2025-03-28T09:52:15-05:00 2024-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-07-01 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 2025-03-24 1 0 SUE ROBISON P00560072 2062814444 2025-03-24 2023 2025-03-06 01:10:19Z ALI R LACY SHERRILL 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 28223 7132387 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. 37 34 0 34 0 0 6142500 5544745 0 0 379657 537319 26947 84698 6549104 6166762 6132563 4354772 0 0 0 0 0 0 252335 2719857 2675404 8852420 7030176 -2303316 -863414 41104148 42310833 276571 426618 40827577 41884215 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 5453470 3370146 4993226 DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. 996612 984625 201237 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. 6450082 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 20 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 34 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 265253 56565 BETH CRIGLER EX-OFFICIO 1.00 40.00 X 0 272396 83376 KELLY WEATHERMAN SECRETARY 1.00 40.00 X X 0 102378 39961 ALI R LACY SHERRILL PRESIDENT 1.00 X 0 0 0 SADLER BARNHARDT EMERITUS 1.00 X 0 0 0 TOM PHILLIPS EMERITUS 1.00 X 0 0 0 CHARLITA R JOSEPH BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 JODI KAPLAN BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 MIKE HILL BOARD MEMBER, EX-OFFICIO 1.00 X 0 0 0 ANDREW BAKER BOARD MEMBER 1.00 X 0 0 0 ROBERT B BOYD BOARD MEMBER 1.00 X 0 0 0 KEVIN BREWER 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 ALAN COCHRANE 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 M HEATH GILBERT JR 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 KRISTA LONG BOARD MEMBER 1.00 X 0 0 0 JILL LEWIS 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 KRYSTION OBIE NELSON BOARD MEMBER 1.00 X 0 0 0 LARRY OGUNJOBI BOARD MEMBER 1.00 X 0 0 0 TIFE OLUSESI BOARD MEMBER 1.00 X 0 0 0 PAT PALMQUIST BOARD MEMBER 1.00 X 0 0 0 JACOB PHARES BOARD MEMBER 1.00 X 0 0 0 JOHNATHAN SHAW 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 LINDA SWAYNE BOARD MEMBER 1.00 X 0 0 0 JAMES N TOUCHSTONE BOARD MEMBER 1.00 X 0 0 0 DAN VAN DYKE BOARD MEMBER 1.00 X 0 0 0 WILLIAM WHITTAKER BOARD MEMBER 1.00 X 0 0 0 SHAQUELA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 0 640027 179902 0 0 1 0 VICTORY AIR LLC 7670 W LAKE MEAD BLVD STE 145 LAS VEGAS NV 89128 AIR TRAVEL 330275 SALEM SPORTS EVENTS LLC 1519 S MARTIN LUTHER KING JR DR WINSTONSALEM NC 27107 CUSTOM INTERIORS 225000 YEADON 575 SE 9TH STREET SUITE 20 MINNEAPOLIS MN 55414 DOME INSTALLATION & TAKEDOWN 118397 WORLD SPORTS TRAVEL PO BOX 70852 MILWAUKEE WI 53207 INTERNATIONAL TOUR ORGANIZER 110000 4 129062 5415683 280055 5544745 518601 518601 898123 879405 18718 18718 18718 76928 129062 86220 -9292 -9292 OTHER INCOME 900099 93990 93990 93990 6166762 0 0 622017 4354772 4354772 5089 5089 22290 22290 82757 82757 168944 130467 38477 918981 656859 12689 249433 1343420 1221674 121746 18516 18516 5789 5789 28551 28551 43913 29160 13905 848 EQUIPMENT RENTAL 23845 17779 4262 1804 REPAIRS & MAINTENANCE 8500 8500 OTHER EXPENSES 4809 2320 2239 250 7030176 6450082 327759 252335 14271835 15360918 3821594 2697448 107238 116920 3150 306295 97425 861279 271763 618067 589516 21098777 22591760 877192 856846 41104148 42310833 88997 288977 187574 137641 276571 426618 X 6247489 4624102 34580088 37260113 40827577 41884215 41104148 42310833 X -863414 1875676 44376 X 0 1 X 1 0 X 4679362 2242250 8121488 6142500 5544745 26730345 843659 814247 918700 986100 1124654 4687360 5523021 3056497 9040188 7128600 6669399 31417705 4744171 26673534 139535 33769 32467 256965 518600 981336 140632 42929 67324 94216 170918 516019 32915060 0.81040 0.83880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 9,179. 2020 AMOUNT: $ 2,233. 2021 AMOUNT: $ 965. 2022 AMOUNT: $ 10,741. 2023 AMOUNT: $ 93,990. FUNDRAISING INCOME - 2019 AMOUNT: $ 131,453. 2020 AMOUNT: $ 40,696. 2021 AMOUNT: $ 66,359. 2022 AMOUNT: $ 83,475. 2023 AMOUNT: $ 76,928. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21479730 426926 1836265 448791 177432 23116698 21317377 553928 248865 473299 167141 21479730 20567753 366624 890902 451311 56591 21317377 15566487 277083 5157248 385160 47905 20567753 14485852 1370503 67706 316826 40748 15566487 0.12399 0.48602 0.38999 1 1 1 861279 271763 589516 589516 UNCCIF EXTERNAL INVESTMENT POOL 22591760 F 22591760 LEASE LIABILITY 137641 137641 X 9214931 1875676 1124654 130596 3130926 6084005 82757 82757 6166762 8158293 1124654 86220 1210874 6947419 82757 82757 7030176 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 44,376. FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 86,220. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 86,220. DINNER 109414 109414 363 23898 GOLF TOURNAMENT 96576 19648 76928 61959 205990 129062 76928 363 85857 86220 -9292 1 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 501(C)(3) 4063828 290944 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 BETH CRIGLER EX-OFFICIO 0 237100 0 0 0 35296 0 68032 0 15344 0 355772 0 0 RICHARD AMON TREASURER 0 265253 0 0 0 0 0 38560 0 18005 0 321818 0 0 X 1716 280055 FMV 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. THE CONFLICT OF INTEREST (COI) POLICY COVERS ALL FACULTY MEMBERS, NON-FACULTY EHRA STAFF, AND DESIGNATED SHRA STAFF IN MANAGEMENT OR SUPERVISORY ROLES. CONFLICTS ARE DETERMINED AT THE DEPARTMENTAL LEVEL THROUGH ANNUAL EVALUATIONS AND ONGOING UPDATES. CONFLICTS REVIEWED AT THE ADMINISTRATIVE LEVEL ARE CATEGORIZED INTO FOUR LEVELS: DISCLOSED BUT GENERALLY ALLOWED, REQUIRING ADMINISTRATIVE REVIEW, PRESUMED INAPPROPRIATE UNLESS MANAGED, AND NOT PERMITTED. RESTRICTIONS ON INDIVIDUALS WITH CONFLICTS VARY BASED ON THE CATEGORY, GENERALLY INCLUDING DISCLOSURE, RECUSAL FROM DELIBERATIONS AND DECISIONS, AND IMPLEMENTATION OF SUPERVISORY PROCEDURES TO MAINTAIN INTEGRITY. 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 44,376. 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