Who To Call for Help
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Who to call
Who to call | Staff | Phone | Email Address |
|---|---|---|
| Monica Bailey, CPA, Investment Accountant | 515-9106 | monica_bailey@ncsu.edu |
| Debby Coe, Office Assistant | 513-4305 | debby_coe@ncsu.edu |
| Mike Dickerson, CPA, MBA Director, Information & Accounting Systems |
513-4303 | mike_dickerson@ncsu.edu |
| Sherry Ferguson, MBA, Financial Analyst | 515-9790 | sherry_ferguson@ncsu.edu |
| Libby George, CPA, Director of Investments | 515-1369 | libby_george@ncsu.edu |
| Margaret Holder, CPA, Foundations Controller | 515-1002 | margaret_holder@ncsu.edu |
| Susan Holton, CPA, Special Projects Accountant | 515-7375 | susan_holton@ncsu.edu |
| Chris Lemons, Accountant | 513-7133 | chris_lemons@ncsu.edu |
| Deborah Murphy, Accounting Technician | 515-1003 | deborah_murphy@ncsu.edu |
| Yolanda Noble, Accountant | 515-1156 | yolanda_noble@ncsu.edu |
| Falguni Patel, Accountant | 515-1004 | falguni_patel@ncsu.edu |
Sibyl Pedziwiatr, Accounting Technician |
513-0549 | sibyl_pedziwiatr@ncsu.edu |
| Lora Pyryemybida, Accounting Technician | 513-1014 | lora_pyryemybida@ncsu.edu |
| Melanie Rivera , Accountant | 513-1009 | |
| Samra Sair, Accountant | 513-7414 | |
| Marie Talley, Executive Assistant | 513-7147 | |
| Jill Tasaico, CPA, MBA, Senior Director | 515-1001 | jill_tasaico@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 | Margaret | Jill |
| Board Meeting Materials | Susan | |
Building-to-endowment funds (BTE's) |
Deborah/Falguni | Susan/Samra |
| Check Requests - routine/special | Lora/Yolanda | |
| 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/Monica |
|
| Investment Performance Returns | Libby/Jill |
|
| LLC's and Corporations | Melanie | |
| New Fund Setup | Sibyl/Lora/Falguni |
|
| Other Income | Lora/Sibyl/Falguni |
|
| Personal Mileage Reports | Marie |
|
| Planned Gifts/Charitable Trusts | Margaret/Chris |
Susan |
| Sales & Use Tax | Lora/Chris |
|
| Specialized Service Requests | Mike/Margaret |
Susan |
| Stewardship Information | Sherry/Mike |
Susan |
| Tax Issues Affecting Foundations | Margaret/Melanie |
|
| Taxable Awards to Employees | Deborah/Yolanda |
|
| Training | Susan |
|
| Transfers of Revenue/Expense between Entities | DeborahFalguni |
|
| WOLF Reports | Sherry/Mike |
Susan/Samra |