THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2022
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
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-11
- IRS object ID
- 202342849349300704
- Schema version
- 2022v5.0
- 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 | 2023-10-11T07:16:34-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | Controller | PersonTitleTxt |
| Phone | 2524427474 | PhoneNum |
| Signature | 2023-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Erica | PersonFirstNm |
| Person Last | Smith | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra L Feinsmith | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 9192781936 | PhoneNum |
| Preparation | 2023-10-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $284,163,583 | 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 | 28 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$438,622 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,778,981 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,092,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,903,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,563,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,102,747 | CYOtherRevenueAmt |
| PY Total Revenue | $127,682,126 | PYTotalRevenueAmt |
| CY Total Revenue | $57,758,666 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $126,685,340 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,181,459 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,411,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,992,017 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,950,365 | PYOtherExpensesAmt |
| CY Other Expenses | $4,362,059 | CYOtherExpensesAmt |
| PY Total Expenses | $133,047,066 | PYTotalExpensesAmt |
| CY Total Expenses | $63,535,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,364,940 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,776,869 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,203,014,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,292,166,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,513,934 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $214,502,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $984,500,519 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,077,663,909 | 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 | $58,611,376 | ExpenseAmt |
| Grant | $56,181,459 | GrantAmt |
| Revenue | $1,102,747 | 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 | $58,611,376 | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 28 | 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) | $250,618 | $0 | $36,787 | |
| EDWARD P LORD | |||||||
| SVP/GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $184,513 | $0 | $42,055 | |
| ERICA SMITH | |||||||
| CONTROLLER | 40.0 | 0.0 | Yes (X) | $138,402 | $0 | $34,842 | |
| KASEY E GINSBERG | |||||||
| VP/CHIEF OF STAFF | 40.0 | 0.0 | Yes (X) | $137,351 | $0 | $25,814 | |
| JONATHAN P BOYD | |||||||
| DIRECTOR OF INVESTMENTS | 40.0 | 0.0 | Yes (X) | $129,857 | $0 | $25,145 | |
| TERRI ADOU-DY | |||||||
| DIR OF PROGRAMS/PROGRAMS ADMIN | 40.0 | 0.0 | Yes (X) | $121,015 | $0 | $31,091 | |
| MARILYN M CHISM | |||||||
| DIRECTOR OF PROGRAMS | 40.0 | 0.0 | Yes (X) | $113,941 | $0 | $12,681 | |
| RHEA BARNES ENDED OCT 2022 | |||||||
| SENIOR DIRECTOR ADMIN SERVICES | 40.0 | 0.0 | Yes (X) | $86,546 | $0 | $18,572 | |
| ANGELA GAILLIARD | |||||||
| DIRECTOR OF PROGRAMS | 40.0 | 0.0 | Yes (X) | $46,166 | $0 | $8,770 | |
| DARRYL MOSS | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,664 | $0 | $0 | Yes (X) | |
| RALPH STRAYHORN III | |||||||
| VICE CHAIR | 3.0 | 0.0 | Yes (X) | $1,456 | $0 | $0 | Yes (X) |
| MURCHISON BIGGS | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,456 | $0 | $0 | Yes (X) | |
| RANDY ISENHOWER | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,248 | $0 | $0 | Yes (X) | |
| JEROME VICK | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,248 | $0 | $0 | Yes (X) | |
| S LAWRENCE DAVENPORT | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,040 | $0 | $0 | Yes (X) | |
| THOMAS F TAFT SR | |||||||
| DIRECTOR | 3.0 | 0.0 | $1,040 | $0 | $0 | Yes (X) | |
| DAVID L ROSE | |||||||
| DIRECTOR | 3.0 | 0.0 | $936 | $0 | $0 | Yes (X) | |
| BOBBIE J RICHARDSON | |||||||
| TREASURER/ASST. SECRETARY | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | Yes (X) |
| LAURENCE LILLEY | |||||||
| DIRECTOR | 3.0 | 0.0 | $832 | $0 | $0 | Yes (X) | |
| DONALD E FLOW | |||||||
| BOARD CHAIR | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHNATHAN RHYNE JR | |||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES P BROWN | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BARRY Z DODSON | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BRIAN RAYNOR | |||||||
| DIRECTOR | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,220,161 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 |
|---|---|---|---|---|---|
| SIT FIXED INCOME ADVISORS LLC | |||||
| 80 SOUTH 8TH STREET SUITE 3300 | MINNEAPOLIS | MN | 55402 | INVESTMENT MGMT | $794,870 |
| SILCHESTER INTERNATIONAL INVESTORS | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | Investment MGMT | $506,347 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02110 | Investment MGMT | $475,106 |
| PRIME BUCHHOLZ ASSOCIATES INC | |||||
| 25 CHESTNUT STREET | PORTSMOUTH | NH | 03801 | Invest. CONSULTING | $340,554 |
| FOX ROTHSCHILD LLC | |||||
| 230 N ELM STREET SUITE 1200 | GREENSBORO | NC | 27401 | Legal Services | $262,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $17,700,000 | GovernmentGrantsAmt |
| All Other Contributions | $11,392,002 | AllOtherContributionsAmt |
| Total Contributions | $29,092,002 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,494,759 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$438,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,933,381 | 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 | $234,474,075 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $226,404,917 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,069,158 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,069,158 | TotalRevenueColumnAmt |
| Exclusion | $8,069,158 | 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 | FIBER-OPTIC CABLE LINES | Desc |
| Business | 221000 | BusinessCd |
| Total Revenue Column | $1,102,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,102,747 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,102,747 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,758,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,102,747 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$438,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,002,539 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,181,459 | TotalAmt |
| Program Services | $56,181,459 | 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 | $1,563,838 | TotalAmt |
| Program Services | $919,786 | ProgramServicesAmt |
| Management And General | $644,052 | 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 | $973,035 | TotalAmt |
| Program Services | $869,631 | ProgramServicesAmt |
| Management And General | $103,404 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,566 | TotalAmt |
| Program Services | $94,959 | ProgramServicesAmt |
| Management And General | $8,607 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,948 | TotalAmt |
| Program Services | $159,965 | ProgramServicesAmt |
| Management And General | $26,983 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,630 | TotalAmt |
| Program Services | $119,625 | ProgramServicesAmt |
| Management And General | $45,005 | 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 | $241,179 | TotalAmt |
| Management And General | $241,179 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,515 | TotalAmt |
| Management And General | $109,515 | 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 | $2,916,071 | TotalAmt |
| Management And General | $2,916,071 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,885 | TotalAmt |
| Program Services | $209,452 | ProgramServicesAmt |
| Management And General | $66,433 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,365 | TotalAmt |
| Management And General | $129,365 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,084 | TotalAmt |
| Management And General | $59,084 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,463 | TotalAmt |
| Management And General | $169,463 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,178 | TotalAmt |
| Management And General | $111,178 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,539 | TotalAmt |
| Program Services | $56,499 | ProgramServicesAmt |
| Management And General | $1,040 | 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 | $0 | TotalAmt |
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 | $19,712 | TotalAmt |
| Management And General | $19,712 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| LINE OF CREDIT FEES | $157,398 | $157,398 |
| BOARD OF DIRECTORS EXPENSES | $59,032 | $59,032 |
| CAPITAL OUTLAYS | $34,800 | $34,800 |
| DUES AND MEMBERSHIPS | $10,567 | $10,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,271 | TotalAmt |
| Management And General | $11,271 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,535,535 | TotalAmt |
| Program Services | $58,611,376 | ProgramServicesAmt |
| Management And General | $4,924,159 | 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 | $1,810,078 | BOYAmt |
| EOY | $1,205,375 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $3,298,854 | BOYAmt |
| EOY | $2,886,497 | 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 | $24,776 | BOYAmt |
| EOY | $19,821 | 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 | $120,181 | BOYAmt |
| EOY | $120,162 | 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 | $484,216,526 | BOYAmt |
| EOY | $509,842,313 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,544,038 | BOYAmt |
| EOY | $778,091,905 | 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 | $1,203,014,453 | BOYAmt |
| EOY | $1,292,166,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,711 | BOYAmt |
| EOY | $208,764 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,244,223 | BOYAmt |
| EOY | $214,293,400 | 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 | $218,513,934 | BOYAmt |
| EOY | $214,502,164 | 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 | $984,500,519 | BOYAmt |
| EOY | $1,077,663,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $984,500,519 | BOYAmt |
| EOY | $1,077,663,909 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,203,014,453 | BOYAmt |
| EOY | $1,292,166,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,776,869 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $83,388,568 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,551,691 | 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 | $57,739,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,706,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,710,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,778,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,092,002 | CurrentTaxYearAmt |
| Total | $268,027,758 | 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 | $57,739,692 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,706,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,710,093 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,778,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,092,002 | CurrentTaxYearAmt |
| Total | $268,027,758 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $268,027,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,891,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,352,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,741,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,919,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,494,759 | CurrentTaxYearAmt |
| Total | $79,399,998 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,677 | 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 | $98,677 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,102,747 | CurrentTaxYearAmt |
| Total | $1,110,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $348,637,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76879 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79606 | 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 | $24,517 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $24,517 | 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 External Affairs Associate 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 | $11,399,442 | F |
| AURORA VENTURES IV & V | $453,641 | F |
| BAIN CAPITAL REAL ESTATE II-B | $7,965,054 | F |
| BEACON CPTL STRATEGIC PTRS VI | $22,732 | F |
| BRIGHTSTAR CAPITAL PARTNERS II | $15,462,470 | F |
| CANTILLON GLOBAL EQUITY FUND | $96,469,125 | F |
| CARLYLE VENTURE PARTNERS II,LP | $35,225 | F |
| CARNELIAN ENERGY CAPITAL IV,LP | $4,717,346 | F |
| CAROUSEL CAPITAL PTRS IV,V& VI | $17,803,765 | F |
| DENHAM CMDTY PRTNRS FUND V&VI | $3,527,674 | F |
| ENCAP ENERGY CAPITAL FUNDS | $31,204,198 | F |
| EVOLUTION TECHNOLOGY FUND III | $1,486,207 | F |
| FARALLON CAPITAL INSTITUTIONAL | $37,964,067 | F |
| FPA HAWKEYE FUND, LLC | $82,172 | F |
| FRONTIER FUND VI, LP | $3,270,900 | F |
| JUNIPERUS INSURANCE OPP. FUND | $21,329,352 | F |
| KIMMERIDGE ENERGY FUND VI, LP | $9,790,628 | F |
| KING STREET CAPITAL, LTD | $2,631,001 | F |
| LEXINGTON CAPITAL PTRS V& VI-A | $72,834 | F |
| LONE CASCADE, L.P | $61,537,457 | F |
| MATLIN PATTERSON GLOBAL OPP | $1,725 | F |
| MATRIX CAPITAL MGMT FUND | $55,694,208 | F |
| NB SECONDARY OPP FUND V, L.P | $5,765,040 | F |
| NORTH ROCK FUND, LTD. | $53,585,422 | F |
| NUT TREE OFFSHORE FUND, LTD | $47,951,378 | F |
| SCULPTOR REAL ESTATE FUND III | $1,223,182 | F |
| SCULPTOR OVERSEAS FUND II, LTD | $647,880 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $30,121 | F |
| SILCHESTER INTL VALUE EQUITY | $75,164,918 | F |
| TA REALTY ASSOC. FUND X UTP | $1,351 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $44,304,332 | F |
| TRILANTIC CAPITAL PARTNERS VI | $13,193,798 | F |
| TRUEBRIDGE CAPITAL PTRS FUNDS | $33,398,081 | F |
| VARDE CREDIT PARTNERS | $31,492,280 | F |
| VARDE FUND IX, X, XI, XII&XIII | $19,009,368 | F |
| WARBURG PINCUS X | $274,582 | F |
| WELLINGTON ARCHIPELAGO | $14,963,460 | F |
| WELLINGTON BAY POND | $52,519 | F |
| WELLINGTON CTF EMERGING MKTS | $43,137,732 | F |
| WHI REAL ESTATE PARTNERS V | $10,975,238 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $778,091,905 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $138,231,163 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $83,388,568 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $83,388,568 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,842,595 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,916,071 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,916,071 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,758,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,067,773 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $45,067,773 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,916,071 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,551,691 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,467,762 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,535,535 | 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 $15,551,691 | 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 | $188,631,741 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $96,469,125 |
| North America | 0 | 0 | Investments | $36,345,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $321,446,197 | SubtotalSpentAmt |
| Total Spent | $321,446,197 | 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 (96 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALAMANCE COMMUNITY COLLEGE FNDN INC | |||||||
| 1247 JIMMIE KERR ROAD | GRAHAM | NC | 27253 | 581511004 | 501(C)(3) | $200,000 | SEE PART IV |
| BARTON COLLEGE | |||||||
| PO BOX 5000 | WILSON | NC | 27893 | 560529933 | 501(C)(3) | $340,000 | SEE PART IV |
| BLACK RIVER HEALTH SERVICES INC | |||||||
| 301 S CAMPBELL ST | BURGAW | NC | 28425 | 237356223 | 501(C)(3) | $1,500,000 | SEE PART IV |
| BRUNSWICK COMMUNITY COLLEGE | |||||||
| PO BOX 30 | SUPPLY | NC | 28462 | 561255943 | ED TAX EXEM | $1,000,000 | SEE PART IV |
| CABARRUS ROWAN COMM HEALTH CENTERS | |||||||
| 202D MCGILL AVE NW | CONCORD | NC | 28025 | 611459826 | 501(C)(3) | $200,000 | SEE PART IV |
| CAPE FEAR COMMUNITY COLLEGE | |||||||
| 411 NORTH FRONT STREET | WILMINGTON | NC | 28401 | 560792881 | ED TAX EXEM | $900,000 | SEE PART IV |
| CARTERET COMMUNITY COLLEGE | |||||||
| 3505 ARENDELL ST | MOREHEAD CITY | NC | 28557 | 560894932 | ED TAX EXEM | $750,000 | SEE PART IV |
| CATAWBA VALLEY COMMUNITY COLLEGE | |||||||
| 2550 HIGHWAY 70 SE | HICKORY | NC | 28602 | 560792028 | ED TAX EXEM | $200,000 | SEE PART IV |
| CITY OF ALBEMARLE | |||||||
| PO BOX 190 | ALBEMARLE | NC | 28001 | 566001163 | GOV'T ENTITY | $1,013,100 | SEE PART IV |
| CITY OF ASHEVILLE | |||||||
| PO BOX 7148 | ASHEVILLE | NC | 288027148 | 566000224 | GOV'T ENTITY | $150,000 | SEE PART IV |
| CITY OF BOILING SPRING LAKES | |||||||
| 9 E BOILING | Boiling SPRING LAKES | NC | 28461 | 566034506 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF CLAREMONT | |||||||
| PO BOX 446 | CLAREMONT | NC | 28610 | 566018221 | GOV'T ENTITY | $50,000 | SEE PART IV |
| CITY OF CLINTON | |||||||
| 221 LISBON STREET | CLINTON | NC | 28328 | 566001204 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF KINSTON | |||||||
| PO BOX 339 | KINSTON | NC | 28502 | 566001259 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF LAURINBURG | |||||||
| PO BOX 249 | LAURINBURG | NC | 28353 | 566001263 | GOV'T ENTITY | $1,200,000 | SEE PART IV |
| CITY OF MORGANTON | |||||||
| 305 E UNION STE A100 | MORGANTON | NC | 28655 | 566000234 | GOV'T ENTITY | $250,000 | SEE PART IV |
| CITY OF NEW BERN | |||||||
| PO BOX 1129 | NEW BERN | NC | 285631129 | 566000235 | GOV'T ENTITY | $249,760 | SEE PART IV |
| CITY OF OXFORD | |||||||
| PO BOX 1307 | OXFORD | NC | 27565 | 566001306 | GOV'T ENTITY | $125,000 | SEE PART IV |
| CITY OF ROCKY MOUNT | |||||||
| PO BOX 1180 | ROCKY MOUNT | NC | 278021180 | 566001323 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| CITY OF STATESVILLE NC | |||||||
| PO BOX 1111 | STATESVILLE | NC | 28687 | 560001345 | GOV'T ENTIT | $168,650 | SEE PART IV |
| CITY OF WHITEVILLE | |||||||
| PO BOX 607 | WHITEVILLE | NC | 28472 | 566001372 | GOV'T ENTITY | $249,880 | SEE PART IV |
| CITY OF WILMINGTON | |||||||
| PO BOX 1810 | WILMINGTON | NC | 28402 | 566000239 | GOV'T ENTITY | $250,000 | SEE PART IV |
| COASTAL CAROLINA COMMUNITY COLLEGE | |||||||
| 444 WESTERN BLVD | JACKSONVILLE | NC | 28546 | 560851326 | GOV'T ENTITY | $500,000 | SEE PART IV |
| COASTAL CAROLINA REG AIRPORT AUTHORITY | |||||||
| 200 TERMINAL DRIVE | NEW BERN | NC | 28562 | 561303065 | GOV'T ENTITY | $753,700 | SEE PART IV |
| COUNTY OF ASHE | |||||||
| 150 GOVERNMENT CIRCLE | JEFFERSON | NC | 28640 | 566000274 | GOV'T ENTITY | $1,420,035 | SEE PART IV |
| COUNTY OF BERTIE | |||||||
| PO BOX 5630 | WINDSOR | NC | 27983 | 566000276 | GOV'T ENTITY | $250,000 | 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 | $50,000 | SEE PART IV |
| COUNTY OF CURRITUCK | |||||||
| 153 COURTHOUSE RD | CURRITUCK | NC | 27929 | 566000292 | GOV'T ENTITY | $250,000 | SEE PART IV |
| COUNTY OF DARE | |||||||
| PO BOX 1000 | MANTEO | NC | 27954 | 566000293 | GOV'T ENTITY | $250,000 | SEE PART IV |
| COUNTY OF DUPLIN | |||||||
| PO BOX 910 | KENANSVILLE | NC | 28349 | 566000296 | GOV'T ENTITY | $999,150 | SEE PART IV |
| COUNTY OF GREENE | |||||||
| 229 KINGOLD BLVD | SNOW HILL | NC | 28580 | 566000304 | GOV'T ENTITY | $50,000 | SEE PART IV |
| COUNTY OF LENOIR | |||||||
| PO BOX 3289 | KINSTON | NC | 28501 | 566000314 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| COUNTY OF MCDOWELL | |||||||
| 60 E COURT STREET | MARION | NC | 28752 | 566000318 | GOV'T ENTITY | $1,378,550 | SEE PART IV |
| COUNTY OF PITT | |||||||
| 1717 W 5TH STREET | GREENVILLE | NC | 27834 | 566000332 | GOV'T ENTITY | $1,600,000 | SEE PART IV |
| COUNTY OF RANDOLPH | |||||||
| 725 MCDOWELL ROAD | ASHEBORO | NC | 27205 | 566001526 | GOV'T ENTITY | $1,645,000 | SEE PART IV |
| COUNTY OF ROBESON | |||||||
| 701 NORTH ELM STREET | LUMBERTON | NC | 28358 | 566001286 | GOV'T ENTITY | $250,000 | SEE PART IV |
| COUNTY OF ROCKINGHAM | |||||||
| PO BOX 66 | WENTWORTH | NC | 27375 | 566001527 | GOV'T ENTITY | $1,000,000 | SEE PART IV |
| COUNTY OF SAMPSON | |||||||
| 406 COUNTY COMPLEX ROAD | CLINTON | NC | 28328 | 566000338 | GOV'T ENTITY | $265,112 | SEE PART IV |
| COUNTY OF STANLY | |||||||
| 201 SOUTH SECOND STREET | ALBEMARLE | NC | 28001 | 566001537 | GOV'T ENTITY | $248,440 | SEE PART IV |
| COUNTY OF WARREN | |||||||
| PO BOX 619 | WARRENTON | NC | 27589 | 566000348 | GOV'T ENTITY | $15,000 | SEE PART IV |
| CRAVEN COMMUNITY COLLEGE | |||||||
| 800 COLLEGE COURT | NEW BERN | NC | 28562 | 560893718 | ED TAX EXEM | $495,115 | SEE PART IV |
| DAVIDSON COUNTY SCHOOLS | |||||||
| PO BOX 2057 | LEXINGTON | NC | 272932057 | 566001018 | GOV'T ENTITY | $455,000 | SEE PART IV |
| FEAST DOWN EAST INC | |||||||
| PO BOX 55 | BURGAW | NC | 28425 | 320333038 | 501(C)(3) | $250,000 | SEE PART IV |
| GREATER WINSTON-SALEM DEVELOPMENT CORP | |||||||
| 525 VINE STREET | WINSTONSALEM | NC | 27101 | 510436665 | 501(C)(3) | $25,500 | SEE PART IV |
| JACKSON COUNTY ECONOMIC DEVELOPMENT | |||||||
| 401 GRINDSTAFF COVE RD | SYLVA | NC | 28779 | 566000310 | GOV'T ENTITY | $15,000 | SEE PART IV |
| JACKSONVILLE-ONSLOW ECO DEV PARTNERSHIP | |||||||
| 421 COURT ST | JACKSONVILLE | NC | 28540 | 263563855 | 501(C)(3) | $50,000 | SEE PART IV |
| JAMES SPRUNT COMMUNITY COLLEGE | |||||||
| PO BOX 398 | KENANSVILLE | NC | 28349 | 560892755 | GOV'T ENTITY | $1,075,000 | SEE PART IV |
| JOHNSTON COMMUNITY COLLEGE FNDN INC | |||||||
| PO Box 2350 | SMITHFIELD | NC | 27577 | 581663605 | 501(C)(3) | $443,000 | SEE PART IV |
| KELLY SERVICES INC | |||||||
| 999 W BIG BEAVER ROAD | TROY | MI | 48084 | 381510762 | $300,000 | SEE PART IV | |
| LENOIR COMMUNITY COLLEGE | |||||||
| PO BOX 188 | KINSTON | NC | 285020188 | 560753025 | ED TAX EXEM | $1,000,000 | SEE PART IV |
| MADISON COUNTY ECONOMIC DEVELOPMENT | |||||||
| 5707 US HWY 2570 | MARSHALL | NC | 28753 | 566000316 | GOV'T ENTITY | $24,550 | SEE PART IV |
| MCNC | |||||||
| PO BOX 12889 | DURHAM | NC | 277092889 | 581406628 | 501(C)(3) | $1,382,782 | SEE PART IV |
| NEAAAT | |||||||
| PO BOX 2889 | ELIZABETH CITY | NC | 27906 | 464978300 | 501(C)(3) | $500,000 | SEE PART IV |
| NORTH CAROLINA COASTAL FEDERATION | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | 581494098 | 501(C)(3) | $199,300 | SEE PART IV |
| NORTH CAROLINA COMMUNITY COLLEGE SYSTEM | |||||||
| 5016 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | 561288079 | GOV'T ENTITY | $2,060,000 | SEE PART IV |
| NC STATE EDUCATION ASSISTANCE AUTHORITY | |||||||
| PO Box 41046 | RALEIGH | NC | 27629 | 566172047 | GOV'T ENTITY | $3,119,660 | SEE PART IV |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 2601 WOLF VILLAGE WAY | RALEIGH | NC | 27695 | 566000756 | GOV'T ENTITY | $199,997 | SEE PART IV |
| PAMLICO COMMUNITY COLLEGE | |||||||
| PO BOX 185 | GRANTSBORO | NC | 28529 | 560894229 | GOV'T ENTITY | $500,000 | SEE PART IV |
| PARTNERS IN LEARNING | |||||||
| 2386 ROBIN RD | SALISBURY | NC | 28144 | 562116380 | 501(C)(3) | $300,000 | SEE PART IV |
| PUNGO CHRISTIAN ACADEMY FFA | |||||||
| 983 WEST MAIN STREET | BELHAVEN | NC | 27810 | 560906348 | 501(C)(3) | $46,575 | SEE PART IV |
| ROCKINGHAM COMMUNITY COLLEGE | |||||||
| PO BOX 38 | WENTWORTH | NC | 27289 | 560812577 | GOV'T ENTITY | $200,000 | SEE PART IV |
| RURAL ECONOMIC DEVELOPMENT CENTER INC | |||||||
| 4021 CARYA DR | RALEIGH | NC | 27610 | 561552375 | 501(C)(3) | $127,534 | SEE PART IV |
| SURRY COMMUNITY COLLEGE | |||||||
| 630 SOUTH MAIN STREET | DOBSON | NC | 27017 | 560841532 | ED TAX EXEM | $200,000 | SEE PART IV |
| THE UNIVERSITY OF NC AT CHAPEL HILL | |||||||
| 104 AIRPORT DR | CHAPEL HILL | NC | 275991350 | 566001393 | ED TAX EXEM | $200,000 | SEE PART IV |
| TOWN OF AURORA | |||||||
| PO BOX 86 | AURORA | NC | 27806 | 566001169 | GOV'T ENTITY | $725,000 | SEE PART IV |
| TOWN OF CANTON | |||||||
| 58 PARK STREET | CANTON | NC | 28716 | 566001192 | GOV'T ENTITY | $572,600 | SEE PART IV |
| TOWN OF HERTFORD | |||||||
| PO BOX 32 | HERTFORD | NC | 279440032 | 566001243 | GOV'T ENTITY | $90,000 | SEE PART IV |
| TOWN OF KENANSVILLE NC | |||||||
| 141 Routledge Street | KENANSVILLE | NC | 28349 | 566001255 | GOV'T ENTITY | $175,000 | SEE PART IV |
| TOWN OF KERNERSVILLE | |||||||
| PO BOX 728 | KERNERSVILLE | NC | 27284 | 561013949 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF LA GRANGE NORTH CAROLINA | |||||||
| PO BOX 368 | LA GRANGE | NC | 28551 | 566001260 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| TOWN OF MANTEO | |||||||
| PO BOX 246 | MANTEO | NC | 27954 | 566001279 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF MAXTON | |||||||
| 201 MCCASKILL AVENUE | MAXTON | NC | 28364 | 566001284 | GOV'T ENTITY | $122,500 | SEE PART IV |
| TOWN OF MAYSVILLE | |||||||
| PO BOX 869 | MAYSVILLE | NC | 28555 | 560946816 | GOV'T ENTITY | $748,644 | SEE PART IV |
| TOWN OF MORRISVILLE | |||||||
| 100 TOWN HALL DRIVE | MORRISVILLE | NC | 27560 | 561065616 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF NAGS HEAD | |||||||
| PO BOX 99 | NAGS HEAD | NC | 27959 | 566034273 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF NASHVILLE | |||||||
| PO BOX 987 | NASHVILLE | NC | 27856 | 566001300 | GOV'T ENTITY | $407,550 | SEE PART IV |
| TOWN OF PITTSBORO | |||||||
| PO BOX 759 | PITTSBORO | NC | 27312 | 566001311 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF PRINCETON | |||||||
| PO BOX 67 | PRINCETON | NC | 27569 | 566017367 | GOV'T ENTITY | $36,529 | SEE PART IV |
| TOWN OF SELMA | |||||||
| 114 NORTH RAIFORD ST | SELMA | NC | 27576 | 566001331 | GOV'T ENTITY | $137,500 | SEE PART IV |
| TOWN OF SILER CITY | |||||||
| 311 N SECOND AVENUE | SILER CITY | NC | 27344 | 566001334 | GOV'T ENTITY | $9,962,860 | SEE PART IV |
| TOWN OF TABOR CITY | |||||||
| PO DRAWER 655 | TABOR CITY | NC | 28463 | 566001349 | GOV'T ENTITY | $175,000 | SEE PART IV |
| TOWN OF TRENT WOODS | |||||||
| 898 CHELSEA ROAD | TRENT WOODS | NC | 28562 | 561015997 | GOV'T ENTITY | $200,000 | SEE PART IV |
| TOWN OF WALLACE | |||||||
| PO Box 849 | WALLACE | NC | 28466 | 566001361 | GOV'T ENTITY | $175,000 | SEE PART IV |
| TOWN OF WEST JEFFERSON | |||||||
| PO BOX 490 | WEST JEFFERSON | NC | 28694 | 566001371 | GOV'T ENTITY | $250,000 | SEE PART IV |
| TOWN OF WHITE LAKE | |||||||
| 1879 WHITE LAKE DR | WHITE LAKE | NC | 28337 | 566021446 | GOV'T ENTITY | $82,500 | SEE PART IV |
| TRIANGLE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 128 | BAYBORO | NC | 28515 | 561945679 | 501(C)(3) | $77,278 | SEE PART IV |
| UNIVERSITY OF MOUNT OLIVE INC | |||||||
| 634 HENDERSON STREET | MOUNT OLIVE | NC | 28365 | 560623936 | ED TAX EXEM | $699,707 | SEE PART IV |
| UWHARRIE CHARTER ACADEMY | |||||||
| 207 EAGLE LANE | ASHEBORO | NC | 272050846 | 452400428 | 501(C)(3) | $164,000 | SEE PART IV |
| VILLAGE OF CLEMMONS | |||||||
| 3715 CLEMMONS RD | CLEMMONS | NC | 27012 | 561552511 | GOV'T ENTITY | $618,100 | SEE PART IV |
| COUNTY OF Washington | |||||||
| PO BOX 1007 | PLYMOUTH | NC | 27962 | 566000349 | GOV'T ENTITY | $50,000 | SEE PART IV |
| WAYNE COMMUNITY COLLEGE | |||||||
| PO BOX 8002 | GOLDSBORO | NC | 275338002 | 560792849 | ED TAX EXEM | $225,000 | SEE PART IV |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 4121 LITTLE SAVANNAH RD | CULLOWHEE | NC | 28723 | 566001440 | ED TAX EXEM | $478,803 | SEE PART IV |
| WILKES COMMUNITY COLLEGE | |||||||
| PO BOX 120 | WILKESBORO | NC | 28697 | 560846669 | GOV'T ENTITY | $200,000 | SEE PART IV |
| WILKES ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 213 NINTH STREET | NORTH WILKESBORO | NC | 28659 | 561957642 | 501(C)(3) | $50,000 | SEE PART IV |
| WINSTON-SALEMFORSYTH COUNTY SCHOOLS | |||||||
| 475 CORP SQUARE DR | WINSTONSALEM | NC | 27105 | 560795164 | ED TAX EXEM | $317,498 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 95 | 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. ADDRESSING THE HEALTHCARE WORKFORCE CRISES: STARTING A PRACTICAL NURSING PROGRAM AT ALAMANCE COMMUNITY COLLEGE 2. BARTON COLLEGE NURSING PROGRAM EXPANSION 3. DEVELOPMENT OF A RURAL FAMILY MEDICINE TEACHING CLINIC IN PENDER COUNTY 4. ER-E3 EMERGENCY RESPONDER - EDUCATION, EQUIPMENT & EMPLOYMENT 5. NORTHERN ROWAN HEALTH CENTER EXPANSION 6. CLOSING THE CONSTRUCTION INDUSTRY WORKFORCE SKILLS GAP 7. EXPANDING CARTERET COMMUNITY COLLEGE'S NURSING PROGRAM 8. BRINGING MSC II TESTING SERVICES TO SCALE 9. LITTLE LONG CREEK 2 WATERSHED PLAN & ABC Site Prep 10. SWANNANOA RIVER ROAD FLOOD MITIGATION AND DAMAGE REDUCTION FEASIBILITY STUDY 11. HOLLY, WALNUT AND REDWOOD STORMWATER PROJECT 12. CLAREMONT INTERNATIONAL RAIL PARK 13. CLINTON WEEKS STREET HAZARD MITIGATION PROJECT 2022 14. Engineering Costs for Planning and Development of Flood Mitigation Solutions for the Adkin Branch Stream 15. PROJECT LEAP FROG 16. BETHEL PARK STREAM RESTORATION PHASE 1 17. ROSE STREET PUMP RETROFIT 18. OXFORD STORMWATER MASTER PLAN 19. BETTS PARKWAY/PEELE ROAD WATER/SEWER EXTENSION 20. LUCILLE STREET PROJECT 21. WHITEVILLE FLOODPRINT: ENGINEERING EXPENSES FOR THE MOLLIE'S BRANCH STREAM RESTORATION PROJECT 22. CLEAR RUN 23. WELDING ACROSS THE COUNTY 24. COASTAL CAROLINA BUSINESS PARK DEVELOPMENT 25. GRADING AT ASHE COUNTY BUSINESS PARK SITE & Ashe Regional Agricultural Center 26. BERTIE COUNTY TEACHER HOUSING INITIATIVE 27. CALDWELL COUNTY EVERGREENET 28. SOUTHEAST REGIONAL PARK SITE DEVELOPMENT 29. BONITO ST. STORMWATER IMPROVEMENTS 30. ROANOKE ISLAND DRAINAGE IMPROVEMENTS 31. DUPLIN COUNTY 2022 GOLDEN LEAF WATER SUPPLY WELL PROJECT 32. DEVELOPMENT OF SNOW HILL BUSINESS AND HEALTHCARE CAMPUS 33. HIGHWAY 70 INDUSTRIAL PARK INFRASTRUCTURE IMPROVEMENT PROJECT 34. UNIVERSAL TECHNOLOGY PARK PHASE II 35. AYDEN WATER SYSTEM IMPROVEMENTS & Greenville Wastewater Expansion 36. PROJECT RED OAK & I-74 Industrial Center Development 37. PROJECT MT. ST. HELENS 38. DEVELOPMENT SITE GRANT FOR EDEN NEW STREET SITE 39. SAMPSON SOUTHEAST BUSINESS CENTER SITE DEVELOPMENT 40. RIVERSTONE INDUSTRIAL PARK CLEARING & GRADING 41. WARREN COUNTY SITE IDENTIFICATION 42. VOLT COMPLETION PROJECT - HEAVY EQUIPMENT/LIGHT MANUFACTURER INCUBATOR 43. SOUTH DAVIDSON WELDING PROGRAM 44. FEAST DOWN EAST AGRICULTURAL DISTRIBUTION OPPORTUNITIES 45. TANGLEWOOD BUSINESS PARK 46. JACKSON SITE ID 47. CAMP DAVIS INDUSTRIAL PARK, PHASE III 48. EQUIPPING INDUSTRY & BUILDING FUTURES 49. TRUCK DRIVER TRAINING SCHOOL EXPANSION 50. DIRECT SOURCING 51. AVIATION ACADEMY: A COMMUNITY COLLEGE AND K-12 COLLABORATION 52. MADISON COUNTY INDUSTRIAL PARK 53. EASTERN NORTH CAROLINA BROADBAND HERO PROJECT: HIGH-SPEED ECONOMIES FOR RURAL OPPORTUNITY 54. NEAAAT CAREER CENTER 55. SHELLFISH AQUACULTURE HUB IN CARTERET COUNTY 56. GOLDEN LEAF COMMUNITY COLLEGES SCHOLARSHIP: 2023-2024 57. GOLDEN LEAF SCHOLARSHIP PROGRAM (2023-2024) 58. FOOD SAFETY TRAINING FOR FRONTLINE EMPLOYEES: A PROGRAM TO ENHANCE WORKFORCE STABILITY IN RURAL NORTH CAROLINA 59. HEALTHCARE ALLIANCE PROJECT 60. PARTNERING FOR OUR FUTURE 61. EDUCATING THE WORKFORCE OF TOMORROW 62. INDUSTRIAL TECHNOLOGIES II BUILDING RENOVATION - WELDING EXPANSION 63. GOLDEN LEAF RURAL INTERNSHIP INITIATIVE FY2022-2023 64. TRUCK DRIVING PROGRAM 65. CAROLINA ACROSS 100: OUR STATE, OUR WORK - CONNECTING YOUNG ADULTS WITH THEIR FUTURE 66. TOWN OF AURORA DRAINAGE DITCH AND TRIBUTARY MAINTENANCE AND EASEMENT PLAN & Town of Aurora Industrial Park Infrastructure 67. MEADOWBROOK DRIVE CULVERT REPLACEMENT PROJECT, Skyline Drive Culvert Replacement Project, & Rhoda Street Flood Improvements Project 68. TOWN OF HERTFORD STORMWATER MASTER PLAN 69. STORMWATER MAPPING AND ASSESSMENT 70. THOMAS DRAKE CT PROJECT 71. LA GRANGE ECONOMIC DEVELOPMENT SITE #1 72. AGONA AREA DRAINAGE PROJECT 73. STORMWATER ASSESSMENT AND PLAN 74. MAYSVILLE WORKFORCE DEVELOPMENT PROJECT 75. WOLFSNARE LANE CULVERT IMPROVEMENT PROJECT 76. OLD NAGS HEAD PLACE DRAINAGE AND IMPROVEMENT PROJECT 77. NASHVILLE BUSINESS CENTER ROUGH GRADING 78. PITTSBORO ELEMENTARY SCHOOL ROAD CULVERT PROJECT 79. PRINCETON BUSINESS IMPROVEMENT DISTRICT DRAINAGE STUDY, REPAIR, & REPLACEMENT 80. SELMA FLOOD MITIGATION MODELING 81. PROJECT HIBERNIAN SEWER EXTENSION PROJECT & Loves Creek Tributary 2 Flood Study 82. HICKMAN ROAD STORMWATER IMPROVEMENTS 83. TRENT WOODS MASTER DRAINAGE PLAN 84. WALLACE STORMWATER MAPPING PROJECT 85. DOWNTOWN STORMWATER DETENTION 86. WHITE LAKE STORMWATER MANAGEMENT PLAN 87. NEW FIRE STATION 88. NURSING SIMULATION LABORATORY & Infrastructural Development and Support for the Shady Grove Educational Livestock Facility 89. UCA CAREER ACADEMY 90. GREENDALE WAY CULVERT REPLACEMENT, North Lakeshore Drive Culvert Replacement, & Bridle Path Culvert Replacement 91. WASHINGTON COUNTY INDUSTRIAL PREPARATION PROJECT 92. WCC SKILLS TRAINING & CAREER EXPLORATION INITIATIVE 93. ROBOTICS AND AUTOMATION STUDIO FOR ADVANCED MANUFACTURING INNOVATION 94. WELDING LAB EXPANSION AND UPGRADE 95. WILKES INDUSTRIAL PARK 96. HIGH SCHOOL AEROSPACE WORKFORCE DEVELOPMENT PIPELINE |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRI ADOU-DY | ||||||||||||||
| DIR OF PROGRAMS/PROGRAMS ADMIN | $116,827 | $0 | $3,000 | $0 | $1,188 | $0 | $12,415 | $0 | $18,676 | $0 | $152,106 | $0 | $0 | $0 |
| JONATHAN P BOYD | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $129,695 | $0 | $0 | $0 | $162 | $0 | $13,549 | $0 | $11,596 | $0 | $155,002 | $0 | $0 | $0 |
| ERICA SMITH | ||||||||||||||
| CONTROLLER | $138,237 | $0 | $0 | $0 | $165 | $0 | $14,019 | $0 | $20,823 | $0 | $173,244 | $0 | $0 | $0 |
| KASEY E GINSBERG | ||||||||||||||
| VP/CHIEF OF STAFF | $133,189 | $0 | $4,000 | $0 | $162 | $0 | $14,186 | $0 | $11,628 | $0 | $163,165 | $0 | $0 | $0 |
| SCOTT T HAMILTON | ||||||||||||||
| PRESIDENT/CEO | $239,430 | $0 | $10,000 | $0 | $1,188 | $0 | $25,852 | $0 | $10,935 | $0 | $287,405 | $0 | $0 | $0 |
| EDWARD P LORD | ||||||||||||||
| SVP/GENERAL COUNSEL | $180,099 | $0 | $4,000 | $0 | $414 | $0 | $19,685 | $0 | $22,370 | $0 | $226,568 | $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, 7B: | 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 MAY NOT AMEND ITS ARTICLES OF INCORPORATION WITHOUT THE APPROVAL OF THE NORTH CAROLINA GENERAL ASSEMBLY. |
| 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 REVIEWED THE FORM 990 AND, PRIOR TO ITS FILING, RECOMMENDED APPROVAL TO THE FULL BOARD. |
| 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 $15,551,691 |
| 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, 2024 AND WILL BE COMPLETED BY THE DUE DATE. |