Who To Call for Help
| Staff | Phone | Email Address |
|---|---|---|
| Erin Delehanty, CPA Foundations Controller | 515-1002 | ecdeleha@ncsu.edu |
| Mike Dickerson, CPA, MBA Director, Information & Accounting Systems | 513-4303 | madicker@ncsu.edu |
| Julie Durway, Office Assistant | 513-4305 | jadurway@ncsu.edu |
| Sherry Ferguson, MBA, Financial Analyst | 515-9790 | slfergus@ncsu.edu |
| Libby George, CPA, Director of Investments | 515-1369 | epgeorge@ncsu.edu |
| Susan Holton, CPA, Special Projects Accountant | 515-7375 | sjholton@ncsu.edu |
| Marly Lee, Executive Assistant | 513-7147 | mplee2@ncsu.edu |
| Chris Lemons, Accountant | 513-7133 | cmlemons@ncsu.edu |
| Deborah Murphy, Accounting Technician | 515-1003 | dlmurphy@ncsu.edu |
| Yolanda Noble, Accountant | 515-1156 | ydnoble@ncsu.edu |
| Falguni Patel, Accountant | 515-1004 | fkpatel@ncsu.edu |
| Sibyl Pedziwiatr, Accounting Technician | 513-0549 | sepedziw@ncsu.edu |
| Michelle Phillips, CIA, Business Systems Analyst | 513-3552 | mpphilli@ncsu.edu |
| Samra Sair, Accountant | 513-7414 | sisair@ncsu.edu |
| Jill Tasaico, CPA, MBA, Senior Director | 515-1001 | jatasaic@ncsu.edu |
| Beth Taylor, Accountant, CPA | 513-1009 | elshimps@ncsu.edu |
| Davan Wattley, Accounting Technician | 513-1014 | dgwattle@ncsu.edu |
| Cheryl Yanik, Accountant, CPA | 515-9106 | cbyanik@ncsu.edu |
WHAT'S YOUR QUESTION?
| Question | Who To Call | University Endowment Fund (If Different) |
|---|---|---|
| Routine Accounting Questions and Customer Service | ||
|
NC Agricultural Foundation, Inc.
| Falguni | |
|
NC State Alumni Association, Inc.
| Yolanda | |
|
NC State Engineering Foundation, Inc.
|
Deborah | |
|
NC State Natural Resources Foundation, Inc.
| Deborah | |
|
NC State University Foundation, Inc.
| Yolanda | |
|
NCSU Physical and Mathematical Sciences Fdn.
| Yolanda | |
|
NC Tobacco Foundation, Inc.
| Falguni | |
|
NC Veterinary Medical Foundation, Inc.
| Yolanda | |
|
University Endowment Fund
|
Susan/Samra
|
|
| Audit Reports | Beth/Jill |
Susan/Samra
|
| Board Meeting Materials | Susan | |
|
Building-to-endowment funds (BTE's) | Deborah/Falguni |
Susan/Samra
|
| Check Requests - routine/special | Davan/Yolanda/Deborah | |
| Deposits | Sibyl/Yolanda | |
| Endowment Agreements | Chris |
Susan
|
| Endowment Spending Budgets | Sherry |
Susan
|
| Exemption or Exceptions to the Spending Policies | Sherry |
Susan
|
| Foundation Reports |
Sherry/Mike
| |
| General Fund Budgets |
Sherry/Mike
| |
| Gifts of Stock |
Libby/Beth
| |
| Investment Performance Returns |
Libby/Cheryl/Jill
| |
| LLC's and Corporations | Beth/Jill | |
| New Fund Setup |
Davan/Sibyl/Falguni
| |
| Other Income |
Sibyl/Falguni
| |
| Personal Mileage Reports |
Marly
| |
| Planned Gifts/Charitable Trusts |
Cheryl/Chris
|
Susan
|
| Sales & Use Tax |
Davan/Chris
| |
| Specialized Service Requests |
Mike/Jill
|
Susan
|
| Stewardship Information |
Sherry/Mike
|
Susan
|
| Tax Issues Affecting Foundations |
Cheryl/Jill
| |
| Taxable Awards to Employees |
Deborah/Yolanda/Chris
| |
| Training |
Mike/Susan
| |
| Transfers of Revenue/Expense between Entities |
Deborah/Falguni
| |
| WOLF Reports |
Sherry/Mike
|
Susan/Samra
|
