Civic Intelligence

Educational Foundation Scholarship Endowment Trust

990 • Fiscal year 2014 • EIN 56-6094839

Jul 01, 2013 to Jun 30, 2014 • Filed on May 08, 2015

Organization ProfileWWW.RAMSCLUB.COM
450 Skipper Bowles DriveSuite27599

(919) 843-2000

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

2nd percentile

0.00x

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

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

33rd percentile

$335,843

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

75th percentile

10%

Faster asset growth than 75% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$221,212,043

Up $20,810,586 (+10%) from 2013

Net Assets

Up

$221,152,020

Up $20,812,651 (+10%) from 2013

Liabilities

Down

$60,023

Down $2,065 (-3.3%) from 2013

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin77th percentile

Revenue

$12,185,515

No earlier filing loaded for comparison.

Expenses

Up

$9,586,869

Up $1,137 (+0.0%) from 2013

Net Income

$2,598,646

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$600M$400M$200M$0Assets 2010: $174,627,202Liabilities 2010: $95,815Net Assets 2010: $174,531,3872010Assets 2011: $191,065,552Liabilities 2011: $92,798Net Assets 2011: $190,972,7542011Assets 2012: $187,447,465Liabilities 2012: $66,865Net Assets 2012: $187,380,6002012Assets 2013: $200,401,457Liabilities 2013: $62,088Net Assets 2013: $200,339,3692013Assets 2014: $221,212,043Liabilities 2014: $60,023Net Assets 2014: $221,152,0202014Assets 2015: $232,725,483Liabilities 2015: $56,089Net Assets 2015: $232,669,3942015Assets 2016: $220,197,030Liabilities 2016: $47,626Net Assets 2016: $220,149,4042016Assets 2017: $241,319,053Liabilities 2017: $41,114Net Assets 2017: $241,277,9392017Assets 2018: $268,950,460Liabilities 2018: $37,844Net Assets 2018: $268,912,6162018Assets 2019: $287,135,487Liabilities 2019: $38,495Net Assets 2019: $287,096,9922019Assets 2020: $284,255,415Liabilities 2020: $36,677Net Assets 2020: $284,218,7382020Assets 2021: $389,903,195Liabilities 2021: $18,215Net Assets 2021: $389,884,9802021Assets 2022: $400,369,374Liabilities 2022: $17,748Net Assets 2022: $400,351,6262022Assets 2023: $390,931,229Liabilities 2023: $16,001Net Assets 2023: $390,915,2282023Assets 2024: $423,089,958Liabilities 2024: $0Net Assets 2024: $423,089,9582024

Highlighted filing

2014

Assets$221,212,043
Liabilities$60,023
Net Assets$221,152,020
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0Expenses 2010: $9,249,1472010Expenses 2011: $8,966,1702011Expenses 2012: $9,455,4302012Expenses 2013: $9,585,7322013Revenue 2014: $12,185,515Expenses 2014: $9,586,869Net Income 2014: $2,598,6462014Revenue 2015: $13,432,054Expenses 2015: $10,228,784Net Income 2015: $3,203,2702015Revenue 2016: $13,254,885Expenses 2016: $10,429,259Net Income 2016: $2,825,6262016Revenue 2017: $18,603,054Expenses 2017: $10,553,783Net Income 2017: $8,049,2712017Revenue 2018: $25,227,168Expenses 2018: $10,931,913Net Income 2018: $14,295,2552018Revenue 2019: $21,579,390Expenses 2019: $11,260,488Net Income 2019: $10,318,9022019Revenue 2020: $17,928,472Expenses 2020: $11,748,217Net Income 2020: $6,180,2552020Revenue 2021: $25,351,334Expenses 2021: $12,344,558Net Income 2021: $13,006,7762021Revenue 2022: $25,037,284Expenses 2022: $12,994,195Net Income 2022: $12,043,0892022Revenue 2023: $25,424,536Expenses 2023: $14,052,980Net Income 2023: $11,371,5562023Revenue 2024: $23,391,900Expenses 2024: $15,179,740Net Income 2024: $8,212,1602024

Highlighted filing

2014

Revenue$12,185,515
Expenses$9,586,869
Net Income$2,598,646
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Gross Receipts
$12,264,859
Mission and Program Overview

Mission

The trust was organized and at all times has and shall continue to be operated exclusively for the purpose of making distributions to the educational foundation, inc. (the "foundation") for use by the foundation in awarding scholarships to student-athletes attending the university of north carolina at chapel hill.

The trust operates solely to assist the university of north carolina at chapel hill in providing financial assistance to students at the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$181,234,011$202,108,430▲ $20,874,419
Savings and Temporary Cash Investments$10,658,671$10,559,908▼ $98,763
Pledges and Grants Receivable$2,431,585$2,407,577▼ $24,008
Investments in Publicly Traded Securities$314,788$302,283▼ $12,505
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$200,401,457$221,212,043▲ $20,810,586
Other Assets Total$5,762,402$5,833,845▲ $71,443
Liabilities
Other Liabilities$62,088$60,023▼ $2,065
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$62,088$60,023▼ $2,065
Net Assets / Fund Balance
Permanently Rstr Net Assets$109,223,570$111,533,057▲ $2,309,487
Temporarily Rstr Net Assets$91,115,799$109,618,963▲ $18,503,164
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$200,339,369$221,152,020▲ $20,812,651
Total Liabilities and Net Assets / Fund Balance$200,401,457$221,212,043▲ $20,810,586

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$372,462--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$200,339,369$2,309,487▲ $28,071,679-$221,152,020
2012$187,380,600$2,376,348▲ $20,150,120-$200,339,369
2011$190,972,754$2,480,882▲ $3,382,394-$187,380,600
2010$174,531,387$2,059,092▲ $23,348,445-$190,972,754
2009$172,440,029$1,663,313▲ $9,677,192-$174,531,387
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleOtherTotal
Brad BurrisInvestment Committee Member$335,843$335,843
Bob EubanksInvestment Committee Chair$158,257$158,257
Allen WilsonInvestment Committee Member$152,848$152,848

Board Members and Trustees

NameTitle
Dawn McphersonDirector of Administration
Diane AldridgeDirector of Finance
John MontgomeryExecutive Director
Tom ChewningInvestment Committee Member
Munroe CobeyInvestments Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,309,487
Program Service Revenue
$0
Investment Income
$9,876,028
Other Revenue
$0
All Other Contributions
$2,309,487
Change in Net Assets
$2,598,646

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 Traded11$257,993Fair Market Value (FMV)
Total Noncash Contributions11$257,993-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,167,161
Revenue Not Reported on Financial Statements
$18,354
Revenue Not Reported on Form 990
$18,214,005
Total Revenue per Audited Statements
$30,381,166
Total Revenue per Form 990
$12,185,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,560,990
Other Expenses$25,879
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,560,990--$9,560,990
Other Expenses-$18,354-$18,354
Total Functional Expenses$9,560,990$25,879$0$9,586,869

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,586,869
Expenses per Audited Statements$9,568,515
Total Expenses per Audited Statements$9,568,515
Expenses Not Reported on Financial Statements$18,354
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-6058412-501(c)(3)Scholarships$9,560,990
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$60,023
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
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 B, QUESTION 11:

“Board review of form 990 during may of 2015, management distributed a draft of the 2013 form 990 to the audit committee and gave the members an opportunity to provide comments and ask questions with respect to the draft. Based on feedback provided from the audit committee, management updated the draft form 990. Prior to finalization of the return, management provided a finalized draft, via e-mail, to all members of the executive board of directors prior to filing with the irs.”

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

“Conflict of interest policy educational foundation scholarship endowment trust has a conflict of interest policy. It is the responsibility of each board member to annually notify the foundation of any potential conflicts. The organization's annual notification process serves as its process for monitoring potential conflicts.”

FORM 990, PART VI, SECTION B, QUESTION 15:

“Compensation review educational foundation scholarship endowment trust's board of directors designated the compensation committee to be responsible for establishing compensation practices which are reasonable and do not violate the private inurement prohibition . The practices and processes are designed to avoid any claim for intermediate sanctions and to satisfy the requirements to obtain the rebuttable presumption. The compensation committee reviews outside, independent data to establish the compensation of our officers and key employees. The board of directors review and set forth the compensation for the ceo using the same process as the compensation committee.”

FORM 990, PART VI, SECTION C, QUESTION 19:

“Governing documents educational foundation scholarship endowment trust does not make its governing documents, financial statements, or its conflict of interest policy available to the public. The organization's form 990 is publicly available upon request.”

Filing and Contact Details

Filer

EIN
56-6094839
In Care Of
% DIANE SCOBIE ALDRIDGE
Phone
9198432000

Signing Officer

Name
Diane S Aldridge
Title
Director of Finance
Phone
9198432000
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Scobie Aldridge
Formed
1968
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
200

Preparer

Preparer
Allison H Franklin
Phone
9198432000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Other changes in net assets actuarial adjustment 2,065”

Financial Statement Notes

Form 990, Schedule D, Part XI, Line 8 - Other

“Other actuarial adjustment of 2,065.”

Form 990, Schedule D, Part V, Line 4

“Intended uses of endowment funds endowments are invested in perpetuity and the income from those investments is expendable in accordance with the trust's endowment spending policy to support scholarships.”

Form 990, Schedule D, Part X, Line 2

“Fin 48 (asc 740) footnote the trust is exempt from federal income taxes on related income under internal revenue code 501(a) as an organization described in section 501(c)(3). Accordingly, no provision for income taxes has been made. Management of the trust does not believe the financial statements include any significant uncertain tax positions. Tax years ended june 30, 2011 through june 30, 2014 remain open for examination by taxing authorities as of the date of this report.”

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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/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-2449
IRS990/NetUnrlzdGainsLossesInvstAmt018211940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0257993
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05762402
IRS990/OtherAssetsTotalGrp/EOYAmt05833845
IRS990/OtherChangesInNetAssetsAmt02065
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ANNUITY PAYMENTS
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2ADMIN EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07525
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118354
IRS990/OtherExpensesGrp/TotalAmt07525
IRS990/OtherExpensesGrp/TotalAmt118354
IRS990/OtherLiabilitiesGrp/BOYAmt062088
IRS990/OtherLiabilitiesGrp/EOYAmt060023
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0109223570
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0111533057
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02431585
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02407577
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DIANE SCOBIE ALDRIDGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02376348
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt09333684
IRS990/PYInvestmentIncomeAmt09577631
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0252048
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02368247
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09585732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011953979
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02598646
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010658671
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010559908
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Supported Organization On an annual basis, the Board of Trustees of the Educational Foundation Scholarship Trust ("Trust") appropriates a portion of the net appreciation on its assets to The Educational Foundation, Inc. ("Foundation") in its capacity as agent for the Trust. The distributions from the Trust to the Foundation were $9,560,990 in 2014 and $9,333,684 in 2013. The Foundation then forwards these funds to the University to provide financial assistance to students at the University.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Schedule A, Part I
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566058412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09560990
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE EDUCATION FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt09560990
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0200339369
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02309487
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0221152020
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt09568515
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt028071679
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0224700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0187380600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02376348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0200339369
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09342999
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020150120
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0530067
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0190972754
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02480882
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0187380600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt08925363
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03382394
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0466900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0174531387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02059092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0190972754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08499270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023348445
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0515838
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0172440029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01663313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0174531387
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08733309
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09677192
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018354
IRS990ScheduleD/ExpensesSubtotalAmt09568515
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018354
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018354
IRS990ScheduleD/NetUnrealizedGainsInvstAmt018211940
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherRevenueAmt02065
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0201735968
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1372462
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNC - CH FDN INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VENTURE CAPITAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.50433
IRS990ScheduleD/RevenueNotReportedAmt018214005
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018354
IRS990ScheduleD/RevenueSubtotalAmt012167161
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0OTHER ACTUARIAL ADJUSTMENT OF 2,065.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INTENDED USES OF ENDOWMENT FUNDS ENDOWMENTS ARE INVESTED IN PERPETUITY AND THE INCOME FROM THOSE INVESTMENTS IS EXPENDABLE IN ACCORDANCE WITH THE TRUST'S ENDOWMENT SPENDING POLICY TO SUPPORT SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FIN 48 (ASC 740) FOOTNOTE THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. MANAGEMENT OF THE TRUST DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2014 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES AS OF THE DATE OF THIS REPORT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART XI, LINE 8 - OTHER
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.49567
IRS990ScheduleD/TotalBookValueSecuritiesAmt0202108430
IRS990ScheduleD/TotalExpensesPerForm990Amt09586869
IRS990ScheduleD/TotalLiabilityAmt060023
IRS990ScheduleD/TotalRevenuePerForm990Amt012185515
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt030381166
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09568515
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09560990
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE EDUCATIONAL FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0566058412
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10450 SKIPPER BOWLES DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode027599
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MONITORING THE USE OF GRANT FUNDS THE GRANT MADE BY THE ORGANIZATION WAS MADE TO A PUBLIC CHARITY FOR USE IN ITS EXEMPT MISSION. ACCORDINGLY, THE ORGANIZATION EXPECTS THE CHARITY TO USE THE FUNDS FOR PROPER PURPOSES, AND AS SUCH, DOES NOT SUBSEQUENTLY MONITOR THE GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE I, PART I, QUESTION 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt02500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt13000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt096685
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt197795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2280283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt014596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115309
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223143
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt28565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt030502

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$221,212,043
Liabilities
$60,023
Net assets
$221,152,020
Revenue
$12,185,515
Expenses
$9,586,869
Net income
$2,598,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$423$0.00$423$23.4$15.2$8.21
2023Detailed filing. Detailed filing data is available for this year.$391$0.02$391$25.4$14.1$11.4
2022Detailed filing. Detailed filing data is available for this year.$400$0.02$400$25.0$13.0$12.0
2021Detailed filing. Detailed filing data is available for this year.$390$0.02$390$25.4$12.3$13.0
2020Detailed filing. Detailed filing data is available for this year.$284$0.04$284$17.9$11.7$6.18
2019Detailed filing. Detailed filing data is available for this year.$287$0.04$287$21.6$11.3$10.3
2018Detailed filing. Detailed filing data is available for this year.$269$0.04$269$25.2$10.9$14.3
2017Detailed filing. Detailed filing data is available for this year.$241$0.04$241$18.6$10.6$8.05
2016Detailed filing. Detailed filing data is available for this year.$220$0.05$220$13.3$10.4$2.83
2015Detailed filing. Detailed filing data is available for this year.$233$0.06$233$13.4$10.2$3.20
2014Detailed filing. Detailed filing data is available for this year.$221$0.06$221$12.2$9.59$2.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$200$0.06$200$9.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$0.07$187$9.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$191$0.09$191$8.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$0.10$175$9.25
Peer Organizations

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