Nonprofit · EIN 56-6057494
UNC HEALTH FOUNDATION INC
Tax-exempt · CHAPEL HILL, NC 27516
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $71,635,095 | $58,974,890 | $12,660,205 | $687,650,728 | $3,822,608 | $683,828,120 |
| June 30, 2024 | 990 (amended) | $62,934,826 | $65,312,422 | -$2,377,596 | $629,790,542 | $5,838,306 | $623,952,236 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $60,548,960
- Program service revenue
- $0
- Investment income
- $10,591,600
- Net gain from sales of assets
- $745,320
- Net income from fundraising events
- -$110,364
- Other revenue
- $494,535
Expenses
- Grants and similar amounts paid
- $46,651,704
- Compensation of officers, directors and key employees
- $469,377
- Other salaries and wages
- $4,093,861
- Salaries, compensation and benefits (total)
- $5,915,446
- Professional fundraising fees
- $0
- Legal fees
- $76,527
- Accounting fees
- $80,900
- Occupancy
- $622,699
- Travel
- $89,785
- Depreciation
- $88,049
- Program services (functional)
- $46,651,704
- Management and general (functional)
- $6,136,260
- Fundraising (functional)
- $6,186,926
Balance sheet and other
- Total assets, start of year
- $629,790,542
- Total assets, end of year
- $687,650,728
- Total liabilities, end of year
- $3,822,608
- Net assets, end of year
- $683,828,120
- Land, buildings and equipment
- $191,838
- Publicly traded securities
- $187,785,516
- Net assets without donor restrictions
- $33,407,517
- Net assets with donor restrictions
- $650,420,603
- Gross receipts
- $83,150,582
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1949
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE H NELSON-BERNIER | CHIEF PHILANTHROPY & PRES Trustee or director, Officer | 40 | $484,031 | $108,443 |
| MARTIN ALEXANDER BAUCOM | VP, TRANSFORMATIONAL GIVING Highest-paid employee | 40 | $277,516 | $65,999 |
| KARA RAYNOR | VP FOR PHILANTHROPY Highest-paid employee | 40 | $245,479 | $67,738 |
| ALLISON SMITH | EXEC DIRECTOR, DEVELOPMENT Highest-paid employee | 40 | $218,880 | $62,176 |
| JODI ROBINETTE | VP, DONOR EXPERIENCE Highest-paid employee | 40 | $205,896 | $65,883 |
| ELIZABETH H GALL | AVP FOR PHILANTHROPY Highest-paid employee | 40 | $227,643 | $40,092 |
| JON ANGIER | CFO Officer | 40 | $236,721 | $25,784 |
| DR CAM ENARSON MBA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR FRED M DULA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JOHN A KIRKLAND JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR STEPHANIE DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR TERRI PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BLAIR SHWEDO JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BOB WINSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BRYAN LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
26 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MR BUZZ HEIDT | DIRECTOR - TREASURER Trustee or director, Officer | 1 | $0 |
| MR DANIEL DUFFY | DIRECTOR Trustee or director | 1 | $0 |
| MR E HOOPER HARDISON JR | DIRECTOR Trustee or director | 1 | $0 |
| MR ED MCMAHAN | DIRECTOR Trustee or director | 1 | $0 |
| MR EDWARD HOLMES | DIRECTOR Trustee or director | 1 | $0 |
| MR GRAY REED | DIRECTOR Trustee or director | 1 | $0 |
| MR J CARLTON SHOWALTER | DIRECTOR Trustee or director | 1 | $0 |
| MR KENT INSLEY | DIRECTOR Trustee or director | 1 | $0 |
| MR KYLE MACEMORE | DIRECTOR Trustee or director | 1 | $0 |
| MR MICHAEL ANDREASEN | DIRECTOR Trustee or director | 1 | $0 |
| MR RICHARD H MOORE | DIRECTOR Trustee or director | 1 | $0 |
| MR RONALD A BATCHELOR | DIRECTOR Trustee or director | 1 | $0 |
| MR SAM SIMPSON | DIRECTOR Trustee or director | 1 | $0 |
| MR STEVE SKOLSKY | DIRECTOR Trustee or director | 1 | $0 |
| MR VICTOR KATS | DIRECTOR Trustee or director | 1 | $0 |
| MR WELFORD TABOR | DIRECTOR Trustee or director | 1 | $0 |
| MR WESLEY BURKS | DIRECTOR Trustee or director | 1 | $0 |
| MR WESLEY FOWLER | DIRECTOR Trustee or director | 1 | $0 |
| MS BILLIE STALLINGS | DIRECTOR Trustee or director | 1 | $0 |
| MS JANET HADAR | DIRECTOR Trustee or director | 1 | $0 |
| MS JOYCE POPE | DIRECTOR Trustee or director | 1 | $0 |
| MS KAREN ALBRITTON | DIRECTOR - BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| MS MACHELLE SANDERS | DIRECTOR Trustee or director | 1 | $0 |
| MS MARGARET DE ST AUBIN | DIRECTOR Trustee or director | 1 | $0 |
| MS MELISSA DANIELS | DIRECTOR Trustee or director | 1 | $0 |
| MS SHAWNA CANNON LEMON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 41 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE H NELSON-BERNIER | CHIEF PHILANTHROPY & PRES Trustee or director, Officer | 40 | $436,654 | $66,487 |
| MARTIN ALEXANDER BAUCOM | VP, TRANSFORMATIONAL GIVING Highest-paid employee | 40 | $249,674 | $41,970 |
| ELIZABETH H GALL | AVP FOR PHILANTHROPY Highest-paid employee | 40 | $209,926 | $36,420 |
| ROBERT MATTHEW CAIN | SNR EX DIR DEVELOP Highest-paid employee | 40 | $178,500 | $32,032 |
| KARA RAYNOR | VP FOR PHILANTHROPY Highest-paid employee | 40 | $176,500 | $31,776 |
| AIME C MITCHELL | EX DIR OPERATIONS Highest-paid employee | 40 | $173,435 | $31,325 |
| JON ANGIER | CFO Officer | 40 | $82,872 | $7,825 |
| DR CAM ENARSON MBA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR FRED M DULA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JOHN A KIRKLAND JR | DIRECTOR - BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR LISA GILLESPIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR STEPHANIE DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR TERRI PHILLIPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR WESLEY BURKS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR WESLEY C FOWLER JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BOB WINSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BRYAN LEWIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR BUZZ HEIDT | DIRECTOR - TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MR D RUSSELL HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR DANIEL DUFFY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR E HOOPER HARDISON JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR ED MCMAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR EDWARD HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR GRAY REED | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR J CARLTON SHOWALTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR MICHAEL ANDREASEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR RICHARD H MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR RONALD A BATCHELOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR SAM SIMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR STEVE SKOLSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR VICTOR KATS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MR WELFORD TABOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS ANNE POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS BILLIE STALLINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS JANET HADAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS JOYCE POPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS KAREN ALBRITTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS MACHELLE SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS MARGARET DE ST AUBIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS MELISSA DANIELS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MS SHAWNA CANNON LEMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 123 W FRANKLIN ST STE 510, CHAPEL HILL, NC 27516-2684
- In care of
- % LEE A WAGNER
- Principal officer (990 for 2024)
- JON ANGIER, 123 W FRANKLIN ST, STE CHAPEL HILL, NC 27516
- Signed the 990
- JON ANGIER, CHIEF FINANCIAL OFFICER
- Phone
- (919) 966-1201
- Website
- WWW.UNCHEALTHFOUNDATION.ORG
- Return prepared by
- KPMG LLP
Mission
AT UNC HEALTH FOUNDATION, WE INSPIRE PHILANTHROPIC SUPPORT FOR UNC HEALTH AND UNC SCHOOL OF MEDICINE THAT TRANSFORMS HEALTHCARE AND PROVIDES HOPE TO THE PEOPLE OF NORTH CAROLINA AND COMMUNITIES AROUND THE WORLD.
Program accomplishments
- ORIGINALLY CHARTERED IN 1949 AS THE MEDICAL FOUNDATION OF NORTH CAROLINA, INC., UNC HEALTH FOUNDATION FOSTERS PHILANTHROPIC SUPPORT OF CLINICAL CARE, RESEARCH AND EDUCATION FOR AREAS ACROSS UNC HEALTH, INCLUDING UNC LINEBERGER COMPREHENSIVE CANCER CENTER, UNC CHILDREN'S, THE UNC SCHOOL OF MEDICINE AND MANY OTHER DIVISIONS, CENTERS AND INSTITUTES.AT UNC HEALTH FOUNDATION, WE WORK DILIGENTLY FOR THE MEDICALPROFESSIONALS AND HEALTH CARE PROVIDERS WHO IMPROVE HEALTH FOR ALL. WE POWER PHILANTHROPY TO SUPPORT THE HIGHEST QUALITY CLINICAL CARE, LIFE-CHANGING RESEARCH AND INNOVATIVE EDUCATION AT HOME AND AROUND THE WORLD.IN THE PAST FISCAL YEAR, THE FOUNDATION RECEIVED MORE THAN 32,000 GIFTS FROM OVER 14,000 DONORS. CULTIVATION AND STEWARDSHIP PROGRAMS ACROSS THE FOUNDATION INCLUDE RECOGNITION SOCIETIES, DONOR WALLS, ANNUAL REPORTS AND ENDOWMENT IMPACT REPORTS. THE DEVELOPMENT STAFF PERSONALLY ENGAGED WITH DONORS THROUGH PHONE CALLS AND VISITS, ALSO CULTIVATING RELATIONSHIPS THROUGH OUTREACH PROGRAMS AND EVENTS, BOTH ON AND OFF CAMPUS.THE UNC HEALTH FOUNDATION MANAGES OVER 1,800 FUNDS, COMPRISED OF ENDOWED, RESTRICTED AND UNRESTRICTED ACCOUNTS. THESE FUNDS SUPPORT THE EXISTING AND EMERGING NEEDS OF UNC HEALTH: RESEARCH, PATIENT CARE AND FAMILY SUPPORT, AND SCHOLARSHIPS.THE PHYSICIANS, SCIENTISTS AND RESEARCHERS AT UNC HEALTH CONSTANTLY STRIVE TO DISCOVER BETTER WAYS TO CARE FOR PATIENTS THROUGH PREVENTING AND TREATING DISEASE. THE FUNDS RAISED BY UNC HEALTH ARE ESSENTIAL TO THE CONTINUED SUCCESS AND PROJECTED NEED FOR BETTER ACCESS TO CARE, BETTER TREATMENTS AND BETTER OUTCOMES.Expenses $46,651,704 · grants $46,651,704 · revenue $604,899
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6057494
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $687,650,728
- Income (IRS master file)
- $83,150,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $71,635,095 | $58,974,890 | $687,650,728 | IRS |
| 990 | June 2024 | $62,934,826 | $65,312,422 | $629,790,542 | XML |
| 990 | June 2023 | $57,795,670 | $59,596,819 | $578,700,034 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6057494).
Questions about UNC HEALTH FOUNDATION INC
- What is the EIN of UNC HEALTH FOUNDATION INC?
- The employer identification number (EIN) of UNC HEALTH FOUNDATION INC is 56-6057494.
- Is UNC HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to UNC HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNC HEALTH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNC HEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNC HEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNC HEALTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JON ANGIER.
- Who are the officers and directors of UNC HEALTH FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 41 people; 7 received compensation from the organization, the highest $484,031 (LESLIE H NELSON-BERNIER, CHIEF PHILANTHROPY & PRES).
- How much revenue does UNC HEALTH FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $71,635,095, expenses of $58,974,890 and total assets of $687,650,728 at year end.
Other nonprofits in CHAPEL HILL
- KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION EIN 56-0771850 · last filed 990 for 2025
- PROJECT KITTY HAWK INC EIN 87-3871908 · last filed 990 for 2025
- UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION EIN 56-1150509 · last filed 990 for 2025
- EDUCATION FOUNDATION SCHOLARSHIP ENDOWMENT TRUST EIN 56-6094839 · last filed 990 for 2025
- UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC EIN 59-1711424 · last filed 990 for 2025
- MOREHEAD CAIN FOUNDATION EIN 56-0599225 · last filed 990-PF for 2025
- GENERAL ALUMNI ASSOC EIN 56-6000469 · last filed 990 for 2025
- SCHOOL OF GOVERNMENT SERVICES EIN 85-0992406 · last filed 990 for 2025