2025-04-30T12:09:15-05:00 2024-06-30 560571159 BERNARD ROBINSON & COMPANY LLP PO BOX 19608 GREENSBORO NC 274199608 990 2023-07-01 566086393 UNCG EXCELLENCE FOUNDATION INC UNCG 3363345200 PO BOX 26170 GREENSBORO NC 27402 ROBERT J SHEA JR TREASURER 3363345200 2025-04-24 1 0 JOHN M ROBINSON P01281319 3362944494 2025-04-24 2023 2025-03-06 01:10:19Z X ROBERT J SHEA JR 1201 SPRING GARDEN STREET GREENSBORO NC 27412 12700759 0 X N/A X 1966 NC THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 28 26 0 32 0 0 7701562 5621867 0 0 3097526 -644393 3540 4970 10802628 4982444 7404654 7516648 0 0 0 0 0 0 0 1614329 1094464 9018983 8611112 1783645 -3628668 204278936 226098552 5661172 6718708 198617764 219379844 X THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS. 0 0 6905148 6905148 UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS 611500 611500 WEATHERSPOON ART MUSEUM COUNCIL 7516648 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 AL AK AZ AR CA CO CT DE DC 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 X ROBERT J SHEA JR 3363345200 254 MOSSMAN BUILDING GREENSBORO NC 27412 MRS BETH FISCHER PRESIDENT/EX OFFICIO 1.00 39.00 X X 0 295581 46775 MR LASCEL WEBLEY JR DIRECTOR 1.00 X 0 0 0 MR ROBERT J SHEA JR TREASURER/EX OFFICIO 0.10 39.90 X X 0 300770 73490 MR HANK CUNNINGHAM JR DIRECTOR 1.00 X 0 0 0 MRS LISA JOHNSON DIRECTOR 1.00 X 0 0 0 MRS MESHA BAND KEMP DIRECTOR 1.00 X 0 0 0 MR ALAN OVERBY DIRECTOR 1.00 X 0 0 0 DEBRA BAILEY DIRECTOR 1.00 X 0 0 0 PATRICIA CUMMINGS DIRECTOR 1.00 X 0 0 0 BRYAN CHAPMAN DIRECTOR 1.00 X 0 0 0 DOUGLAS COPELAND DIRECTOR 1.00 X 0 0 0 PHAEDRA GROVE CHAIR 1.00 X X 0 0 0 LINDA HIGGINS DIRECTOR 1.00 X 0 0 0 TERRI MAULTSBY DIRECTOR 1.00 X 0 0 0 CHERYL MCQUEARY DIRECTOR 1.00 X 0 0 0 JENNIFER MORRIS DIRECTOR 1.00 X 0 0 0 DELORES DAVIS PAYLOR DIRECTOR 1.00 X 0 0 0 CAROLYNN RICE DIRECTOR 1.00 X 0 0 0 SARAH SHOFFNER DIRECTOR 1.00 X 0 0 0 CARRIE STEWART DIRECTOR 1.00 X 0 0 0 JAN WAGENSELLER DIRECTOR 1.00 X 0 0 0 GREGORY WILLIAMS DIRECTOR 1.00 X 0 0 0 JASON CALDWELL DIRECTOR 1.00 X 0 0 0 BEVERLY CLEVELAND DIRECTOR 1.00 X 0 0 0 DAVID GALBRAITH DIRECTOR 1.00 X 0 0 0 BRAD MORTON DIRECTOR 1.00 X 0 0 0 JUSTIN OUTLING DIRECTOR 1.00 X 0 0 0 CAMMILLE TOWNSEND DIRECTOR 1.00 X 0 0 0 0 596351 120265 0 0 1 0 0 4970 5616897 179606 5621867 1770734 1770734 5303188 7718315 -2415127 -2415127 -2415127 4970 4970 0 4970 4970 4982444 0 0 -639423 7516648 7516648 10064 10064 21450 21450 890612 890612 11253 11253 95711 95711 1610 1610 15441 15441 5209 5209 MISCELLANEOUS 43114 43114 8611112 7516648 1094464 0 487465 1675773 5990970 3006569 275378 306193 65686 364473 739000 739500 739000 10604376 10968560 186115561 208994064 0 43920 204278936 226098552 89955 91552 5571217 6627156 5661172 6718708 X 10743259 12049583 0 0 187874505 207330261 198617764 219379844 204278936 226098552 -3628668 24390748 0 X 0 1 X 1 0 X X 1 UNCG 566001468 6 1 6905148 0 1 6905148 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184336928 4909202 23310039 6905148 206651021 171367483 3650488 16572596 7253639 184336928 181562777 5028849 -8295573 6928570 171367483 138371718 7168560 43317886 7295387 181562777 135462485 4356969 4032199 5479935 138371718 0.05099 0.54055 0.40846 0 1 1 739000 739000 739000 CASH AND CASH EQUIVALENTS 49520 F UNITS IN UNCG INVESTMENT FUND 208944544 F 208994064 ANNUITIES PAYABLE 2470926 FUNDS HELD FOR OTHERS 1534503 OTHER LIABILITIES 1481460 LIABILITIES UNDER UNITRUST AGREEMENTS 1051186 ACCRUED INTEREST PAYABLE 49858 SUBSCRIPTION BASED LIABILITY 39223 6627156 28482580 24390748 24390748 4091832 890612 890612 4982444 7720500 0 7720500 890612 890612 8611112 PART V, LINE 4: THE MAJORITY OF THE ORGANIZATION'S ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET AS WELL AS CHANCELLOR DISCRETIONARY FUNDING. 1 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1400 SPRING GARDEN STREET GREENSBORO NC 27412 566001468 GOVERNMENTAL 6905148 0 EDUCATIONAL SUPPORT WEATHERSPOON ART MUSEUM COUNCIL 1400 SPRING GARDEN STREET GREENSBORO NC 27412 581852178 501(C)(3) 611500 0 EDUCATIONAL SUPPORT 2 0 PART I, LINE 2: GRANTS ARE MADE TO UNCG AND THE FINANCIAL AID OFFICE; DEPARTMENTS THEN USE THE FUNDS AS THE ENDOWMENT RESTRICTS UNCG'S FINANCIAL SERVICES DEPARTMENT ASSURES THAT FUNDS EXPENDED FOLLOW THE DONOR RESTRICTIONS. 0 0 0 0 0 0 0 0 0 MR ROBERT J SHEA JR TREASURER/EX OFFICIO 0 300290 0 480 0 0 0 73490 0 0 0 374260 0 0 MRS BETH FISCHER PRESIDENT/EX OFFICIO 0 282973 0 12608 0 0 0 39666 0 7109 0 342356 0 0 X 15 135130 PUBLISHED PRICE X PROMO ITEMS 187 44476 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: SECURITIES ARE SOLD BY BROKER EXPLANATION OF AMENDED RETURN THE RETURN IS BEING AMENDED TO INCLUDE A COMPLETE LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS FOR THE TAX YEAR ON FORM 990, PAGE 7, PART VII. IN ADDITION, FORM 990, PAGE 11, PART X, LINES 10A, 10C, AND 11 HAVE BEEN REVISED TO PRESENT THE CORRECT VALUE OF LAND HELD, AS WELL AS SCHEDULE D, PAGE 2, PART VI, LINE 1A COLUMN (A). FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OR EXECUTIVE COMMITTEE REVIEW 990 ELECTRONICALLY PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURES ARE REQUESTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15B THE ENTITY HAS NO EMPLOYEES AND AS SUCH DOES NOT HAVE COMPENSATION POLICIES. UNCG, A RELATED PARTY, PAYS THE COMPENSATION SHOWN ON PART VII AND DOES HAVE COMPENSATION REVIEW POLICIES IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 1201 SPRING GARDEN STREET GREENSBORO NC 27403 566001468 EDUCATION NC GOVERNMENTAL 0 WEATHERSPOON ART MUSEUM COUNCIL 1201 SPRING GARDEN STREET GREENSBORO NC 27403 581852178 FUNDRAISING NC 501(C)(3) LINE 5 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 582005976 INVESTMENT NC 501(C)(3) LINE 12B, II THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 CAPITAL FACILITIES FOUNDATION INC 1201 SPRING GARDEN STREET GREENSBORO NC 27403 202483538 BUILDING SUPPORT NC 501(C)(3) LINE 12B, II THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO B 6905148 CASH PAID WEATHERSPOON ART MUSEUM COUNCIL B 611500 CASH PAID THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO P 53103 CASH PAID