EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST
450 SKIPPER BOWLES DRIVE, CHAPEL HILL, NC 27599 www.ramsclub.com

Total Revenue
$17,928,472
Total Expenses
$11,748,217
Net Assets
$284,218,738

Organizations Filed Purposes: THE TRUST WAS ORGANIZED AND AT ALL TIMES HAS AND SHALL CONTINUE TO BE OPERATED EXCLUSIVELY FOR THE PURPOSE OF MAKING DISTRIBUTIONS TO THE EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") FOR USE BY THE FOUNDATION IN AWARDING SCHOLARSHIPS TO STUDENT-ATHLETES ATTENDING THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.

THE TRUST OPERATES SOLELY TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL IN PROVIDING FINANCIAL ASSISTANCE TO STUDENTS AT THE UNIVERSITY.

DISTRIBUTIONS FROM THE SCHOLARSHIP TRUST ARE FORWARDED TO THE EDUCATIONAL FOUNDATION, INC. IN ITS CAPACITY AS AGENT FOR THE TRUST. THE FOUNDATION THEN FORWARDS THESE DISTRIBUTIONS DIRECTLY TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL TO PROVIDE FINANCIAL ASSISTANCE TO OVER 400 STUDENT-ATHLETES AT THE UNIVERSITY.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Frank BrennerINVESTMENTS COMMITTEE MEMBER0$0
Munroe CobeyINVESTMENTS COMMITTEE MEMBER0$0
Dwight StoneINVESTMENT COMMITTEE MEMBER0$0
Chris SmithINVESTMENT COMMITTEE MEMBER0$0
Ken WilliamsINVESTMENT COMMITTEE MEMBER0$0
Matt TerrellCHIEF STRATEGY & COMM OFFICER0$0
Dawn McphersonCHIEF OPERATING OFFICER0$0
Diane AldridgeCFO & GENERAL COUNSEL0$0
John MontgomeryEXECUTIVE DIRECTOR0$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202101279349303015_public.xml