Return of Organization Exempt From Income Tax

Form ;J9O "

DeperbnmtolqaT'maury Iniwned Rwmua . .l 9

A For the 2001

B

Che~d al,plicsole, mdms :Mng. Ne.

=~arlge Fl~

A~dacl =.W~ W. Appl%lon

Under section 5011c), 527, or <9a7(a)(1) of the Internal Revenue Code (except black loop benefit trust or private foundation) " The organization may have to use a copy of this return 1o satisfy state reporting requirements

laiwear oerlodheolnnino

JUL

1.

2002

and endlna

Pl . C Name of organization u..IFts HE UNIVERSITY OF NORTH CAROLINA AT law or P,~,o, HAPEL HILL PUBLIC HEALTH FOUNDATION

0 Section 501(c)(3) organizations and 0907(a)(1) no must attach a completed Schedule A (Form 990 or

2

3 4 5 6 a D s 7

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8 a

9

o

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Llj

RooMSUite

56-1717285

ETelephone number

(919)966-7676

F ksantrormmaa U can U Acwr

H end I era not applicable to section 527 organizations N(a) Is this a group return for affiliates? Yes No H(C) If 'Yes,* enter number of affiliates

L Gross receipts Add lines 6b . 8b . 9b . and 70b to line 12 10,

c D

200

INC

~B7400I

K Check here " U d the organisation's gross receipts era normally not more than $25,000 The organization need not file a return with tie IRS, but it the organization received a Form 990 Package in tie mail, it should file a return without financial data Same states require a complete return

a b

30,

0 Employer Identification number

V°° Number and street (or P 0 box d mail is not delivered to street address) s~n-138 ROSENAU HALL In "OVP City or town, state or country, and ZIP + 4 uons

1A

1

JUN

Contributions, gets, gents, and similar amounts received Direct public support Indirect public support

0 Yes ~ No

H(d) Is this a separate return filed by an or-

M

1e 1b 1c

Government contributions (grants) Total (add lines 1a through lc) (cash f 1,298,130 . noncash E Program service revenue including government tees and contacts (from Part VII, line 93) Membership dues and assessments Interest on savings and temporary cash investments Dividends and interest tram securities Gross rents Ba Less rental expenses 6h Net rental income or (loss) (subtract line 6b from line 6a) Other investment income (describe Gross amount from sale of assets other ( A) Securities 171 300 . than inventory Less cost or other basis and sales expenses Gain or (loss) (attach schedule) 171 , 300 . STMT 1 Net pain or (loss) (combine line 8c, columns (A) and (B)) Special events and activities (attach schedule) Gross revenue (not including $ of contributions reported on line 1a) Less direct expenses other than fundraising expenses Net Income or (loss) from special events (subtract line 9b from line 9a)

N/A

H(c) Are all affiliates incWdedP (if 'No.' attach a list )

8a Bh 8c

Check " LJ A tie organization Is not required to attach

1 , 298 , 130 .1s 2

1 , 298 , 130 .

3 4

s

B Other

Ba 9h

c 10 a Gross sales of inventory, less returns and allowances 10a 6 Less cost of goods sold tOG t Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a) 11 Other revenue (tram Part VII, line 103)

121 , 414 .

'6c 7

ea171

300 .

9c 10e

44, column (B)) 4m,-Qne 44, column (C))

Y mN

1 BI Excess~(~efint),~Dr t11~Aar (subtract line 17 from line 12) laneesaTbp ning of year (from line 73, column (A)) 19 LNet s~sets or fiYd Otft6r a n p e h net asses 20 c s in or fund balances (attach explanation)

21

oi~xz°-'oa

Net assets or fund balances at end of year combine lines 18, 19, and 20 LHA For Paperwork Reduction Act Notice, see the separate instructions

15491104 783398 27350

SEE STATEMENT 2 1

Farm 990 (2002

2002 .06030 THE UNIVERSITY OF NORTH CAR 27350_2 ~

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC 56-1717285 Statement O All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3) Page p Functional Expenses and (4) organizations and section 4947(a)(7) nonexempt charitable trusts but optional tar others Do not include amounts reported on line (B) Program (A) Total (D) Fundraising 668b 96 106or16olPertl services (~~anCaeneral~ 22 Gents and allocations (attach schedule) , , mh s 344,069 . n,noe  f 22 344 069 . 344 069 . TATEMENT 4, ` 23 Specific assistance to individuals (attach schedule) 23 24 Benefits paid to or for members (attach schedule) 24 0. 0. 25 Compensation of officers, directors, etc 25 0. 0. 26 Other salaries and wages 26 27 Pension plan contributions 27 28 Other employee benefits 28 29 Payroll taxes 29 30 Professional fundraising fees 30 9 , 650 . 9 1 650 . 31 Accounting fees 31 32 Legal fees 32 33 Supplies 33 3 , 281 . 2 , 250 . 1 r 031 . 34 Telephone 34 35 Postage and shipping 35 51 . 51 . 70 , 935 . 70 935 . 36 Occupancy 38 F 37 Equipment rental and maintenance 37 887 . 887 . 38 Printing andpublications 38 39 Travel 39 10 , 489 . 118 . 40 Conferences,conventions,andmeetings 40 8 , 097 . 2 , 274 . 41 Interest 01 1 667 . 42 Depreciation, depletion, etc (attach schedule) _L2_ 1 667 . 43 Other expenses not covered above (Remrse) a MISCELLANEOUS SERVICES 43a 14 , 3 00 . 10 , 497 . 3 , 803 . n MEMBERSHIP DUES asb 958 . 958 . DEVELOPMENT ASSESSMENT ~a3cl 50,824 .1 50,824 . d 430 e 43e Joint Costs Check " U A you are following SOP 98-2

Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program serv¢es9 It Yes ; enter (I) the aggregate amount of these point costs S , (II) the amount allocated to Program services $

What istnaorqanlu6an'sprimary exempt purpose? "

SEE STATEMENT 3

NI orpenlzetlonf host Deal W their exempt purpose rlilaverianb in a devvia condx rtanns State tie num0> of climb wna0, publications IpuaU a0c. DID ecTlftarqnb Mat" rot mesfwa016 (section 501(cpNE (<) oTnIi"Gona and < W7(qYl) nme
" E] Yes DO No

Service

a THE ORGANIZATION PROVIDES FUNDS FOR RESEARCH PERFORMED IN 7

b

c

d

and

of-zs m 15491104

783398 27350

Forth 990 (2002) 2 2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

Form 990(2G02) _

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC

Page 3

56-1717285

Part IV Balance Sheets Note

lAI

Wham requved, attached schedules and amounts within the description column should be for end-of-year amounts only 45 16

48

47 a Accounts receivable D Less allowance for doubtful accounts

2,125,035

h Less allowance for doubtful accounts

N m

50

flecervables tram officers, directors, trustees,

1 , 441 , 068 . 48e1 669 283 . 49

50

and key employees 51 a Other notes and loans receivable

Ste

6 Less allowance for doubtful accounts 52

Inventories for sale or use

53

Prepaid expenses and deferred charges

54

Investments -secuntles

55a

1 , 933 , 717 ._

35 , 052 . a7e

48 a Pledges receivable Grants receivable

End of year

1 278 306 . 45

Cash - non-interest-bearing Savings and temporary cash investments

69

IBI

Beginning of year

52

111" 0 Cost

Investments - land . buildings, and

0 FMV

6 , 402 . s3

13 , 060 .

64, 792 .1 sic 1

63,125 .

54

equipment basis

b Less accumulated depreciation Investments - other 57 a Land, buildings, and equipment basis b Less accumulated depreciation

N

0 a

56

SE

58

Other assets (describe No- ACCRUED INVE

60

Accounts payable and accrued expenses

61 62 63 60 a D 65

` ,°~ H `a =

9 .556 .796 .1 ent

Gents payable Deferred revenue Loans from officers, directors, trustees, and key employees Tax-exempt bond liabilities Mortgages and other notes payable Other liabilities (describe "

ss

Total liabilities aaalines sathroug h ss

e7 68 69

Unrestricted Temporarily restricted Permanently restricted

Organizations that follow SFAS 117, check sera 1 69 and lines 73 and 74

m aB

NT 5 65,000 . 1,875 .

D and complete lines 67 through

Organizations that do not follow SFAS 117, check here ~ ~ and complete lines 70 through 74 70 Capital stock, trust principal, or current funds 71 Paid-in or capital surplus, or land, building, and equipment fund 72 Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balance : (add lines 67 through 69 or lines 70 through 72, 73

1U

:i 6 6 .

60

61 62 63 64a 64b 65

)

10 , 366 . sa 1 , 047 , 735 . 67 ~ 4 958 273 . 68 3,540 422 . 69

10

`J

U!) / .

9 857 . 1 , 731 , 325 . 4 , 890 , 307 . 3 , 928 , 907 .

70 71 72 H

9 546 430 . 73 10 550 539 . column (n)must equal line 19,column (e)must equal line 21) 70 Total liabilities andnetassets /fund balances (adalines 66ano73) 10 560 396 . 9 , 556 , 796 . 1 74 Forth 990 is available for public Inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public

perceives an organization in such roses may be determined by the information presented on it return Therefore please make sure the return is complete and actuate and fully descnbes, in Part 111, tie organization s programs and accomplishments

zzaozi of-u ro

15491104 783398 27350

3 2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC Form990 ) 56-1717285 Pa g e a Pmt tReconciliation Pert IV-B Reconciliation of Expenses per Audited h1112 of Revenue per Audited Financial Statements with Revenue per Financial Statements with Expenses per Return Return a Total revenue, gains, and other support a Total expenses and losses per IN. a 1533 ;520 . 529T 411 . peraudited financial statements audited financial statements " ~a h Amounts included on line a but not on , , 0 Amounts included on line a but not on line 17 , Forth 990 , line 12, Form 990 (1) Donated services (i) Netunrealized gains and use of facilities f 22,300 . -79, 624 . ~ ~ on investments (2) Prior year adjustments $ (2) Donated services and use of facilities (3) Recoveries of prior year grants (4) Other (specify)

a d

reported on line 20, Form 990 (3) Losses reported on line 20, Form 990

22, 300 .

$ S

$ Add amounts on lines (1) through (A) Unesminus line 6 Amounts included on line 12, Form 990 Out not on line a

(7) Investment expenses not included on line 6b, Forth 990 $ (2) Other (specify)

" D " e

1

-57,324 . 590 , 844 .

, o-

~ ~

c d

$ S

s Add amounts on lines (1) through (A) Line aminus line b Amounts included on line 17, Form 990 but not on line a

(1) Investment expenses not included on line 6b, Form 990 (2) Other (specify)

" h " c

22 507

' 300 . 111 . `

S

`

S 0 . Add amounts on lines (1 ) and (2) " d Ado amounts on lines (1 ) and (2) " d ~0 . e Total revenue per line 12, Forth 990 a Total expenses per line 17, form 990 Iinecplus line O " e 1 , 590 , 844 . lineeplus line d " e 507 111 . Part V List of Officers, Directors, Trustees, and Key Employees (List each one even n not compensated ) (B) Title and average hours C) Compensation (D~co~moueov m (E) Expense per week devoted to 'll not p I , enter P,°°fid,° ` account and (A) Name and address -~osdion ~,m no other allowances --------------------------------SEE

STATEMENT

6

0 .

0 .

0.

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------75

Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organisations, of which more than E10,000 was prowled by the related orpanizaBOns9 It Yes,' attach schedule 1 [:J Yes M No

223031 01 22-03

Forth 990 (2002)

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION INC

Form 990(2002) -

76 77

Did the organization engage in any activity not previously reported to the IRS If Yes ; attach a detailed description of each activity Were any changes made in the organizing or governing documents but not reported to the IRS ? 11 Yes ; attach a conformed copy of the changes

76

78 a b 79

Did the organization have unrelated business gross income of E7,000 or more dunng the year covered by this return? If 'Yes .* has it filed a tax return on Form 990-T for this yeah Was there a liquidation, dissolution . termination, or substantial contraction dunng the year? It 'Yes,'attach a statement

78a , 78U

N/A

NBA

NBA

d Section 162(e) lobbying and political expenditures 85d N/A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices N/A 650 N/A f Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f p Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? N/A Ir If section 6033(e)(1)(A) dues notices were sent, does the organlration agree to add tie amount on line BSf to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax yeah N/A N/A BB 501(c)(n organizations Enter a Initiation tees and capital contributions included on line 12 B6a line for facilities b Gross receipts, included on 12, public use o1 club B6b N/A N/A 87 501(c)(12) organizations Enter a Gross income from members or shareholders 87a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) 87G NBA BB At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 3017701-2 and 3017701-37 II Yes,' complete Part IX 89 a 501(c)(3) organizations Enter Amount of tax imposed an the organization during the year under section 4911 . 0 . section 4912 . 0 . , section 4955 . 0 . D 501(c)(3) end 501(c)(4) organizations Did the organization engage in any section 4958 excess benefit

d 90 a b Number of employees employed in the pay period that includes March 12, 2002 91 Tnebooks aremcare ol " MARGARET DARDESS LocatedatIO'

171B

ROSENAU

HALL,

CB

X

~ 1,X

BZa

b If 'Yes : Old the organization Include with every solicitation an express statement that such contributions or gifts were not tax deductible? N/A 85 501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members N/A D Did the organization make only in-house lobbying expenditures of $2,000 or less N/A It Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless tie organization received a xzrver for proxy tax owed for the poor year NBA e Dues, assessments, and similar amounts from members &5e

e

, X

79

Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? BOaY ~ 6 II Yes; enter the name of the organization and check whether it is 0 exempt or El nonexempt 81a Enter direct orindirect political expenditures Seeline 87instructions D " 81a D Did the organization file Form 1120-POL for this yeal7 81b , 82 a Did the organization receive donated services or the use of matenals, equipment, or facilities at no carpe or at substantially less than

transaction during the year or did it become aware of an excess benefit transaction from a poor yeah It Yes ; attach a statement explaining each transaction Enter Amount of tax imposed an the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 Enter Amount of tax on line 89c, above, reimbursed by the organization NONE List tie states with which a copy of this return is filed "

X X

77

80 a

fair rental values b 11 Yes; you may Indicate the value of these items here Do not include this amount as revenue in Part 1 or as an expense In Part II (See instructions in Part III ) B26 83 a Did tie organization comply with tie public inspection requirements for returns and exemption applications? b Did the organization comply with the disclosure requirements relabnq to quid pro quo contributions? BO a Did the organization solicit any contributions or grits that were not fax deductible?

vanes

56-1717285

X~ X

B3au ~^X , 83b X Boa 64b 85p

" ,

85g &5h

,

w

X

89b . 110.

X 0. 0.

~ 906 TeleDhoneno 0* 919-966-7676

7400

Section 4947(q)(1) nonexempt charitable casts filing Form 990 in lieu of Form 1001-Check here and enter the amount of tax-exempt interest received or accrued dunng the tax veer o;_ ~ 5 15491104 783398 27350 2002 .06030 THE UNIVERSITY

`

0

ZiP+4 . 27599-7400

92

DO. ED NBA Form 990 (2002)

" 1 92 ~

OF

NORTH

CAR

273502

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATIO

Form 990(2002)

Note Enter gross amounts unless otherwise indicated

lAl siness I

93 Program service revenue a b c a e I Medicare/Medicaid payments

~e) Amount

8

Amount

(E) Related or exempt function income

p Fees and contacts from government agencies 94 Membership dues and assessments 95 Interest on savings and temporary cash investments 96 Dividends and interest from securities 97 Net rental income or (loss) tram real estate a debt-financed property b not debt-financed property 98 Net rental income or (loss) from personal property 99 Other investment income 100 Gain or (loss) from sales of assets other than inventory 101 Net income or (lass) from special events 102 Gross profit or (loss) from sales of inventory 103 Other revenue

171,300

a 0 c

a e

104 Subtotal (add columns (8), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E)) Note Line 105 plus line id, Pert l, should equal the

Part 1

Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (Seepage 32 of the instructions ) Line No Explain how each activity for which income is reported In column (E) of Part Vil contributed Importantly to the accomplishment of the organization's exempt purposes (other than by providing funds far such purposes)

gape Name, address, arid'EIN of

of

I

Nature of activities

(a) Did the organization, during the year, receive any funds, directly or indirectl (0) Did the organization . during the year, pay premiums, directly or indirectly, Nato If 'Yes' to ( b ) , /ale Form 8870 and Form 4720 see instructions Please Si gn 0~

Flare

Paid

mneo Vib return, Inducing a under nNile of penury, I ddara net I nma veC~ On~ o~ t~ oR9~IoNamenoTwobDOaOmNI In ~ "~/end~ wmplsu Da~ ct/ J-/N4LAAI~O L.IVJ- ~ / Slbnatu III of officer

PreParers ~( m signature

Preparers F,  ,n ,(or Use Only ;ai~PnY.en, eaaroa and 227161 LP .a m .11 m

Il Dal

L

PAS LACKMAN & SL OO P, D, SUITE '1414 RALEIGH CHAPEL HILL, NC 27517

15491104 783398 27350

2002 .0603

SCHEDULER

Organization Exempt Under Section 501(c)(3)

(Form 990 or 990-EZ)

OMB NO 151}0047

(Except Private Foundation) and Section 501(e), SOt(p, 501/k/, 501(n), or Section 4941(a)(1 ) Nonexempt Charitable Trust Supplementary Information-(See separate instructions .)

DepemrenloliheTmnsvy

in~ rra .,u.s..i .

'OO

10. MUST he completed by the above organizations and attached to their Form 990 or 990-EZ

Name ottnaorganization THE UNIVERSITY OF NORTH CAROLINA AT Employer Identification number CHAPEL HILL PUBLIC HEALTH FOUNDATION INC 56 1717285 Part F Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions List each one It there are none, enter 'None ') (b) Title and average hours (a) Name and address of each employee paid

per we~~de~~teC[o

moretnanS50,000

(c) Compensation

1a

~ »~e~e

(e) Expense

oP,~au d account

NONE

---------------------------------

---------------------------------

---------------------------------

--------------------------------Total number of other employees paid

Compensation of the Five Highest Paid Independent Contractors for Professional Services (b) Type of service

(a) Name and address of each independent contractor paid more than $50,000

(c) Compensation

NONE

--------------------------------------------

--------------------------------------------

--------------------------------------------

--------------------------------------------

Tot31 number 01 others receiving over $50,000 for professional services 577101A7-33~

LHA

01

0

For Paperwork Reduction Act Notice, sea the Instructions for Form 990 and Form 990-E2

15491104 783398 27350

7

Schedule A (Form 990 or 990-EZ) 2002

2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

THE UNIVERSITY OF NORTH CAROLINA AT Schedule A(Fbrm990or990-EZ)2002 CHAPEL HILL PUBLIC HEALTH FOUNDATION Pitt Ill 1

INC

Pape2

56-1717285

Statements About Activities (See papa 2 of the instructions )

Yes

During the year, has the organization attempted to influence national, state, or local legislation including any attempt to influence public opinion on a legislative matter or referendum? 11 Yes,' enter tie total expenses paid or incurred in connection with the lobbying activities 1 E (Must equal amounts online 38, Part VI-A, S or line i of Part VI-B ) Organizations that made an election under section 501(h) by filing Forth 5768 must complete Pad VI-A Other organizations checking

1

No

X

'Yes : must complete Pad VI-B AND attach a statement giving a detailed description of the lobbying activities During the year, has the organization, either direly or Indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such

2

person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary attach a detailed statement explaning the transactions ) a Sale, exchange, or leasing of DropeAyl

Q! the answer to any question is 'Yes,'

a 2a

D Lending of money or other extension of creOR7

I 2h

c Furnishing of gaols, services, of facilities?

I 2e I

uX V

I X

d Payment of compensation (or payment or reimbursement O1 expenses h more than $1,000) a Transfer of any part o1 its income or assets 3 Does the organization make grants for scholarships, telloxshlps, student loans, etc 7 (See Note below ) 0 Do you have a section 403(b) annuity plan for your emptoyees9 Note Attach a statement to explain how the organization determines that individuals or organ¢ebons iecarvfng grants or loans from It in furtherance of it charitable programs 'qualify' to iacene payments SEE STATEMENT p

Reason for Non-Private Foundation Status (See pages 3 through 5 of the instructions)

3 0

X

X

7

The organization Is not a private foundation because it is (Please check any ONE applicable box ) 5

0

A Church, convention of churches . or association of churches Section 170(b)(1)(A)(I)

6

~

A school section 170(D)(1)(A)(n) (Also complete Part V )

8

ID ~

A hospital or a cooperative hospital service organization Section 170(0)(1)(A)(uq A Federal, state, or local government or governmental unit Section 170(0)(1)(A)(v)

10

~

11a

~X

11G 12

D 0

An organisation operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(t)(A)(Iv) (Also complete the Support Schedule in Par[ IV-A ) An organization that normally receNes a substantial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A A community trust Section 170(D)(1)(A)(w) (Also complete the Support Schedule in Part IV-A An organization that normally receives (1) more than 33 1/3Yo of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc , functions -subject to certain exceptions, and (2) no more than 33 lj3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization attar June 30 . 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )

13

El

7

B

~

A medical research organization operated In conjunction with a hospital Section 170(D)(1)(A)(w) Enter the hospital's name, city, and stale 00,

An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (1) lines 5 through 12 above, or (2) section 501 (c)(4), (5), or (6) . if they meet the test of section 509(a)(2) (See section 509(a)(3) ) Provide the following Information about the supported organizations (See page 5 01 tie instructions )

(a) Name(s) of supported organization(s)

(b) Line number from above

Schedule A (Form 990 or 990-EZ) 2002 mm of-nm

15491104 783398 27350

B 2002 .06030 THE UNIVERSITY OF NORTH CAR 27350

THE UNIVERSITY OF NORTH CAROLINA AT Schedule A(FOrm990or990-EZ)2002 CHAPEL HILL PUBLIC HEALTH FOUNDATION INC

56-1717285

Su pport S ch edule ne odolaeeounUng. Note ose the wolrksheeym the mstructo s%or convli ertino from, the accrual to the c, h method of accountin g (or fiscal year

10-1

15

lal 2001

1

1

1,855,455 .1 1,044,369 .1

17

Gross receipts from admissions, merchandise sold or services performed . or furnishing of facilities m any activity that a related to the organization's charitable, elc , purpose

18

Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (lass section 511 taxes) tram businesses acquired by the organization after June 3o,t975 Net income from unrelated business activities not included in line 18 Tax revenues levied /or the organization's benefit and either paid to it or expanded on its behalf

19 ZO 21

159

194 .

Tie value of services or facilities tumtshad to the organization by a governmental unit without charge DO not include the value of services or facilities generally fumtshed to the public without charge Other income Attach a schedule Do net include pain or (loss) from sale otca p ital assets Total otlines 75through 22 Line 23minus line t7 Enter 756ofline 23

pz 23 24 25 26

111) 2000

D

C d

97 , 391 .

lel 1999

(d 1998

194,640

702,683 .

112

148,594 .

942 .

307 582 . 851 2 , 014 , 649 . 1 , 141 , 760 . 2 , 014 , 649 . 1 , 14-1 , 76-0 . 307 582 . 851 20 , 146 . 11 1 418 . 3 076 . 8 Organizations described an lines 10 or 11 a Enter 2% of amount m column (e), line 24 Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1998 through 2001 exceeded tie amount shown in line 26a Do not Ille ihl: list with your return Enter the sum o1 all these excess amounts Total support for section 509(a)(1) test Enter line 24, column (a) 518 ,121 . 19 Add Amounts from column (e) for lines 18 1, 483, 988 . 22 2611 Public support (line 26c minus line 26C total)

277 . 1` 277 . , 513 .

1

Page 3

(a) Total

3,797,147 .

518

121 .

4 , 315 , 268 . 4 , 315 , 268 .

1 28a

861`3 05 .

" 286 " 28c

1 7483 ~, 988 , . 4 315 26 8 .

111- 26a ~ 2 , 002,109 . 2 , 313 , 159 . e " 26e f Public su pp ort p ercenta g e ( line 28a numerator divided b line 28c ( denominator )) 1 261 53 .6041% 27 Organizations described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a'disqualfied person,* prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person' Do net file this list with your return Enter the sum of such amounts for each year N/A (2001) (2000) (1999) (1998) b For any amount included in line 17 that was received tram each person (other than 'disqualified persons, prepare a list for your records to show the name of, and amount received for each year, teal was more than the larger of (1) the amount on line 25 for the year or (2) E5,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not ills this ]]at with your return After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year N/A (2001) (2000) (1999) (1998) e Add Amounts from column (e) for lines 15 16 N/A 17 20 21 . 27e N/A d AGO Line 27a total and line 27o total " 27d e Public support (line 27c total minus line 27d total) " 27e NBA 1 Total support for section 509(a)(2) test Enter amount on line 23, column (e) 1 271 N/A , 'k, ,~ p Public support percentage Pine 27e (numerator) divided by line 27f (denominator)) ~ N/A ~ 1 27

28 Unusual Grants For an organization described in line 10, 11, or 12 that received any unusual gaols during 1998 through 2001, prepare a list for y our, records to show, for each year, tie name of the contributor, the date and amount al the grant, and a brief description of the nature of the grant Do oat file thlt list with your return Do not include these grants in line 15

zsaisi of-n-m 15491104

783398 27350

NONE

%

Schedule nffom,eeoor 9110EZ) 2002 9 2002 .06030 THE UNIVERSITY OF NORTH CAR 27350 2

THE UNIVERSITY OF NORTH CAROLINA AT Schedule n(FOrm990or990-eZ)2002 CHAPEL HILL PUBLIC HEALTH FOUNDATION INC Private School Questionnaire (See page 7 of the instructions ) (To be completed ONLY by schools that checked the box on line 6 in Part IV) Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with tie public dealing with student admissions, programs, and scholarships? Has tie organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration penoA A d has no solicitation program, in a way that makes the policy known

29 30 31

to all parts of the general community it serves? If 'Yes ; please describe, if 'NO' please explain (If you need more space, attach a separate statement

32

33

Yes No 29 30

31

32a 32b 92e 32d

Does the organization discriminate by race in any way with respell to Students' nphts or privileges? Admissions policies? Employment of faculty or administrative staff? Scholarships or other financial assistance? Educational policies Use of facilities?

33a~ 33h 33c 33d 33e 331 33 g 33h

g Athletic programs? n Other extracurricular actrvdies7 II you answered 'Yes' to any of the above, please explain (It you need more space, attach a separate statement

34 a

N/A

a

Does the organization maintain tie following a Records indicating the racial composition of the student body . faculty, and administrative staff? 0 Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis e Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships) D Copies of all material used by the organization or on Rs behalf to solicit contributions? 11 you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement ~

a h e III e f

Paqea

56-1717285

Does tie organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or susDended9 II you answered 'Yes'to either 34a or b, please explain usurp an attached statement 35 Does the organization certify that it has complied with tie applicable requirements of sections 4 01 through 4 OS of Rev Proc 75 .50, 1975-2 C B 587, covering racial nondiscrimination? If 'No,' attach an explanation

34a~ Y , f _346. 1

F

~Y g5' ~ m'',~ `m`[

Schedule A (Form 990 or 990-EZ) 2002

az»>i 01 22 03 15491104

783398 27350

10 2002 .06030 THE UNIVERSITY OF NORTH CAR 27350

2

THE UNIVERSITY OF NORTH CAROLINA AT SchadWeA(Porm990or990-EZ)2002 CHAPEL HILL PUBLIC HEALTH FOUNDATION INC Part VI-A Lobbying Expenditures by Electing Public Charities (see papa 9 of the instructions) (TO be completed ONLY by an eligible organization that filed Form 5768)

Limits on Lobbying Expenditures

56-1717285 Page 5 N/A (o) To be completed for ALL electing organizations

(a)group Affiliated totals

(The term 'expenditures' means amounts paid or incurred )

N/A 38

Total lobbying expenditures to influence public opinion (grassroots lobbying)

38

37 Total lobbying expenditures to influence a legislative body (direct lobbying)

37

38

Total lobbying expenditures (add lines 36 and 37)

38

39

Other exempt purpose expenditures

39

40

Total exempt purpose expenditures (add lines 38 and 39)

40

41

Lobbying nontaxable amount Enter the amount from the following table If lie amount on line 40 Is -

42 63 40

Tie lobbying nontaxable amount I: -

Not wt $50D ODD

ZO% of Me amount on line 40

Me, S.A0000DUtmImrf1000000

3700000PIn 15%altne excmwsf500,000

Over f1000,000butnolwsft500000

X775,OOOplus 10%aline excess wer $1000 ODD

Ovsf1500000Wtno1wsS17000000

5725000plus 3%olNaexcess wr51,500,000

Ovsf17,000000

f1 m0,000

,  '41^ d ~ ,

Grassroots nontaxable amount (enter 25% of line 41)

42

Subtract line 41 from line 38 Enter- A line 41 Is more lean line 38

44

Subtract line 42 from line 36 Enter- A line 4215 more than line 36

Caution

43

1/ there is m amount on efthrlline 43 oillne 44 . you must file Form 4720

4-Year Averaging Period Under Section 507(h)

(Same organizations that made a section 501(h) election do not have to complete all of the five columns below See the instructions for lines 45 through 50 on Page 11 of the instructions)

Lobbying Expenditures During 4-Year Averaging Period Calendar year (a, fiscal year beginning Ink

(a) lo-2002

Iel 2001

W 2000

Idl 1999

(e) Total

45 Lobbying nontaxable 46 Lobbying ceding amount

I

0 .

,

0 .

47 Total lobbying 48 Grassroots nontaxable

0 .

09 Grassroots ceiling amount 50 Grassroots lobbying

Lobbying Activity by

(For reporting only by organizations that did not complete Part VI-A) (See page 11 of the instructions During the year, did the organization attempt to influence national, stale or local legislation, including any attempt 10 Influence public opinion on a legislative matter or referendum, trough the use of a Volunteers D Paid staff or management (Include compensation in expenses reported on lines c through A ) c Media advertisements d Mailings to members, legislators, or the public e Publications. or published or broadcast statements I Grants to other organizations for lobbying purposes p Direct contact with legislators, their naffs, government officials, or a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means I Total lobbying expenditures (Add lines c through h ) It 'Yes'to any of the above also attach a statement giving a detailed description of the lobbying activities

15491104 783398 27350

Yes

No

Amount

X X X X X X X

Schedule A (Form 990 or 990-EZ) 2002

11 2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

THE UNIVERSITY OF NORTH CAROLINA AT Schedule A(FOrm990or990-EZ)2002 CHAPEL HILL PUBLIC HEALTH FOUNDATION

INC

Page 6

56-1717285

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (Seepage 12 of the instructions) Did the reporting organization directly or indirectly engage in any of tie following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations9 Yes Transfers from the reporting organization to a nonchantable exempt organization of 51a(l) (I) Cash a ( II) (II) Other assets

Part VII 51 a

b

Other transactions (I) Sales or exchanges of assets with a noncharRable exempt organization (II) Purchases of assets from a nonchanG0le exempt organization (III) Rental of facilities, equipment. or other assets

b(l) bill) t(ill)

b~vl) c

52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described m section 501(c) of the

15491104 783398 27350

0-

12

X X X X X X

(Iv) Reimbursement arrangements (v) Loans or loan guarantees (vi) Performance of services or membership or fundraising solicitations e Sharing of facilities, equipment mailing lists, other assets, or paid employees d II the answer to any o1 the above is Yes ; complete the following schedule Column (b) should always show the fair market value of the goods . other assets, or services given by the reporting organization If tie organization received less than fair market value in any

Code (other than section 501(c)(3)) or m section 5279

No

ED Yes

X X

[I] No

2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

56-1717285

THE UNIVERSITY OF NORTH CAROLINA AT CHAP FORM 990

GAIN

FROM PUBLICLY TRADED SECURITIES

(LOSS)

STATEMENT

GROSS SALES PRICE

COST OR OTHER BASIS

SECURITIES

171,300 .

0.

0.

171,300 .

TO FORM 990, PART I, LINE 8

171,300 .

0.

0.

171,300 .

DESCRIPTION

FORM 990

EXPENSE OF SALE

1

OTHER CHANGES IN NET ASSETS OR FUND BALANCES

NET GAIN OR (LOSS)

STATEMENT

2

AMOUNT

DESCRIPTION UNREALIZED LOSS ON INVESTMENTS

-79,624 .

TOTAL TO FORM 990,

-79,624 .

PART I,

LINE 20

STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE PART III

FORM 990

STATEMENT

3

EXPLANATION THE ORGANIZATION SUPPORTS THE SCHOOL OF PUBLIC HEALTH AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL .

CLASSIFICATION

DONEE'S NAME

DONEE'S ADDRESS

RESEARCH IN THE FIELD OF PUBLIC HEALTH

UNC SCHOOL OF PUBLIC HEALTH

UNC CHAPEL HILL, NC 27599

TOTAL INCLUDED ON FORM 990,

15491104

STATEMENT

CASH GRANTS AND ALLOCATIONS

FORM 990

783398 27350

PART II,

LINE 22

DONEE'S RELATIONSHIP

4

AMOUNT

NONE

344,069 . 344,069 .

15 STATEMENT S) 1, 2, 3, 4 2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

"THE UNIVERSITY OF NORTH CAROLINA AT CHAP FORM 990

56-1717285

OTHER INVESTMENTS

STATEMENT

DESCRIPTION

VALUATION METHOD

SECURITIES AND OTHER INVESTMENTS

MARKET VALUE

TOTAL TO FORM 990,

PART IV,

LINE 56,

AMOUNT

COLUMN B

NAME AND ADDRESS

TITLE AND ANRG HRS/WK

6,876,271 . 6,876,271 .

PART V - LIST OF OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES

FORM 990

5

STATEMENT

6

EMPLOYEE BEN PLAN EXPENSE CONTRIB ACCOUNT

COMPENSATION

MARK H . MERRILL 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

PRESIDENT .2

0.

0 .

0.

DR . WILLIAM ROPER 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

EXEC . VICE PRESIDENT .2

0.

0.

0 .

CHARLOTTE PARKS 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

EXEC . 15

0.

0.

0 .

MARGARET DARDESS HALL, CB 7400 171B ROSENAU CHAPEL HILL, NC 27599

SECRETARY/TREASURER 9

0.

0.

0 .

DR . MARCIA ANGLE 171E ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

FRED T . BROWN, JR . 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

KELLY B . BROWNING 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

DR . WILLIAM A . DARITY 171H ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0 .

0 .

0.

15491104

783398 27350

DIRECTOR

16 STATEMENT S) 5, 6 2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

56-1717285

" THE UNIVERSITY OF NORTH CAROLINA AT CHAP DR . KOURTNEY JOHNSTON DAVID 171B ROSENAU HALL, CH 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

DR . LEAH DEVLIN 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

DAVID DODSON 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

DR . C . DAVID HARDISON 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

DR . JOAN C . HUNTLEY 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

DR . LISA LAVANGE 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

DAVID C . MC RAR 171H ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

SUSANNE GLEN MOULTON 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

DR . ANNA P . SCHENCK 171B ROSENAU HALL, CH 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

DR . ILENE SIEGLER HALL, CB 7400 171B ROSENAU CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0.

RUSSELL BARNER TOAL 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

DR . ROBERT VERHALEN 171B ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599

DIRECTOR .2

0.

0.

0 .

0.

0.

0 .

0.

0.

0 .

DR . THOMAS K . WONG 171H ROSENAU HALL, CB 7400 CHAPEL HILL, NC 27599 TOTALS INCLUDED ON FORM 990,

15491104 783398 27350

2

PART V

17

STATEMENT S)

2002 .06030 THE UNIVERSITY OF NORTH CAR 273502

6

THE UNIVERSITY OF NORTH CAROLINA AT CHAP SCHEDULE A

EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS PART III, LINE 3

56-1717285 STATEMENT

7

PAYMENTS TO RECIPIENTS ARE DISBURSED ACCORDING TO NEED AND AT THE DISCRETION OF THE DEAN OF THE SCHOOL OF PUBLIC HEALTH .

15491109

783398 27350

18 STATEMENT S) 7 2002 .06030 THE UNIVERSITY OF NORTH CAR 27350 2

UNC School of Public Health Foundation [27350]

56-17 1 7285 FY 07/01/2002-06/30/2003 sorted (1) Category

(2) System Number (3) hate In Service (4) None (5) None

System No

S

Descriptio n

Leasehold Improvements 1 Upfitting expense Subtotal before dispositions Less dispositions and exchanges Net for Leasehold Improvements subtotal before dispositions: Less dispositions and exchanges Grand total

7 1/4(200;1 4 21 52PM

Depreciation Expense Federal

For the Period : 7/1/2002 - 6/30/2003 Date In Ser vice 0520/02

Method/ conve ntio n MSL

MM

Life

Cost a Other Basis

BuaJ Inv %

390-

65,000 00

100 0000

Sec 178/ Bonus

Salvage/ Basis Ad).

Beg Accum Depreciation

Current Depreciation

Ending Accum Depreciation

000 --

000

65,000 00 000 65,000 00

005 000 05-0

20833

1,66667

1, 875 00

000 000 000

20833 000 20833

1,66667

1,87505 000 1,8755-0

65,00000 000

000 000

20833 000

1,66667

65,000 00

000 000

1,87500 000

000

000

20833

1 .66667

1,87560

Page 1 of 1

1,66667