2025-03-28T09:50:38-05:00 2024-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-07-01 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 2025-03-24 1 0 SUE ROBISON P00560072 2062814444 2025-03-24 2023 2025-03-06 01:10:19Z BETH CRIGLER 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 31062850 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. 35 34 0 34 14374 7798 20631008 20367619 0 0 1811908 1563540 1263295 930890 23706211 22862049 15772845 26677982 0 0 0 0 0 0 44139 4590611 4225098 20363456 30903080 3342755 -8041031 331513434 339313829 68819246 67643974 262694188 271669855 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 7773093 7645991 9061098 DISBURSEMENTS TO UNC CHARLOTTE TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES. 4219962 3974384 5898585 DISBURSEMENTS TO UNC CHARLOTTE FOR SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS, GENERAL ACADEMIC SUPPORT FOR FACULTY, AND CONTINUING EDUCATION. 1424045 1420745 1899391 DISBURSEMENTS TO UNC CHARLOTTE FOR ACADEMIC INSTRUCTION AND ACADEMIC SUPPORT FOR FACULTY. 16307475 13636863 3287818 OTHER INSTITUTIONAL SUPPORT AND COMMUNITY INVOLVEMENT 16307475 13636863 3287818 29724575 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 6 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 35 34 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 DR RICHARD AMON TREASURER 1.00 39.00 X X 0 265253 56565 SUSAN DEVORE CHAIRMAN 1.00 X 0 0 0 RUSSELL M ROBINSON II INDIVIDUAL TRUSTEE 1.00 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 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 272396 83376 TAMMIE BOYD SECRETARY 12.00 28.00 X 0 164916 42154 0 702565 182095 0 0 1 0 BARTON MALOW BUILDERS LLC 1575 WELTON STREET SUITE 300 DENVER CO 80202 CONSTRUCTION 3462433 1 20367619 4587745 20367619 1384196 14374 1369822 8380145 8200801 179344 179344 179344 PROCESSING FEES & OTHER REVENUE 900099 930890 930890 930890 22862049 0 14374 2480056 26677982 26677982 7684 510 7174 35050 35050 771228 771228 207990 207990 199287 127496 71791 11949 11494 455 51385 12299 1277 37809 7822 7822 2523840 2523840 1967 1967 57581 42674 14907 OTHER EXPENSES 307714 120290 187424 BANKING FEES 35271 35271 MEMBERSHIP DUES 6330 6330 30903080 29724575 1134366 44139 41989366 41478570 17945953 13098910 39767 23831 1765075 52107 8612287 1712968 6217308 6899270 185528220 205535938 71180533 70564342 331513434 339313829 1912277 863386 63882483 63835363 3024486 2945225 68819246 67643974 X 29078713 29100466 233615475 242569389 262694188 271669855 331513434 339313829 X -8041031 17247665 -230967 X X 0 1 X 1 0 X 18662785 32524255 29842483 20631008 20367619 122028150 18662785 32524255 29842483 20631008 20367619 122028150 16180205 105847945 329649 215200 189997 747273 1369822 2851941 41 7798 7839 181702 228762 615677 1263172 930890 3220203 128108133 0.82620 0.72630 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. 2023 AMOUNT: $ 930,890. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 185194121 10978452 16044155 6862236 205354492 178642591 9011213 5773474 8233157 185194121 175008383 5357835 3674117 5397744 178642591 130865987 4374575 43975988 4208167 175008383 127392901 9582860 205276 6315050 130865987 0.09952 0.39177 0.50871 1 1 1 1685783 1685783 79292 52107 27185 1712968 BENEFICIAL INT LEAD TRUST 461743 C EXTERNAL POOLED ASSETS 203026656 C SPLIT INTEREST AGREEMENTS 2047539 C 205535938 CASH SURRENDER VALUE 955715 ASSIGNMENT AGREEMENT, DUE FROM THE UNIVERSITY 69529731 RIGHT OF USE ASSET 78896 70564342 LIABILITY UNDER SPLIT-INTEREST AGREEMENT 2799030 LEASE LIABILITY 76632 FUNDS HELD FOR OTHERS 69563 2945225 X 44222900 17247665 5103622 -219208 22132079 22090821 771228 771228 22862049 35237427 5103622 1953 5105575 30131852 771228 771228 30903080 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 45,730. ALLOCABLE TO UNC CHARLOTTE INSTITUTE OF SOCIAL CAPITAL 11,759. CHANGE IN SPLIT INTEREST AGREEMENT -55,996. WRITE OFF OF CONTRIBUTIONS RECEIVABLE -220,701. PART XII, LINE 2D - OTHER ADJUSTMENTS: ALLOCABLE TO UNC CHARLOTTE INSTITUTE OF SOCIAL CAPITAL 1,953. 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 GOV'T UNIT 15902087 10775895 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 BETH CRIGLER PRESIDENT 0 237100 0 0 0 35296 0 68032 0 15344 0 355772 0 0 DR RICHARD AMON TREASURER 0 265253 0 0 0 0 0 38560 0 18005 0 321818 0 0 TAMMIE BOYD SECRETARY 0 158916 0 0 0 6000 0 23698 0 18456 0 207070 0 0 X 5 20000 FMV X 240 FMV X 20485 2798857 FMV X 2 1331129 FMV X 380 27919 FMV X MISC EQUIPMENT 1427 345818 FMV X MISC ITEMS 1022 63782 FMV 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. THE CONFLICT OF INTEREST (COI) POLICY COVERS ALL FACULTY MEMBERS, NON-FACULTY EHRA STAFF, AND DESIGNATED SHRA STAFF IN MANAGEMENT OR SUPERVISORY ROLES. CONFLICTS ARE DETERMINED AT THE DEPARTMENTAL LEVEL THROUGH ANNUAL EVALUATIONS AND ONGOING UPDATES. CONFLICTS REVIEWED AT THE ADMINISTRATIVE LEVEL ARE CATEGORIZED INTO FOUR LEVELS: DISCLOSED BUT GENERALLY ALLOWED, REQUIRING ADMINISTRATIVE REVIEW, PRESUMED INAPPROPRIATE UNLESS MANAGED, AND NOT PERMITTED. RESTRICTIONS ON INDIVIDUALS WITH CONFLICTS VARY BASED ON THE CATEGORY, GENERALLY INCLUDING DISCLOSURE, RECUSAL FROM DELIBERATIONS AND DECISIONS, AND IMPLEMENTATION OF SUPERVISORY PROCEDURES TO MAINTAIN INTEGRITY. 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 45,730. CHANGE IN SPLIT INTEREST AGREEMENT -55,996. WRITE-OFF OF CONTRIBUTIONS RECEIVABLE -220,701. 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 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 26677982 FMV