THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2019

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: 2019-07-01 to 2020-06-30
Filed: 2020-11-11
IRS object ID: 202033169349305313
Schema version: 2019v5.1
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	2020-11-11T15:58:15-06:00	ReturnTs
Tax Period End	2020-06-30	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	2019-07-01	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	2020-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Sandra L Feinsmith	PreparerPersonNm
PTIN	P01064157	PTIN
Phone	4046886841	PhoneNum
Preparation	2020-11-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	73.184.37.52	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	54621820203165000035	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-11	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	A7F89E5AD94CC2F2DF7702F58E6B85A47B9BDC36	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B5C7D6451486FF9E48FCEB35A1F3D976698BA3D4	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$309,883,048	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	22	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	-$484,019	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,604,979	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$57,739,692	PYContributionsGrantsAmt
CY Contributions Grants	$42,706,990	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$46,616,044	PYInvestmentIncomeAmt
CY Investment Income	$42,418,769	CYInvestmentIncomeAmt
PY Other Revenue	$7,440	PYOtherRevenueAmt
CY Other Revenue	$390	CYOtherRevenueAmt
PY Total Revenue	$104,363,176	PYTotalRevenueAmt
CY Total Revenue	$85,126,149	CYTotalRevenueAmt
PY Grants And Similar Paid	$59,453,799	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$73,450,009	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,067,969	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,029,634	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,382,109	PYOtherExpensesAmt
CY Other Expenses	$3,878,174	CYOtherExpensesAmt
PY Total Expenses	$64,903,877	PYTotalExpensesAmt
CY Total Expenses	$79,357,817	CYTotalExpensesAmt
PY Revenues Less Expenses	$39,459,299	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,768,332	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,192,806,381	TotalAssetsBOYAmt
Total Assets EOY	$1,207,394,628	TotalAssetsEOYAmt
Total Liabilities BOY	$196,863,993	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$234,080,022	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$995,942,388	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$973,314,606	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	$74,917,844	ExpenseAmt
Grant	$73,450,009	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	$74,917,844	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	Yes (true)	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	22	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	22	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	Yes (true)	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 (25 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
EDWARD LORD
VP PROGRAMS/STAFF ATTY	40.0	0.0	Yes (X)	$175,775	$0	$40,305
BETH EDMONDSON
CONTROLLER	30.0	0.0	Yes (X)	$112,397	$0	$28,141
JONATHAN P BOYD
DIRECTOR OF INVESTMENTS	40.0	0.0	Yes (X)	$112,731	$0	$22,095
TERRI ADOU-DY
DIR OF PROGRAMS/ADMINSTRATION	40.0	0.0	Yes (X)	$106,252	$0	$28,165
KASEY GINSBERG
DIR OF PROGRAMS/EXTRNL AFFAIRS	40.0	0.0	Yes (X)	$101,050	$0	$20,702
MARILYN CHISM
DIRECTOR OF PROGRAMS	40.0	0.0	Yes (X)	$100,820	$0	$11,499
SCOTT HAMILTON
PRESIDENT	40.0	0.0	Yes (X)	$24,296	$0	$3,088
THOMAS TAFT SR
DIRECTOR	3.0	0.0		$2,600	$0	$0	Yes (X)
RANDY ISENHOWER
DIRECTOR	3.0	0.0		$1,632	$0	$0	Yes (X)
BO BIGGS
Board Chair	15.0	0.0	Yes (X)	$1,248	$0	$0	Yes (X)
Thomas J Hester Jr
SECRETARY	3.0	0.0	Yes (X)	$1,248	$0	$0	Yes (X)
DAVID ROSE
DIRECTOR	3.0	0.0		$1,248	$0	$0	Yes (X)
BOBBIE J RICHARDSON
DIRECTOR	3.0	0.0		$1,144	$0	$0	Yes (X)
LAWRENCE DAVENPORT
DIRECTOR	3.0	0.0		$1,036	$0	$0	Yes (X)
THOMAS STITH
DIRECTOR	3.0	0.0		$936	$0	$0	Yes (X)
JEROME VICK
DIRECTOR	3.0	0.0		$832	$0	$0	Yes (X)
CAROLYN JUSTICE
DIRECTOR	3.0	0.0		$728	$0	$0	Yes (X)
JOHNATHAN RHYNE JR
TREASURER / ASST SECRETARY	3.0	0.0	Yes (X)	$728	$0	$0	Yes (X)
JAMES GARDNER
DIRECTOR	3.0	0.0		$520	$0	$0	Yes (X)
BARRY DODSON
DIRECTOR	3.0	0.0		$0	$0	$0	Yes (X)
DONALD FLOW
VICE CHAIR	3.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
LEE ROBERTS
DIRECTOR	3.0	0.0		$0	$0	$0	Yes (X)
DARRYL MOSS
DIRECTOR	3.0	0.0		$0	$0	$0	Yes (X)
BRIAN RAYNOR
DIRECTOR	3.0	0.0		$0	$0	$0	Yes (X)
Ralph Strayhorn III
Director	3.0	0.0		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$747,221	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$153,995	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SILCHESTER INTERNATIONAL INVESTORS
780 THIRD AVENUE 42ND FLOOR	NEW YORK	NY	10017	Investment Mgmt	$564,956
DRZ
250 PARK AVENUE SOUTH SUITE 250	WINTER PARK	FL	32789	Investment Mgmt	$447,826
WELLINGTON MANAGEMENT
280 Congress Street	BOSTON	MA	02110	Investment MGMT	$427,275
Prime Buchholz Associates Inc
25 Chestnut Street	PORTSMOUTH	NH	03801	Invest. Consulting	$325,405
RICE HALL JAMES ASSOCIATES LLC
600 WEST BROADWAY SUITE 100	SAN DIEGO	CA	92101	INVESTMENT MGMT	$246,290

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Government Grants	$42,047,608	GovernmentGrantsAmt
All Other Contributions	$659,382	AllOtherContributionsAmt
Total Contributions	$42,706,990	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,352,323	TotalRevenueColumnAmt
Unrelated Business Revenue	-$484,019	UnrelatedBusinessRevenueAmt
Exclusion	$16,836,342	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	$250,823,345	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$224,756,899	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$26,066,446	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$26,066,446	TotalRevenueColumnAmt
Exclusion	$26,066,446	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$390	TotalRevenueColumnAmt
Exclusion	$390	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$390	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$85,126,149	TotalRevenueColumnAmt
Unrelated Business Revenue	-$484,019	UnrelatedBusinessRevenueAmt
Exclusion	$42,903,178	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$73,450,009	TotalAmt
Program Services	$73,450,009	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	$1,047,215	TotalAmt
Program Services	$701,487	ProgramServicesAmt
Management And General	$345,728	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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	$669,198	TotalAmt
Program Services	$535,369	ProgramServicesAmt
Management And General	$133,829	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$61,263	TotalAmt
Program Services	$42,751	ProgramServicesAmt
Management And General	$18,512	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$141,032	TotalAmt
Program Services	$85,768	ProgramServicesAmt
Management And General	$55,264	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$110,926	TotalAmt
Program Services	$69,797	ProgramServicesAmt
Management And General	$41,129	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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	$180,586	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$180,586	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$79,777	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$79,777	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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	$3,181,735	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$3,181,735	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$63,226	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$63,226	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$21,913	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$21,913	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$48,691	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$48,691	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$72,344	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$72,344	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$66,151	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$66,151	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$35,991	TotalAmt
Program Services	$32,663	ProgramServicesAmt
Management And General	$3,328	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

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	$18,926	TotalAmt
Management And General	$18,926	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BOARD OF DIRECTORS EXPENSES	$68,709	$68,709
CAPITAL OUTLAYS	$28,977	$28,977
DUES AND MEMBERSHIPS	$4,530	$4,530
UNRELATED BUS. INCOME TAX	$4,006	$4,006

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,612	TotalAmt
Management And General	$2,612	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$79,357,817	TotalAmt
Program Services	$74,917,844	ProgramServicesAmt
Management And General	$4,439,973	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,187,307	BOYAmt
EOY	$2,368,513	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	$4,535,924	BOYAmt
EOY	$4,123,567	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	$112,230	BOYAmt
EOY	$96,029	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	$112,906	BOYAmt
EOY	$45,972	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	$416,447,598	BOYAmt
EOY	$437,285,480	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$770,410,416	BOYAmt
EOY	$763,475,067	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	$1,192,806,381	BOYAmt
EOY	$1,207,394,628	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$194,338	BOYAmt
EOY	$233,889	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$196,669,655	BOYAmt
EOY	$176,393,741	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	$57,452,392	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$196,863,993	BOYAmt
EOY	$234,080,022	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	$995,942,388	BOYAmt
EOY	$973,314,606	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$995,942,388	BOYAmt
EOY	$973,314,606	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,192,806,381	BOYAmt
EOY	$1,207,394,628	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,768,332	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$36,959,885	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$8,563,771	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	false	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	$11,212,167	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,389,953	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,744,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,739,692	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,706,990	CurrentTaxYearAmt
Total	$194,793,552	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	$11,212,167	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,389,953	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,744,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,739,692	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,706,990	CurrentTaxYearAmt
Total	$194,793,552	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$194,793,552	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,177,230	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,100,450	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,527,254	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,891,425	CurrentTaxYearMinus1YearAmt
Current Tax Year	$16,352,323	CurrentTaxYearAmt
Total	$64,048,682	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	$3,332	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,488	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$390	CurrentTaxYearAmt
Total	$20,426	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$258,862,660	TotalSupportAmt
Public Support CY170	0.75250	PublicSupportCY170Pct
Public Support PY170	0.72985	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	$9,350	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$9,350	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	$55,012,652	F
AG REALTY FND VII(TE)&FND VIII	$6,103,760	F
AURORA VENTURES IV & V	$2,262,109	F
BEACON CPTL STRTEGIC PTRS VI	$205,650	F
SWIFTCURRENT OFFSHORE, LTD.	$14,448,669	F
CANTILLON GLOBAL VALUE FUND	$75,908,282	F
CARLYLE VENTURE PARTNERS II,LP	$56,512	F
CAROUSEL CAPITAL PTRS IV & V	$13,860,935	F
COLONY INVESTORS VIII, L.P	$122,700	F
DENHAM COMMODITY PTRS FND V&VI	$2,306,128	F
ENCAP ENERGY CAPITAL FUND	$22,462,968	F
FARALLON CAPITAL INSTITUTIONAL	$38,891,898	F
FPA HAWKEYE FUND, LLC	$35,230,798	F
KING STREET CAPITAL, LTD	$22,384,001	F
LEXINGTON CAPITAL PTRS V & LCP	$678,676	F
LONE CASCADE, L.P	$69,622,693	F
MATLIN PATTERSON GLOBAL OPP	$894,792	F
MATRIX CAPITAL MGMT FD (OFSHR)	$50,677,634	F
NORTH ROCK FUND, LTD.	$31,138,321	F
NUT TREE OFFSHORE FUND, LTD	$35,916,275	F
Q-BLK PRIVATE CAPITAL II, L.P	$1,801,817	F
SCULPTOR REAL ESTATE FUND III	$3,014,471	F
SCULPTOR OVERSEAS FUND II	$784,778	F
SHEPHERD INVESTMENTS INTL, LTD	$498,337	F
SILCHESTER INTL VALUE EQUITY	$70,323,213	F
SYNERGY LIFE SCIENCE PTRS, L.P	$20,070	F
REALTY ASSOCIATES FUND X UTP	$786,852	F
TACONIC OPP. OFFSHORE FUND,LTD	$35,506,986	F
TRILANTIC CAPITAL PARTNERS VI	$2,288,309	F
THOMAS H LEE EQUITY FUND VI,LP	$220,921	F
TRUEBRIDGE CAPITAL PARTNERS V	$5,256,895	F
VARDE CREDIT PARTNERS	$33,815,862	F
VARDE FUND IX, X, XI, XII&XIII	$24,803,656	F
WARBURG PINCUS X	$2,841,655	F
WELLINGTON ARCHIPELAGO	$45,396,129	F
WELLINGTON BAY POND	$1,530,982	F
WELLINGTON CTF EMERGING MKTS	$56,036,512	F
WHI REAL ESTATE PARTNERS V	$362,169	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$763,475,067	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	UNEARNED REVENUE - CORONAVIRUS RELIEF	Desc
Amt	$57,452,392	Amt

Field	Value	IRS element (for citing)
Total Liability	$57,452,392	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$44,984,529	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$36,959,885	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$36,959,885	RevenueNotReportedAmt
Revenue Subtotal	$81,944,414	RevenueSubtotalAmt
Investment Expenses Not Incld	$3,181,735	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$3,181,735	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$85,126,149	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$67,612,311	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$67,612,311	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$3,181,735	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$8,563,771	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$11,745,506	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$79,357,817	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 $8,563,771	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	$229,942,017
Europe (Including Iceland and Greenland)	Investments	$75,908,282
North America	Investments	$46,927,111

Field	Value	IRS element (for citing)
Subtotal Spent	$352,777,410	SubtotalSpentAmt
Total Spent	$352,777,410	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 (133 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)	$198,158	See Part IV
Asheville Area Chamber of Commerce Community
PO Box 1010	Asheville	NC	28802	561762978	501(c)(3)	$365,000	See Part IV
Bald Head Island Conservancy Inc
PO Box 3109	Bald Head Island	NC	28461	581574496	501(c)(3)	$50,000	See Part IV
Beaufort County Community College Foundation
5337 US Hwy 264 East	Washington	NC	27889	581698724	501(c)(3)	$200,000	See Part IV
Belfast-Patetown Sanitary District
PO Box 1583	Goldsboro	NC	27533	561650654	Gov't Entity	$409,000	See Part IV
Bladen Community College
PO Box 266	Dublin	NC	28332	560894927	Gov't Entity	$200,000	See Part IV
Bladen's Bloomin' Agri-Industrial Inc
218A Aviation Pkwy	Elizabethtown	NC	28337	460502334	501(c)(3)	$100,000	See Part IV
Brunswick Novant Medical Center Foundation
240 Hospital Drive NE	Bolivia	NC	28422	274616751	501(c)(3)	$311,250	See Part IV	411 Ivey Street
Caldwell Community College and Technical Inst
2855 Hickory Blvd	Hudson	NC	28638	560817481	Gov't Entity	$480,000	See Part IV
Cape Fear Botanical Garden
PO Box 53485	Fayetteville	NC	28305	561673281	501(c)(3)	$270,000	See Part IV
Carolina Horse Park Foundation
2814 Montrose Rd	Raeford	NC	28376	311589061	501(c)(3)	$22,500	See Part IV
CarolinaEast Medical Center
2000 Neuse Blvd	New Bern	NC	28560	560755775	501(c)(3)	$164,609	See Part IV
Carteret Community College Foundation Inc
3505 Arendell St	Morehead City	NC	28557	516089453	501(c)(3)	$395,749	See Part IV
Carteret County General Hospital Foundation C
3500 Arendell St	Morehead City	NC	28557	561901288	501(c)(3)	$425,000	See Part IV
City of Clinton
221 Lisbon Street	Clinton	NC	28328	566001204	Gov't Entity	$200,000	See Part IV
City of Conover
PO Box 549	Conover	NC	28613	566001208	Gov't Entity	$250,000	See Part IV
City of Dunn
PO Box 1065	Dunn	NC	28335	566001214	Gov't Entity	$142,500	See Part IV
City of Elizabeth City
306 E Colonial Ave	Elizabeth City	NC	27909	566000226	Gov't Entity	$996,300	See Part IV
City of Hickory
PO Box 398	Hickory	NC	28603	566001244	Gov't Entity	$240,000	See Part IV
City of Laurinburg
PO Box 249	Laurinburg	NC	28353	566001263	Gov't Entity	$1,250,000	See Part IV
City of Lumberton
PO Drawer 1388	Lumberton	NC	283591388	566001274	Gov't Entity	$538,000	See Part IV
City of New Bern
PO Box 1129	New Bern	NC	285631129	566000235	Gov't Entity	$854,139	See Part IV
City of Sanford
PO Box 3729	Sanford	NC	273313729	566001328	Gov't Entity	$1,500,000	See Part IV
City of Southport
1029 N Howe Street	Southport	NC	28461	566001338	Gov't Entity	$990,000	See Part IV
College of the Albemarle
1208 North Road St	Elizabeth City	NC	27909	566024012	Gov't Entity	$125,000	See Part IV
County of Beaufort
121 West 3rd St	Washington	NC	28573	566001521	Gov't Entity	$70,165	See Part IV
County of Bladen
PO Box 1048	Elizabethtown	NC	28337	566000277	Gov't Entity	$800,000	See Part IV
County of Cleveland
PO Box 1210	Shelby	NC	281511210	566000288	Gov't Entity	$239,298	See Part IV
County of Columbus
PO Box 1327	Whiteville	NC	28472	566000289	Gov't Entity	$500,000	See Part IV
County of Craven
406 Craven Street	New Bern	NC	28562	566000290	Gov't Entity	$1,393,800	See Part IV
County of Cumberland
414 Ray Ave	Fayetteville	NC	28301	566000291	Gov't Entity	$300,000	See Part IV
County of Duplin
PO Box 910	Kenansville	NC	28349	566000296	Gov't Entity	$305,000	See Part IV
County of Greene
229 Kingold Blvd	Snow Hill	NC	28580	566000304	Gov't Entity	$151,400	See Part IV
County of Halifax
PO Box 38	Halifax	NC	27839	566001836	Gov't Entity	$535,000	See Part IV
County of Hoke
227 N Main St	Raeford	NC	28376	566001525	Gov't Entity	$1,400,000	See Part IV
County of Hyde
PO Box 188	Swan Quarter	NC	27885	566000308	Gov't Entity	$625,000	See Part IV
County of Jones
418 Hwy 58 North Unit A	Trenton	NC	28585	566000312	Gov't Entity	$520,934	See Part IV
County of Pender
PO Box 5	Burgaw	NC	28425	566000329	Gov't Entity	$300,000	See Part IV
County of Richmond
PO Box 504	Rockingham	NC	28379	566000334	Gov't Entity	$1,606,350	See Part IV
County of Rockingham
PO Box 66	Wentworth	NC	27375	566001527	Gov't Entity	$2,200,000	See Part IV
County of Tyrrell
PO Box 449	Columbia	NC	279250449	566000344	Gov't Entity	$25,000	See Part IV
County of Wayne
224 E Walnut St	Goldsboro	NC	27530	566001520	Gov't Entity	$300,000	See Part IV
Cumberland County Hospital System Inc
PO Box 2000	Fayetteville	NC	28304	560845796	501(c)(3)	$638,800	See Part IV
Cypress Pointe Fire & Rescue
PO Box 129	Vass	NC	28394	561405996	501(c)(3)	$62,450	See Part IV
Dunn Police Athletic & Activities League Inc
610 Fairground Road	Dunn	NC	28334	464258788	501(c)(3)	$125,000	See Part IV
Eastern Wayne Sanitary District
PO Box 1583	Goldsboro	NC	27533	561650657	Gov't Entity	$225,000	See Part IV
Elizabeth City State University
1704 Weeksville Rd	Elizabeth City	NC	279099913	561047680	Gov't Entity	$358,000	See Part IV
Family Resource Center South Atlantic
3825 Barrett Dr Ste 104	Raleigh	NC	27609	201257901	501(c)(3)	$452,000	See Part IV
Fayetteville State University
1200 Murchison Road	Fayetteville	NC	28301	561238736	Gov't Entity	$199,280	See Part IV
Fayetteville Technical Community College
PO Box 35236	Fayetteville	NC	283034851	560791849	Gov't Entity	$1,257,735	See Part IV
Good Shepherd Lutheran Church
523 Country Day Road	Goldsboro	NC	27530	237457035	501(c)(3)	$8,055	See Part IV
Goodwill Industries of Northwest North Caroli
2701 Univ Pkwy	WinstonSalem	NC	27105	560588474	501(c)(3)	$434,850	See Part IV
High Country Community Health
PO Box 1490	Boone	NC	28607	273033445	501(c)(3)	$200,000	See Part IV
Highland Presbyterian Church
111 Highland Avenue	Fayetteville	NC	28305	561547905	Gov't Entity	$50,000	See Part IV
Hyde County Schools
PO Box 217	Swan Quarter	NC	27885	566001052	Gov't Entity	$900,000	See Part IV	1430 Main Street
J Arthur Dosher Memorial Hospital Foundation
924 North Howe Street	Southport	NC	28461	272041641	501(c)(3)	$378,000	See Part IV
J O Y Ministry
105 North Caledonia Rd	Laurinburg	NC	28352	562036965	501(c)(3)	$43,426	See Part IV
Johnston Community College Foundation Inc
245 College Road	Smithfield	NC	27577	581663605	501(c)(3)	$185,994	See Part IV	PO Box 2350
Lenoir Community College Foundation Inc
PO Box 188	Kinston	NC	28502	561055936	501(c)(3)	$25,000	See Part IV
Lexington City Schools
1010 Fair St	Lexington	NC	27292	566001065	Gov't Entity	$145,192	See Part IV
Memorial Missionary Baptist Church
PO Box 12905	New Bern	NC	28561	561393395	501(c)(3)	$50,000	See Part IV
Men and Women United for Youth and Families
PO Box 315	Delco	NC	28436	161770367	501(c)(3)	$140,000	See Part IV
Metropolitan Community Health Services Inc
PO Box 1886	Washington	NC	27889	562143419	501(c)(3)	$200,000	See Part IV	120 W Martin Luther King Jr Dr
Montgomery Community College
1011 Page Street	Troy	NC	27371	560895349	Gov't Entity	$375,000	See Part IV
Mt Olive African Methodist Episcopal Zion Ch
PO Box 14784	New Bern	NC	28562	561447152	501(c)(3)	$154,056	See Part IV
North Carolina Community College System
5016 Mail Service ctr	Raleigh	NC	27699	561288079	Gov't Entity	$1,500,000	See Part IV
North Carolina State Education Assistance Aut
PO Box 13663	RTP	NC	27709	566172047	Gov't Entity	$2,582,325	See Part IV
North Carolina Wesleyan College
3400 N Wesleyan Blvd	Rocky Mount	NC	27804	560686603	501(c)(3)	$100,000	See Part IV
Northwestern Wayne Sanitary District
PO Box 1583	Goldsboro	NC	27533	561727090	Gov't Entity	$59,000	See Part IV
Ocracoke Assembly of God Church
PO Box 68	Ocracoke	NC	27960	562012114	501(c)(3)	$10,000	See Part IV
Ocracoke United Methodist Church
PO Box 278	Ocracoke	NC	27960	560672978	Gov't Entity	$95,150	See Part IV
Olympia Volunteer Fire Department
500 Olympia Road	New Bern	NC	28560	561242191	501(c)(3)	$368,711	See Part IV
Onslow Community Outreach
600 Court Street	Jacksonville	NC	28540	561705813	501(c)(3)	$6,773	See Part IV
Pembroke Rescue Squad Inc
PO Box 385	Pembroke	NC	28372	561362515	501(c)(3)	$495,000	See Part IV
Phoenix Employment Services Of Wilmington In
20 N 4th St Ste 430	Wilmington	NC	28401	542074778	501(c)(3)	$225,000	See Part IV
Piedmont Community College
PO Box 1197	Roxboro	NC	275735492	560990351	Gov't Entity	$500,000	See Part IV
Piedmont Triad Regional Council
1398 Carrollton Crossing Dr	Kernersville	NC	27284	561241166	Gov't Entity	$200,000	See Part IV
Pitt Community College
PO Box drawer 7007	Greenville	NC	27835	560793335	Gov't Entity	$200,000	See Part IV
Pollocksville Baptist Church
PO Box 208	Pollocksville	NC	28573	561193952	501(c)(3)	$64,064	See Part IV
Roanoke-Chowan Community College
109 Community College Rd	Ahoskie	NC	27910	560891591	Gov't Entity	$410,000	See Part IV
Robeson Community College Foundation Inc
PO Box 1420	Lumberton	NC	28359	581648764	501(c)(3)	$201,496	See Part IV
Rural Economic Development Center Inc
4021 Carya Dr	Raleigh	NC	27610	561552375	501(c)(3)	$20,227,608	See Part IV
Saint Luke AME Zion
709 Church Street	Wilmington	NC	28401	561084952	501(c)(3)	$50,000	See Part IV
Sampson Community College Foundation Inc
PO Box 318	Clinton	NC	28328	570834646	501(c)(3)	$1,000,000	See Part IV
Sandhills Community College Foundation Inc
3395 Airport Road	Pinehurst	NC	28374	560946799	501(c)(3)	$680,000	See Part IV
Sandy Run Missionary Baptist Church Incorpor
PO Box 999	Jacksonville	NC	28540	561416669	501(c)(3)	$50,000	See Part IV
Smyrna Baptist Church
4934 Peacock Rd	Whiteville	NC	28472	561383647	501(c)(3)	$10,875	See Part IV
Southeastern Community College
PO Box 151	Whiteville	NC	28472	560815200	Gov't Entity	$500,000	See Part IV
Southeastern Regional Medical Center
300 West 27th Street	Lumberton	NC	28358	560530233	501(c)(3)	$500,000	See Part IV	PO Box 1408 28359
Southeastern Wayne Sanitary District
PO Box 1583	Goldsboro	NC	27533	561650658	Gov't Entity	$240,000	SEE PART IV
Southwestern Wayne Sanitary District
PO Box 1583	Goldsboro	NC	27533	561727088	Gov't Entity	$51,000	SEE PART IV
St Andrews Presbyterian College
1700 Dogwood Mile St	Laurinburg	NC	28352	560530240	501(c)(3)	$500,000	SEE PART IV
St Thomas AME Zion Church
PO Box 242	Swansboro	NC	28584	561156175	501(c)(3)	$6,111	SEE PART IV
Sturgeon City of Jacksonville NC Incorporate
PO Box 1056	Jacksonville	NC	28541	562228246	501(c)(3)	$7,364	SEE PART IV
The Ocracoke Foundation Inc
PO Box 1689	Ocracoke	NC	27960	562602254	501(c)(3)	$600,400	SEE PART IV
The University of North Carolina at Chapel Hi
104 Airport Dr 2200	Chapel Hill	NC	27599	566001393	501(c)(3)	$150,000	SEE PART IV
Town of Aurora
PO Box 86 295 Main Street	Aurora	NC	27806	566001169	Gov't Entity	$262,030	SEE PART IV
Town of Autryville
215 S Gray Street	Autryville	NC	28318	561191898	Gov't Entity	$25,000	SEE PART IV
Town of Benson
303 E Church Street	Benson	NC	27504	566001176	Gov't Entity	$519,904	SEE PART IV
Town of Bolton
PO Box 327	Bolton	NC	28423	560941459	Gov't Entity	$240,817	SEE PART IV
Town of Calypso
PO Box 327	Calypso	NC	28325	560947415	Gov't Entity	$185,000	SEE PART IV
Town of Cape Carteret
102 Dolphin Street	Cape Carteret	NC	28584	560987439	Gov't Entity	$37,681	SEE PART IV
Town of Caswell Beach
1100 Caswell Beach Rd	Caswell Beach	NC	28465	561115702	Gov't Entity	$124,000	SEE PART IV
Town of Clarkton
PO Box 307	Clarkton	NC	28433	566001202	Gov't Entity	$259,047	SEE PART IV
Town of Fairmont
PO Box 248	Fairmont	NC	28340	566001223	Gov't Entity	$315,000	SEE PART IV
Town of Fremont
PO Box 4	Fremont	NC	27830	566001230	Gov't Entity	$124,000	SEE PART IV
Town of Lake Waccamaw
PO Box 145	Lake Waccamaw	NC	28450	560773905	Gov't Entity	$325,000	SEE PART IV
Town of Liberty
PO Box 1006	Liberty	NC	27298	566001266	Gov't Entity	$493,779	SEE PART IV
Town of Lillington
PO Box 296	Lillington	NC	27546	566001268	Gov't Entity	$463,479	SEE PART IV
Town of Mocksville
171 South Clement St	Mocksville	NC	27028	566001288	Gov't Entity	$450,000	SEE PART IV
Town of North Wilkesboro
PO Box 218	North Wilkesboro	NC	28659	566001302	Gov't Entity	$200,000	See Part IV	832 Main Street
Town of Parmele
PO Box 98	Parmele	NC	27861	561372511	Gov't Entity	$40,000	See Part IV
Town of Pembroke
PO Box 866	Pembroke	NC	28372	560809922	Gov't Entity	$135,750	See Part IV
Town of Pollocksville
PO Box 97	Pollocksville	NC	285730097	561054547	Gov't Entity	$1,000,000	See Part IV
Town of Robbins
PO Box 296	Robbins	NC	27325	566001853	Gov't Entity	$500,000	See Part IV
Town of Selma
114 North Raiford St	Selma	NC	27576	566001331	Gov't Entity	$824,370	See Part IV
Town of St Pauls
210 W Blue Street	St Pauls	NC	28384	566001327	Gov't Entity	$430,000	See Part IV	PO Box 364
Town of Surf City
201 Community Center Dr	Surf City	NC	28445	560768870	Gov't Entity	$1,372,538	See Part IV
Town of Swansboro
601 W Corbett Ave	Swansboro	NC	28584	566001347	Gov't Entity	$34,728	See Part IV
Town of Tabor City
PO Drawer 655	Tabor City	NC	28463	566001349	Gov't Entity	$510,000	See Part IV
Town of Turkey
PO Box 55	Turkey	NC	28393	561274646	Gov't Entity	$168,694	See Part IV
Towncreek Vision Corporation
PO Box 407	Winnabow	NC	28479	561791574	501(c)(3)	$200,000	See Part IV
Trenton Missionary Baptist Church
PO Box 369	Trenton	NC	28585	561376966	501(c)(3)	$85,200	See Part IV	206 W Jones St
Trenton United Methodist Church
PO Box 520	Trenton	NC	28585	561261522	501(c)(3)	$91,525	See Part IV
Trenton Volunteer Fire Department Inc
PO Box 309	Trenton	NC	28585	900685201	501(c)(3)	$1,800,000	See Part IV
Triangle Volunteer Fire Department Inc
PO Box 128	Bayboro	NC	28515	561945679	501(c)(3)	$250,000	See Part IV
Tri-County Community Health Council Inc
PO Box 227	Newton Grove	NC	28366	581319204	501(c)(3)	$500,000	See Part IV
Union Chapel AME Zion Church
PO Box 72	Grantsboro	NC	28529	561381920	501(c)(3)	$45,101	See Part IV
United Way of Robeson County Inc
PO Box 2652	Lumberton	NC	28359	581636285	501(c)(3)	$9,246	See Part IV
University of North Carolina at Pembroke Foundatio
202 Main St	Pembroke	NC	28372	581592230	501(c)(3)	$480,000	See Part IV
Village of Walnut Creek
PO Box 10911	Goldsboro	NC	27534	561368096	Gov't Entity	$313,796	See Part IV	103 Village Drive
Wilkes Economic Development Corporation
213 Ninth Street	North Wilkesboro	NC	28659	561957642	501(c)(3)	$63,000	See Part IV
Wilkes Recovery Revolution Inc
506 8th Street	North Wilkesboro	NC	28659	811600840	501(c)(3)	$423,459	See Part IV

Field	Value	IRS element (for citing)
Total501c3 Org	133	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 Filling the Advanced Manufacturing Skills Gap in Computer-Integrated Machining Technology in Alamance County 2 Equity Employer Partnership Program 3 Repairing Damage to Bald Head Island Conservancy Infrastructure Caused by Hurricane Florence 4 BCCC Boat Building and Manufacturing Program Inception 5 BPSD 2020 Generator Improvements Project 6 Bladen Community College - Better Buildings Better Nurses 7 Project Flag 8 Emergency/Continuous-Use Water Well and Reservoir System 9 Pharmaceutical Workforce Pipeline (PWP) 10 Cape Fear Botanical Garden Hurricane Florence Recovery Program 11 Dam Repair 12 Hurricane Florence Reimbursement 13 Carteret Community College Shoreline Mitigation 14 Disaster Hazard Mitigation Plan 15 Clinton Levee WWTP Outfall Repair 16 Conover Project Grow Infrastructure Project 17 City of Dunn Assessment of Inflow and Infiltration 18 Sanitary Sewer Pump Station Replacement 19 Hickory Project Enzyme Water Line Extension Project 20 City of Laurinburg North Fire Station 21 Lumberton Wells & Raw Water Intake Project 22 Replacement of City of New Bern Swift Water Rescue Boat - Sewer Mitigation and Rehabilitation for Citywide Resiliency - Utilities Disaster Recovery and Resiliency Project 23 City of Sanford Project Forge Infrastructure Improvements 24 Sewer System Rehab 25 Training Tomorrow's Machining Workforce Today 26 Northside Water System District IV/V Backup Generators 27 Bladen County Commercial Truck and Public Safety Driving Center 28 Accelerate Cleveland County 29 Columbus County Entrepreneurial & Business Development Center 30 Craven County Schools Emergency Generators 31 Improving the Regional Nursing Pipeline - Professional Development 32 Medic 3 Relocation - Duplin County Water System Backup Generators 33 Essential Facility Back Up Generators; EMS Station #2 & County Complex Internet Demarcation point/limited Functionality 34 Halifax County Building Expansion Project 35 Grow Hoke 36 Ocracoke EMS Station Replacement - Hyde County Tram Replacement 37 Trent River/Chinquapin Branch Waterline Damage Replacement - Backup Generator Improvements - Trent River South Waterline River Crossing Replacement - Jones County Disaster Recovery 38 Pender County Courthouse Florence Restoration and Mitigation Project 39 Richmond County Energy Park Wastewater Line - Nicholson Road Water Main Relocation 40 500,000 Gallon Elevated Storage Tank 41 Maintenance Garage Replacement 42 Insure 43 Instructional Technology for the Center for Medical Education and Research - Cape Fear Valley- Bladen County Hospital - Facility Repairs and Mitigation 44 Fire Station Roof Replacement 45 Career Readiness and Workforce Development 46 EWSD 2020 Standby Power Improvements 47 Project GAP "Granting Advanced Preparation" 48 New Start 49 Innovation and Entrepreneurship Hub 50 Enhancing the Healthcare Talent Pipeline in Cumberland County and the Sandhills Prosperity Zone - Project Cumberland Grow 51 Hurricane Matthew Damage Repairs 52 Rural Results 53 Creating Jobs and Improving Oral Health Access 54 Hurricane Florence Building Repairs 55 Ocracoke School Rebuild 56 Emergency Water Supply System 57 Joy Ministry Restoration 58 Fundamentals of Welding Fabrication 59 Trenton Project 60 Cyber Security Academy 61 Memorial Missionary Baptist Church Restoration Project 62 Communities Connected 4 Success (CC4S) 63 Plymouth Phase A: Dental 64 Expansion of Advanced Agricultural Training in Montgomery County 65 Replacement of Mt. Olive African Methodist Episcopal Zion Church 66 Golden LEAF Pathway to Employment Scholarship 67 Golden LEAF Scholarship Program 2020-21 68 Logistics & Supply Chain Management Degree Program 69 NWWSD Standby Power Project 70 Lifesaving Church Septic Repair and Facilities Installation 71 OUMC Dorian Disaster Recovery 72 Olympia Volunteer Fire Department - Building/Community Center 73 Onslow Community Outreach Florence Recovery 74 Pembroke Rescue Squad Support 75 Cape Fear Works 76 PCC's Triple E (Empowerment and Education for Employment) Grant 77 Workforce Transportation Network 78 Pitt Technical Academy Expansion Project 79 Pollocksville Baptist Church and Parsonage Rebuild 80 Southern Northampton Advancement Project (SNAP) 81 RCC's Heating, Air Conditioning and Refrigeration (HVAC/R) Equipment Project 82 NC Rapid Recovery Loan Program - Regional Leadership and Capacity Building Initiative 83 Project Restore St. Luke 84 Sampson Trades Center 85 Building Futures 86 Sandy Run Missionary Baptist Church 87 Smyrna Baptist Church Youth Center Restoration Whiteville, NC 28472 88 SCC Nursing and Health Technologies Simulation Lab Enhancement Project 89 Addition of 2nd Linear Accelerator - Gibson Cancer Center 90 SEWSD 2020 Emergency Power Improvements 91 SWWSD Emergency Power Project 92 Health Services Program 93 St. Thomas Church and Graveyard Restoration 94 Sturgeon City Canoe Launch Repair 95 Will Willis Store - Fish House and Dock Disaster Recovery - Ocracoke Seafood Company Hurricane Dorian Repairs 2019 - Main Dock Replacement at Ocracoke's Community Square 96 Lead for North Carolina Pilot Project 97 Town of Aurora Generators - Aurora Industrial Park 98 Autryville Stormwater Repair 99 Town of Benson Replacement Public Works Building - Town of Benson Stormwater Infrastructure Rehabilitation 100 Bolton Downtown Stormwater Repair - Bolton Water Loss Assessment 101 Town of Calypso Flood Study 102 Cape Carteret Emergency Response Vehicle Replacement 103 Stormwater/Flood Resiliency Plan 104 Head Works Auger Screen Replacement 105 WWTR Access Road & Generator Improvements 106 Town of Fremont Storm Drainage Improvements 107 Lake Waccamaw Lift Station Mitigation 108 Liberty Damage Study Project 109 Lillington Front Street Repair and Sewer System Assessment 110 Project Knight 111 Jeld-Wen Elevated Water Tank 112 Maintenance Garage Replacement 113 Town of Pembroke / UNC-Pembroke Stormwater Mitigation Project 114 Town of Pollocksville Hazard Mitigation Project -- Historic Depot Relocation/Restoration and Wastewater Infrastructure Elevation 115 Robbins Wastewater Recovery Project 116 Comprehensive Inflow and Infiltration Study 117 Town of St. Pauls Stormwater Master Plan and Corrective Action Implementation 118 Replacement Town Hall - Nelva R Albury Park Repairs 119 Generators at Town Hall and Public Safety Building 120 Tabor City WWTP Improvements 121 Turkey Stormwater Rehabilitation 122 TVC C3 (Community Construction Cooperative) Project 123 Trenton Missionary Baptist Hurricane Florence Recovery 124 Trenton United Methodist Church Hurricane Florence Repair 125 Trenton Volunteer Fire Department Station Replacement 126 New Fire Station 127 CommWell Health Newton Grove/Spivey's Corner Campus Transformation Project 128 Union Chapel Church Repairs 129 Robeson County Nonprofit Infrastructure Rebuild & Mitigation 130 Sandhills Entrepreneurship Engagement Network (SEEN) 131 Walnut Creek Pump Station No. 1 132 Wilkes Agricultural Equipment Rental Program 133 H.O.W - Healing Our Workforce

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
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

Field	Value	IRS element (for citing)
Person	EDWARD LORD	PersonNm
Title	VP PROGRAMS/STAFF ATTY	TitleTxt
Base Compensation Filing Org	$154,813	BaseCompensationFilingOrgAmt
Bonus Filing Organization	$20,548	BonusFilingOrganizationAmount
Other Compensation Filing Org	$414	OtherCompensationFilingOrgAmt
Deferred Compensation Flng Org	$19,101	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$21,204	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$216,080	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
OTHER COMPENSATION - FORM 990, SCHEDULE J, PART I, LINE 1A:	Rotary Club Dues
WRITTEN POLICY - FORM 990, SCHEDULE J, PART I, LINE 1B:	Payment of dues approved by board of directors

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS- 990, PART VI, LINE 4:	The bylaws were amended to clarify the roles of the Board of Directors and the President of the Foundation. 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 $8,563,771
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, 2021 and will be completed by the due date.