2025-05-02T11:01:21-04:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2024-01-01 954121321 MARION & WALTER C BATEMAN JR MEMORIAL FUND BATE 3126306000 PO BOX 803878 CHICAGO IL 60680 THE NORTHERN TRUST COMPANY OFFICER 3126306000 2025-05-02 true true JASON BELOT P00183464 3128792000 2025-05-02 2024 2025-03-06 01:10:19Z X SAME AS 'C' ABOVE 986742 false X N/A X 1987 CA TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I 1 0 0 0 0 0 0 194602 189214 0 194602 189214 155435 190320 0 48220 50992 0 0 5377 4845 209032 246157 -14430 -56943 5397467 5340916 0 0 5397467 5340916 TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I false false 95160 95160 GRANT PAID TO SUPPORTED ORGANIZATION - UNIVERSITY OF NORTH CAROLINA 95160 95160 GRANT PAID TO SUPPORTED ORGANIZATION - BOYS REPUBLIC 190320 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true false false false true true true true false true false false false CA IL X X NORTHERN TRUST NA 3126306000 PO BOX 803878 CHICAGO IL 60680 NORTHERN TRUST N A TRUSTEE 40.0 X 50992 0 0 50992 0 0 false false false 200364 200364 786378 797528 -11150 -11150 -11150 189214 189214 190320 190320 50992 50992 2500 2500 FOREIGN TAX ON INVESTMENT 2307 2307 IL ATTORNEY GENERAL 15 15 ADR FEES 23 23 246157 190320 55837 0 162507 98703 5234960 5242213 5397467 5340916 0 0 X 5397467 5340916 5397467 5340916 5397467 5340916 X -56943 392 X false false false X X 2 UNIVERSITY OF N CAROLINA 056001393 2 true 95160 0 BOYS REPUBLIC 951647813 2 true 95160 0 2 190320 0 true false false false false false false false false false false true false false false false true false true 0 437 0 189153 200364 189153 200801 0 9423 16328 0 179730 184473 0 5520527 5958404 0 5520527 5958404 0 0 5520527 5958404 82808 89376 5437719 5869028 190320 205416 0 190320 205416 179730 152771 190320 190320 0 190320 190320 0 39509 0 0 0 229829 0 190320 0 190320 0 0 0 0 0 9 9 0 9 0 0 229829 0 190311 39518 0 0 39518 0 0 0 0 39518 LINE 2 & 3 LINES 2 AND 3 OF SECTION D OF PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SATISFIES THE TWO ELEMENTS OF THE 'RESPONSIVENESS TEST," i.e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)), AND THAT, AS A RESULT OF LINE 2 & 3 THAT RELATIONSHIP, THE SUPPORTED CHARITY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)). LINE 2 & 3 WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE MARION & WALTER C BATEMAN JR MEMORIAL FUND TRUST (THE "MEMORIAL FUND") IS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 501(c)(3). IT IS A TRUST AND WAS ESTABLISHED UNDER THE TERMS OF THE LAST WILL AND TESTAMENT OF WALTER C. BATEMAN JR, AS A PERPETUAL TRUST. HE DIED ON LINE 2 & 3 APRIL 26, 1986. THE WILL REQUIRES THAT THE TRUST FUND IS TO BE DIVIDED INTO THREE EQUAL SHARES, ONE FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA, ONE FOR THE BENEFIT OF BOYS REPUBLIC, AND ONE FOR THE BENEFIT OF ST. VINCENT'S MEDICAL CENTER. THE NET INCOME FROM EACH SHARE BE PAID OUT TO THE BENEFICIARY FOR WHOM IT IS HELD IN CONVENIENT INSTALLMENTS AT LEAST AS OFTEN AS ANNUALLY. THE LINE 2 & 3 AMOUNTS SO PAID ARE TO BE USED BY EACH RECIPIENT FOR ITS EDUCATIONAL, CHARITABLE OR HOSPITAL PURPOSES, AS THE CASE MAY BE. EACH OF THOSE ORGANIZATIONS IS A 501()(3) AND 509(a)(1) ORGANIZATION. THE NORTHERN TRUST COMPANY, A BANK, IS THE SOLE TRUSTEE OF THE MEMORIAL FUND. THE SOLE PURPOSE OF THE MEMORIAL FUND IS TO SUPPORT THE UNIVERSITY OF NORTH CAROLINA, THE BOYS REPUBLIC, AND ST. VINCENT'S MEDICAL CENTER. LINE 2 & 3 THE TRUSTEE HAS DISCRETION REGARDING THE TIMING OF DISTRIBUTIONS CONSISTENT WITH THE TRUSTEE'S FIDUCIARY DUTIES. REPRESENTATIVES OF THE TRUSTEE AND AN OFFICER OF EACH OF THE SUPPORTEED CHARITIES HAVE ANNUAL CONFERENCECALLS DURING WHICH THEY DISCUSS THE TRUSTEE'S INVESTMENT POLICY. THE SUPPORTED CHARITIES ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS. LINE 2 & 3 NORTHERN TRUST PROVIDES THE OFFICERS OF THE CHARITIES WITH MONTHLY INVESTMENT STATEMENTS, THE INFORMATION REQUIRED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2), AND AN ANNUAL ACCOUNTING STATEMENT. true UNIVERSITY OF NORTH CAROLIINA 103 SOUTH BLDG CH 9100 CHAPEL HILL NC 27599 056001393 501(c)(3) 95160 GENERAL SUPPORT BOYS REPUBLIC 3493 GRAND AVENUE CHINO HILLS CA 91709 951647813 501(c)(3) 95160 GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b NOT APPLICABLE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL ACKNOWLEDGEMENT BY TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2023 TRANSACTIONS POSTED IN 2024 $692.74; 2024 TRANSACTIONS POSTED IN 2025 $-299.21; ROUNDING $1.38 UNIVERSITY OF NORTH CAROLINA 103 SOUTH BLDG CH 9100 CHAPEL HILL NC 27599 056001393 SCHOOL NC 501(c)(3) 2 N/A false BOYS REPUBLIC 3493 GRAND AVENUE CHINO HILLS CA 91709 951647813 SCHOOL CA 501(c)(3) 2 N/A false false true false false false false false false false false false false false false false false false false false