Totals
- Total revenue
- $50,557,948
- Total expenses
- $9,027,786
- Contributions and grants received
- $14,257,562
- Grants paid
- $7,692,063
- Program service revenue
- $0
- Investment income
- $36,106,417
- Other revenue
- $193,969
- Total assets, end of year
- $251,933,560
- Total liabilities, end of year
- $6,381,551
- Net assets or fund balances, end of year
- $245,552,009
- Program services expenses (Part IX)
- $7,692,063
- Management and general expenses
- $1,335,723
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,692,063
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$26,075
-
1f · All other contributions, gifts and grants
$14,231,487
-
1g · Noncash contributions included above
$512,737
-
4 · Income from investment of tax-exempt bond proceeds
total $3,006,805 · excluded $3,006,805
-
7a · Gross sales of assets other than inventory
securities $33,099,612
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $33,099,612
-
7d · Net gain or loss
total $33,099,612 · excluded $33,099,612
-
8a · Fundraising events: gross income
$231,940
-
8a · Fundraising events: contributions included on line 1c
$26,075
-
8b · Fundraising events: direct expenses
$37,971
-
8c · Net income from fundraising events
total $193,969 · excluded $193,969
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,692,063 · program services $7,692,063
-
11b · Fees: legal
total $24,975 · management and general $24,975
-
11c · Fees: accounting
total $22,855 · management and general $22,855
-
11f · Fees: investment management
total $888,745 · management and general $888,745
-
11g · Fees: other
total $166,564 · management and general $166,564
-
12 · Advertising and promotion
total $176,292 · management and general $176,292
-
13 · Office expenses
total $1,712 · management and general $1,712
-
22 · Depreciation, depletion and amortization
total $20,320 · management and general $20,320
-
23 · Insurance
total $5,253 · management and general $5,253
-
24a · Other expenses: MISCELLANEOUS
total $29,007 · management and general $29,007
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,675,773 · end of year $2,195,806
-
2 · Savings and temporary cash investments
beginning of year $3,006,569 · end of year $2,749,029
-
3 · Pledges and grants receivable
beginning of year $306,193 · end of year $265,874
-
4 · Accounts receivable
beginning of year $364,473 · end of year $1,831,395
-
10a · Land, buildings and equipment: cost or other basis
$739,000
-
10c · Land, buildings and equipment, net
beginning of year $739,000 · end of year $739,000
-
11 · Investments: publicly traded securities
beginning of year $10,968,560 · end of year $11,202,367
-
12 · Investments: other securities
beginning of year $208,994,064 · end of year $232,925,617
-
14 · Intangible assets
beginning of year $43,920 · end of year $24,472
-
19 · Deferred revenue
beginning of year $91,552 · end of year $51,552
-
25 · Other liabilities
beginning of year $6,627,156 · end of year $6,329,999
-
29 · Capital stock, trust principal or current funds
beginning of year $12,049,583 · end of year $12,964,213
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $207,330,261 · end of year $232,587,796
Mission and programs · 2024
Mission
THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS.
-
UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPS
Expenses $7,605,791 · Grants $7,605,791
-
WEATHERSPOON ART MUSEUM COUNCIL
Expenses $86,272 · Grants $86,272
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
BRAD MORTON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JUSTIN OUTLING
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DELORES DAVIS PAYLOR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JASON CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LINDA KNIGHT CARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAWN CHANEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN CHAPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEVERLY CLEVELAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LINDA HIGGINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MESHA BAND KEMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERRI MAULTSBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ERIN MOSELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALAN OVERBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARAH SHOFFNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MIKE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CARRIE STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARTHA THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CATHY TISDALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RACHEL WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LASCEL WEBLEY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID GAILBRETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT J SHEA JR
TREASURER/EX OFFICIO
- Total calculated
- $387,195
- From this org
- $0
- From related orgs
- $308,757
- Other
- $78,438
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $308,757 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $78,438 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $387,195 related
-
BETH FISCHER
PRESIDENT/EX OFFICIO
- Total calculated
- $353,296
- From this org
- $0
- From related orgs
- $304,877
- Other
- $48,419
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $291,893 related
- Bonus
- $0 + $12,984 related
- Other
- $0
- Deferred
- $0 + $40,324 related
- Nontaxable benefits
- $0 + $8,095 related
- Filer's total
- $0 + $353,296 related
-
MEAGAN JONES
ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
GHAZALA BIBI
ASSISTANT TREASURER
- Total calculated
- $206,790
- From this org
- $0
- From related orgs
- $162,062
- Other
- $44,728
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $162,062 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $36,633 related
- Nontaxable benefits
- $0 + $8,095 related
- Filer's total
- $0 + $206,790 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
EDUCATIONAL SUPPORT
-
WEATHERSPOON ART MUSEUM COUNCIL
$86,272
EDUCATIONAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
GOVERNMENTAL · EDUCATION · NC
-
WEATHERSPOON ART MUSEUM COUNCIL
501(C)(3) · FUNDRAISING · NC
Directly controlled by THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
-
THE UNIVERSITY OF NC AT GREENSBORO INVESTMENT FUND INC
501(C)(3) · INVESTMENT · NC
Directly controlled by THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
-
CAPITAL FACILITIES FOUNDATION INC
501(C)(3) · BUILDING SUPPORT · NC
Directly controlled by THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600379349300615
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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