Quarterly Report

Winter 2018 - 2019

Board Giving

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March 4, 2019 $ 79,617 cash

March 4, 2018 $ 61,189 cash

Market Value Gift Value Number of Endowments

December 2018 $11,752,785 $9,288,970 45

December 2017 $11,841,420 $8,775,201 44

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• Total transfers to the endowment this fiscal year - $891,308
• Transfers to board designated unrestricted (included in total transfers) - $687,268
• Quarterly fee for second quarter - $14,547.63 (.50% on first $50M)

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Endowment Update

December 2018 FY 2018-19 FY 2017-18

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Unrestricted: $ 507,333 $ 520,861

Restricted: $ 167,509 $ 146,648

Year to Date Expenditures Comparison

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Program Name Cash Received New Proposals

Submitted

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Teaching Contemporary 1

Mathematics

Tool Replacement 1

NCSAS 2019 1

Students With Need 1

Step Up to STEM 2

NCSSM Morganton 1

Robotics $ 9,000

NCSSM Morganton $ 71,200

Summer Leadership $ 13,975

NCSAS $ 10,000

North Carolina STEM Camp $ 9,000

NC Confucius Classroom $ 5,000

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Total $118,175

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Grant Activity

FY 2018-19