2025-04-23T08:40:15-05:00 2024-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH RD SUITE 300 CHAPEL HILL NC 27517 990 2023-07-01 560934173 UNC LAW FOUNDATION INC UNCL 9194450188 ATTN CYNTHIA LOWERY CB 3880 CHAPEL HILL NC 275993380 MARTIN H BRINKLEY DEAN AND SECRETARY/TREASURER 9194450188 2025-04-22 1 0 ROBERT LEWIS P00332659 9199428700 2025-04-22 2023 2025-03-06 01:10:19Z MARTIN H BRINKLEY ATTN CYNTHIA LOWERY CB 3880 CHAPEL HILL NC 275993380 3173453 0 X N/A X 1969 NC TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 15 14 0 18 0 0 3662555 2677283 0 0 274379 380833 3949 1056 3940883 3059172 4993733 4759609 0 0 0 0 0 0 0 915924 862813 5909657 5622422 -1968774 -2563250 97851761 104979768 2588 2264 97849173 104977504 TO PROVIDE SUPPORT, FOSTER, AND ENCOURAGE THE STUDY AND TEACHING OF LAW AT THE LAW SCHOOL OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. 0 0 4759609 4759609 THE ORGANIZATION PROVIDES STUDENT AND FACULTY PROGRAM SERVICES WHICH PROMOTE STUDENT SCHOLARSHIPS AND ACTIVITIES, STUDENT AND FACULTY RECRUITMENT, AND PROFESSIONAL FACULTY ENRICHMENT. 4759609 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 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 CO MD MI MA NC NH NJ OH OR SC WA X CYNTHIA LOWERY 9194450188 160 RIDGE ROAD CB3380 CHAPEL HILL NC 275993380 MARTIN HAL BRINKLEY EX-OFFICIO: DEAN AND SECRETARY/TREASURER 2.00 38.00 X X 0 482591 53575 NICK GOETTSCH ASSOCIATE DEAN FOR ADMINISTRATION 10.00 30.00 X 0 163448 61878 CYNTHIA LOWERY ASSISTANT DEAN FOR FINANCE AND ASSISTANT TREASURER 10.00 30.00 X 0 125980 39303 LOUISE HARRIS ASSOCIATE DEAN FOR ADVANCEMENT AND ASSISTANT TREAS 20.00 20.00 X 0 124882 24486 CHARLES T PLAMBECK PRESIDENT AND CHAIRMAN 0.10 X X 0 0 0 M SCOTT PEELER VICE PRESIDENT 0.10 X X 0 0 0 JAMES MARVIN DEAL JR EX-OFFICIO: MEMBER 0.10 X 0 0 0 ELIZABETH JEAN BOWER MEMBER 0.10 X 0 0 0 FRANK EDWARD EMORY JR MEMBER 0.10 X 0 0 0 RICHARD L FARLEY MEMBER 0.10 X 0 0 0 RANDOLPH B HOUSTON JR MEMBER 0.10 X 0 0 0 KEVIN DWAN HOWELL MEMBER 0.10 X 0 0 0 ANGELA LIU MEMBER 0.10 X 0 0 0 GARY M LONDON MEMBER 0.10 X 0 0 0 JENNIFER PURYEAR MEMBER 0.10 X 0 0 0 JAMES DIETRICH RENGER MEMBER 0.10 X 0 0 0 JONI LYNN WALSER MEMBER 0.10 X 0 0 0 ANGELA MARIE XENAKIS MEMBER 0.10 X 0 0 0 MATTHER MARVIN EMPLOYEE 20.00 20.00 X 0 114259 25345 0 1011160 204587 0 0 1 0 0 2677283 192288 2677283 373895 373895 121219 114281 6938 6938 6938 OTHER INCOME 900099 1056 1056 1056 3059172 1056 0 380833 4759609 4759609 793088 793088 44770 44770 21288 21288 MISC EXPENSE 3667 3667 5622422 4759609 862813 0 72924 72924 16641908 14437169 2517922 561290 78536476 89808764 82531 99621 97851761 104979768 2588 2264 2588 2264 X 12162615 13176444 85686558 91801060 97849173 104977504 97851761 104979768 X -2563250 10199305 -507724 X X 0 1 X 1 0 X 3024940 7052866 5433584 3662555 2677283 21851228 911388 874736 979988 805410 940420 4511942 3936328 7927602 6413572 4467965 3617703 26363170 4557955 21805215 101329 7561 53363 270869 373895 807017 6916 8164 13706 3949 1056 33791 27203978 0.80150 0.79360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 6,916. 2020 AMOUNT: $ 8,164. 2021 AMOUNT: $ 13,706. 2022 AMOUNT: $ 3,949. 2023 AMOUNT: $ 1,056. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80888974 5231199 9203593 2953375 92370391 83032360 1403337 -988229 2558494 80888974 79062781 3910492 2731020 2671933 83032360 56546922 2182819 22284585 1951545 79062781 56620021 1137746 768761 1979607 56546922 0.06100 0.39500 0.54400 1 0 0 UNC INVESTMENT FUND 89808764 F 89808764 13405809 10199305 940420 11139725 2266084 793088 793088 3059172 5973740 940420 203986 1144406 4829334 793088 793088 5622422 PART V, LINE 4: THE FOUNDATION ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 269 INDIVIDUAL FUNDS ESTABLISHED FOR GENERAL AND EDUCATIONAL PURPOSES. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 203,986. 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 200 E CAMERON AVENUE CHAPEL HILL NC 27514 566001393 501 (C)(3) 4759609 0 SUPPORT FOR THE UNC LAW SCHOOL. PART I, LINE 2: SCHOLARSHIP FUNDS ARE DISBURSED BY THE DIRECTOR OF FINANCIAL AID VIA THE UNIVERSITY FINANCIAL AID SYSTEM; OTHER EXPENSES ARE DISBURSED THROUGH THE UNIVERSITY'S ACCOUNTING SYSTEM AFTER REVIEW BY THE SCHOOL OF LAW FINANCE DEPARTMENT. X 1 0 0 0 0 0 0 0 0 0 0 MARTIN HAL BRINKLEY EX-OFFICIO: DEAN AND SECRETARY/TREAS 0 482570 0 0 0 21 0 45639 0 7936 0 536166 0 0 NICK GOETTSCH ASSOCIATE DEAN FOR ADMINISTRATION 0 163448 0 0 0 0 0 43550 0 18328 0 225326 0 0 CYNTHIA LOWERY ASSISTANT DEAN FOR FINANCE AND ASSIS 0 103480 0 0 0 22500 0 31417 0 7886 0 165283 0 0 PART I, LINE 1A ALL EXPENSES ARE CONDUCTED WITH AN ACCOUNTABILITY PLAN. X 11 192288 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS RECEIVED BY THE FULL FOUNDATION BOARD WITH THE OPPORTUNITY TO COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ANNUALLY SIGN AN ATTESTATION LETTER OF THEIR ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT COMPENSATE ANY EMPLOYEES, ALL ARE EMPLOYEES OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -203,986. RESTRICTED PURPOSE FUNDS TRANSFERRED OUT -303,738. FORM 990, PART XII, LINE 2C: PER THE AGREEMENT WITH UNC CHAPEL HILL, THE AUDIT COMMITTEE RECEIVES THE REPORT FROM THE INDEPENDENT AUDITOR. UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 200 E CAMERON AVENUE CHAPEL HILL NC 27514 566001393 EDUCATION NC 501(C)(3) LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL O 940420 STAFF SUPPORT DONATED UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL B 4759609 GIFTS TO THE SCHOOL