2026-02-25T08:28:09-06:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 561150509 UNIVERSITY OF NORTH CAROLINA AT CHAPEL H ARTS & SCIENCES FOUNDATION UNIV 9199620552 523 EAST FRANKLIN STREET CHAPEL HILL NC 27514 ANNE CRAIGHILL COLLINS EXECUTIVE DIRECTOR 9199620552 2026-02-18 1 1 ROBERT LEWIS P00332659 9199428700 2026-02-18 2024 2025-03-06 01:10:19Z ANNE CRAIGHILL COLLINS 523 EAST FRANKLIN STREET CHAPEL HILL NC 27514 30106429 0 X COLLEGE.UNC.EDU/FOUNDATION X 1975 NC THE ARTS & SCIENCES FOUNDATION'S MISSION IS TO ENHANCE THE COLLEGE BY MEETING THE NEEDS OF THE VARIOUS ACADEMIC DEPARTMENTS, PROMOTING TEACHING, RESEARCH AND SERVICE, AND SUPPORTING THE CONTINUING DEVELOPMENT OF KNOWLEDGE AND LEARNING. 36 31 0 31 0 0 26781390 27261034 0 0 601248 886559 0 0 27382638 28147593 23158644 27943414 0 0 0 0 0 0 826978 914817 1222255 24073461 29165669 3309177 -1018076 578177700 631036374 1678318 1509651 576499382 629526723 X THE ARTS AND SCIENCES FOUNDATION CONTINUES TO RAISE FUNDS FOR THE COLLEGE OF ARTS & SCIENCES FACULTY, STUDENTS, FACILITIES AND PROGRAMS, ENSURING THAT THE NATION'S FIRST PUBLIC UNIVERSITY MAINTAINS AND ENHANCES ITS COMPETITIVE ADVANTAGE WELL INTO THE 21ST CENTURY. AS THE LARGEST UNIT ON CAMPUS, THE COLLEGE IS MADE UP OF FOUR DIVISIONS - FINE ARTS & HUMANITIES, NATURAL SCIENCES & MATHEMATICS, SOCIAL SCIENCES & GLOBAL PROGRAMS, AND UNDERGRADUATE EDUCATION - WHICH ALL RECEIVE FUNDRAISING SUPPORT FROM THE ARTS & SCIENCES FOUNDATION. 0 0 28039580 27943414 THE ARTS AND SCIENCES FOUNDATION, INC. PROVIDES GRANTS TO THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR FACULTY AND STUDENTS THAT INCLUDE, BUT ARE NOT LIMITED TO, MERIT- AND NEED-BASED SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD AWARDS FOR STUDENTS, AND PROFESSORSHIPS AND FACULTY EXCELLENCE FUNDS. 28039580 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 36 31 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ANNE CRAIGHILL COLLINS 9199620552 523 EAST FRANKLIN STREET CHAPEL HILL NC 27514 X ANNE H C COLLINS EXECUTIVE DIRECTOR & SECRE 40.00 X X 0 0 0 JIM WHITE PRESIDENT 0.30 X X 0 0 0 ASHLEY E REID CHAIR 0.30 X X 0 0 0 ALEXANDER D MCLEAN VICE CHAIR 0.30 X X 0 0 0 JACOB BACHARACH TREASURER 0.30 X X 0 0 0 DOUGLAS B BIGGS BOARD MEMBER 0.30 X 0 0 0 VIRGINIA CARDENAS BOARD MEMBER 0.30 X 0 0 0 THOMAS CALDECOT CHUBB III BOARD MEMBER 0.30 X 0 0 0 TOURE S CLAIBORNE BOARD MEMBER 0.30 X 0 0 0 DOROTHEA J CLARK BOARD MEMBER 0.30 X 0 0 0 ROSE CRAWFORD BOARD MEMBER 0.30 X 0 0 0 EVE SMITH DAVIS BOARD MEMBER 0.30 X 0 0 0 LOUISE TOWNSEND DUCKETT BOARD MEMBER 0.30 X 0 0 0 ROBERT L EDWARDS JR BOARD MEMBER 0.30 X 0 0 0 ELIZABETH ENGLEHARDT BOARD MEMBER 0.30 X 0 0 0 MATTHEW M GUEST BOARD MEMBER 0.30 X 0 0 0 RITA R HANES BOARD MEMBER 0.30 X 0 0 0 LISA GODDARD HUFFINES BOARD MEMBER 0.30 X 0 0 0 LORRIE DAVIS HUSCHLE BOARD MEMBER 0.30 X 0 0 0 DANIEL J KELLY BOARD MEMBER 0.30 X 0 0 0 DAVID M KNOTT BOARD MEMBER 0.30 X 0 0 0 LEE L LOUGHRAN BOARD MEMBER 0.30 X 0 0 0 CHARLES H MERCER JR BOARD MEMBER 0.30 X 0 0 0 MOLLY GWYN MONK BOARD MEMBER 0.30 X 0 0 0 PAMELA D PARKER BOARD MEMBER 0.30 X 0 0 0 BLAKE L PIKE BOARD MEMBER 0.30 X 0 0 0 JOHN T POWELL BOARD MEMBER 0.30 X 0 0 0 WILLIAM M RAGLAND JR BOARD MEMBER 0.30 X 0 0 0 JENNIFER SAUL RICH BOARD MEMBER 0.30 X 0 0 0 GRACE M SCHOTT BOARD MEMBER 0.30 X 0 0 0 BIMAL R SHAH BOARD MEMBER 0.30 X 0 0 0 JASON K SHROFF BOARD MEMBER 0.30 X 0 0 0 JAMES LEE SIGMAN BOARD MEMBER 0.30 X 0 0 0 KENNETH G SMITH BOARD MEMBER 0.30 X 0 0 0 STERLING A SPAINHOUR JR BOARD MEMBER 0.30 X 0 0 0 THOMAS E STORY III BOARD MEMBER 0.30 X 0 0 0 JAMES LEON TANNER BOARD MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 0 27261034 6540689 27261034 801395 801395 2044000 1958836 85164 85164 85164 28147593 0 0 886559 27943414 27943414 138086 138086 131638 27817 103821 110389 27597 82792 150827 150827 172704 172704 39111 9778 29333 208084 96166 27979 83939 SUPPLIES & OTHER EXPENS 271416 67854 203562 29165669 28039580 299111 826978 36844781 40669627 26006416 22295104 1570124 1376453 8659949 3423155 5401852 5236794 501826892 555965055 6527635 5493341 578177700 631036374 17419 1678318 1492232 1678318 1509651 X 104353161 112842148 472146221 516684575 576499382 629526723 578177700 631036374 X -1018076 54333630 -288213 X X 0 1 X 1 0 X 25480549 32379791 32284682 25948136 26144886 142238044 3344236 3662959 4384913 4391222 4359119 20142449 28824785 36042750 36669595 30339358 30504005 162380493 6222558 156157935 13289 56159 234970 557506 801395 1663319 1847 -6 1841 164045653 0.95190 0.88330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,847. 2021 AMOUNT: $ -6. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 522915666 14573673 54571603 15825424 576235518 469016683 12991350 53521366 12613733 522915666 462050401 22659638 -5548741 10144615 469016683 428410956 23692128 15022649 5075332 462050401 294330457 17919571 120137528 3976600 428410956 0.17990 0.41027 0.40983 0 0 4304580 945690 3358890 3750483 1911302 1839181 604886 566163 38723 5236794 UNCIF INVESTMENT POOL 555965055 F 555965055 87454532 54333630 4359119 614190 59306939 28147593 0 28147593 34427191 4359119 902403 5261522 29165669 0 29165669 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS WERE ESTABLISHED FOR A VARIETY OF PURPOSES, WITH THE MAIN PURPOSE OF PROMOTING AND SUPPORTING THE COLLEGE OF ARTS AND SCIENCES AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 614,190. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 902,403. EUROPE 0 0 THE FOUNDATION OWNS A LEASEHOLD INTEREST IN A BUILDING OPERATED BY CAROLINA TRUST LTD OWNERSHIP OF LEASEHOLD INTERESTCOST OF BUILDING _ 3,750,483ACCUMULATED DEPRECIATION _ -1,911,302 1839181 EUROPE 0 0 PROGRAM SERVICES OWNERSHIP OF LEASEHOLD INTEREST FOR BENEFIT OF COLLEGE 96166 0 0 0 0 0 0 1935347 0 1935347 0 0 0 0 0 0 PART I, LINE 3 THE ARTS AND SCIENCES FOUNDATION OWNS A LEASEHOLD INTEREST IN A BUILDING IN THE UNITED KINGDOM. THE FOUNDATION RECORDED $96,166 IN DEPRECIATION ON THE BUILDING FOR FY25, AND THE BUILDING HAD A NET BOOK VALUE OF $1,839,181 AT JUNE 30, 2025. THE BUILDING IS OPERATED BY CAROLINA TRUST LTD, AND IS USED FOR THE BENEFIT OF THE COLLEGE OF ARTS AND SCIENCES. 1 UNC COLLEGE OF ARTS & SCIENCES AT CHAPEL HILL CHAPEL HILL NC 27514 566001393 501(C)(3) 27943414 0 SUPPORT FOR UNC SCHOOL OF ARTS & SCIENCE 1 PART I, LINE 2: OFFICERS AT THE ARTS AND SCIENCES FOUNDATION AND THE RELATED COLLEGE OF ARTS AND SCIENCES ARE IN CHARGE OF APPROVING AND MAINTAINING SUPPORTING DOCUMENTATION OF GRANT REQUESTS AND DISBURSEMENTS. X 173 5424541 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND EXECUTIVE DIRECTOR REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RELIES ON SELF-REPORTING. ANY CONFLICTS OF INTEREST ARE DISCLOSED AT BI-ANNUAL MEETINGS IN THE FALL AND SPRING. FORM 990, PART VI, SECTION B, LINE 15 FOUNDATION EMPLOYEES ARE CONTRACTED FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE PAY AND EMPLOYEE BENEFIT PRACTICES OF THE NORTH CAROLINA STATE GOVERNMENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 614,190. BAD DEBT EXPENSE -902,403. FORM 990, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT: THE FOUNDATION'S AUDIT & FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. CAROLINA TRUST LIMITED CAMPUS BOX 3100 CHAPEL HILL NC 275993100 PROMOTING THE EDUCATION OF STUDENTS AND FACULTY OF UNC UK 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0