2026-04-04T19:31:44-05:00 2025-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-07-01 566059417 FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE FOUN 7046875806 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 DR RICHARD AMON TREASURER 7046875806 2026-04-01 1 1 SUE ROBISON P00560072 2062814444 2026-04-01 2024 2025-03-06 01:10:19Z BETH CRIGLER 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 82679438 0 X N/A X 1963 NC THE FOUNDATION OF UNC CHARLOTTE RECEIVES CONTRIBUTIONS TO PROMOTE AND DEVELOP THE ACADEMIC AND EDUCATIONAL PURPOSE OF UNC CHARLOTTE BY PROVIDING SUPPORT FOR OPERATIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS FOR THE UNIVERSITY AND ITS STUDENTS. 30 29 0 29 0 0 20367619 49633884 0 0 1563540 5068638 930890 6557116 22862049 61259638 26677982 18446492 0 0 0 0 0 0 113956 4225098 8972386 30903080 27418878 -8041031 33840760 339313829 462343134 67643974 133862907 271669855 328480227 X THE FOUNDATION OF UNC CHARLOTTE RECEIVES CONTRIBUTIONS TO PROMOTE AND DEVELOP THE ACADEMIC AND EDUCATIONAL PURPOSE OF UNC CHARLOTTE BY PROVIDING SUPPORT FOR OPERATIONS, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS FOR THE UNIVERSITY AND ITS STUDENTS. 0 0 11078232 7931842 34881102 DISBURSEMENTS TO UNC CHARLOTTE TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES. 6256784 5990725 6267875 DISBURSEMENTS TO UNC CHARLOTTE FOR SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS, GENERAL ACADEMIC SUPPORT FOR FACULTY, AND CONTINUING EDUCATION. 1574455 1573117 2226949 DISBURSEMENTS TO UNC CHARLOTTE FOR ACADEMIC INSTRUCTION AND ACADEMIC SUPPORT FOR FACULTY. 3966255 2950808 6257955 OTHER INSTITUTIONAL SUPPORT AND COMMUNITY INVOLVEMENT 3966255 2950808 6257955 22875726 1 1 0 0 0 0 0 0 0 1 1 1 0 1 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 1 0 0 0 1 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 1 1 X GREG VERRET 7046875432 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 DR RICHARD AMON TREASURER 1.00 39.00 X X 0 283316 60251 GENE B JOHNSON CHAIR 1.00 X 0 0 0 BRYAN A DELANEY VICE CHAIR 1.00 X 0 0 0 DONNIE KOONCE VICE CHAIR 1.00 X 0 0 0 GEORGE G KROUSTALIS VICE CHAIR 1.00 X 0 0 0 GREGORY S ROSS VICE CHAIR 1.00 X 0 0 0 EMMA S ALLEN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 AMY KLEIN AZNAR INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAUL BATES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DR CRAIG R BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TANYA BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BO CAUBLE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAVID H COBLE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 LARRY COLBOURNE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 AMANDA WEISIGER CORNELSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFFREY JEFF FLOYD INDIVIDUAL TRUSTEE 1.00 X 0 0 0 THERESA FOUST INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOE FRANCO INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SHARON GABER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOHNATHAN HILL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SUSAN N JAMISON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 RYAN LAMBERT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TRACY E MONTROSS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CHRIS MOXLEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KERR Y PUTNEY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ROBERT A ROWELL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHARLES SIMMS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 NICK SULAK INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ANNE M TOMPKINS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAULA R VINCENT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BETH CRIGLER PRESIDENT 12.00 28.00 X 0 317360 87091 TAMMIE BOYD SECRETARY 12.00 28.00 X 0 183018 46032 0 783694 193374 0 0 1 0 GROTIN GROUP LLC 1500 N GRAHAM ST STE C CHARLOTTE NC 28206 CONSTRUCTION 158726 1 49633884 3881883 49633884 1726733 1726733 5968136 0 5968136 5968136 5968136 24761705 21419800 3341905 3341905 3341905 PROCESSING FEES & OTHER REVENUE 900099 447287 447287 MISCELLANEOUS HOUSING FEES 900099 141693 141693 588980 61259638 0 0 11625754 18446492 18446492 10617 5942 4675 47610 47610 597695 597695 528720 358248 170472 196278 146697 49581 1693009 870068 822941 141283 26517 9963 104803 4408835 2750894 1657941 1053696 1053696 139449 124827 14622 REPAIRS AND MAINTENANCE 146041 146041 OTHER EXPENSES 9153 9153 27418878 22875726 4429196 113956 41478570 37450879 13098910 36170333 0 15628 23831 156660 71865461 1105803 1712968 70759658 6899270 16193632 205535938 231553752 70564342 70042592 339313829 462343134 863386 1604934 63835363 128229984 2945225 4027989 67643974 133862907 X 29100466 30286829 242569389 298193398 271669855 328480227 339313829 462343134 X 33840760 27971506 -5001894 X 0 1 X 1 0 X 32524255 29842483 20631008 20367619 49633884 152999249 32524255 29842483 20631008 20367619 49633884 152999249 43954067 109045182 215200 189997 747273 1369822 7694869 10217161 7798 7798 228762 615677 1263172 930890 447287 3485788 166709996 0.65410 0.82620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 228,762. 2021 AMOUNT: $ 615,677. 2022 AMOUNT: $ 1,263,172. 2023 AMOUNT: $ 930,890. 2024 AMOUNT: $ 447,287. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 205354492 9412411 30360058 13933488 231193473 185194121 10978452 16044155 6862236 205354492 178642591 9011213 5773474 8233157 185194121 175008383 5357835 3674117 5397744 178642591 130865987 4374575 43975988 4208167 175008383 0.05710 0.43344 0.50946 1 1 1 1685783 6277500 7963283 63022500 967451 62055049 75453 1837 73616 804225 136515 667710 70759658 BENEFICIAL INT LEAD TRUST 429241 C EXTERNAL POOLED ASSETS 228845064 C SPLIT INTEREST AGREEMENTS 2279447 C 231553752 CASH SURRENDER VALUE 1045982 DUE FROM THE UNIVERSITY 68854731 RIGHT OF USE ASSET 141879 70042592 LIABILITY UNDER SPLIT-INTEREST AGREEMENT 2713330 LEASE LIABILITY 137131 FUNDS HELD FOR OTHERS 78018 INTEREST RATE SWAP 1099510 4027989 X 89200352 27971506 4469287 -3902384 28538409 60661943 597695 597695 61259638 32391994 4469287 1101524 5570811 26821183 597695 597695 27418878 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT STUDENT FINANCIAL AID AND STUDENT SERVICES AS WELL AS SCIENTIFIC AND EDUCATIONAL RESEARCH PROGRAMS AND GENERAL ACADEMIC SUPPORT. ENDOWMENTS ARE ALSO USED TO SUPPORT UNIVERSITY FACILITIES, GROUNDS, PHYSICAL PLANT OPERATIONS, AND CLASSROOM SPACE. PART X, LINE 2: THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 90,266. CHANGE IN SPLIT INTEREST AGREEMENT 107,359. WRITE OFF OF CONTRIBUTIONS RECEIVABLE -4,100,009. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ALLOCABLE TO UNC CHARLOTTE INSTITUTE OF SOCIAL CAPITAL 2,014. CHANGE IN SWAP VALUE 1,099,510. 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 GOV'T UNIT 16922654 1523838 APPRAISAL BOOKS, WORKS OF ART, ETC EDUCATIONAL & SCIENTIFIC ACTIVITIES 1 0 PART I, LINE 2: FOUNDATION GIFTS TO THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ARE RESTRICTED TO A SPECIFIC PURPOSE AND IDENTIFIED BY A UNIQUE "FUND NUMBER" IN THE FINANCIAL REPORTING SYSTEM. THE UNIVERSITY IS GIVEN A CORRESPONDING UNIQUE NUMBER ELECTRONICALLY ASSOCIATED WITH THE FOUNDATION NUMBER. THESE TWO UNIQUE NUMBERS ARE REPORTED AS "RELATED TO THE SAME PURPOSE." STAFF REVIEW AND MONITOR COMPARATIVE REPORTS ON A FREQUENT BASIS TO ENSURE COMPLIANCE. ANY EXCEPTIONS ARE REPORTED AND FORWARDED TO STAFF FOR REVIEW AND APPROVAL BEFORE PROCESSING. 0 0 0 0 0 0 0 0 0 BETH CRIGLER PRESIDENT 0 317360 0 0 0 0 0 76658 0 10433 0 404451 0 0 DR RICHARD AMON TREASURER 0 283316 0 0 0 0 0 41260 0 18991 0 343567 0 0 TAMMIE BOYD SECRETARY 0 183018 0 0 0 0 0 26370 0 19662 0 229050 0 0 X 1 1000 FMV X 28334 2132271 FMV X 2 384500 FMV X 1791 41529 FMV X MISC EQUIPMENT 985256 762932 FMV X CO-LAB EQUIPMENT 222 512431 FMV X IMPACT TESTER (EQ) 1 37400 FMV X MISC ITEMS 663 9820 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWED BY TREASURY SERVICES. QUESTIONS, IF ANY, ARE ANSWERED AND THE RETURN IS RELEASED TO BE ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES BOARD MEMBERS WITH AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AS AN AGENDA ITEM DURING THE BOARD MEETING. A FORMAL POLICY OUTLINING THIS PROCESS HAS BEEN BOARD APPROVED. THE CONFLICT OF INTEREST (COI) POLICY COVERS ALL FACULTY MEMBERS, NON-FACULTY EHRA STAFF, AND DESIGNATED SHRA STAFF IN MANAGEMENT OR SUPERVISORY ROLES. CONFLICTS ARE DETERMINED AT THE DEPARTMENTAL LEVEL THROUGH ANNUAL EVALUATIONS AND ONGOING UPDATES. CONFLICTS REVIEWED AT THE ADMINISTRATIVE LEVEL ARE CATEGORIZED INTO FOUR LEVELS: DISCLOSED BUT GENERALLY ALLOWED, REQUIRING ADMINISTRATIVE REVIEW, PRESUMED INAPPROPRIATE UNLESS MANAGED, AND NOT PERMITTED. RESTRICTIONS ON INDIVIDUALS WITH CONFLICTS VARY BASED ON THE CATEGORY, GENERALLY INCLUDING DISCLOSURE, RECUSAL FROM DELIBERATIONS AND DECISIONS, AND IMPLEMENTATION OF SUPERVISORY PROCEDURES TO MAINTAIN INTEGRITY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE WEBSITE (UNCC.EDU) OR UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE 90,266. CHANGE IN SPLIT INTEREST AGREEMENT 107,359. WRITE-OFF OF CONTRIBUTIONS RECEIVABLE -4,100,009. CHANGE IN SWAP VALUE -1,099,510. THE EDGE AT UNC CHARLOTTE LLC 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 PROVIDING STUDENT HOUSING NC 3545306 70053629 FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 UNIVERSITY NC N/A 0 1 1 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 1 0