Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $16,475,486

• 1g · Noncash contributions included above

  $9,043,260

• 3 · Investment income

  total $3,337,007 · unrelated business $8,870 · excluded $3,328,137

• 7a · Gross sales of assets other than inventory

  securities $34,823,814

• 7b · Less cost or other basis and sales expenses

  securities $37,612,769

• 7c · Gain or loss

  securities -$2,788,955

• 7d · Net gain or loss

  total -$2,788,955 · excluded -$2,788,955

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $26,602,422 · program services $26,602,422

• 11b · Fees: legal

  total $116,706 · management and general $116,706

• 11c · Fees: accounting

  total $114,625 · management and general $114,625

• 20 · Interest

  total $24,400 · management and general $24,400

• 22 · Depreciation, depletion and amortization

  total $1,933 · management and general $1,933

• 24a · Other expenses: UNIVERSITY SUPPORT

  total $5,505,535 · management and general $5,505,535

• 24b · Other expenses: MAINTENANCE AND OTHER

  total $129,444 · management and general $129,444

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $8,862,643 · end of year $9,103,862

• 2 · Savings and temporary cash investments

  beginning of year $50,655,537 · end of year $46,132,523

• 3 · Pledges and grants receivable

  beginning of year $9,398,447 · end of year $8,123,382

• 4 · Accounts receivable

  beginning of year $248,860 · end of year $249,906

• 10a · Land, buildings and equipment: cost or other basis

  $19,500

• 10b · Land, buildings and equipment: accumulated depreciation

  $1,933

• 10c · Land, buildings and equipment, net

  beginning of year $5,000 · end of year $17,567

• 12 · Investments: other securities

  beginning of year $627,301,520 · end of year $680,471,859

• 15 · Other assets

  beginning of year $47,177,622 · end of year $48,441,570

• 17 · Accounts payable and accrued expenses

  beginning of year $836,543 · end of year $1,421,628

• 25 · Other liabilities

  beginning of year $93,546,617 · end of year $95,750,690

• 27 · Net assets without donor restrictions

  beginning of year $79,987,487 · end of year $82,188,967

• 28 · Net assets with donor restrictions

  beginning of year $569,278,982 · end of year $613,179,384

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION REVIEW THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION, INC. DOES NOT HAVE EMPLOYEES. RELATED ORGANIZATION COMPENSATION IS PROVIDED BY THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.

PART I, LINE 4B

SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN KEVIN GUSKIEWICZ AND NATHAN KNUFFMAN PARTICIPATED IN A 401(A)/415(M) RETIREMENT PLAN OF THE UNIVERSITY OF NORTH CAROLINA. CONTRIBUTIONS OF $2,206 AND $42,007, RESPECTIVELY, WERE MADE WITH RESPECT TO CALENDAR YEAR 2024 OF THE 401(A)/415(M) PLAN.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

• UNC INTERMEDIATE POOL LLC

  INVESTMENTS · NC

• CAROLINA RESEARCH VENTURE INVS

  INVESTMENTS · NC

• KFBSF PRIVATE EQUITY FUND I LP

  INVESTMENTS · NC

• KFBSF PRIVATE EQUITY FUND II LP

  INVESTMENTS · NC

• KFBSF PRIVATE EQUITY FUND III LP

  INVESTMENTS · NC

• KFBSF PRIVATE EQUITY FUND IV LP

  INVESTMENTS · NC

• KFBSF REAL ESTATE FUND II LP

  INVESTMENTS · NC

• KFBSF REAL ESTATE FUND III LP

  INVESTMENTS · NC

• KFBSF REAL ESTATE FUND IV LP

  INVESTMENTS · NC