THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2021
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
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-17
- IRS object ID
- 202242909349300419
- Schema version
- 2021v4.2
- 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 | 2022-10-17T07:52:36-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Peachtree Street Suite 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303094516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | 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 | SCOTT T HAMILTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2524427474 | PhoneNum |
| Signature | 2022-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | T HAMILTON | 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 | 4046886841 | PhoneNum |
| Preparation | 2022-10-11 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $381,136,407 | 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 | 21 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $346,999 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $95,710,093 | PYContributionsGrantsAmt |
| CY Contributions Grants | $42,778,981 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,190,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $84,903,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $181,900,922 | PYTotalRevenueAmt |
| CY Total Revenue | $127,682,126 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $135,774,769 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $126,685,340 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,248,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,411,361 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,536,444 | PYOtherExpensesAmt |
| CY Other Expenses | $3,950,365 | CYOtherExpensesAmt |
| PY Total Expenses | $141,559,804 | PYTotalExpensesAmt |
| CY Total Expenses | $133,047,066 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,341,118 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,364,940 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,379,237,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,203,014,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,263,791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $218,513,934 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,224,973,351 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $984,500,519 | 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 | $128,584,666 | ExpenseAmt |
| Grant | $126,685,340 | 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 | $128,584,666 | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | 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 | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| 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) | $242,789 | $0 | $36,926 | |
| Edward P Lord | |||||||
| SVP/General Counsel | 40.0 | 0.0 | Yes (X) | $168,061 | $0 | $37,700 | |
| Beth A Edmondson | |||||||
| Controller | 30.0 | 0.0 | Yes (X) | $121,603 | $0 | $28,218 | |
| Kasey E Ginsberg | |||||||
| Dir of Programs/External Affai | 40.0 | 0.0 | Yes (X) | $122,028 | $0 | $22,331 | |
| Terri Adou-dy | |||||||
| Dir of Programs/Programs Admin | 40.0 | 0.0 | Yes (X) | $112,708 | $0 | $28,993 | |
| Jonathan P Boyd | |||||||
| Director of Investments | 40.0 | 0.0 | Yes (X) | $118,596 | $0 | $22,096 | |
| Marilyn M Chism | |||||||
| Director of Programs | 40.0 | 0.0 | Yes (X) | $108,061 | $0 | $10,802 | |
| Darryl Moss | |||||||
| Director | 3.0 | 0.0 | $1,872 | $0 | $0 | Yes (X) | |
| Jerome Vick | |||||||
| Director | 3.0 | 0.0 | $1,664 | $0 | $0 | Yes (X) | |
| Bobbie J Richardson | |||||||
| Secretary | 3.0 | 0.0 | Yes (X) | $1,560 | $0 | $0 | Yes (X) |
| Murchison Biggs | |||||||
| 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) | |
| Ralph Strayhorn III | |||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | $1,248 | $0 | $0 | Yes (X) |
| Randy Isenhower | |||||||
| Director | 3.0 | 0.0 | $1,040 | $0 | $0 | Yes (X) | |
| Charles P Brown | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| S Lawrence Davenport | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Barry Z Dodson | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Donald E Flow | |||||||
| Board Chair | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Laurence Lilley | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Brian Raynor | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Johnathan Rhyne Jr | |||||||
| Treasurer/Asst. Secretary | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lee Roberts | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Thomas F Taft Sr | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Erica smith | |||||||
| controller | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,003,726 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $187,066 | 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 |
|---|---|---|---|---|---|
| Wellington Management | |||||
| 280 Congress Street | BOSTON | MA | 02110 | INVESTMENT MGMT | $686,109 |
| Silchester International Investors | |||||
| 780 Third Avenue 42nd Floor | NEW YORK | NY | 10017 | Investment MGMT | $631,196 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | INVEST. CONSULTING | $335,098 |
| Acadian Asset Management LLC | |||||
| 260 Franklin Street 21st Floor | BOSTON | MA | 02110 | Investment MGMT | $199,095 |
| Sit Fixed Income Advisors LLC | |||||
| 80 South 8th Street Suite 3300 | MINNEAPOLIS | MN | 55402 | Investment MGMT | $242,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $42,500,000 | GovernmentGrantsAmt |
| All Other Contributions | $278,981 | AllOtherContributionsAmt |
| Total Contributions | $42,778,981 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,919,713 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $346,999 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,572,714 | 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 | $323,437,713 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $253,454,281 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,983,432 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,983,432 | TotalRevenueColumnAmt |
| Exclusion | $69,983,432 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,682,126 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $346,999 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,556,146 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,685,340 | TotalAmt |
| Program Services | $126,685,340 | 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 | $1,178,746 | TotalAmt |
| Program Services | $772,240 | ProgramServicesAmt |
| Management And General | $406,506 | 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 | $842,996 | TotalAmt |
| Program Services | $593,428 | ProgramServicesAmt |
| Management And General | $249,568 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,052 | TotalAmt |
| Program Services | $58,167 | ProgramServicesAmt |
| Management And General | $20,885 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,838 | TotalAmt |
| Program Services | $136,363 | ProgramServicesAmt |
| Management And General | $43,475 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,729 | TotalAmt |
| Program Services | $88,887 | ProgramServicesAmt |
| Management And General | $41,842 | 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 | $203,029 | TotalAmt |
| Management And General | $203,029 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,560 | TotalAmt |
| Management And General | $73,560 | 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 | $2,887,959 | TotalAmt |
| Management And General | $2,887,959 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,011 | TotalAmt |
| Program Services | $202,011 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,193 | TotalAmt |
| Management And General | $78,193 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,109 | TotalAmt |
| Management And General | $50,109 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,660 | TotalAmt |
| Management And General | $140,660 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,897 | TotalAmt |
| Management And General | $85,897 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,255 | TotalAmt |
| Program Services | $39,034 | ProgramServicesAmt |
| Management And General | $3,221 | 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 | $19,228 | TotalAmt |
| Management And General | $19,228 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BOARD OF DIRECTORS EXPENSES | $61,747 | $61,747 | |
| CAPITAL OUTLAYS | $55,387 | $55,387 | |
| DUES AND MEMBERSHIPS | $13,122 | $13,122 | |
| MEETINGS | $9,196 | $9,196 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,012 | TotalAmt |
| Management And General | $28,012 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,047,066 | TotalAmt |
| Program Services | $128,584,666 | ProgramServicesAmt |
| Management And General | $4,462,400 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,403 | BOYAmt |
| EOY | $1,810,078 | 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 | $3,711,210 | BOYAmt |
| EOY | $3,298,854 | 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 | $29,732 | BOYAmt |
| EOY | $24,776 | 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 | $127,707 | BOYAmt |
| EOY | $120,181 | EOYAmt |
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 | $458,655,275 | BOYAmt |
| EOY | $484,216,526 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,714,815 | BOYAmt |
| EOY | $713,544,038 | 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 | $1,379,237,142 | BOYAmt |
| EOY | $1,203,014,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,425 | BOYAmt |
| EOY | $269,711 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,026,366 | BOYAmt |
| EOY | $218,244,223 | 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 | $154,263,791 | BOYAmt |
| EOY | $218,513,934 | 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 | $1,224,973,351 | BOYAmt |
| EOY | $984,500,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,224,973,351 | BOYAmt |
| EOY | $984,500,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,237,142 | BOYAmt |
| EOY | $1,203,014,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,364,940 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$240,742,095 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,634,203 | OtherChangesInNetAssetsAmt |
| 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 | $47,744,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,739,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,706,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,710,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,778,981 | CurrentTaxYearAmt |
| Total | $286,680,506 | 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 | $47,744,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,739,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,706,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,710,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,778,981 | CurrentTaxYearAmt |
| Total | $286,680,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $286,680,506 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,527,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,891,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,352,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,741,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,919,713 | CurrentTaxYearAmt |
| Total | $73,432,493 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $12,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $360,125,605 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79606 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80506 | 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 | $7,859 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,859 | 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 DIRECTOR OF PROGRAMS/EXTERNAL AFFAIRS 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 (39 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AG REALTY FND VII(TE),VIII, X | $12,880,262 | F |
| AURORA VENTURES IV & V | $564,775 | F |
| BAIN CAPITAL REAL ESTATE II-B | $5,577,505 | F |
| BEACON CPTL STRTEGIC PTRS VI | $37,557 | F |
| BRIGHTSTAR CAPITAL PARTNERS II | $11,707,841 | F |
| CANTILLON GLOBAL EQUITY FUND | $81,984,374 | F |
| CARLYLE VENTURE PARTNERS II,LP | $21,296 | F |
| CARNELIAN ENERGY CAPITAL IV,LP | $131,002 | F |
| CAROUSEL CAPITAL PTRS IV,V& VI | $16,039,936 | F |
| COLONY INVESTORS VIII, L.P | $3,049 | F |
| DENHAM CMDTY PRTNRS FUND V&VIA | $3,168,268 | F |
| ENCAP ENERGY CAPITAL FUNDS | $32,168,004 | F |
| FARALLON CAPITAL INSTITUTIONAL | $41,126,468 | F |
| FPA HAWKEYE FUND, LLC | $27,466,752 | F |
| KING STREET CAPITAL, LTD | $3,227,111 | F |
| LEXINGTON CAPITAL PTRS V& VI-A | $133,132 | F |
| LONE CASCADE, L.P | $49,231,726 | F |
| MATLIN PATTERSON GLOBAL OPP | $16,707 | F |
| MATRIX CAPITAL MGMT FD (OFSHR) | $42,738,847 | F |
| NB SECONDARY OPP FUND V, L.P | $1,565,887 | F |
| NORTH ROCK FUND, LTD. | $51,703,590 | F |
| NUT TREE OFFSHORE FUND, LTD | $45,587,024 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $259,470 | F |
| SCULPTOR OVERSEAS FUND II | $1,455,420 | F |
| SCULPTOR REAL ESTATE FUND III | $1,794,889 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $546,145 | F |
| SILCHESTER INTL VALUE EQUITY | $64,325,837 | F |
| TA REALTY ASSOC. FUND X UTP | $6,946 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $44,130,476 | F |
| TRILANTIC CAPITAL PARTNERS VI | $11,410,780 | F |
| TRUEBRIDGE CAPITAL PTRS FUNDS | $37,736,164 | F |
| VARDE CREDIT PARTNERS | $28,912,200 | F |
| VARDE FUND IX, X, XI, XII&XIII | $22,040,647 | F |
| WARBURG PINCUS X | $314,070 | F |
| WELLINGTON ARCHIPELAGO | $23,505,390 | F |
| WELLINGTON BAY POND | $80,528 | F |
| WELLINGTON CTF EMERGING MKTS | $42,677,076 | F |
| WHI REAL ESTATE PARTNERS V | $7,261,101 | F |
| THOMAS H LEE EQUITY FUND VI | $5,786 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $713,544,038 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | -$115,947,928 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$240,742,095 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$240,742,095 | RevenueNotReportedAmt |
| Revenue Subtotal | $124,794,167 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,887,959 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,887,959 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $127,682,126 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $124,524,904 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $124,524,904 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,887,959 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,634,203 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,522,162 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $133,047,066 | 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 $5,634,203 | 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 | $195,465,575 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $81,984,374 |
| North America | 0 | 0 | Investments | $23,879,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $301,329,911 | SubtotalSpentAmt |
| Total Spent | $301,329,911 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | 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 (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aces for Autism | |||||||
| PO Box 3986 | Greenville | NC | 27836 | 471634440 | 501(c)(3) | $500,000 | SEE PART IV |
| Alexander County Economic Dev Corp | |||||||
| 621 Liledoun Road | Taylorsville | NC | 28681 | 204238865 | 501(c)(3) | $632,412 | SEE PART IV |
| Asheville-Buncombe Comm Christian Ministry Inc | |||||||
| 20 20th street | Asheville | NC | 28806 | 560945001 | 501(c)(3) | $296,794 | SEE PART IV |
| Blue Ridge Community College | |||||||
| 180 West Campus Dr | Flat Rock | NC | 28731 | 560941830 | ED TAX EXEMPT | $1,000,000 | SEE PART IV |
| Brunswick Community College | |||||||
| PO Box 30 | Supply | NC | 28462 | 561255943 | ED TAX EXEMPT | $200,000 | SEE PART IV |
| Center for Creative Leadership | |||||||
| One Leadership Place | Greensboro | NC | 27410 | 237079591 | 501(c)(3) | $428,976 | SEE PART IV |
| Center for Science Tech & Leadership Dev Inc | |||||||
| PO Box 165 | Bethel | NC | 27812 | 452813878 | 501(c)(3) | $180,800 | SEE PART IV |
| Central Carolina Community College | |||||||
| 1105 Kelly Drive | Sanford | NC | 27330 | 560794261 | GOV'T ENTITY | $498,924 | SEE PART IV |
| City of Dunn | |||||||
| PO Box 1065 | Dunn | NC | 28335 | 566001214 | GOV'T ENTITY | $50,000 | SEE PART IV |
| City of Elizabeth City | |||||||
| 306 EColonial Ave | Elizabeth City | NC | 27909 | 566000226 | GOV'T ENTITY | $100,000 | SEE PART IV |
| City of Fayetteville Dept of Eco & Comm Dev | |||||||
| 433 Hay Street | Fayetteville | NC | 28301 | 566001226 | GOV'T ENTITY | $965,830 | SEE PART IV |
| City of Jacksonville | |||||||
| PO Box 128 | Jacksonville | NC | 285410128 | 566000232 | GOV'T ENTITY | $1,000,000 | SEE PART IV |
| City of Laurinburg | |||||||
| PO Box 249 | Laurinburg | NC | 28353 | 566001263 | GOV'T ENTITY | $850,000 | SEE PART IV |
| City of Lumberton | |||||||
| PO Drawer 1388 | Lumberton | NC | 283591388 | 566001274 | GOV'T ENTITY | $250,000 | SEE PART IV |
| City of Monroe | |||||||
| 300 West Crowell St | Monroe | NC | 28112 | 566001289 | GOV'T ENTITY | $554,070 | SEE PART IV |
| City of Mount Airy | |||||||
| 300 South Main St | Mount Airy | NC | 270300070 | 566001293 | GOV'T ENTITY | $39,650 | SEE PART IV |
| City of Sanford | |||||||
| PO Box 3729 | Sanford | NC | 27330 | 566001328 | GOV'T ENTITY | $50,000,000 | SEE PART IV |
| City of Thomasville | |||||||
| PO Box 368 | Thomasville | NC | 273600368 | 566001352 | GOV'T ENTITY | $1,100,000 | SEE PART IV |
| College of the Albemarle | |||||||
| 1208 North Rd St | Elizabeth City | NC | 27909 | 566024012 | GOV'T ENTITY | $132,500 | SEE PART IV |
| County of Burke | |||||||
| 200 Avery Ave | Morganton | NC | 28655 | 566000280 | GOV'T ENTITY | $659,850 | SEE PART IV |
| County of Cumberland | |||||||
| 414 Ray Ave | Fayetteville | NC | 28301 | 566000291 | GOV'T ENTITY | $937,600 | SEE PART IV |
| County of Halifax | |||||||
| PO Box 38 | Halifax | NC | 27839 | 566001836 | GOV'T ENTITY | $18,500 | SEE PART IV |
| County of McDowell | |||||||
| 60 E Court Street | Marion | NC | 28752 | 566000318 | GOV'T ENTITY | $952,000 | SEE PART IV |
| County of Montgomery | |||||||
| 102 East Spring Street | Troy | NC | 273710425 | 566000321 | GOV'T ENTITY | $15,000 | SEE PART IV |
| County of Nash | |||||||
| 120 W Washington St | Nashville | NC | 27856 | 566000323 | GOV'T ENTITY | $50,000 | SEE PART IV |
| County of Pender | |||||||
| 805 S Walker St | Burgaw | NC | 28425 | 566000329 | GOV'T ENTITY | $500,000 | SEE PART IV |
| County of Person | |||||||
| 304 S Morgan St | Roxboro | NC | 27573 | 566000331 | GOV'T ENTITY | $973,750 | SEE PART IV |
| County of Robeson | |||||||
| 701 N Elm St | Lumberton | NC | 28358 | 566000335 | GOV'T ENTITY | $35,500 | SEE PART IV |
| County of Rockingham | |||||||
| PO Box 66 | Wentworth | NC | 27375 | 566001527 | GOV'T ENTITY | $992,000 | SEE PART IV |
| County of Stanly | |||||||
| 201 S Second St | Albemarle | NC | 28001 | 566001537 | GOV'T ENTITY | $200,000 | SEE PART IV |
| County of Stokes | |||||||
| PO Box 20 | Danbury | NC | 27016 | 566000340 | GOV'T ENTITY | $15,000 | SEE PART IV |
| County of Transylvania | |||||||
| 101 S Broad St | Brevard | NC | 28712 | 566000343 | GOV'T ENTITY | $1,500,000 | SEE PART IV |
| East Yancey Water and Sewer District | |||||||
| 110 Town Square | Burnsville | NC | 28714 | 566000453 | GOV'T ENTITY | $1,000,000 | SEE PART IV |
| Elon University | |||||||
| 2615 Campus Box | Elon | NC | 27244 | 560532303 | 501(c)(3) | $100,000 | SEE PART IV |
| Fndn for Duplin County Ind & Biz Dev | |||||||
| PO Box 929 | Kenansville | NC | 28349 | 320286258 | 501(c)(3) | $441,000 | SEE PART IV |
| Goshen Medical Center Inc | |||||||
| 412 S W Center St | Faison | NC | 28341 | 561209062 | 501(c)(3) | $200,000 | SEE PART IV |
| Graham County Schools | |||||||
| 52 Moose Branch Rd | Robbinsville | NC | 28771 | 566001037 | GOV'T ENTITY | $511,500 | SEE PART IV |
| Greater Shekinah Glory Full Gospel Ministries | |||||||
| 818 820 New Br St | Jacksonville | NC | 28540 | 561912378 | 501(c)(3) | $20,521 | SEE PART IV |
| Haywood Community College | |||||||
| 185 Freedlander Dr | Clyde | NC | 28721 | 560894341 | ED TAX EXEMPT | $1,783,761 | SEE PART IV |
| Hights Inc | |||||||
| PO 865 | Cullowhee | NC | 28723 | 261566023 | 501(c)(3) | $703,176 | SEE PART IV |
| Kelly OCG | |||||||
| 999 W Big Beaver Rd | Troy | MI | 48084 | 381510762 | $240,000 | SEE PART IV | |
| Macon County (Macon County EDC) | |||||||
| 5 West Main St | Franklin | NC | 28734 | 566000930 | GOV'T ENTITY | $15,000 | SEE PART IV |
| Madison County | |||||||
| 258 Carolina Lane | Marshall | NC | 28753 | 566000316 | GOV'T ENTITY | $450,000 | SEE PART IV |
| Madison County Cooperative Extension | |||||||
| 258 Carolina Lane | Marshall | NC | 28753 | 271190235 | GOV'T ENTITY | $304,000 | SEE PART IV |
| Madison County Public Schools | |||||||
| 5738 US Hwy 25-70 | Marshall | NC | 28753 | 566001070 | ED TAX EXEMPT | $487,500 | SEE PART IV |
| Martin County Eco Dev Corporation | |||||||
| 415 East Blvd | Williamston | NC | 27892 | 562042675 | 501(c)(3) | $29,500 | SEE PART IV |
| McDowell Eco Dev Assoc Inc (MEDA) | |||||||
| PO Box 1289 | Marion | NC | 285721289 | 561346748 | 501(c)(3) | $95,000 | SEE PART IV |
| Moore County Partners in Progress | |||||||
| PO Box 5885 | Pinehurst | NC | 28374 | 522374383 | 501(c)(3) | $15,000 | SEE PART IV |
| North Carolina Agricultural Foundation Inc | |||||||
| Campus Box 7645 | Raleigh | NC | 276957645 | 566049304 | 501(c)(3) | $538,541 | SEE PART IV |
| North Carolina Community College System | |||||||
| 5016 Mail Svc Ctr | Raleigh | NC | 276995016 | 561288079 | GOV'T ENTITY | $1,750,000 | SEE PART IV |
| North Carolina Department of Transportation | |||||||
| 1 S Wilmington St | Raleigh | NC | 27601 | 566000967 | GOV'T ENTITY | $40,000,000 | SEE PART IV |
| NC State Education Assistance Authority | |||||||
| PO Box 41349 | Raleigh | NC | 27604 | 566172047 | GOV'T ENTITY | $3,018,555 | SEE PART IV |
| Nussbaum Center for Entrepreneurship | |||||||
| 1451 S Elm Eugene St | Greensboro | NC | 27406 | 561577495 | 501(c)(3) | $200,000 | SEE PART IV |
| Pembroke Rescue Squad Inc | |||||||
| PO Box 385 | Pembroke | NC | 28372 | 561362515 | 501(c)(3) | $98,000 | SEE PART IV |
| Rural Economic Development Center Inc | |||||||
| 4021 Carya Dr | Raleigh | NC | 27610 | 561552375 | 501(c)(3) | $218,504 | SEE PART IV |
| Rutherford County Eco Dev Corporation | |||||||
| 142 E Main Street | Forest City | NC | 28139 | 815460810 | 501(c)(3) | $998,513 | SEE PART IV |
| Second Harvest Food Bank of NW NC Inc | |||||||
| 3655 Reed Street | WinstonSalem | NC | 27107 | 581457912 | 501(c)(3) | $135,000 | SEE PART IV |
| Southwestern Community College | |||||||
| 447 College Drive | Sylva | NC | 28779 | 560894556 | GOV'T ENTITY | $777,337 | SEE PART IV |
| St Gerard House | |||||||
| 620 Oakland St | Hendersonville | NC | 28791 | 450948760 | 501(c)(3) | $500,000 | SEE PART IV |
| The University of NC at Chapel Hill | |||||||
| 104 Airport Dr | Chapel Hill | NC | 27599 | 566001393 | 501(c)(3) | $197,132 | SEE PART IV |
| Town of Ahoskie | |||||||
| 201 West Main St | Ahoskie | NC | 279100767 | 566001162 | GOV'T ENTITY | $125,000 | SEE PART IV |
| Town of Cove City | |||||||
| PO Box 8 | Cove City | NC | 28523 | 561125411 | GOV'T ENTITY | $21,847 | SEE PART IV |
| Town of Edenton | |||||||
| PO Box 300 | Edenton | NC | 27932 | 566001216 | GOV'T ENTITY | $249,300 | SEE PART IV |
| Town of Elizabethtown | |||||||
| PO Box 716 | Elizabethtown | NC | 28337 | 566001217 | GOV'T ENTITY | $496,896 | SEE PART IV |
| Town of Lake Waccamaw | |||||||
| PO Box 145 | Lake Waccamaw | NC | 28450 | 560773905 | GOV'T ENTITY | $70,000 | SEE PART IV |
| Town of Lillington | |||||||
| PO Box 296 | Lillington | NC | 27546 | 566001268 | GOV'T ENTITY | $225,250 | SEE PART IV |
| Town of Louisburg | |||||||
| 110 W Nash Street | Louisburg | NC | 27549 | 566001272 | GOV'T ENTITY | $252,720 | SEE PART IV |
| Town of Middlesex | |||||||
| PO Box 69 | Middlesex | NC | 27557 | 566001287 | GOV'T ENTITY | $500,000 | SEE PART IV |
| Town of Murphy | |||||||
| 5 Wofford St | Murphy | NC | 28906 | 566001299 | GOV'T ENTITY | $500,000 | SEE PART IV |
| Town of Nashville | |||||||
| PO Box 987 | Nashville | NC | 27856 | 566001300 | GOV'T ENTITY | $188,513 | See Part IV |
| Town of North Topsail Beach | |||||||
| 1000 Hwy 210 | Sneads Ferry | NC | 28460 | 561692876 | GOV'T ENTITY | $187,678 | See Part IV |
| Town of River Bend | |||||||
| 45 Shoreline Drive | River Bend | NC | 28562 | 561291141 | GOV'T ENTITY | $250,000 | See Part IV |
| Town of Surf City | |||||||
| 201 Community Center Dr | Surf City | NC | 28445 | 560768870 | GOV'T ENTITY | $250,000 | See Part IV |
| Town of Tabor City | |||||||
| PO Drawer 655 | Tabor City | NC | 28463 | 566001349 | GOV'T ENTITY | $375,000 | See Part IV |
| Town of Wallace | |||||||
| 316 East Murray Street | Wallace | NC | 28466 | 566001361 | GOV'T ENTITY | $250,000 | See Part IV |
| Tri-County Community College | |||||||
| 21 Campus Circle | Murphy | NC | 28906 | 560896010 | GOV'T ENTITY | $1,000,000 | See Part IV |
| Wayne Community College | |||||||
| PO Box 8002 | Goldsboro | NC | 275338002 | 560792849 | ED TAX EXEMPT | $500,000 | See Part IV |
| Westbridge Vocational Inc | |||||||
| 140 Little Savannah Road | Sylva | NC | 28779 | 561208982 | 501(c)(3) | $628,000 | SEE PART IV |
| Wilkes Economic Dev Corporation | |||||||
| 213 Ninth Street | North Wilkesboro | NC | 28659 | 561957642 | 501(c)(3) | $15,000 | SEE PART IV |
| Wilson County Schools | |||||||
| PO Box 2048 | Wilson | NC | 278942048 | 566001134 | GOV'T ENTITY | $143,440 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | 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 INCREASING SUSTAINABLE ASD HEALTH CARE JOBS IN ENC 2 ALEXANDER EDC RAIL SHELL SITE 3 STEPS TO SUCCESS-CLOSING THE UNEMPLOYMENT GAP IN BUNCOMBE COUNTY 4 AG FORCE FORWARD 5 SUPPLY CHAIN AND LOGISTICS EMPLOYMENT (SCALE) TRAINING INITIATIVE 6 GOLDEN LEAF SCHOLARS LEADERSHIP PROGRAM 2022-2023 7 B.E.S.T. : BETHEL EMPLOYMENT SKILLS TRAINING 8 TRANSPORTATION REGIONAL CAREER KICKSTART (TRUCK) 9 CITY OF DUNN ASSESSMENT OF INFLOW AND INFILTRATION 10 DAWSON-HUNTER STORMWATER IMPROVEMENT STUDY 11 FAYETTEVILLE REGIONAL AIRPORT SEWER IMPROVEMENT 12 FRONTIER 13 PROJECT GRANITE & CITY OF LAURINBURG NORTH FIRE STATION 14 FLOOD MITIGATION FOR THE LINKHAW ROAD AREA 15 PROJECT MILLWORK 16 WESTWOOD INDUSTRIAL PARK DUE DILIGENCE 17 CITY OF SANFORD-PROJECT BLUE ECONOMIC CATALYST PROJECT 18 PROJECT M 19 LICENSED TO DRIVE: TRUCK DRIVER TRAINING PROGRAM 20 BURKE BUSINESS PARK WATER-SEWER EXTENSIONS 21 SAND HILL ROAD SITE 22 ENFIELD INDUSTRIAL SITE READINESS PROJECT 23 UNIVERSAL TECHNOLOGY PARK 24 MONTGOMERY COUNTY IDENTIFICATION 25 MIDDLESEX CORPORATE CENTRE DUE DILIGENCE 26 REDEVELOPMENT OF FORMER BASF BROWNSFIELD SITE 27 PERSON COUNTY NORTH PARK SITE 28 COMTECH REINVESTMENT 29 DEVELOPMENT SITE GRANT FOR LOT 11 REIDSVILLE INDUSTRIAL PARK 30 RIVERSTONE INDUSTRIAL PARK ACCESS ROAD 31 STOKES COUNTY SITE IDENTIFICATION SEARCH 32 SYLVAN VALLEY INDUSTRIAL CENTER-PHASE 2 EXPANSION 33 LITTLE LEAF FARMS SITE DEVELOPMENT 34 ADVANCING HEALTH SCIENCES EDUCATION THROUGH NURSING AND INTERPROFESSIONAL SIMULATION 35 DUPLIN COUNTY AIRPARK & DUPLIN COUNTY AIRPARK DEVELOPMENT 36 NEW BERN CONSTRUCTION 37 INDUSTRY WORKFORCE INCUBATOR 38 SHEKINAH RESTORE 39 THE WORKFORCE & INDUSTRY TRAINING CENTER AT HAYWOOD COMMUNITY COLLEGE & SIMULATION LAB EQUIPMENT FOR NEW HEALTH EDUCATION BUILDING 40 HIGHTS WORKFORCE PREPAREDNESS PROJECT 41 DIRECT SOURCING 42 MACON COUNTY SITE ID 43 SPRING CREEK OFFICE FOR RURAL ECONOMIC DEVELOPMENT! (SCORED) 44 UPGRADE AND EXPANSION OF MADISON COUNTY EXTENSION VALUE ADDED CENTER AND KITCHEN 45 EXPANDING CAREER TRAINING IN CONSTRUCTION TRADES FOR MADISON HIGH SCHOOL STUDENTS 46 NC RAIL & COMMERCE PARK - DUE DILIGENCE 47 PROJECT SPLICE 48 TOWN OF ROBBINS SITE IDENTIFICATION 49 PLANT SCIENCES INITIATIVE - PHASE 3 50 GOLDEN LEAF COMMUNITY COLLEGES SCHOLARSHIP: 2022-2023 51 PROJECT DARWIN - HE-0004 52 GOLDEN LEAF 4-YEAR SCHOLARSHIP PROGRAM - FY2022-23 ACADEMIC YEAR 53 THE STEELHOUSE CENTER FOR URBAN MANUFACTURING AND INNOVATION DRY SPRINKLER SYSTEM 54 PEMBROKE RESCUE SQUAD SUPPORT 55 GOLDEN LEAF SCHOLARS INTERNSHIP INITIATIVE & SUPPORT FOR CBGI - SOUTHEAST PROSPERITY ZONE 56 RIVERSTONE BUSINESS PARK 57 HUNGER FOR CHANGE CAMPAIGN 58 SOUTHWESTERN COMMUNITY COLLEGE TRAINING CENTER FOR WORK-READY HEALTHCARE PROFESSIONALS 59 JOB CREATION INITIATIVE FOR EXPANDED AUTISM SERVICES IN WESTERN NORTH CAROLINA PROSPERITY ZONE 60 ANCHOR INSTITUTIONS CREATE ECONOMIC RESILIENCE (AICER) 61 ELEVATED WATER TANK FOR PROJECT PELLETS 62 2020 GOLDEN LEAF DRAINAGE IMPROVEMENTS 63 EDENTON OLD HERTFORD HAZARD MITIGATION PROJECT 2022 64 INFRASTRUCTURE FOR JOB CREATION AT ELIZABETHTOWN INDUSTRIAL PARK & ELIZABETHTOWN STORMWATER MASTER PLAN AND ASSESSMENT, PHASE 1 65 LAKE WACCAMAW LIFT STATION MITIGATION 66 TOWN-WIDE HYDROLOGIC + HYDRAULIC (H+H) ANALYSIS 67 LOUISBURG COMMERCE PARK 68 EXPANDING INVESTMENT IN THE MIDDLESEX CORPORATE CENTRE 69 MURPHY ICE PLANT LIFT STATION PROJECT 70 NASHVILLE BUSINESS CENTER GRUBBING & CLEARING PROJECT 71 RENOVATION AND EXPANSION OF TOWN HALL 72 CHANNEL RUN PHASE II 73 SURF CITY SOUTH SHORE FLOOD MITIGATION PROJECT 74 TABOR CITY INDUSTRIAL PARK SITE DEVELOPMENT 75 FLOOD MITIGATION CURRIE/DUPLIN STREET 76 TRI-COUNTY COMMUNITY COLLEGE MEDICAL SONOGRAPHY PROGRAM 77 CENTER FOR INDUSTRIAL TECHNOLOGY & ENGINEERING (CITE) 78 MANUFACTURING EXPANSION PROJECT 79 WILKES COUNTY SITE IDENTIFICATION SEARCH 80 COLLEGE & CAREER EXPLORATION LABS-DARDEN & SPEIGHT MIDDLE SCHOOLS |
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 (2 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 | $226,601 | $0 | $15,000 | $0 | $1,188 | $0 | $22,386 | $0 | $14,540 | $0 | $279,715 | $0 | $0 | $0 |
| Edward P Lord | ||||||||||||||
| SVP/General Counsel | $167,647 | $0 | $0 | $0 | $414 | $0 | $15,962 | $0 | $21,738 | $0 | $205,761 | $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 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 $5,634,203 |
| 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, 2023 AND WILL BE COMPLETED BY THE DUE DATE. |