2020-11-11T15:58:15-06:00 2020-06-30 BDO USA LLP 1100 PEACHTREE STREET SUITE 700 ATLANTA GA 303094516 990 2019-07-01 522204473 The Golden LEAF Inc % BETH EDMONDSON GOLD 2524427474 301 N Winstead Avenue Rocky Mount NC 27804 SCOTT T HAMILTON PRESIDENT 2524427474 2020-11-11 true Sandra L Feinsmith P01064157 4046886841 2020-11-05 73.184.37.52 54621820203165000035 2020-11-11 P A7F89E5AD94CC2F2DF7702F58E6B85A47B9BDC36 B5C7D6451486FF9E48FCEB35A1F3D976698BA3D4 2019 2021-01-29 14:40:06Z SCOTT T HAMILTON 301 N Winstead Avenue Rocky Mount NC 27804 309883048 false X www.goldenleaf.org X 1999 NC SEE PART III, LINE 1 15 15 22 0 -484019 -1604979 57739692 42706990 0 0 46616044 42418769 7440 390 104363176 85126149 59453799 73450009 0 0 2067969 2029634 0 0 0 3382109 3878174 64903877 79357817 39459299 5768332 1192806381 1207394628 196863993 234080022 995942388 973314606 X 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. false false 74917844 73450009 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. 74917844 true true false true false false false false false false false true false false true false true false false false true false false false false false false true false true false false false false false false false false false false false false false false false false false true 22 0 true 22 true true true true EI false false false false false false false false false false X 15 15 false false true false true true true true true false false true true true true true true true false false X BETH EDMONDSON 2524427474 301 N WINSTEAD AVE rocky mount NC 27804 X EDWARD LORD VP PROGRAMS/STAFF ATTY 40.0 0.0 X 175775 0 40305 BETH EDMONDSON CONTROLLER 30.0 0.0 X 112397 0 28141 JONATHAN P BOYD DIRECTOR OF INVESTMENTS 40.0 0.0 X 112731 0 22095 TERRI ADOU-DY DIR OF PROGRAMS/ADMINSTRATION 40.0 0.0 X 106252 0 28165 KASEY GINSBERG DIR OF PROGRAMS/EXTRNL AFFAIRS 40.0 0.0 X 101050 0 20702 MARILYN CHISM DIRECTOR OF PROGRAMS 40.0 0.0 X 100820 0 11499 SCOTT HAMILTON PRESIDENT 40.0 0.0 X 24296 0 3088 THOMAS TAFT SR DIRECTOR 3.0 0.0 X 2600 0 0 RANDY ISENHOWER DIRECTOR 3.0 0.0 X 1632 0 0 BO BIGGS Board Chair 15.0 0.0 X X 1248 0 0 Thomas J Hester Jr SECRETARY 3.0 0.0 X X 1248 0 0 DAVID ROSE DIRECTOR 3.0 0.0 X 1248 0 0 BOBBIE J RICHARDSON DIRECTOR 3.0 0.0 X 1144 0 0 LAWRENCE DAVENPORT DIRECTOR 3.0 0.0 X 1036 0 0 THOMAS STITH DIRECTOR 3.0 0.0 X 936 0 0 JEROME VICK DIRECTOR 3.0 0.0 X 832 0 0 CAROLYN JUSTICE DIRECTOR 3.0 0.0 X 728 0 0 JOHNATHAN RHYNE JR TREASURER / ASST SECRETARY 3.0 0.0 X X 728 0 0 JAMES GARDNER DIRECTOR 3.0 0.0 X 520 0 0 BARRY DODSON DIRECTOR 3.0 0.0 X 0 0 0 DONALD FLOW VICE CHAIR 3.0 0.0 X X 0 0 0 LEE ROBERTS DIRECTOR 3.0 0.0 X 0 0 0 DARRYL MOSS DIRECTOR 3.0 0.0 X 0 0 0 BRIAN RAYNOR DIRECTOR 3.0 0.0 X 0 0 0 Ralph Strayhorn III Director 3.0 0.0 X 0 0 0 747221 0 153995 6 false true false SILCHESTER INTERNATIONAL INVESTORS 780 THIRD AVENUE 42ND FLOOR NEW YORK NY 10017 Investment Mgmt 564956 DRZ 250 PARK AVENUE SOUTH SUITE 250 WINTER PARK FL 32789 Investment Mgmt 447826 WELLINGTON MANAGEMENT 280 Congress Street BOSTON MA 02110 Investment MGMT 427275 Prime Buchholz Associates Inc 25 Chestnut Street PORTSMOUTH NH 03801 Invest. Consulting 325405 RICE HALL JAMES ASSOCIATES LLC 600 WEST BROADWAY SUITE 100 SAN DIEGO CA 92101 INVESTMENT MGMT 246290 8 42047608 659382 42706990 0 16352323 -484019 16836342 0 0 0 0 0 250823345 224756899 26066446 26066446 26066446 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 390 390 390 85126149 -484019 42903178 73450009 73450009 0 0 0 1047215 701487 345728 0 0 669198 535369 133829 0 61263 42751 18512 0 141032 85768 55264 0 110926 69797 41129 0 0 180586 0 180586 0 79777 0 79777 0 0 0 3181735 0 3181735 0 63226 0 63226 0 21913 0 21913 0 48691 0 48691 0 72344 0 72344 0 0 66151 0 66151 0 35991 32663 3328 0 0 0 0 0 0 18926 18926 0 BOARD OF DIRECTORS EXPENSES 68709 68709 CAPITAL OUTLAYS 28977 28977 DUES AND MEMBERSHIPS 4530 4530 UNRELATED BUS. INCOME TAX 4006 4006 2612 2612 79357817 74917844 4439973 0 1187307 2368513 0 0 0 0 4535924 4123567 0 0 0 0 112230 96029 0 0 112906 45972 0 0 416447598 437285480 770410416 763475067 0 0 0 0 0 0 1192806381 1207394628 194338 233889 196669655 176393741 0 0 0 0 0 0 0 0 0 0 0 0 0 57452392 196863993 234080022 X 0 0 0 0 995942388 973314606 995942388 973314606 1192806381 1207394628 X 5768332 -36959885 8563771 X X false true X true true false X 11212167 35389953 47744750 57739692 42706990 194793552 0 0 11212167 35389953 47744750 57739692 42706990 194793552 0 194793552 8177230 9100450 13527254 16891425 16352323 64048682 0 3332 4488 4776 7440 390 20426 258862660 0.75250 0.72985 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 9350 false false 9350 false Lobbying Activity - Form 990, Schedule C, Part II-B, LIne 1G: 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. ACADIAN GLOBAL MANAGED 55012652 F AG REALTY FND VII(TE)&FND VIII 6103760 F AURORA VENTURES IV & V 2262109 F BEACON CPTL STRTEGIC PTRS VI 205650 F SWIFTCURRENT OFFSHORE, LTD. 14448669 F CANTILLON GLOBAL VALUE FUND 75908282 F CARLYLE VENTURE PARTNERS II,LP 56512 F CAROUSEL CAPITAL PTRS IV & V 13860935 F COLONY INVESTORS VIII, L.P 122700 F DENHAM COMMODITY PTRS FND V&VI 2306128 F ENCAP ENERGY CAPITAL FUND 22462968 F FARALLON CAPITAL INSTITUTIONAL 38891898 F FPA HAWKEYE FUND, LLC 35230798 F KING STREET CAPITAL, LTD 22384001 F LEXINGTON CAPITAL PTRS V & LCP 678676 F LONE CASCADE, L.P 69622693 F MATLIN PATTERSON GLOBAL OPP 894792 F MATRIX CAPITAL MGMT FD (OFSHR) 50677634 F NORTH ROCK FUND, LTD. 31138321 F NUT TREE OFFSHORE FUND, LTD 35916275 F Q-BLK PRIVATE CAPITAL II, L.P 1801817 F SCULPTOR REAL ESTATE FUND III 3014471 F SCULPTOR OVERSEAS FUND II 784778 F SHEPHERD INVESTMENTS INTL, LTD 498337 F SILCHESTER INTL VALUE EQUITY 70323213 F SYNERGY LIFE SCIENCE PTRS, L.P 20070 F REALTY ASSOCIATES FUND X UTP 786852 F TACONIC OPP. OFFSHORE FUND,LTD 35506986 F TRILANTIC CAPITAL PARTNERS VI 2288309 F THOMAS H LEE EQUITY FUND VI,LP 220921 F TRUEBRIDGE CAPITAL PARTNERS V 5256895 F VARDE CREDIT PARTNERS 33815862 F VARDE FUND IX, X, XI, XII&XIII 24803656 F WARBURG PINCUS X 2841655 F WELLINGTON ARCHIPELAGO 45396129 F WELLINGTON BAY POND 1530982 F WELLINGTON CTF EMERGING MKTS 56036512 F WHI REAL ESTATE PARTNERS V 362169 F 763475067 0 UNEARNED REVENUE - CORONAVIRUS RELIEF 57452392 57452392 44984529 -36959885 -36959885 81944414 3181735 3181735 85126149 67612311 67612311 3181735 8563771 11745506 79357817 FORM 990, SCHEDULE D, PART XII, LINE 4B: CANCELLED GRANTS $8,563,771 Central America and the Caribbean Investments 229942017 Europe (Including Iceland and Greenland) Investments 75908282 North America Investments 46927111 352777410 352777410 true false false true true false true Alamance Community College Foundation Inc 1247 Jimmie Kerr Road Graham NC 27253 581511004 501(c)(3) 198158 See Part IV Asheville Area Chamber of Commerce Community PO Box 1010 Asheville NC 28802 561762978 501(c)(3) 365000 See Part IV Bald Head Island Conservancy Inc PO Box 3109 Bald Head Island NC 28461 581574496 501(c)(3) 50000 See Part IV Beaufort County Community College Foundation 5337 US Hwy 264 East Washington NC 27889 581698724 501(c)(3) 200000 See Part IV Belfast-Patetown Sanitary District PO Box 1583 Goldsboro NC 27533 561650654 Gov't Entity 409000 See Part IV Bladen Community College PO Box 266 Dublin NC 28332 560894927 Gov't Entity 200000 See Part IV Bladen's Bloomin' Agri-Industrial Inc 218A Aviation Pkwy Elizabethtown NC 28337 460502334 501(c)(3) 100000 See Part IV Brunswick Novant Medical Center Foundation 240 Hospital Drive NE 411 Ivey Street Bolivia NC 28422 274616751 501(c)(3) 311250 See Part IV Caldwell Community College and Technical Inst 2855 Hickory Blvd Hudson NC 28638 560817481 Gov't Entity 480000 See Part IV Cape Fear Botanical Garden PO Box 53485 Fayetteville NC 28305 561673281 501(c)(3) 270000 See Part IV Carolina Horse Park Foundation 2814 Montrose Rd Raeford NC 28376 311589061 501(c)(3) 22500 See Part IV CarolinaEast Medical Center 2000 Neuse Blvd New Bern NC 28560 560755775 501(c)(3) 164609 See Part IV Carteret Community College Foundation Inc 3505 Arendell St Morehead City NC 28557 516089453 501(c)(3) 395749 See Part IV Carteret County General Hospital Foundation C 3500 Arendell St Morehead City NC 28557 561901288 501(c)(3) 425000 See Part IV City of Clinton 221 Lisbon Street Clinton NC 28328 566001204 Gov't Entity 200000 See Part IV City of Conover PO Box 549 Conover NC 28613 566001208 Gov't Entity 250000 See Part IV City of Dunn PO Box 1065 Dunn NC 28335 566001214 Gov't Entity 142500 See Part IV City of Elizabeth City 306 E Colonial Ave Elizabeth City NC 27909 566000226 Gov't Entity 996300 See Part IV City of Hickory PO Box 398 Hickory NC 28603 566001244 Gov't Entity 240000 See Part IV City of Laurinburg PO Box 249 Laurinburg NC 28353 566001263 Gov't Entity 1250000 See Part IV City of Lumberton PO Drawer 1388 Lumberton NC 283591388 566001274 Gov't Entity 538000 See Part IV City of New Bern PO Box 1129 New Bern NC 285631129 566000235 Gov't Entity 854139 See Part IV City of Sanford PO Box 3729 Sanford NC 273313729 566001328 Gov't Entity 1500000 See Part IV City of Southport 1029 N Howe Street Southport NC 28461 566001338 Gov't Entity 990000 See Part IV College of the Albemarle 1208 North Road St Elizabeth City NC 27909 566024012 Gov't Entity 125000 See Part IV County of Beaufort 121 West 3rd St Washington NC 28573 566001521 Gov't Entity 70165 See Part IV County of Bladen PO Box 1048 Elizabethtown NC 28337 566000277 Gov't Entity 800000 See Part IV County of Cleveland PO Box 1210 Shelby NC 281511210 566000288 Gov't Entity 239298 See Part IV County of Columbus PO Box 1327 Whiteville NC 28472 566000289 Gov't Entity 500000 See Part IV County of Craven 406 Craven Street New Bern NC 28562 566000290 Gov't Entity 1393800 See Part IV County of Cumberland 414 Ray Ave Fayetteville NC 28301 566000291 Gov't Entity 300000 See Part IV County of Duplin PO Box 910 Kenansville NC 28349 566000296 Gov't Entity 305000 See Part IV County of Greene 229 Kingold Blvd Snow Hill NC 28580 566000304 Gov't Entity 151400 See Part IV County of Halifax PO Box 38 Halifax NC 27839 566001836 Gov't Entity 535000 See Part IV County of Hoke 227 N Main St Raeford NC 28376 566001525 Gov't Entity 1400000 See Part IV County of Hyde PO Box 188 Swan Quarter NC 27885 566000308 Gov't Entity 625000 See Part IV County of Jones 418 Hwy 58 North Unit A Trenton NC 28585 566000312 Gov't Entity 520934 See Part IV County of Pender PO Box 5 Burgaw NC 28425 566000329 Gov't Entity 300000 See Part IV County of Richmond PO Box 504 Rockingham NC 28379 566000334 Gov't Entity 1606350 See Part IV County of Rockingham PO Box 66 Wentworth NC 27375 566001527 Gov't Entity 2200000 See Part IV County of Tyrrell PO Box 449 Columbia NC 279250449 566000344 Gov't Entity 25000 See Part IV County of Wayne 224 E Walnut St Goldsboro NC 27530 566001520 Gov't Entity 300000 See Part IV Cumberland County Hospital System Inc PO Box 2000 Fayetteville NC 28304 560845796 501(c)(3) 638800 See Part IV Cypress Pointe Fire & Rescue PO Box 129 Vass NC 28394 561405996 501(c)(3) 62450 See Part IV Dunn Police Athletic & Activities League Inc 610 Fairground Road Dunn NC 28334 464258788 501(c)(3) 125000 See Part IV Eastern Wayne Sanitary District PO Box 1583 Goldsboro NC 27533 561650657 Gov't Entity 225000 See Part IV Elizabeth City State University 1704 Weeksville Rd Elizabeth City NC 279099913 561047680 Gov't Entity 358000 See Part IV Family Resource Center South Atlantic 3825 Barrett Dr Ste 104 Raleigh NC 27609 201257901 501(c)(3) 452000 See Part IV Fayetteville State University 1200 Murchison Road Fayetteville NC 28301 561238736 Gov't Entity 199280 See Part IV Fayetteville Technical Community College PO Box 35236 Fayetteville NC 283034851 560791849 Gov't Entity 1257735 See Part IV Good Shepherd Lutheran Church 523 Country Day Road Goldsboro NC 27530 237457035 501(c)(3) 8055 See Part IV Goodwill Industries of Northwest North Caroli 2701 Univ Pkwy WinstonSalem NC 27105 560588474 501(c)(3) 434850 See Part IV High Country Community Health PO Box 1490 Boone NC 28607 273033445 501(c)(3) 200000 See Part IV Highland Presbyterian Church 111 Highland Avenue Fayetteville NC 28305 561547905 Gov't Entity 50000 See Part IV Hyde County Schools PO Box 217 1430 Main Street Swan Quarter NC 27885 566001052 Gov't Entity 900000 See Part IV J Arthur Dosher Memorial Hospital Foundation 924 North Howe Street Southport NC 28461 272041641 501(c)(3) 378000 See Part IV J O Y Ministry 105 North Caledonia Rd Laurinburg NC 28352 562036965 501(c)(3) 43426 See Part IV Johnston Community College Foundation Inc 245 College Road PO Box 2350 Smithfield NC 27577 581663605 501(c)(3) 185994 See Part IV Lenoir Community College Foundation Inc PO Box 188 Kinston NC 28502 561055936 501(c)(3) 25000 See Part IV Lexington City Schools 1010 Fair St Lexington NC 27292 566001065 Gov't Entity 145192 See Part IV Memorial Missionary Baptist Church PO Box 12905 New Bern NC 28561 561393395 501(c)(3) 50000 See Part IV Men and Women United for Youth and Families PO Box 315 Delco NC 28436 161770367 501(c)(3) 140000 See Part IV Metropolitan Community Health Services Inc PO Box 1886 120 W Martin Luther King Jr Dr Washington NC 27889 562143419 501(c)(3) 200000 See Part IV Montgomery Community College 1011 Page Street Troy NC 27371 560895349 Gov't Entity 375000 See Part IV Mt Olive African Methodist Episcopal Zion Ch PO Box 14784 New Bern NC 28562 561447152 501(c)(3) 154056 See Part IV North Carolina Community College System 5016 Mail Service ctr Raleigh NC 27699 561288079 Gov't Entity 1500000 See Part IV North Carolina State Education Assistance Aut PO Box 13663 RTP NC 27709 566172047 Gov't Entity 2582325 See Part IV North Carolina Wesleyan College 3400 N Wesleyan Blvd Rocky Mount NC 27804 560686603 501(c)(3) 100000 See Part IV Northwestern Wayne Sanitary District PO Box 1583 Goldsboro NC 27533 561727090 Gov't Entity 59000 See Part IV Ocracoke Assembly of God Church PO Box 68 Ocracoke NC 27960 562012114 501(c)(3) 10000 See Part IV Ocracoke United Methodist Church PO Box 278 Ocracoke NC 27960 560672978 Gov't Entity 95150 See Part IV Olympia Volunteer Fire Department 500 Olympia Road New Bern NC 28560 561242191 501(c)(3) 368711 See Part IV Onslow Community Outreach 600 Court Street Jacksonville NC 28540 561705813 501(c)(3) 6773 See Part IV Pembroke Rescue Squad Inc PO Box 385 Pembroke NC 28372 561362515 501(c)(3) 495000 See Part IV Phoenix Employment Services Of Wilmington In 20 N 4th St Ste 430 Wilmington NC 28401 542074778 501(c)(3) 225000 See Part IV Piedmont Community College PO Box 1197 Roxboro NC 275735492 560990351 Gov't Entity 500000 See Part IV Piedmont Triad Regional Council 1398 Carrollton Crossing Dr Kernersville NC 27284 561241166 Gov't Entity 200000 See Part IV Pitt Community College PO Box drawer 7007 Greenville NC 27835 560793335 Gov't Entity 200000 See Part IV Pollocksville Baptist Church PO Box 208 Pollocksville NC 28573 561193952 501(c)(3) 64064 See Part IV Roanoke-Chowan Community College 109 Community College Rd Ahoskie NC 27910 560891591 Gov't Entity 410000 See Part IV Robeson Community College Foundation Inc PO Box 1420 Lumberton NC 28359 581648764 501(c)(3) 201496 See Part IV Rural Economic Development Center Inc 4021 Carya Dr Raleigh NC 27610 561552375 501(c)(3) 20227608 See Part IV Saint Luke AME Zion 709 Church Street Wilmington NC 28401 561084952 501(c)(3) 50000 See Part IV Sampson Community College Foundation Inc PO Box 318 Clinton NC 28328 570834646 501(c)(3) 1000000 See Part IV Sandhills Community College Foundation Inc 3395 Airport Road Pinehurst NC 28374 560946799 501(c)(3) 680000 See Part IV Sandy Run Missionary Baptist Church Incorpor PO Box 999 Jacksonville NC 28540 561416669 501(c)(3) 50000 See Part IV Smyrna Baptist Church 4934 Peacock Rd Whiteville NC 28472 561383647 501(c)(3) 10875 See Part IV Southeastern Community College PO Box 151 Whiteville NC 28472 560815200 Gov't Entity 500000 See Part IV Southeastern Regional Medical Center 300 West 27th Street PO Box 1408 28359 Lumberton NC 28358 560530233 501(c)(3) 500000 See Part IV Southeastern Wayne Sanitary District PO Box 1583 Goldsboro NC 27533 561650658 Gov't Entity 240000 SEE PART IV Southwestern Wayne Sanitary District PO Box 1583 Goldsboro NC 27533 561727088 Gov't Entity 51000 SEE PART IV St Andrews Presbyterian College 1700 Dogwood Mile St Laurinburg NC 28352 560530240 501(c)(3) 500000 SEE PART IV St Thomas AME Zion Church PO Box 242 Swansboro NC 28584 561156175 501(c)(3) 6111 SEE PART IV Sturgeon City of Jacksonville NC Incorporate PO Box 1056 Jacksonville NC 28541 562228246 501(c)(3) 7364 SEE PART IV The Ocracoke Foundation Inc PO Box 1689 Ocracoke NC 27960 562602254 501(c)(3) 600400 SEE PART IV The University of North Carolina at Chapel Hi 104 Airport Dr 2200 Chapel Hill NC 27599 566001393 501(c)(3) 150000 SEE PART IV Town of Aurora PO Box 86 295 Main Street Aurora NC 27806 566001169 Gov't Entity 262030 SEE PART IV Town of Autryville 215 S Gray Street Autryville NC 28318 561191898 Gov't Entity 25000 SEE PART IV Town of Benson 303 E Church Street Benson NC 27504 566001176 Gov't Entity 519904 SEE PART IV Town of Bolton PO Box 327 Bolton NC 28423 560941459 Gov't Entity 240817 SEE PART IV Town of Calypso PO Box 327 Calypso NC 28325 560947415 Gov't Entity 185000 SEE PART IV Town of Cape Carteret 102 Dolphin Street Cape Carteret NC 28584 560987439 Gov't Entity 37681 SEE PART IV Town of Caswell Beach 1100 Caswell Beach Rd Caswell Beach NC 28465 561115702 Gov't Entity 124000 SEE PART IV Town of Clarkton PO Box 307 Clarkton NC 28433 566001202 Gov't Entity 259047 SEE PART IV Town of Fairmont PO Box 248 Fairmont NC 28340 566001223 Gov't Entity 315000 SEE PART IV Town of Fremont PO Box 4 Fremont NC 27830 566001230 Gov't Entity 124000 SEE PART IV Town of Lake Waccamaw PO Box 145 Lake Waccamaw NC 28450 560773905 Gov't Entity 325000 SEE PART IV Town of Liberty PO Box 1006 Liberty NC 27298 566001266 Gov't Entity 493779 SEE PART IV Town of Lillington PO Box 296 Lillington NC 27546 566001268 Gov't Entity 463479 SEE PART IV Town of Mocksville 171 South Clement St Mocksville NC 27028 566001288 Gov't Entity 450000 SEE PART IV Town of North Wilkesboro PO Box 218 832 Main Street North Wilkesboro NC 28659 566001302 Gov't Entity 200000 See Part IV Town of Parmele PO Box 98 Parmele NC 27861 561372511 Gov't Entity 40000 See Part IV Town of Pembroke PO Box 866 Pembroke NC 28372 560809922 Gov't Entity 135750 See Part IV Town of Pollocksville PO Box 97 Pollocksville NC 285730097 561054547 Gov't Entity 1000000 See Part IV Town of Robbins PO Box 296 Robbins NC 27325 566001853 Gov't Entity 500000 See Part IV Town of Selma 114 North Raiford St Selma NC 27576 566001331 Gov't Entity 824370 See Part IV Town of St Pauls 210 W Blue Street PO Box 364 St Pauls NC 28384 566001327 Gov't Entity 430000 See Part IV Town of Surf City 201 Community Center Dr Surf City NC 28445 560768870 Gov't Entity 1372538 See Part IV Town of Swansboro 601 W Corbett Ave Swansboro NC 28584 566001347 Gov't Entity 34728 See Part IV Town of Tabor City PO Drawer 655 Tabor City NC 28463 566001349 Gov't Entity 510000 See Part IV Town of Turkey PO Box 55 Turkey NC 28393 561274646 Gov't Entity 168694 See Part IV Towncreek Vision Corporation PO Box 407 Winnabow NC 28479 561791574 501(c)(3) 200000 See Part IV Trenton Missionary Baptist Church PO Box 369 206 W Jones St Trenton NC 28585 561376966 501(c)(3) 85200 See Part IV Trenton United Methodist Church PO Box 520 Trenton NC 28585 561261522 501(c)(3) 91525 See Part IV Trenton Volunteer Fire Department Inc PO Box 309 Trenton NC 28585 900685201 501(c)(3) 1800000 See Part IV Triangle Volunteer Fire Department Inc PO Box 128 Bayboro NC 28515 561945679 501(c)(3) 250000 See Part IV Tri-County Community Health Council Inc PO Box 227 Newton Grove NC 28366 581319204 501(c)(3) 500000 See Part IV Union Chapel AME Zion Church PO Box 72 Grantsboro NC 28529 561381920 501(c)(3) 45101 See Part IV United Way of Robeson County Inc PO Box 2652 Lumberton NC 28359 581636285 501(c)(3) 9246 See Part IV University of North Carolina at Pembroke Foundatio 202 Main St Pembroke NC 28372 581592230 501(c)(3) 480000 See Part IV Village of Walnut Creek PO Box 10911 103 Village Drive Goldsboro NC 27534 561368096 Gov't Entity 313796 See Part IV Wilkes Economic Development Corporation 213 Ninth Street North Wilkesboro NC 28659 561957642 501(c)(3) 63000 See Part IV Wilkes Recovery Revolution Inc 506 8th Street North Wilkesboro NC 28659 811600840 501(c)(3) 423459 See Part IV 133 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 X true true X X X X false false false false false false false false false EDWARD LORD VP PROGRAMS/STAFF ATTY 154813 20548 414 19101 0 21204 0 216080 0 0 0 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 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.