THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2018
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
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-06
- IRS object ID
- 201933109349303073
- Schema version
- 2018v3.1
- 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 | 2019-11-06T16:51:08-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 | EDWARD P LORD | PersonNm |
| Person Title | ACTING PRESIDENT | PersonTitleTxt |
| Phone | 2524427474 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.15.233.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820193105000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7786EE2CCB208287C6C340735A63E8801147EBFE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 651D255A1A915A1FDEE8CC96D476D00223E3EE33 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD P LORD | 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 | $114,896,928 | 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 | 17 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $998,262 | TotalGrossUBIAmt |
| PY Contributions Grants | $47,744,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $57,739,692 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,171,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,616,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,776 | PYOtherRevenueAmt |
| CY Other Revenue | $7,440 | CYOtherRevenueAmt |
| PY Total Revenue | $106,921,396 | PYTotalRevenueAmt |
| CY Total Revenue | $104,363,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,977,505 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,453,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,126,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,067,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,568,373 | PYOtherExpensesAmt |
| CY Other Expenses | $3,382,109 | CYOtherExpensesAmt |
| PY Total Expenses | $78,672,488 | PYTotalExpensesAmt |
| CY Total Expenses | $64,903,877 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $28,248,908 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,459,299 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,129,837,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,192,806,381 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,052,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196,863,993 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $928,784,770 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $995,942,388 | 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 | $60,983,066 | ExpenseAmt |
| Grant | $59,453,799 | 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 | $60,983,066 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | 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 (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BO BIGGS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | ||
| LAWRENCE DAVENPORT | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $416 | $0 | $0 | ||
| BARRY DODSON | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DON FLOW | ||||||||
| ASSISTANT SECRETARY | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM GARDNER | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | ||
| TOMMY HESTER | ||||||||
| TREASURER | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | Yes (X) | |
| RANDY ISENHOWER | ||||||||
| CHAIR | 15.0 | 0.0 | Yes (X) | $1,248 | $0 | $0 | Yes (X) | |
| CAROLYN JUSTICE | ||||||||
| VICE-CHAIR | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | Yes (X) | |
| JOHNATHAN RHYNE | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $416 | $0 | $0 | ||
| LEE ROBERTS | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ROSE | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | ||
| THOMAS STITH | ||||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | Yes (X) | |
| DAVID STOVER | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | ||
| BOBBIE J RICHARDSON | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TOM TAFT | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEROME VICK | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $728 | $0 | $0 | ||
| DAN GERLACH | ||||||||
| PRESIDENT | 40.0 | 0.0 | $204,627 | $0 | $42,683 | Yes (X) | ||
| MARK SORRELLS | ||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $191,649 | $0 | $37,432 | Yes (X) | ||
| EDWARD LORD | ||||||||
| VP PROGRAMS/STAFF ATTY | 40.0 | 0.0 | $143,181 | $0 | $35,921 | Yes (X) | ||
| BETH EDMONDSON | ||||||||
| CONTROLLER | 30.0 | 0.0 | $106,440 | $0 | $27,246 | Yes (X) | ||
| JONATHAN P BOYD | ||||||||
| DIRECTOR OF INVESTMENTS | 40.0 | 0.0 | $102,968 | $0 | $20,693 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $758,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,975 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 Mngmt | $578,546 |
| DRZ | |||||
| 250 PARK AVENUE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | Investment Mngmt | $467,341 |
| WELLINGTON MANAGEMENT | |||||
| 280 Congress Street | BOSTON | MA | 02110 | Investment MGMT | $445,353 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | Invest. Consulting | $361,901 |
| Sit Investment Associates | |||||
| 80 S 8TH STREET | MINNEAPOLIS | MN | 55402 | INVESTMENT MNGMT | $340,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $57,500,000 | GovernmentGrantsAmt |
| All Other Contributions | $239,692 | AllOtherContributionsAmt |
| Total Contributions | $57,739,692 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,891,425 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $998,262 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,893,163 | 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 | $40,258,371 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,533,752 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,724,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,724,619 | TotalRevenueColumnAmt |
| Exclusion | $29,724,619 | 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 | $7,440 | TotalRevenueColumnAmt |
| Exclusion | $7,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,363,176 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $998,262 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,625,222 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,453,799 | TotalAmt |
| Program Services | $59,453,799 | 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 | $1,150,089 | TotalAmt |
| Program Services | $765,945 | ProgramServicesAmt |
| Management And General | $384,144 | 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 | $606,725 | TotalAmt |
| Program Services | $491,810 | ProgramServicesAmt |
| Management And General | $114,915 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,215 | TotalAmt |
| Program Services | $42,572 | ProgramServicesAmt |
| Management And General | $17,643 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,904 | TotalAmt |
| Program Services | $87,075 | ProgramServicesAmt |
| Management And General | $54,829 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,036 | TotalAmt |
| Program Services | $74,625 | ProgramServicesAmt |
| Management And General | $34,411 | 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 | $151,289 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $151,289 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $70,000 | 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 | $2,745,563 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,745,563 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,219 | TotalAmt |
| Program Services | $26,219 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,525 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $46,525 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,951 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $35,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,791 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $70,791 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,376 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $86,376 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,542 | TotalAmt |
| Program Services | $41,021 | ProgramServicesAmt |
| Management And General | $5,521 | 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 | $19,225 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,225 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BOARD OF DIRECTORS EXPENSES | $40,293 | $40,293 |
| UNRELATED BUS. INCOME TAX | $17,476 | $17,476 |
| CAPITAL OUTLAYS | $13,327 | $13,327 |
| DUES AND MEMBERSHIPS | $10,061 | $10,061 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471 | TotalAmt |
| Management And General | $2,471 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,903,877 | TotalAmt |
| Program Services | $60,983,066 | ProgramServicesAmt |
| Management And General | $3,920,811 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,843 | BOYAmt |
| EOY | $1,187,307 | 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 | $62,674 | BOYAmt |
| EOY | $4,535,924 | 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 | $136,870 | BOYAmt |
| EOY | $112,230 | 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 | $111,654 | BOYAmt |
| EOY | $112,906 | 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 | $396,087,112 | BOYAmt |
| EOY | $416,447,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,200,046 | BOYAmt |
| EOY | $770,410,416 | 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 | $1,129,837,199 | BOYAmt |
| EOY | $1,192,806,381 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,817 | BOYAmt |
| EOY | $194,338 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,866,612 | BOYAmt |
| EOY | $196,669,655 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,052,429 | BOYAmt |
| EOY | $196,863,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $928,784,770 | BOYAmt |
| EOY | $995,942,388 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,784,770 | BOYAmt |
| EOY | $995,942,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,129,837,199 | BOYAmt |
| EOY | $1,192,806,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $39,459,299 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,504,476 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,193,843 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $513,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,212,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,389,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,744,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,739,692 | CurrentTaxYearAmt |
| Total | $152,600,413 | 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 | $513,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,212,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,389,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,744,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,739,692 | CurrentTaxYearAmt |
| Total | $152,600,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $152,600,413 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,759,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,177,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,100,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,527,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,891,425 | CurrentTaxYearAmt |
| Total | $56,455,466 | 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 | $9,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,440 | CurrentTaxYearAmt |
| Total | $29,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $209,085,195 | TotalSupportAmt |
| Public Support CY170 | 0.72985 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65896 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $7,172 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,172 | 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 benefit costs for our president and director of programs/ government relations for time spent lobbying members of the NC general assembly related to legislation affecting Golden Leaf funding and educating legislators and their staff on the mission of the foundation and its work. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (39 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ACADIAN GLOBAL MANAGED | $57,673,838 | F |
| AG REALTY FND VII(TE)&FND VIII | $3,885,947 | F |
| ARC IMPACT FUND | $11,551,581 | F |
| AURORA VENTURES IV & V | $3,307,126 | F |
| BEACON CPTL STRTEGIC PTRS V&VI | $564,217 | F |
| SWIFTCURRENT OFFSHORE, LTD. | $26,514,955 | F |
| CANTILLON GLOBAL VALUE FUND | $68,729,190 | F |
| CARLYLE VENTURE PARTNERS II,LP | $1,942,602 | F |
| CAROUSEL CAPITAL PTRS III-V | $14,631,441 | F |
| COLONY INVESTORS VIII, L.P | $141,400 | F |
| DENHAM COMMODITY PTRS FND V&VI | $3,993,955 | F |
| ENCAP ENERGY CPTL FND/FLATROCK | $26,811,189 | F |
| FARALLON CAPITAL INSTITUTIONAL | $36,861,878 | F |
| FPA HAWKEYE FUND, LLC | $36,465,640 | F |
| HARVEST MLP INCOME FUND II LLC | $21,648,901 | F |
| HIGHLINE CAPITAL INTL, LTD | $12,579,676 | F |
| KING STREET CAPITAL, LTD | $29,566,484 | F |
| LEXINGTON CAPITAL PTRS V & LCP | $1,000,414 | F |
| LONE CASCADE, L.P | $36,879,691 | F |
| MATLIN PATTERSON GLOBAL OPP | $1,999,544 | F |
| MATRIX CAPITAL MGMT FD (OFSHR) | $42,349,338 | F |
| OCH-ZIFF REAL ESTATE FUND III | $3,219,155 | F |
| OZ OVERSEAS FUND II, LTD | $1,511,941 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $2,813,516 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $499,805 | F |
| SILCHESTER INTL VALUE EQUITY | $78,282,616 | F |
| SYNERGY LIFE SCIENCE PTRS, L.P | $861,722 | F |
| REALTY ASSOC. FND VIII,IX & X | $3,652,860 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $36,468,252 | F |
| THOMAS H LEE EQUITY FUND VI,LP | $837,594 | F |
| TRUEBRIDGE CAPITAL PARTNERS V | $919,308 | F |
| VARDE CREDIT PARTNERS | $30,459,681 | F |
| VARDE FUND IX, X, XI & XII | $26,721,722 | F |
| WARBURG PINCUS X | $7,817,935 | F |
| WELLINGTON ARCHIPELAGO | $34,109,469 | F |
| WELLINGTON BAY POND | $20,483,897 | F |
| WELLINGTON CTF EMERGING MARKET | $44,639,314 | F |
| NUT TREE OFF SHORE FUND, LTD | $36,053,389 | F |
| TRILANTIC CAPITAL PARTNERS VI | $1,959,233 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $770,410,416 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $115,122,089 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,504,476 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,504,476 | RevenueNotReportedAmt |
| Revenue Subtotal | $101,617,613 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,745,563 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,745,563 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $104,363,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,964,471 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $47,964,471 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,745,563 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $14,193,843 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,939,406 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,903,877 | 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 $14,193,843 | 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 | $253,410,369 |
| Europe (Including Iceland and Greenland) | Investments | $68,729,190 |
| North America | Investments | $54,593,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $376,732,926 | SubtotalSpentAmt |
| Total Spent | $376,732,926 | 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 (126 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Town of Ayden | ||||||||
| PO Box 219 | Ayden | NC | 28513 | 566001170 | Gov't Entity | $102,000 | SEE PART IV | |
| Bakersville Community Medical Clinic | ||||||||
| PO Box 27 | Bakersville | NC | 28705 | 561084427 | 501(c)(3) | $150,000 | See Part IV | |
| Town of Beaufort | ||||||||
| 701 Front St | Beaufort | NC | 28570 | 566001173 | Gov't Entity | $67,153 | See Part IV | |
| County of Beaufort | ||||||||
| 121 West 3rd Street | Washington | NC | 28573 | 566001521 | Gov't Entity | $296,300 | See Part IV | |
| Beaufort County Schools | ||||||||
| 321 Smaw Road | Washington | NC | 27889 | 566000991 | 501(c)(3) | $1,235,000 | See Part IV | |
| County of Bertie | ||||||||
| PO Box 530 | Windsor | NC | 27983 | 566000276 | Gov't Entity | $3,801,830 | See Part IV | |
| Bethel AME Zion Church | ||||||||
| 255 Vass Rd | Spring Lake | NC | 28390 | 561477764 | 501(c)(3) | $44,250 | See Part IV | |
| Town of Bladenboro | ||||||||
| PO Box 455 | Bladenboro | NC | 28320 | 561030186 | Gov't Entity | $55,000 | See Part IV | 411 Ivey Street |
| Boys & Girls Club of the Tar River Region | ||||||||
| PO Box 1622 | Rocky Mount | NC | 27803 | 560934910 | 501(c)(3) | $110,000 | See Part IV | |
| Boys & Girls Homes of North Carolina Inc | ||||||||
| PO Box 127 | Lake Waccamaw | NC | 28450 | 581387871 | 501(c)(3) | $142,690 | See Part IV | 400 Flemington Dr |
| Burke Partnership for Economic Development | ||||||||
| 2128 S Sterling St | Morganton | NC | 28655 | 593762106 | 501(c)(3) | $276,000 | See Part IV | Suite 150 |
| Caldwell Community College & Tech Institute | ||||||||
| 2855 Hickory Blvd | Hudson | NC | 28638 | 560817481 | Gov't Entity | $152,250 | See Part IV | |
| Caldwell Memorial Hospital Foundation Inc | ||||||||
| PO Box 1890 | Lenoir | NC | 28645 | 581935514 | 501(c)(3) | $200,000 | See Part IV | |
| Cape Fear Community College Foundation Inc | ||||||||
| 411 North Front St | Wilmington | NC | 28401 | 581308578 | 501(c)(3) | $90,814 | See Part IV | |
| Carolina Small Business Development Fund | ||||||||
| 3128 Highwoods Boulevard | Raleigh | NC | 27604 | 581903219 | 501(c)(3) | $425,000 | See Part IV | |
| Carolinas Gateway Partnership | ||||||||
| 427 Falls Road | Rocky Mount | NC | 27804 | 561931327 | 501(c)(3) | $537,500 | See Part IV | |
| Carteret Community College Foundation Inc | ||||||||
| 3505 Arendell St | Morehead City | NC | 28557 | 516089453 | 501(c)(3) | $25,850 | See Part IV | |
| County of Caswell | ||||||||
| PO Box 98 | Yanceyville | NC | 27379 | 566000283 | Gov't Entity | $200,000 | See Part IV | 144 Court Square |
| Catawba Valley Community College Foundation Inc | ||||||||
| 2550 US Hwy 70 SE | Hickory | NC | 28602 | 581598131 | 501(c)(3) | $135,000 | See Part IV | |
| Center for Agri & Food Entrepreneurship | ||||||||
| 1461 Sand Hill Road | Candler | NC | 28715 | 814593322 | 501(c)(3) | $90,000 | See Part IV | |
| Center for Creative Leadership | ||||||||
| One Leadership Place | Greensboro | NC | 27410 | 237079591 | 501(c)(3) | $1,800,000 | See Part IV | |
| Town of Cerro Gordo | ||||||||
| PO Box 26 | Cerro Gordo | NC | 28430 | 561090005 | Gov't Entity | $195,600 | See Part IV | |
| Town of Chadbourn | ||||||||
| 602 N Brown Street | Chadbourn | NC | 28431 | 566001198 | Gov't Entity | $225,000 | See Part IV | |
| Chatuge Regional Hospital Inc | ||||||||
| 110 S Main Street | Hiawassee | GA | 30546 | 582513901 | 501(c)(3) | $100,000 | See Part IV | |
| Chesapeake Regional Medical Center | ||||||||
| 736 Battlefield Blvd N | Chesapeake | VA | 23320 | 237133975 | Gov't Entity | $100,000 | See Part IV | |
| Columbus County Hospital Foundation Inc | ||||||||
| 500 Jefferson St | Whiteville | NC | 284728806 | 010673231 | 501(c)(3) | $302,450 | See Part IV | |
| Core Sound Waterfowl Museum | ||||||||
| PO Box 556 | Harkers Island | NC | 28531 | 561776900 | 501(c)(3) | $75,000 | See Part IV | 1785 Island Road |
| County of Currituck | ||||||||
| 153 Courthouse Road | Currituck | NC | 27929 | 566000292 | Gov't Entity | $1,000,000 | See Part IV | Suite 110 |
| Dare County Schools | ||||||||
| 3020 Wrightsville Ave | Nags Head | NC | 27959 | 566001017 | Gov't Entity | $249,728 | See Part IV | PO Box 1508 |
| County of Duplin | ||||||||
| PO Box 910 | Kenansville | NC | 28349 | 566000296 | Gov't Entity | $330,000 | See Part IV | 224 Seminary Street |
| East Carolina University | ||||||||
| E 5th Street | Greenville | NC | 27858 | 566000403 | Gov't Entity | $1,030,000 | See Part IV | |
| Town of Edenton | ||||||||
| PO Box 300 | Edenton | NC | 27932 | 566001216 | Gov't Entity | $187,995 | See Part IV | |
| Edenton Chowan Partnership | ||||||||
| 101 W Water Street | Edenton | NC | 27932 | 561978763 | 501(c)(3) | $65,000 | See Part IV | |
| City of Elizabeth City | ||||||||
| PO Box 347 | Elizabeth City | NC | 27909 | 566000226 | Gov't Entity | $250,000 | See Part IV | |
| Elizabeth City Pasquotank Public Schools | ||||||||
| 1200 Halstead Blvd | Elizabeth City | NC | 27909 | 560891512 | Gov't Entity | $545,000 | See Part IV | |
| Town of Elizabethtown | ||||||||
| PO Box 716 | Elizabethtown | NC | 28337 | 566001217 | Gov't Entity | $547,220 | See Part IV | |
| ENCED African Methodist Epis Zion Church | ||||||||
| 3050 Berks Way | Raleigh | NC | 27614 | 203232540 | 501(c)(3) | $350,683 | See Part IV | |
| Town of Erwin | ||||||||
| 100 West F Street | Erwin | NC | 28339 | 560890158 | Gov't Entity | $319,000 | See Part IV | |
| Essence of the Cross Ministries | ||||||||
| 2310 Appian Lane | Monroe | NC | 28110 | 550852499 | 501(c)(3) | $13,571 | See Part IV | Box 571 |
| Town of Fair Bluff | ||||||||
| PO Box 157 | Fair Bluff | NC | 28439 | 566001222 | Gov't Entity | $400,000 | See Part IV | |
| Town of Fairmont | ||||||||
| PO Box 248 | Fairmont | NC | 28340 | 566001223 | Gov't Entity | $450,000 | See Part IV | |
| Town of Faison | ||||||||
| PO Box 365 | Faison | NC | 28341 | 566001224 | Gov't Entity | $42,735 | See Part IV | 110 Northeast Center Street |
| Town of Farmville | ||||||||
| 3672 North Main Street | Farmville | NC | 27828 | 566001225 | Gov't Entity | $102,700 | See Part IV | |
| City of Fayetteville | ||||||||
| 433 Hay Street | Fayetteville | NC | 283015537 | 566001226 | Gov't Entity | $24,200 | See Part IV | |
| Fayetteville State University Foundation | ||||||||
| 1200 Murchison Road | Fayetteville | NC | 28301 | 237029901 | 501(c)(3) | $134,200 | See Part IV | |
| Flora Macdonald Educational Foundation | ||||||||
| 200 North College St | Red Springs | NC | 28377 | 560798355 | 501(c)(3) | $500,000 | See Part IV | |
| Friday Institute for Educational Innovation (NCSU) | ||||||||
| 1890 Main Campus Drive | Raleigh | NC | 27606 | 566000756 | Gov't Entity | $165,000 | See Part IV | |
| Town of Fuquay-Varina | ||||||||
| 401 Old Honeycutt Rd | FuquayVarina | NC | 27526 | 566001231 | Gov't Entity | $338,400 | See Part IV | |
| City of Goldsboro | ||||||||
| PO Drawer A | Goldsboro | NC | 27530 | 566000228 | Gov't Entity | $961,307 | See Part IV | |
| Goshen Medical Center Inc | ||||||||
| 412 S West Center Street | Faison | NC | 28341 | 561209062 | 501(c)(3) | $200,000 | See Part IV | |
| Gtr Shekinah Glory Full Gospel Ministries | ||||||||
| 818 New Bridge St | Jacksonville | NC | 28540 | 561912378 | 501(c)(3) | $380,000 | See Part IV | |
| County of Greene | ||||||||
| 229 Kingold Blvd | Snow Hill | NC | 28580 | 566000304 | Gov't Entity | $483,000 | See Part IV | |
| Greenville Utilities Commission (GUC) | ||||||||
| PO Box 1847 | Greenville | NC | 27835 | 566000517 | Gov't Entity | $2,000,000 | See Part IV | 401 S Greene Street |
| Halifax Community College | ||||||||
| PO Drawer 809 | Weldon | NC | 27890 | 560896018 | Gov't Entity | $712,000 | See Part IV | 100 College Drive |
| Halifax County Schools | ||||||||
| 9525 Hwy 301 S | Halifax | NC | 27839 | 566001042 | Gov't Entity | $200,000 | See Part IV | |
| City of Havelock | ||||||||
| PO Box 368 | Havelock | NC | 28532 | 566023932 | Gov't Entity | $177,282 | See Part IV | 1 Governmental Ave |
| Henderson Collegiate | ||||||||
| 1071 Old Epsom Rd | Henderson | NC | 27536 | 264206516 | 501(c)(3) | $200,000 | See Part IV | |
| Hertford County Public Schools | ||||||||
| 701 N Martin Street | Winton | NC | 27986 | 566001048 | 501(c)(3) | $203,000 | See Part IV | |
| City of Hickory | ||||||||
| PO Box 398 | Hickory | NC | 28601 | 566001244 | Gov't Entity | $400,000 | See Part IV | |
| Hill's Chapel Missionary Baptist Church | ||||||||
| 401 East Jones St | Trenton | NC | 28585 | 371614030 | 501(c)(3) | $50,000 | See Part IV | PO Box 244 |
| Hope Restorations Inc | ||||||||
| PO Box 1656 | Kinston | NC | 28501 | 474619038 | 501(c)(3) | $75,000 | See Part IV | |
| The Hospice & Home Care Foundation of NC | ||||||||
| 3101 Industrial Drive | Raleigh | NC | 27609 | 562127943 | 501(c)(3) | $200,000 | See Part IV | Suite 204 |
| Johnston Community College Foundation Inc | ||||||||
| 245 College Road | Smithfield | NC | 27577 | 581663605 | 501(c)(3) | $200,000 | See Part IV | PO Box 2350 |
| County of Johnston | ||||||||
| PO Box 1049 | Smithfield | NC | 275773939 | 566000311 | Gov't Entity | $500,000 | See Part IV | 207 East Johnston Street |
| County of Jones | ||||||||
| 418 HWY 58 N Unit A | Trenton | NC | 28585 | 566000312 | Gov't Entity | $80,000 | See Part IV | |
| Town of Lewiston Woodville | ||||||||
| 103 Church St | LewistonWoodville | NC | 27849 | 561008971 | Gov't Entity | $200,000 | See Part IV | |
| Town of Liberty | ||||||||
| PO Box 1006 | Liberty | NC | 27298 | 566001266 | Gov't Entity | $100,000 | See Part IV | |
| City of Lumberton | ||||||||
| PO Drawer 1388 | Lumberton | NC | 283591388 | 566001274 | Gov't Entity | $768,000 | See Part IV | |
| Martin-Tyrrell-Washington Dist Health DEPT | ||||||||
| 198 NC Hwy 45 North | Plymouth | NC | 27962 | 561066387 | Gov't Entity | $100,000 | See Part IV | |
| Mayland Community College | ||||||||
| 200 Mayland DR | Spruce Pine | NC | 287770547 | 560990134 | Gov't Entity | $81,000 | See Part IV | PO Box 547 |
| Town of Maysville | ||||||||
| PO Box 869 | Maysville | NC | 28555 | 560946816 | Gov't Entity | $76,983 | See Part IV | 404 Main St |
| MCNC | ||||||||
| 3021 E Cornwallis Rd | Durham | NC | 277092889 | 581406628 | 501(c)(3) | $1,327,130 | See Part IV | PO Box 12889 |
| Methodist University Inc | ||||||||
| 5400 Ramsey Street | Fayetteville | NC | 28311 | 560657294 | 501(c)(3) | $41,820 | See Part IV | |
| Mid-East Commission | ||||||||
| 1502 N Market St | Washington | NC | 27889 | 560905636 | Gov't Entity | $641,400 | See Part IV | Suite A |
| Murphy Medical Center Inc | ||||||||
| 3990 E US Hwy 64 Alt | Murphy | NC | 28906 | 561844262 | 501(c)(3) | $100,000 | See Part IV | |
| Neuse Regional Water and Sewer Authority | ||||||||
| 2811 Barrus Road | LaGrange | NC | 28551 | 562240257 | Gov't Entity | $1,300,000 | See Part IV | |
| City of New Bern | ||||||||
| PO Box 1129 | New Bern | NC | 285631129 | 566000235 | Gov't Entity | $230,000 | See Part IV | |
| The North Carolina A&T Real Estate FDN INC | ||||||||
| 1601 East Market St | Greensboro | NC | 27411 | 566075899 | 501(c)(3) | $150,000 | See Part IV | |
| North Carolina Community College System | ||||||||
| 5016 Mail Service Ctr | Raleigh | NC | 27699 | 561288079 | Gov't Entity | $775,000 | See Part IV | |
| North Carolina Global Transpark Authority | ||||||||
| PO Box 1476 | Kinston | NC | 28503 | 561767291 | Gov't Entity | $300,000 | See Part IV | 3800 Hwy 58 N |
| NC School of Science & Mathematics FDN | ||||||||
| PO Box 2733 | Durham | NC | 27715 | 561250756 | 501(c)(3) | $465,000 | See Part IV | |
| NC State Education Assistance AuthoritY | ||||||||
| PO Box 13663 | Research Tri Park | NC | 27709 | 566172047 | Gov't Entity | $2,420,500 | See Part IV | |
| North Carolina State University | ||||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957514 | 566000756 | Gov't Entity | $65,000 | See Part IV | Research Administration/SPARCS |
| North Carolina's Eastern Economic Dev Corp | ||||||||
| 1020 Red Banks Road | Greenville | NC | 27858 | 561995352 | 501(c)(3) | $150,000 | See Part IV | Suite 150 |
| Town of North Topsail Beach | ||||||||
| 1000 Hwy 210 | Sneads Ferry | NC | 28460 | 561692876 | Gov't Entity | $50,020 | See Part IV | |
| NE Academy for Aerospace & Advanced Tech | ||||||||
| PO Box 2889 | Elizabeth City | NC | 27906 | 464978300 | 501(c)(3) | $500,000 | See Part IV | |
| Town of Oakboro | ||||||||
| 109-A North Main Street | Oakboro | NC | 28129 | 566001304 | Gov't Entity | $2,500,000 | See Part IV | |
| Onslow Water & Sewer Authority | ||||||||
| 228 Georgetown Road | Jacksonville | NC | 28540 | 412139765 | Gov't Entity | $1,029,500 | See Part IV | |
| Town of Oriental | ||||||||
| PO Box 472 | Oriental | NC | 28571 | 561092769 | Gov't Entity | $916,406 | See Part IV | |
| Our Community Hospital Inc | ||||||||
| PO Box 405 | Scotland Neck | NC | 27874 | 560600035 | 501(c)(3) | $148,000 | See Part IV | 921 Junior High School Rd |
| Town of Parmele | ||||||||
| PO Box 98 | Parmele | NC | 27861 | 561372511 | Gov't Entity | $288,000 | See Part IV | |
| Town of Pembroke | ||||||||
| PO Box 866 | Pembroke | NC | 28372 | 560809922 | Gov't Entity | $200,000 | See Part IV | |
| Pender County Schools | ||||||||
| 925 Penderlea Hwy | Burgaw | NC | 28425 | 566001599 | Gov't Entity | $190,749 | See Part IV | |
| County of Perquimans | ||||||||
| 128 N Church Street | Hertford | NC | 27944 | 566000330 | Gov't Entity | $750,000 | See Part IV | |
| Pitt Community College | ||||||||
| PO Drawer 7007 | Greenville | NC | 278357007 | 560793335 | Gov't Entity | $200,000 | See Part IV | |
| Town of Pollocksville | ||||||||
| PO Box 97 | Pollocksville | NC | 285730097 | 561054547 | Gov't Entity | $248,900 | See Part IV | |
| Town of Princeton | ||||||||
| PO Box 67 | Princeton | NC | 27569 | 566017367 | Gov't Entity | $555,135 | See Part IV | |
| City of Raeford | ||||||||
| 315 N Main Street | Raeford | NC | 28376 | 566001313 | Gov't Entity | $893,000 | See Part IV | |
| Town of Red Springs | ||||||||
| PO Box 790 | Red Springs | NC | 28377 | 566001315 | Gov't Entity | $283,507 | See Part IV | 217 South Main Street |
| River City Community Development Corp | ||||||||
| 501 E Main Street | Elizabeth City | NC | 27909 | 561709321 | 501(c)(3) | $500,000 | See Part IV | |
| Roanoke Chowan Community Health Center Inc | ||||||||
| 120 Health Center Drive | Ahoskie | NC | 27910 | 421638714 | 501(c)(3) | $200,000 | SEE PART IV | |
| Roanoke-Chowan Community College | ||||||||
| 109 Community College Rd | Ahoskie | NC | 27910 | 560891591 | Gov't Entity | $368,200 | SEE PART IV | |
| Rockingham County Schools | ||||||||
| 511 Harrington Highway | Eden | NC | 27288 | 561813738 | Gov't Entity | $200,000 | SEE PART IV | |
| City of Rocky Mount | ||||||||
| PO Box 1180 | Rocky Mount | NC | 278021180 | 566001323 | Gov't Entity | $128,926 | SEE PART IV | |
| Town of Rowland | ||||||||
| PO Box 127 | Rowland | NC | 28383 | 566001325 | Gov't Entity | $12,150 | SEE PART IV | |
| Rural Economic Development Center Inc | ||||||||
| 4021 Carya Dr | Raleigh | NC | 27610 | 561552375 | 501(c)(3) | $11,174,203 | SEE PART IV | |
| Town of Selma | ||||||||
| 114 North Raiford St | Selma | NC | 27576 | 566001331 | Gov't Entity | $142,000 | SEE PART IV | |
| Southeast Education Alliance Foundation Inc | ||||||||
| PO Box 1116 | Sneads Ferry | NC | 28460 | 471997713 | 501(c)(3) | $150,000 | SEE PART IV | |
| City of Southport | ||||||||
| 1029 N Howe Street | Southport | NC | 28461 | 566001338 | Gov't Entity | $151,767 | SEE PART IV | |
| St Cyprian's Epis Church Epis Diocese | ||||||||
| 604 Johnson St | New Bern | NC | 28563 | 560552784 | 501(c)(3) | $143,855 | SEE PART IV | PO Box 809 |
| St Philips Episcopal Church | ||||||||
| PO Box 10476 | Southport | NC | 28461 | 561161559 | 501(c)(3) | $56,205 | SEE PART IV | |
| St Stephen AME Zion Church | ||||||||
| 107 N 12th Street | Morehead City | NC | 28557 | 561412979 | 501(c)(3) | $180,537 | SEE PART IV | |
| ST STephen ChURCH of Christ | ||||||||
| 432 First Avenue | Trenton | NC | 28585 | 270110704 | 501(c)(3) | $93,500 | SEE PART IV | PO Box 388 |
| Town of Surf City | ||||||||
| 201 Community Center Dr | Surf City | NC | 28445 | 560768870 | Gov't Entity | $415,000 | SEE PART IV | |
| Tabernacle Baptist Church | ||||||||
| PO Box 1510 | New Bern | NC | 28563 | 560769901 | 501(c)(3) | $21,309 | SEE PART IV | |
| Town of Tabor City | ||||||||
| PO Drawer 655 | Tabor City | NC | 28463 | 566001349 | Gov't Entity | $221,125 | SEE PART IV | 301 Fifth Street |
| Thomasville City Schools | ||||||||
| 400 Turner Street | Thomasville | NC | 27360 | 566001120 | Gov't Entity | $200,000 | SEE PART IV | |
| Town of Trenton | ||||||||
| PO Box 399 | Trenton | NC | 285850399 | 560884709 | Gov't Entity | $75,000 | SEE PART IV | |
| Trenton Volunteer Fire Department Inc | ||||||||
| 105 S Cherry Street | Trenton | NC | 28585 | 900685201 | 501(c)(3) | $500,000 | SEE PART IV | PO Box 309 |
| Triangle ResIDENT Opt for Substance Abusers | ||||||||
| 1820 James Street | Durham | NC | 27707 | 561861158 | 501(c)(3) | $200,000 | SEE PART IV | |
| United Worship Center Church of New Bern | ||||||||
| 907 Main Street | New Bern | NC | 28561 | 562120411 | 501(c)(3) | $76,104 | SEE PART IV | PO Box 12811 |
| Vance-Granville Community College | ||||||||
| 200 Comm College Rd | Henderson | NC | 27536 | 560937968 | Gov't Entity | $160,000 | SEE PART IV | |
| County of Wayne | ||||||||
| 224 E Walnut St | Goldsboro | NC | 275330227 | 566001520 | Gov't Entity | $519,883 | SEE PART IV | POBox 227 |
| Wayne County Development Alliance Inc | ||||||||
| 309 E Chestnut Street | Goldsboro | NC | 27530 | 205132258 | 501(c)(3) | $220,539 | SEE PART IV | |
| Western Piedmont Council of Governments | ||||||||
| PO Box 9026 | Hickory | NC | 28603 | 560955853 | Gov't Entity | $96,800 | SEE PART IV | |
| Town of Windsor | ||||||||
| PO Box 508 | Windsor | NC | 27983 | 566001375 | Gov't Entity | $197,165 | SEE PART IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 126 | 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 Martin Luther King Jr. Boulevard Drainage Repair 2 Bakersville and Celo Clinic Renovations 3 Utility Boom Truck Replacement 4 Northside Water System District IV/V Backup Generators 5 Beaufort County SEA Academy 6 Bertie County Public Library, Cooperative Extension Joint Use Facility & Community Meeting Room 7 Hurricane Florence Recovery Program/Bethel AME Zion Church 8 Bladenboro Police Department Back-up Generator 9 Williford Education Revitalization Program (WERP) 10 Rural Child Victim - Advocacy and Support Therapy Program (RCV-AST) 11 JP3 (Jackson Corrugated, LLC.) 12 Bridging the Gap: A Centralized Advanced Manufacturing Center 13 Comprehensive Behavioral Health Program 14 Production Technician Training 15 Hurricane Florence Recovery Loan Program 16 Kingsboro Mega-Site Infrastructure (A CSX Select Site) 17 Marine Science and Technology (MaST) Early College High School 18 Caswell Enterprise Center - On the Square 19 K-64 Connecting Business to Talent 20 Strengthening Support for NC Food Entrepreneurs 21 Golden LEAF Scholars Leadership Program, 2019-2020 22 Cerro Gordo Well #2 Rehabilitation 23 Stormwater Evaluation Report 24 Hayesville Family Practice 25 Internal Medicine of Elizabeth City Expansion 26 CRHS Emergency Water Backup System 27 Mitigation Roofing System for Core Sound Waterfowl Museum at Harkers Island 28 Currituck Station Wastewater Treatment Plant Expansion 29 Future Ready through InnoVision and InnoVation 30 Medic 3 Relocation 31 Rural Innovations Strengthening Eastern-29 Counties Program (RISE- 29) 32 Videotaping and Cleaning of Sanitary Sewer Lines and Manholes 33 Infrastructure Improvements to Airport Industrial Park Phase II & Midway Drive Marine Park 34 "Oxford Height Bridge Replacement/Relocation Project" 35 ECPPS Go STEM/+ 36 Greene's Lake & Conservation Park Dam Stabilization 37 Hurricane Florence Recovery 38 Maye Street Culvert Replacement 39 Church Repairs for Community Service 40 Fair Bluff Apartments - Rough/Ready Road 41 WWTR Access Road & Generator Improvements 42 Emergency Preparedness for the Town of Faison 43 Jones Street Storm Drainage Improvements 44 Shoreline Drive 45 Fayetteville State University - School of Nursing 46 Flora Macdonald Campus Restoration Project 47 Phase V: Leadership Supports for Digital Learning Initiatives & STEM Initiative Redesign 48 Mineral Spring Park Streambank Stabilization 49 Hurricane Matthew Infrastructure Recovery 50 Duplin County M.D. Residency Training 51 Shekinah Restore 52 Water System Backup Generators & Law Enforcement Center Generator Relocation 53 Indigreen Park and Project Holy Grail Utility Infrastructure 54 Community Education Centers in Halifax County & Nursing-Recruit and Retain: Getting Ready for Next Generation NCLEX 55 HCS STEM Program 56 McCotter Canal Stabilization 57 Tighter Teaching through Tech 58 Middle School STEM - Curriculum and Careers Connected 59 Project Cure 60 Rebuild Hill's Chapel Missionary Baptist Church 61 Rebuilding East Kinston 62 Address Serious RN Shortages in Home Health and Hospice in NC 63 Specialty Care Training: Accelerated Entry into Nursing Practice 64 Heidi Water and Sewer Infrastructure Improvement Project 65 Trent River/Chinquapin Branch Waterline Damage Replacement 66 Workforce & Education Vitality Center 67 Liberty Damage Study Project 68 Lumberton Jaycee Hut Reconstruction Project 69 MTW Behavioral Health Clinic 70 Mitchell County High School Computer Numeric Control (CNC) Machining Lab Build-Out Project 71 Maysville Equipment Replacement 72 Southeast NC Ag & Rural Connectivity Accelerator 73 Infrastructure Repair - Emergency Ravine & Bridge Stabilization 74 RAMP East (Regional Advanced Manufacturing Pipeline) 75 Project RED 76 Raw Water Intake Modifications 77 Hurricane Florence-Related Street Repair 78 College of Agriculture & Environmental Science Industrial Hemp Pilot Program 79 North Carolina Community College -- Two-Year Scholarships 80 Jetstream 81 Enabling Prosperity and Connectivity 82 Golden LEAF Scholars Program 83 Management of Guava Root-Knot Nematode in North Carolina AgricuLture 84 Northeast Regional Educator Professional Development Series 85 Engineering Design and Repair of Damaged Town Park 86 Scaling NEAAAT 87 Project Blue Sky Public Infrastructure Improvement 88 Northwest Regional Water Reclamation Facility (NWRWRF) - Electrical Building Rehabilitation & Hazard Mitigation Project 89 Whittaker Pointe Restoration Project 90 OCH-BHR Renovations 91 North Main Street Sewer Repair & Maintenance Garage Replacement 92 Prospect Road Sewer Upgrades 93 Mechatronics A Classroom to Career Pathway 94 Phase 1 Inland Basin Construction 95 Expanding Educational and Career Opportunities for the Citizens of Eastern North Carolina by Equipping Nursing and Allied Health Labs with State-of-the-Art Medical Equipment and Associated Technology 96 Hurricane Florence Sanitary Sewer Improvements 97 Princeton Business Improvement District Drainage Study, Repair, & ReplacEment 98 City of Raeford - South Main Street and Southern Avenue Stormwater Improvements 99 Red Springs Water System Back-up Power Generation 100 Northeast NC Trades Training Center 101 Woodland Primary Care Expansion 102 Universal Technical Training Center 103 Rockingham County Schools -- Reidsville High School Manual Machining Program 104 Parkers Canal Drainage Improvement Project 105 Hurricane Florence Small Business Recovery Fund 106 Regional Leadership and Capacity Building Program, Hurricane Florence Rapid Recovery Loan Program & HURRICANE FLORENCE SMALL BUSINESS RECOVERY FUND 107 COMPREHENSIVE INFLOW AND INFILTRATION STUDY 108 SEA-ACT (Southeast Education Alliance (SEA)-Alternative Certification for Teachers (ACT)) 109 Southport City Boat Dock Renovation 110 St. Cyprian's Episcopal Church Hurricane Florence Restoration 111 Restoration and Repair of St. Philips Chapel of the Cross, Circa 1843 112 Restoration of St. Stephen AME Zion Church 113 Restoration of St. Stephen Church of Christ, Disciples of Christ 114 Replacement Town Hall 115 Nelva R Albury Park Repairs & Hurricane Florence Relief 116 Flood & Drainage Improvements Town of Tabor City 117 Academy of Advanced Manufacturing and Design Innovation 118 Wastewater Treatment Plant Improvements 119 Trenton Volunteer Fire Department Station Replacement 120 Vocational Training Equipment for TROSA Triad 121 United Worship Center Restoration 122 Welding Technology Advanced Skills Upgrade Initiative 123 Wayne County Executive Jetport Corporate Area Expansion - Waterline Improvements & EMS Station 1 Replacement - Seven Springs, Sewer Lift Station Genoa 124 Seven Springs Community Volunteer Fire Department Station Replacement 125 Filling the Gap (FTG) in the West! 126 Windsor Rescue Pump Station Improvements |
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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN GERLACH | ||||||||||||||
| PRESIDENT | $204,627 | $0 | $0 | $0 | $0 | $0 | $21,349 | $0 | $21,334 | $0 | $247,310 | $0 | $0 | $0 |
| MARK SORRELLS | ||||||||||||||
| SENIOR VICE PRESIDENT | $191,649 | $0 | $0 | $0 | $0 | $0 | $20,136 | $0 | $17,296 | $0 | $229,081 | $0 | $0 | $0 |
| EDWARD LORD | ||||||||||||||
| VP PROGRAMS/STAFF ATTY | $143,181 | $0 | $0 | $0 | $0 | $0 | $14,765 | $0 | $21,156 | $0 | $179,102 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER COMPENSATION - FORM 990, SCHEDULE J, PART I, LINE 1A: | Rotary Club Dues paid for president |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS- 990, PART VI, LINE 4: | THE FOUNDATION CHANGED ITS BYLAWS. 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 $14,193,843 |
| OVERSIGHT/SELECTION PROCESS - FORM 990, PART XII, LINE 2C: | The process has not changed from the prior year. |