Up $3,868,088 (+8.1%) from 2014

Net Assets

Up

$51,427,958

Up $3,868,088 (+8.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin94th percentile

Revenue

Up

$5,064,531

Up $1,553,143 (+44%) from 2014

Expenses

Up

$2,674,521

Up $982,799 (+58%) from 2014

Net Income

Up

$2,390,010

Up $570,344 (+31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $34,467,144Liabilities 2011: $209Net Assets 2011: $34,466,9352011Assets 2012: $38,078,152Liabilities 2012: $209Net Assets 2012: $38,077,9432012Assets 2013: $42,239,300Liabilities 2013: $0Net Assets 2013: $42,239,3002013Assets 2014: $47,559,870Liabilities 2014: $0Net Assets 2014: $47,559,8702014Assets 2015: $51,427,958Liabilities 2015: $0Net Assets 2015: $51,427,9582015Assets 2016: $48,753,718Liabilities 2016: $0Net Assets 2016: $48,753,7182016Assets 2017: $54,057,747Liabilities 2017: $0Net Assets 2017: $54,057,7472017Assets 2018: $62,250,634Liabilities 2018: $3,298Net Assets 2018: $62,247,3362018Assets 2019: $67,976,386Liabilities 2019: $3,651Net Assets 2019: $67,972,7352019Assets 2020: $68,977,645Liabilities 2020: $0Net Assets 2020: $68,977,6452020Assets 2021: $96,363,557Liabilities 2021: $0Net Assets 2021: $96,363,5572021Assets 2022: $100,707,113Liabilities 2022: $0Net Assets 2022: $100,707,1132022Assets 2023: $97,851,761Liabilities 2023: $2,588Net Assets 2023: $97,849,1732023Assets 2024: $104,979,768Liabilities 2024: $2,264Net Assets 2024: $104,977,5042024

Highlighted filing

2015

Assets$51,427,958
Liabilities$0
Net Assets$51,427,958
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,325,593Expenses 2011: $1,415,104Net Income 2011: $2,910,4892011Expenses 2012: $1,486,0392012Expenses 2013: $2,291,5472013Revenue 2014: $3,511,388Expenses 2014: $1,691,722Net Income 2014: $1,819,6662014Revenue 2015: $5,064,531Expenses 2015: $2,674,521Net Income 2015: $2,390,0102015Revenue 2016: $4,169,249Expenses 2016: $3,383,959Net Income 2016: $785,2902016Revenue 2017: $5,834,370Expenses 2017: $4,333,638Net Income 2017: $1,500,7322017Revenue 2018: $7,694,265Expenses 2018: $4,609,401Net Income 2018: $3,084,8642018Revenue 2019: $5,730,059Expenses 2019: $3,506,118Net Income 2019: $2,223,9412019Revenue 2020: $3,003,930Expenses 2020: $2,703,334Net Income 2020: $300,5962020Revenue 2021: $7,068,726Expenses 2021: $2,722,415Net Income 2021: $4,346,3112021Revenue 2022: $5,495,644Expenses 2022: $3,926,009Net Income 2022: $1,569,6352022Revenue 2023: $3,940,883Expenses 2023: $5,909,657Net Income 2023: -$1,968,7742023Revenue 2024: $3,059,172Expenses 2024: $5,622,422Net Income 2024: -$2,563,2502024

Highlighted filing

2015

Revenue$5,064,531
Expenses$2,674,521
Net Income$2,390,010
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 8, 2016
Return Version
2014v6.0
Gross Receipts
$5,078,935
Mission and Program Overview

Mission

To provide support, foster, and encourage the study and teaching of law at the law school of the university of north carolina at chapel hill.

To provide support, foster, and encourage the study and teaching law at the law school of the university of north carolina at chapel hill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$41,347,769$43,272,077▲ $1,924,308
Savings and Temporary Cash Investments$6,194,694$8,155,881▲ $1,961,187
Accounts Receivable$17,407$0▼ $17,407
Total Assets$47,559,870$51,427,958▲ $3,868,088
Liabilities
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$23,743,232$25,919,339▲ $2,176,107
Permanently Rstr Net Assets$20,931,955$22,405,365▲ $1,473,410
Unrestricted Net Assets$2,884,683$3,103,254▲ $218,571
Total Net Assets Fund Balance$47,559,870$51,427,958▲ $3,868,088
Total Liabilities and Net Assets / Fund Balance$47,559,870$51,427,958▲ $3,868,088

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$43,272,077--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$41,465,727$1,473,384▲ $3,560,195$2,015,421$44,483,885
2013$36,245,541$516,126▲ $5,499,651$795,591$41,465,727
2012$32,500,503$1,821,000▲ $3,660,622$1,736,584$36,245,541
2011$29,334,111$3,553,529▲ $463,351$850,488$32,500,503
2010$24,589,499$1,794,154▲ $3,637,586$687,128$29,334,111
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Patricia HennesseyAssistant TreasurerPT$136,232$136,232
Brandon WrightAssistant SecretaryPT$112,435$112,435
Jennifer ClarkAssistant TreasurerPT$107,987$107,987

Board Members and Trustees

NameTitle
Adam Patrick TarletonBoard of Directors
Ann CoxBoard of Directors
Charles R PhillipsBoard of Directors
Edwin Jasper WalkerBoard of Directors
Elizabeth Leight QuickBoard of Directors
Harriett SmallsBoard of Directors
JOHN PETER O'HALEBoard of Directors
Joel Johnson HugheyBoard of Directors
Lynne Fuller-andrewsBoard of Directors
Merrill Mccall MasonBoard of Directors
Michael H GodwinBoard of Directors
Tracy S CalderBoard of Directors
John Charles BogerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,571,869
Program Service Revenue
$0
Investment Income
$2,372,967
Other Revenue
$119,695
All Other Contributions
$2,513,159
Change in Net Assets
$2,390,010

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded39$266,042Fair Market Value
Other Non Cash Contri Table78$3,206Fair Market Value
Other Non Cash Contri Table34$1,846Fair Market Value
Other Non Cash Contri Table14$1,729Fair Market Value
Other Non Cash Contri Table21$1,547Fair Market Value
Works of Art2$650Fair Market Value
Total Noncash Contributions188$275,020-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,774,226
Revenue Not Reported on Financial Statements
$290,305
Revenue Not Reported on Form 990
$1,492,482
Total Revenue per Audited Statements
$6,266,708
Total Revenue per Form 990
$5,064,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,674,521
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$290,305-$290,305
Other Expenses$261,850--$261,850
All Other Expenses$125,195--$125,195
Fees for Services Accounting-$28,466-$28,466
Total Functional Expenses$2,355,750$318,771$0$2,674,521

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,674,521
Total Expenses per Audited Statements$2,398,620
Expenses per Audited Statements$2,384,216
Expenses Not Reported on Financial Statements$290,305
Expenses Not Reported on Form 990$14,404
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,404
Fundraising Gross Income$4,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$63,510$4,800$4,367$433
Total Events$63,510$4,800$14,404$-9,604
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Dean of unc school of law appoints members to the board of the foundation.”

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by selected members of the audit committee who make a report to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“Board members are provided a copy of the policy and annually sign an attestation letter of their adherence to the policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are avaiable upon request.”

Filing and Contact Details

Filer

Filer Name
Unc Law Foundation Inc
EIN
56-0934173
Phone
9194450187
Address
UNC LAW SCHOOL NO CB3380, CHAPEL HILL, NC 27599-3380

Signing Officer

Name
Martin H Brinkley
Title
Secretary/treasurer
Phone
9194450187
Signed
2016-03-08

Organization Details

Principal Officer
Martin H Brinkley
Formed
1969
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Rsm US Llp
Address
230 N ELM ST STE 1100, GREENSBORO, NC 27401
Preparer
Tamela L Gainey
Phone
3362724551
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“Accounting method used is modified cash basis, consistent with prior year.”

Form 990, Part XII, Line 2C

“Per the agreement with unc chapel hill, the audit committee receives the report from the indepedent auditor.”

Financial Statement Notes

PART V, LINE 4:

“The foundation endowment funds consist of approximately 215 individual funds established for general and educational purposes. Net assets associated with endowment funds are classified and reported based on existence or absence of donor imposed restrictions.”

PART X, LINE 2:

“Management evaluated the foundation's tax positions and concluded that the foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with provisions of the income taxes topic of the fasb asc.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,404.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,404.”

Raw XML AppendixShowing 400 of 590 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.

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IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt058710
IRS990/FundraisingDirectExpensesAmt014404
IRS990/FundraisingGrossIncomeAmt04800
IRS990/GainOrLossGrp/SecuritiesAmt02372422
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02372422
IRS990/GrossReceiptsAmt05078935
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0545
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0545
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt041347769
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt043272077
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047559870
IRS990/NetAssetsOrFundBalancesEOYAmt051427958
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02372422
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02372422
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-9604
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-9604
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01478078
IRS990/NoncashContributionsAmt0275020
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIP FUNDS
IRS990/OtherExpensesGrp/Desc1OPERATIONS AND EXTERNAL
IRS990/OtherExpensesGrp/Desc2FACULTY & STUDENT
IRS990/OtherExpensesGrp/Desc3ALUMNI EVENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt01056576
IRS990/OtherExpensesGrp/ProgramServicesAmt1495583
IRS990/OtherExpensesGrp/ProgramServicesAmt2416546
IRS990/OtherExpensesGrp/ProgramServicesAmt3261850
IRS990/OtherExpensesGrp/TotalAmt01056576
IRS990/OtherExpensesGrp/TotalAmt1495583
IRS990/OtherExpensesGrp/TotalAmt2416546
IRS990/OtherExpensesGrp/TotalAmt3261850
IRS990/OtherRevenueMiscGrp/BusinessCd0611310
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0129299
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0129299
IRS990/OtherRevenueTotalAmt0129299
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020931955
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt022405365
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTIN H BRINKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01475072
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02011118
IRS990/PYOtherExpensesAmt01691722
IRS990/PYOtherRevenueAmt025198
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01819666
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01691722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03511388
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02390010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0129299
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06194694
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08155881
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02571869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01475072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02738565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04545840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02638563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013969909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020109
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031274
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078519
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0129299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt035381
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt037324
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt067793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0197384
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0467181
IRS990ScheduleA/PublicSupportCY170Pct00.60210
IRS990ScheduleA/PublicSupportPY170Pct00.61260
IRS990ScheduleA/PublicSupportTotal170Amt08740181
IRS990ScheduleA/SubstantialContributorsTotAmt05229728
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02571869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01475072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02738565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04545840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02638563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013969909
IRS990ScheduleA/TotalSupportAmt014515609
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt041465727
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01473384
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt044483885
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03560195
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02015421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt036245541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0516126
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt041465727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05499651
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0795591
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt032500503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01821000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt036245541
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03660622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01736584
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029334111
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03553529
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt032500503
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0463351
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0850488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt024589499
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01794154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029334111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03637586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0687128
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt014404
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0290305
IRS990ScheduleD/ExpensesSubtotalAmt02384216
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0290305
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0290305
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01478078
IRS990ScheduleD/OtherExpensesIncludedAmt014404
IRS990ScheduleD/OtherRevenueAmt014404
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt043272077
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNC INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50370
IRS990ScheduleD/RevenueNotReportedAmt01492482
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0290305
IRS990ScheduleD/RevenueSubtotalAmt04774226
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 215 INDIVIDUAL FUNDS ESTABLISHED FOR GENERAL AND EDUCATIONAL PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 14,404.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES 14,404.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.49630
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt043272077
IRS990ScheduleD/TotalExpensesPerForm990Amt02674521
IRS990ScheduleD/TotalRevenuePerForm990Amt05064531
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06266708
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02398620
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt058710
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058710
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014404
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063510
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04800

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,427,958
Liabilities
$0
Net assets
$51,427,958
Revenue
$5,064,531
Expenses
$2,674,521
Net income
$2,390,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$3.06$5.62$2.56
2023Detailed filing. Detailed filing data is available for this year.$97.9$0.00$97.8$3.94$5.91$1.97
2022Detailed filing. Detailed filing data is available for this year.$101$0.00$101$5.50$3.93$1.57
2021Detailed filing. Detailed filing data is available for this year.$96.4$0.00$96.4$7.07$2.72$4.35
2020Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$3.00$2.70$0.30
2019Detailed filing. Detailed filing data is available for this year.$68.0$0.00$68.0$5.73$3.51$2.22
2018Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.2$7.69$4.61$3.08
2017Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$5.83$4.33$1.50
2016Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$4.17$3.38$0.79
2015Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$5.06$2.67$2.39
2014Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$3.51$1.69$1.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$0.00$42.2$2.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.1$0.00$38.1$1.49
2011Summary only. Only limited summary data is available for this year.$34.5$0.00$34.5$4.33$1.42$2.91