2025-04-10T16:10:27-05:00 2024-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2023-07-01 561966429 THE SCHOOL OF GOVERNMENT FOUNDATION INC SCHO 9199622757 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 LAUREN PARTIN TREASURER 9198432757 2025-04-08 1 0 ROBERT LEWIS P00332659 9199428700 2023 2025-03-06 01:10:19Z DANA SIMPSON CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 4269454 0 X N/A X 1996 NC THE FOUNDATION SUPPORTS ACTIVITIES OF THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 19 15 0 16 0 0 4509857 4160987 0 0 57399 83789 499 356 4567755 4245132 4494708 5648082 0 0 711548 572584 0 0 660645 144115 139535 5350371 6360201 -782616 -2115069 54681393 57284917 11172 85262 54670221 57199655 THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 0 0 5648082 5648082 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 5648082 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 1 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 NC MA WA OR CO MD MI NH NJ OH SC X LAUREN PARTIN 9199622757 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 MARCHELL ADAMS-DAVID DIRECTOR 0.50 X 0 0 0 KENNETH LEE CARTER DIRECTOR 0.50 X 0 0 0 ASHLEY RUFFIN DIRECTOR 0.50 X 0 0 0 LORRIN FREEMAN DIRECTOR 0.50 X 0 0 0 GRANT W GOINGS DIRECTOR 0.50 X 0 0 0 J EDWARD KITCHEN DIRECTOR 0.50 X 0 0 0 KEVIN LEONARD DIRECTOR 0.50 X 0 0 0 KATIE LOOVIS DIRECTOR 0.50 1.00 X 0 0 0 CHARLES B NEELY DIRECTOR 0.50 X 0 0 0 CHRISTOPHER RIDDICK DIRECTOR 0.50 X 0 0 0 GLENN ADAMS DIRECTOR 0.50 X 0 0 0 ROSE WILLIAMS DIRECTOR 0.50 X 0 0 0 MCKINLEY WOOTEN DIRECTOR 0.50 X 0 0 0 AIMEE N WALL EXECUTIVE DIRECTOR 2.00 38.00 X X 0 305869 59014 GREGORY S ALLISON SECRETARY 2.00 38.00 X X 0 220938 42692 JENNIFER WILLIS ASSISTANT EXECUTIVE DIRECTOR 1.00 39.00 X X 0 194110 49174 KELLIE BLUE VICE PRESIDENT 0.50 X X 0 0 0 PATRICIA MITCHELL PRESIDENT 1.00 X X 0 0 0 LAUREN PARTIN TREASURER 2.00 38.00 X 0 232317 71825 ROBERT BRADFORD MALLARD ASSISTANT DEAN FOR ADVANCEMENT 2.00 38.00 X 0 108184 40570 ALEXANDRA HERNDON ASSISTANT DEAN FOR BUSINESS & FINANCE 2.00 38.00 X 0 132109 21763 0 1193527 285038 0 0 1 0 0 4160987 2649 4160987 83398 83398 24713 24322 391 391 391 MISCELLANEOUS 900099 356 356 356 4245132 356 0 83789 5648082 5648082 274693 274693 297891 297891 50487 45500 4987 7520 339 7181 3035 2500 535 3899 3899 9721 9721 3135 3135 DEVELOPMENT ADMIN FEES 59457 59457 MISCELLANEOUS 1332 1332 DUES & SUBSCRIPTIONS 949 949 6360201 5648082 51474 660645 7066357 7178138 10524608 10042567 20386 75 37070042 40064137 54681393 57284917 11172 85262 11172 85262 X 33873275 36158294 20796946 21041361 54670221 57199655 54681393 57284917 X -2115069 4651098 -6595 X X 0 1 X 1 0 X 2724735 3872145 1900248 4509857 4160987 17167972 133471 170847 145222 167863 165718 783121 2858206 4042992 2045470 4677720 4326705 17951093 3717546 14233547 57028 5358 16979 57399 83398 220162 638 499 356 1493 18172748 1813219 0.78320 0.78940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 638. 2022 AMOUNT: $ 499. 2023 AMOUNT: $ 356. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38853328 219750 4397627 1659225 41811480 39810163 271341 -431808 796368 38853328 38523429 420852 1382345 516463 39810163 27515139 424175 10871470 287355 38523429 27150639 100961 433594 170055 27515139 0.81510 0.09520 0.08970 0 0 0 UNC AT CHAPEL HILL INVESTMENT FUND 40064137 F 40064137 9061948 4651098 165718 4816816 4245132 0 4245132 6532514 165718 6595 172313 6360201 0 6360201 PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 6,595. 1 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 5648082 0 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 1 PART I, LINE 2: OFFICERS AT THE SCHOOL OF GOVERNMENT FOUNDATION AND THE RELATED SCHOOL OF GOVERNMENT ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS. 0 0 0 0 0 0 0 0 0 AIMEE N WALL EXECUTIVE DIRECTOR 0 305029 0 0 0 840 0 43838 0 15176 0 364883 0 0 LAUREN PARTIN TREASURER 0 231477 0 0 0 840 0 59056 0 12769 0 304142 0 0 GREGORY S ALLISON SECRETARY 0 220938 0 0 0 0 0 31456 0 11236 0 263630 0 0 JENNIFER WILLIS ASSISTANT EXECUTIVE DIRECTOR 0 164110 0 0 0 30000 0 48414 0 760 0 243284 0 0 ALEXANDRA HERNDON ASSISTANT DEAN FOR BUSINESS & FINANC 0 131257 0 0 0 852 0 18868 0 2895 0 153872 0 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE UPDATED FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO ACTIVE COMMITTEE MEETINGS, THEREFORE ANY RECOMMENDATIONS BY A COMMITTEE ARE REFLECTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS STATED IN THE ORGANIZATION'S BYLAWS, WHEN THERE IS A TRANSACTION THAT MAY BE A DIRECT OR INDIRECT CONFLICT FOR ANY OFFICER OR DIRECTOR, THAT PERSON IS EXPECTED TO DISCLOSE HIS/HER INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -6,595. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S AUDIT COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. FORM 990, PART IX, LINES 5,7,8 & 9: AMOUNTS LISTED ON FORM 990, PART IX, LINE 7 REPRESENT REIMBURSEMENTS TO UNC FOR SALARIES PAID ON BEHALF OF THE FOUNDATION. WHERE APPLICABLE, THESE AMOUNTS ARE LISTED ON FORM 990, PART VII AS REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SCHOOL OF GOVERNMENT AT UNC-CHAPEL HILL B 5648082 ACTUAL PAYMENTS MADE TO SCHOOL UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 165718 STAFF SUPPORT/DONATED SALARY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 59457 ACTUAL FEES PAID TO UNIVERSITY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 572584 SALARY REIMBURSEMENTS TO SCHOOL