Civic Intelligence

Unc Law Foundation Inc. Van Hecke- Wettach CD3380

990 • Fiscal year 2018 • EIN 56-0934173

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 18, 2018

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

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2018 filings • NTEE B • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2018 filings • NTEE B • $50M-$100M nonprofits • Source year 2018

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2018 filings • NTEE B • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$440,631

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2018 filings • NTEE B • $50M-$100M nonprofits • Source year 2018

Asset Growth

87th percentile

15%

Faster asset growth than 87% of similar nonprofits.

2018 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

32%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$62,250,634

Up $8,192,887 (+15%) from 2017

Net Assets

Up

$62,247,336

Up $8,189,589 (+15%) from 2017

Liabilities

Up

$3,298

Up $3,298 from 2017

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin89th percentile

Revenue

Up

$7,694,265

Up $1,859,895 (+32%) from 2017

Expenses

Up

$4,609,401

Up $275,763 (+6.4%) from 2017

Net Income

Up

$3,084,864

Up $1,584,132 (+106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2018

Assets$62,250,634
Liabilities$3,298
Net Assets$62,247,336
Open 2018 Filing

Operations Trend

Revenue Growth86th 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

2018

Revenue$7,694,265
Expenses$4,609,401
Net Income$3,084,864
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 18, 2018
Return Version
2017v2.3
Gross Receipts
$8,103,128
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$45,239,179$51,164,086▲ $5,924,907
Savings and Temporary Cash Investments$7,121,227$7,400,870▲ $279,643
Pledges and Grants Receivable$1,628,221$3,570,093▲ $1,941,872
Prepaid Expenses and Deferred Charges$66,720--
Cash and Non-Interest-Bearing Accounts$0$33,786▲ $33,786
Other Notes and Loans Receivable, Net$2,400--
Total Assets$54,057,747$62,250,634▲ $8,192,887
Other Assets Total-$81,799-
Liabilities
Accounts Payable and Accrued Expenses$0$3,298▲ $3,298
Total Liabilities$0$3,298▲ $3,298
Net Assets / Fund Balance
Temporarily Rstr Net Assets$25,895,763$31,345,641▲ $5,449,878
Permanently Rstr Net Assets$24,314,262$25,744,928▲ $1,430,666
Unrestricted Net Assets$3,847,722$5,156,767▲ $1,309,045
Total Net Assets Fund Balance$54,057,747$62,247,336▲ $8,189,589
Total Liabilities and Net Assets / Fund Balance$54,057,747$62,250,634▲ $8,192,887

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$51,164,086--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$45,450,779$6,136,644▲ $5,053,756$2,703,706$53,937,473
2016$41,811,793$1,201,945▲ $5,061,026$2,216,802$45,450,779
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
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Deirdre GordonAssistant SecretaryPT$144,048$144,048
Jennifer ClarkAssistant Dean for Finance and Assistant TreasurerPT$134,380$134,380
Louise HarrisAssistant SecretaryPT$130,111$130,111

Board Members and Trustees

NameTitle
Ann CoxPresident and Chairman
Tracy CalderVice President
Martin BrinkleyDean and Secretary/treasurer
Adam TarletonMember
Angie XenakisMember
Chalk BroughtonMember
Joe AustinMember
Joel HugheyMember
Lynne Fuller-andrewsMember
Mary CampbellMember
Michael GodwinMember
Richard FarleyMember
William Bill ScogginMember
Revenue and Support

Revenue Composition

Contributions and Grants
$7,532,526
Program Service Revenue
$0
Investment Income
$168,349
Other Revenue
$-6,610
All Other Contributions
$7,442,642
Change in Net Assets
$3,084,864

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded77$739,198Fair Market Value
Other Non Cash Contri Table10$1,531Fair Market Value
Total Noncash Contributions87$740,729-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,711,048
Revenue Not Reported on Financial Statements
$-16,783
Revenue Not Reported on Form 990
$6,169,554
Other Revenue Adjustments
$-16,783
Total Revenue per Audited Statements
$13,880,602
Total Revenue per Form 990
$7,694,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,159,495
Other Expenses$449,906
Total Fundraising Expense$314,344
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,159,495--$4,159,495
Occupancy-$23,235$187,990$211,225
Fees for Services Other-$107,658-$107,658
Conferences and Meetings--$59,860$59,860
Travel--$54,507$54,507
Office Expenses--$11,442$11,442
Insurance-$3,893-$3,893
Other Expenses-$776$545$1,321
Total Functional Expenses$4,159,495$135,562$314,344$4,609,401

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,691,013
Expenses per Audited Statements$4,609,401
Total Expenses per Form 990$4,609,401
Expenses Not Reported on Form 990$1,081,612
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Carolina at Chapel Hill-501 (c)(3)Support for the Unc Law School.$4,159,495
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,783
Fundraising Gross Income$2,880
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$92,764$2,880$3,077$-197
Total Events$92,764$2,880$16,783$-13,903
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
No
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 11B

“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 conflict of interest policy and annually sign an attestation letter of their adherence to the policy.”

Form 990, Part VI, Section B, Line 15

“The foundation does not compensate any employees, all are employees of the university of north carolina at chapel hill.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available 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
Dean and Secretary/treasurer
Phone
9194450187
Signed
2018-12-18
Discuss with paid preparer
Yes

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
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robin Mcduffie
Phone
9199428700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Bad debt expense -108,879.”

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 230 individuals 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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses netted with fundraising revenue -16,783.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt expense 108,879. Fundraising expenses netted with fundraising revenue 16,783.”

Raw XML AppendixShowing 400 of 613 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/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT AND CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DEAN AND SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT DEAN FOR FINANCE AND ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt089884
IRS990/FundraisingDirectExpensesAmt016783
IRS990/FundraisingGrossIncomeAmt02880
IRS990/GainOrLossGrp/SecuritiesAmt076155
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt04159495
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04159495
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04159495
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0468235
IRS990/GrossReceiptsAmt08103128
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03893
IRS990/InsuranceGrp/TotalAmt03893
IRS990/InvestmentIncomeGrp/ExclusionAmt092194
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092194
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt045239179
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt051164086
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0392080
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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/NetAssetsOrFundBalancesBOYAmt054057747
IRS990/NetAssetsOrFundBalancesEOYAmt062247336
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt076155
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt076155
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13903
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13903
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05213604
IRS990/NoncashContributionsAmt0740729
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0187990
IRS990/OccupancyGrp/ManagementAndGeneralAmt023235
IRS990/OccupancyGrp/TotalAmt0211225
IRS990/OfficeExpensesGrp/FundraisingAmt011442
IRS990/OfficeExpensesGrp/TotalAmt011442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt081799
IRS990/OtherChangesInNetAssetsAmt0-108879
IRS990/OtherExpensesGrp/Desc0MISC EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0545
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0776
IRS990/OtherExpensesGrp/TotalAmt01321
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07293
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07293
IRS990/OtherRevenueTotalAmt07293
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02400
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt024314262
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025744928
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01628221
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03570093
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt066720
IRS990/PrincipalOfficerNm0MARTIN H BRINKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03162986
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02303474
IRS990/PYInvestmentIncomeAmt02648885
IRS990/PYOtherExpensesAmt01068350
IRS990/PYOtherRevenueAmt0-15363
IRS990/PYProgramServiceRevenueAmt037862
IRS990/PYRevenuesLessExpensesAmt01500732
IRS990/PYSalariesCompEmpBnftPaidAmt0961814
IRS990/PYTotalExpensesAmt04333638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05834370
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03084864
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07121227
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07400870
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2013 AMOUNT: $ 35,381. 2014 AMOUNT: $ 129,299. 2017 AMOUNT: $ 7,293.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07532526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03162986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01596983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02571869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01475072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016339436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt092194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09854
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0136079
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02880
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07293
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0129299
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt035381
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0171973
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84530
IRS990ScheduleA/PublicSupportPY170Pct00.84840
IRS990ScheduleA/PublicSupportTotal170Amt014071501
IRS990ScheduleA/SubstantialContributorsTotAmt02267935
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07532526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03162986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01596983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02571869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01475072
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016339436
IRS990ScheduleA/TotalSupportAmt016647488
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02700
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt045450779
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06136644
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt053937473
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05053756
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02703706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0407183
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt041811793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01201945
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt045450779
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05061026
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02216802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt044377971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0409827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt041811793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1276885
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01699120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt041465727
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01367470
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt044377971
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03626865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02082091
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt036245541
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0516126
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt041465727
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05499651
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0795591
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0955950
IRS990ScheduleD/DonatedServicesUseFcltsAmt0955950
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt01081612
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04609401
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05213604
IRS990ScheduleD/OtherExpensesIncludedAmt0125662
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-16783
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt051164086
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNC INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.45900
IRS990ScheduleD/RevenueNotReportedAmt06169554
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-16783
IRS990ScheduleD/RevenueSubtotalAmt07711048
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 230 INDIVIDUALS 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/ExplanationTxt1FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE -16,783.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BAD DEBT EXPENSE 108,879. FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE 16,783.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.51400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt051164086
IRS990ScheduleD/TotalExpensesPerForm990Amt04609401
IRS990ScheduleD/TotalRevenuePerForm990Amt07694265
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013880602
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05691013
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt089884
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt089884
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016783
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,250,634
Liabilities
$3,298
Net assets
$62,247,336
Revenue
$7,694,265
Expenses
$4,609,401
Net income
$3,084,864
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