THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN (EIN 52-2204473)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-24
- IRS object ID
- 202422989349300417
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-24T10:24:07-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Fayetteville Street Suite 300 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Golden LEAF Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERICA SMITH | InCareOfNm |
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 2524427474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Winstead Avenue | AddressLine1Txt |
| City | Rocky Mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA SMITH | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 2524427474 | PhoneNum |
| Signature | 2024-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Feinsmith | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 9192781936 | PhoneNum |
| Preparation | 2024-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT T HAMILTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N Winstead Avenue | AddressLine1Txt |
| City | Rocky Mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $212,417,312 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.goldenleaf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | -$1,671,557 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,092,002 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,110,208 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,563,917 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,009,507 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,102,747 | PYOtherRevenueAmt |
| CY Other Revenue | $5,003 | CYOtherRevenueAmt |
| PY Total Revenue | $57,758,666 | PYTotalRevenueAmt |
| CY Total Revenue | $79,124,718 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,181,459 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,711,983 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,992,017 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,412,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,362,059 | PYOtherExpensesAmt |
| CY Other Expenses | $3,344,261 | CYOtherExpensesAmt |
| PY Total Expenses | $63,535,535 | PYTotalExpensesAmt |
| CY Total Expenses | $127,468,546 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,776,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$48,343,828 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,292,166,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,403,937,165 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $214,502,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,570,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,077,663,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,158,366,397 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GOLDEN LEAF'S MISSION IS TO INCREASE ECONOMIC OPPORTUNITY IN NORTH CAROLINA'S RURAL AND TOBACCO-DEPENDENT COMMUNITIES THROUGH LEADERSHIP IN GRANTSMAKING, COLLABORATION, INNOVATION, AND STEWARDSHIP AS AN INDEPENDENT AND PERPETUAL FOUNDATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $123,532,246 | ExpenseAmt |
| Grant | $120,711,983 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE PRIMARY PURPOSE FOR WHICH THIS CORPORATION WAS FORMED IS TO PROMOTE THE SOCIAL WELFARE AND LESSEN THE BURDENS OF GOVERNMENT BY RECEIVING AND DISTRIBUTING FUNDS TO BE USED TO PROVIDE ECONOMIC IMPACT ASSISTANCE TO ECONOMICALLY AFFECTED OR TOBACCO-DEPENDENT REGIONS OF NORTH CAROLINA. IN ACCORDANCE WITH THE CONSENT DECREE AND FINAL JUDGMENT IN STATE OF NORTH CAROLINA V. PHILLIP MORRIS INCORPORATED, ET AL., 98 CVS 14377. ACTIVITIES IN WHICH THE CORPORATION MAY ENGAGE IN THE STATE OF NORTH CAROLINA INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: 1. EDUCATION ASSISTANCE - PROVISION OF FUNDS FOR EDUCATIONAL PROGRAMS FOR TOBACCO FARMERS AND OTHER WORKERS IMPACTED OR PROJECTED TO BE IMPACTED BY THE DECLINE IN DEMAND FOR AND/OR PRODUCTION OF TOBACCO OR TOBACCO PRODUCTS. 2. JOB TRAINING AND EMPLOYMENT ASSISTANCE - PROVISION OF LOANS AND GRANTS, TO BE USED FOR JOB TRAINING AND OTHER EMPLOYMENT-RELATED PROGRAMS TO ORGANIZATIONS ASSISTING TOBACCO FARMERS AND OTHER WORKERS DEPENDENT ON TOBACCO FARMING, PRODUCTION, AND SALES TO TRANSITION TO OTHER SOURCES OF INCOME. 3. SCIENTIFIC RESEARCH - PROVISION OF FUNDING FOR SCIENTIFIC RESEARCH TO DEVELOP NEW USES FOR TOBACCO OR FOR THE DEVELOPMENT OF ALTERNATIVE CASH CROPS. 4. ECONOMIC HARDSHIP ASSISTANCE - PROVISION OF DIRECT GRANTS, LOANS, AND OTHER ASSISTANCE PROGRAMS TO ALLEVIATE ECONOMIC HARDSHIP, POVERTY OR NEED EXPERIENCED BY TOBACCO FARMERS, QUOTA OWNERS, THEIR FAMILIES AND OTHERS AS A RESULT OF DECLINE IN QUOTA AND/OR PRODUCTION OF TOBACCO OR TOBACCO PRODUCTS. 5. PUBLIC WORKS AND INDUSTRIAL RECRUITMENT - PROVISION OF GRANTS AND LOANS TO LOCAL GOVERNMENTS FOR UPGRADING UTILITIES, TRANSPORTATION, AND OTHER PUBLIC SERVICE INFRASTRUCTURE TO ATTRACT NEW BUSINESSES OR FOR MORE GENERAL ECONOMIC DEVELOPMENT PURPOSES. 6. HEALTH AND HUMAN SERVICES - PROVISION OF FUNDING FOR IMPROVED HEALTH CARE AND OTHER SOCIAL SERVICES NEEDED TO MAINTAIN THE STABILITY OF TOBACCO-DEPENDENT COMMUNITIES. 7. COMMUNITY ASSISTANCE - PROVISION OF DIRECT GRANTS AND LOANS TO ECONOMICALLY DEPRESSED AND DETERIORATING TOBACCO-DEPENDENT COMMUNITIES TO BE USED EXCLUSIVELY FOR PUBLIC PURPOSES. | Desc |
| Total Program Service Expenses | $123,532,246 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA SMITH | PersonNm |
| Phone | 2524427474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1Txt |
| City | ROCKY MOUNT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SCOTT T HAMILTON | |||||||
| PRESIDENT/CEO | 40.0 | 0.0 | Yes (X) | $286,506 | $0 | $41,178 | |
| EDWARD P LORD | |||||||
| SVP/GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $200,676 | $0 | $44,537 | |
| ERICA L SMITH | |||||||
| VP OF FINANCE | 40.0 | 0.0 | Yes (X) | $160,967 | $0 | $40,215 | |
| KASEY E GINSBERG | |||||||
| VP/CHIEF OF STAFF | 40.0 | 0.0 | Yes (X) | $158,035 | $0 | $28,219 | |
| JONATHAN P BOYD | |||||||
| VP OF INVESTMENTS | 40.0 | 0.0 | Yes (X) | $141,801 | $0 | $26,671 | |
| TERRI ADOU-DY ENDED 062024 | |||||||
| DIR OF PROGRAMS/PROGRAMS ADMIN | 40.0 | 0.0 | Yes (X) | $129,303 | $0 | $33,460 | |
| ANGELA GAILLIARD | |||||||
| DIRECTOR OF PROGRAMS | 40.0 | 0.0 | Yes (X) | $112,231 | $0 | $33,178 | |
| MARILYN M CHISM | |||||||
| DIRECTOR OF PROGRAMS | 40.0 | 0.0 | Yes (X) | $121,863 | $0 | $13,929 | |
| RANDY ISENHOWER | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,768 | $0 | $0 | Yes (X) | |
| DARRYL MOSS | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,560 | $0 | $0 | Yes (X) | |
| RALPH STRAYHORN III | |||||||
| BOARD CHAIR | 15.0 | 0.0 | Yes (X) | $1,456 | $0 | $0 | Yes (X) |
| THOMAS F TAFT SR | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,352 | $0 | $0 | Yes (X) | |
| S LAWRENCE DAVENPORT | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,248 | $0 | $0 | Yes (X) | |
| DAVID L ROSE | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,248 | $0 | $0 | Yes (X) | |
| BOBBIE J RICHARDSON | |||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | Yes (X) |
| CHARLES P BROWN | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,040 | $0 | $0 | Yes (X) | |
| LAURENCE LILLEY | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,040 | $0 | $0 | Yes (X) | |
| BRIAN RAYNOR | |||||||
| VICE CHAIR | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | Yes (X) |
| JOHNATHAN RHYNE JR | |||||||
| TREASURER/ASST. SECRETARY | 3.0 | 0.0 | Yes (X) | $624 | $0 | $0 | Yes (X) |
| JEROME VICK ENDED 072023 | |||||||
| DIRECTOR | 3.0 | 0.0 | $624 | $0 | $0 | Yes (X) | |
| JEFFREY LEE BEGAN 112023 | |||||||
| DIRECTOR | 3.0 | 0.0 | $208 | $0 | $0 | Yes (X) | |
| BARRY Z DODSON | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| DONALD E FLOW | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BUDDY KELLER | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,325,422 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,387 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SILCHESTER INTERNATIONAL INVESTORS | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MGMT | $544,987 |
| WELLINGTON MANAGEMENT | |||||
| 280 Congress Street | BOSTON | MA | 02110 | INVESTMENT MGMT | $368,953 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | Invest. CONSULTING | $323,058 |
| FOX ROTHSCHILD LLC | |||||
| 230 N ELM STREET SUITE 1200 | GREENSBORO | NC | 27401 | LEGAL SERVICES | $256,424 |
| SIT FIXED INCOME ADVISORS LLC | |||||
| 80 SOUTH 8TH STREET SUITE 3300 | MINNEAPOLIS | MN | 55402 | INVESTMENT MGMT | $108,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $36,502,210 | GovernmentGrantsAmt |
| All Other Contributions | $3,607,998 | AllOtherContributionsAmt |
| Total Contributions | $40,110,208 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,232,757 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,671,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,904,314 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,069,344 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $133,292,594 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,776,750 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,776,750 | TotalRevenueColumnAmt |
| Exclusion | $16,776,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,003 | TotalRevenueColumnAmt |
| Exclusion | $5,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,003 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,124,718 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,671,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,686,067 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,711,983 | TotalAmt |
| Program Services | $120,711,983 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,637,801 | TotalAmt |
| Program Services | $958,817 | ProgramServicesAmt |
| Management And General | $678,984 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,150 | TotalAmt |
| Program Services | $1,065,793 | ProgramServicesAmt |
| Management And General | $153,357 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,262 | TotalAmt |
| Program Services | $104,723 | ProgramServicesAmt |
| Management And General | $15,539 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,044 | TotalAmt |
| Program Services | $197,622 | ProgramServicesAmt |
| Management And General | $47,422 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,045 | TotalAmt |
| Program Services | $139,817 | ProgramServicesAmt |
| Management And General | $50,228 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,935 | TotalAmt |
| Management And General | $280,935 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,646 | TotalAmt |
| Management And General | $100,646 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,146 | TotalAmt |
| Management And General | $1,749,146 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,600 | TotalAmt |
| Program Services | $210,228 | ProgramServicesAmt |
| Management And General | $132,372 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,054 | TotalAmt |
| Program Services | $17,615 | ProgramServicesAmt |
| Management And General | $127,439 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,754 | TotalAmt |
| Management And General | $77,754 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,356 | TotalAmt |
| Program Services | $27,295 | ProgramServicesAmt |
| Management And General | $156,061 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,438 | TotalAmt |
| Management And General | $108,438 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,402 | TotalAmt |
| Program Services | $74,562 | ProgramServicesAmt |
| Management And General | $2,840 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,791 | TotalAmt |
| Program Services | $23,791 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,967 | TotalAmt |
| Management And General | $19,967 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| LINE OF CREDIT FEES | $119,880 | $119,880 |
| BOARD OF DIRECTORS EXPENSES | $52,619 | $52,619 |
| CAPITAL OUTLAYS | $39,238 | $39,238 |
| DUES AND MEMBERSHIPS | $13,891 | $13,891 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,544 | TotalAmt |
| Management And General | $9,544 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,468,546 | TotalAmt |
| Program Services | $123,532,246 | ProgramServicesAmt |
| Management And General | $3,936,300 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,375 | BOYAmt |
| EOY | $368,576 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $227,721 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,886,497 | BOYAmt |
| EOY | $2,476,351 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,821 | BOYAmt |
| EOY | $14,866 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,162 | BOYAmt |
| EOY | $132,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,842,313 | BOYAmt |
| EOY | $583,295,597 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,091,905 | BOYAmt |
| EOY | $817,421,985 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,166,073 | BOYAmt |
| EOY | $1,403,937,165 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,764 | BOYAmt |
| EOY | $230,414 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,293,400 | BOYAmt |
| EOY | $245,340,354 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,502,164 | BOYAmt |
| EOY | $245,570,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,663,909 | BOYAmt |
| EOY | $1,158,366,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,663,909 | BOYAmt |
| EOY | $1,158,366,397 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,292,166,073 | BOYAmt |
| EOY | $1,403,937,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$48,343,828 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $122,372,470 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,673,846 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,706,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,710,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,778,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,092,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,110,208 | CurrentTaxYearAmt |
| Total | $250,398,274 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,706,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,710,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,778,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,092,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,110,208 | CurrentTaxYearAmt |
| Total | $250,398,274 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $250,398,274 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,352,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,741,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,919,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,494,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,904,314 | CurrentTaxYearAmt |
| Total | $86,412,887 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,102,747 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,003 | CurrentTaxYearAmt |
| Total | $1,108,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $337,919,301 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76879 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $19,199 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $19,199 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITY - FORM 990, SCHEDULE C, PART II-B, LINE 1G: | FormAndLineReferenceDesc |
| Explanation | THESE EXPENSES REPRESENT SALARY AND BENEFITS FOR OUR VP/CHIEF OF STAFF AND FOR OUR GOVERNMENT AND EXTERNAL AFFAIRS COORDINATOR FOR TIME SPENT LOBBYING MEMBERS OF THE NC GENERAL ASSEMBLY RELATED TO LEGISLATION AFFECTING GOLDEN LEAF FUNDING AND EDUCATING LEGISLATORS AND THEIR STAFF ON THE MISSION OF THE FOUNDATION AND ITS WORK. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (40 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AG REALTY VII, VIII, X & XI | $12,920,964 | F |
| AUDAX FUND VII-A | $4,871,322 | F |
| BAIN CAPITAL REAL ESTATE II-B | $12,035,141 | F |
| BEACON CPTL STRATEGIC PTRS VI | $19,146 | F |
| BRIGHTSTAR CAPITAL PARTNERS II | $17,112,003 | F |
| CANTILLON GLOBAL EQUITY FUND | $112,417,174 | F |
| CARNELIAN ENERGY CAPITAL IV,LP | $7,368,603 | F |
| CAROUSEL CAPITAL PTRS IV,V& VI | $21,327,953 | F |
| DENHAM CMDTY PRTNRS FUND V&VI | $3,218,122 | F |
| ENCAP ENERGY CAPITAL FUNDS | $36,316,981 | F |
| EVOLUTION TECHNOLOGY FUND III | $3,473,848 | F |
| FARALLON CAPITAL INSTITUTIONAL | $36,619,735 | F |
| FPA HAWKEYE FUND, LLC | $85,429 | F |
| FRONTIER FUND VI, LP | $6,638,568 | F |
| HARPOON | $609,885 | F |
| JUNIPERUS INSURANCE OPP. FUND | $14,227,156 | F |
| KIMMERIDGE ENERGY FUND VI, LP | $8,712,738 | F |
| KING STREET CAPITAL, LTD | $2,133,816 | F |
| LEXINGTON CAPITAL PTRS V& VI-A | $88,583 | F |
| LONE CASCADE, L.P | $78,497,810 | F |
| MATRIX CAPITAL MGMT FUND | $67,105,109 | F |
| NB SECONDARY OPP FUND V, L.P | $8,528,026 | F |
| NORTH ROCK FUND, LTD. | $42,818,530 | F |
| NUT TREE OFFSHORE FUND, LTD | $42,436,530 | F |
| NUT TREE DRAWDOWN | $1,022,772 | F |
| SCULPTOR REAL ESTATE FUND III | $932,225 | F |
| SCULPTOR OVERSEAS FUND II, LTD | $128,384 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $30,282 | F |
| SILCHESTER INTL VALUE EQUITY | $82,137,755 | F |
| SILVER POINT | $3,299,125 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $33,012,126 | F |
| TRILANTIC CAPITAL PARTNERS VI | $11,550,284 | F |
| TRUEBRIDGE CAPITAL PTRS FUNDS | $38,316,342 | F |
| VARDE CREDIT PARTNERS | $29,500,526 | F |
| VARDE FUND IX, X, XI, XII&XIII | $17,774,695 | F |
| WARBURG PINCUS X | $347,270 | F |
| WELLINGTON ARCHIPELAGO | $17,414,655 | F |
| WELLINGTON BAY POND | $60,004 | F |
| WELLINGTON CTF EMERGING MKTS | $31,966,957 | F |
| WHI REAL ESTATE PARTNERS V | $10,345,411 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $817,421,985 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $199,748,042 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $122,372,470 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $122,372,470 | RevenueNotReportedAmt |
| Revenue Subtotal | $77,375,572 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,749,146 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,749,146 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $79,124,718 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $119,045,554 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $119,045,554 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,749,146 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,673,846 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,422,992 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $127,468,546 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART XII, LINE 4B: | FormAndLineReferenceDesc |
| Explanation | CANCELLED GRANTS $6,673,846 | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $187,315,453 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $112,417,174 |
| North America | 0 | 0 | Investments | $31,701,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $331,434,442 | SubtotalSpentAmt |
| Total Spent | $331,434,442 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (119 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A TOUCH OF THE FATHER'S LOVE INC | |||||||
| 5193 MOMEYER WAY | NASHVILLE | NC | 27856 | 800753276 | 501(c)(3) | $49,472 | SEE PART IV |
| ALAMANCE COMMUNITY COLLEGE | |||||||
| PO BOX 8000 | GRAHAM | NC | 27253 | 566052379 | GOV'T ENTITY | $1,000,000 | SEE PART IV |
| ALLIANCE OF AIDS SERVICES-CAROLINA | |||||||
| 3109 POPLARWOOD COURT | RALEIGH | NC | 27604 | 562158082 | 501(c)(3) | $89,748 | SEE PART IV |
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32174 | BOONE | NC | 28608 | 561176030 | GOV'T ENTITY | $200,000 | SEE PART IV |
| ASHE FOOD PANTRY INC | |||||||
| PO BOX 705 | JEFFERSON | NC | 28640 | 581574702 | 501(c)(3) | $205,864 | SEE PART IV |
| BEACH FOOD PANTRY INC | |||||||
| PO BOX 468 | KITTY HAWK | NC | 27949 | 651221385 | 501(c)(3) | $89,444 | SEE PART IV |
| BLADEN'S BLOOMIN' AGRI-INDUSTRIAL INC | |||||||
| 218A AVIATION PKWY | ELIZABETHTOWN | NC | 28337 | 460502334 | 501(c)(3) | $2,550,000 | SEE PART IV |
| BOUNTY & SOUL | |||||||
| 999 OLD US HWY 70 W | BLACK MTN | NC | 28711 | 464759362 | 501(c)(3) | $39,201 | SEE PART IV |
| BREAD FOR LIFE SENIOR PANTRY | |||||||
| 108 N KERR AVENUE | WILMINGTON | NC | 28405 | 833009919 | 501(c)(3) | $10,094 | SEE PART IV |
| BRICK CAPITAL COMMUNITY DEVELOPMENT CORP | |||||||
| PO BOX 568 | SANFORD | NC | 27331 | 561706757 | 501(c)(3) | $450,000 | SEE PART IV |
| BRUNSWICK FAMILY ASSISTANCE AGENCY INC | |||||||
| PO BOX 1551 | SHALLOTTE | NC | 28459 | 561309961 | 501(c)(3) | $48,102 | SEE PART IV |
| BURKE P'SHIP FOR ECONOMIC DEVELOPMENT INC | |||||||
| 2128 S STERLING ST | MORGANTON | NC | 28655 | 593762106 | 501(c)(3) | $50,000 | SEE PART IV |
| CARTERET COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 3505 ARENDELL ST | MOREHEAD CITY | NC | 28557 | 516089453 | 501(c)(3) | $125,000 | SEE PART IV |
| CHEROKEE COUNTY LOCAL GOVERNMENT | |||||||
| 75 PEACHTREE STREET | MURPHY | NC | 28906 | 566000285 | GOV'T ENTITY | $50,000 | SEE PART IV |
| CITY OF BREVARD | |||||||
| 95 W MAIN STREET | BREVARD | NC | 28712 | 566001186 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF DUNN | |||||||
| PO BOX 1065 | DUNN | NC | 28335 | 566001214 | GOV'T ENTITY | $500,000 | SEE PART IV |
| CITY OF DURHAM | |||||||
| 101 CITY HALL PLAZA | DURHAM | NC | 27701 | 566000225 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF ELIZABETH CITY | |||||||
| 306 E COLONIAL AVE | ELIZABETH CITY | NC | 27909 | 566000226 | GOV'T ENTITY | $1,528,000 | SEE PART IV |
| CITY OF FAYETTEVILLE | |||||||
| 433 HAY STREET | FAYETTEVILLE | NC | 283015537 | 566001226 | GOV'T ENTITY | $1,200,000 | SEE PART IV |
| CITY OF GASTONIA | |||||||
| PO BOX 1748 | GASTONIA | NC | 280531748 | 566000227 | GOV'T ENTITY | $1,750,000 | SEE PART IV |
| CITY OF HENDERSONVILLE | |||||||
| 160 6TH AVE E | HENDERSONVILLE | NC | 28792 | 566001242 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF HICKORY | |||||||
| PO BOX 398 | HICKORY | NC | 28603 | 566001244 | GOV'T ENTITY | $200,000 | SEE PART IV |
| CITY OF LUMBERTON | |||||||
| PO DRAWER 1388 | LUMBERTON | NC | 283591388 | 566001274 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF MOUNT AIRY | |||||||
| 300 SOUTH MAIN ST | MOUNT AIRY | NC | 27030 | 566001293 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| CITY OF NEW BERN | |||||||
| PO BOX 1129 | NEW BERN | NC | 285631129 | 566000235 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF RALEIGH STORMWATER MGMT DIVISION | |||||||
| 127 W HARGETT ST 8TH FL | RALEIGH | NC | 27601 | 566000236 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF SANFORD | |||||||
| PO BOX 3729 | SANFORD | NC | 27330 | 566001328 | GOV'T ENTITY | $55,100,000 | SEE PART IV |
| CITY OF SOUTHPORT | |||||||
| 1029 N HOWE STREET | SOUTHPORT | NC | 28461 | 566001338 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF STATESVILLE NC | |||||||
| PO BOX 1111 | STATESVILLE | NC | 28687 | 566001345 | GOV'T ENTITY | $145,000 | SEE PART IV |
| CITY OF WHITEVILLE | |||||||
| PO BOX 607 | WHITEVILLE | NC | 28472 | 566001372 | GOV'T ENTITY | $1,180,800 | SEE PART IV |
| CITY OF WILSON | |||||||
| PO BOX 10 | WILSON | NC | 27894 | 566000240 | GOV'T ENTITY | $875,331 | SEE PART IV |
| COMMON HEART INC | |||||||
| PO BOX 2761 | INDIAN TRAIL | NC | 28079 | 461161476 | 501(c)(3) | $86,405 | SEE PART IV |
| COUNTY OF ALAMANCE | |||||||
| 124 W ELM STREET | GRAHAM | NC | 27253 | 566000271 | GOV'T ENTITY | $300,000 | SEE PART IV |
| COUNTY OF ASHE | |||||||
| 150 GOVERNMENT CIRCLE | JEFFERSON | NC | 28640 | 566000274 | GOV'T ENTITY | $40,000 | SEE PART IV |
| COUNTY OF BRUNSWICK | |||||||
| PO BOX 249 | BOLIVIA | NC | 28422 | 566000278 | GOV'T ENTITY | $3,000,000 | SEE PART IV |
| COUNTY OF CALDWELL | |||||||
| PO BOX 2200 | LENOIR | NC | 28645 | 566001967 | GOV'T ENTITY | $50,000 | SEE PART IV |
| COUNTY OF COLUMBUS | |||||||
| 127 W WEBSTER STREET | WHITEVILLE | NC | 28472 | 566000289 | GOV'T ENTITY | $640,000 | SEE PART IV |
| COUNTY OF DAVIDSON | |||||||
| PO BOX 1067 | LEXINGTON | NC | 272931067 | 566000294 | GOV'T ENTITY | $250,000 | SEE PART IV |
| COUNTY OF FRANKLIN | |||||||
| 113 MARKET STREET | LOUISBURG | NC | 27549 | 566000299 | GOV'T ENTITY | $50,000 | SEE PART IV |
| COUNTY OF GREENE | |||||||
| 229 KINGOLD BLVD | SNOW HILL | NC | 28580 | 566000304 | GOV'T ENTITY | $15,000 | SEE PART IV |
| COUNTY OF HALIFAX | |||||||
| PO BOX 38 | HALIFAX | NC | 27839 | 566001836 | GOV'T ENTITY | $27,000 | SEE PART IV |
| COUNTY OF NASH | |||||||
| 120 W WASHINGTON | NASHVILLE | NC | 27856 | 566000323 | GOV'T ENTITY | $34,000 | SEE PART IV |
| COUNTY OF NORTHAMPTON | |||||||
| 109 COMMUNITY COLLEGE RD | AHOSKIE | NC | 27910 | 566000325 | GOV'T ENTITY | $49,200 | SEE PART IV |
| COUNTY OF RANDOLPH | |||||||
| 725 MCDOWELL ROAD | ASHEBORO | NC | 27205 | 566001526 | GOV'T ENTITY | $1,400,000 | SEE PART IV |
| COUNTY OF ROBESON | |||||||
| 701 NORTH ELM STREET | LUMBERTON | NC | 28358 | 566000335 | GOV'T ENTITY | $50,000 | SEE PART IV |
| COUNTY OF ROCKINGHAM | |||||||
| PO BOX 66 | WENTWORTH | NC | 27375 | 566001527 | GOV'T ENTITY | $700,000 | SEE PART IV |
| COUNTY OF WARREN | |||||||
| PO BOX 619 | WARRENTON | NC | 27589 | 566000348 | GOV'T ENTITY | $42,500 | SEE PART IV |
| DAVIDSON-DAVIE COMMUNITY COLLEGE | |||||||
| PO BOX 1287 | LEXINGTON | NC | 272931287 | 560792247 | GOV'T ENTITY | $725,235 | SEE PART IV |
| DAVIE COUNTY SCHOOLS | |||||||
| 1200 SALISBURY RD | MOCKSVILLE | NC | 27028 | 566001019 | ED TAX EXEM | $1,500,000 | SEE PART IV |
| EDENTON-CHOWAN PARTNERSHIP INC | |||||||
| 101 W WATER ST | EDENTON | NC | 27932 | 561978763 | 501(c)(3) | $40,400 | SEE PART IV |
| FARMER FOODSHARE | |||||||
| 902 N MANGUM ST | DURHAM | NC | 27701 | 273717889 | 501(c)(3) | $58,333 | SEE PART IV |
| FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE | |||||||
| PO BOX 35236 | FAYETTEVILLE | NC | 283034851 | 560791849 | GOV'T ENTITY | $500,000 | SEE PART IV |
| FIVE POINT CENTER INC | |||||||
| PO BOX 2363 | ROBBINSVILLE | NC | 28771 | 854240234 | 501(c)(3) | $51,768 | SEE PART IV |
| FOOD FOR FAMILIES NC INC | |||||||
| 2001 VAN BUREN AVE | INDIAN TRAIL | NC | 28079 | 471895897 | 501(c)(3) | $7,199 | SEE PART IV |
| FORSYTH TECHNICAL COMMUNITY COLLEGE | |||||||
| 2100 SILAS CREEK PK | WINSTONSALEM | NC | 27103 | 560792614 | GOV'T ENTITY | $309,000 | SEE PART IV |
| GREENVILLE UTILITIES COMMISSION (GUC) | |||||||
| PO BOX 1847 | GREENVILLE | NC | 27835 | 566000517 | GOV'T ENTITY | $2,000,000 | SEE PART IV |
| GUILFORD TECHNICAL COMMUNITY COLLEGE | |||||||
| PO BOX 309 | JAMESTOWN | NC | 27282 | 560792519 | GOV'T ENTITY | $310,000 | SEE PART IV |
| GUILFORDWORKS WORKFORCE DEVELOPMENT BOARD | |||||||
| 301 S GREENE ST | GREENSBORO | NC | 27401 | 566000230 | GOV'T ENTITY | $384,550 | SEE PART IV |
| HARNETT COUNTY ECONOMIC DEVELOPMENT P'SHIP | |||||||
| PO BOX 1270 | LILLINGTON | NC | 27546 | 561924426 | 501(c)(3) | $547,885 | SEE PART IV |
| HOPE STREET FOOD PANTRY INC | |||||||
| 4100 JOHNSTON OEHLER RD | CHARLOTTE | NC | 28269 | 833577031 | 501(c)(3) | $56,618 | SEE PART IV |
| JONES COUNTY COMMUNITY HOPE INC | |||||||
| PO BOX 773 | TRENTON | NC | 28585 | 813323723 | 501(c)(3) | $89,500 | SEE PART IV |
| KELLY SERVICES INC | |||||||
| 999 W BIG BEAVER ROAD | TROY | MI | 48084 | 381510762 | $390,000 | SEE PART IV | |
| MADISON COUNTY ECONOMIC DEVELOPMENT | |||||||
| 5707 US HWY 2570 | MARSHALL | NC | 28753 | 566000316 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| MCDOWELL LFAC | |||||||
| 263 BARNES RD SUITE J | MARION | NC | 28572 | 832141213 | 501(c)(3) | $15,120 | SEE PART IV |
| MCNC | |||||||
| PO BOX 12889 | DURHAM | NC | 27703 | 581406628 | 501(c)(3) | $1,099,560 | SEE PART IV |
| MEALS ON WHEELS OF DURHAM INC | |||||||
| 2522 ROSS ROAD | DURHAM | NC | 27703 | 561729111 | 501(c)(3) | $96,700 | SEE PART IV |
| MOUNT AIRY CITY SCHOOLS | |||||||
| 351 RIVERSIDE DRIVE | MOUNT AIRY | NC | 27030 | 566001082 | ED TAX EXEM | $200,000 | SEE PART IV |
| NORTH CAROLINA CHAMBER FOUNDATION | |||||||
| 701 CORPORATE CENTER DR | RALEIGH | NC | 27607 | 561918853 | 501(c)(3) | $1,000,000 | SEE PART IV |
| NORTH CAROLINA COMMUNITY COLLEGE SYSTEM | |||||||
| 5016 MAIL SVCS CENTER | RALEIGH | NC | 27699 | 561288079 | GOV'T ENTITY | $2,100,000 | SEE PART IV |
| NC COOPERATIVE EXTN - CASWELL COUNTY CTR | |||||||
| PO BOX 220 | YANCEYVILLE | NC | 27379 | 566000283 | GOV'T ENTITY | $120,000 | SEE PART IV |
| NORTH CAROLINA GLOBAL TRANSPARK AUTHORITY | |||||||
| 2780 JETPORT RD | KINSTON | NC | 28504 | 561767291 | GOV'T ENTITY | $10,000,000 | SEE PART IV |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| PO BOX 41046 | RALEIGH | NC | 27629 | 566172047 | GOV'T ENTITY | $3,105,284 | SEE PART IV |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 2601 WOLF VILLAGE WAY | RALEIGH | NC | 27695 | 566000756 | GOV'T ENTITY | $500,000 | SEE PART IV |
| NORTH CAROLINA WESLEYAN UNIVERSITY | |||||||
| 3400 N WESLEYAN BLVD | ROCKY MOUNT | NC | 27804 | 560686603 | ED TAX EXEM | $500,000 | SEE PART IV |
| NUSSBAUM CENTER FOR ENTREPRENEURSHIP | |||||||
| 1451 S ELM EUGENE ST | GREENSBORO | NC | 27406 | 561577495 | 501(c)(3) | $750,000 | SEE PART IV |
| ONE STEP FURTHER INC | |||||||
| 623 EUGENE COURT | GREENSBORO | NC | 27401 | 581484818 | 501(c)(3) | $30,481 | SEE PART IV |
| PIEDMONT COMMUNITY COLLEGE FOUNDATION INC | |||||||
| PO BOX 1101 | ROXBORO | NC | 27573 | 561374039 | 501(c)(3) | $250,000 | SEE PART IV |
| RESTORING HOPE CENTER INC | |||||||
| 507 WARREN AVENUE | LAURINBURG | NC | 28352 | 554627519 | 501(c)(3) | $52,659 | SEE PART IV |
| ROANOKE CHOWAN COMMUNITY HEALTH CNTR INC | |||||||
| 120 HEALTH CENTER DRIVE | AHOSKIE | NC | 27910 | 421638714 | 501(c)(3) | $500,000 | SEE PART IV |
| ROCKINGHAM COMMUNITY COLLEGE | |||||||
| PO BOX 38 | WENTWORTH | NC | 27289 | 560812577 | GOV'T ENTITY | $800,000 | SEE PART IV |
| RURAL ECONOMIC DEVELOPMENT CENTER INC | |||||||
| 4021 CARYA DR | RALEIGH | NC | 27610 | 561552375 | 501(c)(3) | $7,425 | SEE PART IV |
| SCOTLAND COUNTY ECONOMIC DEVELOPMENT CORP | |||||||
| 16800A US HWY 401 | LAURINBURG | NC | 28352 | 262016762 | 501(c)(3) | $50,000 | SEE PART IV |
| SHARE THE TABLE INC | |||||||
| PO BOX 4170 | SURF CITY | NC | 28445 | 352587416 | 501(c)(3) | $65,000 | SEE PART IV |
| S PIEDMONT COMM COLLEGE FOUNDATION INC | |||||||
| PO BOX 126 | POLKTON | NC | 28135 | 561892461 | 501(c)(3) | $200,000 | SEE PART IV |
| SOUTHEASTERN COMMUNITY COLLEGE | |||||||
| PO BOX 151 | WHITEVILLE | NC | 28472 | 560815200 | GOV'T ENTITY | $199,100 | SEE PART IV |
| SOUTHWESTERN COMMUNITY COLLEGE | |||||||
| 447 COLLEGE DRIVE | SYLVA | NC | 28779 | 560894556 | GOV'T ENTITY | $500,000 | SEE PART IV |
| STECOAH VALLEY ARTS CRAFTS & EDU CTR INC | |||||||
| 121 SCHOOLHOUSE RD | ROBBINSVILLE | NC | 28771 | 561935344 | 501(c)(3) | $9,705 | SEE PART IV |
| STRATEGIC TWIN COUNTIES EDU P'SHIP (STEP) | |||||||
| 101 COASTLINE STREET | ROCKY MOUNT | NC | 27802 | 455358881 | 501(c)(3) | $200,000 | SEE PART IV |
| SURRY COUNTY SCHOOLS | |||||||
| 209 NORTH CRUTCHFIELD ST | DOBSON | NC | 27017 | 566001117 | ED TAX EXEM | $603,230 | SEE PART IV |
| TARBORO COMMUNITY OUTREACH INC | |||||||
| 701 CEDAR LANE | TARBORO | NC | 27886 | 561557200 | 501(c)(3) | $9,764 | SEE PART IV |
| THE INTL FRIENDSHIP CENTER OF HIGHLANDS | |||||||
| 348 SOUTH 5TH STREET | HIGHLANDS | NC | 28741 | 562303345 | 501(c)(3) | $9,493 | SEE PART IV |
| THE OCRACOKE FOUNDATION INC | |||||||
| PO BOX 1689 | OCRACOKE | NC | 27960 | 562602254 | 501(c)(3) | $200,000 | SEE PART IV |
| THE OPEN DOOR OF PERQUIMANS COUNTY INC | |||||||
| PO BOX 721 | HERTFORD | NC | 27944 | 581492428 | 501(c)(3) | $38,676 | SEE PART IV |
| THOMASVILLE COMMUNITY MINISTRY INC | |||||||
| 10 W GUILFORD STREET | THOMASVILLE | NC | 27360 | 561877251 | 501(c)(3) | $67,600 | SEE PART IV |
| TOWN OF BEECH MOUNTAIN | |||||||
| 403 BEECH MT PKWY | BEECH MOUNTAIN | NC | 28622 | 561308040 | GOV'T ENTITY | $995,000 | SEE PART IV |
| TOWN OF BEULAVILLE | |||||||
| 58 EAST MAIN STREET | BEULAVILLE | NC | 28518 | 566015870 | GOV'T ENTITY | $243,406 | SEE PART IV |
| TOWN OF BOILING SPRINGS | |||||||
| 114 E COLLEGE AVE | BOILING SPRINGS | NC | 28017 | 566018025 | GOV'T ENTITY | $41,000 | SEE PART IV |
| TOWN OF CROSSNORE | |||||||
| PO BOX 129 | CROSSNORE | NC | 28616 | 561121430 | GOV'T ENTITY | $1,086,000 | SEE PART IV |
| TOWN OF HERTFORD | |||||||
| PO BOX 32 | HERTFORD | NC | 279440032 | 566001243 | GOV'T ENTITY | $650,600 | SEE PART IV |
| TOWN OF JAMESTOWN | |||||||
| 301 E MAIN STREET | JAMESTOWN | NC | 27282 | 566002751 | GOV'T ENTITY | $769,000 | SEE PART IV |
| TOWN OF LAKE SANTEETLAH | |||||||
| 16 MARINA DRIVE | LAKE SANTEETLAH | NC | 28771 | 561619316 | GOV'T ENTITY | $72,697 | SEE PART IV |
| TOWN OF LILLINGTON | |||||||
| PO BOX 296 | LILLINGTON | NC | 27546 | 566001268 | GOV'T ENTITY | $1,050,000 | SEE PART IV |
| TOWN OF NAGS HEAD | |||||||
| PO BOX 99 | NAGS HEAD | NC | 27959 | 566034273 | GOV'T ENTITY | $478,850 | SEE PART IV |
| TOWN OF OAK ISLAND | |||||||
| 4601 E OAK ISLAND DR | OAK ISLAND | NC | 28465 | 566021949 | GOV'T ENTITY | $579,500 | SEE PART IV |
| TOWN OF POLLOCKSVILLE | |||||||
| PO BOX 97 | POLLOCKSVILLE | NC | 285730097 | 561054547 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF ROSE HILL | |||||||
| PO BOX 8 | ROSE HILL | NC | 28458 | 566003479 | GOV'T ENTITY | $395,800 | SEE PART IV |
| TOWN OF ROSEBORO | |||||||
| PO BOX 848 | ROSEBORO | NC | 28382 | 566001324 | GOV'T ENTITY | $169,488 | SEE PART IV |
| TOWN OF SPRING HOPE | |||||||
| 118 W RAILROAD ST | SPRING HOPE | NC | 27896 | 566001341 | GOV'T ENTITY | $200,000 | SEE PART IV |
| TOWN OF SPRING LAKE STORMWATER ADMIN | |||||||
| 300 RUTH STREET | SPRING LAKE | NC | 28390 | 566003437 | GOV'T ENTITY | $750,000 | SEE PART IV |
| TOWN OF TABOR CITY | |||||||
| PO DRAWER 655 | TABOR CITY | NC | 28463 | 566001349 | GOV'T ENTITY | $43,500 | SEE PART IV |
| TOWN OF TRENT WOODS | |||||||
| 898 CHELSEA ROAD | TRENT WOODS | NC | 28562 | 561015997 | GOV'T ENTITY | $693,706 | SEE PART IV |
| TOWN OF WARRENTON | |||||||
| PO BOX 281 | WARRENTON | NC | 27589 | 566001362 | GOV'T ENTITY | $196,448 | SEE PART IV |
| TOWN OF WEST JEFFERSON | |||||||
| PO BOX 490 | WEST JEFFERSON | NC | 28694 | 566001371 | GOV'T ENTITY | $210,000 | SEE PART IV |
| TRI-COUNTY COMMUNITY COLLEGE | |||||||
| 21 CAMPUS CIRCLE | MURPHY | NC | 28906 | 560896010 | GOV'T ENTITY | $480,000 | SEE PART IV |
| COUNTY OF WASHINGTON | |||||||
| PO BOX 1007 | PLYMOUTH | NC | 27962 | 566000349 | GOV'T ENTITY | $15,000 | SEE PART IV |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 4121 LITTLE SAVANNAH RD | CULLOWHEE | NC | 28723 | 566001440 | GOV'T ENTITY | $200,000 | SEE PART IV |
| WILKES ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 213 NINTH STREET | NORTH WILKESBORO | NC | 28659 | 561957642 | 501(c)(3) | $1,500,000 | SEE PART IV |
| WILSON YOUTH UNITED INC | |||||||
| 910 TARBORO ST W | WILSON | NC | 27893 | 271604121 | 501(c)(3) | $75,042 | SEE PART IV |
| YADKIN COUNTY SCHOOLS | |||||||
| 121 WASHINGTON ST | YADKINVILLE | NC | 27055 | 566001137 | ED TAX EXEM | $393,000 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 118 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GRANTS MONITORING - FORM 990, SCHEDULE I, LINE 2: | APPLICANTS THAT RECEIVE AWARDS FROM THE BOARD ARE REQUIRED TO SIGN A GRANTEE ACKNOWLEDGEMENT & AGREEMENT, WHICH STATES GUIDELINES AND CONDITIONS FOR A GRANT. GRANTEES MUST ALSO ATTEND A GRANTS MANAGEMENT TRAINING SESSION, UNLESS WAIVED BY THE SENIOR VICE PRESIDENT OR PRESIDENT OF THE FOUNDATION FOR GOOD CAUSE. GOOD CAUSE INCLUDES, FOR EXAMPLE, THE GRANTEE HAS PREVIOUSLY SUCCESSFULLY MANAGED A GRANT FROM THE FOUNDATION. THE GRANTEE ACKNOWLEDGEMENT & AGREEMENT MAY CONTAIN CONDITIONS THAT MUST BE SATISFIED BEFORE FUNDS WILL BE RELEASED. THESE CONDITIONS, ALONG WITH REQUIREMENTS FOR INTERIM AND FINAL REPORTS, ARE ENTERED IN A DATABASE. ONCE THE FOUNDATION RECEIVES THE SIGNED GRANTEE ACKNOWLEDGEMENT & AGREEMENT, EVIDENCE THAT PRECONDITIONS HAVE BEEN MET, AND A WRITTEN REQUEST FOR PAYMENT, THE APPLICANT IS ELIGIBLE TO RECEIVE AN INITIAL DISBURSEMENT. GRANTEES MAY RECEIVE ADVANCES IN INCREMENTS OF UP TO 20% OF THE GRANT AWARD OR REIMBURSEMENTS OF UP TO 80% OF THE GRANT AWARD OR A COMBINATION OF ADVANCES AND REIMBURSEMENTS WITHIN THOSE RESPECTIVE LIMITS. A SUM EQUAL TO 20% OF THE TOTAL AMOUNT OF THE GRANT IS RETAINED BY THE FOUNDATION UNTIL COMPLETION OF THE GRANTEE'S OBLIGATIONS UNDER THE GRANT, INCLUDING THE SUBMISSION TO THE FOUNDATION OF A FINAL REPORT ON THE FUNDED PROJECT AND SATISFACTION OF ANY REMAINING CONDITIONS TO RELEASE OF FUNDS. THE PRESIDENT OF THE FOUNDATION HAS THE AUTHORITY TO MODIFY THIS RELEASE SCHEDULE. GRANTEES MAY USE FUNDS ONLY FOR ITEMS IDENTIFIED IN THE PROJECT'S APPROVED BUDGET. SHOULD THE GRANTEE SEEK TO SPEND FUNDS ON A ITEM NOT INCLUDED IN THE BUDGET OR IN AN AMOUNT IN EXCESS OF THE APPROVED BUDGET AMOUNT, THE GRANTEE MUST RECEIVE APPROVAL OF A BUDGET MODIFICATION. IN NO EVENT MAY A GRANTEE SPEND GOLDEN LEAF FUNDS IN EXCESS OF THE AMOUNT AWARDED BY THE GOLDEN LEAF BOARD. GRANTEES MUST SUBMIT INTERIM REPORTS IN SIX MONTH INCREMENTS BEGINNING SIX MONTHS AFTER THE AWARD DATE AND A FINAL REPORT WITHIN 60 DAYS AFTER COMPLETION OF THE PROJECT, THOUGH THIS SCHEDULE MAY BE ADJUSTED IF APPROPRIATE FOR A PROJECT. IN SOME CASES, GRANTEES ARE ALSO REQUIRED TO SUBMIT REPORTS AFTER THE CONCLUSION OF THE PROJECT TO DOCUMENT ONGOING ACTIVITIES AND OUTCOMES. THE REPORTS INCLUDE INFORMATION REGARDING THE WORK ACCOMPLISHED COMPARED TO AN APPROVED LIST OF ACTIVITIES, REPORTED OUTCOMES OF THE PROJECT COMPARED TO APPROVED PROJECTED OUTCOMES, AND EXPENDITURE REPORTS. USING A SAMPLING PROCESS, THE FOUNDATION VERIFIES REPORTED ACTIVITIES, OUTCOMES, AND EXPENDITURES BY REVIEWING SUPPORTING DOCUMENTATION. FOUNDATION STAFF ALSO CONDUCTS SITE VISITS FOR SOME OF THE PROJECTS. THE GRANT MONITORING PROCESS IS RISK ADJUSTED, WITH SOME GRANTEES, SUCH AS THOSE WITH LESS GRANTS MANAGEMENT EXPERIENCE AND CAPACITY, RECEIVING MORE INTENSIVE MONITORING. |
| SCHEDULE I, PART II, COLUMN H, PURPOSE OF GRANT OR ASSISTANCE: | 1. FOOD DISTRIBUTION ASSISTANCE PROGRAM 2. ACC VETERINARY MEDICAL TECHNICIAN PROGRAM 3. FOOD DISTRIBUTION ASSISTANCE PROGRAM 4. START-UP SUPPORT FOR A NEW OCCUPATIONAL THERAPY TRAINING PROGRAM 5. FOOD DISTRIBUTION ASSISTANCE PROGRAM 6. FOOD DISTRIBUTION ASSISTANCE PROGRAM 7. PROJECT SPARK & BBAI AVIATION INCUBATOR 2 8. FOOD DISTRIBUTION ASSISTANCE PROGRAM 9. FOOD DISTRIBUTION ASSISTANCE PROGRAM 10. WASHINGTON AVENUE WORKFORCE HOUSING 11. FOOD DISTRIBUTION ASSISTANCE PROGRAM 12. GREAT MEADOWS SITE 13. PILOT EXPANDING THE WELDING PATHWAYS AT CROATAN HIGH SCHOOL 14. INDUSTRIAL PARK - DUE DILIGENCE 15. BREVARD TIMES ARCADE ALLEY FLOOD MITIGATION 16. CITY OF DUNN GOLDEN LEAF FLOOD MITIGATION PROJECT 17. BELT STREET DRAINAGE IMPROVEMENTS 18. DAWSON CANAL AND OUTFALL RESTORATION PROJECT 19. BLOUNTS CREEK STREAM ENHANCEMENT DETAILED DESIGN AND CONSTRUCTION & BLOUNTS CREEK STREAM ENHANCEMENT CONCEPTUAL DESIGN 20. DUHARTS CREEK STREAM RESTORATION AND STORMWATER IMPROVEMENT & APPLE CREEK CORPORATE PARK SEWER IMPROVEMENTS 21. LOWER MUD CREEK FLOOD RISK REDUCTION - PHASE 2 22. FAIRGROVE BUSINESS PARK ACCESS ROAD 23. CITY OF LUMBERTON - FIRST FLOOD MITIGATION 24. WESTWOOD INDUSTRIAL PARK SITE DEVELOPMENT 25. ELIZABETH AVENUE DRAINAGE IMPROVEMENTS 26. KINGSBOROUGH ESTATES STORMWATER FLOOD MITIGATION DESIGN 27. SANFORD-PITTSBORO SEWER FORCE MAIN AND OTHER UTILITIES IMPROVEMENTS PROJECT 28. CITY OF SOUTHPORT STORMWATER MAPPING & PLANNING 29. SUNNINGDALE LANE CULVERT PROJECT 30. PHASE 3 STORMWATER IMPROVEMENTS 31. COMMUNITY-DRIVEN FLOOD MITIGATION FOR UNDERSERVED COMMUNITIES IN WILSON, NC 32. FOOD DISTRIBUTION ASSISTANCE PROGRAM 33. FIELD CROP SUSTAINABILITY INITIATIVE 34. ASHE COUNTY - SHELL BUILDING 35. HWY 74/76 INDUSTRIAL PARKS WATER TANK PROJECT 36. FOOTHILLS REGIONAL AIRPORT INDUSTRIAL PARK DUE DILIGENCE 37. PROJECT BUILD & SOUTHEAST REGIONAL PARK SITE DEVELOPMENT 38. PROJECT NEXT 39. FRANKLIN COUNTY, TRIANGLE NORTH FRANKLIN, SHELL BUILDING 40. GREENE COUNTY SITE IDENTIFICATION 41. HALIFAX COUNTY INDUSTRIAL SHELL BUILDING 42. WBIC PHASE II FUNDING 43. NORTHAMPTON COUNTY COMMERCE PARK 44. FOOD, FARM, AND FAMILY AGRICULTURAL CENTER & JK88-ROAD IMPROVEMENTS 45. ROBESON COUNTY SHELL PROJECT 46. ROCKINGHAM COUNTY LIVESTOCK MARKETING AND EDUCATION COMPLEX 47. HWY 1 INDUSTRIAL PARCELS DUE DILIGENCE 48. REGIONAL TRAINING AND DISTRIBUTION CENTER FOR EMERGENCY RESPONSE AND PUBLIC HEALTH 49. DCHS ADVANCED MANUFACTURING LAB 50. EDENTON CHOWAN AIRPORT INDUSTRIAL PARK 51. FARMER FOODSHARE: POST-PANDEMIC FOOD HUB PROGRAM REVITALIZATION, DIVERSIFICATION & EXPANSION PROJECT 52. REGIONAL SUPPLY CHAIN TRANSPORT COMPLEX 53. FOOD DISTRIBUTION ASSISTANCE PROGRAM 54. FOOD DISTRIBUTION ASSISTANCE PROGRAM 55. EMERGENCY SERVICES SIMULATION LAB AND SOFTWARE 56. PROJECT GEN SUBSTATION 57. WORKFORCE CONTINUING EDUCATION (WCE) 58. PIPELINE BUILDING IN ADVANCED MANUFACTURING CERTIFICATIONS 59. EDGERTON INDUSTRIAL PARK SITE DEVELOPMENT - HARNETT COUNTY, NORTH CAROLINA 60. FOOD DISTRIBUTION ASSISTANCE PROGRAM 61. FOOD DISTRIBUTION ASSISTANCE PROGRAM 62. DIRECT SOURCING 63. MADISON COUNTY INDUSTRIAL SITE 64. FOOD DISTRIBUTION ASSISTANCE PROGRAM 65. EASTERN NORTH CAROLINA BROADBAND HERO PROJECT: HIGH-SPEED ECONOMIES FOR RURAL OPPORTUNITY 66. FOOD DISTRIBUTION ASSISTANCE PROGRAM 67. SCHOOL TO HEALTHCARE WORKFORCE PIPELINE 68. NC AG LEADS/STRATEGIC PLANNING PROCESS 69. GOLDEN LEAF COMMUNITY COLLEGES SCHOLARSHIP (2024-2025) 70. AG TECHNOLOGY AND RENTAL INNOVATION PROGRAM 71. Program Support 72. GOLDEN LEAF SCHOLARSHIP PROGRAM (2024-25) 73. AVIARY FACILITY FOR PULLET AND LAYER RESEARCH AND EXTENSION 74. IMPROVED ACCESS TO NURSING EDUCATION IN RURAL COMMUNITIES 75. STEELHOUSE 76. FOOD DISTRIBUTION ASSISTANCE PROGRAM 77. PIEDMONT COMMUNITY COLLEGE - PN PROGRAM 78. FOOD DISTRIBUTION ASSISTANCE PROGRAM 79. AULANDER DENTAL INTEGRATED CLINIC 80. LEVELUP ROCKINGHAM (FORMERLY ROCO WORKS) 81. RURAL INTERNSHIP INITIATIVE (2023-2024) 82. BUILDING 3 83. FOOD DISTRIBUTION ASSISTANCE PROGRAM 84. HIGH-FIDELITY SIMULATION MANIKINS TO ENHANCE NURSING CAPACITY 85. ACCELERATING THE FUTURE OF COLUMBUS COUNTY 86. EXPANDING DENTAL ACCESS IN WESTERN NC THROUGH DENTAL ASSISTANT EDUCATION 87. FOOD DISTRIBUTION ASSISTANCE PROGRAM 88. STUDENTS@WORK:TWIN-COUNTIES 89. SURRY-YADKIN FLEET 90. FOOD DISTRIBUTION ASSISTANCE PROGRAM 91. FOOD DISTRIBUTION ASSISTANCE PROGRAM 92. OCRACOKE SEAFOOD COMPANY BUSINESS EXPANSION 93. FOOD DISTRIBUTION ASSISTANCE PROGRAM 94. FOOD DISTRIBUTION ASSISTANCE PROGRAM 95. GREENBRIAR RD. FLOOD MITIGATION 96. BEULAVILLE STORMWATER 97. STORMWATER CULVERT EVALUATIONS 98. CROSSNORE CREEK AT DELLINGER ROAD CULVERT REPLACEMENT 99. JENNIES GUT DRAINAGE IMPROVEMENTS 100. FORESTDALE EAST 101. LAKE SANTEETLAH STORMWATER MANAGEMENT 102. HARNETT STREET STORMWATER IMPROVEMENTS 103. SOUTH MEMORIAL AVENUE DRAINAGE IMPROVEMENT PROJECT 104. CROWELL ST DUNE INFILTRATION SYSTEM PROJECT 105. FOURTH STREET STORM DRAINAGE IMPROVEMENTS 106. ROSE HILL STORMWATER 107. DOWNTOWN STORM WATER DESIGN 108. US 64A WATER LINE EXTENSION 109. SPRING LAKE FLASH FLOOD MITIGATION 110. TABOR CITY SHELL BUILDING 111. STORMWATER IMPROVEMENTS 112. BREHON STREET STORMWATER IMPROVEMENTS 113. LONG STREET & BACKSTREET STORMWATER INFRASTRUCTURE 114. TRI-COUNTY COMMUNITY COLLEGE TRANSPORTATION TRAINING HUB 115. SITE PROGRAM IDENTIFICATION 116. ADVANCING SIMULATION THROUGH VIRTUAL AND AUGMENTED REALITY 117. WILKES INDUSTRIAL PARK - LANES DRIVE 118. FOOD DISTRIBUTION ASSISTANCE PROGRAM 119. YCS LINKS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT T HAMILTON | ||||||||||||||
| PRESIDENT/CEO | $265,318 | $0 | $20,000 | $0 | $1,188 | $0 | $28,532 | $0 | $12,646 | $0 | $327,684 | $0 | $0 | $0 |
| EDWARD P LORD | ||||||||||||||
| SVP/GENERAL COUNSEL | $192,262 | $0 | $8,000 | $0 | $414 | $0 | $20,618 | $0 | $23,919 | $0 | $245,213 | $0 | $0 | $0 |
| ERICA L SMITH | ||||||||||||||
| VP OF FINANCE | $152,697 | $0 | $8,000 | $0 | $270 | $0 | $16,462 | $0 | $23,753 | $0 | $201,182 | $0 | $0 | $0 |
| KASEY E GINSBERG | ||||||||||||||
| VP/CHIEF OF STAFF | $149,873 | $0 | $8,000 | $0 | $162 | $0 | $15,787 | $0 | $12,432 | $0 | $186,254 | $0 | $0 | $0 |
| JONATHAN P BOYD | ||||||||||||||
| VP OF INVESTMENTS | $140,139 | $0 | $1,500 | $0 | $162 | $0 | $14,299 | $0 | $12,372 | $0 | $168,472 | $0 | $0 | $0 |
| TERRI ADOU-DY ENDED 062024 | ||||||||||||||
| DIR OF PROGRAMS/PROGRAMS ADMIN | $125,115 | $0 | $3,000 | $0 | $1,188 | $0 | $12,811 | $0 | $20,649 | $0 | $162,763 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| APPROVAL OF GOVERNING BODY DECISIONS - 990, PART VI, LINE 6, 7A: | THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPRISED OF FIFTEEN DIRECTORS. FIVE DIRECTORS ARE APPOINTED BY THE GOVERNOR OF THE STATE OF NORTH CAROLINA. FIVE DIRECTORS ARE APPOINTED BY THE PRESIDENT PRO TEMPORE OF THE NORTH CAROLINA SENATE. FIVE DIRECTORS ARE APPOINTED BY THE SPEAKER OF THE NORTH CAROLINA HOUSE OF REPRESENTATIVES. |
| DISPOSAL OF ASSETS - FORM 990, PART VI, LINE 7B: | THE FOUNDATION MAY NOT DISPOSE OF ASSETS PURSUANT TO THE PROVISIONS OF SECTION 55A-12-02 OF THE NORTH CAROLINA GENERAL STATUTES WITHOUT THE APPROVAL OF THE NORTH CAROLINA GENERAL ASSEMBLY. THE FOUNDATION SHALL CONSULT WITH THE JOINT LEGISLATIVE COMMISSION ON GOVERNMENTAL OPERATIONS PRIOR TO SUBMITTING ARTICLES OF AMENDMENT TO THE SECRETARY OF STATE. |
| FORM 990 REVIEW PROCESS - FORM 990, PART VI, LINE 11B: | A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE FOUNDATION'S BOARD OF DIRECTORS. THE AUDIT COMMITTEE OF THE BOARD AND THE BOARD REVIEWED THE FORM 990 AND AUTHORIZED STAFF TO FILE. |
| CONFLICTS OF INTEREST - FORM 990, PART VI, LINE 12C: | THE FOUNDATION'S BOARD OF DIRECTORS AND COMMITTEES MEET APPROXIMATELY SIX TIMES PER YEAR. AT EACH SUCH MEETING, OR GROUP OF MEETINGS, DIRECTORS ARE ASKED TO CONFIRM THEIR DISCLOSURE OR MAKE ANY NEW DISCLOSURES. WHEN A DIRECTOR DISCLOSES AN INTEREST IN A PROPOSED TRANSACTION, THE DIRECTOR DOES NOT PARTICIPATE IN THE DISCUSSION CONCERNING, OR THE VOTE UPON, THE PROPOSED TRANSACTION. |
| DETERMINING COMPENSATION - FORM 990, PART VI, LINE 15: | THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED SALARY AND BENEFIT INFORMATION FOR POSITIONS COMPARABLE TO THE PRESIDENT AT OTHER NORTH CAROLINA FOUNDATIONS AND ENDOWMENTS AND REVIEWED THE RESULTS OF A SALARY STUDY OF NONPROFIT SALARIES PRIOR TO MAKING A RECOMMENDATION TO THE BOARD REGARDING THE PRESIDENT'S SALARY AND BENEFITS. THE BOARD APPROVED THE SALARY AND BENEFITS OF THE PRESIDENT. |
| AVAILABILITY OF OTHER DOCUMENTS - FORM 990, PART VI, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| CHANGES IN NET ASSETS - FORM 990, PART XI, LINE 9: | CANCELLED GRANTS $6,673,846 |
| OVERSIGHT/SELECTION PROCESS - FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| REQUIRED AUDIT - FORM 990, PART XII, LINE 3B: | THE FOUNDATION'S SINGLE AUDIT IS DUE BY MARCH 31, 2025 AND WILL BE COMPLETED BY THE DUE DATE. |