UNC Health Foundation
Legal name: Grover C Dale Md Medical Research Trust C/o Unc Health Foundation Inc
Nonprofit profile at a glance
- EIN
- 311474626
- IRS 990-EZ coverage
- 2011–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2023, Form 990-EZ 2024
- Location
- Chapel Hill, NC, United States
- Phone
- 919-966-1201
- Rating
- 35
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Named Trusts N.E.C.
- Affiliation
- Christianity
Reported finances
- Revenue
- $11,816
- Expenses
- $570
- Assets
- $291,472
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
1 person listed
People named in this filing
- UNC HEALTH FOUNDATION INC (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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. Gift establishing a new RNA biology professorship will support faculty who carry forward his vision of collaboration across campus Walk through the halls of the University of North Carolina’s Genome Sciences Building, and you quickly sense the presence of Bill … Read more []( "MPS Families Find Community at Carolina Baseball Awareness Night") MPS Families Find Community at Carolina Baseball Awareness Night.
What it reported doing in 2024
To distribute funds to the school of medicine of the university of North Carolina to conduct medical projects to be selected by the dean of the medical school.
Operating model
- Revenue model
- Investment-supported. 100% of the money available for current operations came from recurring investment income.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 73
- Sustainability: 91
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 88.9%; rating input score 89; 2nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 95.2%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 511.35; rating input score 100; 100th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -14.9% per year; rating input score 0; 22nd percentile among comparable filings
- Revenue growth: -8.2% per year; rating input score 0; 27th percentile among comparable filings
- Asset growth: 0.7% per year; rating input score 100; 42nd percentile among comparable filings
Details
- What they do: 2 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 9 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.