Form 990 for tax year 2023
Filed by UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC.
Totals
- Total revenue
- $20,313,186
- Total expenses
- $40,081,695
- Contributions and grants received
- $17,683,475
- Grants paid
- $34,259,819
- Program services expenses (Part IX)
- $34,259,819
- Management and general expenses
- $5,821,876
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $34,259,819
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN PREYER
CHAIR, DIRECTOR & PRES.
- Total calculated
- $0
- Hours/week
- 1
-
JOHN L TOWNSEND III
DIRECTOR (THRU OCT. 2024)
- Total calculated
- $0
- Hours/week
- 1
-
LEE LESLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID BOLIEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
W O'BRIEN WHITE III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NATHAN L KNUFFMAN
DIR. & TREASURER
- Total calculated
- $547,963
- From this org
- $0
- From related orgs
- $418,894
- Other
- $129,069
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $409,054 related
- Bonus
- $0
- Other
- $0 + $9,840 related
- Deferred
- $0 + $121,382 related
- Nontaxable benefits
- $0 + $7,687 related
- Filer's total
- $0 + $547,963 related
-
ANNE BRENNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL D KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN M GUSKIEWICZ
DIRECTOR (THRU JAN. 2024)
- Total calculated
- $913,952
- From this org
- $0
- From related orgs
- $670,610
- Other
- $243,342
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $659,645 related
- Bonus
- $0
- Other
- $0 + $10,965 related
- Deferred
- $0 + $227,335 related
- Nontaxable benefits
- $0 + $16,007 related
- Filer's total
- $0 + $913,952 related
-
EDWARD J FRITSCH
DIRECTOR (BEG. OCT 2023)
- Total calculated
- $0
- Hours/week
- 1
-
G MUNROE COBEY
DIRECTOR (BEG. OCT 2023)
- Total calculated
- $0
- Hours/week
- 1
-
DAVID CARROLL
DIRECTOR (BEG. OCT 2023)
- Total calculated
- $0
- Hours/week
- 1
-
JAMES KEITH BROWN
DIRECTOR (BEG. OCT 2023)
- Total calculated
- $0
- Hours/week
- 1
-
J SPENCE WHITMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER LLOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NIGEL LONG
DIRECTOR (BEG. OCT. 2023)
- Total calculated
- $0
- Hours/week
- 1
-
LEE H ROBERTS
DIRECTOR (BEG. JAN. 2024)
- Total calculated
- $0
- Hours/week
- 1
-
JAMES C BLAINE II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN AGOSTINI
ASSISTANT VP (THRU MAY 2024)
- Total calculated
- $385,202
- From this org
- $0
- From related orgs
- $336,261
- Other
- $48,941
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $306,261 related
- Bonus
- $0
- Other
- $0 + $30,000 related
- Deferred
- $0 + $45,845 related
- Nontaxable benefits
- $0 + $3,096 related
- Filer's total
- $0 + $385,202 related
-
ELIZABETH AYERS
ASSISTANT VP
- Total calculated
- $268,118
- From this org
- $0
- From related orgs
- $208,124
- Other
- $59,994
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $201,284 related
- Bonus
- $0
- Other
- $0 + $6,840 related
- Deferred
- $0 + $51,758 related
- Nontaxable benefits
- $0 + $8,236 related
- Filer's total
- $0 + $268,118 related
-
JENNIFER BOWMAN
ASST. SECRETARY & ASST. VP
- Total calculated
- $224,910
- From this org
- $0
- From related orgs
- $179,123
- Other
- $45,787
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $178,493 related
- Bonus
- $0
- Other
- $0 + $630 related
- Deferred
- $0 + $26,802 related
- Nontaxable benefits
- $0 + $18,985 related
- Filer's total
- $0 + $224,910 related
-
DAVID CHURCHILL
ASSISTANT VP (THRU. MAY 2024)
- Total calculated
- $263,196
- From this org
- $0
- From related orgs
- $207,006
- Other
- $56,190
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $206,656 related
- Bonus
- $0
- Other
- $0 + $350 related
- Deferred
- $0 + $52,289 related
- Nontaxable benefits
- $0 + $3,901 related
- Filer's total
- $0 + $263,196 related
-
ROBERT BRUCE WARRINGTON
ASSISTANT VP
- Total calculated
- $195,560
- From this org
- $0
- From related orgs
- $149,917
- Other
- $45,643
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $149,077 related
- Bonus
- $0
- Other
- $0 + $840 related
- Deferred
- $0 + $37,358 related
- Nontaxable benefits
- $0 + $8,285 related
- Filer's total
- $0 + $195,560 related
-
CHANDRIKA RAO
ASSISTANT VP
- Total calculated
- $230,893
- From this org
- $0
- From related orgs
- $176,186
- Other
- $54,707
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $176,186 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $44,498 related
- Nontaxable benefits
- $0 + $10,209 related
- Filer's total
- $0 + $230,893 related
-
GORDON MERKLEIN
ASSISTANT VP
- Total calculated
- $393,825
- From this org
- $0
- From related orgs
- $337,149
- Other
- $56,676
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $336,309 related
- Bonus
- $0
- Other
- $0 + $840 related
- Deferred
- $0 + $45,845 related
- Nontaxable benefits
- $0 + $10,831 related
- Filer's total
- $0 + $393,825 related
-
CANDACE CLARK
ASSISTANT VP
- Total calculated
- $194,901
- From this org
- $0
- From related orgs
- $163,833
- Other
- $31,068
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $163,833 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $23,090 related
- Nontaxable benefits
- $0 + $7,978 related
- Filer's total
- $0 + $194,901 related
-
MICHAEL ANDREASEN
VP, SECRETARY & EXEC. DIR.
- Total calculated
- $566,516
- From this org
- $0
- From related orgs
- $503,983
- Other
- $62,533
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $425,209 related
- Bonus
- $0
- Other
- $0 + $78,774 related
- Deferred
- $0 + $45,680 related
- Nontaxable benefits
- $0 + $16,853 related
- Filer's total
- $0 + $566,516 related
-
CARLY PERIN
ASSISTANT VP (BEG. MAY 2024)
- Total calculated
- $304,768
- From this org
- $0
- From related orgs
- $236,267
- Other
- $68,501
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $235,427 related
- Bonus
- $0
- Other
- $0 + $840 related
- Deferred
- $0 + $59,212 related
- Nontaxable benefits
- $0 + $9,289 related
- Filer's total
- $0 + $304,768 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 — 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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- PART I, LINE 1A
- HEALTH/SOCIAL CLUB DUES KEVIN GUSKIEWICZ RECEIVED CLUB MEMBERSHIP DUES. BUSINESS USE IS NOT TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. ANY PERSONAL USE IS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT.
- 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 $159,568 AND $40,391, RESPECTIVELY, WERE MADE WITH RESPECT TO CALENDAR YEAR 2023 OF THE 401(A)/415(M) PLAN.
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
-
THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
$24,917,293
SUPPORT UNC'S MISSION
-
SUPPORT UNC'S MISSION
-
CHAPEL HILL FDN REAL ESTATE HOLDINGS INC
$1,842,526
SUPPORT UNC'S MISSION
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) · EDUCATION · NC
-
UNC-CH FOUNDATION INVESTMENT FUND INC
501(C)(3) · INVESTMENTS · NC · controlled entity
Directly controlled by UNC-CH FDN
-
501(C)(3) · INVESTMENTS · NC · controlled entity
Directly controlled by CHIF
-
501(C)(3) · INVT. MGMT. · NC
-
THE KENAN-FLAGLER BUSINESS SCHOOL FDN
501(C)(3) · FIN. SUPPORT · NC
Directly controlled by UNC-CHAPEL HILL
-
CHAPEL HILL FDN REAL ESTATE HOLDINGS INC
501(C)(3) · REAL ESTATE · NC · controlled entity
Directly controlled by UNC-CH FDN
-
501(C)(3) · SUPPORT · NC
Directly controlled by THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION
-
501(C)(3) · SUPPORT · NC
Directly controlled by UNC-CHAPEL HILL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531359349302923
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