2026-05-14T15:31:41-05:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 561966429 THE SCHOOL OF GOVERNMENT FOUNDATION INC SCHO 9199622757 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 LAUREN PARTIN TREASURER 9198432757 2026-05-14 1 1 ROBERT LEWIS P00332659 9199428700 2026-05-14 2024 2025-03-06 01:10:19Z PATRICIA MITCHELL CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 3724890 0 X N/A X 1996 NC THE FOUNDATION SUPPORTS ACTIVITIES OF THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 16 13 0 16 0 0 4160987 3615672 0 0 83789 108196 356 22 4245132 3723890 5648082 4803769 0 0 572584 478347 0 0 569900 139535 140777 6360201 5422893 -2115069 -1699003 57284917 60159313 85262 20631 57199655 60138682 THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 0 0 4803769 4803769 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 4803769 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 13 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 NC MA WA OR CO MD MI NH NJ OH SC X LAUREN PARTIN 9199622757 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 PATRICIA MITCHELL PRESIDENT 1.00 X X 0 0 0 KELLIE BLUE VICE PRESIDENT 0.50 X X 0 0 0 GREGORY S ALLISON SECRETARY 2.00 38.00 X X 0 222028 44362 AIMEE N WALL EXECUTIVE DIRECTOR 2.00 38.00 X X 0 335149 64766 MATT MARVIN ASSISTANT EXECUTIVE DIRECTOR 1.00 39.00 X X 0 138153 30011 GLENN ADAMS DIRECTOR 0.50 X 0 0 0 MARCHELL ADAMS-DAVID DIRECTOR 0.50 X 0 0 0 LORRIN FREEMAN DIRECTOR 0.50 X 0 0 0 GRANT W GOINGS DIRECTOR 0.50 X 0 0 0 J EDWARD KITCHEN DIRECTOR 0.50 X 0 0 0 KEVIN LEONARD DIRECTOR 0.50 X 0 0 0 KATIE LOOVIS DIRECTOR 0.50 1.00 X 0 0 0 CHRISTOPHER RIDDICK DIRECTOR 0.50 X 0 0 0 ASHLEY RUFFIN DIRECTOR 0.50 X 0 0 0 ROSE WILLIAMS DIRECTOR 0.50 X 0 0 0 MCKINLEY WOOTEN DIRECTOR 0.50 X 0 0 0 LAUREN PARTIN TREASURER 2.00 38.00 X 0 236906 73601 ALEXANDRA HERNDON ASSISTANT DEAN FOR BUSINESS & FINANCE 2.00 38.00 X 0 150585 24468 0 1082821 237208 0 0 1 0 0 3615672 16543 3615672 108086 108086 1110 1000 110 110 110 MISCELLANEOUS 900099 22 22 22 3723890 22 0 108196 4803769 4803769 169430 169430 308917 308917 37093 35377 1716 2772 61 2711 2731 2731 4003 4003 21243 21243 11055 11055 DEVELOPMENT ADMIN FEES 58888 58888 MISCELLANEOUS 2992 2992 5422893 4803769 49224 569900 7178138 6088982 10042567 10020656 75 70265 17802 40064137 43961608 57284917 60159313 85262 20631 85262 20631 X 36158294 40850114 21041361 19288568 57199655 60138682 57284917 60159313 X -1699003 4655880 -17850 X X 0 1 X 1 0 X 3872145 1900248 4509857 4160987 3615672 18058909 170847 145222 167863 165718 169171 818821 4042992 2045470 4677720 4326705 3784843 18877730 2925964 15951766 5358 16979 57399 83398 108086 271220 638 499 356 22 1515 19150465 1165955 0.83300 0.78320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 638. 2022 AMOUNT: $ 499. 2023 AMOUNT: $ 356. 2024 AMOUNT: $ 22. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41811480 1275672 4383727 1685724 45785155 38853328 219750 4397627 1659225 41811480 39810163 271341 -431808 796368 38853328 38523429 420852 1382345 516463 39810163 27515139 424175 10871470 287355 38523429 0.81350 0.09278 0.09372 0 0 0 UNC AT CHAPEL HILL INVESTMENT FUND 43961608 F 43961608 8548941 4655880 169171 4825051 3723890 0 3723890 5609914 169171 17850 187021 5422893 0 5422893 PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 17,850. 1 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 4803769 0 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 1 PART I, LINE 2: OFFICERS AT THE SCHOOL OF GOVERNMENT FOUNDATION AND THE RELATED SCHOOL OF GOVERNMENT ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS. 0 0 0 0 0 0 0 0 0 AIMEE N WALL EXECUTIVE DIRECTOR 0 334309 0 0 0 840 0 48383 0 16383 0 399915 0 0 LAUREN PARTIN TREASURER 0 224714 0 11352 0 840 0 59774 0 13827 0 310507 0 0 GREGORY S ALLISON SECRETARY 0 222028 0 0 0 0 0 31940 0 12422 0 266390 0 0 ALEXANDRA HERNDON ASSISTANT DEAN FOR BUSINESS & FINANC 0 142844 0 6889 0 852 0 21573 0 2895 0 175053 0 0 MATT MARVIN ASSISTANT EXECUTIVE DIRECTOR 0 138153 0 0 0 0 0 19780 0 10231 0 168164 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO ACTIVE COMMITTEE MEETINGS, THEREFORE ANY RECOMMENDATIONS BY A COMMITTEE ARE REFLECTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER OF THE BOARD REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AS STATED IN THE ORGANIZATION'S BYLAWS, WHEN THERE IS A TRANSACTION THAT MAY BE A DIRECT OR INDIRECT CONFLICT FOR ANY OFFICER OR DIRECTOR, THAT PERSON IS EXPECTED TO DISCLOSE HIS/HER INTEREST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -17,850. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S AUDIT COMMITTEE HAS OVERSIGHT FOR THE AUDIT OF THE FINANCIAL STATEMENTS. FORM 990, PART IX, LINES 5,7,8 & 9: AMOUNTS LISTED ON FORM 990, PART IX, LINE 7 REPRESENT REIMBURSEMENTS TO UNC FOR SALARIES PAID ON BEHALF OF THE FOUNDATION. WHERE APPLICABLE, THESE AMOUNTS ARE LISTED ON FORM 990, PART VII AS REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SCHOOL OF GOVERNMENT AT UNC-CHAPEL HILL B 4803769 ACTUAL PAYMENTS MADE TO SCHOOL UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 169171 STAFF SUPPORT/DONATED SALARY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 58888 ACTUAL FEES PAID TO UNIVERSITY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 478347 SALARY REIMBURSEMENTS TO SCHOOL