2024-03-18T20:56:24-05:00 2023-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-07-01 566059417 FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE FOUN 7046875806 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 DR RICHARD AMON TREASURER 7046875806 2024-03-18 1 DR RICHARD AMON 999009999 0 SUE ROBISON P00560072 2062814444 2024-03-18 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH CRIGLER 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 33269693 0 X N/A X 1963 NC THE FOUNDATION OF UNC CHARLOTTE RECEIVES CONTRIBUTIONS TO PROMOTE AND DEVELOP THE ACADEMIC AND EDUCATIONAL PURPOSE OF UNC CHARLOTTE BY PROVIDING SUPPORT FOR OPERATIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS FOR THE UNIVERSITY AND ITS STUDENTS. 36 35 0 35 0 0 29842483 20631008 0 0 429227 1811908 615677 1263295 30887387 23706211 14088368 15772845 0 0 0 0 0 0 81066 5503371 4590611 19591739 20363456 11295648 3342755 321969429 331513434 68010486 68819246 253958943 262694188 X THE FOUNDATION OF UNC CHARLOTTE RECEIVES CONTRIBUTIONS TO PROMOTE AND DEVELOP THE ACADEMIC AND EDUCATIONAL PURPOSE OF UNC CHARLOTTE BY PROVIDING SUPPORT FOR OPERATIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS FOR THE UNIVERSITY AND ITS STUDENTS. 0 0 9109033 7799931 DISBURSEMENTS TO UNC CHARLOTTE TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES. 5005442 4065133 DISBURSEMENTS TO UNC CHARLOTTE FOR SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS, GENERAL ACADEMIC SUPPORT FOR FACULTY, AND CONTINUING EDUCATION. 1697617 1473930 DISBURSEMENTS TO UNC CHARLOTTE FOR ACADEMIC INSTRUCTION AND ACADEMIC SUPPORT FOR FACULTY. 3366055 2433851 OTHER INSTITUTIONAL SUPPORT AND COMMUNITY INVOLVEMENT 3366055 2433851 19178147 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 36 35 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X GREG VERRET 7046875432 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 SUSAN DEVORE CHAIRMAN 1.00 X X 0 0 0 DR RICHARD AMON TREASURER 1.00 39.00 X X 0 280212 45929 FRENCHIE WILSON BROWN EX-OFFICIO ALUM PRES 1.00 X X 0 0 0 ROBERT AIKEN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 EMMA S ALLEN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 HENRY ATKINS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAUL BATES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DR CRAIG R BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TANYA BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 AMANDA WEISIGER CORNELSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BRYAN A DELANEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 LARRY R FERGUSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFFREY JEFF FLOYD INDIVIDUAL TRUSTEE 1.00 X 0 0 0 THERESA FOUST INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SHARON GABER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOANNA GAMMON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 GEOFFREY D GRAY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOE HANEL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JULIE S HARRIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SUSAN N JAMISON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DONNIE KOONCE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 GEORGE G KROUSTALIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DR PETER A LARKIN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 D ERIC MILLER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TRACY MONTROSS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CHRIS MOXLEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KERR Y PUTNEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 T EDMUND RAST INDIVIDUAL TRUSTEE 1.00 X 0 0 0 RUSSELL M ROBINSON II INDIVIDUAL TRUSTEE 1.00 X 0 0 0 GREGORY S ROSS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ROBERT A ROWELL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANDREW J SHENE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANNE M TOMPKINS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAULA R VINCENT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JANE WU INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KAREN J ZAPATA INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BETH CRIGLER PRESIDENT 12.00 28.00 X 0 218810 73166 TAMMIE BOYD SECRETARY 12.00 28.00 X 0 152168 40963 0 651190 160058 0 0 1 0 BARTON MALOW BUILDERS LLC 1575 WELTON STREET SUITE 300 DENVER CO 80202 CONSTRUCTION 5613630 1 20631008 3653208 20631008 747273 747273 123 123 10628117 9563482 1064635 1064635 1064635 PROCESSING FEES & OTHER REVENUE 900099 1263172 1263172 1263172 23706211 0 0 3075203 15772845 15772845 6662 2000 4662 39524 7745 31779 685387 685387 291723 291723 114263 58183 49519 6561 5213 5213 101202 18457 16942 65803 2521428 2521428 2407 2407 46380 31756 14624 MEMBERSHIP DUES 32685 23983 8702 743737 741750 1987 20363456 19178147 1104243 81066 43177517 41989366 19249506 17945953 25871 39767 8664754 52467 1854665 8612287 6943998 6217308 178935143 185528220 71782729 71180533 321969429 331513434 857724 1912277 63929603 63882483 3223159 3024486 68010486 68819246 X 31103480 29078713 222855463 233615475 253958943 262694188 321969429 331513434 X 3342755 5712360 -319870 X X 0 1 X 1 0 X 13223950 18662785 32524255 29842483 20631008 114884481 13223950 18662785 32524255 29842483 20631008 114884481 28403881 86480600 415129 329649 215200 189997 747273 1897248 41 41 181702 228762 615677 1263172 2289313 119071083 0.72630 0.70200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 181,702. 2020 AMOUNT: $ 228,762. 2021 AMOUNT: $ 615,677. 2022 AMOUNT: $ 1,263,172. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 178642591 9011213 5773474 8233157 185194121 175008383 5357835 3674117 5397744 178642591 130865987 4374575 43975988 4208167 175008383 127392901 9582860 205276 6315050 130865987 118457683 6000122 7451268 4516172 127392901 0.10485 0.50243 0.39272 1 1 1 1685783 1685783 94388 52467 41921 6884583 6884583 8612287 BENEFICIAL INT LEAD TRUST 492697 C EXTERNAL POOLED ASSETS 183639109 C SPLIT INTEREST AGREEMENTS 1396414 C 185528220 CASH SURRENDER VALUE 909985 ASSIGNMENT AGREEMENT, DUE FROM THE UNIVERSITY 70204731 RIGHT OF USE ASSET 65817 71180533 LIABILITY UNDER SPLIT-INTEREST AGREEMENT 2882734 LEASE LIABILITY 62752 FUNDS HELD FOR OTHERS 79000 3024486 X 33583643 5712360 5160829 -310370 10562819 23020824 685387 685387 23706211 24843461 5160829 4563 5165392 19678069 685387 685387 20363456 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES AS WELL AS SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS AND GENERAL ACADEMIC SUPPORT. ENDOWMENTS ARE ALSO USED TO SUPPORT UNIVERSITY FACILITIES, GROUNDS, PHYSICAL PLANT OPERATIONS, AND CLASSROOM SPACE. PART X, LINE 2: THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 6,987. ALLOCABLE TO UNC CHARLOTTE INSTITUTE OF SOCIAL CAPITAL 9,500. CHANGE IN SPLIT INTEREST AGREEMENT -50,546. WRITE OFF OF CONTRIBUTIONS RECEIVABLE -276,311. PART XII, LINE 2D - OTHER ADJUSTMENTS: ALLOCABLE TO UNC CHARLOTTE INSTITUTE OF SOCIAL CAPITAL 4,563. 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 GOV'T UNIT 14461955 1310890 APPRAISAL BOOKS, WORKS OF ART, ETC EDUCATIONAL & SCIENTIFIC ACTIVITIES 1 0 PART I, LINE 2: FOUNDATION GIFTS TO THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ARE RESTRICTED TO A SPECIFIC PURPOSE AND IDENTIFIED BY A UNIQUE "FUND NUMBER" IN THE FINANCIAL REPORTING SYSTEM. THE UNIVERSITY IS GIVEN A CORRESPONDING UNIQUE NUMBER ELECTRONICALLY ASSOCIATED WITH THE FOUNDATION NUMBER. THESE TWO UNIQUE NUMBERS ARE REPORTED AS "RELATED TO THE SAME PURPOSE." STAFF REVIEW AND MONITOR COMPARATIVE REPORTS ON A FREQUENT BASIS TO ENSURE COMPLIANCE. ANY EXCEPTIONS ARE REPORTED AND FORWARDED TO STAFF FOR REVIEW AND APPROVAL BEFORE PROCESSING. 0 0 0 0 0 0 0 0 0 DR RICHARD AMON TREASURER 0 252686 0 0 0 27526 0 35148 0 10781 0 326141 0 0 BETH CRIGLER PRESIDENT 0 187905 0 0 0 30905 0 54405 0 18761 0 291976 0 0 TAMMIE BOYD SECRETARY 0 152168 0 0 0 0 0 21754 0 19209 0 193131 0 0 X 48 12240 FMV X 40764 FMV X 16736 2126318 FMV X 1 216000 FMV X 1905 45716 FMV X LABORATORY SUPPLIES 1164 850000 FMV X MISC FURNITURE 1 250000 FMV X GRAND PIANO 1 100000 FMV X MISC ITEMS 20 12170 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWED BY TREASURY SERVICES. QUESTIONS, IF ANY, ARE ANSWERED AND THE RETURN IS RELEASED TO BE ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES BOARD MEMBERS WITH AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AS AN AGENDA ITEM DURING THE BOARD MEETING. A FORMAL POLICY OUTLINING THIS PROCESS HAS BEEN BOARD APPROVED. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF OFFICERS, DIRECTORS, ETC ARE ESTABLISHED BY NC STATE GUIDELINES FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY OF NC AT CHARLOTTE WEBSITE (UNCC.EDU) FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE 6,987. CHANGE IN SPLIT INTEREST AGREEMENT -50,546. WRITE-OFF OF CONTRIBUTIONS RECEIVABLE -276,311. FORM 990, PART XII, LINE 2C: THE FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE CONTINUES TO IMPROVE THE FORMAL DOCUMENTATION PROCESS AND MONITORING OF THE OVERSIGHT AND SELECTION PROCESSES. THIS IS DONE THROUGH MORE FREQUENT REVIEWS AND REPORTS. UNCC INSTITUTE FOR SOCIAL CAPITAL 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 331127376 EDUCTIONAL PROGRAMS NC 501(C)(3) LINE 12A, I FOUNDATION OF UNCC 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 UNIVERSITY NC GOVERNMENT UNIT N/A 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 1 0 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE B 15772845 FMV