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← UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC

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.

Provenance

Return type
form_990
Tax year
2024
Filed
2 January 2026
IRS schema version
2024v5.5
Source object
202600379349300010

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