Form 990 for tax year 2024
Filed by UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC.
Totals
- Total revenue
- $92,391,253
- Total expenses
- $19,447,181
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $17,770,177
- Management and general expenses
- $1,677,004
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,770,177
Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
FRANKLIN GILLIAM
DIRECTOR
- Total calculated
- $556,385
- From this org
- $0
- From related orgs
- $460,878
- Other
- $95,507
- Hours/week
- 0.1 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $443,721 related
- Bonus
- $0 + $17,157 related
- Other
- $0
- Deferred
- $0 + $87,412 related
- Nontaxable benefits
- $0 + $8,095 related
- Filer's total
- $0 + $556,385 related
-
ROBERT J SHEA JR
TREASURER
- 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 FISHER
DIRECTOR
- Total calculated
- $353,296
- From this org
- $0
- From related orgs
- $304,877
- Other
- $48,419
- Hours/week
- 1 + 39 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
-
CHARLES KING
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
SAM CONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RANDALL KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BILLY NUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIM EDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE HOYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR ADAM AIKEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW MEHELKO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRAD MORTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LASCEL WEBLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIM RICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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 — 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
No itemized grants to organizations on this return.
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.
-
501(C)(3) · FUNDRAISING · NC
Directly controlled by THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO
-
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
-
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
- 2 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600379349300010
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