2024-04-05T09:37:20-05:00 2023-06-30 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2022-07-01 561966429 THE SCHOOL OF GOVERNMENT FOUNDATION INC SCHO 9199622757 CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 LAUREN PARTIN TREASURER 9198432757 2024-04-04 1 LAUREN PARTIN 999009999 1 ROBERT LEWIS P00332659 9199428700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA SIMPSON CB 3330 KNAPP-SANDERS BUILDING CHAPEL HILL NC 27599 4567755 0 X N/A X 1996 NC THE FOUNDATION SUPPORTS ACTIVITIES OF THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 18 15 0 15 0 0 14599831 4509857 0 0 16979 57399 129826 499 14746636 4567755 4061166 4494708 0 0 634952 711548 0 0 813473 116624 144115 4812742 5350371 9933894 -782616 56616094 54681393 1026052 11172 55590042 54670221 THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING. 0 0 4494708 4494708 SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 4494708 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 24 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 15 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 MARCHELL ADAMS-DAVID DIRECTOR 0.50 X 0 0 0 KELLIE BLUE VICE PRESIDENT 0.50 X X 0 0 0 KENNETH LEE CARTER DIRECTOR 0.50 X 0 0 0 MARK CAVERLY 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 CHARLES B NEELY DIRECTOR 0.50 X 0 0 0 CHRISTOPHER RIDDICK DIRECTOR 0.50 X 0 0 0 GLENN ADAMS 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 AIMEE N WALL EXECUTIVE DIRECTOR FROM 2/2023 2.00 38.00 X X 0 204821 44282 GREGORY S ALLISON SECRETARY 2.00 38.00 X X 0 204699 42700 JENNIFER WILLIS ASSOCIATE DEAN FOR ADVANCEMENT 40.00 0.00 X X 0 185720 45469 PATRICIA MITCHELL PRESIDENT 0.50 X X 0 0 0 LAUREN PARTIN TREASURER 2.00 38.00 X 0 218017 67905 MICHAEL R SMITH EXECUTIVE DIRECTOR THROUGH 12/2022 2.00 38.00 X 0 338442 55582 ALEXANDRA HERNDON ASSISTANT DEAN FOR FINANCE & BUS OPS 2.00 38.00 X 0 131560 18092 ROBERT BRADFORD MALLARD ASSISTANT DEAN FOR ADVANCEMENT 40.00 0.00 X 0 107577 40558 0 1390836 314588 0 0 1 0 0 4509857 3753 4509857 57399 57399 MISCELLANEOUS 900099 499 499 499 4567755 499 0 57399 4494708 4494708 250622 250622 460926 460926 38212 37450 762 5539 146 5393 3000 1906 1094 6439 6439 22289 22289 2076 2076 DEVELOPMENT ADMIN FEES 61250 61250 MISCELLANEOUS 4166 612 3554 DUES & SUBSCRIPTIONS 1144 1144 5350371 4494708 42190 813473 6980767 7066357 10983863 10524608 20386 38000847 37070042 650617 0 56616094 54681393 25086 11172 1000966 0 1026052 11172 X 34988119 33873275 20601923 20796946 55590042 54670221 56616094 54681393 X -782616 -136405 -800 X X 0 1 X 1 0 X 4378768 2724735 3872145 1900248 4509857 17385753 122094 133471 170847 145222 167863 739497 4500862 2858206 4042992 2045470 4677720 18125250 3635576 14489674 92332 57028 5358 16979 57399 229096 638 499 1137 18355483 2031115 0.78940 0.77920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 638. 2022 AMOUNT: $ 499. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39810163 271341 -431808 796368 38853328 38523429 420852 1382345 516463 39810163 27515139 424175 10871470 287355 38523429 27150639 100961 433594 170055 27515139 25357909 252319 1744283 203872 27150639 0.81925 0.09696 0.08378 0 0 0 SECURITIES AND OTHER INVESTMENTS 37070042 F 37070042 4599213 -136405 167863 31458 4567755 0 4567755 5519034 167863 800 168663 5350371 0 5350371 PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 800. 1 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CHAPEL HILL NC 27599 566001393 501(C)(3) 4494708 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 MICHAEL R SMITH EXECUTIVE DIRECTOR THROUGH 12/2022 0 322637 0 14965 0 840 0 45694 0 9888 0 394024 0 0 LAUREN PARTIN TREASURER 0 207285 0 9820 0 912 0 54476 0 13429 0 285922 0 0 AIMEE N WALL EXECUTIVE DIRECTOR FROM 2/2023 0 195343 0 8500 0 978 0 28494 0 15788 0 249103 0 0 GREGORY S ALLISON SECRETARY 0 195193 0 9506 0 0 0 28246 0 14454 0 247399 0 0 JENNIFER WILLIS ASSOCIATE DEAN FOR ADVANCEMENT 0 177255 0 8465 0 0 0 45469 0 0 0 231189 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 -800. 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 4494708 ACTUAL PAYMENTS MADE TO SCHOOL UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 167863 STAFF SUPPORT/DONATED SALARY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL M 61250 ACTUAL FEES PAID TO UNIVERSITY UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 711548 SALARY REIMBURSEMENTS TO SCHOOL