Civic Intelligence

Unc Law Foundation Inc. Van Hecke- Wettach CD3380

990 • Fiscal year 2020 • EIN 56-0934173

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 24, 2020

Organization ProfileN/A
Attn Jen Clark Cb 3380Chapel 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

5th percentile

0.00x

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

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$448,707

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2020 filings • NTEE B • $50M-$100M nonprofits • Source year 2020

Asset Growth

45th percentile

1.5%

Faster asset growth than 45% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-48%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • NTEE B • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$68,977,645

Up $1,001,259 (+1.5%) from 2019

Net Assets

Up

$68,977,645

Up $1,004,910 (+1.5%) from 2019

Liabilities

Down

$0

Down $3,651 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin65th percentile

Revenue

Down

$3,003,930

Down $2,726,129 (-48%) from 2019

Expenses

Down

$2,703,334

Down $802,784 (-23%) from 2019

Net Income

Down

$300,596

Down $1,923,345 (-86%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$68,977,645
Liabilities$0
Net Assets$68,977,645
Open 2020 Filing

Operations Trend

Revenue Growth4th 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

2020

Revenue$3,003,930
Expenses$2,703,334
Net Income$300,596
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 24, 2020
Return Version
2019v5.1
Gross Receipts
$3,021,354
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$55,438,037$54,774,282▼ $663,755
Savings and Temporary Cash Investments$8,674,700$11,414,255▲ $2,739,555
Pledges and Grants Receivable$3,756,284$2,677,085▼ $1,079,199
Cash and Non-Interest-Bearing Accounts$34,956$71,226▲ $36,270
Total Assets$67,976,386$68,977,645▲ $1,001,259
Other Assets Total$72,409$40,797▼ $31,612
Liabilities
Accounts Payable and Accrued Expenses$3,651$0▼ $3,651
Total Liabilities$3,651$0▼ $3,651
Net Assets / Fund Balance
Net Assets With Donor Restrictions$60,954,199$60,781,518▼ $172,681
Net Assets Without Donor Restrictions$7,018,536$8,196,127▲ $1,177,591
Total Net Assets Fund Balance$67,972,735$68,977,645▲ $1,004,910
Total Liabilities and Net Assets / Fund Balance$67,976,386$68,977,645▲ $1,001,259

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$54,774,282--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$56,620,021$1,137,746▲ $768,761$1,979,607$56,546,922
2018$53,937,473$1,137,608▲ $3,573,935$2,028,995$56,620,021
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
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Martin Hal BrinkleyEX: OFFICIO: DEAN AND SECRETARY/TREASURER-$448,707$448,707
Deirdre GordonAssociate Dean of Development and Assistant SecretPT$197,069$197,069
Jennifer ClarkAssistant Dean for Finance and Assistant TreasurerPT$148,645$148,645

Board Members and Trustees

NameTitle
M Ann CoxPresident and Chairman
Tracy Schaefer CalderVice President
Deirdre GordonAssociate Dean of Development and as
Martin Hal BrinkleyEX: OFFICIO: DEAN AND SECRETARY/TREA
Angela Marie XenakisMember
Charles T PlambeckMember
Elizabeth Jean BowerMember
Gary M LondonMember
H Chalk Broughton JrMember
Karen Ann PoppMember
Kevin Dwan HowellMember
Mary Gill CampbellMember
Richard Lee FarleyMember
William Joe Austin JrMember
Wilson L WhiteMember
Revenue and Support

Revenue Composition

Contributions and Grants
$2,909,940
Program Service Revenue
$0
Investment Income
$101,329
Other Revenue
$-7,339
All Other Contributions
$2,877,330
Change in Net Assets
$300,596

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 Traded19$112,103Fair Market Value
Total Noncash Contributions19$112,103-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,021,354
Revenue Not Reported on Financial Statements
$-17,424
Revenue Not Reported on Form 990
$1,695,828
Other Revenue Adjustments
$-17,424
Total Revenue per Audited Statements
$4,717,182
Total Revenue per Form 990
$3,003,930
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,566,556
Other Expenses$136,778
Total Fundraising Expense$36,794
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,566,556--$2,566,556
Fees for Services Other-$76,022-$76,022
Conferences and Meetings--$21,862$21,862
Insurance-$12,470-$12,470
Other Expenses-$11,034-$11,034
Travel--$7,034$7,034
Office Expenses--$4,185$4,185
Occupancy-$458$3,713$4,171
Total Functional Expenses$2,566,556$99,984$36,794$2,703,334

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,712,272
Expenses per Audited Statements$2,703,334
Total Expenses per Form 990$2,703,334
Expenses Not Reported on Form 990$1,008,938
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.$2,564,556
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,424
Fundraising Gross Income$2,640
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$35,250$2,640$1,975$665
Total Events$35,250$2,640$17,424$-14,784
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 35% controlled entity
No
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
ATTN JEN CLARK CB 3380, CHAPEL HILL, NC 27599-3380

Signing Officer

Name
Martin H Brinkley
Title
Dean and Secretary/treasurer
Phone
9194450187
Signed
2020-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin H Brinkley
Formed
1969
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
13

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 -80,126.”

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 -17,424.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt expense 80,126. Fundraising expenses netted with fundraising revenue 17,424.”

Raw XML AppendixShowing 400 of 625 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/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT AND CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX: OFFICIO: DEAN AND SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT DEAN FOR FINANCE AND ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSOCIATE DEAN OF DEVELOPMENT AND ASSISTANT SECRET
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt032610
IRS990/FundraisingDirectExpensesAmt017424
IRS990/FundraisingGrossIncomeAmt02640
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt02566556
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02566556
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02566556
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03021354
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt012470
IRS990/InsuranceGrp/TotalAmt012470
IRS990/InvestmentIncomeGrp/ExclusionAmt0101329
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101329
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt055438037
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054774282
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
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/NetAssetsOrFundBalancesBOYAmt067972735
IRS990/NetAssetsOrFundBalancesEOYAmt068977645
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14784
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14784
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0784440
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07018536
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08196127
IRS990/NoncashContributionsAmt0112103
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03713
IRS990/OccupancyGrp/ManagementAndGeneralAmt0458
IRS990/OccupancyGrp/TotalAmt04171
IRS990/OfficeExpensesGrp/FundraisingAmt04185
IRS990/OfficeExpensesGrp/TotalAmt04185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt072409
IRS990/OtherAssetsTotalGrp/EOYAmt040797
IRS990/OtherChangesInNetAssetsAmt0-80126
IRS990/OtherExpensesGrp/Desc0MISC EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011034
IRS990/OtherExpensesGrp/TotalAmt011034
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07445
IRS990/OtherRevenueTotalAmt07445
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03756284
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02677085
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARTIN H BRINKLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05572776
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03057639
IRS990/PYInvestmentIncomeAmt0154639
IRS990/PYOtherExpensesAmt0448479
IRS990/PYOtherRevenueAmt02644
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02223941
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03506118
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05730059
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0300596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08674700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011414255
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2017 AMOUNT: $ 7,293. 2018 AMOUNT: $ 8,793. 2019 AMOUNT: $ 6,916.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03024940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05572776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07532526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03162986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01596983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020890211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0154639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt092194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08586
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0381648
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06916
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08793
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt07293
IRS990ScheduleA/OtherIncome170Grp/TotalAmt023002
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82870
IRS990ScheduleA/PublicSupportPY170Pct00.79640
IRS990ScheduleA/PublicSupportTotal170Amt017646207
IRS990ScheduleA/SubstantialContributorsTotAmt03244004
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03024940
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05572776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07532526
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03162986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01596983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020890211
IRS990ScheduleA/TotalSupportAmt021294861
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/BoardDesignatedBalanceEOYPct00.02800
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt056620021
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01137746
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056546922
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0768761
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01979607
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt053937473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01137608
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt056620021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03573935
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02028995
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt045450779
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06136644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt053937473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05053756
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02703706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0407183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt041811793
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01201945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt045450779
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05061026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02216802
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt044377971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0409827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt041811793
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1276885
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01699120
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0911388
IRS990ScheduleD/DonatedServicesUseFcltsAmt0911388
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt01008938
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02703334
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0784440
IRS990ScheduleD/OtherExpensesIncludedAmt097550
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-17424
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt054774282
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNC INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47900
IRS990ScheduleD/RevenueNotReportedAmt01695828
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-17424
IRS990ScheduleD/RevenueSubtotalAmt03021354
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 -17,424.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BAD DEBT EXPENSE 80,126. FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE 17,424.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.49300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt054774282
IRS990ScheduleD/TotalExpensesPerForm990Amt02703334
IRS990ScheduleD/TotalRevenuePerForm990Amt03003930
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04717182
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03712272
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt032610
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt032610
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,977,645
Liabilities
$0
Net assets
$68,977,645
Revenue
$3,003,930
Expenses
$2,703,334
Net income
$300,596
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
Peer Organizations

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