2024-03-18T20:20:35-05:00 2023-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-07-01 237050570 ATHLETIC FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ATHL 7046875432 9201 UNIVERSITY CITY BLVD REESE 41 CHARLOTTE NC 28223 DR RICHARD AMON TREASURER 7046875432 2024-03-18 1 DR RICHARD AMON 999009999 0 SUE ROBISON P00560072 2062814444 2024-03-18 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALI R LACY SHERRILL 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 28223 7389916 0 X N/A X 1969 NC THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 39 38 0 42 0 0 8121486 6142500 0 0 59197 379657 -13787 26947 8166896 6549104 2239038 6132563 0 0 0 0 0 0 242629 1977511 2719857 4216549 8852420 3950347 -2303316 42983767 41104148 70360 276571 42913407 40827577 THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. 0 0 7473963 5231467 0 DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. 901096 901096 0 SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID, AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, FOOTBALL AND CHEERLEADING. 8375059 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 38 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X GREG VERRET 7046875432 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 RICHARD AMON TREASURER 1.00 40.00 X X 0 280212 45929 BETH CRIGLER EX-OFFICIO 1.00 40.00 X 0 218810 73166 KELLY WEATHERMAN SECRETARY 1.00 40.00 X X 0 87950 32900 ALI R LACY SHERRILL PRESIDENT 1.00 X X 0 0 0 PAT PALMQUIST EMERITUS 1.00 X 0 0 0 SADLER BARNHARDT EMERITUS 1.00 X 0 0 0 TOM PHILLIPS EMERITUS 1.00 X 0 0 0 ALAN COCHRANE BOARD MEMBER 1.00 X 0 0 0 LISETTE SAZAMA BEDFORD BOARD MEMBER 1.00 X 0 0 0 E TERRELL BLACKMON BOARD MEMBER 1.00 X 0 0 0 ROBERT B BOYD BOARD MEMBER 1.00 X 0 0 0 BOB BRANNON BOARD MEMBER 1.00 X 0 0 0 KEVIN BREWER BOARD MEMBER 1.00 X 0 0 0 FRENCHIE WILSON BROWN BOARD MEMBER 1.00 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.00 X 0 0 0 JERMAINE BURNS BOARD MEMBER 1.00 X 0 0 0 JOEY COHEN BOARD MEMBER 1.00 X 0 0 0 JEFF CORLEY BOARD MEMBER 1.00 X 0 0 0 DAN VAN DYKE BOARD MEMBER 1.00 X 0 0 0 M HEATH GILBERT JR BOARD MEMBER 1.00 X 0 0 0 HOUSTON HELMS BOARD MEMBER 1.00 X 0 0 0 JAN BEATTY-HENLEY BOARD MEMBER 1.00 X 0 0 0 MIKE HILL BOARD MEMBER 1.00 X 0 0 0 MITCH HODGKISS BOARD MEMBER 1.00 X 0 0 0 ANDREA HOWARD BOARD MEMBER 1.00 X 0 0 0 SARAH HUNT BOARD MEMBER 1.00 X 0 0 0 CHARLITA R JOSEPH BOARD MEMBER 1.00 X 0 0 0 CHUCK KISTLER BOARD MEMBER 1.00 X 0 0 0 DR MASHERRILL KOONCE BOARD MEMBER 1.00 X 0 0 0 TOM KORONA BOARD MEMBER 1.00 X 0 0 0 ALI R LACY SHERRILL BOARD MEMBER 1.00 X 0 0 0 JEFF LEAK BOARD MEMBER 1.00 X 0 0 0 ROBBIE LEWIS BOARD MEMBER 1.00 X 0 0 0 RICK MITCHELL BOARD MEMBER 1.00 X 0 0 0 ANDREW MULLER BOARD MEMBER 1.00 X 0 0 0 KRYSTION OBIE NELSON BOARD MEMBER 1.00 X 0 0 0 LARRY OGUNJOBI BOARD MEMBER 1.00 X 0 0 0 JACOB PHARES BOARD MEMBER 1.00 X 0 0 0 CHARLES SIMMS BOARD MEMBER 1.00 X 0 0 0 SCOTT R STORICK BOARD MEMBER 1.00 X 0 0 0 JAMES N TOUCHSTONE BOARD MEMBER 1.00 X 0 0 0 SHAQUELA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 0 586972 151995 0 0 1 0 VICTORY AIR LLC 341 HANGAR DR STATESVILLE NC 28677 AIR TRAVEL 456933 1 241756 5900744 251146 6142500 256965 256965 896235 773543 122692 122692 122692 83475 241756 67269 16206 16206 OTHER INCOME 900099 10741 10741 10741 6549104 0 0 406604 6132563 6132563 484 484 21848 21848 74707 74707 416805 259141 15350 142314 1050847 913704 52802 84341 1022546 1003190 5174 14182 28551 28551 33674 22082 10623 969 REPAIRS & MAINTENANCE 2154 2154 68241 13674 53744 823 8852420 8375059 234732 242629 17740221 14271835 2692015 3821594 98089 107238 3150 3150 18679 306295 861279 243212 646619 618067 20944990 21098777 840004 877192 42983767 41104148 70360 88997 0 187574 70360 276571 X 6531445 6247489 36381962 34580088 42913407 40827577 42983767 41104148 X -2303316 197447 20039 X 0 1 X 1 0 X 3501971 4679362 2242250 8121488 6142500 24687571 772070 843659 814247 918700 986100 4334776 4274041 5523021 3056497 9040188 7128600 29022347 3556561 25465786 141240 139535 33769 32467 256965 603976 389119 140632 42929 67324 94216 734220 30360543 17767 0.83880 0.82250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 109,397. 2019 AMOUNT: $ 9,179. 2020 AMOUNT: $ 2,233. 2021 AMOUNT: $ 965. 2022 AMOUNT: $ 10,741. FUNDRAISING INCOME - 2018 AMOUNT: $ 279,722. 2019 AMOUNT: $ 131,453. 2020 AMOUNT: $ 40,696. 2021 AMOUNT: $ 66,359. 2022 AMOUNT: $ 83,475. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21317377 553928 248865 473299 167141 21479730 20567753 366624 890902 451311 56591 21317377 15566487 277083 5157248 385160 47905 20567753 14485852 1370503 67706 316826 40748 15566487 13203053 1553829 848729 1065790 53969 14485852 0.11255 0.50318 0.38427 1 1 1 861279 243212 618067 618067 UNCCIF EXTERNAL INVESTMENT POOL 21098777 F 21098777 LEASE LIABILITY 187574 187574 X 7745252 197447 986100 87308 1270855 6474397 74707 74707 6549104 9831082 986100 67269 1053369 8777713 74707 74707 8852420 PART V, LINE 4: ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES, AND ATHLETIC PROGRAMS AND OPERATIONS. PART X, LINE 2: THE FOUNDATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 20,039. FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 67,269. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 67,269. DINNER 116617 116617 3122 17720 GOLF TOURNAMENT 83475 83475 45103 6 125139 125139 1324 325231 241756 83475 3122 64147 67269 16206 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 3947913 2184650 FAIR MARKET VALUE ATHLETIC EQUIPMENT AND FACILITIES IMPROVEMENT OF ATHLETIC EQUIPMENT AND FACILITIES 1 0 PART I, LINE 2: THE ATHLETIC FOUNDATION EXISTS TO SUPPORT THE UNIVERSITY AS STATED IN THE BYLAWS OF THE ATHLETIC FOUNDATION. AS SUCH, GRANT FUNDS ARE GIVEN SOLELY TO THE UNIVERSITY. THE ATHLETIC FOUNDATION MAINTAINS DETAILED RECORDS OF THE GIFTS. 0 0 0 0 0 0 0 0 0 RICHARD AMON TREASURER 0 252686 0 0 0 27526 0 35148 0 10781 0 326141 0 0 BETH CRIGLER EX-OFFICIO 0 187905 0 0 0 30905 0 54405 0 18761 0 291976 0 0 X 1912 251146 FMV 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) THE NUMBER IN COLUMN B REFLECTS THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD INCLUDES SEVERAL EX-OFFICIO MEMBERS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. IN ADDITION, THE CHANCELLOR APPOINTS ONE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWED BY TREASURY SERVICES. QUESTIONS, IF ANY, ARE ANSWERED AND THE RETURN IS RELEASED TO BE ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES BOARD MEMBERS WITH AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AS AN AGENDA ITEM DURING THE BOARD MEETING. A FORMAL POLICY OUTLINING THIS PROCESS HAS BEEN BOARD APPROVED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE 20,039. THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 562276950 INVESTMENTS NC 501(C)(3) LINE 12A, I UNIVERSITY OF NC CHARLOTTE 0 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 UNIVERSITY NC GOVERNMENT UNIT N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 0