2026-05-06T08:23:16-05:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 566076622 NORTH CAROLINA BOTANICAL GARDEN FOUNDATION NORT 9199620522 CAMPUS BOX 3375 - UNC-CH CHAPEL HILL NC 27599 THOMAS THORNBURG TREASURER 9199620522 2026-05-05 1 1 ROBERT LEWIS P00332659 9199428700 2026-05-05 2024 2025-03-06 01:10:19Z THOMAS THORNBURG CAMPUS BOX 3375 - UNC-CH CHAPEL HILL NC 27599 2574746 0 X WWW.NCBG.UNC.EDU X 1966 NC TO PARTNER WITH THE NC BOTANICAL GARDEN TO CONSERVE OUR NATURAL HERITAGE. 28 27 0 27 0 0 1802509 1685865 0 0 132257 453671 91530 350745 2026296 2490281 1613376 1386036 0 0 235943 352010 0 0 366223 110991 204673 1960310 1942719 65986 547562 13062588 14045520 145527 15655 12917061 14029865 X ESTABLISHED THE SAME YEAR AS THE GARDEN, THE NORTH CAROLINA BOTANICAL GARDEN FOUNDATION EXISTS TO BRING INDIVIDUAL AND PRIVATE SECTOR SUPPORT TO THE GARDEN'S MISSION OF EDUCATION AND CONSERVATION. THE FOUNDATION RAISES MONEY THROUGH ITS MEMBERSHIP PROGRAM, THE GENEROSITY OF ITS BOARD, FUNDRAISING EVENTS AND MORE. INDIVIDUALS AND HOUSEHOLDS WHO ANNUALLY JOIN OR RENEW THEIR MEMBERSHIP IN THE FOUNDATION ARE MEMBERS OF THE FOUNDATION. EQUALLY IMPORTANT, THE FOUNDATION SERVES AS A LAND TRUST TO PROTECT ECOLOGICALLY IMPORTANT LANDS NEAR THE GARDEN AND BEYOND. IT OWNS AND HOLDS CONSERVATION EASEMENTS ON OVER 300 ACRES OF LAND ADJACENT TO LANDS ALREADY PROTECTED BY THE GARDEN AND THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 0 0 1455408 1386036 THE NORTH CAROLINA BOTANICAL GARDEN FOUNDATION EXISTS TO SUPPORT THE PROGRAMS OF THE NORTH CAROLINA BOTANICAL GARDEN. THE GARDEN'S PROGRAMS AND ACHIEVEMENTS IN THE AREAS OF PUBLIC HORTICULTURE, LEARNING & COMMUNITY ENGAGEMENT, PLANT CONSERVATION, HERBARIUM AND RESEARCH ALONG WITH A DASHBOARD OF PUBLICATIONS, CLIENTS SERVED, AND PROGRAM REVENUES ARE MADE AVAILABLE IN THE GARDEN'S ANNUAL REPORT ONLINE AT HTTPS://NCBG.UNC.EDU/ABOUT/NEWSROOM/. 1455408 1 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NC X JILL WUENSCHEL 9199629459 CAMPUS BOX 3375 - EDUCATION CENTER CHAPEL HILL NC 27599 CAROL TRESOLINI PRESIDENT 2.00 X X 0 0 0 MIKE ANDREWS VICE PRESIDENT 2.00 X X 0 0 0 JUDITH RIZZO SECRETARY 2.00 X X 0 0 0 NIELS LAMEIJER TREASURER 2.00 X X 0 0 0 ANNE HARRIS IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DAMON WAITT EXECUTIVE DIRECTOR OF NCBG, EX-OFFICIO 20.00 20.00 X X 0 210029 38789 JORDAN BARRAT DIRECTOR 1.00 X 0 0 0 KERRY BIRD DIRECTOR 1.00 X 0 0 0 CHRIS BOGAN DIRECTOR 1.00 X 0 0 0 MELANIE CHRISTIAN DIRECTOR 1.00 X 0 0 0 DANIEL GUY DIRECTOR 1.00 X 0 0 0 DEREK HAYNES DIRECTOR 1.00 X 0 0 0 JEFFREY HEDGES DIRECTOR 1.00 X 0 0 0 PATRICIA HOLDER DIRECTOR 1.00 X 0 0 0 VIVETTE JEFFRIES-LOGAN DIRECTOR 1.00 X 0 0 0 APRIL JOHNSON CHOICE DIRECTOR 1.00 X 0 0 0 JODIE LAPOINT DIRECTOR 1.00 X 0 0 0 ERIK LENSCH DIRECTOR 1.00 X 0 0 0 JANIS MCFARLAND DIRECTOR 1.00 X 0 0 0 CHARLES MCLENDON PRESIDENT, GARDEN CLUB OF NC 1.00 X 0 0 0 GAIL PERRY DIRECTOR 1.00 X 0 0 0 LAUREN RIVERS DIRECTOR 1.00 X 0 0 0 GEORGE STUART DIRECTOR 1.00 X 0 0 0 TED TEAGUE DIRECTOR 1.00 X 0 0 0 THOMAS THORNBURG DIRECTOR 1.00 X 0 0 0 DONALD WAGONER DIRECTOR 1.00 X 0 0 0 ANNA WU DIRECTOR 1.00 X 0 0 0 JULIE FURR YOUNGMAN DIRECTOR 1.00 X 0 0 0 MARCUS COLLINS ASSOCIATE PROVOST FOR ACADEMIC AND COMMUNITY ENGAG 40.00 X 0 194697 36309 STEPHEN KEITH LEAD DEVELOPMENT OFFICER 40.00 X 0 138097 43187 0 542823 118285 0 0 1 0 0 212550 1473315 221561 1685865 453671 453671 31961 59920 -27959 -27959 -27959 24800 212550 24545 255 255 MISCELLANEOUS 900099 378449 378449 378449 2490281 378449 0 425967 1386036 1386036 352010 8765 343245 86669 86669 56267 30608 18159 7500 17502 7239 851 9412 715 715 18272 12380 801 5091 5167 5167 MISCELLANEOUS 13262 10380 2622 260 PROPERTY TAX 5244 5244 DUES, SUBSCRIPTIONS & B 1575 1575 1942719 1455408 121088 366223 49830 52740 2435455 2795534 154797 145383 388733 35476 360876 353257 8109301 8746277 1952329 1952329 13062588 14045520 50527 15655 95000 0 145527 15655 X 364780 473928 12552281 13555937 12917061 14029865 13062588 14045520 X 547562 566122 -880 X X 0 1 X 1 0 X X 1 UNC AT CHAPEL HILL 566001393 6 1 1386036 0 1 1386036 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART IV, SECTION E, LINE 1C: THE FOUNDATION IS ORGANIZED TO SUPPORT THE NORTH CAROLINA BOTANICAL GARDEN, WHICH IS A PART OF THE UNIVERITY OF NORTH CAROLINA AT CHAPEL HILL. THE UNIVERSITY IS A STATE AGENCY OF NORTH CAROLINA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 16 149.00 1 1 10.00 750 6461871 171938 633828 184477 7083160 5848493 118338 628557 133517 6461871 5837092 182474 -77061 94012 5848493 5492310 290048 185880 131146 5837092 3661521 558305 1423897 151413 5492310 0.00000 0.56110 0.43890 0 0 195000 195000 193733 35476 158257 353257 INVESTMENT IN UNCIF 8746277 F 8746277 CONSERVATION PROPERTY 1952329 1952329 3367591 566122 305953 7440 879515 2488076 86669 -84464 2205 2490281 2254787 305953 92784 398737 1856050 86669 86669 1942719 PART II, LINE 5: THE FOUNDATION MONITORS AND INSPECTS THE EASEMENTS IN ACCORDANCE WITH THE ORGANIZATION'S GOVERNING DOCUMENTS AND THE WRITTEN EASEMENT POLICY. PART V, LINE 4: THE FOUNDATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES BASED ON DONOR RESTRICTIONS AND BOARD DESIGNATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 7,440. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME -59,920. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME -24,544. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 59,920. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME 24,544. BAD DEBT EXPENSE 8,320. GARDEN PARTY 237350 212550 24800 13928 8000 2617 237350 212550 24800 13928 8000 2617 24545 255 1 UNC AT CHAPEL HILL UNIVERSITY OF NORTH CAROLINA CHAPEL HILL NC 27599 566001393 501(C)3 1386036 0 TO SUPPORT THE NC BOTANICAL GARDEN. 1 PART I, LINE 2: IN THE ACCOUNTING OFFICE, WE MONITOR PERSONNEL AND NON-PERSONNEL EXPENSES AND REPORT TO THE GARDEN DIRECTOR AND NCBGF EXEC. COMMITTEE ON A QUARTERLY BASIS. GRANTS ARE TRANSFERRED TO UNC BEFORE FISCAL YEAR END TO FUND THE EXPENSES INCURRED BY THE UNC FUNDS. THE GRANTS PROVIDED ARE FOR THE INTENDED PURPOSE OF THE NCBGF FUND. 1 0 0 0 0 0 0 0 0 0 DAMON WAITT EXECUTIVE DIRECTOR OF NCBG, EX-OFFIC 0 186029 0 0 0 24000 0 29610 0 9179 0 248818 0 0 MARCUS COLLINS ASSOCIATE PROVOST FOR ACADEMIC AND C 0 194697 0 0 0 0 0 27614 0 8695 0 231006 0 0 STEPHEN KEITH LEAD DEVELOPMENT OFFICER 0 138097 0 0 0 0 0 34107 0 9080 0 181284 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ANY OF ITS BOARD MEMBERS OR OFFICERS. IF APPLICABLE, THE COMPENSATION OF BOARD MEMBERS AND/OR OFFICERS THAT ARE EMPLOYED BY THE UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL, ARE REPORTED IN THE FOUNDATION'S 990. THEIR COMPENSATION IS SET AT THE DISCRETION OF THE UNIVERSITY. X 13 221561 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTING PERSONNEL, THE EXECUTIVE DIRECTOR, AND THE BOARD TREASURER PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION FORMALLY REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS OF INTEREST BY SIGNING A STATEMENT ANNUALLY ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THIS PROCESS IS MONITORED BY THE FOUNDATION'S FINANCE COMMITTEE AND IS TRACKED BY THE GARDEN'S LIAISON TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 ANY AMOUNTS INCLUDED IN COMPENSATION ARE FOR PAYMENTS TO UNC FOR USE OF UNC EMPLOYEES. THE FOUNDATION FOLLOWS THE GUIDELINES AND PROCEDURES REQUIRED BY UNC. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS PUBLICLY AVAILABLE ON THE FOUNDATION'S WEBSITE (HTTPS://NCBG.UNC.EDU/ABOUT/NORTH-CAROLINA-BOTANICAL-GARDEN-FOUNDATION/NCBGF -STATEMENTS/), CHARITY NAVIGATOR (HTTPS://WWW.CHARITYNAVIGATOR.ORG/EIN/XXX-XX-XXXX), AND ON GUIDESTAR (HTTPS://WWW.GUIDESTAR.ORG/PROFILE/56-6076622). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS PUBLICLY AVAILABLE ON THE FOUNDATION'S WEBSITE (HTTPS://NCBG.UNC.EDU/ABOUT/NORTH-CAROLINA-BOTANICAL-GARDEN-FOUNDATION/NCBGF -STATEMENTS/), CHARITY NAVIGATOR (HTTPS://WWW.CHARITYNAVIGATOR.ORG/EIN/XXX-XX-XXXX), AND ON GUIDESTAR (HTTPS://WWW.GUIDESTAR.ORG/PROFILE/56-6076622). FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -8,320. CHANGE IN VALUE OF GIFTS OF FUTURE INTEREST 7,440. ROUNDING ADJUSTMENT PART XII, LINE 2C EXPLANATION THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED FROM THE PREVIOUS YEAR. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL CHAPEL HILL NC 27514 566001393 HIGHER EDUCATION AND RESEARCH NC 501(C)(3) 170(B)(1)(A)(VI) STATE OF NORTH CAROLINA 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 1386036 ACTUAL PAYMENTS MADE TO GARDEN UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 305953 STAFF SUPPORT/DONATED SALARIES