THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2020
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
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202123169349306717
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T11:37:40-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | % BETH EDMONDSON | 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 | 2021-11-12 | 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 | 2021-11-05 | 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 | 2020 | 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 | $387,961,659 | 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 | 20 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $111,292 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,706,990 | PYContributionsGrantsAmt |
| CY Contributions Grants | $95,710,093 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,418,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,190,829 | CYInvestmentIncomeAmt |
| PY Other Revenue | $390 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $85,126,149 | PYTotalRevenueAmt |
| CY Total Revenue | $181,900,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $73,450,009 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $135,774,769 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,029,634 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,248,591 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,878,174 | PYOtherExpensesAmt |
| CY Other Expenses | $3,536,444 | CYOtherExpensesAmt |
| PY Total Expenses | $79,357,817 | PYTotalExpensesAmt |
| CY Total Expenses | $141,559,804 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,768,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,341,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,207,394,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,379,237,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $234,080,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $154,263,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $973,314,606 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,224,973,351 | 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 | $137,381,579 | ExpenseAmt |
| Grant | $135,774,769 | GrantAmt |
| 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 | $137,381,579 | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | 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 | BETH EDMONDSON | 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) | $240,380 | $0 | $32,508 | |
| Edward P Lord | |||||||
| SVP/General Counsel | 40.0 | 0.0 | Yes (X) | $166,135 | $0 | $37,787 | |
| Beth A Edmondson | |||||||
| Controller | 30.0 | 0.0 | Yes (X) | $120,436 | $0 | $28,542 | |
| Jonathan P Boyd | |||||||
| Director of Investments | 40.0 | 0.0 | Yes (X) | $120,780 | $0 | $22,472 | |
| Terri Adou-dy | |||||||
| Dir of Programs/Programs Admin | 40.0 | 0.0 | Yes (X) | $114,300 | $0 | $28,731 | |
| Kasey E Ginsberg | |||||||
| Dir of Programs/External Affai | 40.0 | 0.0 | Yes (X) | $117,474 | $0 | $22,035 | |
| Marilyn M Chism | |||||||
| Director of Programs | 40.0 | 0.0 | Yes (X) | $108,860 | $0 | $11,393 | |
| Darryl Moss | |||||||
| Director | 3.0 | 0.0 | $1,664 | $0 | $0 | Yes (X) | |
| Bobbie J Richardson | |||||||
| Secretary | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | Yes (X) |
| Murchison Biggs | |||||||
| Board Chair | 15.0 | 0.0 | Yes (X) | $1,248 | $0 | $0 | Yes (X) |
| Ralph Strayhorn III | |||||||
| Director | 3.0 | 0.0 | $936 | $0 | $0 | Yes (X) | |
| Randy Isenhower | |||||||
| Director | 3.0 | 0.0 | $728 | $0 | $0 | Yes (X) | |
| S Lawrence Davenport | |||||||
| Director | 3.0 | 0.0 | $624 | $0 | $0 | Yes (X) | |
| Donald E Flow | |||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Johnathan Rhyne Jr | |||||||
| Treasurer/Asst. 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) | |
| Thomas S Hester Jr | |||||||
| Director | 3.0 | 0.0 | $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) | |
| Lee Roberts | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| David L Rose | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Thomas F Taft Sr | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Jerome Vick | |||||||
| Director | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $994,917 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $183,468 | 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 | $670,051 |
| Silchester International Investors | |||||
| 780 Third Avenue 42nd Floor | NEW YORK | NY | 10017 | Investment MGMT | $537,886 |
| Wellington Management | |||||
| 280 Congress Street | BOSTON | MA | 02110 | Investment MGMT | $525,441 |
| DRZ | |||||
| 250 Park Avenue South Suite 250 | WINTER PARK | FL | 32789 | Investment MGMT | $342,262 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | INVEST. CONSULTING | $313,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $95,452,392 | GovernmentGrantsAmt |
| All Other Contributions | $257,701 | AllOtherContributionsAmt |
| Total Contributions | $95,710,093 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,741,778 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,292 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,630,486 | 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 | $280,509,788 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206,060,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,449,051 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,449,051 | TotalRevenueColumnAmt |
| Exclusion | $74,449,051 | 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 | $181,900,922 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,292 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,079,537 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,774,769 | TotalAmt |
| Program Services | $135,774,769 | 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 | $1,159,282 | TotalAmt |
| Program Services | $718,783 | ProgramServicesAmt |
| Management And General | $440,499 | 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 | $734,088 | TotalAmt |
| Program Services | $602,853 | ProgramServicesAmt |
| Management And General | $131,235 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,018 | TotalAmt |
| Program Services | $56,688 | ProgramServicesAmt |
| Management And General | $13,330 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,133 | TotalAmt |
| Program Services | $128,850 | ProgramServicesAmt |
| Management And General | $33,283 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,070 | TotalAmt |
| Program Services | $87,751 | ProgramServicesAmt |
| Management And General | $35,319 | 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 | $149,087 | TotalAmt |
| Management And General | $149,087 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,604 | TotalAmt |
| Management And General | $96,604 | 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 | $2,647,845 | TotalAmt |
| Management And General | $2,647,845 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,866 | TotalAmt |
| Management And General | $207,866 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,614 | TotalAmt |
| Management And General | $55,614 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,734 | TotalAmt |
| Management And General | $49,734 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,418 | TotalAmt |
| Management And General | $71,418 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,102 | TotalAmt |
| Management And General | $165,102 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,452 | TotalAmt |
| Program Services | $11,885 | ProgramServicesAmt |
| Management And General | $567 | 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 | $17,312 | TotalAmt |
| Management And General | $17,312 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| CAPITAL OUTLAYS | $39,137 | $39,137 |
| DUES AND MEMBERSHIPS | $10,855 | $10,855 |
| BOARD OF DIRECTORS EXPENSES | $8,636 | $8,636 |
| PAYROLL SERVICES | $2,543 | $2,543 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239 | TotalAmt |
| Management And General | $2,239 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,559,804 | TotalAmt |
| Program Services | $137,381,579 | ProgramServicesAmt |
| Management And General | $4,178,225 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,368,513 | BOYAmt |
| EOY | $998,403 | 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 | $4,123,567 | BOYAmt |
| EOY | $3,711,210 | 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 | $96,029 | BOYAmt |
| EOY | $29,732 | 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 | $45,972 | BOYAmt |
| EOY | $127,707 | 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 | $437,285,480 | BOYAmt |
| EOY | $458,655,275 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,475,067 | BOYAmt |
| EOY | $915,714,815 | 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 | $1,207,394,628 | BOYAmt |
| EOY | $1,379,237,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,889 | BOYAmt |
| EOY | $237,425 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,393,741 | BOYAmt |
| EOY | $154,026,366 | 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 | $57,452,392 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,080,022 | BOYAmt |
| EOY | $154,263,791 | 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 | $973,314,606 | BOYAmt |
| EOY | $1,224,973,351 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,314,606 | BOYAmt |
| EOY | $1,224,973,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,207,394,628 | BOYAmt |
| EOY | $1,379,237,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $40,341,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $206,023,440 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,294,187 | 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 | $35,389,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,744,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,739,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,706,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,710,093 | CurrentTaxYearAmt |
| Total | $279,291,478 | 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 | $35,389,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,744,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,739,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,706,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,710,093 | CurrentTaxYearAmt |
| Total | $279,291,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $279,291,478 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,100,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,527,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,891,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,352,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,741,778 | CurrentTaxYearAmt |
| Total | $67,613,230 | 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 | $4,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $17,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $346,921,802 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80506 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75250 | 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 | $9,657 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $9,657 | 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 (38 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ACADIAN GLOBAL MANAGED | $52,304,859 | F |
| AG REALTY FND VII(TE),VIII, X | $8,962,679 | F |
| AURORA VENTURES IV & V | $1,520,848 | F |
| BEACON CPTL STRTEGIC PTRS VI | $30,278 | F |
| BRIGHTSTAR CAPITAL PARTNERS II | $3,090,329 | F |
| SWIFTCURRENT OFFSHORE, LTD. | $8,466,594 | F |
| CANTILLON GLOBAL VALUE FUND | $100,050,211 | F |
| CARLYLE VENTURE PARTNERS II,LP | $55,653 | F |
| CAROUSEL CAPITAL PTRS IV,V& VI | $12,631,883 | F |
| COLONY INVESTORS VIII, L.P | $129,600 | F |
| DENHAM COMMODITY PTRS FND V&VI | $3,028,979 | F |
| ENCAP ENERGY CAPITAL FUNDS | $28,819,338 | F |
| FARALLON CAPITAL INSTITUTIONAL | $42,092,145 | F |
| FPA HAWKEYE FUND, LLC | $35,585,833 | F |
| KING STREET CAPITAL, LTD | $2,776,062 | F |
| LEXINGTON CAPITAL PTRS V& VI-A | $556,504 | F |
| LONE CASCADE, L.P | $96,761,481 | F |
| MATLIN PATTERSON GLOBAL OPP | $25,604 | F |
| MATRIX CAPITAL MGMT FD (OFSHR) | $65,599,887 | F |
| NORTH ROCK FUND, LTD. | $49,612,018 | F |
| NUT TREE OFFSHORE FUND, LTD | $49,562,242 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $1,419,581 | F |
| SCULPTOR REAL ESTATE FUND III | $2,123,297 | F |
| SCULPTOR OVERSEAS FUND II | $1,006,804 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $488,001 | F |
| SILCHESTER INTL VALUE EQUITY | $94,339,011 | F |
| REALTY ASSOCIATES FUND X UTP | $658,532 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $44,828,683 | F |
| TRILANTIC CAPITAL PARTNERS VI | $6,166,892 | F |
| THOMAS H LEE EQUITY FUND VI,LP | $5,786 | F |
| TRUEBRIDGE CAPITAL PTRS FUNDS | $18,612,286 | F |
| VARDE CREDIT PARTNERS | $41,772,718 | F |
| VARDE FUND IX, X, XI, XII&XIII | $21,479,010 | F |
| WARBURG PINCUS X | $586,256 | F |
| WELLINGTON ARCHIPELAGO | $37,670,775 | F |
| WELLINGTON BAY POND | $95,482 | F |
| WELLINGTON CTF EMERGING MKTS | $82,230,409 | F |
| WHI REAL ESTATE PARTNERS V | $568,265 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $915,714,815 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $385,276,518 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $206,023,440 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $206,023,440 | RevenueNotReportedAmt |
| Revenue Subtotal | $179,253,078 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,647,844 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,647,844 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $181,900,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $133,617,773 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $133,617,773 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,647,844 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,294,187 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,942,031 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,559,804 | 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 $5,294,187 | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $250,604,616 |
| Europe (Including Iceland and Greenland) | Investments | $100,050,211 |
| North America | Investments | $37,766,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $388,421,084 | SubtotalSpentAmt |
| Total Spent | $388,421,084 | 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 (74 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alamance Community College Foundation Inc | ||||||||
| 1247 Jimmie Kerr Road | Graham | NC | 27253 | 581511004 | 501(c)(3) | $195,000 | SEE PART IV | |
| Asheville Area Chamber of Commerce Community Bette | ||||||||
| PO Box 1010 | Asheville | NC | 28802 | 561762978 | 501(c)(3) | $12,000,000 | SEE PART IV | |
| Blue Ridge Women in Agriculture | ||||||||
| PO Box 67 | Boone | NC | 28607 | 342011588 | 501(c)(3) | $108,000 | SEE PART IV | |
| Brunswick Christian Recovery Center | ||||||||
| 1994 Ash-Little River Road | Ash | NC | 28420 | 272448984 | 501(c)(3) | $44,866 | SEE PART IV | |
| Caldwell Community College & Technical Institute | ||||||||
| 2855 Hickory Blvd | Hudson | NC | 28638 | 237212721 | 501(c)(3) | $1,098,000 | SEE PART IV | |
| Catawba Valley Community College | ||||||||
| 2550 Highway 70 SE | Hickory | NC | 28602 | 560792028 | GOV'T ENTITY | $460,000 | SEE PART IV | |
| Center for Creative Leadership | ||||||||
| One Leadership Place | Greensboro | NC | 27410 | 237079591 | 501(c)(3) | $3,300,000 | SEE PART IV | |
| City of Bessemer City | ||||||||
| 132 W Virginia Ave | Bessemer City | NC | 28016 | 566001177 | GOV'T ENTITY | $200,000 | SEE PART IV | |
| City of Conover | ||||||||
| PO Box 549 | Conover | NC | 28613 | 566001208 | GOV'T ENTITY | $523,500 | SEE PART IV | |
| City of Dunn | ||||||||
| PO Box 1065 | Dunn | NC | 28335 | 566001214 | GOV'T ENTITY | $313,586 | SEE PART IV | |
| City of Hendersonville | ||||||||
| 160 Sixth Ave | Hendersonville | NC | 28792 | 566001242 | GOV'T ENTITY | $556,000 | SEE PART IV | |
| City of Hickory | ||||||||
| PO Box 398 | Hickory | NC | 28603 | 566001244 | GOV'T ENTITY | $491,257 | SEE PART IV | |
| City of Raeford | ||||||||
| 315 N Main Street | Raeford | NC | 28376 | 566001313 | GOV'T ENTITY | $65,000 | SEE PART IV | |
| City of Washington | ||||||||
| PO Box 1988 | Washington | NC | 27889 | 566001364 | GOV'T ENTITY | $3,030,000 | SEE PART IV | |
| Cleveland Community College | ||||||||
| 137 South Post Road | Shelby | NC | 28152 | 560848556 | GOV'T ENTITY | $200,000 | SEE PART IV | |
| County of Alexander | ||||||||
| 621 Liledoun Road | Taylorsville | NC | 28681 | 566000272 | GOV'T ENTITY | $193,776 | SEE PART IV | |
| County of Ashe | ||||||||
| 150 Government Circle | Jefferson | NC | 28640 | 566000274 | GOV'T ENTITY | $500,000 | SEE PART IV | |
| County of Bertie | ||||||||
| PO Box 530 | Windsor | NC | 27983 | 566000276 | GOV'T ENTITY | $277,000 | SEE PART IV | |
| County of Brunswick | ||||||||
| PO Box 249 | Bolivia | NC | 28422 | 566000278 | GOV'T ENTITY | $100,000 | SEE PART IV | |
| County of Catawba | ||||||||
| PO Box 389 | Newton | NC | 28658 | 566001814 | GOV'T ENTITY | $891,257 | SEE PART IV | |
| County of Duplin | ||||||||
| PO Box 910 | Kenansville | NC | 28349 | 566000296 | GOV'T ENTITY | $88,625 | SEE PART IV | |
| County of Greene | ||||||||
| 229 Kingold Blvd | Snow Hill | NC | 28580 | 566000304 | GOV'T ENTITY | $325,000 | SEE PART IV | |
| County of Halifax | ||||||||
| PO Box 38 | Halifax | NC | 27839 | 566001836 | GOV'T ENTITY | $350,000 | SEE PART IV | |
| County of Jones | ||||||||
| 418 Hwy 58 North Unit A | Trenton | NC | 28585 | 566000312 | GOV'T ENTITY | $6,608 | SEE PART IV | |
| County of Robeson | ||||||||
| Robeson County Adm | Lumberton | NC | 28358 | 566000335 | GOV'T ENTITY | $250,000 | SEE PART IV | |
| County of Sampson | ||||||||
| 406 County Complex Road | Clinton | NC | 28328 | 566000338 | GOV'T ENTITY | $1,000,000 | SEE PART IV | |
| County of Watauga | ||||||||
| 814 West King Street | Boone | NC | 28607 | 566001816 | GOV'T ENTITY | $1,000,000 | SEE PART IV | |
| County of Wayne | ||||||||
| PO Box 227 | Goldsboro | NC | 27533 | 566001520 | GOV'T ENTITY | $200,000 | SEE PART IV | |
| East Carolina University | ||||||||
| 209 East 5th Street | Greenville | NC | 27858 | 566000403 | GOV'T ENTITY | $1,899,350 | SEE PART IV | |
| Enfield Economic Development & Revitalization Comm | ||||||||
| PO Box 2 | Enfield | NC | 27823 | 824319006 | 501(c)(3) | $8,500 | SEE PART IV | |
| Fork Township Sanitary District | ||||||||
| PO Box 1515 | Goldsboro | NC | 27534 | 561476735 | GOV'T ENTITY | $725,000 | SEE PART IV | |
| Freedom Life Ministries | ||||||||
| PO Box 1134 | Marion | NC | 28752 | 461322178 | 501(c)(3) | $82,065 | SEE PART IV | |
| Greenville Utilities Commission (GUC) | ||||||||
| PO Box 1847 | Greenville | NC | 27835 | 566000517 | GOV'T ENTITY | $583,504 | SEE PART IV | |
| Isothermal Community College | ||||||||
| PO Box 804 | Spindale | NC | 28160 | 560841505 | ED Tax exempt | $200,000 | SEE PART IV | |
| James Sprunt Community College | ||||||||
| PO Box 398 | Kenansville | NC | 28349 | 560892755 | GOV'T ENTITY | $200,000 | SEE PART IV | |
| Martin Community College | ||||||||
| 1161 Kehukee Park | Williamston | NC | 27892 | 560895914 | ED Tax exempt | $111,455 | SEE PART IV | |
| Mayland Community College Foundation | ||||||||
| PO Box 547 | Spruce Pine | NC | 28777 | 581486405 | 501(c)(3) | $731,908 | SEE PART IV | |
| Moore County Partners in Progress | ||||||||
| PO Box 5885 | Pinehurst | NC | 28374 | 522374383 | 501(c)(3) | $200,000 | SEE PART IV | |
| Mt Olive Family Medicine Center Inc | ||||||||
| 201 Breazeale Ave | Mount Olive | NC | 28365 | 562000255 | 501(c)(3) | $100,000 | SEE PART IV | |
| North Carolina Community College System | ||||||||
| 5016 Mail Service Center | Raleigh | NC | 27699 | 561288079 | GOV'T ENTITY | $1,750,000 | SEE PART IV | |
| North Carolina Department of Agriculture and Consu | ||||||||
| 1001 Mail SVC CTR | Raleigh | NC | 276991001 | 566000732 | GOV'T ENTITY | $2,093,377 | SEE PART IV | |
| North Carolina State Education Assistance Authorit | ||||||||
| PO Box 13663 | Research Triangle | NC | 27709 | 566172047 | GOV'T ENTITY | $2,581,584 | SEE PART IV | |
| North Carolina State University | ||||||||
| 2601 Wolf VillagE | Raleigh | NC | 276957514 | 566000756 | GOV'T ENTITY | $1,065,918 | SEE PART IV | |
| North Carolina State University CEFS NC Choices | ||||||||
| CAMPUS BOX 7514 | Raleigh | NC | 27695 | 566000756 | ED Tax exempt | $198,843 | SEE PART IV | |
| Northampton County Schools | ||||||||
| PO Box 158 | Jackson | NC | 27845 | 566001087 | GOV'T ENTITY | $150,000 | SEE PART IV | |
| Olympia Volunteer Fire Department | ||||||||
| 500 Olympia Road | New Bern | NC | 28560 | 561242191 | 501(c)(3) | $50,000 | SEE PART IV | |
| Pembroke Rescue Squad Inc | ||||||||
| PO Box 385 | Pembroke | NC | 28372 | 561362515 | 501(c)(3) | $275,250 | SEE PART IV | |
| Rural Economic Development Center Inc | ||||||||
| 4021 Carya Dr | Raleigh | NC | 27610 | 561552375 | 501(c)(3) | $78,102,392 | SEE PART IV | |
| Southern Wayne Sanitary District | ||||||||
| 1370 Old Grantham Road | Goldsboro | NC | 27530 | 561138263 | GOV'T ENTITY | $132,000 | SEE PART IV | |
| Southwestern Community College | ||||||||
| 447 College Drive | Sylva | NC | 28779 | 560894556 | GOV'T ENTITY | $198,400 | SEE PART IV | 1430 Main Street |
| The Industrial Commons | ||||||||
| PO Box 71 | Morganton | NC | 28680 | 472080338 | 501(c)(3) | $500,000 | SEE PART IV | |
| The University of North Carolina at Chapel Hill Sc | ||||||||
| 104 AIRPORT DR | Chapel Hill | NC | 275991350 | 566001393 | 501(c)(3) | $493,546 | SEE PART IV | |
| Town of Aurora | ||||||||
| PO Box 86 | Aurora | NC | 27806 | 566001169 | GOV'T ENTITY | $10,627 | SEE PART IV | |
| Town of Bethel | ||||||||
| 141 Railroad Street W | Bethel | NC | 27812 | 999999999 | GOV'T ENTITY | $424,000 | SEE PART IV | |
| Town of Carolina Beach | ||||||||
| 1121 N Lake | Carolina Beach | NC | 28428 | 566001193 | GOV'T ENTITY | $2,112,494 | SEE PART IV | |
| Town of Cove City | ||||||||
| PO Box 8 | Cove City | NC | 28523 | 561125411 | GOV'T ENTITY | $66,146 | SEE PART IV | |
| Town of Drexel | ||||||||
| PO Box 188 | Drexel | NC | 28619 | 566001213 | GOV'T ENTITY | $500,000 | SEE PART IV | |
| Town of Fair Bluff | ||||||||
| PO Box 157 | Fair Bluff | NC | 28439 | 566001222 | GOV'T ENTITY | $488,407 | SEE PART IV | 120 W Martin Luther King Jr Dr |
| Town of Fairmont | ||||||||
| PO Box 248 | Fairmont | NC | 28340 | 566001223 | GOV'T ENTITY | $345,000 | SEE PART IV | |
| Town of Harrellsville | ||||||||
| PO Box 37 | Harrellsville | NC | 27842 | 561031297 | GOV'T ENTITY | $138,657 | SEE PART IV | |
| Town of Holly Ridge | ||||||||
| PO Box 145 | Holly Ridge | NC | 28443 | 566001248 | GOV'T ENTITY | $200,000 | SEE PART IV | |
| Town of Holly Springs | ||||||||
| 128 S Main St | Holly Springs | NC | 27540 | 561143973 | GOV'T ENTITY | $4,000,000 | SEE PART IV | |
| Town of Lillington | ||||||||
| PO Box 296 | Lillington | NC | 27546 | 566001268 | GOV'T ENTITY | $570,947 | SEE PART IV | |
| Town of Mocksville | ||||||||
| 171 South Clement | Mocksville | NC | 27028 | 566001288 | GOV'T ENTITY | $250,000 | SEE PART IV | |
| Town of North Topsail Beach | ||||||||
| 1000 Hwy 210 | Sneads Ferry | NC | 28460 | 561692876 | GOV'T ENTITY | $110,750 | SEE PART IV | |
| Town of Old Fort | ||||||||
| 38 Catawba Avenue | Old Fort | NC | 28762 | 566001305 | GOV'T ENTITY | $800,000 | SEE PART IV | |
| Town of Pembroke | ||||||||
| PO Box 866 | Pembroke | NC | 28372 | 560809922 | GOV'T ENTITY | $135,000 | SEE PART IV | |
| Town of Princeton | ||||||||
| PO Box 67 | Princeton | NC | 27569 | 566017367 | GOV'T ENTITY | $527,905 | SEE PART IV | |
| Town of Spruce Pine | ||||||||
| PO Box 189 | Spruce Pine | NC | 28777 | 566001342 | GOV'T ENTITY | $775,350 | SEE PART IV | |
| Triangle Volunteer Fire Department Inc | ||||||||
| PO Box 128 | Bayboro | NC | 28515 | 561945679 | 501(c)(3) | $350,000 | SEE PART IV | |
| Village of Walnut Creek | ||||||||
| PO Box 10911 | Goldsboro | NC | 27534 | 561368096 | GOV'T ENTITY | $87,500 | SEE PART IV | |
| Western Piedmont Community College | ||||||||
| 1001 Burkemont Avenue | Morganton | NC | 28655 | 560816544 | GOV'T ENTITY | $1,500,000 | SEE PART IV | |
| Whitaker Park Development Authority Inc | ||||||||
| 95 W 32nd Street | WinstonSalem | NC | 27105 | 453814914 | 501(c)(3) | $681,420 | SEE PART IV | |
| Wilkes Economic Development Corporation | ||||||||
| 213 Ninth Street | North Wilkesboro | NC | 28659 | 561957642 | 501(c)(3) | $1,500,000 | SEE PART IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 74 | Total501c3OrgCnt |
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 Thumb in the Dike: Meeting the Deluge of Demand for Technicians in Alamance County and the Region 2 Project Ranger - Bridge Infrastructure for Aerospace Manufacturing Employment 3 Scaling the High Country Food Hub through Satellite Pick-up Locations 4 Open a 25-Bed Recovery Center for Women Addicted to Drugs and Expand 2 Businesses Intended to Fund Payroll and Assist with Operational Costs 5 Project RADIUS (Regional and Accessible Diesel Is Uniting Services) 6 Industrial Systems Program Expansion in Alexander County 7 Golden LEAF Scholars Leadership Program & Golden LEAF Scholars Leadership Program 2021-2022 8 Bessemer City-TRU Water Interconnection 9 Project Grapple Campus Expansion 10 City of Dunn Assessment of Inflow and Infiltration 11 Garrison Lane Site Improvements: Project Wheel (R6) 12 Future Trivium Court Extension Project 13 City of Raeford - South Main Street and Southern Avenue Stormwater Improvements 14 Washington Medical District Storm Water Project 15 Establishing Heavy Equipment Operator Training in Western NC 16 Alexander Industrial Wastewater Expansion 17 Industrial Park Project 18 Bertie County Teacher Housing Initiative 19 Project Touchdown 20 P-3 Revolving Loan Spec Building Program & Southeastern Catawba County Business Park Infrastructure 21 Duplin County Water System Backup Generators 22 Greene County EOC and Communications Relocation 23 ROVA Site Demolition Project 24 Backup Generator Improvements 25 Project Mt. St. Helens 26 Sampson County 911 and Emergency Services Facilities 27 High-Country Kill & Chill Processing and Livestock Center (Regional Project) 28 Project Shell 29 Eastern Region Pharma Center (ERPC) 30 Historic Designation and Job Creation in Enfield, NC 31 2020 Water System Improvements 32 Workforce Training to Improve Employability 33 Project Jackpot Water and Sewer Infrastructure 34 Isothermal Covered Riding Ring: Advancing Credentials in Equine and Human Health 35 Hyped About Healthcare 36 Apprentice Line Technician Academy 37 HVAC for Education and Training at Three Peaks Enrichment Center & Resource Center for Entrepreneurs Training Classrooms 38 USGA - Building a Unified Vision for Championship Golf in North Carolina (Project Woodpecker) 39 Improving Medical Care at Mt Olive Family Medicine Center 40 Golden LEAF Two-Year Scholars Program 2021-2022 41 NCDA&CS Agricultural Sciences Center 42 Golden LEAF Scholarship Program (2021-22) 43 Establishment of a Long Term Research Site for Management Studies of the Guava Root-Knot Nematode in North Carolina Agriculture & Answering the Call from Rural NC: The Agricultural Institute and the Food Animal Industry 44 Building Resilient Local Meat Supply Chains in the Face of COVID-19: Enhancing Processing Services, Farm Viability, and Market Capacity 45 Northampton Career & Technical Academy of Innovation 46 Olympia Volunteer Fire Department - Building/Community Center 47 Pembroke Rescue Squad Support 48 Hurricane Florence Rapid Recovery Loan Program & Regional Leadership and Capacity Building Initiative 49 Hazard Mitigation Project 50 Advancing High-Tech Healthcare Education in Southwestern North Carolina 51 The Next Generation Textile and Furniture Economy 52 Local Government Training Initiative 53 Town of Aurora Generators 54 Town of Bethel Infrastructure Improvements for Disaster Recovery & Resilience 55 Municipal Marina Rebuild and Hardening [Hurricane Florence] 56 2020 Golden LEAF Drainage Improvements 57 Drexel Site 1 Redevelopment 58 Fair Bluff Apartments - Rough/Ready Road & Fair Bluff Water Supply Well Replacement 59 Town of Fairmont - Pump Station Rehabilitation 60 Sandy Land Waterline Extension 61 Camp Davis Industrial Park Phase II 62 Project Galaxy 63 Lillington Front Street Repair and Sewer System Assessment 64 Project Shed/Liberty Storage Solutions 65 Engineering Design and Repair of Damaged Town Park & Renovation and Expansion of Town Hall 66 Post-Secondary Education Improves Employability in Old Fort 67 Town of Pembroke / UNC-Pembroke Stormwater Mitigation Project 68 Princeton Business Improvement District Drainage Study, Repair, & Replacement 69 Hwy 226 Waterline Replacement 70 New Fire Station 71 Walnut Creek Pump Station No. 1 72 Regional Construction Trades Solution Center & Workforce Training 73 Whitaker Park Parking and Storm Water Project 74 Wilkes Commercial Business Center |
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 | $220,269 | $0 | $0 | $0 | $20,111 | $0 | $21,461 | $0 | $11,047 | $0 | $272,888 | $0 | $0 | $0 |
| Edward P Lord | ||||||||||||||
| SVP/General Counsel | $163,721 | $0 | $2,000 | $0 | $414 | $0 | $16,671 | $0 | $21,116 | $0 | $203,922 | $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 $5,294,187 |
| 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, 2022 AND WILL BE COMPLETED BY THE DUE DATE. |