2026-05-09T11:49:31-05:00 2025-06-30 844233121 SHARPE PATEL CPA 5510 SIX FORKS ROAD SUITE 140 RALEIGH NC 27609 990 2024-07-01 562180508 THE UNIVERSITY OF NORTH CAROLINA FOUNDATION INC UNIV 9198278506 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 JENNIFER HAYGOOD DIRECTOR 9198278506 2026-05-08 1 1 REBECCA FISHER P01690017 7044993893 2026-05-08 2024 2025-03-06 01:10:19Z MICHAEL VOLLMER 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 7905021 0 X N/A X 1999 NC SUPPORT THE MISSION OF THE 17-CAMPUS UNIVERSITY OF NORTH CAROLINA SYSTEM. 10 3 0 3 0 0 11893776 1871004 411400 1587337 541934 573943 4216377 3872737 17063487 7905021 207565 1646678 0 0 0 0 0 0 0 5026472 5057215 5234037 6703893 11829450 1201128 48500707 47443167 32554579 28892432 15946128 18550735 X A. TO AID, SUPPORT, AND PROMOTE TEACHING, RESEARCH, AND SERVICE IN THE VARIOUS EDUCATIONAL, SCIENTIFIC, SCHOLARLY, PROFESSIONAL, ARTISTIC, AND CREATIVE ENDEAVORS OF THE UNIVERSITY OF NORTH CAROLINA THROUGH MEANS SUCH AS THE ENHANCEMENT OF THE QUALITY OF SUPPORTING STAFF, SERVICES, AND FACILITIES OF THE UNIVERSITY; THE SUPPORT OF RESEARCH, SCHOLARLY, ARTISTIC, AND CREATIVE WORK OF THE UNIVERSITY; AND THE SUPPORT OF PUBLIC SERVICE ACTIVITIES OF THE UNIVERSITY.B. TO SOLICIT, ACQUIRE, RECEIVE, HOLD, INVEST, REINVEST, SELL, TRANSFER, EXCHANGE, ADMINISTER, AND MANAGE PROPERTY OF ALL KINDS FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA.C. TO DO ANY AND ALL ACTS AND THINGS THAT MAY BE DEEMED DESIRABLE OR EXPEDIENT FOR THE BENEFIT OF THE UNIVERSITY OF NORTH CAROLINA, ITS PROGRAMS, AND ITS FACULTY, STAFF, AND STUDENTS. 0 0 6594092 1646678 2340184 RAISE AND INVEST MONIES FOR THE BENEFIT OF THE UNIVERSITY SYSTEM AND CONDUCT OR CONTRACT FOR RESEARCH ON WAYS FOR THE UNIVERSITY SYSTEM TO BETTER SERVE THE STATE'S CITIZENS. 6594092 1 1 0 0 0 1 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X KIM VAN METRE 9198278506 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 PETER HANS DIRECTOR 1.00 X 0 447819 8395 ANDREW T TRIPP DIRECTOR 1.00 X 0 402871 15271 DAVID ENGLISH DIRECTOR 1.00 X 0 316313 16953 MICHAEL VOLLMER DIRECTOR 1.00 X 0 345784 8767 JENNIFER HAYGOOD DIRECTOR 1.00 X 0 346245 8695 SHUN ROBERTSON DIRECTOR 1.00 X 0 254635 8695 ANDREA POOLE DIRECTOR 1.00 X 0 245046 8926 J ALEX MITCHELL EX OFFICIO DIRECTOR 0.00 X 0 0 0 WENDY F MURPHY CHAIR 1.00 X X 0 0 0 KIRK J BRADLEY EX OFFICIO DIRECTOR 0.00 X 0 0 0 0 2358713 75702 0 0 1 0 ACCENTURE 1255 TREAT BLVD SUITE 250 WALNUT CREEK CA 94597 DESIGN SERVICES 388850 THE CAR PARK GROUP PO BOX 781 RALEIGH NC 27602 PARKING 291390 CBRE INC PO BOX 848844 LOS ANGELES CA 90084 REAL ESTATE 150000 3 1871004 1871004 SHARED SERVICES REVENUE 561000 1566337 1566337 EDUCATIONAL CONSULTING 611710 21000 21000 1587337 573943 573943 3119890 0 3119890 3119890 3119890 LEASE INTEREST 531120 752847 752847 752847 7905021 2340184 0 3693833 X 1646678 1646678 2130 2130 6728 6728 100943 100943 1732679 1732679 3338 3338 2377 2377 61295 61295 1238 1238 1043488 1043488 1414890 1414890 960 960 SPLIT-INT AGREEMENT 654374 654374 SUPPLIES 28775 28775 HONORARIUMS 4000 4000 6703893 6594092 109801 0 14728830 9262795 295457 316176 6750000 6000000 11000 0 8288730 4791578 960 36300 11903 29638 24397 9525908 19558633 8871144 7488628 48500707 47443167 36342 42536 93938 250000 66700 63710 32357599 28536186 32554579 28892432 X 8835160 10091296 7110968 8459439 15946128 18550735 48500707 47443167 1201128 1403479 0 X 0 1 X 1 0 X X 1 UNC 17 CAMPUS SYSTEM 566172047 6 1 1646678 0 1 1646678 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 732774 5178077 0 0 36300 11903 24397 24397 RIGHT TO USE LEASE ASSET NET OF AMORTIZATION 7488628 7488628 DEFERRED INFLOWS FOR LEASES 13000006 LEASE PAYABLE 9767722 ANNUITY PAYABLE 5768458 28536186 9207557 1403479 1403479 7804078 100943 100943 7905021 6602950 0 6602950 100943 100943 6703893 0 UNIVERSITY OF NORTH CAROLINA 223 S WEST STREET SUITE 1800 RALEIGH NC 27603 566172047 GOV 1646678 0 FUNDING FOR PBSNC, MATHEMATICS INITIATIVES, AND EQUITY FELLOWSHIPS. 1 0 0 0 0 0 0 0 0 0 PETER HANS DIRECTOR 0 447819 0 0 0 0 0 8395 0 0 0 456214 0 0 ANDREW T TRIPP DIRECTOR 0 402871 0 0 0 0 0 15271 0 0 0 418142 0 0 JENNIFER HAYGOOD DIRECTOR 0 346245 0 0 0 0 0 8695 0 0 0 354940 0 0 MICHAEL VOLLMER DIRECTOR 0 345784 0 0 0 0 0 8767 0 0 0 354551 0 0 DAVID ENGLISH DIRECTOR 0 316313 0 0 0 0 0 16953 0 0 0 333266 0 0 SHUN ROBERTSON DIRECTOR 0 254635 0 0 0 0 0 8695 0 0 0 263330 0 0 ANDREA POOLE DIRECTOR 0 245046 0 0 0 0 0 8926 0 0 0 253972 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UNC FOUNDATION ESTABLISHES AND MAINTAINS CONFLICT OF INTEREST POLICIES PERTAINING TO ITS RELATIONSHIP WITH UNC, MEMBERS OF THE GOVERNING BOARD, AND PERSONS DOING BUSINESS WITH UNC FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,732,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,732,679. NC GIFT PLANNING LLC 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 FUNDRAISING NC 1041800 10946536 UNC FDN UNC REAL ESTATE LLC 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 REAL ESTATE NC 181751 10883129 UNC FDN UNIVERSITY SUPPORTING SERVICES LLC 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 932707626 ADMIN SERVICES NC 1556337 602891 UNC FDN THE UNIVERSITY OF NORTH CAROLINA 223 S WEST STREET SUITE 1700 RALEIGH NC 27603 566172047 EDUCATION NC N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA B 1646678 COST