Nonprofit · EIN 56-6086393
UNC-G EXCELLENCE FOUNDATION
Tax-exempt · GREENSBORO, NC 27402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $50,557,948 | $9,027,786 | $41,530,162 | $251,933,560 | $6,381,551 | $245,552,009 |
| June 30, 2024 | 990 (amended) | $4,982,444 | $8,611,112 | -$3,628,668 | $226,098,552 | $6,718,708 | $219,379,844 |
| June 30, 2023 | 990 | $10,802,628 | $9,018,983 | $1,783,645 | $204,278,936 | $5,661,172 | $198,617,764 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,257,562
- Program service revenue
- $0
- Investment income
- $36,106,417
- Net gain from sales of assets
- $33,099,612
- Net income from fundraising events
- $193,969
- Tax-exempt bond proceeds
- $3,006,805
- Other revenue
- $193,969
Expenses
- Grants and similar amounts paid
- $7,692,063
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,975
- Accounting fees
- $22,855
- Depreciation
- $20,320
- Program services (functional)
- $7,692,063
- Management and general (functional)
- $1,335,723
Balance sheet and other
- Total assets, start of year
- $226,098,552
- Total assets, end of year
- $251,933,560
- Total liabilities, end of year
- $6,381,551
- Net assets, end of year
- $245,552,009
- Land, buildings and equipment
- $739,000
- Publicly traded securities
- $11,202,367
- Gross receipts
- $50,595,919
- Employees
- 0
- Volunteers
- 26
- Year formed
- 1966
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT J SHEA JR | TREASURER/EX OFFICIO Officer | 0.1 | $0 | $308,757 | $78,438 |
| BETH FISCHER | PRESIDENT/EX OFFICIO Officer | 2 | $0 | $304,877 | $48,419 |
| GHAZALA BIBI | ASSISTANT TREASURER Officer | 0.1 | $0 | $162,062 | $44,728 |
| BRAD MORTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUSTIN OUTLING | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DELORES DAVIS PAYLOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON CALDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA KNIGHT CARR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAWN CHANEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN CHAPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEVERLY CLEVELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MESHA BAND KEMP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRI MAULTSBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| ERIN MOSELY | DIRECTOR Trustee or director | 1 | $0 |
| ALAN OVERBY | DIRECTOR Trustee or director | 1 | $0 |
| JULIE SHAW | DIRECTOR Trustee or director | 1 | $0 |
| SARAH SHOFFNER | DIRECTOR Trustee or director | 1 | $0 |
| MIKE SMITH | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA SMITH | DIRECTOR Trustee or director | 1 | $0 |
| CARRIE STEWART | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| CATHY TISDALE | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL WALKER | DIRECTOR Trustee or director | 1 | $0 |
| LASCEL WEBLEY JR | DIRECTOR Trustee or director | 1 | $0 |
| GREGORY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID GAILBRETH | DIRECTOR Trustee or director | 1 | $0 |
| MEAGAN JONES | ASSISTANT SECRETARY Officer | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR ROBERT J SHEA JR | TREASURER/EX OFFICIO Trustee or director, Officer | 0.1 | $0 | $300,770 | $73,490 |
| MRS BETH FISCHER | PRESIDENT/EX OFFICIO Trustee or director, Officer | 1 | $0 | $295,581 | $46,775 |
| MR LASCEL WEBLEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR HANK CUNNINGHAM JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS LISA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS MESHA BAND KEMP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR ALAN OVERBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBRA BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA CUMMINGS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN CHAPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS COPELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PHAEDRA GROVE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LINDA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRI MAULTSBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL MCQUEARY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DELORES DAVIS PAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYNN RICE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH SHOFFNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE STEWART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAN WAGENSELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON CALDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEVERLY CLEVELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID GALBRAITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRAD MORTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN OUTLING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAMMILLE TOWNSEND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MR ROBERT J SHEA JR | TREASURER/EX OFFICIO Trustee or director, Officer | 0.1 | $0 | $291,445 | $71,815 |
| MRS BETH FISCHER | PRESIDENT/EX OFFICIO Trustee or director, Officer | 1 | $0 | $285,995 | $45,117 |
| MR BRAD MORTON | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MRS DEBRA TURNER BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS GAY BOWMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR JASON CALDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR PATRICIA A CHAMINGS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR BRYAN CHAPMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR DOUG COPELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR DAVID B CRAFT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR HANK CUNNINGHAM JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR DAVID GALBRAITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS PHAEDRA J GROVE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS LINDA HIGGINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS LISA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS CELIA GORMELDA JOLLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR STEVE ALAN JOYCE JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR KIM LYNN KETCHUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS TERRI MAULTSBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS CHERYL L MCQUEARY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS JENNIFER MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS DOLORES PAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR JUDY PENNY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MRS CAROLYNN JEAN RICE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR SARAH SHOFFNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS CARRIE STEWART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS CAMILLE TOWNSEND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MS JANA WAGENSELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR LASCEL WEBLEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MR GREGORY REYNALD WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26170, GREENSBORO, NC 27402-6170
- In care of
- % ADVANCEMENT SERVICES DEPT
- Principal officer (990 for 2024)
- SCOTT MILMAN, 1201 SPRING GARDEN STREET, GREENSBORO, NC 27412
- Signed the 990
- SCOTT MILMAN, TREASURER
- Phone
- (336) 334-5200
- Return prepared by
- BERNARD ROBINSON & COMPANY LLP
Mission
THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS.
Program accomplishments
- UNCG SCHOLARSHIP, DEPARTMENTAL AND PROFESSORSHIPSExpenses $7,605,791 · grants $7,605,791
- WEATHERSPOON ART MUSEUM COUNCILExpenses $86,272 · grants $86,272
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
- 56-6086393
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $251,933,560
- Income (IRS master file)
- $50,595,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $50,557,948 | $9,027,786 | $251,933,560 | XML |
| 990 | June 2024 | $4,982,444 | $8,611,112 | $226,098,552 | IRS |
| 990 | June 2023 | $10,802,628 | $9,018,983 | $204,278,936 | XML |
| 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 56-6086393).
Questions about UNC-G EXCELLENCE FOUNDATION
- What is the EIN of UNC-G EXCELLENCE FOUNDATION?
- The employer identification number (EIN) of UNC-G EXCELLENCE FOUNDATION is 56-6086393.
- Is UNC-G EXCELLENCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNC-G EXCELLENCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNC-G EXCELLENCE FOUNDATION 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-G EXCELLENCE FOUNDATION 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-G EXCELLENCE FOUNDATION 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-G EXCELLENCE FOUNDATION?
- The 990 for the year ended June 30, 2025 names SCOTT MILMAN.
- Who are the officers and directors of UNC-G EXCELLENCE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does UNC-G EXCELLENCE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $50,557,948, expenses of $9,027,786 and total assets of $251,933,560 at year end.
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