Nonpartisan civic infrastructure
AllCiv·Legis1
·

UNC Management Company INC

Public charity
DBA: % MARGARET HOLDER
Other · CHAPEL HILL, NC · EIN 36-4516257

About

UNC management company's mission is to provide professional asset management services to the university of north carolina system, the university of north carolina at chapel HILL and its other constituent institutions and their affiliated endowment, foundations and entities by maximizing the long-term return on the investment portfolio commensurate with specified risk parameters. Keeping with the highest professional and ethical standards, our objective is to protect and enhance the value of the assets entrusted to us. We strive to establish UNC management company as the preferred provider of investment management services for the university of north carolina, its constituent institutions and affiliates.

In care of Margaret Holder

Donations are tax-deductible
Category
Other
Employees
44
Volunteers
5

Financial Snapshot

FY ending 2023-06-30
Revenue
$23.6M
Expenses
$23.5M
Assets
$57.1M
Liabilities
$25.3M

Financial history

$30.5M$15.3M$0
1617181920212223
RevenueExpenses
Latest FY2023: $23.6M · Peak FY2022: $30.5M · Avg: $20.7M
UNC MANAGEMENT COMPANY INC
Your actions

Address

1400 Environ Way
Chapel HILL, NC, 27517-443

Governance

Voting board members8
Independent members5
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.