2025-05-15T12:39:25-05:00 2024-06-30 561031342 WILLIAMS OVERMAN PIERCE LLP 2501 ATRIUM DRIVE SUITE 500 RALEIGH NC 27607 990 2023-07-01 561250756 NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION NORT 9194162866 1219 BROAD STREET DURHAM NC 27705 BARBARA COURY PRESIDENT 9194162866 2025-05-13 1 1 MARYELLEN PRANCE CPA P01662078 9197823444 2025-05-13 X 2023 2025-03-06 01:10:19Z BARBARA COURY 1219 BROAD STREET DURHAM NC 27705 7400269 0 X WWW.NCSSM.EDU X 1979 NC THE FOUNDATION WAS ORGANIZED TO RECEIVE, ADMINISTER, AND OBTAIN FUNDS FOR THE SUPPORT OF THE ACADEMIC AND EDUCATIONAL PROGRAMS OF THE NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS. 30 30 0 150 0 0 4544459 4447702 0 0 851100 1572956 0 0 5395559 6020658 2570512 4439191 0 0 1919702 2120040 144213 95174 1314264 1754031 2213417 6388458 8867822 -992899 -2847164 45098697 45015098 1666101 2853153 43432596 42161945 THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO, RECEIVING, ADMINISTERING AND OBTAINING FUNDS FOR THE SUPPORT OF THE ACADEMIC AND EDUCATIONAL PROGRAMS OF THE NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS. 0 0 6786725 4439191 THE FOUNDATION WAS ORGANIZED TO RECEIVE, ADMINISTER, AND OBTAIN FUNDS FOR THE SUPPORT OF THE ACADEMIC AND EDUCATIONAL PROGRAMS OF THE NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS. 6786725 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X LEAH ENGLEBRIGHT 9194162870 1219 BROAD ST DURHAM NC 27705 X MAYA K AJMERA BOARD MEMBER 1.00 X 0 0 0 STEVEN ANDERSON BOARD MEMBER 1.00 X 0 0 0 DIANNE C BAILEY SECRETARY 1.00 X X 0 0 0 STEPHANIE BASS EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 DAVID J BENNETT BOARD MEMBER 1.00 X 0 0 0 JOE F BRITT BOARD MEMBER 1.00 X 0 0 0 TAYLOR BROCKMAN CHAIR 1.00 X X 0 0 0 JOANNE CHEN BOARD MEMBER 1.00 X 0 0 0 ADRIENNE CLOUGH BOARD MEMBER 1.00 X 0 0 0 JENNY P DISSEN BOARD MEMBER 1.00 X 0 0 0 HAN FEUNG BOARD MEMBER 1.00 X 0 0 0 ZACK FOWLER BOARD MEMBER 1.00 X 0 0 0 LOUIS GORDON BOARD MEMBER 1.00 X 0 0 0 KIM GRAGG BOARD MEMBER 1.00 X 0 0 0 AKHIL JARIWALA BOARD MEMBER 1.00 X 0 0 0 ANASTASIA KORNEGAY BOARD MEMBER 1.00 X 0 0 0 GINA LOFTEN VICE CHAIR 1.00 X X 0 0 0 KATHERINE G MANUEL TREASURER 1.00 X X 0 0 0 EMILY MARTINE EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 GRANT MEANS BOARD MEMBER 1.00 X 0 0 0 MARY U MUSACCHIA BOARD MEMBER 1.00 X 0 0 0 SCOTT OGLE BOARD MEMBER 1.00 X 0 0 0 CHRIS PAUL BOARD MEMBER 1.00 X 0 0 0 ROHAN PAUL BOARD MEMBER 1.00 X 0 0 0 MARGARET POWELL BOARD MEMBER 1.00 X 0 0 0 LESHAWNDRA PRICE BOARD MEMBER 1.00 X 0 0 0 KAREN REID BOARD MEMBER 1.00 X 0 0 0 TODD ROBERTS EX-OFFICIO NONVOTING BOARD MEMBER 1.00 X 0 318839 103889 MARY ROEDERER EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 MICHELLE SOLER BOARD MEMBER 1.00 X 0 0 0 CHARLES F STONE III EX-OFFICIO NONVOTING BOARD MEMBER 1.00 X 0 0 0 CHARLIE STONE BOARD MEMBER 1.00 X 0 0 0 JEFF TANG BOARD MEMBER 1.00 X 0 0 0 BARBARA J COURY PRESIDENT; ASST SECRETARY 40.00 X 0 148466 44703 LEAH ENGLEBRIGHT ASSISTANT TREASURER 16.00 24.00 X 0 134680 51166 0 601985 199758 0 0 1 0 0 4447702 190700 4447702 719000 719000 2233567 1379611 853956 853956 853956 6020658 0 0 1572956 4439191 4439191 379015 205989 37844 135182 1741025 946220 173840 620965 68275 68275 95174 95174 72221 72221 121638 41388 4240 76010 252833 209077 1904 41852 SUPPLIES 500767 351798 125478 23491 OTHER SERVICES 412184 201457 210727 FOOD 311697 194192 53015 64490 MISCELLANEOUS 153396 90043 19256 44097 320406 308827 9303 2276 8867822 6786725 766833 1314264 1371189 681527 5496029 4180735 19484 16994 60540 60540 60540 38110050 40033897 41405 41405 45098697 45015098 1666101 2853153 1666101 2853153 X 5432840 5427834 37999756 36734111 43432596 42161945 45098697 45015098 -2847164 1576513 0 X X 0 1 X 1 0 X 11488183 4831357 9649859 4544459 4447702 34961560 212422 174984 160373 134941 182119 864839 11700605 5006341 9810232 4679400 4629821 35826399 9810323 26016076 152970 56732 26995 350882 719000 1306579 37132978 0.70060 0.64450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41405 X 0 19639787 1799166 2358248 911945 22885256 19888726 744805 -117915 875829 19639787 18319079 1548515 758848 737716 19888726 13024105 599383 5337678 642087 18319079 13573932 383705 258814 1192346 13024105 0.28892 0.46749 0.24359 0 0 60540 60540 60540 UNC INVESTMENT FUND 22904371 F SHORT TERM INVESTMENT FUND 17129526 F 40033897 X 7707069 1576513 182119 1758632 5948437 72221 72221 6020658 8977720 182119 182119 8795601 72221 72221 8867822 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS OF JUNE 30, 2024, THE FOUNDATION'S TAX RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2021 THROUGH JUNE 30, 2023 REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. PART III, LINE 4: OPTICAL TOY COLLECTION - USED FOR EDUCATION OF STUDENTS AND PRESERVATION OF HISTORY. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE TO BE INVESTED TO PROVIDE INCOME WHICH IS TO BE USED TO SUPPORT THE GENERAL OPERATIONS AND PROGRAMS OF THE NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS. X X X X X X 1 WILSON-BENNETT TECHNOLOGY INC 2239 BILL FOSTER MEMORIAL HIGHWAY CABOT AR 72023 PHONE-A-THON 0 25655 13565 12090 MOSS & ROSS LLC 280 S MANGUM STREET STE 140 DURHAM NC 27701 FUNDRAISING SERVICES 0 0 81609 -81609 25655 95174 -69519 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS 1219 BROAD STREET DURHAM NC 27705 561425643 501(C)(3) 4439191 0 TO FUND VARIOUS PROGRAMS OF THE SCHOOL AND TO HELP WITH THE CONSTRUCITON OF A NEW CAMPUS. 1 PART I, LINE 2: THE FOUNDATION WILL DIRECTLY PAY FOR CERTAIN EXPENSES AND ALSO GIVES DIRECTLY TO CERTAIN PROGRAMS. 0 0 0 0 0 0 0 0 0 TODD ROBERTS EX-OFFICIO NONVOTING BOARD MEMBER 0 265403 0 46836 0 6600 0 96180 0 7709 0 422728 0 0 BARBARA J COURY PRESIDENT; ASST SECRETARY 0 148466 0 0 0 0 0 37146 0 7557 0 193169 0 0 LEAH ENGLEBRIGHT ASSISTANT TREASURER 0 132180 0 2500 0 0 0 41441 0 9725 0 185846 0 0 PART I, LINE 3: THE COMPENSATION FOR THE EXECUTIVE DIRECTOR LEVEL IS BASED UPON STATE OF NC SALARY ALLOCATION. X 24 185369 FMV X SUPPLIES 6 5331 FMV 0 0 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 2 RICK STONE AND CHARLIE STONE, FATHER AND SON, SERVE ON THE BOARD TOGETHER. CHARLIE STONE IS A DULY ELECTED, VOTING MEMBER OF THE FBOD AND RICK STONE IS NO LONGER SUCH. RICK IS RETAINED IN COUNSEL AS OUR VERY FIRST, EMERITUS, NON-VOTING MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT AND THE AUDIT COMMITTEE. THE BOARD MEMBERS ARE ALSO PROVIDED COPIES. FORM 990, PART VI, SECTION B, LINE 12C THE NCSSM FOUNDATION ENFORCES ITS CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS TO REVIEW AND SIGN AND DATE ANNUALLY. AT EACH BOARD MEETING AND COMMITTEE MEETING, MEMBERS ARE ASKED IF THEY KNOW OF ANY CONFLICTS AT THAT POINT IN TIME. IF ANY ARE DISCLOSED, THE GOVERNING BOARD OR COMMITTEE REVIEWS THE CONFLICT AND MAKES A DETERMINATION AS TO WHETHER OR NOT A CONFLICT OF INTEREST IN FACT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN F: THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ANY BENEFITS IN FULL IN COLUMN F, PART VII, AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SSM HOLDINGS LLC PO BOX 2733 DURHAM NC 27715 561250756 REAL ESTATE HOLDING NC 0 1975 NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS 1219 BROAD STREET DURHAM NC 27705 561425643 EDUCATION NC 501(C)(3) LINE 2 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS O 166613 FMV NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS N 15506 FMV NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS B 4439191 FMV NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS P 5046805 FMV NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS D 1660993 FMV