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EIN 58-2005976

The University of North Carolina at Greensboro Investment Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Greensboro
State
North Carolina
Year formed
1992
Most recent tax filings
2023-06-01
NTEE code, primary
B11: Education Single Organization Support
Description
The University of North Carolina at Greensboro Investment Fund accepts the transfer of assets from the UNCG Endowment Fund and affiliated foundations, benefiting the university, and manages their investment. The investments made for related entity endowments aim to benefit UNCG. For the fiscal year, the investment gain was 9.10%. Endowment spending is based on a three-year average and is used for scholarships, professorships, and departmental spending. Distributions were made accordingly.
Total revenues
$11,465,443
2023
Total expenses
$17,783,587
2023
Total assets
$392,897,621
2023
Num. employees
0
2023

Program areas at The University of North Carolina at Greensboro Investment Fund

Benefit uncg by making investments for related entity endowments. Investment gain was 9.10% for The fiscal year. Endowment spending is based on a three year average and is used for scholarships, professorships, and departmental spending. Distributions were: uncg endowment $8,105,985uncg excellence foundation 7,406,651uncg campus ministries 32,087

Who funds The University of North Carolina at Greensboro Investment Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Ernst & Young FoundationGeneral Support$6,898

Personnel at The University of North Carolina at Greensboro Investment Fund

NameTitleCompensation
Robert J SheaTreasurer$0
Charles KingPresident$0
Lauren CoxPast Outgoing Treasurer / Assistant Treasurer$0
Bob SheaPast Incoming Treasurer$0
Charles LefflerPast Treasurer$0
...and 6 more key personnel

Financials for The University of North Carolina at Greensboro Investment Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$1,701,632
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$4,331,334
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$5,432,477
Total revenues$11,465,443

Form 990s for The University of North Carolina at Greensboro Investment Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-02-23990View PDF
2022-062022-11-15990View PDF
2021-062021-11-12990View PDF
2020-062021-02-19990View PDF
2019-062020-01-27990View PDF
...and 9 more Form 990s

Organizations like The University of North Carolina at Greensboro Investment Fund

OrganizationLocationRevenue
SC Health SciencesLivonia, MI$5,876,752
Highbridge Facilities LLCBronx, NY$3,177,474
Augusta University FoundationAugusta, GA$13,924,556
State Center Community College FoundationFresno, CA$3,550,890
Downtown College Prep FoundationSan Jose, CA$3,555,875
VMC Indemnity CompanyBurlington, VT$10,264,099
Arkansas Tech University FoundationRussellville, AR$15,233,363
Florida Southwestern State College Financing CorporationFort Myers, FL$12,316,066
Foundation for Abington School DistrictAbington, PA$3,470,008
University of Mississippi Educational Building CorporationUniversity, MS$9,938,158
Data update history
May 25, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 5, 2023
Updated personnel
Identified 5 new personnel
June 26, 2023
Received grants
Identified 1 new grant, including a grant for $6,898 from Ernst & Young Foundation
Nonprofit Types
School foundationsGrantmaking organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 26170
Greensboro, NC 27402
Metro area
Greensboro-High Point, NC
County
Guilford County, NC
Website URL
sac.uncg.edu/investment-fund/ 
Phone
(336) 334-4079
IRS details
EIN
58-2005976
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Central organization
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