2026-01-20T08:46:10-06:00 2025-06-30 560571159 BERNARD ROBINSON & COMPANY LLP 1501 HIGHWOODS BLVD SUITE 300 GREENSBORO NC 27410 990 2024-07-01 560771850 THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION KENA 9199627158 205 KENAN CENTER CB 3490 CHAPEL HILL NC 275993490 JANA RAEDY TREASURER 9199627158 2026-01-19 1 0 IRISH THURSTON P01662190 3362944494 2026-01-12 2024 2025-03-06 01:10:19Z JANA RAEDY 205 KENAN CENTER CB 3490 CHAPEL HILL NC 275993490 56566437 0 X N/A X 1946 NC PROVIDED FUNDS FOR TEACHING SALARIES, RESEARCH PLANNING & ADMINISTRATION, PLACEMENT OF TEACHERS, AND STUDENT FINANCIAL ASSISTANCE TO SUPPLEMENT THE OPERATIONS OF THE UNC SCHOOL OF BUSINESS. 11 7 62 0 0 0 22818652 29511861 15814000 16319000 9290813 10576637 114123 143533 48037588 56551031 36913363 50040059 0 0 0 0 0 0 0 2211 0 36915574 50040059 11122014 6510972 287274033 305218348 5371958 5559267 281902075 299659081 PROVIDED FUNDS FOR TEACHING SALARIES, RESEARCH PLANNING & ADMINISTRATION, PLACEMENT OF TEACHERS, AND STUDENT FINANCIAL ASSISTANCE TO SUPPLEMENT THE OPERATIONS OF THE UNC SCHOOL OF BUSINESS. 0 0 50040059 50040059 16319000 PROVIDED FUNDS FOR TEACHING SALARIES, RESEARCH PLANNING & ADMINISTRATION, PLACEMENT OF TEACHERS, AND STUDENT FINANCIAL ASSISTANCE TO SUPPLEMENT THE OPERATIONS OF THE UNC SCHOOL OF BUSINESS. 50040059 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 1 1 1 0 0 0 1 73 0 1 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JOE CANADY 9199627158 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 275993490 FRANCIE KEENAN PRESIDENT 0.10 X X 0 0 0 JANA RAEDY TREASURER 0.10 40.00 X X 0 548760 69402 BETSY BATTLE DIRECTOR 0.10 X 0 0 0 CHRISTIAN LUNDBLAD DIRECTOR 0.10 40.00 X 0 823847 70507 MARY MARGARET FRANK DIRECTOR 0.10 40.00 X 0 592341 69455 DARIUS DAVIS DIRECTOR 0.10 X 0 0 0 BRIAN HOGAN DIRECTOR 0.10 X 0 0 0 BILL HACKNEY DIRECTOR 0.10 X 0 0 0 NATASHA AUSTIN DIRECTOR 0.10 X 0 0 0 BRETT KENEFICK DIRECTOR 0.10 X 0 0 0 MARY MARGARET CARROLL DIRECTOR 0.10 40.00 X 0 223502 53139 TOM CAWLEY SECRETARY 0.10 40.00 X 0 128868 43900 0 2317318 306403 0 0 1 0 THIRD FACTOR 2967 DUNDAS STREET WEST SUITE 625 TORONTO ON CA M6P 1Z2 PROVIDER OF INSTRUCTION RELATED SERVICES 1551966 SMARTFUL WORKS 600 MARLOWE ROAD RALEIGH NC 27609 PROVIDER OF INSTRUCTION RELATED SERVICES 1080836 LEARNING TECHNOLOGIES INC 5206 DURALEIGH ROAD CHAPEL HILL NC 27612 PROVIDER OF INSTRUCTION RELATED SERVICES 612275 THE TALENT STRATEGY GROUP LLC 147 W 25TH STREET NEW YORK NY 10001 PROVIDER OF INSTRUCTION RELATED SERVICES 570159 ROBERT LIPPERT 122 DUNE LANE HILTON HEAD SC 29928 PROVIDER OF INSTRUCTION RELATED SERVICES 453143 10 29511861 7383465 29511861 EXECUTIVE EDUCATION PROGRAM 611430 16300000 16300000 GLOBAL IMMERSION ELECTIVE 611430 19000 19000 16319000 10474104 10474104 428 0 428 428 428 117939 15406 102533 102533 102533 MISCELLANEOUS REVENUE 900099 140206 140206 PASS-THROUGH INCOME 611430 2899 2899 143105 56551031 16319000 0 10720170 50040059 50040059 50040059 50040059 0 0 289587 2759208 80440727 79120702 25194677 16805572 49522 2520 0 36628 3843285 752238 82043 3091047 171893798 197736225 9323679 5666446 287274033 305218348 412353 310605 486500 486500 4473105 4762162 5371958 5559267 X 1914937 1708800 279987138 297950281 281902075 299659081 287274033 305218348 6510972 11246034 0 X 0 1 X 1 0 X 39431671 29344129 23630348 22818652 29511861 144736661 39431671 29344129 23630348 22818652 29511861 144736661 29850159 114886502 5308421 5964869 7659658 9153013 10474104 38560065 272975 1159044 388055 115188 143105 2078367 185375093 57498000 0.61980 0.60350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3761242 752238 3009004 82043 82043 3091047 INTEREST PAYABLE - LEASE LIABILITY 11414 LEASE LIABILITY 3945869 DEFERRED INFLOW OF RESOURCES 804879 4762162 X PART X, LINE 2: IT IS THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2025 AND 2024. 1 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 501(C)(3) 24016472 0 UNIVERSITY TRANSFERS THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 501(C)(3) 18008889 0 ADMIN & PLANNING THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 501(C)(3) 8014698 0 ENDOWMENT INCOME DISTRIBUTION PART I, LINE 2: THE ORGANIZATION PROVIDES FUNDS TO AID, PROMOTE AND SUPPORT THE KENAN-FLAGLER BUSINESS SCHOOL AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL TO FURTHER THE SCHOOL'S EDUCATIONAL PURPOSES. THE ORGANIZATION RECEIVES AND REVIEWS MONTHLY REPORTS FROM THE SCHOOL REGARDING RECEIPTS AND EXPENDITURES AND THE ORGANIZATION MONITORS THE USE OF THESE FUNDS. 0 0 0 0 0 0 0 0 0 CHRISTIAN LUNDBLAD DIRECTOR 0 660372 0 163475 0 0 0 48611 0 21896 0 894354 0 0 MARY MARGARET FRANK DIRECTOR 0 559341 0 0 0 33000 0 48529 0 20926 0 661796 0 0 JANA RAEDY TREASURER 0 473427 0 75333 0 0 0 48545 0 20857 0 618162 0 0 MARY MARGARET CARROLL DIRECTOR 0 223502 0 0 0 0 0 33208 0 19931 0 276641 0 0 TOM CAWLEY SECRETARY 0 128868 0 0 0 0 0 32675 0 11225 0 172768 0 0 X 85 7383465 FMV ON CONTRIBUTION DATE 0 1 1 PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS - VIRTUALLY ALL OF THE ORGANIZATION'S ENDOWMENT ASSETS ARE MANAGED BY THE UNC MANAGEMENT COMPANY, INCLUDING DONATED SECURITIES AND REAL ESTATE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE EXECUTIVE DIRECTOR TO AVOID CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXECUTIVE EDUCATION LLC 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 EDUCATION NC 16300000 THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION KFBSF INC 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 208071163 SUPPORT NC 501(C)(3) LINE 12A, I THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION 1 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 205 KENAN CENTER CAMPUS BOX 3490 CHAPEL HILL NC 27599 566001393 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 KFBSF INC Q 90000