2025-04-16T12:30:24-05:00 2023-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2022-07-01 581720178 THE NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC NORT 8882927070 PO BOX 12231 RESEARCH TRIANGLE PARK NC 277094900 JENNIFER ADDISON CFO 9195497074 2025-04-15 1 1 CORINNE LAROCHE P01500189 3523781331 2025-04-14 2022 2025-03-06 01:10:19Z X THE FOUNDATION FOR PBS NORTH CAROLINA JENNIFER ADDISON PO BOX 12231 RESEARCH TRIANGLE PARK NC 277094900 5514038 0 X WWW.PBSNC.ORG X 1986 NC TO RAISE FUNDS TO ADVANCE, PROMOTE, AND SUPPORT THE PUBLIC SERVICE MISSION OF PBS NORTH CAROLINA. 15 14 0 14 0 0 1373133 1570738 0 65000 -170188 -152305 0 0 1202945 1483433 986746 1085393 0 0 0 0 0 0 0 204423 993305 1191169 2078698 11776 -595265 5781610 5673130 491583 529123 5290027 5144007 TO RAISE FUNDS TO ADVANCE, PROMOTE, AND SUPPORT THE PUBLIC SERVICE MISSION OF PBS NORTH CAROLINA. 0 0 1936966 1085393 65000 SOLICIT CONTRIBUTIONS IN SUPPORT OF PBS NORTH CAROLINA ACTIVITIES AND PROGRAMMING. THE FOUNDATION'S PROGRAMS CONTINUE TO BE THOSE DESIGNED TO GENERATE SUPPORT FOR PBS NORTH CAROLINA. 1936966 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NC X X JENNIFER ADDISON 9195497074 PO BOX 12231 RESEARCH TRIANGLE PARK NC 27709 RODNEY GADDY CHAIR 1.00 0.00 X X 0 0 0 DR STEVEN BROOKS VICE CHAIR 1.00 0.00 X X 0 0 0 ANNA SCOTT FOLWELL SECRETARY 1.00 0.00 X X 0 0 0 KATE WOODBURY TREASURER 1.00 0.00 X X 0 0 0 ROBERT F BURGIN DIRECTOR 1.00 0.00 X 0 0 0 DR LISA HAMPTON DIRECTOR 1.00 0.00 X 0 0 0 TERESA ARTIS NEAL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL W ROTA DIRECTOR 1.00 0.00 X 0 0 0 DR CHARLES A SANDERS DIRECTOR 1.00 0.00 X 0 0 0 ERIC TEAL DIRECTOR 1.00 0.00 X 0 0 0 JAMES TREADAWAY JR DIRECTOR 1.00 0.00 X 0 0 0 DAVID CRABTREE CHIEF EXECUTIVE OFFICER 1.00 45.00 X X 0 184679 44529 JACK CLAYTON DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER HAYGOOD DIRECTOR 1.00 0.00 X 0 0 0 NORMA HOUSTON DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER ADDISION CFO AS OF 3/2023 1.00 45.00 X 0 0 0 SHELLY EUBANKS DIR OF FINANCE/ADMIN UNTIL 10/2022 1.00 45.00 X 0 143157 25477 ROBERT B LEVIN DIR OF FIN/ADMIN 11/2022-3/2023 1.00 45.00 X 0 35000 0 0 362836 70006 0 0 1 0 0 1570738 32 1570738 PRODUCTION INCOME 900099 65000 65000 65000 91417 91417 3786883 4030605 -243722 -243722 -243722 1483433 65000 0 -152305 1085393 1085393 180 180 29545 29545 12852 12852 11550 11550 735040 735040 11117 11117 35463 35463 6730 6730 8128 8128 OTHER PROGRAM EXPENSES 69340 69340 BAD DEBT EXPENSES 54853 54853 OTHER ADMINISTRATIVE EX 18074 18074 DUES AND SUBSCRIPTIONS 433 433 2078698 1936966 141732 0 1886939 668047 1000000 562910 412388 16930 17191 244 244 2782987 3021876 531600 553384 5781610 5673130 14242 160906 477341 368217 491583 529123 X 3702532 3701227 1587495 1442780 5290027 5144007 5781610 5673130 -595265 449245 0 X X 0 1 X 1 0 X 588373 1127372 2779013 1373133 1570738 7438629 588373 1127372 2779013 1373133 1570738 7438629 1959162 5479467 54604 65174 58116 58213 91417 327524 7766153 65912 0.70560 0.65680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 366568 31462 398030 445165 -78597 366568 362402 82763 445165 401919 -39517 362402 400311 -48391 351920 0.40000 0.60000 0 0 0 CASH SURRENDER VALUE OF LIFE INSURANCE 6624 BENEFICIAL INTERESTS IN REMAINDER TRUST 546760 553384 GRANTS DUE TO PBS NC 368217 368217 X 2068891 449245 155795 605040 1463851 19582 19582 1483433 2214911 155795 155795 2059116 19582 19582 2078698 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE APPLICABLE NORTH CAROLINA STATUTE. THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. THE FOUNDATION'S TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. 0 THE UNIVERSITY OF NORTH CAROLINA GENERAL ADMINISTRATION-CENTER FOR PUBLICTV PO BOX 2688 CHAPEL HILL NC 27515 566172047 501(C)(6) 1085393 0 PROGRAM SUPPORT 1 0 X 1 1 0 0 0 0 0 0 0 0 0 DAVID CRABTREE CHIEF EXECUTIVE OFFICER 0 184679 0 0 0 0 0 40057 0 4472 0 229208 0 0 SHELLY EUBANKS DIR OF FINANCE/ADMIN UNTIL 10/2022 0 143157 0 0 0 0 0 9793 0 15684 0 168634 0 0 PART I, LINE 1A THE CEO IS PROVIDED A BUDGETED DISCRETIONARY SPENDING AMOUNT FOR CERTAIN EXPENSE CATEGORIES AS APPROVED BY THE BOARD. ALL EXPENSES ARE SUPPORTED WITH RECEIPTS AND REPORTED TO THE BOARD ON A QUARTERLY BASIS. PART I, LINE 3 THE CEO IS AN EMPLOYEE OF A NORTH CAROLINA STATE AFFILIATED ENTITY AND, AS SUCH, THE CEO COMPENSATION IS REVIEWED AND SET ACCORDING TO STATE COMPENSATION RULES AND GUIDELINES. FORM 990, HEADING, ITEM B: THE AUDITED FINANCIAL STATEMENTS WERE NOT AVAILABLE WHEN THE PREVIOUS FORM 990 WAS FILED. EACH PART OR SCHEDULE AND LINE ITEM OF THE FORM 990 THAT WAS AMENDED IS AS FOLLOWS: FORM 990, PART I LINE 6 - TOTAL NUMBER OF VOLUNTEERS: INCREASED TO 14 VOLUNTEERS TO REFLECT THE NUMBER OF INDEPENDENT BOARD MEMBERS LINE 8 - CONTRIBUTIONS AND GRANTS: INCREASED BY $2,498 LINE 10 INVESTMENT INCOME: INCREASED BY $14,332 LINE 12 - TOTAL REVENUE: INCREASED BY $16,830 LINE 13 GRANTS AND SIMILAR AMOUNTS PAID: DECREASED BY $50,585. LINE 17 - OTHER EXPENSES: INCREASED BY $179,432 LINE 18 - TOTAL EXPENSES: INCREASED BY $128,847 LINE 19 - REVENUE LESS EXPENSES: DECREASED BY $112,017 LINE 20 - TOTAL ASSETS: DECREASED BY $46,191 LINE 21 - TOTAL LIABILITIES: INCREASED BY $65,827 LINE 22 - NET ASSETS: DECREASED BY $112,018 FORM 990, PART III LINE 4A - EXPENSES: INCREASED BY $51,008 LINE 4A GRANTS: DECREASED BY $50,585 LINE 4E - TOTAL PROGRAM SERVICE EXPENSES: INCREASED BY $51,008 FORM 990, PART IV LINE 11E MARKED YES TO REFLECT THAT OTHER LIABILITIES ARE REPORTED BY THE ORGANIZATION. LINE 11F MARKED YES TO REFLECT THAT THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE TAX YEAR INCLUDE A FOOTNOTE THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS. LINE 12A MARKED YES TO REFLECT THAT THE ORGANIZATION OBTAINED SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR. FORM 990, PART VIII LINE 1F - ALL OTHER CONTRIBUTIONS, GIFTS, GRANTS, AND SIMILAR AMOUNTS NOT INCLUDED ABOVE: INCREASED BY $2,498 LINE 1G NONCASH CONTRIBUTIONS INCLUDED IN LINES 1A-1F: INCREASED BY $32 LINE 1H, COLUMN A - TOTAL: INCREASED BY $2,498 LINE 3, COLUMN A INVESTMENT INCOME: INCREASED BY $14,332. LINE 3, COLUMN D INVESTMENT INCOME: INCREASED BY $14,332. LINE 7A GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: INCREASED BY $3,786,883 LINE 7B LESS COST OR THER BASIS AND SALES EXPENSES: INCREASED BY: $3,786,883 LINE 12, COLUMN A - TOTAL REVENUE: INCREASED BY $16,830. LINE 12, COLUMN D TOTAL REVENUE, REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512-514: INCREASED BY $14,332. FORM 990, PART IX LINE 1, COLUMN A GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS, TOTAL EXPENSES: DECREASED BY $50,585 LINE 1, COLUMN B - GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS, PROGRAM SERVICE EXPENSES: DECREASED BY $50,585 LINE 11C, COLUMN A - ACCOUNTING, TOTAL EXPENSES: INCREASED BY $7,700 LINE 11C, COLUMN C - ACCOUNTING, MANAGEMENT AND GENERAL EXPENSES: INCREASED BY $7,700 LINE 12, COLUNM A ADVERTISING AND PROMOTION, TOTAL EXPENSES: INCREASED BY $102,180. LINE 12, COLUNM B - ADVERTISING AND PROMOTION, PROGRAM SERVICE EXPENSES: INCREASED BY $102,180. LINE 14, COLUNM A INFORMATION TECHNOLOGY, TOTAL EXPENSES: DECREASED BY $1,125. LINE 14, COLUNM B INFORMATION TECHNOLOGY, PROGRAM SERVICE EXPENSES: DECREASED BY $1,125. LINE 24A, COLUNM A OTHER PROGRAM EXPENSES, TOTAL EXPENSES: INCREASED BY $358. LINE 24A, COLUNM B OTHER PROGRAM EXPENSES, PROGRAM SERVICE EXPENSES: INCREASED BY $358. LINE 24B, COLUMN A - MISCELANIOUS EXPENSES WERE REPLACED BY BAD DEBT EXPENSES, TOTAL EXPENSES: INCREASED BY $52,247. LINE 24B, COLUMN C - MISCELANIOUS EXPENSES WERE REPLACED BY BAD DEBT EXPENSES, MANAGEMENT AND GENERAL EXPENSES: INCREASED BY $52,247. LINE 24C, COLUMN A DUES AND SUBSCRIPTIONS EXPENSES WERE REPLACED BY OTHER ADMINISTRATIVE EXPENSES, TOTAL EXPENSES: INCREASED BY $17,639 LINE 24C, COLUMN C DUES AND SUBSCRIPTIONS EXPENSES WERE REPLACED BY OTHER ADMINISTRATIVE EXPENSES, MANAGEMENT AND GENERAL EXPENSES: INCREASED BY $17,639 LINE 24D, COLUMN A DUES AND SUBSCRIPTIONS WERE MOVED TO LINE 24D FROM LINE 24C, TOTAL EXPENSES: INCREASED BY $433 LINE 24D, COLUMN C DUES AND SUBSCRIPTIONS WERE MOVED TO LINE 24D FROM LINE 24C, MANAGEMENT AND GENERAL EXPENSES: INCREASED BY $433 LINE 25, COLUMN A TOTAL FUNCTIONAL EXPENSES, TOTAL EXPENSES: INCREASED BY $128,847 LINE 25, COLUMN B TOTAL FUNCTIONAL EXPENSES, PROGRAM SERVICE EXPENSES: INCREASED BY $51,008 LINE 25, COLUMN C TOTAL FUNCTIONAL EXPENSES, MANAGEMENT AND GENERAL EXPENSES: INCREASED BY $77,839 FORM 990, PART X LINE 1 CASH NON-INTEREST BEARING: DECREASED BY $1 LINE 3 PLEDGES AND GRANTS RECEIVABLE, NET: INCREASED BY $326,819 LINE 4 - ACCOUNTS RECEIVABLE, NET: DECREASED BY $373,009 LINE 16 - TOTAL ASSETS: DECREASED BY $46,191 LINE 17 - ACCOUNTS PAYABLE AND ACCRUED EXPENSES: DECREASED BY $302,390 LINE 25 OTHER LIABILITIES: INCREASED BY $368,217 LINE 26 - TOTAL LIABILITIES: INCREASED BY $65,827 LINE 27 - NET ASSETS WITHOUT DONOR RESTRICTIONS: INCREASED BY $22,009 LINE 28 - NET ASSETS WITH DONOR RESTRICTIONS: DECREASED BY $134,027 LINE 32 - TOTAL NET ASSETS OR FUND BALANCES: DECREASED BY $112,018 LINE 33 - TOTAL LIABILITIES AND NET ASSETS/FUND BALANCES: DECREASED BY $46,191 FORM 990, PART XI LINE 1 - TOTAL REVENUE: INCREASED BY $16,830 LINE 2 - TOTAL EXPENSES: INCREASED BY $128,847 LINE 3 - REVENUE LESS EXPENSES: DECREASED BY $112,017 LINE 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS: DECREASED BY $1 LINE 10 - NET ASSETS AT END OF YEAR: DECREASED BY $112,018 FORM 990 PART XII LINE 2B MARKED YES TO REFLECT THAT THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. LINE 2C MARKED YES TO REFLECT THAT THE FINANCIAL STATEMENTS FOR THE YEAR WERE AUDITED ON A SEPARATE BASIS. SCHEDULE A, PART II LINE 1, COLUMN E - GIFTS, GRANTS, AND CONTRIBUTIONS, AND MEMBERSHIP FEES RECEIVED: INCREASED BY $2,498 LINE 1, COLUMN F - GIFTS, GRANTS, AND CONTRIBUTIONS, AND MEMBERSHIP FEES RECEIVED, TOTAL: INCREASED BY $2,498 LINE 4, COLUMN E - TOTAL: INCREASED BY $2,498. LINE 4, COLUMN F - TOTAL: INCREASED BY $2,498. LINE 5, COLUMN F THE PORTION OF TOTAL CONTRIBUTIONS BY EACH PERSON (OTHER THAN A GOVERNMENTAL UNIT OR PUBLICLY SUPPORTED ORGANIZATION) INCLUDED ON LINE 1 THAT EXCEEDS 2% OF THE AMOUNT SHOWN ON LINE 11, TOTAL: INCREASED BY $71,967 LINE 6, COLUMN F PIBLIC SUPPORT, TOTAL: DECREASED BY $69,469 LINE 7, COLUMN E - AMOUNTS FROM LINE 4: INCREASED BY $2,498 LINE 7, COLUMN F - AMOUNTS FROM LINE 4, TOTAL: INCREASED BY $2,498 LINE 8, COLUMN E GROSS INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES: INCREASED BY $14,332 LINE 8, COLUMN F - GROSS INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES, TOTAL: INCREASED BY $14,332 LINE 11, COLUMN F - TOTAL SUPPORT: INCREASED BY $16,830 LINE 14 - PUBLIC SUPPORT PERCENTAGE FOR 2022: DECREASED BY 1.05% SCHEDULE A, IDENTIFICATION OF EXCESS CONTRIBUTIONS INCLUDED ON PART II, EXCESS CONTRIBUTIONS: INCREASED BY $71,967 SCHEDULE B, PART I CONTRIBUTORS: TOTAL AMOUNT OF SCHEDULE B CONTRIBUTIONS INCREASED BY $14,701. ALSO, CORRECTIONS WERE MADE TO THE NAME AND ADDRESS OF VARIOUS CONTRIBUTORS. SCHEDULE D, PART X OTHER LIABILITIES: INCREASED BY $368,217. SCHEDULE D, PART XI LINE 1 - TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS: INCREASED BY $2,068,891 LINE 2A NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS: INCREASED BY $449,245 LINE 2B DONATED SERVICES AND USE OF FACILITIES: INCREASED BY $155,795 LINE 2E - ADD LINE 2A THROUGH 2D: INCREASED BY $605,040 LINE 3 - SUBTRACT LINE 2E FROM LINE 1: INCREASED BY $1,463,851 LINE 4A - INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 7B: INCREASED BY $19,582 LINE 4C - ADD LINES 4A AND 4B: INCREASED BY $ 19,582 LINE 5 - TOTAL REVENUE: INCREASED BY $ 1,483,433 SCHEDULE D, PART XII LINE 1 - TOTAL EXPENSES AND LOSSES PER AUDITED FINANCIAL STATEMENTS: INCREASED BY $2,214,911 LINE 2A DONATED SERVICES AND USE OF FACILITIES: INCREASED BY $155,795 LINE 2E - ADD LINE 2A THROUGH 2D: INCREASED BY $155,795 LINE 3 - SUBTRACT LINE 2E FROM LINE 1: INCREASED BY $2,059,116 LINE 4A AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 7B: INCREASED BY $19,582 LINE 4C - ADD LINES 4A AND 4B: INCREASED BY $ 19,582 LINE 5 - TOTAL EXPENSES: INCREASED BY $2,078,698 SCHEDULE D, PART XIII THE SUPPLEMENTAL INFORMATION HAS BEEN UPDATED TO REFLECT THE ENTIRE FOOTNOTE SHOWN ON THE AUDITED FINANCIAL STATEMENTS THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS SCHEDULE I PART II COLUMN D AMOUNT OF CASH GRANT: DECREASED BY $50,585 FORM 990, PART VI, SECTION A, LINE 1A COMMITTEES ARE APPOINTED AND WORK ON ISSUES REQUIRED BETWEEN MEETINGS, REPORTING BACK TO THE BOARD AT ITS REGULARLY SCHEDULED MEETINGS. COMMITTEES OF THE BOARD CAN EXERCISE THE POWERS OF THE BOARD WITHIN THE SCOPE OF THEIR PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEWS AND APPROVES THE FORM 990 AS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE SIGNED FORM 990 WAS NOT PRESENTED TO THE BOARD FOR FINAL REVIEW DUE TO TIMING DURING FISCAL YEAR 2023. HOWEVER, THE FILED FORM 990 WILL BE SHARED WITH THE BOARD AT ITS NEXT SCHEDULED QUARTERLY BOARD MEETING IN JUNE 2024. THIS 990 WILL BE REVIEWED AND SIGNED BY THE CHIEF FINANCIAL OFFICER OF PBS NC. FORM 990, PART VI, SECTION B, LINE 12C AT EACH QUARTERLY BOARD MEETING, THE FOUNDATION BOARD CHAIR READS A STATEMENT REGARDING CONFLICT OF INTERESTS AND REQUESTS ANY DIRECTOR TO DISCLOSE CONFLICTS AT THAT TIME. IN ADDITION, THE CONFLICT OF INTEREST STATEMENT IS PART OF THE BOARD RESPONSIBILITY DOCUMENT THAT IS SIGNED BY EACH DIRECTOR ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII THE ORGANIZATION'S OVERSIGHT PROCESS DID NOT CHANGE. THE UNIVERSITY OF NORTH CAROLINA GENERAL ADMINISTRATION -CENTER FOR PUBLICT PO BOX 2688 CHAPEL HILL NC 275152688 566172047 TELEVISION PROGRAMMING NC 501(C)(3) LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE UNIVERSITY OF NORTH CAROLINA GENERAL ADMINISTRATION-CENTER FOR PUBLICTV B 1085393 CASH VALUE