Civic Intelligence

Unc Law Foundation Inc. Van Hecke- Wettach CD3380

990 • Fiscal year 2016 • EIN 56-0934173

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 23, 2017

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.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$343,310

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • NTEE B • $25M-$50M nonprofits • Source year 2016

Asset Growth

13th percentile

-5.2%

Faster asset growth than 13% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$48,753,718

Down $2,674,240 (-5.2%) from 2015

Net Assets

Down

$48,753,718

Down $2,674,240 (-5.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin75th percentile

Revenue

Down

$4,169,249

Down $895,282 (-18%) from 2015

Expenses

Up

$3,383,959

Up $709,438 (+27%) from 2015

Net Income

Down

$785,290

Down $1,604,720 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2016

Assets$48,753,718
Liabilities$0
Net Assets$48,753,718
Open 2016 Filing

Operations Trend

Revenue Growth18th 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

2016

Revenue$4,169,249
Expenses$3,383,959
Net Income$785,290
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 23, 2017
Return Version
2015v3.0
Gross Receipts
$4,179,813
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$43,272,077$41,777,904▼ $1,494,173
Savings and Temporary Cash Investments$8,155,881$6,974,664▼ $1,181,217
Total Assets$51,427,958$48,753,718▼ $2,674,240
Other Assets Total$0$1,150▲ $1,150
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$22,405,365$22,721,481▲ $316,116
Temporarily Rstr Net Assets$25,919,339$22,574,967▼ $3,344,372
Unrestricted Net Assets$3,103,254$3,457,270▲ $354,016
Total Net Assets Fund Balance$51,427,958$48,753,718▼ $2,674,240
Total Liabilities and Net Assets / Fund Balance$51,427,958$48,753,718▼ $2,674,240

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$41,777,904--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$44,377,971$409,827▼ $1,276,885$1,699,120$41,811,793
2014$41,465,727$1,367,470▲ $3,626,865$2,082,091$44,377,971
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
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer ClarkAssistant TreasurerPT$117,888$117,888
Louise HarrisAssistant SecretaryPT$97,344$97,344

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
Harriet Jean HoltBoard 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
Brandon WrightFormer Assistant Secretary
Patricia HennesseyFormer Assistant Treasurer
John Charles BogerFormer Secretary/treasurer
Martin H BrinkleySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,596,983
Program Service Revenue
$18,545
Investment Income
$2,564,085
Other Revenue
$-10,364
All Other Contributions
$1,525,941
Change in Net Assets
$785,290

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 Traded12$89,775Fair Market Value
Other Non Cash Contri Table1$2,000Fair Market Value
Other Non Cash Contri Table1$1,742Fair Market Value
Total Noncash Contributions14$93,517-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,796,395
Revenue Not Reported on Financial Statements
$372,854
Revenue Not Reported on Form 990
$-3,448,967
Total Revenue per Audited Statements
$347,428
Total Revenue per Form 990
$4,169,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,941,325
Other Expenses$1,442,634
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,941,325--$1,941,325
Fees for Service Investment Mgmnt Fees-$372,854-$372,854
Other Expenses$120,494--$120,494
Fees for Services Accounting-$32,600-$32,600
Total Functional Expenses$2,978,505$405,454$0$3,383,959

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,383,959
Total Expenses per Audited Statements$3,021,668
Expenses per Audited Statements$3,011,105
Expenses Not Reported on Financial Statements$372,854
Expenses Not Reported on Form 990$10,563
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,564
Fundraising Gross Income$200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$71,242$200$414$-214
Total Events$71,242$200$10,564$-10,364
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
Backup withholding compliance
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 for the same period of disclosure as set forth in section 6104(d).”

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
2017-02-23

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
Yong Zhang
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 independent 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 10,563.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 10,563.”

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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/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15FORMER SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER ASSISTANT TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt071042
IRS990/FundraisingDirectExpensesAmt010564
IRS990/FundraisingGrossIncomeAmt0200
IRS990/GainOrLossGrp/SecuritiesAmt02555499
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01941325
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01941325
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01941325
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02555499
IRS990/GrossReceiptsAmt04179813
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt08586
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08586
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt043272077
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt041777904
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/NetAssetsOrFundBalancesBOYAmt051427958
IRS990/NetAssetsOrFundBalancesEOYAmt048753718
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02555499
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02555499
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10364
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10364
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3459530
IRS990/NoncashContributionsAmt093517
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01150
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FACULTY & STUDENT
IRS990/OtherExpensesGrp/Desc1OPERATIONS AND EXTERNAL
IRS990/OtherExpensesGrp/Desc2ALUMNI EVENTS
IRS990/OtherExpensesGrp/Desc3LIBRARY OPERATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0378927
IRS990/OtherExpensesGrp/ProgramServicesAmt1320023
IRS990/OtherExpensesGrp/ProgramServicesAmt2217736
IRS990/OtherExpensesGrp/ProgramServicesAmt3120494
IRS990/OtherExpensesGrp/TotalAmt0378927
IRS990/OtherExpensesGrp/TotalAmt1320023
IRS990/OtherExpensesGrp/TotalAmt2217736
IRS990/OtherExpensesGrp/TotalAmt3120494
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt022405365
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt022721481
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTIN H BRINKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018545
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02571869
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02372967
IRS990/PYOtherExpensesAmt02674521
IRS990/PYOtherRevenueAmt0119695
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02390010
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02674521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05064531
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0785290
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt018545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08155881
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06974664
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2011 AMOUNT: $ 67,793. 2012 AMOUNT: $ 37,324. 2013 AMOUNT: $ 35,381. 2014 AMOUNT: $ 129,299.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01596983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02571869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01475072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02738565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04545840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012928329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09854
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020109
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055831
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0129299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035381
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt037324
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt067793
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0269797
IRS990ScheduleA/PublicSupportCY170Pct00.66080
IRS990ScheduleA/PublicSupportPY170Pct00.60210
IRS990ScheduleA/PublicSupportTotal170Amt08758487
IRS990ScheduleA/SubstantialContributorsTotAmt04169842
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01596983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02571869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01475072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02738565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04545840
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012928329
IRS990ScheduleA/TotalSupportAmt013253957
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/BeginningYearBalanceAmt044377971
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0409827
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt041811793
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1276885
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01699120
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt041465727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01367470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt044377971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03626865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02082091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt036245541
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0516126
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041465727
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05499651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0795591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt032500503
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01821000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt036245541
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03660622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01736584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt029334111
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03553529
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt032500503
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0463351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0850488
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt010563
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0372854
IRS990ScheduleD/ExpensesSubtotalAmt03011105
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0372854
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0372854
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3459530
IRS990ScheduleD/OtherExpensesIncludedAmt010563
IRS990ScheduleD/OtherRevenueAmt010563
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt041777904
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNC INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.54000
IRS990ScheduleD/RevenueNotReportedAmt0-3448967
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0372854
IRS990ScheduleD/RevenueSubtotalAmt03796395
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.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,753,718
Liabilities
$0
Net assets
$48,753,718
Revenue
$4,169,249
Expenses
$3,383,959
Net income
$785,290
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